Financial Performance - Chatham Lodging reported quarterly funds from operations (FFO) of $0.32 per share, matching the Zacks Consensus Estimate, but down from $0.35 per share a year ago [1] - The company posted revenues of $78.41 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 1.5%, compared to $87.18 million in the same quarter last year [2] - Over the last four quarters, Chatham Lodging has surpassed consensus FFO estimates three times and topped consensus revenue estimates three times [2][1] Stock Performance and Outlook - Chatham Lodging shares have declined approximately 28.5% since the beginning of the year, contrasting with the S&P 500's gain of 15.1% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the sustainability of FFO expectations [3][4] - The current consensus FFO estimate for the upcoming quarter is $0.18 on revenues of $68.9 million, and for the current fiscal year, it is $0.99 on revenues of $296.68 million [7] Industry Context - The REIT and Equity Trust - Other industry, to which Chatham Lodging belongs, is currently ranked in the top 34% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in estimate revisions, which can impact Chatham Lodging's stock performance [5]

Core Insights - Extra Space Storage (EXR) reported quarterly funds from operations (FFO) of $2.08 per share, exceeding the Zacks Consensus Estimate of $2.06 per share, and slightly up from $2.07 per share a year ago [1][2] - The company posted revenues of $858.46 million for the quarter ended September 2025, which was below the Zacks Consensus Estimate by 0.73%, compared to $824.8 million in the same quarter last year [3] - The stock has underperformed the market, losing about 1.8% since the beginning of the year, while the S&P 500 gained 17.2% [4] Financial Performance - The FFO surprise for the recent quarter was +0.97%, while the previous quarter had a surprise of -0.49% [2] - Over the last four quarters, Extra Space Storage has surpassed consensus FFO estimates three times [2] - The current consensus FFO estimate for the upcoming quarter is $2.04, with expected revenues of $857.99 million, and for the current fiscal year, the estimate is $8.15 on $3.39 billion in revenues [8] Industry Context - The REIT and Equity Trust - Other industry, to which Extra Space Storage belongs, is currently ranked in the top 35% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [9] - The performance of Extra Space Storage's stock may be influenced by the overall industry outlook and trends in estimate revisions [6][9]

Core Insights - Investing in stocks based on valuation metrics, particularly the price-to-sales (P/S) ratio, can identify opportunities with strong upside potential, especially for unprofitable or early-stage companies [1][2][10] Valuation Metrics - The P/S ratio compares a company's market capitalization to its revenues, providing a clearer picture of value when earnings are minimal or volatile [2][5] - A P/S ratio below 1 indicates a good bargain, as investors pay less than a dollar for each dollar of revenue generated [6] - The P/S ratio is preferred over the price-to-earnings (P/E) ratio due to the difficulty of manipulating sales figures compared to earnings [7][10] Investment Opportunities - Low P/S stocks can offer compelling opportunities, often trading below their intrinsic value, making them attractive for investors seeking upside potential [3][10] - Companies such as Macy's Inc. (M), California Water Service Group (CWT), Green Dot (GDOT), DiamondRock Hospitality Company (DRH), and PagSeguro Digital (PAGS) have low P/S ratios and potential for higher returns [4][10] Company Profiles - **Macy's Inc. (M)**: Undergoing a transformation with its Bold New Chapter program, focusing on digital initiatives and omnichannel retailing. Currently has a Value Score of A and Zacks Rank 1 [12][13] - **California Water Service Group (CWT)**: A major water utility expanding operations in the western U.S. through acquisitions, with a Value Score of B and Zacks Rank 2 [14][15] - **Green Dot (GDOT)**: A leader in prepaid cards and Banking-as-a-Service, well-positioned for growth with a strong balance sheet. Holds a Value Score of A and Zacks Rank 1 [16][17] - **DiamondRock Hospitality Company (DRH)**: A self-advised REIT with a diversified hotel portfolio, demonstrating balance sheet strength and disciplined capital allocation. Has a Value Score of A and Zacks Rank 2 [18][20] - **PagSeguro Digital (PAGS)**: Offers a suite of financial solutions in Brazil, focusing on digital banking and innovation. Currently has a Value Score of B and Zacks Rank 1 [21][22]

Core Viewpoint - Sunstone Hotel Investors reported quarterly funds from operations (FFO) of $0.28 per share, exceeding the Zacks Consensus Estimate of $0.26 per share, with a year-over-year comparison showing no change in FFO [1] Group 1: Financial Performance - The company posted revenues of $259.77 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.92%, compared to $247.48 million in the same quarter last year [2] - Over the last four quarters, Sunstone Hotel has exceeded consensus FFO estimates three times [2] - The current consensus FFO estimate for the upcoming quarter is $0.20 on revenues of $235.57 million, and for the current fiscal year, it is $0.88 on revenues of $958.01 million [7] Group 2: Market Performance - Sunstone Hotel shares have declined approximately 25.9% since the beginning of the year, while the S&P 500 has gained 7.1% [3] - The company currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Group 3: Industry Context - The REIT and Equity Trust - Other industry, to which Sunstone Hotel belongs, is currently in the top 40% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in estimate revisions, which can be tracked by investors [5]

Financial Performance - Uniti Group reported quarterly funds from operations (FFO) of $0.36 per share, missing the Zacks Consensus Estimate of $0.70 per share, representing an FFO surprise of -48.57% [1] - The company posted revenues of $300.73 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.04%, compared to year-ago revenues of $294.95 million [2] - Over the last four quarters, Uniti has surpassed consensus FFO estimates just once and topped consensus revenue estimates only once [2] Stock Performance - Uniti shares have lost about 11.3% since the beginning of the year, while the S&P 500 has gained 7.6% [3] - The current consensus FFO estimate for the coming quarter is $0.60 on revenues of $935.6 million, and for the current fiscal year, it is $2.49 on revenues of $2.44 billion [7] Industry Outlook - The REIT and Equity Trust - Other industry, to which Uniti belongs, is currently in the top 40% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions, suggesting that industry performance can significantly impact stock performance [5][8]

分组1 - First Industrial Realty Trust reported quarterly funds from operations (FFO) of $0.76 per share, exceeding the Zacks Consensus Estimate of $0.72 per share, and up from $0.66 per share a year ago, representing an FFO surprise of +5.56% [1] - The company posted revenues of $180.16 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.40%, compared to year-ago revenues of $164.14 million [2] - Over the last four quarters, First Industrial Realty Trust has surpassed consensus FFO estimates three times and topped consensus revenue estimates four times [2] 分组2 - The stock has underperformed the market, losing about 2.2% since the beginning of the year, while the S&P 500 gained 6.2% [3] - The current consensus FFO estimate for the coming quarter is $0.74 on revenues of $178.26 million, and for the current fiscal year, it is $2.90 on revenues of $714.55 million [7] - The Zacks Industry Rank for REIT and Equity Trust - Other is currently in the bottom 38% of over 250 Zacks industries, indicating potential challenges for the sector [8]

Core Viewpoint - Piedmont Office (PDM) reported quarterly funds from operations (FFO) of $0.36 per share, exceeding the Zacks Consensus Estimate of $0.35 per share, but down from $0.39 per share a year ago, indicating a slight decline in performance year-over-year [1][2] Financial Performance - The company posted revenues of $142.69 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.81%, although this is a decrease from year-ago revenues of $144.54 million [2] - Over the last four quarters, Piedmont Office has surpassed consensus revenue estimates three times [2] Stock Performance and Outlook - Piedmont Office shares have declined approximately 25.7% since the beginning of the year, contrasting with the S&P 500's decline of 6.1% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the sustainability of FFO expectations [3][4] Estimate Revisions and Market Position - The current estimate revisions trend for Piedmont Office is unfavorable, resulting in a Zacks Rank 4 (Sell), indicating expected underperformance in the near future [6] - The consensus FFO estimate for the upcoming quarter is $0.35 on revenues of $141.43 million, and for the current fiscal year, it is $1.43 on revenues of $564.95 million [7] Industry Context - The REIT and Equity Trust - Other industry, to which Piedmont Office belongs, is currently ranked in the bottom 31% of over 250 Zacks industries, suggesting a challenging environment for the stock [8]

DiamondRock Hospitality (DRH) shares soared 13.8% in the last trading session to close at $7.28. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 19.1% loss over the past four weeks.The increased investor optimism in the stock can be attributed to President Donald Trump’s recent announcement to put a 90-day pause on the reciprocal tariff for most countries.This hotel and resort real estate investment trust is expected to post quar ...