U.S. Specialized REITs Stock News

In the past quarter, McKesson reported an 11.4% year-on-year revenue increase, with sales meeting expectations and full-year EPS guidance slightly exceeded. Separately, Exchange Solutions, a loyalty and personalized offer platform used by McKesson, joined the MACH Alliance, highlighting McKesson’s focus on modern, composable, AI-enabled customer engagement without overhauling core infrastructure. We’ll now examine how the earnings beat on full-year EPS guidance shapes McKesson’s existing...

On March 20, 2026, the U.S. Department of Energy, SB Energy and AEP Ohio announced multi-billion-dollar plans for 765-kilovolt transmission infrastructure to power a planned 10-gigawatt data center campus at the former Piketon gaseous diffusion plant, with SB Energy funding US$4.20 billion of new transmission to limit rate impacts on Ohio residents. This project highlights how hyperscale data center demand is starting to reshape grid investment, positioning AEP’s high-voltage network as...

If you are wondering whether Thermo Fisher Scientific at around US$490 per share is pricing in too much optimism or not enough, this article breaks down what that current price tag might really mean for you. The stock has moved 5.6% over the last 7 days, while returns sit at a 5.0% decline over 30 days, a 17.2% decline year to date and a 4.1% decline over the past year, with a 10.8% decline over 3 years and a 9.0% gain over 5 years. Recent headlines around Thermo Fisher Scientific have...

Earlier this week, Lam Research reported a record year capped by an exceptional quarter, beating revenue and EPS expectations and issuing revenue guidance above analyst forecasts, underpinned by strong demand for its semiconductor tools used in AI-related chip production. At the same time, Lam Research featured prominently in institutional portfolios and equal-weight tech ETFs, as investors focused on its free cash flow returns, dividend growth ambitions, and exposure to AI infrastructure...

e.l.f. Beauty (NYSE:ELF) has partnered with basketball player and musician Flau'jae Johnson, highlighting a focus on community empowerment and social impact. The collaboration includes mentorship and community engagement initiatives, along with a sizable donation to Johnson’s foundation. This move extends e.l.f. Beauty’s brand activity beyond products into broader cultural and social conversations relevant to Gen Z consumers. e.l.f. Beauty operates in the color cosmetics and skincare space,...

Insider sale and earnings momentum put GigaCloud Technology (GCT) in focus A recent insider sale by GigaCloud Technology (GCT) CEO Wu Lei, combined with upgraded earnings estimates and a track record of topping consensus forecasts, has put the stock on more investors’ watchlists. See our latest analysis for GigaCloud Technology. The recent insider sale and stronger earnings expectations are landing on a stock that already has strong momentum, with a 32.14% 1 month share price return and a...

Why HCI Group is on investors’ radar today HCI Group (HCI) has drawn investor attention after recent trading, with the stock around $153.85 and mixed share performance over the past year, including a modest gain over the past month and a decline over the past three months. See our latest analysis for HCI Group. Recent trading has been choppy, with a 90-day share price return of 20.9% and a year to date share price return of 16.3%. This is in contrast to a 1-year total shareholder return of...

Why Apple Hospitality REIT (APLE) is on income investors’ radar today Apple Hospitality REIT (APLE) has been drawing fresh attention as investors reassess hotel focused real estate investment trusts, looking closely at its recent share performance, value score of 4, and sizeable US$2.8b market value. See our latest analysis for Apple Hospitality REIT. Recent trading has been mixed, with a 1-day share price return of 1.79% and a 7-day share price return of 1.53% contrasting with a 30-day share...

Harley-Davidson has recently begun reducing its global workforce after reporting a 26% drop in 2024 profits and a US$29 million operating loss in 2025, which the company partly attributes to higher tariff costs. Management is targeting at least US$150 million in annual run-rate savings from 2027, aiming to address overcapacity and a cost base misaligned with demand while facing tariff expenses that reached US$67 million in 2025 and are expected to be between US$75 million and US$105 million...

Why Park Hotels & Resorts is on investors’ radar Park Hotels & Resorts (PK) has drawn fresh attention after its latest annual figures showed revenue of US$2,545.0 million alongside a net income loss of US$283.0 million, prompting investors to reassess this lodging REIT. See our latest analysis for Park Hotels & Resorts. At a share price of US$10.60, Park Hotels & Resorts has seen short-term pressure, with a 1-month share price return of a 4.5% decline, even though the 3-year total shareholder...

Ameresco (NYSE:AMRC) completed energy efficiency and infrastructure upgrades at the historic Moses Building in Pittsylvania County, Virginia. The project supports public safety operations while preserving the building's character. Work focused on energy savings, modernization, and addressing deferred maintenance in an occupied facility. For investors tracking NYSE:AMRC, this project illustrates how the company applies its energy efficiency and infrastructure expertise to real world public...

Wondering whether Babcock & Wilcox Enterprises at US$15.63 is offering value or just headlines? This article breaks down what the current share price might really imply. The stock has seen sharp recent moves, with returns of 10.3% over 7 days, 79.9% over 30 days and 146.1% year to date, while the 1-year return is very large off its prior level. Recent news coverage has focused on Babcock & Wilcox Enterprises as part of broader discussions around capital goods and energy related...

Why Figma (FIG) is on investors’ radar now Without a single headline event driving attention, Figma (FIG) has still drawn interest after recent trading that leaves the stock well below many prior entry points, prompting fresh questions about how its fundamentals stack up. See our latest analysis for Figma. At a share price of US$21.09, Figma’s recent slide, including a 7 day share price return of 16.5% and around 43.9% year to date share price decline, suggests momentum has been fading as...

PBF Energy stock: why recent performance has investors taking notice PBF Energy (PBF) has attracted attention after a strong run in recent months, with the share price at $49.35 and returns over the past month and past 3 months standing out among U.S. refiners. See our latest analysis for PBF Energy. That recent move is part of a broader upswing, with a 30 day share price return of 43.79% and year to date share price return of 72.98%. The 1 year total shareholder return of 165.27% points to...

TransMedics Group expanded its National Organ Care System Program, aiming to handle a larger share of U.S. transplant procedures. The company is advancing kidney and lung transplant initiatives, including full control of the ENHANCE clinical trial. TransMedics is preparing simultaneous U.S. and Europe clinical trial launches for its kidney program as part of a broader transplant platform push. TransMedics Group, NasdaqGM:TMDX, is pushing beyond its medical device roots toward a more...

AI product launches reshape the Palo Alto Networks (PANW) story Palo Alto Networks (PANW) has just rolled out Prisma AIRS 3.0, Next-Generation Trust Security, and Prisma Browser for Business, a cluster of AI focused security launches that reframes how investors might think about its stock. See our latest analysis for Palo Alto Networks. Despite this cluster of AI security launches, Palo Alto Networks’ recent price action has been choppy, with a 1-day share price return of a 2.54% decline, a...

In March 2026, Coinbase announced an integration with Chainlink’s DataLink service to publish its premium exchange and derivatives data onchain, giving DeFi protocols secure access to order books, spot prices, perpetuals, and futures data across crypto, metals, energy, and equity markets. By making institutional-grade exchange data available through Chainlink’s oracle network, Coinbase is helping expand the range and sophistication of onchain products, from tokenized real-world assets to...

AngloGold Ashanti (NYSE:AU) has released a Technical Report Summary for its Arthur Gold Project in Nevada. The report identifies Arthur as a Tier One gold deposit. New Probable Mineral Reserves have been established for the project. AngloGold Ashanti plans to progress Arthur towards a full feasibility study following this report. For investors following gold producers, AngloGold Ashanti is a large, diversified miner with assets across several regions, and Arthur adds another project in a...

Earlier in March 2026, Cellebrite announced the global rollout of Guardian Investigate and early access to Genesis, two agentic AI solutions that digitally centralize case management, automate evidence analysis and support secure, collaborative investigations across law enforcement and public safety agencies. A key insight is that these products effectively turn Cellebrite’s platform into an end-to-end, AI-assisted investigative workspace, where evidence flows in real time from collection to...

Generac Holdings has recently launched its SD1250 and SD1500 diesel generators, powered by a Perkins 5012 46-liter engine and aimed at mission-critical applications such as data centers, healthcare facilities, water utilities, and heavy industrial users, with features like improved fuel efficiency, reduced emissions, flexible voltages up to 4,160V, and high ambient operation. This launch meaningfully expands Generac’s industrial energy portfolio into higher-capacity backup power, reinforcing...

USA Rare Earth (NasdaqGM:USAR) has commissioned its first commercial magnet production line, Phase 1a, in Stillwater, Oklahoma. The facility is set up to produce sintered neodymium iron boron permanent magnets within the United States. The company expects to begin customer shipments from this line in Q2 2026. For readers following the rare earth and magnet space, this step moves NasdaqGM:USAR from a development stage story toward active commercial operations. The Stillwater line is part of...

BridgeBio Pharma (BBIO) is in focus after announcing it will share long term efficacy and safety data for acoramidis in ATTR-CM at the American College of Cardiology Annual Scientific Sessions. See our latest analysis for BridgeBio Pharma. The latest acoramidis update comes as BridgeBio’s share price sits at US$71.61, with a 1-day share price return of 4.49% and a 30-day share price return of 5.45%. However, a 90-day share price return decline of 6.43% contrasts with a very strong 1-year...

Wondering if California Water Service Group at around US$43.94 is offering fair value right now, or if the price is out of line with what you are actually getting. The stock is up 1.5% over the last 7 days and 2.3% year to date, but it has seen a 5.3% decline over 30 days and a 2.7% decline over the past year, which can change how the market is weighing risk and return. Recent coverage has focused on how regulated utilities like California Water Service Group respond to changing funding...

Earlier in March 2026, Forgent Power Solutions, Inc. filed a follow-on offering of 30,000,000 shares of its Class A common stock and reported second-quarter fiscal 2026 results showing sales of US$296.4 million with net income of US$0.246 million. The company also issued revenue guidance for the second half and full fiscal year 2026 and drew strong media attention for its role supplying electrical distribution equipment for AI data centers, putting both its capital-raising and growth...