NREF

NREF's stock increased by 13.3% in the first months of 2026. The company announced first-quarter 2026 earnings, reporting $0.43 EPS, surpassing estimates, with revenue also exceeding expectations. NREF reported fourth-quarter 2025 results, with a net income attributable to common stockholders of $13.6 million, or $0.52 per diluted share, and cash available for distribution of $12.2 million, or $0.53 per diluted common share. Despite topping earnings estimates in the previous quarter (Q4 2025), NREF's stock price fell by 8.8% between February 26, 2026, and March 30, 2026. Keefe, Bruyette & Woods maintained a 'Market Perform' rating and raised its price target. The stock has seen one analyst upgrade and one downgrade over the last 90 days and gained 2.68% in the five trading days leading up to May 10, 2026.