U.S. Specialized REITs Stock News

NasdaqCM:CLSK
NasdaqCM:CLSKSoftware

CleanSpark (CLSK) Q1 Loss Of US$378.7 Million Tests Bullish Profitability Narratives

CleanSpark (CLSK) just posted its Q1 2026 numbers, with revenue of US$181.2 million and a basic EPS loss of US$1.35, while trailing twelve month revenue sat at US$785.2 million and TTM basic EPS was a loss of US$0.95. Over the past year, revenue has moved from US$378.97 million on a TTM basis in Q4 2024 to US$785.19 million in Q1 2026. Over the same period, EPS shifted from a quarterly profit of US$0.90 in Q3 2025 to a quarterly loss of US$1.35 in the latest period. The mix of higher revenue...
NYSE:AGM
NYSE:AGMDiversified Financial

A Look At Federal Agricultural Mortgage (AGM) Valuation As Investors Reassess Recent Share Price Performance

Why Federal Agricultural Mortgage is on investors’ radar Federal Agricultural Mortgage (AGM) has drawn fresh attention after recent share price moves, with a small gain over the past week contrasting with weaker returns over the month and past year. For investors, that mixed performance is a prompt to look more closely at how the current valuation lines up with the company’s profitability, its longer term return record, and its role in the U.S. rural credit system. See our latest analysis for...
NYSE:RAL
NYSE:RALElectronic

Ralliant (RAL) Is Down 25.4% After Huge Goodwill Impairment Triggers Surprise 2025 Net Loss

Ralliant Corporation recently reported past fourth-quarter and full-year 2025 results, swinging from profit to a US$1.37 billion quarterly net loss and US$1.22 billion full-year net loss, largely due to a very large non-cash goodwill impairment tied to its EA Elektro-Automatik business, while also affirming a US$0.05 per-share quarterly dividend and highlighting a fully unused US$200 million share repurchase authorization. Management emphasized that, despite these heavy impairment-driven...
NYSE:U
NYSE:USoftware

Unity Software Faces AI Test As Google Launches Project Genie

Google has launched Project Genie, an AI tool aimed at creating virtual worlds, directly entering a core market for Unity Software (NYSE:U). The launch has raised questions about future competition for Unity's Create platform, a key product for game and 3D content developers. Unity's CEO has publicly addressed these concerns, pointing to current technical limits of AI tools and underlining the role of professional engines in game development. Unity Software sits at the center of real time...
NasdaqGS:STGW
NasdaqGS:STGWMedia

Is Stagwell's (STGW) New Owned Media CEO a Signal of Deeper Portfolio Strategy Shifts?

Stagwell recently appointed Ben Berentson as CEO, Owned Media, to lead the operations and expansion of its owned media portfolio, including Ink, ReachTV, RealClearPolitics, and future initiatives, drawing on his 20-plus years of digital media experience at Forbes, Condé Nast, and Stagwell’s Code and Theory. This move elevates owned media as a core business engine within Stagwell’s global network, signaling a clearer focus on building value from in-house media assets rather than relying...
NYSE:EMR
NYSE:EMRElectrical

Emerson Electric (EMR) Valuation Check After Earnings Beat And Higher EPS Guidance

Emerson Electric (EMR) just paired an earnings beat with a higher adjusted EPS outlook, supported by demand across North America, India and the Middle East, as well as fresh momentum in AI-enabled software and industrial IoT recognition. See our latest analysis for Emerson Electric. The latest earnings beat and guidance lift have come alongside a strong run in the shares, with a 10.71% 1 month share price return and a 28.70% 1 year total shareholder return suggesting that momentum is...
NYSE:HUM
NYSE:HUMHealthcare

Humana (HUM) Valuation Check After Recent Share Price Weakness

Humana stock after recent weakness Humana (HUM) has come under pressure recently, with the stock showing negative returns over the past month and past 3 months. That price move is prompting some investors to reassess the health insurer’s current valuation. See our latest analysis for Humana. At a share price of US$193.94, Humana’s recent 30 day share price return of 29.49% and year to date share price return of 26.67% contrast with a 1 year total shareholder return of 28.32%. This suggests...
NasdaqGM:FRPT
NasdaqGM:FRPTFood

What Freshpet (FRPT)'s New CFO and Supply Chain Chief Means For Shareholders

Freshpet has appointed John O’Connor, a veteran finance leader from Zoetis and Thrive Pet Healthcare, as Chief Financial Officer effective February 9, 2026, while Ana Lopez, formerly a senior supply chain executive at Unilever, became Senior Vice President of Supply Chain on February 2, 2026. These hires bring deep pet care finance and large‑scale food supply chain expertise into Freshpet’s leadership bench, potentially reshaping how the company manages growth, costs, and operational...