Zacks analysts published research on 16 major stocks and 2 microcaps on September 15, 2026. Key reports include S&P Global (neutral outlook despite strong recurring revenues and AI adoption), Cloudflare (balanced risk-reward with strong enterprise demand but valuation concerns), and Canadian Natural Resources (neutral stance due to commodity volatility and regulatory risks). Additional coverage includes Exelon, Nordson, Lamar Advertising, and others with mixed outlooks reflecting both growth opportunities and operational challenges.

SL Green Realty signed 129 Manhattan office leases totaling 1.76 million square feet through September 14, 2026, with rents 15.8% above prior escalated rates. Premium assets like One Vanderbilt and 245 Park Avenue are fully leased, and the company's pipeline exceeds 1 million square feet, signaling healthy tenant demand for high-quality office space.

Digital Realty has announced a strategic joint venture with Ronesans Infrastructure to enter the Turkish market. The partnership will develop a next-generation data center campus in Ankara with over 22MW of carrier-neutral IT capacity, with completion targeted for 2028. Plans also include expansion into Istanbul to create a connected regional infrastructure platform serving cloud, AI, and enterprise digital infrastructure demands.

Simon Property Group (SPG) launched Simon Media Network, a commerce media platform leveraging its 200+ shopping and entertainment destinations to help brands reach consumers. The platform combines first-party consumer data, digital displays, and loyalty programs with closed-loop attribution capabilities. This creates a new, higher-margin revenue stream beyond traditional rent-based income, positioning SPG competitively in the growing retail media market.

Lamar Advertising and Outfront Media, the two largest billboard REITs, are outperforming the S&P 500 in 2026 with shares up 24% and 37% respectively. Both companies benefit from digital billboard conversion economics and rely heavily on local business clients, providing stable cash flows. They offer dividend yields above 3.5%, with Outfront showing stronger revenue and cash flow growth despite higher debt levels.

Lamar Advertising Company (NASDAQ: LAMR) announced a quarterly cash dividend of $1.60 per share payable on June 30, 2026, to shareholders of record as of June 16, 2026. The company expects aggregate quarterly distributions for 2026 to total at least $6.40 per common share, subject to board approval.

Lamar Advertising Company announced that CEO Sean Reilly will participate in a Q&A session at the J.P. Morgan 2026 Global Technology, Media and Communications Conference on May 18, 2026. The company reported strong Q1 2026 results with net revenues of $528.0 million, net income of $101.8 million, and adjusted EBITDA of $226.3 million.

Lamar Advertising reported strong Q1 2026 results with 3.9% acquisition-adjusted revenue growth and 7.7% EBITDA growth, exceeding internal expectations. The company saw broad-based strength across all divisions, particularly in airports (+15.5%) and digital (+5%), with national revenue up 5.8% driven by programmatic growth of nearly 25%. Management raised forward guidance expectations and indicated potential upward revision in August, citing robust booking momentum at 75% of full-year revenue goal as of May 1.

Lamar Advertising Company reported Q1 2026 net revenues of $528.0 million (up 4.5% YoY) and adjusted EBITDA of $226.3 million (up 7.7% YoY). However, net income declined 26.9% to $101.8 million, primarily due to a $67.7 million gain from the Vistar Media sale in the prior year. The company exceeded internal forecasts and expects to trend at the top end of full-year AFFO per diluted share guidance, with strong demand from national and local customers.

Lamar Advertising Company announced a quarterly cash dividend of $1.60 per share payable on March 31, 2026, with expected aggregate quarterly distributions of at least $6.40 per share for 2026. The company also extended its stock repurchase program ($250 million remaining) and debt repurchase program ($250 million authorized) through September 30, 2027.

Sean Reilly, CEO of Lamar Advertising Company (Nasdaq: LAMR), is scheduled to participate in a question-and-answer session at the Morgan Stanley Technology, Media & Telecom Conference on March 4, 2026. The session will be available via live audio webcast on the company's website.

Lamar Advertising Company (NASDAQ: LAMR) announced the acquisition of Cleveland Outdoor Advertising's assets for cash. The transaction adds 31 high-profile bulletin faces and over 40 junior bulletin faces to Lamar's Cleveland portfolio. COA, founded 47 years ago by Debra Abdalian-Thompson and Stephen Thompson, has been a prominent player in the outdoor advertising industry in the Cleveland metro area.