Sofia Navarro

Sofia Navarro

REITs & Infrastructure Analyst

Real estate and infrastructure analyst covering REITs, data centers, and communications infrastructure. Background in real estate underwriting and debt structuring. Focuses on lease economics, same-store NOI, cap rates, and balance-sheet resilience through rate cycles.

Articles 760

Jan 16, 2026 Trade Ideas

Veracyte: Profitability Confirmed, Balance Sheet Strong — Tactical Long with Defined Risk Controls

Q3 FY2025 shows margin inflection and cash-generation; treat this as a position trade with clear entry, stop, and targets.

Veracyte (VCYT) printed a clean Q3 (filing 11/05/2025): revenue of $131.9M, operating income of $22.9M and net income of $19.1M. The business is now p...

Trade Idea Long
Jan 16, 2026 Finance

Nasdaq Climbs Sharply as M&T Bank Posts Strong Quarterly Earnings

Solid Gains in Technology Stocks Boost Market Despite Mixed Results in Other Sectors

The Nasdaq Composite enjoyed a substantial rise exceeding 100 points, buoyed largely by technology sector performance, while M&T Bank reported better-...

GOP Perspectives on Trump’s First Year Back in Office Reflect Divided Sentiment
Jan 16, 2026 News & Politics

GOP Perspectives on Trump’s First Year Back in Office Reflect Divided Sentiment

An AP-NORC poll highlights Republican views on economic and immigration leadership amidst ongoing challenges

Nearly a year into President Donald Trump’s second term, a new AP-NORC poll reveals a notable disparity among Republicans regarding his economic per...

Jan 16, 2026 Finance

Wall Street Analysts Shift Ratings on JM Smucker, Penumbra, and Other Major Stocks

Recent downgrades highlight cooler investor sentiment amid revised price targets for key companies

Several prominent Wall Street analysts have updated their investment ratings on leading stocks including JM Smucker Co, Penumbra Inc, and Shift4 Payme...

Jan 16, 2026 Finance

U.S. Equity Futures Climb Following Robust Technology and Financial Earnings; Chevron Leads Energy Advances

Markets open higher as chipmakers and financial giants post strong results; attention on industrial production and Federal Reserve speeches

U.S. stock futures registered gains after a strong session led by semiconductor and financial companies. Taiwan Semiconductor Manufacturing and major ...

Missed Your Required Minimum Distribution? Steps to Take Immediately
Jan 16, 2026 Business News

Missed Your Required Minimum Distribution? Steps to Take Immediately

Navigating Penalties and Procedures After Overlooking Your RMD Withdrawal

Retirees approaching or at age 73 (or 75 for those born in 1960 or later) are required to take minimum distributions from their retirement accounts. M...

Jan 16, 2026 Trade Ideas

Dana Inc: Buy the Restructuring, Ride the Margin Rebound

Divestments and cost discipline are starting to show up in the numbers — opportunity to buy ahead of a re-rate

Dana's recent quarter shows an improving margin profile driven by portfolio actions and one-time cash from discontinued operations. With a manageable ...

Trade Idea Long
Jan 16, 2026 Finance

Wall Street Adjusts Projections for BOK Financial Ahead of Q4 Results

Analysts update price targets and ratings as BOK Financial approaches its quarterly earnings announcement

BOK Financial Corporation is set to report its fourth-quarter earnings, with analysts revising their expectations and price targets prior to the annou...

Jan 15, 2026 Trade Ideas

Tripadvisor Repositions for Growth - Buy the Re-rating Setup Around Viator Monetization

A disciplined cost base, improving revenue mix and activist pressure create a tactical long opportunity in TRIP

Tripadvisor is executing a strategic pivot: higher-margin Brand Tripadvisor advertising remains the core while Viator (experiences) is scaling and sho...

Trade Idea Long
Jan 15, 2026 Finance

Congresswoman Lisa McClain Defends xAI Investment Amid Insider Trading Questions

Michigan Representative Addresses Timing Concerns Following Pentagon Deal Announcement with xAI

Rep. Lisa McClain disclosed a sizable investment in Elon Musk's private AI firm xAI shortly before the company revealed a major Pentagon contract. Que...