Moderna upgraded, Baidu downgraded: Wall Street's top analyst calls

Michael Dell (Trades, Portfolio), the visionary founder of Dell Technologies, recently submitted his 13F filing for the second quarter of 2026, offering a rare glimpse into the strategic maneuvers of his family's investment vehicle, MSD Capital. Established in 1998, MSD Capital exclusively manages the assets of Michael Dell (Trades, Portfolio) and his family, operating with the flexibility to invest across a broad spectrum of asset classes from offices in New York, Santa Monica, and West Palm Beach. This quarter, the most impactful move in his concentrated portfolio was a significant reduction in Townsquare Media Inc (NYSE:TSQ), a decision that underscores a strategic shift in his communication services holdings.

In the past quarter, Safehold Inc. reported second-quarter 2026 results showing sales of US$31.74 million and revenue of US$114.65 million, with net income of US$30.16 million and diluted EPS from continuing operations of US$0.42, all higher than the same period a year earlier. Safehold also completed a share repurchase program launched in February 2025, buying back 1,086,328 shares for US$16.3 million, which may influence how investors view its capital allocation and earnings per share...

Safehold (NYSE:SAFE) reported second-quarter results marked by increased ground lease originations, new private capital transactions and continued growth in its estimated unrealized capital appreciation account. GAAP revenue for the quarter was $114.6 million, while net income was $30.2 million, or

Although the revenue and EPS for Safehold (SAFE) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

In the past week, Safehold Inc. completed a share repurchase of 436,328 shares for US$7,000,000 and reported first-quarter 2026 results showing higher sales but slightly lower net income and earnings per share than a year earlier. At the same time, an RBC Capital downgrade tied to legal challenges around the Park Hotels portfolio and uncertainty over the 50th St asset has added focus on Safehold’s legal and balance sheet risks despite its recent operating progress. Next, we’ll examine how...

Safehold Inc. (NYSE:SAFE) is one of the top undervalued REIT stocks to buy now. Safehold Inc. (NYSE: SAFE) reported first-quarter 2026 results on April 30, delivering revenue of $110.9 million, up 13% year-over-year and well above analyst expectations of $96.26 million. Despite this strong top-line growth, diluted earnings per share came in at $0.40, missing […]

Safehold stock performance snapshot Safehold (SAFE) has been drawing attention after recent share price moves, with the stock down about 2.5% over the past day and 9.2% over the past week, yet positive over the past month. See our latest analysis for Safehold. Recent share price returns suggest momentum has cooled, with a 7-day share price return of a 9.15% decline, contrasting with a positive 30-day share price return of 7.25% and a 1-year total shareholder return of a 2.35% decline. If you...

AMD downgraded, Airbnb upgraded: Wall Street's top analyst calls

Safehold (NYSE:SAFE) reported first-quarter results and provided updates on its ground lease originations, portfolio valuation, and capital allocation priorities, while also addressing two developing situations involving an office asset in New York and legacy hotel ground leases that have shifted to

Safehold Inc (SAFE) reports a robust portfolio value increase and strategic share buybacks, while navigating tenant issues and legal disputes.