U.S. Specialized REITs Stock News

Coterra Energy (CTRA) just surfaced on investors radar after a subsidiary teamed up with ProPetro’s PROPWR unit to power distributed microgrids across Coterra’s New Mexico Permian footprint, with deployment slated for early 2026. See our latest analysis for Coterra Energy. Despite a softer recent patch, with a 7 day share price return of minus 3.39 percent and the stock last trading at 25.38 dollars, Coterra’s 1 year total shareholder return of 9.19 percent and 5 year total shareholder return...

Empire State Realty Trust (ESRT) has quietly slipped this year, with the stock down roughly 35% year to date and about 13% over the past 3 months, despite modest revenue growth. See our latest analysis for Empire State Realty Trust. That slide has come as investors reassess REIT risk and higher-for-longer rates, with the share price now at $6.58 and short term momentum clearly fading even though multi year total shareholder returns have been roughly flat overall. If ESRT's recent weakness has...

Halliburton (HAL) just tied its latest stock swing to a big step in its VoltaGrid partnership, securing manufacturing for 400 MW of modular natural gas power that is aimed at hyperscale data centers across the Eastern Hemisphere. See our latest analysis for Halliburton. That backdrop helps explain why Halliburton’s $27.72 share price has seen a 30 day share price return of 7.36% and a 1 year total shareholder return of 8.70%, suggesting momentum is cautiously rebuilding despite a softer...

AST SpaceMobile (ASTS) is back in the spotlight after investor interest jumped ahead of its BlueBird 6 launch, a key test of whether the company can turn its space based mobile network into a real commercial business. See our latest analysis for AST SpaceMobile. The Christmas Eve BlueBird 6 launch has become the focal point for AST SpaceMobile, with the 1 day share price return of 15.03 percent adding to a 250.46 percent year to date share price return and a massive 1 year total shareholder...

Investor sentiment around Cal-Maine Foods (CALM) has cooled lately, as commentators argue that fading egg shortages could squeeze future profits, even though the company just delivered unusually strong multi year growth in sales and earnings. See our latest analysis for Cal-Maine Foods. That shift in sentiment has been reflected in the numbers, with a 90 day share price return of minus 11.51 percent and a year to date share price return of minus 18.87 percent, even as the five year total...

In December 2025, Guardian Pharmacy Services, Inc. (NYSE:GRDN) was added to the S&P Health Care Services Select Industry Index and removed from the S&P Retail Select Industry Index, reflecting a shift in how the company is classified by index providers. This reclassification could influence how investors view Guardian’s business model, as funds tracking sector indices adjust their exposure to the stock. We’ll explore how Guardian’s move into the S&P Health Care Services Select Industry Index...

In recent days, Watts Water Technologies saw Chief Accounting Officer Virginia A. Halloran sell 605 shares, while Jefferies initiated coverage emphasizing both opportunity in data center-related demand and risks tied to European exposure and residential markets. Alongside this, a positive Outperform view from TipRanks’ AI Analyst, citing strong financial performance and upbeat earnings commentary, has sharpened investor focus on Watts’ long-term growth drivers and execution risks. Next,...

BILL Holdings, Inc. recently announced that Senior Vice President, Finance & Accounting and Principal Accounting Officer Germaine Cota intends to resign effective January 16, 2026, and that shareholders approved the appointment of Natalie Derse to the board at the December 11, 2025 annual meeting. While these leadership changes adjust oversight of BILL’s financial and governance functions, recent investor attention has centered more on macroeconomic shifts that influence growth-oriented...

Earlier this month, BJ’s Wholesale Club Holdings reported third-quarter results showing 4.8% net sales growth year over year and earnings above its prior guidance, reinforcing its resilience in a challenging retail backdrop. An interesting angle for investors is how this earnings outperformance, coupled with generally supportive analyst views, highlights BJ’s ability to defend profitability while many peers face pressure on both sales and margins. We’ll now examine how this...

Mastercard (MA) has moved into the spotlight after a 14% dividend hike, a new multi billion dollar buyback plan, and fresh partnerships spanning lending, wallets, and blockchain driven payment infrastructure. See our latest analysis for Mastercard. Those moves are landing against a solid backdrop, with the share price now at $572.23 and supported by steady gains, including a roughly 10 percent year to date share price return and a powerful multiyear total shareholder return that signals...

In recent months, UP Fintech Holding reported strong year-over-year and quarter-over-quarter revenue growth, driven by a push into more diversified products and higher-quality users. At the same time, analysts have diverged in their views, with differing ratings highlighting how the company’s earnings outlook is being interpreted very differently despite similar financial data. We’ll now explore how this mix of robust recent revenue growth and contrasting analyst views could influence UP...

Earlier this month, The Exploration Company and Redwire announced an eight‑figure agreement for Redwire to supply two IDSS-compliant International Berthing and Docking Mechanism systems for TEC’s Nyx spacecraft, enabling autonomous rendezvous and docking in support of Europe’s push for independent access to space. This deal deepens Redwire’s European footprint, where more than half of its revenue already originates, and elevates its standardized docking hardware as core infrastructure for...

Symbotic (SYM) just wrapped up a $425 million equity raise and paired it with upbeat Q4 numbers, including better margins and a hefty $22.5 billion backlog anchored by new customer Medline. See our latest analysis for Symbotic. Despite some choppiness over the past week, Symbotic’s 1 month share price return of roughly 10 percent sits within a much stronger backdrop. Year to date share price gains are near 139 percent and the three year total shareholder return is above 435 percent,...

Earlier in December, Maplebear’s Instacart unit agreed to pay US$60,000,000 in consumer refunds after a US Federal Trade Commission lawsuit over delivery promotion fees, refund processes, and Instacart+ trial disclosures, and also received a civil investigative demand about its Eversight AI pricing tool following concerns about price differences on the platform. These actions spotlight how Instacart’s use of AI in pricing and its approach to fee and subscription transparency are drawing...

If you are wondering whether On Holding is still a compelling growth story at a fair price, or if the stock has already sprinted too far ahead of its fundamentals, this breakdown is for you. After a choppy stretch where the stock is down 12.3% year to date and 14.3% over the last year, the recent 17.7% jump over the past month and 198.3% gain over three years shows investors are still willing to back the long term story when sentiment turns. Much of the latest price action has been driven by...

If you are wondering whether Microsoft is still worth buying after its massive run, or if the smart money is already taking profits, you are not alone. With the stock recently closing around $485.92 and posting gains of 2.3% over the last week, 2.9% over the past month, 16.1% year to date, and 12.5% over the last year, longer term holders have seen a powerful 108.4% 3 year and 125.1% 5 year rally that raises the bar for future returns. Recent headlines have focused on Microsoft doubling down...

Chimera Investment (CIM) just reaffirmed its fourth quarter cash dividend at $0.37 per share, even as one major bank dialed back its rating on the stock heading into 2026. See our latest analysis for Chimera Investment. At a share price of $12.91, Chimera’s recent 1 month share price return of 5.82% suggests a modest rebound. However, its year to date share price return of minus 8.24% and 5 year total shareholder return of minus 28.94% point to longer term pressure, with the latest dividend...

Gap (GAP) just caught a wave of upgrades from Wells Fargo, Telsey Advisory, and Baird, as investors warm to its tariff strategy, brand rebuild, and marketing push heading into 2026. See our latest analysis for Gap. Those upgrades line up with what the tape is already telling us, with Gap’s 90 day share price return of 22.6 percent and 1 year total shareholder return of 20.4 percent pointing to momentum that has been building rather than fading as its tariff and brand reset story gains...

Fortune Brands Innovations recently increased its quarterly dividend from US$0.25 to US$0.26 per share, payable on March 11, 2026, reflecting the Board’s confidence in the company’s long-term cash flow and capital allocation approach. Award recognition for Therma-Tru’s Veris Modern Grain entryway system underlines Fortune Brands’ focus on product innovation that can support brand strength and long-term demand in its core categories. We’ll now examine how the dividend increase, alongside...

ReNew Energy Global Plc recently announced it has signed a long-term agreement with Google to support a new 150 MW solar project in Rajasthan, expected to be commissioned in 2026 and generate about 425,000 MWh of clean power annually. The deal expands ReNew’s committed commercial and industrial portfolio to 2.7 GW, underlining how large-tech corporate power buyers are increasingly turning to the company to meet their decarbonisation goals and support India’s clean energy build-out. We’ll...

On 20 December 2025, Primoris Services Corporation (NYSE: PRIM) was added to the S&P 1000 index, expanding its presence within US equity benchmarks. This index inclusion can increase visibility among institutional investors and index-tracking funds, potentially influencing trading activity and liquidity for the stock. With Primoris now included in the S&P 1000, we’ll examine how heightened index-related visibility affects its existing data center and power-focused investment narrative. Rare...

Wondering whether Skyworks Solutions is a bargain or a value trap at today’s price? You are not alone, and this article will walk through the numbers in plain English. Despite a modest 3.3% gain over the last 30 days, the stock is still down 26.9% year to date and 52.0% over 5 years. That suggests sentiment has been bruised even as short term traders test the waters again. Recent headlines have focused on shifting demand expectations in the smartphone and broader connectivity markets, as...

In recent months, Ionis Pharmaceuticals secured FDA approval for Tryngolza, its first independently launched RNA-targeted therapy for familial chylomicronemia syndrome, while multiple research firms reiterated positive views on the company’s prospects. This combination of regulatory success and renewed analyst confidence highlights Ionis’s evolution from a primarily R&D-focused biotech toward a more fully fledged commercial organization. Now, we’ll explore how Ionis’s first independent...

Sensient Technologies (SXT) just delivered an earnings beat with revenue up about 5% year over year, and that solid print, plus a fresh dividend and insider buying, is nudging sentiment steadily higher. See our latest analysis for Sensient Technologies. The latest results seem to be stabilising sentiment after a choppy stretch, with the share price up a solid 38.35% year to date and a 34.30% total shareholder return over the past year. This suggests momentum is rebuilding as investors...