Research

Stay ahead in the investement world with the latest stock insights from our internal research team.

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STAG Industrial (STAG) Deep Research Report: Late-Cycle Industrial REIT At a Crossroads in 2026

Deep dive on STAG Industrial’s 2026 lease rollover, dividend, and valuation. See what occupancy and leasing spreads must deliver before buying.

CubeSmart’s earnings recovery is now a 2027 story. See what 2026 must prove on occupancy, NOI, and debt for the stock to become a buy.

VICI Properties offers a 6% yield backed by long leases—but Caesars negotiations and the Golden deal drive 2026 risk. Here’s how we view the stock.

Deep dive on Trinity Capital’s dividend durability, NII coverage, and risk/reward as a high-yield BDC in a shifting rate and credit environment.

Blue Owl stock is down ~50% amid retail liquidity fears. We break down the risks, catalysts, and valuation to see if the 8%+ yield is worth it.

Our DeepValue team breaks down Pagaya’s AI lending model, ABS funding risks, and what must change in 2026 before the stock looks buyable.

Deep dive on Gogoro’s reset-to-profitability story, battery-swapping growth, funding risks, and what 2026 investors should watch before buying.

Deep dive on Gerdau’s risk/reward, North America earnings engine, Brazil import headwinds, and 2026 free cash flow catalysts for GGB investors.

Deep dive on PotlatchDeltic’s merger into Rayonier: synergy targets, housing/lumber risks, valuation, and why we’re waiting for clearer disclosure.

LEU rides the U.S. enrichment bottleneck narrative, but $2.3B of its backlog is still contingent. Here’s what has to happen in 2026 before we’d buy.