U.S. Specialized REITs Stock News

GXO Logistics (GXO) is back on investor radars after renewing and expanding its UK contract with BAE Systems. The six year deal extends a shipbuilding logistics partnership now entering its third decade. See our latest analysis for GXO Logistics. The contract wins with BAE Systems and London Luton Airport have coincided with a 12.49% 90 day share price return and a 36.81% total shareholder return over the past year, suggesting momentum has picked up recently from both short and longer term...

Deckers Outdoor recently reported third-quarter results for the period ended December 31, 2025, with higher year-on-year sales and net income, updated full-year guidance for net sales of US$5.40 billion to US$5.43 billion and diluted EPS of US$6.80 to US$6.85, alongside continued execution of its long-running share repurchase program. At the same time, its HOKA division expanded its performance running portfolio with the launch of the Cielo X1 3.0 racing shoe and Speedgoat 7 trail shoe,...

Cape Town has proposed more than doubling municipal rates on short term rental properties, directly affecting Airbnb hosts and similar platforms. The measure targets properties used for short stays, which are often listed on Airbnb, and could significantly raise operating costs for hosts in the city. This move adds a fresh regulatory consideration for Airbnb’s presence in a key international tourism market. For investors watching Airbnb, listed as NasdaqGS:ABNB, this development comes as...

Teradyne (TER) is back in focus after fourth quarter 2025 earnings and guidance surprised to the upside, with AI related demand in compute and memory driving semiconductor test strength and with positive expectations for early 2026. See our latest analysis for Teradyne. The upbeat Q4 and guidance have arrived after a powerful run in the shares, with the 30 day share price return of 38.13% and 90 day gain of 69.33% feeding into a 1 year total shareholder return of 164.26%. This suggests that...

Alibaba's Qwen AI chatbot paused a Spring Festival promotional coupon campaign after demand surged beyond expectations. The suspension highlights strong user interest in Qwen as a shopping assistant and pressure on Alibaba's AI infrastructure during peak traffic. The move comes as Alibaba Group Holding, NYSE:BABA, pushes deeper into AI powered consumer tools across its platforms. For investors watching Alibaba Group Holding, NYSE:BABA, the Qwen coupon pause puts a spotlight on how quickly...

Why Brookfield Business Partners Stock Is Back on Investors’ Radar Brookfield Business Partners (NYSE:BBU) just paired its 2025 earnings release with a fresh share buyback update and an affirmed dividend plan tied to its upcoming corporate reorganization, drawing fresh attention from income focused investors. See our latest analysis for Brookfield Business Partners. The confirmed dividend, completed 1% share buyback and narrowing annual net loss have arrived alongside stronger trading...

Apple (NasdaqGS:AAPL) has selected JPMorgan Chase as the new issuer for Apple Card, ending its previous partnership with Goldman Sachs and affecting over 12 million cardholders. The company has outlined a commitment of more than US$500b to U.S. operations, including manufacturing, data centers, and clean energy projects. Apple is planning a tightly sequenced 2026 hardware cycle with new iPhone and Mac launches, paired with upcoming Apple Intelligence features and an expanded partnership with...

The Trade Desk appointed Tahnil Davis as Interim CFO following the unexpected departure of Alexander Kayyal. At the same time, the company expanded its OpenPath partnership to include Xumo, widening direct access to premium streaming inventory. The shares of NasdaqGM:TTD last closed at $27.04. For investors watching NasdaqGM:TTD, these updates affect both management stability and product reach. The company has reported a 27.5% decline over the past month and a 77.9% decline over the past...

Roblox (NYSE:RBLX) reported strong fourth quarter results, highlighting solid bookings and active user metrics. The company introduced facial age estimation and more than 145 new safety initiatives across its platform. Management emphasized a focus on leading online safety standards for both younger users and a growing adult audience. Roblox runs a global 3D social and gaming platform where users create, share, and play content built by the community. The latest safety updates sit alongside...

In early February 2026, Johnson & Johnson reported encouraging pilot-phase and real-world clinical data for its investigational OMNYPULSE and established VARIPULSE atrial fibrillation platforms at the AF Symposium in Boston, alongside new oncology and multiple myeloma updates and a recent U.S. FDA approval for DARZALEX FASPRO in newly diagnosed, transplant-ineligible multiple myeloma patients. Together with strong recent earnings, an ambitious plan to invest US$55.00 billion in U.S...

PVH Corp. recently announced a collaboration with OpenAI to co-create custom AI tools across Calvin Klein, Tommy Hilfiger and its broader operating model, and earlier affirmed a quarterly cash dividend of US$0.0375 per share payable on March 25, 2026 to shareholders of record on March 4, 2026. The AI partnership is designed to embed advanced analytics into product design, demand planning, inventory optimization and consumer engagement, potentially reshaping how PVH runs its core fashion and...

In early February 2026, Exact Sciences reported that its Oncotype DX Breast Recurrence Score test has now guided treatment decisions for more than two million early-stage HR+, HER2- breast cancer patients worldwide, supported by over two decades of clinical evidence and broad global adoption. The company highlighted that Oncotype DX remains the only genomic assay proven to be both prognostic and predictive for chemotherapy benefit, with published models suggesting meaningful lifetime cost...

General Motors reported full-year 2025 results on January 27, 2026, showing revenue of US$185.02 billion and net income of US$2.70 billion, alongside guidance for 2026 net income of US$10.30 billion to US$11.70 billion and diluted EPS of US$11 to US$13. At the same time, the company completed a very large US$11.67 billion buyback, announced a new US$6 billion repurchase authorization, and raised its quarterly dividend to US$0.18 per share, sharpening the focus on shareholder returns while it...

Meritage Homes (MTH) is back in focus after its latest earnings release, which combined lower annual revenue and net income with real estate impairments, flat 2026 revenue guidance, sizable buybacks, and record community growth. See our latest analysis for Meritage Homes. At a share price of $75.91, Meritage Homes has seen stronger recent momentum, with a 7 day share price return of 8.15% and a 90 day share price return of 10.21%. Its 5 year total shareholder return of 83.21% shows how the...

Recent research coverage highlights Excelerate Energy’s history of outperforming earnings estimates, pointing to past quarterly surprises and a current positive Earnings ESP, with the next report scheduled for February 25, 2026. An interesting angle is how the combination of a positive Earnings ESP and a mid-range Zacks Rank is shaping expectations around Excelerate Energy’s ability to outpace consensus forecasts. With this backdrop of anticipated earnings outperformance, we’ll explore what...

Crane (CR) is back in focus after releasing its fourth quarter and full year 2025 results, issuing fresh 2026 guidance, announcing an 11% dividend increase, and outlining a planned CEO transition centered on Alejandro Alcala’s appointment. See our latest analysis for Crane. The fresh 2025 results, higher 2026 sales expectations, dividend increase and planned CEO transition appear to have coincided with stronger sentiment, with a 1-day share price return of 4.49% and a 7-day share price return...

On Holding AG recently announced that Frank Sluis will join as Chief Financial Officer on May 1, 2026, bringing more than 25 years of experience from global consumer companies including Ahold Delhaize, Reckitt Benckiser, and Unilever, while current CEO Martin Hoffmann continues to oversee finance to ensure a smooth transition. This leadership move, alongside recent commentary highlighting robust revenue growth and improving margins, underscores how On is reinforcing both its financial...

Denali Therapeutics (DNLI) has drawn fresh attention after presenting clinical and preclinical data at the 22nd Annual WORLDSymposium, updating investors on its Enzyme Transport Vehicle programs and upcoming regulatory milestones for rare disease candidates. See our latest analysis for Denali Therapeutics. Those WORLDSymposium updates and the recent shareholder and analyst call come after a 90 day share price return of 35.13% and a 30 day share price return of 23.42%. However, the 1 year...

Why AMETEK’s latest earnings and guidance matter for investors AMETEK (AME) drew fresh attention after reporting higher fourth quarter and full year 2025 revenue and earnings, alongside new 2026 guidance that outlines its sales outlook and an earnings range. See our latest analysis for AMETEK. Those results and the 2026 outlook have come alongside a solid run in the shares, with a 30 day share price return of 10.10% and a 1 year total shareholder return of 25.54%. This suggests that momentum...

Impinj (PI) shares came under pressure after Q4 2025 results and first quarter 2026 guidance, as management projected softer revenue and a wider GAAP net loss amid inventory and demand headwinds. See our latest analysis for Impinj. The weak Q1 2026 guidance and commentary on inventory reductions appear to have sharply shifted sentiment, with a 1 day share price return of negative 24.57% and a 30 day share price return of negative 44.52%, even though the 5 year total shareholder return of...

In early February 2026, AGCO Corporation reported fourth-quarter 2025 results with quarterly sales of US$2,920.2 million, a return to net profitability, and full-year 2025 sales of US$10,082 million alongside earnings per share from continuing operations of US$9.75. The company also issued 2026 guidance targeting net sales of US$10.4 billion to US$10.7 billion and earnings per share of about US$5.50 to US$6.00, while showcasing new Fendt and Massey Ferguson innovations such as the Fendt e100...

Coeur Mining (CDE) drew fresh attention after stockholders approved an amendment to increase authorized common shares from 900,000,000 to 1,300,000,000, a move that can influence future financing flexibility and ownership dilution. See our latest analysis for Coeur Mining. The authorized share increase comes after a sharp 12.19% 1-day share price return to US$21.44 and follows a 40.96% 90-day share price return and very large 1-year total shareholder return, suggesting momentum has been...

CNX Resources reported past fourth-quarter 2025 results showing total production volumes of 152.3 Bcfe, average daily production of 1,654.8 MMcfe, revenue of US$610.48 million, and net income of US$196.25 million, alongside increased 2026 production guidance and a larger US$4.45 billion share buyback authorization. The combination of higher volumes, a swing from loss to profit, and a very large expansion of the repurchase program highlights management’s confidence in cash generation and...

Limited-edition King of Kentucky release puts Brown-Forman (BF.B) in focus Brown-Forman (BF.B) is drawing fresh attention after announcing the 2026 King of Kentucky Small Batch release, a three batch collection tied to the 250th anniversaries of the United States and early Kentucky. See our latest analysis for Brown-Forman. The 8.59% 7 day and 13.44% 30 day share price returns suggest momentum has picked up recently. However, the 1 year, 3 year and 5 year total shareholder returns of 2.64%,...