U.S. Specialized REITs Stock News

Recent performance context for Array Technologies Array Technologies (ARRY) has drawn investor attention after recent share price swings, with the stock showing a 3.7% decline over the past day and a 4.0% decline over the past week. See our latest analysis for Array Technologies. While the share price has softened over the past week, Array Technologies has a 30-day share price return of 6.9% and a 90-day share price return of 30.68%, alongside a 1-year total shareholder return of 61.72% but a...

Wondering if BorgWarner shares are still reasonably priced after their recent run, or if you might be looking at an overheated stock? This article walks through the numbers so you can judge the value for yourself. The stock most recently closed at US$66.55, with returns of 32.1% over 7 days, 38.2% over 30 days, 42.7% year to date, 129.8% over 1 year, 56.7% over 3 years and 89.0% over 5 years. Recent headlines around BorgWarner have focused on how the company is positioned within the...

Ciena Corporation was recently added to the S&P 500, S&P Global 1200, and related S&P 500 sub-indices, while being removed from several mid- and small-cap benchmarks, underscoring its reclassification into the large-cap segment. This index reshuffling comes as Ciena positions itself as a core supplier of high-capacity optical networks for AI data centers, supported by advanced WaveLogic 6 technology and a multibillion-dollar order backlog. Next, we’ll consider how Ciena’s inclusion in the...

Innovative Industrial Properties, Inc. previously announced it would report its fourth-quarter 2025 results after the NYSE close on Monday, February 23, 2026, followed by an investor conference call the next day, with a live webcast available on the company’s website. This earnings update comes as investors closely watch potential U.S. cannabis regulatory shifts, which could materially influence IIPR’s tenants and long-term real estate cash flows. Against this backdrop, we’ll consider how...

Sea (SE) is back in the spotlight after its board approved a sizeable share buyback program, paired with ongoing spending on e-commerce, AI tools, and regional expansion that has sharpened investor focus on the stock. See our latest analysis for Sea. Those buyback headlines and fresh spending plans come after a choppy period, with the 30 day share price return at a 16% decline and the year to date share price return at a 17.1% decline. The 3 year total shareholder return of 63.2% contrasts...

Earlier in February 2026, American Tower Corporation disclosed that Dish Wireless had defaulted on lease payments, triggering a default under their Strategic Collaboration Agreement and prompting American Tower to seek a court ruling to enforce the contract. Despite the contractual strain with a key tenant, American Tower stated that Dish’s payment default is not expected to affect its 2025 financial results. With Dish’s lease payment default raising questions about contract enforcement and...

In early February 2026, Performance Food Group reported higher quarterly and six‑month sales and earnings, modestly narrowed its full‑year 2026 net sales guidance to about US$67.25–68.25 billion, detailed no share repurchases under its latest authorization, and confirmed that it is actively pursuing acquisitions while refinancing its 2027 senior notes with new 2034 debt. The company’s explanation that profit pressure stemmed from higher‑than‑expected Cheney Brothers integration costs,...

In January 2026, Eagle Harbour Technologies announced a manufacturing partnership and strategic minority investment from Jabil to enhance advanced semiconductor fabrication capabilities and scale SEMI-compliant power solutions. This move deepens Jabil’s presence in semiconductor capital equipment while aligning its manufacturing services with long-term demand across AI, cloud, automotive, healthcare, and digital commerce end markets. Next, we’ll examine how this semiconductor-focused...

If you are wondering whether Southern's share price still offers value after a strong run, or if most of the opportunity is already reflected in the stock, this article will walk you through what the current valuation is really saying. Southern's share price recently closed at US$92.56, with returns of 1.6% over 7 days, 5.7% over 30 days, 6.2% year to date, 10.2% over 1 year, 56.8% over 3 years and 84.9% over 5 years, which naturally raises questions about what is priced in today. Recent...

Fastly (FSLY) has wrapped up FY 2025 with fourth quarter revenue of US$172.6 million and a basic EPS loss of US$0.10, setting the tone for another year where top line progress sits alongside ongoing red ink. The company has seen quarterly revenue move from US$140.6 million in Q4 2024 to US$172.6 million in Q4 2025, while basic EPS losses shifted from US$0.23 to US$0.10 over the same period. Over the trailing 12 months it generated US$624.0 million of revenue with a basic EPS loss of US$0.83...

If you are wondering whether DNOW is attractively priced or not, a useful starting point is to understand how the current share price compares with what the business may be worth. DNOW recently closed at US$16.16, with a 30 day return of 20.3%, a 7 day return reflecting a 0.7% decline, and a 1 year return reflecting a 4.8% decline. These figures may influence how some investors view its potential and risk. Recent news coverage has focused on DNOW's position within the capital goods sector...

Investor takeaways from Pharvaris’s latest clinical milestone Pharvaris (PHVS) is back in focus after announcing that six abstracts, including pivotal Phase 3 RAPIDe-3 data for deucrictibant in hereditary angioedema, have been accepted for presentation at the AAAAI 2026 Annual Meeting. See our latest analysis for Pharvaris. The latest clinical progress comes as Pharvaris’s share price sits at US$26.60, with a 7 day share price return of 5.81% and a 90 day share price return of 12.95%. The 1...

Why Western Alliance Bancorporation Is On Investors’ Radar Today Western Alliance Bancorporation (WAL) has been drawing attention after a period of solid share price momentum, with the stock showing positive returns over the past week, month and past 3 months. That recent performance, combined with reported revenue of US$3,318.9m and net income of US$956.2m, is prompting some investors to take a closer look at how the bank’s current valuation lines up with its fundamentals. See our latest...

Why STAG Industrial is on investor watchlists right now STAG Industrial (STAG) has been drawing fresh attention as investors reassess US industrial real estate exposure, with the stock showing mixed recent returns and a portfolio spanning 597 properties across 41 states. See our latest analysis for STAG Industrial. STAG Industrial’s recent share price weakness, including a 1-day share price return of 4.97% and a 7-day share price return of 5.38% in the red, contrasts with its 1-year total...

NewMarket (NEU) has wrapped up FY 2025 with fourth quarter revenue of US$635.4 million and basic EPS of US$8.65, anchored by net income of US$81.3 million, alongside trailing twelve month revenue of US$2.7 billion and basic EPS of US$44.44. Over recent quarters, the company has seen revenue move from US$700.9 million and EPS of US$13.26 in Q1 2025 through to US$698.5 million and EPS of US$11.84 in Q2, US$690.3 million and EPS of US$10.67 in Q3, and then US$635.4 million and EPS of US$8.65 in...

nVent Electric (NYSE:NVT) is pushing ahead with an active acquisition program, focused on high growth infrastructure markets such as data centers, power utilities, and renewables. Management has recently highlighted a strong pipeline of potential deals, building on previous transactions that reshaped the portfolio toward higher growth, higher margin areas. The company reported quarterly results that were broadly in line and underscored its ongoing effort to transform its business mix toward...

Recent analyst commentary around Newmont (NEM) has focused on earnings upgrades, firmer revenue and EPS projections, and a supportive backdrop for gold prices linked to geopolitical tensions and continued central bank buying. See our latest analysis for Newmont. The share price has been volatile ahead of the upcoming 19 February earnings. It has recorded a 1 day share price decline of 5.2%, a 90 day share price return of 34.5%, and a 1 year total shareholder return above 100%, suggesting...

Autoliv (ALV) has drawn fresh attention after reporting full year 2025 results, issuing 2026 guidance, and completing a share buyback program that retired 2.76% of its shares. See our latest analysis for Autoliv. Autoliv’s latest earnings report, 2026 guidance and completion of the buyback have come after a period of steady gains, with the share price at US$125.17 and a 1 year total shareholder return of 35.53% pointing to momentum that has built rather than faded over recent years, as...

Mosaic (MOS) has attracted fresh attention after recent price moves, with the stock closing at $29.77 and posting mixed short term returns, including a 4.4% decline over the past day alongside gains over the past week and month. See our latest analysis for Mosaic. That sharp 4.4% one day share price decline comes after a stronger run, with Mosaic posting a 7.2% 7 day share price return and an 18.9% year to date share price return. Its 1 year total shareholder return of 16.2% contrasts with a...

Cactus (WHD) drew investor attention after earnings paired revenue growth in wellhead and pressure control equipment with a more cautious outlook, as management cited plateauing rig counts and disciplined customer budgets as near term headwinds. See our latest analysis for Cactus. At a share price of $57.05, Cactus has had strong recent momentum, with a 30 day share price return of 9.08% and a 90 day share price return of 36.97%. Its 1 year total shareholder return of 3.92% decline and 3 year...

Why Snowflake is Drawing Attention Now Snowflake (SNOW) is back on many watchlists after recent trading left the stock with a negative return over the past month and past 3 months, alongside double digit annual revenue and net income growth. See our latest analysis for Snowflake. At a share price of US$172.91, Snowflake has seen a 10.34% 7 day share price return after a steeper 30 day decline of 17.42% and a 90 day fall of 32.73%. The 1 year total shareholder return of 10.25% and 3 year total...

Omega Healthcare Investors (OHI) is back in focus after releasing its fourth quarter and full year 2025 results, pairing higher sales and net income with an active expansion plan across facilities and geographies. See our latest analysis for Omega Healthcare Investors. The recent earnings release and 10 K filing have come alongside a steady share price trend. A 30 day share price return of 5.57% and a 1 year total shareholder return of 38.26% point to momentum that has been building rather...

Analysts flagging oversold conditions across SaaS have pushed some investors back toward established names, and Bentley Systems (BSY) is feeling that shift as attention turns to its infrastructure focused software franchise. See our latest analysis for Bentley Systems. At a share price of US$34.10, Bentley Systems has seen a 6.5% 7 day share price return after a 30 day share price decline of 13.6% and a 90 day share price decline of 21%. Its 1 year total shareholder return sits at a 26.6%...

Why Norwegian Cruise Line Holdings (NCLH) is Back on Investor Radars Norwegian Cruise Line Holdings (NCLH) has caught investor attention after a recent stretch of mixed share performance, including a past 3 months total return of 27.12% and a 1 year total return decline of 11.70%. See our latest analysis for Norwegian Cruise Line Holdings. At a share price of $23.25, Norwegian Cruise Line Holdings has seen momentum pick up recently, with a 7 day share price return of 7.14% and a 90 day share...