U.S. Specialized REITs Stock News

SPS Commerce, Inc. reported strong third-quarter results with US$189.9 million in sales and net income of US$25.57 million, confirmed upbeat guidance for 2025, and announced a new US$100 million share repurchase program, with board authorization and progress updates provided in recent days. In addition to ongoing financial momentum, the appointment of a new Chief Commercial Officer with global experience may influence the company’s approach to growth and customer engagement going...

Xylem (XYL) grabbed attention after posting third-quarter results that exceeded expectations, with revenue growth reported across several divisions. The company also raised its full-year outlook, highlighting management’s optimism heading into year-end. See our latest analysis for Xylem. Xylem’s strong quarterly update and raised full-year outlook seem to have energized investor sentiment, with the stock’s latest share price at $151.31 and a year-to-date share price return of 30.5%. In the...

Alexander's (ALX) has caught investor attention following a renewed bump in its consensus earnings outlook. This shift comes as the company outpaces sector and industry peers despite recent dips in year-over-year quarterly results. See our latest analysis for Alexander's. This positive run comes after a steady dividend announcement and earnings results that, while down from last year, have not reduced investor optimism. Alexander’s share price has climbed 18.1% year-to-date and its total...

Kraft Heinz (KHC) announced plans for a tax-free spin-off, splitting the company into two independent public firms. This major restructuring follows recent mixed third-quarter results and softer sales volumes. See our latest analysis for Kraft Heinz. Recent months have been eventful for Kraft Heinz, from launching bold new product collaborations to unveiling a major spin-off plan. Despite these headline-grabbing moves, the share price has been trending lower, posting a year-to-date share...

Tandem Diabetes Care (TNDM) has caught the eye of investors lately, with its shares climbing 22% over the past month. As the company continues its journey in diabetes technology, recent stock movement sparks questions about what could be driving this renewed interest. See our latest analysis for Tandem Diabetes Care. While Tandem Diabetes Care's share price has surged 21.98% in a single day, momentum comes after a challenging year, with a total shareholder return over the past twelve months...

In recent days, DTE Energy's request for expedited regulatory approval to power a multi-billion-dollar data center campus in Michigan has sparked significant scrutiny, with the Michigan Attorney General and state lawmakers calling for public hearings to ensure customer protections and transparency in the process. This controversy underscores heightened regulatory attention and community interest regarding the balance between large-scale infrastructure commitments and ratepayer risk as DTE...

PACCAR (PCAR) shares edged slightly higher in recent trading, extending nearly 6% gains for the month. Investors may be looking for clues in the company’s steady revenue and net income growth, especially with the stock’s long-term track record. See our latest analysis for PACCAR. PACCAR’s recent 6% share price return over the last month signals renewed investor interest, even as its year-to-date performance lags. While short-term moves remain mixed, a resilient long-term total shareholder...

Vertex (VERX) grabbed investors’ attention this week after reporting third quarter earnings that revealed both solid progress and fresh hurdles. Cloud revenue jumped, but customer bankruptcies and faster migrations prompted management to lower Q4 guidance. See our latest analysis for Vertex. After a sharp drop in the past month, which includes a 21.3% one-month share price decline and a year-to-date slide of over 63%, Vertex is searching for stability as investors digest cautious guidance,...

In recent days, Bloom Energy completed a significant upsized fixed-income offering, issuing US$2.2 billion in zero-coupon convertible senior unsecured notes due 2030 to fund business initiatives and optimize its capital structure. This major capital raise comes on the heels of strong quarterly earnings and highlights Bloom's accelerating demand from hyperscale data centers and its growing industry influence. We'll explore how Bloom's successful bond issuance and capital restructuring could...

Crinetics Pharmaceuticals (CRNX) shares have seen mixed movement over the past month, even as the company continues to report strong annual revenue growth. Investors are watching for updates that could influence the stock’s path forward. See our latest analysis for Crinetics Pharmaceuticals. After a tough start to the year, Crinetics Pharmaceuticals’ share price has lost some ground recently, slipping another 11% over the past month. Still, the stock’s longer-term momentum is impressive...

Oracle (ORCL) is capturing attention following a wave of collaborations in AI infrastructure, including projects with OpenAI and NVIDIA, as well as new supercomputing initiatives for the U.S. Department of Energy. These partnerships and product launches reflect a clear strategy to secure Oracle’s future growth in the cloud and AI market. See our latest analysis for Oracle. While Oracle has grabbed headlines this year with high-profile AI and cloud deals, its share price recently took a...

StoneCo (NasdaqGS:STNE) has been on investors’ radars lately, as shares moved in response to recent trading trends and broader market sentiment. Its stock activity reflects evolving views on the company’s future within the diversified financials sector. See our latest analysis for StoneCo. StoneCo’s share price has delivered a rollercoaster ride this year, marked by a tremendous year-to-date gain of 107.78% that grabbed investor attention. After a strong performance rallying into the second...

BASF and D-Wave Quantum announced the successful completion of a joint proof-of-concept project, where D-Wave’s hybrid-quantum application reduced production scheduling time at a BASF liquid-filling facility from 10 hours to seconds and improved key operational metrics. This collaboration showcases how quantum technology can address real-world manufacturing challenges beyond the capabilities of classical solutions, setting new benchmarks for workflow efficiency in complex industrial...

Sylvamo (SLVM) has seen its stock performance shift recently, catching the attention of investors assessing its valuation compared to broader market moves. Recent returns suggest mixed momentum. This brings the company’s growth prospects into sharper focus for the months ahead. See our latest analysis for Sylvamo. The past year has been tough for Sylvamo shareholders, with a 1-year total shareholder return of -53.5%, reflecting both price declines and reinvested dividends. More recently, a...

Flowco Holdings (FLOC) shares have caught some attention lately, climbing about 16% over the past month despite a recent one-day dip. Investors seem curious about whether this momentum can continue, given mixed signals in recent performance. See our latest analysis for Flowco Holdings. The recent 30-day share price return of 16.1% for Flowco Holdings stands out against a year-to-date decline of 44.3%. This contrast suggests a spark of renewed interest even as the longer-term picture remains...

Harley-Davidson (HOG) delivered an impressive third quarter for 2025, outpacing Wall Street’s expectations. The company’s performance reflects strong execution in financial services, inventory controls, and targeted promotions. This positions Harley-Davidson for continued momentum. See our latest analysis for Harley-Davidson. Harley-Davidson has been working hard to keep momentum up, with new 2026 model launches and a sizeable share buyback rounding out a busy few months. Still, despite the...

Ever wondered if Webull is priced for a breakout, or if the market is missing something about its real value? You are definitely not alone. The stock has had a bumpy ride lately, sliding 10.9% over the past week and now down 17.0% for the year to date. This could signal shifting views about its growth outlook or risk. Many investors are still digesting Webull’s recent expansion into new financial products, as well as a high-profile partnership with a major fintech firm announced earlier this...

Calumet (CLMT) shares have delivered a sharp turnaround over the past month, gaining 9% as investors reacted to improving sentiment in the energy sector. Recent performance suggests the company is regaining momentum after a challenging stretch earlier this year. See our latest analysis for Calumet. Momentum around Calumet has picked up noticeably, with its 30-day share price return of 8.5% and a strong 45% gain over the last 90 days. However, the 1-year total shareholder return remains down...

Wondering if ASML Holding is a bargain or fully priced right now? You are not alone, especially with the buzz around its recent stock momentum. Despite a recent dip of 4.0% in the past week, ASML’s shares have surged 45.2% year-to-date and an impressive 53.1% over the last 12 months, sparking chatter about its growth prospects and changing risk sentiment. Much of this movement has been fueled by ongoing developments in the global semiconductor industry and ASML’s pivotal role in advancing...

Ever found yourself wondering if Shake Shack's stock is a savvy buy or just riding the wave of hype? This is a good time to get clear on what the numbers really say about its value. After a 5.0% gain over the last month but a sharp 31.6% drop year-to-date, Shake Shack’s recent price swings have caught plenty of investor attention. Adding fuel to the movement, news around new store openings and innovative menu launches have sparked renewed optimism about the company’s growth trajectory. At...

Bitmine Immersion Technologies (BMNR) has drawn attention this week following a nearly 8% gain in its stock price. The stock is bouncing back from recent declines, and investors are now considering whether this shift signals a potential turnaround for the company. See our latest analysis for Bitmine Immersion Technologies. Bitmine Immersion Technologies’ recent jump comes after a tough month that saw a 23% drop in share price, part of a broader 32% decline over the past 90 days. Still, with a...

Matador Resources (MTDR) has seen its stock pop just over 3% today. That move comes as energy stocks gain some traction and gives investors a fresh data point to watch after a difficult run for the company. See our latest analysis for Matador Resources. Matador Resources’ 1-day share price jump stands out against a tough backdrop, with this year’s share price return sitting at -32.25%. Despite that, the stock's five-year total shareholder return is a remarkable 409.8%. This reflects its...

Empire State Realty Trust recently announced its third-quarter 2025 earnings, reporting sales of US$158.41 million and new tenant leases for a 14,430 sq. ft. SORA fine dining venue at One Grand Central Place and a 3,709 sq. ft. Rolex retail store at North Sixth Street. Alongside reaffirmed earnings guidance for the year, these developments highlight ongoing tenant interest in its premium Manhattan properties during a period of shifting market conditions. We'll examine how the new...

Vornado Realty Trust (VNO) just delivered a third-quarter earnings report that turned heads, reversing last year’s loss with a solid profit. This shift was fueled by strong leasing activity in Manhattan and gains from a new master lease with NYU. See our latest analysis for Vornado Realty Trust. This fresh batch of upbeat news, paired with active Manhattan leasing and high-profile property deals, has brought renewed attention to Vornado’s momentum. While the stock has experienced some bumps...