U.S. Specialized REITs Stock News

Relay Therapeutics, Inc. recently presented a subset analysis of interim data from its first-in-human ReDiscover trial, highlighting zovegalisib’s efficacy and tolerability in heavily pretreated HR+/HER2- advanced breast cancer patients at the 2025 San Antonio Breast Cancer Symposium. The data showed consistent progression-free survival and response rates across challenging subgroups, such as prior SERD exposure and ESR1-mutated tumors, reinforcing interest in this allosteric PI3Ka...

NGL Energy Partners (NGL) has quietly pulled back about 3% over the past month after a huge run in the past 3 months, leaving many investors wondering whether this is a healthy pause or an early warning sign. See our latest analysis for NGL Energy Partners. That pullback comes after a powerful stretch, with the 90 day share price return of 51.27 percent and a one year total shareholder return of 101.7 percent signaling that momentum, while cooling near 9.50 dollars, is still very much...

Noble Corporation has entered definitive agreements to sell six jackup rigs and has recently moved its ultra-deepwater drillship Globetrotter I into the Black Sea, where it began preparing for a new drilling campaign ahead of year-end. At the same time, a JPMorgan downgrade highlighting concerns over delayed ultra-deepwater contracts and limited pricing power adds a fresh lens on Noble’s repositioning toward deepwater and ultra-harsh environment work. We’ll now examine how Noble’s decision...

Earlier in 2025, Masimo held its Investor Day and outlined a multi-year plan targeting 7%–10% revenue CAGR and about 30% operating margins by 2028, while also completing the sale of its Sound United consumer audio unit to Samsung’s Harman to sharpen its focus on core healthcare monitoring. The company also secured a very large US$634 million jury verdict in a patent dispute with Apple over blood-oxygen technology, though the outcome remains uncertain as Apple plans to appeal, adding both...

WillScot Holdings (WSC) is navigating a rough patch, with the stock down about 26% over the past six months as softer quarters and expectations for a roughly 5% revenue decline weigh on sentiment. See our latest analysis for WillScot Holdings. Despite appointing a new Chief Accounting Officer to steady the ship and sharpen execution, the stock’s roughly 43% year to date and one year share price and total shareholder returns show momentum has clearly faded as investors reassess growth and...

Asana (ASAN) is back in the spotlight after BTIG initiated coverage with a Neutral view, just as KeyBanc shifted to a more positive stance. This is putting fresh attention on the company’s leadership, strategy, and recent execution. See our latest analysis for Asana. Those mixed signals help explain why Asana’s 1 month share price return of 19.1% looks strong even as its year to date share price return and 1 year total shareholder return both remain firmly negative. This suggests momentum is...

Xencor (XNCR) has struggled this year, but the stock quietly jumped nearly 50% over the past quarter. This move is drawing fresh attention to whether its antibody platform and licensing deals might be mispriced by the market. See our latest analysis for Xencor. That surge sits against a tougher backdrop, with the share price down sharply year to date and the 1 year total shareholder return also negative. This suggests recent momentum reflects shifting expectations around pipeline risk rather...

EQT (EQT) just moved to retire all of its 7.5% Senior Notes due 2027, a roughly $496 million slug of debt, tightening its balance sheet at a moment when natural gas dynamics are shifting in its favor. See our latest analysis for EQT. That debt clean-up comes after a busy stretch for EQT, from exiting its Kodiak Gas Services stake to boosting financial flexibility ahead of expected LNG demand growth. The stock’s roughly 14% year to date share price return sits alongside a powerful five year...

Wondering if NIKE at around $58 is a bargain or a value trap right now? You are not alone. Many long-term investors are asking the same question. Despite being a household brand, the stock has been under pressure, with shares down about 13% over the last week, 6.5% over the last month, and roughly 20.3% year to date, extending a multi-year slide of around 55.5% over five years. Recently, the conversation around NIKE has centered on shifting consumer demand, heightened competition from newer...

TD SYNNEX (SNX) just rolled out its AI Game Plan workshop under the Destination AI framework, giving partners a structured way to turn AI ideas into concrete 90 day execution roadmaps that could deepen customer relationships. See our latest analysis for TD SYNNEX. The launch of AI Game Plan lands as TD SYNNEX trades around $154.13, with a roughly 32% year to date share price return and a near 99% five year total shareholder return, signalling that momentum has been building over the longer...

Recently, Keefe, Bruyette & Woods downgraded Moelis & Company from an “Outperform” to a “Market Perform” rating, while other firms also revisited their views on the investment bank. This cluster of analyst opinion changes highlights a reassessment of Moelis’ prospects and risk profile, even as its advisory-focused model remains intact. Next, we’ll examine how this downgrade, amid broader analyst recalibration, affects Moelis’ existing investment narrative around growth and margins. Find...

Wolfspeed (WOLF) has been quietly grinding through a tricky year, with the stock down year to date even as its silicon carbide story gains attention among EV and power equipment makers. See our latest analysis for Wolfspeed. The 1 month share price return of 6.9 percent hints that sentiment is stabilising after a tough stretch. However, the year to date share price return remains firmly negative, suggesting momentum is still rebuilding as investors weigh execution risks against Wolfspeed’s...

Armstrong World Industries (AWI) just refreshed its balance sheet in a meaningful way, locking in $910.6 million of new credit capacity that runs to 2030. This gives the ceiling specialist more room to fund growth and buybacks. See our latest analysis for Armstrong World Industries. Investors seem to like that Armstrong World is arming itself for more growth, with the latest refinancing arriving after a strong year to date, including a 32.88 percent year to date share price return and a...

Sea (NYSE:SE) just dropped a quarterly update that checked two big boxes for investors: healthier profits and cash flow, plus a sizable share buyback that underlines management’s confidence despite ongoing competitive and margin pressure. See our latest analysis for Sea. Even with this stronger quarter, Sea’s 30 day share price return of minus 7.13 percent and 90 day share price return of minus 36.79 percent show momentum has cooled. At the same time, a 3 year total shareholder return of...

Hut 8 Corp. recently announced that Jacobs Solutions has been engaged as the Engineering, Procurement and Construction Management partner, working with Vertiv, to deliver an advanced AI infrastructure project expected to set a new benchmark for facility complexity and performance. This role reinforces Jacobs' position in high-end digital and advanced facilities work, aligning its engineering expertise with the fast-expanding AI infrastructure ecosystem. Next, we’ll examine how Jacobs’ new...

In December 2025, Mineralys Therapeutics reported that its Phase 3 Launch-HTN trial of lorundrostat for uncontrolled or treatment-resistant hypertension was featured in JAMA’s inaugural “Research of the Year Roundup” as one of the most impactful studies of the year. This recognition, framed by JAMA as “New Hope for Treatment-Resistant Hypertension,” highlights both the growing clinical interest in aldosterone as a therapeutic target and the breadth of lorundrostat data across four completed...

Piper Sandler recently raised its rating on Glacier Bancorp (GBCI) to overweight, citing expectations for improving margins through 2027, solid earnings momentum, and a valuation that still appears attractive relative to its long-term track record. See our latest analysis for Glacier Bancorp. The upgrade lands after a solid near term run, with a 1 month share price return of just over 8 percent helping claw back some of this year’s weakness. However, the year to date share price return and 1...

Earlier this month, Commvault Systems announced it will be a launch partner for the AWS European Sovereign Cloud in Germany and unveiled new integrations with Pinecone and Delinea to extend its Commvault Cloud platform into AI resilience and privileged access security. Together, these moves deepen Commvault’s role at the intersection of cloud sovereignty, cyber resilience, and AI data protection, potentially strengthening its appeal to highly regulated, compliance-focused enterprises. Next,...

Becton Dickinson (BDX) has quietly outperformed the broader healthcare space over the past 3 months, even as its share price is still down year to date, which creates an interesting setup for long term investors. See our latest analysis for Becton Dickinson. With the share price now around $195.59, Becton Dickinson’s 90 day share price return of 4.85% contrasts with a weak year to date share price return of minus 13.64%. Its five year total shareholder return of minus 12.32% shows that...

CubeSmart (CUBE) just delivered another small win for income investors by lifting its quarterly dividend to 0.53 dollars a share and extending a long streak of annual raises despite self storage sector headwinds. See our latest analysis for CubeSmart. The higher payout comes even as sentiment has cooled, with the 1 year to date share price return sitting at negative 14.5 percent and the 1 year total shareholder return at negative 12.4 percent. This suggests momentum has faded, but long term...

Investors are weighing a busy week for Dell Technologies (DELL), as the company moves to acquire AI data platform Dataloop while simultaneously raising prices on commercial PCs in response to tight memory supply. See our latest analysis for Dell Technologies. Those crosscurrents help explain why, even with today’s $126.42 share price and a solid year to date share price return, momentum has cooled a little compared to Dell’s powerful multi year total shareholder returns. These still point to...

Truist Securities just reaffirmed its Buy call on CACI International (CACI) after the company locked in fresh multi year contracts with the U.S. Navy and U.S. Army, which the firm views as a clear vote of confidence in its government services strategy. See our latest analysis for CACI International. The latest Navy and Army wins land at a time when CACI’s share price has pulled back about 7% over the past month but still boasts a roughly 35% year to date share price return and a standout...

Archer-Daniels-Midland (ADM) has quietly outperformed much of the market this year, with the stock up about 16% year to date and roughly 20% over the past year despite modest revenue growth. See our latest analysis for Archer-Daniels-Midland. That move reflects investors slowly warming back up to ADM after a tough stretch, with a near 20% one year total shareholder return contrasting sharply with its negative three year total shareholder return. If ADM’s steady rebound has you thinking about...

Houlihan Lokey (HLI) has quietly outperformed many Wall Street peers over the past few years, so with the stock hovering near 176 dollars, it is a good moment to revisit what investors are actually paying for. See our latest analysis for Houlihan Lokey. Over the past year, Houlihan Lokey’s share price return has been modest even as the 5 year total shareholder return of 188.52 percent signals a powerful longer term compounding story, suggesting recent momentum is cooling rather than breaking...