U.S. Specialized REITs Stock News

Leidos Holdings (NYSE:LDOS) announced new partnerships with RegScale and Trustible to automate cybersecurity and AI governance for U.S. federal agencies. The collaborations are being deployed with the U.S. Air Force and multiple federal organizations, focusing on risk management, compliance, and AI oversight. RegScale integration targets automated cybersecurity risk and compliance workflows, while Trustible supports automated AI governance within federal operations. Leidos is a major...

Polaryx Therapeutics (PLYX) has drawn investor attention after a sharp 28.9% single day share price decline, with the stock closing at US$16. This move comes against a year to date return of negative 54.3%. See our latest analysis for Polaryx Therapeutics. The sharp 28.9% single day share price return decline and the year to date share price return of 54.3% point to fading momentum, suggesting that recent moves reflect shifting risk perception more than steady longer term sentiment. If...

Service Corporation International recently reached a new 52-week high after securing a US$2.50 billion credit agreement with JPMorgan Chase Bank and other lenders and announcing a 6.3% increase in its quarterly cash dividend, payable on December 31, 2025. Together, the expanded credit capacity and higher dividend highlight management’s focus on balance sheet flexibility while steadily increasing cash returns to shareholders. Next, we will examine how the expanded US$2.50 billion credit...

Park Hotels & Resorts recently drew attention as major brokerages issued mixed ratings ahead of its upcoming Q4 and full-year 2025 results, while the company continued reshaping its portfolio and refinancing debt maturities with US$2.00 billion in credit facilities. This flurry of analyst views, combined with Park’s shift toward higher-quality domestic assets and efforts to address near-term debt, highlights how governance, balance sheet management, and asset quality are becoming central to...

Realty Income has recently pushed further overseas by making its first investment in Mexico and entering a partnership with Singapore’s GIC to commit over US$1.50 billion to build-to-suit logistics real estate, while continuing to expand its long-term, triple-net leased property portfolio. This move deepens the company’s diversification beyond U.S. retail properties, aligning its long-running monthly dividend model with a broader mix of geographies and industrial assets. We’ll now look at...

Riot Platforms (NasdaqCM:RIOT) has entered a high performance computing data center agreement with AMD as its first third party tenant. The company has signed a data center lease with AMD valued at up to US$1b. Riot has acquired additional land in Rockdale, Texas to support this new data center build out beyond Bitcoin mining. Riot Platforms is best known for its Bitcoin mining operations, and this AMD partnership places the company more directly in the broader digital infrastructure and AI...

AtriCure (ATRC) has drawn investor attention after a period of mixed share performance, with a loss of 9.18% over the past month but a 16.83% gain in the past 3 months. See our latest analysis for AtriCure. At a share price of $36.80, AtriCure’s recent 7 day and 1 month share price returns of 2.57% and 9.18% declines contrast with a 16.83% gain over 90 days. The 1 year, 3 year and 5 year total shareholder returns of 10.96%, 13.92% and 41.49% declines indicate that momentum has only recently...

Affirm Holdings (NasdaqGS:AFRM) has expanded partnerships with Intuit's QuickBooks, Expedia Group, Bolt, and Fiserv to become a default buy now, pay later option across business, travel, e-commerce, and banking platforms. Affirm is set to be the exclusive buy now, pay later provider for QuickBooks Payments, a major checkout partner in Bolt, and the exclusive provider for select Expedia Group travel brands in the US. Through Fiserv, thousands of banks and credit unions are expected to gain...

Brookfield Business Partners L.P. recently reported fourth-quarter 2025 sales of US$7,094 million and a quarterly net loss of US$42 million, while affirming plans for a US$0.0625 per-share dividend tied to its pending corporate reorganization and an ongoing annual dividend of US$0.25 per share. Alongside completing a US$72 million buyback of 2,100,000 shares and modestly reducing its annual net loss to US$26 million, the business attracted supportive analyst commentary highlighting capital...

If you are trying to figure out whether Waystar Holding stock now offers value, it helps to step back from the recent share price swings and look at what the current market price might be implying. Over the recent period, the shares closed at US$23.99, with returns of a 13.1% decline over 7 days, a 24.5% decline over 30 days, a 23.5% decline year to date, and a 42.8% decline over 1 year, which may prompt questions about how risk and potential reward are being priced in. These moves sit...

NasdaqGS:IREN has signed a long term, US$9.7b partnership with Microsoft focused on AI cloud services. The company is transitioning its core operations away from bitcoin mining toward AI driven cloud infrastructure. IREN is advancing its large scale Sweetwater project to support this shift in data center capacity. For you as an investor, the key shift is that NasdaqGS:IREN is repositioning from a crypto mining operator to an AI focused infrastructure provider. Instead of relying mainly on...

Truist Financial (NYSE:TFC) has launched an AI powered integrated receivables platform for commercial and corporate clients. The new platform uses machine learning tools to support cash management, operational efficiency, and fraud controls. The offering targets long standing receivables and payments pain points for finance teams across Truist’s business client base. For investors watching Truist Financial at a share price of $55.14, this move sits alongside a period of positive stock...

Quaker Chemical (KWR) drew fresh attention after its recent earnings modestly topped expectations, with management pointing to strong customer demand, realized synergies, and greater use of higher-value formulations as key drivers. See our latest analysis for Quaker Chemical. The recent earnings beat has been followed by strong momentum in the share price, with a 1-month share price return of 20.28% and a 90-day share price return of 29.22%. The 1-year total shareholder return of 26.60%...

If you are asking whether Goldman Sachs Group shares still offer value after a strong run, you are not alone. This article is set up to help you frame that question clearly. The stock last closed at US$913.30, with returns of 44.4% over 1 year, 162.5% over 3 years and 238.0% over 5 years, while the year to date move sits close to flat at a 0.1% decline. Recent headlines around Goldman Sachs Group have focused on its role as a major global investment bank and financial services provider,...

Darden Restaurants (NYSE:DRI) is discontinuing the Bahama Breeze brand and closing 14 locations. Roughly half of the remaining Bahama Breeze sites will be converted to other Darden concepts. The move is part of a broader portfolio reshaping focused on brands with stronger unit economics. Darden Restaurants, trading at $212.22, is acting on a full review of its brand portfolio by winding down Bahama Breeze and reallocating those locations to concepts it views as more scalable. The stock has...

Champion Homes (SKY) reported Q3 2026 revenue of US$656.6 million with basic EPS of US$0.97. This comes against a backdrop where trailing twelve month figures show revenue of about US$2.6 billion and EPS of US$3.77. The company has seen quarterly revenue move between US$593.9 million and US$701.3 million over the past six reported periods, while basic EPS has ranged from US$0.63 to US$1.13. This performance contributes to trailing net income of US$213.6 million. With net profit margin at 8.1%...

Weatherford International’s FY 2025 Earnings Snapshot Weatherford International (WFRD) closed out FY 2025 with Q4 revenue of US$1.3b and basic EPS of US$1.92, backed by net income of US$138m. The company has seen quarterly revenue range from US$1,193m to US$1,341m across the last six reported periods, while basic EPS has moved between US$1.04 and US$2.14 over the same stretch. This provides a clear view of how the top and bottom lines have tracked through the cycle. With a trailing twelve...

In January 2026, Cogent Biosciences announced that the FDA granted Breakthrough Therapy Designation to bezuclastinib plus sunitinib for previously imatinib-treated GIST, based on PEAK trial data showing improved progression-free survival and a favorable safety profile compared with sunitinib alone. The FDA’s decision to review Cogent’s New Drug Application under its Real-Time Oncology Review program highlights regulatory interest in potentially accelerating access to this combination...

Oceania Cruises reported record launch day bookings for its new ship, Oceania Sonata, surpassing prior booking records by a wide margin. The keel laying of Oceania Sonata marks the start of a new class of luxury vessels, with four Sonata Class ships scheduled for delivery through 2035. These developments highlight Norwegian Cruise Line Holdings' focus on expanding its premium and luxury offerings within the broader cruise market. For investors watching Norwegian Cruise Line Holdings...

Graco (GGG) is back in focus after its fourth quarter and full year 2025 earnings, where sales, net income, and earnings per share all came in higher than the prior year’s levels. See our latest analysis for Graco. The earnings release and 2026 sales guidance have come alongside a 1-day share price return of 3.14%, adding to a 30-day share price return of 9.66% and a 1-year total shareholder return of 9.69%. Taken together, these figures suggest that momentum has been picking up recently. If...

American Water Works Company (AWK) continues to trade around $124.30, with recent returns showing a 1 day decline of 1.26% and weaker performance over the past week, month, and past 3 months. See our latest analysis for American Water Works Company. Recent trading has been soft, with a 1 day share price return decline of 1.26%, a 7 day share price return decline of 2.16% and a year to date share price return decline of 4.62%, while the 1 year total shareholder return of 3.03% suggests only...

Artivion recently presented new clinical data from the NEXUS TRIOMPHE and AMDS PERSEVERE IDE trials at the 62nd Annual Meeting of the Society of Thoracic Surgeons, highlighting strong one- and two-year outcomes in high-risk aortic arch patients. The results, including high survival and stroke-free rates plus sustained aortic remodeling without new entry tears, underscore the potential clinical importance of Artivion’s aortic arch technologies in complex dissections and aneurysms. Next, we...

American Express has launched a new pay over time option for small business owners in the UK. The feature expands the company’s flexible financing tools aimed at small enterprises. The move positions American Express alongside card peers that already offer installment and revolving credit features to business clients. For investors watching NYSE:AXP, this UK launch adds another piece to the small business story at a time when financing tools are a key part of card issuers’ value...

If you are trying to work out whether GeneDx Holdings is attractively priced or not, it helps to first understand how its recent share price and valuation checks line up. The stock last closed at US$85.35, with a 10.4% decline over the past week and a 35.1% decline over the last 30 days, set against a 27.0% gain over the past year and a very large return over three years. Those mixed returns, including a very large three year move and a 35.5% decline year to date, suggest the market has been...