U.S. Specialized REITs Stock News

In early September 2025, Amgen and Kyowa Kirin announced preliminary top-line results from the Phase 3 ASCEND study, showing their investigational therapy rocatinlimab provided sustained efficacy and a favorable safety profile in adults and adolescents with moderate to severe atopic dermatitis. This data suggests rocatinlimab’s differentiated mechanism may allow for less frequent maintenance dosing, potentially setting it apart in the atopic dermatitis treatment landscape compared to...

In September 2025, Check Point Software Technologies filed a shelf registration for US$295.35 million in ordinary shares and announced both a new zero trust security product for unmanaged devices and the appointment of Brett Theiss as Chief Marketing Officer. These developments highlight Check Point's ongoing investment in product innovation and leadership talent as it seeks to address evolving cybersecurity requirements for hybrid workforces. We'll explore how the launch of Enterprise...

Thinking about what to do with your BlackRock shares, or whether to jump in for the first time? You are not alone. Over the past year, BlackRock has delivered a jaw-dropping 29.4% return, and looking even further back, the stock is up 93.1% over three years and a remarkable 127.5% in five. After a soft patch in the past month, losing 3.2%, the stock rebounded 2.2% this past week. Year-to-date, it remains firmly positive at 10.4%. Clearly, something is working for this asset management giant,...

If you’ve been keeping an eye on Flex (FLEX) lately, you’ve probably noticed the stock has drawn some fresh attention in the wake of recent industry events. The company’s latest upward move seems tied to renewed market energy around artificial intelligence, with enthusiasm spilling over from Oracle’s blockbuster cloud forecast. At the same time, Flex’s inclusion on TIME’s World’s Best Companies 2025 list for the third year running has only added to the company’s reputation and investor...

Thinking about what to do with Arista Networks stock? You are definitely not alone. With a history that reads like a growth investor’s dream, this networking powerhouse has left the broader market in the dust. Just take a look at the numbers: up 55.0% over the past 12 months, a jaw-dropping 381.8% over the last 3 years, and a mind-boggling 1009.7% over the last 5 years. Even after a modest slip of 2.4% in the last week, Arista Networks' story is one of sustained growth that has consistently...

Las Vegas Sands (LVS) is in the spotlight after a swirl of upbeat analyst commentary and surging investor interest. Recent reports from major firms have put a brighter spotlight on the company, pointing to stronger trends in Macau and continued growth in gaming revenue on both sides of the Pacific. Backed by increased earnings estimates and bullish trading activity, the latest momentum comes as institutional sentiment appears to be shifting firmly in LVS's favor. This has prompted investors...

Sandisk (SNDK) is suddenly back in the spotlight after a powerful rally that has many investors taking notice. The latest surge stems from optimistic market calls around the NAND memory sector, with investor excitement reaching new highs amid talk of AI transforming tech infrastructure. The buzz began when analysts spotlighted Sandisk’s technology, partnerships, and exposure to expanding demand for enterprise storage, all set against a backdrop of bullish forecasts and recent conference...

Figma (FIG) has caught plenty of investor attention recently, with shares trending lower after a series of subdued sessions. While there was no specific event triggering the latest move, the ongoing sell-off has some investors wondering whether the current valuation is justified or if something bigger is at play with the company's fundamentals. Looking back over the past month, Figma’s stock has declined about 35%. The year has been even tougher, with shares down over 54% since January...

If you have been watching Lennox International (LII) lately, you might have noticed a flurry of developments making waves, especially among investors evaluating their next move. The company recently rolled out two new AI-powered support agents that are already helping thousands of HVAC technicians and homeowners troubleshoot and maintain Lennox systems. On top of that, the commercial heat pump rooftop unit was just validated by the U.S. Department of Energy for exceeding strict lab...

Jack Henry™ announced a partnership with Bits of Stock to allow financial institutions to offer fractional shares of stock as rewards within the Banno Digital Platform, making it possible for consumers to seamlessly build investment portfolios through their bank or credit union. This integration aims to bridge the gap between everyday banking and modern investment tools, supporting deposit growth and transforming routine transactions into opportunities for long-term wealth building. We'll...

Americold Realty Trust, Inc. recently declared a US$0.23 per share dividend for the third quarter of 2025, payable on October 15 to shareholders of record as of September 30. This third-quarter dividend remains unchanged from the prior quarter but marks a 5% increase over the previous year, reflecting the company’s ongoing commitment to returning capital to shareholders. With the third consecutive quarterly dividend and a year-over-year increase, we'll explore how this signals confidence in...

If you’ve been watching Bit Digital (BTBT), you’ll know there’s a bit of a buzz building. The company’s upcoming appearance at the H.C. Wainwright 27th Annual Global Investment Conference is catching some eyes, with CEO Samir Tabar set to speak. These conferences can be more than just routines; they are important opportunities where a company like Bit Digital updates the financial community and lays out its roadmap, often giving fresh clues to both risks and growth prospects. This increased...

If you have been tracking Grocery Outlet Holding (GO), you might have noticed a shift in sentiment recently. A wave of upgrades and a more optimistic view on the company’s earnings have caught some investors’ attention, especially as GO formed a hammer chart pattern in its last session, hinting at potential support. With a rise in consensus EPS estimates and a Zacks Rank #2 (Buy) rating, the conversation is starting to turn from caution to potential opportunity. Examining the bigger picture,...

Albemarle (ALB) is firmly in the spotlight after shares dropped over 11% in response to news that CATL, a major Chinese battery maker, is restarting its Yichun lithium mine. This event could push global lithium supply higher, raising questions about future pricing power for lithium producers like Albemarle. Compounding this, investors are also watching a recent leadership transition, with Mark Mummert stepping in as COO during this critical period for the market, while a scheduled dividend...

PennyMac Financial Services (PFSI) just made waves with the announcement of a new line of non-qualified mortgage products, set to launch later this month. This latest move is about more than simply broadening the company’s offerings; it targets a growing segment of borrowers who have traditionally found it tough to secure mortgage financing, such as real estate investors, self-employed individuals, and first-time buyers who do not fit into the typical lending mold. By rolling out these...

Knife River (NYSE:KNF) has been front and center for investors after fresh headlines underscored the company’s enviable position to capture a wave of infrastructure funding. With the Infrastructure Investment and Jobs Act still funneling billions into projects, and a hefty $938.7 million backlog in place, Knife River looks primed to benefit as spending accelerates in its core markets. These developments, combined with the company’s pursuit of operational efficiencies and strategic deals, have...

Park Hotels & Resorts (PK) has caught the eye of investors once again, though not because of any headline-grabbing news or big announcement. Sometimes, shares move for reasons that are harder to pin down, and when that happens, it naturally raises the question of whether there is a hidden story worth exploring. For anyone holding the stock or considering adding it to their portfolio, the latest movement might seem like a signal, but what exactly is it indicating? Looking at the bigger...

MoonLake Immunotherapeutics (MLTX) has been on radar lately, and investors are likely watching recent moves in the stock with keen interest. There is no single headline-grabbing event behind the shift, but when a company like MoonLake Immunotherapeutics sees changes in its share price, it is a good opportunity to pause and think about what might be driving sentiment, and what the current valuation might or might not be signaling. Looking at the bigger picture, momentum has been mixed. While...

On September 8, 2025, SM Energy announced that Herbert S. Vogel would retire as CEO on March 1, 2026, and has already stepped down as President, with Elizabeth A. McDonald appointed as President and Chief Operating Officer and named as CEO-designate. This transition brings extensive leadership experience to the forefront, as Ms. McDonald joins from a major oil and gas competitor with deep knowledge of shale operations. We'll assess how this leadership change and Ms. McDonald's operational...

In recent days, Truist Financial and BMO Capital both reiterated their positive outlooks for Strategic Education following strong subscriber and revenue growth in the company's Sophia Learning segment, despite declines in student enrollment in the U.S. and Australia/New Zealand. An interesting development from these reports is that Sophia Learning's continued expansion is attracting analyst attention even as other core segments face headwinds. We will now explore how renewed analyst...

Enovix Corporation recently completed a US$300 million fixed-income offering of 4.75% senior unsecured convertible notes due September 15, 2030, marking a significant financing milestone for the company. This move gives Enovix greater financial flexibility to fund future growth projects, manufacturing expansion, or operational investments as the company enters a critical commercialization phase. We'll examine how the completion of this convertible debt offering could impact Enovix's...

At the recent Morgan Stanley Laguna Conference, Fortive management presented a confident strategic outlook, emphasizing a balanced capital allocation plan spanning share buybacks, dividends, and targeted M&A, while highlighting ongoing AI integration and a normalization of sector-specific headwinds. A unique takeaway is Fortive’s renewed focus on leveraging artificial intelligence to better understand customer needs, which aims to support the company’s innovation pipeline and future...

If you own Alnylam Pharmaceuticals stock or are thinking about starting a position, you might be feeling a mix of excitement and caution right now. With shares closing recently at $465.89 and riding a year-to-date gain of nearly 100%, Alnylam has easily outpaced the broader biotech sector. That surge is even more impressive over the long term, with a five-year return topping 250%. It is clear the market has taken notice. What has fueled this momentum? Beyond general enthusiasm for biotech’s...

If you have been watching Kiniksa Pharmaceuticals International (KNSA) lately, you might be wondering what is driving its latest share price moves. While there has not been a major event or headline to spark immediate interest, the stock’s consistent climb is drawing attention. For investors weighing whether to get involved now, the story seems more about a gradual shift in sentiment rather than a sudden piece of breaking news. Over the past year, Kiniksa Pharmaceuticals International has not...