U.S. Specialized REITs Stock News

Earlier this week, analysts highlighted strong demand for TTM Technologies’ advanced printed circuit boards used in artificial intelligence infrastructure, prompting a wave of positive research commentary around the company’s role in supporting large-scale computing buildouts. This renewed focus on AI-driven demand underlines how TTM’s specialized PCB capabilities are becoming increasingly central to the hardware backbone of modern data centers. Next, we’ll examine how this AI-related demand...

Wyndham Hotels and Resorts (WH) just gave investors a fresh catalyst by unveiling a trio of expansion moves across Miami Beach, Corfu, and Kochi that pushed the stock up about 4%. See our latest analysis for Wyndham Hotels & Resorts. These expansion headlines arrive after a choppy stretch for Wyndham, with a roughly 12% 1 month share price return but a weaker year to date share price return and a still respectable 5 year total shareholder return that suggests longer term momentum is...

HEICO (HEI) just delivered a strong one two punch: higher fourth quarter and full year earnings, plus another semiannual dividend. For investors, that combination reinforces the stock’s quality, cash generation, and staying power. See our latest analysis for HEICO. The latest results help explain why HEICO’s share price has climbed to $308.73 and delivered a robust year to date share price return of around 30 percent, while three year total shareholder return has roughly doubled investors’...

Earlier this month, FinVolution Group hosted a closed-door technology forum titled "New AI Paradigms: The Core Logic Driving Future Development," where it gathered over 20 leading AI scholars and unveiled an AI framework that blends commercial and proprietary models to strengthen risk management and customer service. The company also flagged an upcoming white paper on embedding multimodal large models into cross-border fintech operations, highlighting how AI could reshape its international...

Louisiana-Pacific (LPX) has quietly outperformed over the past month, gaining about 14% even as its year-to-date return remains negative. That mix of recent momentum and longer-term drag creates an interesting potential entry point for some investors. See our latest analysis for Louisiana-Pacific. Despite the recent 1 month share price return of 13.6 percent, Louisiana-Pacific’s year to date share price return is still negative. Its 5 year total shareholder return of roughly 135 percent shows...

John Wiley & Sons recently declared a past quarterly cash dividend of US$0.355 per share on its Class A and Class B stock, marking the 32nd consecutive annual increase and continuing its long-running capital return program. Alongside this, Wiley lifted its Fiscal 2026 share repurchase allocation to US$100 million and highlighted strong Research and AI-driven demand while reaffirming its earnings and cash flow outlook, signaling management confidence in the durability of its business...

On April 23, 2025, Playtika Holding Corp. entered into a Fourth Amendment to its 2019 Credit Agreement, extending the maturity of its US$550.0 million senior secured revolving credit facility from March 11, 2026 to September 11, 2027, subject to specified conditions. This extension can enhance Playtika’s financial flexibility by securing access to its revolving credit line for longer, potentially supporting ongoing game development and acquisition plans. Next, we’ll examine how extending the...

ExlService Holdings (EXLS) just checked two big boxes for investors: delivering double digit revenue and earnings growth while also completing a targeted share repurchase from Orogen Echo LLC that tightens the float. See our latest analysis for ExlService Holdings. Even with a solid quarter and that focused buyback from Orogen Echo LLC tightening the float, the latest $42.91 quote still leaves ExlService with a slightly negative year to date share price return. Its five year total shareholder...

Earlier this week, WEX announced that its DriverDash mobile payment app is now accepted at thousands of Sunoco stations across the U.S., extending secure, contactless fueling to nearly 40,000 locations nationwide for commercial fleets. This expansion materially deepens WEX’s integration into day-to-day fleet operations, strengthening its data, payments, and expense-management ecosystem across the fuel network. Next, we’ll examine how DriverDash’s wider Sunoco coverage could influence WEX’s...

Recently, Supernus Pharmaceuticals received US FDA approval for ONAPGO, strengthening its central nervous system portfolio and adding a new Parkinson’s disease therapy to its commercial lineup. This approval, alongside progress on late-stage candidates SPN-820 and SPN-443 and ongoing revenue and earnings growth, has sharpened investor focus on how effectively Supernus can convert its pipeline into long-term commercial franchises. We’ll now examine how ONAPGO’s recent FDA approval may reshape...

Klaviyo (KVYO) just rewired its leadership structure, with the board greenlighting dual CEO roles and elevating interim executive Chano Fernández to co-CEO alongside founder Andrew Bialecki, a shift investors will quickly try to price in. See our latest analysis for Klaviyo. The co CEO move lands just as sentiment may be stabilizing, with a 1 month share price return of 14.42 percent. However, year to date share price performance and 1 year total shareholder return both remain firmly...

Navitas Semiconductor (NVTS) has quietly delivered huge gains over the past year, even as the stock slipped almost 20% in the past week, inviting a closer look at what might come next. See our latest analysis for Navitas Semiconductor. That recent 7 day share price drop of 19.72% looks more like a sharp pause than a trend change, given Navitas still boasts a year to date share price return of 111.17% and a 1 year total shareholder return of 162.28%. This suggests momentum has cooled but not...

Stifel’s refreshed call on ArcBest (ARCB), keeping a Buy rating while lifting its outlook, has put the trucking and logistics name back on investors’ radar as sentiment across Wall Street turns more constructive. See our latest analysis for ArcBest. The upgraded call comes as momentum has quietly turned in ArcBest’s favor, with the share price at 80.47 dollars and a strong 1 month share price return of just over 32 percent helping to claw back some of this year’s earlier weakness. However,...

For investors wondering whether Waste Management is still attractively priced at around $218 a share or whether much of the opportunity has already been realized, this article will walk through what the numbers indicate about its valuation. The stock has gained 1.3% over the last week and 1.2% over the last month, and is up 8.9% year to date, adding to a track record of 7.6% over 1 year, 43.7% over 3 years, and 101.9% over 5 years. Recent headlines have highlighted Waste Management's...

If you are wondering whether Federated Hermes remains attractively valued after its recent run up, or if that value is already fully reflected in the price, this piece will walk you through what the current share price is really implying. The stock has quietly delivered a 10.2% gain over the last month and is up 32.8% over the past year, with a strong 125.1% climb over five years that is making long term holders very happy. Recently, the company has stayed in the spotlight as investors...

Earlier this week, PG&E Corporation CEO Patti Poppe announced a major leadership reorganization effective January 1, 2026, reshaping operations, customer and corporate affairs, strategy, transformation, and government engagement across its Northern and Central California footprint. The creation of focused roles like an Energy Delivery CEO and a Chief Transformation Officer highlights PG&E’s push to integrate operations, customer service and process modernization under clearer...

If you have ever looked at MSCI and wondered whether the current share price really makes sense, you are not alone. This article is going to unpack that valuation puzzle step by step. MSCI is trading around $562.40, up 2.1% over the last week and 0.5% over the last month, even though the stock is still down 5.8% year to date and over the past year, while longer-term 3-year and 5-year returns of 25.6% and 36.9% hint at a business that has compounded value over time. Recently, investors have...

Elastic (NYSE:ESTC) is back in focus after securing a multiyear agreement with the U.S. Cybersecurity and Infrastructure Security Agency to build a standardized SIEM as a Service platform for federal civilian agencies. See our latest analysis for Elastic. The CISA deal comes at a time when Elastic’s share price has pulled back, with a year-to-date share price return of negative 23.14 percent and a one-year total shareholder return of negative 26.55 percent. However, a three-year total...

Ascendis Pharma (ASND) has quietly given back some ground over the past week, even though its longer term performance remains strong. With shares near 200 dollars, investors are weighing solid growth against ongoing losses. See our latest analysis for Ascendis Pharma. Despite the recent 7 day share price return of negative 9.4 percent, Ascendis still boasts a robust year to date share price return of about 45 percent and a 1 year total shareholder return of roughly 47 percent. This suggests...

Target (TGT) just landed in the regulatory spotlight after the FDA issued a public warning, saying recalled ByHeart infant formula linked to a multistate botulism outbreak was still being sold and even promoted in its stores. See our latest analysis for Target. The FDA warning lands at a tricky moment for Target, with the share price at $99.05 after a strong 1 month share price return of 15.07 percent. However, the 1 year total shareholder return is a much weaker negative 21.34 percent,...

Marathon Petroleum has appointed Maria A. Khoury as Executive Vice President and Chief Financial Officer, effective January 19, 2026, succeeding John J. Quaid after a transition period. Khoury’s blend of oil and gas, life sciences, and global finance experience positions her to influence Marathon’s capital allocation and risk management approach in meaningful ways. We’ll now examine how bringing in a globally experienced CFO from Danaher could influence Marathon Petroleum’s investment...

In November 2025, the FDA issued a warning letter to Albertsons after regulators found recalled ByHeart Whole Nutrition Infant Formula linked to a multistate infant botulism outbreak still available for purchase across multiple Albertsons-affiliated stores in 11 states. The letter highlights serious gaps in Albertsons’ recall execution and communication processes, raising questions about its food safety controls and regulatory risk management. We’ll now examine how this FDA warning, centered...

Investors may be wondering whether Hologic at around $74.94 is quietly turning into good value, or if it is just treading water while other healthcare names run ahead of it. Over the last year the stock is up about 4.6%, with a modest 4.5% gain year to date, while short-term moves have been fairly muted, down 0.1% over the last week and up 1.0% over the last month. Recent headlines have focused on Hologic expanding its portfolio of diagnostic and women’s health technologies and deepening...

Procore Technologies (PCOR) has been back in focus after a fresh board reshuffle and an incoming CEO, with investors parsing what this evolving leadership team could mean for its construction focused AI strategy and stock trajectory. See our latest analysis for Procore Technologies. Those leadership changes and the company’s recent conference appearances seem to be feeding into a slow but constructive shift in sentiment, with a modest single digit 3 month share price return and a much...