U.S. Specialized REITs Stock News

If you are wondering whether Arm Holdings' recent share price puts it at a fair level or not, this article will walk through what that current price might mean for value focused investors. The stock recently closed at US$123.70, with returns of 17.4% over the last 7 days and 10.7% over the last 30 days, while the 1 year return sits at a 23.9% decline and the year to date return is 7.8%. Recent news flow around Arm has centered on its position in semiconductor design, licensing and ecosystem...

Recent performance context for Amazon.com (AMZN) Amazon.com (AMZN) has been under pressure recently, with the share price showing negative returns over the past week, month, past 3 months, year to date, and past year, prompting closer attention from investors. See our latest analysis for Amazon.com. With the share price at US$210.32 and a 30 day share price return of a 14.98% decline, recent momentum has clearly faded, even though the 3 year total shareholder return of 115.47% still reflects...

If you are looking at Curtiss-Wright and wondering whether the current share price gives you good value, this article will walk you through what the numbers are actually saying. The stock last closed at US$649.32, with returns of 7.3% over the past 30 days, 13.4% year to date, 83.3% over 1 year and a very large gain over 5 years that is just under 5x. Recent interest in Curtiss-Wright has been shaped by ongoing attention on companies in capital goods and defense related markets, as investors...

Prudential Financial (PRU) is under close watch after voluntarily halting new sales in its Japan business for three months following internal findings of employee misconduct. Management estimates a meaningful hit to 2026 pretax adjusted operating income. See our latest analysis for Prudential Financial. The misconduct issue and Japan sales halt come after a mixed stretch for the stock, with a 7 day share price return of 7.48% and a 30 day share price return of 12.94% decline weighing on...

Niagen Bioscience, Inc. (NASDAQ: NAGE) previously announced it will report fourth quarter and fiscal 2025 results and host an investor conference call on March 4, 2026, including a general business update following the release of its earnings after market close. The company’s position as a leading NAD+ player, with FDA-recognized Niagen® and defended patents around nicotinamide riboside, highlights a reinforced regulatory moat and product pipeline momentum. We’ll now examine how the upcoming...

Why Roper’s latest earnings are getting fresh attention Roper Technologies (ROP) just released fourth quarter and full year 2025 results, showing higher sales but lower net income, along with a completed US$500 million buyback that has investors taking a closer look at the stock. See our latest analysis for Roper Technologies. At a share price of US$362.42, Roper’s 1 month share price return of a 16.65% decline and 3 month share price return of a 19.43% decline point to fading momentum. The 1...

Wondering if Post Holdings at around US$114.61 is offering fair value or a potential bargain, especially after its recent run, is a natural question for anyone watching the stock. The share price performance has been strong recently, with returns of 12.0% over the last 7 days, 15.7% over the last 30 days, 15.0% year to date and 68.0% over 5 years. The 1 year return stands at 1.8% and the 3 year return at 24.9%. Recent attention on Post Holdings has centered on its position within the...

Why Cloudflare’s upcoming earnings are in focus Cloudflare (NET) is set to report fourth quarter 2025 results on February 10, 2026, drawing attention to how enterprise demand for zero trust cybersecurity compares with recent challenges in closing larger deals. See our latest analysis for Cloudflare. Cloudflare’s share price has been choppy, with a 1-day share price return of 6.23% contrasting with a 90-day share price return showing a decline of 27.99%. Its 3-year total shareholder return of...

Why AerCap Holdings (AER) Is On Investor Radars Today AerCap Holdings (AER), a global aircraft leasing and aviation services company, is drawing attention after recent share price moves, with the stock showing mixed returns over the past week, month, and past 3 months. See our latest analysis for AerCap Holdings. At a share price of $140.07, AerCap’s recent 1 day and 1 month share price declines sit against a much stronger backdrop, with a 1 year total shareholder return of 44.67% and a 5...

Donaldson Company (NYSE:DCI) named COO Richard Lewis as its next CEO, succeeding retiring CEO Tod Carpenter. The leadership transition follows Carpenter’s extensive tenure and is set to take effect alongside his retirement. Donaldson also agreed to acquire Facet Filtration for $820 million, adding to its filtration offerings. The combination of the CEO handover and the Facet Filtration deal marks a significant corporate update for the company. For investors tracking Donaldson Company at a...

Recent share performance snapshot EchoStar (SATS) has drawn fresh attention after a sharp share price move, with the stock up 4.3% over the past day and showing a total return of about 513% over the past 3 months. See our latest analysis for EchoStar. That 4.3% one day share price gain to US$111.61 comes after a softer patch, with a 30 day share price return of 7% and a year to date share price return that is roughly flat, while the 1 year total shareholder return above 280% points to...

Why Vontier (VNT) Is On Investors' Radar Vontier (VNT) has attracted fresh attention after recent share price moves, with returns of 4.6% over the past day and 12.3% over the past week prompting closer scrutiny from investors. Those short term gains sit alongside month and past 3 months returns of 8.0% and 11.1%. Together with a value score of 5, this is leading some investors to reassess how the stock currently stacks up. See our latest analysis for Vontier. At a share price of US$42.10,...

MGM Resorts International (MGM) is back in focus after posting fourth quarter earnings that topped analyst expectations, alongside a profitable year for its BetMGM joint venture and record EBITDAR in Macau. See our latest analysis for MGM Resorts International. The latest earnings beat and BetMGM profitability seem to have reset sentiment, with the 1 day share price return of 3.34% and 7 day share price return of 11.78% contributing to a 90 day share price return of 14.12%. However, the 3...

Earlier this week, Broadcom announced the industry's first Wi‑Fi 8 access point and switch solution built on its new BCM49438 APU and Trident X3+ BCM56390 Ethernet switch, aiming to support AI-ready enterprise networks with unified security, analytics, and multi-gigabit performance. An interesting angle is that this enterprise Wi‑Fi 8 launch sits alongside surging AI data-center demand from hyperscalers like Alphabet and Amazon, positioning Broadcom across both cloud AI accelerators and the...

Why Perella Weinberg Partners Has Caught Investor Attention Perella Weinberg Partners (PWP) has been drawing fresh interest from investors after a strong recent share price move, with the stock up around 8% over the past week and about 23% over the past month. See our latest analysis for Perella Weinberg Partners. The latest 1 day share price return of 8.0% continues a run that has lifted the 30 day share price return to 23.4% and the year to date share price return to 32.5%. The 3 year total...

WisdomTree, Inc. recently reported past fourth-quarter and full-year 2025 results, highlighting revenue of US$147.43 million for the quarter and US$493.75 million for the year, alongside higher net income and earnings per share than the prior year, and also declared a US$0.03 quarterly cash dividend payable on February 25, 2026. In parallel, WisdomTree expanded its tokenized funds to the Solana blockchain through its WisdomTree Connect and WisdomTree Prime platforms, underscoring the firm’s...

Oracle (ORCL) is back in focus after outlining plans to raise US$45b to US$50b through new equity and debt in 2026, to fund large AI cloud projects and deepen its exposure to hyperscale customers. See our latest analysis for Oracle. That capital raise plan lands in a choppy period, with a 30 day share price return of 28.06% and a 90 day share price return of 40.70% showing pressure building on the stock despite a 5 year total shareholder return of 142.45%. Short term momentum has faded even...

If you are wondering whether Brinker International's current share price still offers value, this article will walk through what the numbers say and how that lines up with the story around the stock. The shares most recently closed at US$168.93, with returns of 7.1% over the last 7 days, 5.6% over the last 30 days, 11.5% year to date, a 1.8% decline over the past year and a very large 3 year gain alongside a 152.9% 5 year return. Recent market attention has been shaped by ongoing updates...

CVS Health (CVS) is under pressure as regulators target pharmacy benefit manager transparency; CMS floats lower-than-expected Medicare Advantage rates; and a pricing dispute removes CVS pharmacies from Horizon NJ Health and NJ Family Care networks in New Jersey. See our latest analysis for CVS Health. At a share price of $78.35, CVS Health has seen a 5.14% 7 day share price return and a 1.04% 90 day share price return. The 1 year total shareholder return of 50.60% contrasts with softer year...

Reynolds Consumer Products recently reported full-year 2025 results, with revenue of US$3.72 billion and net income of US$301 million, and issued 2026 guidance that points to flat-to-slightly changing sales and higher earnings per share alongside an affirmed quarterly dividend of US$0.23. Management highlighted broad market share gains, margin improvement and ongoing innovation, but paired these achievements with cautious 2026 revenue guidance amid competitive pricing pressure and persistent...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Newell Brands has reduced its sourcing exposure to China, shifting its supply chain footprint. The company is rolling out automation and AI tools to improve productivity across its global operations. Management is resetting pricing after some customers pushed back on previous price levels. Newell Brands recorded a substantial impairment of acquired intangible assets in its latest quarter. Newell Brands (NasdaqGS:NWL) is making these changes while its shares trade at $4.63. The stock is up...

Patrick Industries, Inc. reported past fourth-quarter 2025 results with sales rising to US$924.17 million and net income to US$29.08 million, alongside higher earnings per share versus a year earlier. The company also delivered full-year sales of US$3.95 billion, maintained solid profitability, completed multiple marine-focused acquisitions, and raised its quarterly dividend to US$0.47 per share, underscoring its emphasis on both growth and shareholder returns. Against this backdrop, we’ll...

Why Ralph Lauren’s latest earnings and outlook update matter for investors Ralph Lauren (RL) just delivered quarterly results that topped earlier commitments and lifted its full year revenue and operating margin guidance, while also flagging upcoming margin pressure from higher tariffs and heavier marketing spend. For you as an investor, that mix of raised full year expectations and near term cost headwinds puts the focus on how durable the company’s current momentum really is across regions,...