SPG gains momentum as strong leasing, mixed-use projects and recent acquisitions fuel growth despite online and macro pressures.
Wise plc remains a Buy as platform scaling, moat expansion, and customer growth drive long-term value. WPLCF's Platform segment is at an inflection point, growing ~80% y/y and poised to support margin expansion as it targets 10% of cross-border volume. Despite near-term margin compression to 16.3%, fundamentals are robust; investments in infrastructure and talent are already driving deeper customer engagement.
SBAC leans on long-term tower leases and global portfolio expansion to tap rising mobile data demand. However, customer concentration and high debt levels pose risk.
ESS leverages strong West Coast demand, tech-driven efficiencies and a solid balance sheet, but rising supply and debt pressures temper its momentum.
CRCL shares slide 33% as costs climb and competition tightens, even as USDC strength and CPN expansion support long-term potential.
REG thrives on grocery-anchored strength, acquisitions and dividends but faces e-commerce threats, high debt and market concentration.
CBRE's balanced model, tech investments and solid growth drivers stand out even as macro uncertainties challenge real estate transactions.
PLD rallies as demand for its global logistics hubs and data-center conversions drives growth amid leasing delays and elevated interest expenses.
EXR leans on brand strength, expansion and balance-sheet gains, even as new-customer rates and rising supply ail its pricing power.
Wise plc (OTCPK:WIZEY) Q2 2026 Earnings Call November 6, 2025 4:30 AM EST Company Participants Martin Adams - Head of Investor Relations Kristo Kaarmann - Co-Founder, CEO & Director Emmanuel Thomassin - CFO & Director Conference Call Participants Adam Wood - Morgan Stanley, Research Division Aditya Buddhavarapu - BofA Securities, Research Division Pavan Daswani - Citigroup Inc., Research Division Eleanor Hall - Rothschild & Co Redburn, Research Division Justin Forsythe - UBS Investment Bank, Research Division Bharath Nagaraj - Cantor Fitzgerald & Co., Research Division Presentation Martin Adams Head of Investor Relations Good morning. Hi, everybody.
Wise is betting big on America. The London-listed fintech best known for cheap international transfers is adding staff, pouring money into marketing, and laying the groundwork for a Wall Street debut as part of a broader push into what it calls its most promising market.
PLD leverages prime logistics hubs and data center conversions for growth, though leasing delays and rising interest expenses could temper momentum.