U.S. Specialized REITs Stock News

Adaptive Biotechnologies (ADPT) closed out FY 2025 with Q4 revenue of US$71.7 million and a basic EPS loss of US$0.09, alongside net income excluding extra items of a US$13.6 million loss. This provides a clear snapshot of where the business stands after a volatile year. The company reported revenue of US$47.5 million in Q4 2024 and US$71.7 million in Q4 2025, while basic EPS moved from a loss of US$0.23 to a loss of US$0.09 over the same period. This places the focus on how far these revenue...

Tyson Foods is removing artificial ingredients from its prepared foods to align with newly updated US dietary guidelines. The move connects its product lineup more closely to federal recommendations that emphasize whole foods and protein. This shift targets changing consumer preferences and potential future government standards around food quality and labeling. For investors watching Tyson Foods (NYSE:TSN), this product reset offers a perspective beyond usual earnings headlines. The shares...

Recent share performance and valuation signals Atlassian (TEAM) has drawn attention after a sharp pullback, with the share price around $94.72 and negative returns over the past month and past 3 months raising fresh questions about how to think about the stock today. See our latest analysis for Atlassian. The recent 19.9% 7 day share price decline caps a tough stretch for Atlassian, with the 1 year total shareholder return of 69.9% and 5 year total shareholder return of 62.6% highlighting how...

If you are wondering whether Parsons is offering fair value right now, you are not alone. Many investors are trying to work out what a reasonable price looks like for this stock. Parsons recently closed at US$69.44, with returns of 5.6% over the last 30 days, 11.6% year to date, a 9.7% decline over 1 year, and gains of 52.8% over 3 years and 76.0% over 5 years. Taken together, this gives a mixed picture of recent and longer term performance. Recent news around Parsons has focused on its...

Babcock & Wilcox Enterprises (BW) stock is back in focus after the company signed a Memorandum of Understanding with ASELSAN to explore a new electronic warfare training system for the UK Royal Air Force. See our latest analysis for Babcock & Wilcox Enterprises. The ASELSAN agreement arrives after a sharp pick up in momentum, with Babcock & Wilcox’s 30 day share price return of 60.47% and year to date share price return of 49.61% building on a very large 1 year total shareholder return. The...

What the new US national bank means for Nu Holdings shareholders Nu Holdings (NYSE:NU) just cleared a key hurdle in its push into the United States, securing conditional OCC approval to form Nubank, N.A., which would operate under a federal banking framework. This green light, combined with leadership appointments at the new US bank and prior regulatory progress in Mexico and Brazil, gives investors a fresh reference point for thinking about Nu’s scale, product mix, and potential long term...

In recent days, attention on Upstart Holdings has intensified as investors prepare for its February 10, 2026 earnings release, with expectations for materially higher year-over-year earnings per share and revenue. At the same time, Upstart’s AI-driven alternative to traditional FICO underwriting is drawing fresh scrutiny and interest amid shifting fintech sentiment and regulatory debates over potential interest-rate caps. With these earnings expectations and regulatory discussions in focus,...

In early February 2026, the MSG Family of Companies and Infosys extended their partnership, renaming the 5,600-seat Theater at Madison Square Garden as the Infosys Theater and expanding Infosys’ digital innovation and branding presence across the venue complex and its sports franchises. This deepened collaboration underlines how Sphere Entertainment’s broader ecosystem is increasingly monetizing sponsorship, technology integration, and fan-experience enhancements across high-profile...

Estée Lauder Companies (EL) just posted Q2 2026 results with revenue of US$4.2 billion and basic EPS of US$0.45, alongside net income of US$162 million, putting the latest quarter firmly back in profit territory. Over the past few quarters, revenue has moved from US$3.4 billion in Q1 2025 and US$4.0 billion in Q2 2025 to US$3.5 billion in Q3 2025, US$3.4 billion in Q4 2025, US$3.5 billion in Q1 2026, and now US$4.2 billion in Q2 2026. Basic EPS has ranged from losses of US$1.64 in Q2 2025 and...

In January 2026, ICON plc expanded its oncology research capabilities by opening the Brian Moran Cancer Institute at Duly Health and Care in Illinois, adding a comprehensive team of medical, radiation, and surgical oncology specialists to its Accellacare Site Network. This move deepens Accellacare’s ability to support oncology clinical trials and tackle one of the sector’s toughest issues: recruiting enough suitable patients for increasingly complex cancer studies. We will now examine how...

In early February 2026, Agilent Technologies announced it will showcase next-generation automated workflow innovations, including advanced imaging, AI-driven lab optimization, and compliance-enabling software, at the SLAS2026 International Conference in Boston. An interesting aspect of this news is Agilent’s emphasis on open, multi-vendor automation ecosystems that link its instruments with robotics partners like ABB Robotics, HighRes Biosolutions, Biosero, and Unite Labs, potentially...

Strategy (MSTR) closed out FY 2025 with fourth quarter revenue of US$123 million and a basic EPS loss of US$42.93. Trailing twelve month figures show revenue of US$477 million and a basic EPS loss of US$15.23. Over recent quarters, the company has seen quarterly revenue move from US$111 million in Q1 2025 to US$128.7 million in Q3 2025 before landing at US$123 million in Q4. This was alongside basic EPS swinging from a loss of US$16.47 in Q1 to a profit of US$36.23 in Q2 and back to a loss in...

Event driven focus on Eos Energy Enterprises Eos Energy Enterprises (EOSE) has drawn fresh attention after management outlined plans to materially lift revenue in late 2025 by easing operational bottlenecks and ramping production of its zinc based battery systems. This shift comes as AI and data center power needs grow and supply chain and tariff pressures keep the spotlight on U.S. manufactured, non lithium storage solutions, putting Eos’s execution plans under closer investor scrutiny. See...

Alexandria Real Estate Equities (ARE) is in focus after disclosing a large fourth quarter real estate impairment and reporting quarterly and full year net losses, along with lower sales and revenue compared with the prior year. See our latest analysis for Alexandria Real Estate Equities. Those impairment driven losses and the new tender offers for long dated notes come after a mixed year in the market, with a 1 month share price return of 7.13% and a 1 year total shareholder return decline of...

Dover (NYSE:DOV) has been identified as a key beneficiary of growth trends in the global fuel dispenser market. The company is cited for its role in smart fuel dispensing and support for alternative fuels as automation, IoT, and sustainability gain traction. This development highlights longer term opportunities tied to structural shifts in how fuel is monitored, delivered, and managed worldwide. Dover, trading at $223.66, is being noted for its position in fuel dispensing technology at a...

Coca-Cola (NYSE:KO) is discontinuing Minute Maid frozen juice concentrates in the U.S. and Canada after nearly 80 years. The move reflects a shift in its juice portfolio toward ready to drink and refrigerated products. The change affects a long standing grocery staple and may influence how consumers interact with the Minute Maid brand. Coca-Cola, through its Minute Maid brand, has long been a major player in the juice category across frozen, shelf stable, and chilled products. The decision...

Patrick Industries (PATK) capped FY 2025 with Q4 revenue of US$924.2 million and EPS of US$0.90, while trailing twelve month revenue came in at US$4.0 billion and EPS at US$4.16. Over the past few quarters, the company has seen revenue move between US$846.1 million and US$1.05 billion, with quarterly EPS ranging from US$0.45 to US$1.25. This gives investors a clear view of how the top line and per share earnings have tracked into the latest full year run rate. With a trailing net margin of...

Array Digital Infrastructure, Inc. has been monetizing its remaining assets following the past sale of its wireless business to T-Mobile, including distributing a special dividend to shareholders and pursuing additional spectrum sales. An interesting angle is the company’s under-monetized tower portfolio, where recent initiatives have driven rapid cash flow growth and highlighted previously underappreciated asset value. Next, we’ll examine how Array’s ongoing spectrum sales and tower...

Equity Residential (EQR) has wrapped up FY 2025 with fourth quarter revenue of US$781.9 million and basic EPS of US$1.01, alongside funds from operations of US$376.8 million that remain a key gauge for this residential REIT. Over the past few quarters, the company has seen revenue move from US$766.8 million in Q4 2024 to US$781.9 million in Q4 2025. Trailing twelve month basic EPS was US$2.95 and net income reached about US$1.1 billion, which may lead investors to focus on how margins and...

New Chief Product Officer puts AI focus in the spotlight CCC Intelligent Solutions Holdings (CCC) has appointed Josh Valdez as Chief Product Officer, with a mandate to oversee product strategy, design, and delivery, including scaling AI-driven capabilities across its insurance-focused SaaS platform. See our latest analysis for CCC Intelligent Solutions Holdings. Despite the appointment of a new Chief Product Officer and recent updates such as the upcoming Q4 2025 results release and workforce...

Liberty Live Holdings, Inc. came under pressure after Live Nation’s past third‑quarter earnings showed weaker‑than‑expected concert segment results and management reduced its 2026 ticketing outlook due to regulatory actions on ticket bots and costs tied to an FTC lawsuit. The episode highlights how Liberty Live’s exposure to Live Nation links its investment story not just to concert demand, but also to evolving regulatory and legal risks around ticketing. Next, we will consider how Live...

AI report puts DigitalOcean Holdings (DOCN) in focus DigitalOcean Holdings (DOCN) is back on investors’ radar after its latest Currents report highlighted how more businesses now treat AI as a core strategy and are reallocating spend from training to inference. The company also pointed to rising demand for integrated AI infrastructure and platform tools, which puts extra attention on how its cloud offering lines up against these usage trends and what that might mean for its business mix. See...

McCormick stock: what the recent performance tells you McCormick (MKC) has drawn fresh attention after a recent stretch of mixed returns, with the share price roughly flat year to date, modest gains over the past 3 months, and a 1 year total return decline. For investors, that combination of muted near term moves and weaker 1 year performance raises a simple question: does the current price around $67.42 fairly reflect a business generating US$6.84b in revenue and US$789.4m in net income, or...

Figma (NYSE:FIG) reports accelerating revenue growth and deeper customer spend, with large-customer revenues and annual revenue run rate reaching record levels. The company expands its AI focus through the acquisition of an AI-focused startup, reinforcing its product roadmap around AI driven design capabilities. These business updates arrive after recent analyst downgrades and a sharp share price pullback, drawing attention to fundamentals rather than sentiment. Figma sits at the center of...