U.S. Specialized REITs Stock News

Lam Research appointed Sesha Varadarajan as Chief Operating Officer. Anirudh Devgan joined the Lam Research Board of Directors. Lam Research announced a multi year R&D partnership with CEA Leti focused on next generation specialty technology devices. For investors watching NasdaqGS:LRCX, these leadership and board changes arrive after a period of strong share price performance, with the stock up 24.8% year to date and 183.2% over the past year. The current share price of $231.01 reflects...

Modine Manufacturing shares in focus Modine Manufacturing (MOD) has moved sharply in recent months, with the stock showing an 80.25% return over the past month and 37.94% over the past 3 months. This recent performance has put the company firmly on investors’ radar. See our latest analysis for Modine Manufacturing. At a share price of $215.72, Modine Manufacturing has seen strong momentum, with a 16.82% 7 day share price return and a very large 5 year total shareholder return, which may...

In recent weeks, Nordson Corporation amended and restated its senior unsecured multicurrency revolving credit agreement, securing a US$1.20 billion facility maturing in 2031 and using part of the proceeds to retire US$248 million of term loans while also issuing fiscal 2026 guidance calling for modest sales and adjusted earnings per share growth. Coupled with a 62-year streak of dividend increases, rising earnings estimates and a larger backlog, these financing steps underscore management’s...

Why Castle Biosciences (CSTL) is on investors’ radar right now Castle Biosciences (CSTL) has drawn fresh attention after a period where short term returns have been mixed, with the share price roughly flat over the past 3 months but weaker over the past month. See our latest analysis for Castle Biosciences. At a share price of $32.75, Castle Biosciences has experienced recent pressure, with a 7 day share price return of 16.86% and a 30 day share price return of 19.35%. This comes even though...

Wondering if Middleby at around US$161 a share is offering good value right now, or if the easy money has already been made? This article is built to help you answer that. The stock has moved 9.5% over the last week, 4.8% over the past month, 6.9% year to date and shows a 2.3% decline over the last year, which can change how investors think about both its growth potential and risk. Recent company updates and industry commentary around commercial foodservice equipment and residential kitchens...

Oscar Health, Inc. has reached profitability for the first time in its history, following operational restructuring that improved membership growth, pricing discipline and medical cost management ahead of its February 10, 2026, earnings release. This marks a critical inflection point for the tech-focused insurer as it seeks to prove that its technology-led model can support sustained, disciplined growth in a volatile health insurance market. We’ll now explore how Oscar Health’s first-ever...

TD SYNNEX (SNX) is in focus after partnering with Iterate.ai to launch Generate for Healthcare, an AI solution aimed at helping hospitals identify and recover unpaid and underpaid insurance claims across fragmented EMR systems. See our latest analysis for TD SYNNEX. The Generate for Healthcare launch comes as TD SYNNEX shares trade at US$171.38, with a 30-day share price return of 13.5% and an 11.7% year to date share price return. The 1-year and 5-year total shareholder returns of 21.7% and...

MGIC Investment: recent performance snapshot MGIC Investment (MTG) has caught investor attention after a mixed period for the stock, with a slight gain over the past week in contrast with weaker returns over the month and past 3 months. See our latest analysis for MGIC Investment. At a share price of US$27.31, MGIC Investment has recently seen short term share price weakness, with a 30 day share price return of a 5% decline. This comes even though its 1 year total shareholder return of 10.43%...

Saia stock snapshot after recent performance shift Saia (SAIA) has drawn fresh attention after a sharp move over the past week, with the share price up 24.1% and a 16.2% gain over the past month, prompting investors to revisit the story. See our latest analysis for Saia. The sharp 24.1% 7 day share price return and 47.2% 90 day share price return come against a 1 year total shareholder return of 15.1% decline and a 5 year total shareholder return of 101.7%. This suggests momentum has recently...

White Mountains Insurance Group (WTM) capped FY 2025 with Q4 revenue of US$1.6 billion and basic EPS of US$327.23, while trailing 12 month revenue sat at US$3.7 billion and EPS at US$430.14. Over the past few quarters, revenue has ranged from US$577.8 million in Q1 2025 to US$953.6 million in Q3 2024, with EPS moving from a loss of US$50.16 in Q4 2024 to US$44.17, US$47.73 and then US$327.23 through 2025 as profitability and margins shifted across the year. Taken together, these results...

Ameren’s board recently approved a 5.6% increase in its quarterly dividend to US$0.75 per share, marking the thirteenth consecutive annual raise and reflecting confidence in the utility’s regulated cash generation across Missouri and Illinois. This steady dividend progression, combined with stronger-than-expected Q3 2025 results and long-term industrial load contracts, underscores Ameren’s role as a key infrastructure provider supporting grid modernization and rising power needs. Next, we’ll...

LendingClub’s late-January earnings release showed fourth-quarter 2025 net income rising to US$41.55 million and full-year profit reaching US$135.68 million, alongside lower net charge-offs and the completion of a US$11.9 million share repurchase. Despite the stronger profitability, the company’s 2026 earnings guidance, leadership changes in the chair and chief risk officer roles, and shifting accounting and investment plans raised fresh questions about the durability and balance of its...

In early February 2026, Leidos announced new collaborations with RegScale and Trustible to integrate automated cybersecurity monitoring and AI governance across U.S. federal missions, including support for the U.S. Air Force and other defense and civilian agencies. Together, these initiatives highlight Leidos’ push to embed real-time compliance, risk management and responsible AI directly into mission workflows, reducing manual oversight burdens for government clients. We’ll now examine how...

If you are wondering whether Campbell's current share price really reflects what the business is worth, this breakdown will help you see how the numbers stack up. The stock recently closed at US$28.83, with returns of 3.0% over 7 days and 9.8% over 30 days, while longer term returns sit at 4.0% year to date, a 19.3% decline over 1 year, a 37.1% decline over 3 years and a 26.3% decline over 5 years. Recent coverage has focused on how investors are reassessing more defensive consumer names...

If you are wondering whether DigitalBridge Group's current share price reflects its true worth, you are not alone. This article focuses squarely on what the numbers say about value. The stock most recently closed at US$15.43, with returns of 0.3% over 7 days, 0.3% over 30 days, 0.3% year to date, 43.9% over 1 year, 11.8% over 3 years, and a 29.2% decline over 5 years. This mix of recent and longer term returns has put valuation back on the radar for many investors, especially those weighing...

Veeva Systems (NYSE:VEEV) is seeing wider use of its software in life sciences, as BioDlink recently went live on Veeva QMS for quality management. Top biopharmaceutical companies are also standardizing on Veeva Link Key People to manage engagement with key stakeholders using digital and AI tools. These product deployments highlight Veeva's role in supporting compliance heavy workflows and customer engagement for global pharma customers. For you as an investor, this development sits at the...

nVent Electric (NVT) has reported a busy FY 2025, with Q4 revenue of US$1.1b, basic EPS of US$0.72 and trailing 12 month earnings growth of 77.9% supported by a net profit margin of 11% versus 8% a year ago. The company has seen revenue move from US$3.0b to US$3.9b on a trailing 12 month basis, while EPS over that same window has shifted from US$1.46 to US$2.64, setting a clear earnings and margin story for investors watching this latest print. See our full analysis for nVent Electric. With...

Bullish (BLSH) has wrapped up FY 2025 with fourth quarter revenue of US$77.7 million and a basic EPS loss of US$3.62, while on a trailing twelve month basis EPS stood at a loss of US$5.99 on revenue of US$237.2 million. Over recent periods the company has seen revenue move from US$39.3 million in Q4 2024 to US$77.7 million in Q4 2025, alongside quarterly EPS that has swung between a loss of US$3.62 and a profit of US$1.39. This puts the spotlight squarely on how sustainably Bullish can...

World Kinect (NYSE:WKC) is advancing its turnaround by divesting non-profitable land divisions. The company is also pursuing aggressive share repurchases to reduce its share float. These actions represent a clear shift in how WKC is shaping its business mix and capital allocation. World Kinect, known for its energy and related services, is reshaping its portfolio by exiting land operations that are not profitable. For you as an investor, that means the business mix could lean more toward...

In late January 2026, ConnectOne Bancorp reported past fourth-quarter and full-year 2025 results, with net interest income rising to US$106.6 million for the quarter and US$353.25 million for the year, alongside higher net loan charge-offs of US$4.78 million. The bank also grew annual net income to US$80.44 million while basic earnings per share from continuing operations edged lower, and it affirmed cash dividends on both common and preferred stock. We’ll now look at how the stronger...

In recent weeks, lululemon athletica’s founder Dennis J. Wilson has moved to reassert influence by preparing a proxy fight for the 2026 annual meeting, as analysts reassessed the business amid slower U.S. sales, higher tariffs, and currency pressures. At the same time, bullish commentary from high-profile investors and fresh analyst coverage has highlighted lululemon’s debt-free balance sheet, international expansion ambitions, and men’s segment potential, reframing how investors view the...

Investors may be wondering if Scorpio Tankers at around US$68.43 is still priced attractively, or if most of the easy value has already been realized. The share price has been active, with returns of 7.6% over the past week, 22.0% over the past month, 37.7% year to date and 50.6% over the past year, while the 5-year return is very large. These moves sit against a backdrop of continued investor attention on product tanker companies and ongoing interest in how shipping capacity, charter rates...

GitLab (NasdaqGS:GTLB) has announced its upcoming Transcend virtual event focused on AI-driven software development, security, and governance. The event will highlight new GitLab platform advancements and roadmap updates for enterprise DevSecOps users. Transcend will feature case studies on real-world AI adoption across the software development lifecycle. GitLab, best known for its DevSecOps platform used to plan, build, secure, and deploy software, is using Transcend to put AI at the...

If you are wondering whether Carvana's share price still makes sense after everything it has been through, or if the value case is already stretched, you are not alone in asking that question. The stock last closed at US$403.67, with a 0.6% return over 7 days, a 10.5% decline over 30 days, a 0.9% return year to date, a 52.9% return over 1 year and a very large 3 year gain that is well over 7x, while the 5 year return sits at 36.4%. Recent headlines around Carvana have focused on its business...