ARMOUR Residential REIT, Inc. (ARR) Q2 2026 Earnings Call Transcript
ARMOUR Residential REIT, Inc. (ARR) Q2 2026 Earnings Call Transcript
ARR - ARMOUR Residential REIT, Inc.
Price:
--
--
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CONSENSUS:
Hold
DETAILS
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PRICE TARGET:
$15.00
DETAILS
HIGH:
$18.00
LOW:
$13.00
MEDIAN:
$14.00
CONSENSUS:
$15.00
DOWNSIDE:
7.61%
Stock News
ARMOUR Residential REIT Q2 Earnings Call Highlights
ARMOUR Residential REIT NYSE: ARR reported a positive second quarter of 2026, with management saying tighter agency mortgage-backed securities spreads helped offset a macroeconomic backdrop that would typically pressure the sector.
International Business Machines Corp (IBM) Q2 2026 Earnings Call Highlights: Navigating Revenue Challenges and Strategic Investments
Revenue Growth: 1% in the second quarter.Operating Pretax Margin Expansion: 30 basis points.Diluted Operating Earnings Per Share Growth: 5%.Free Cash Flow: $4.
Armour Residential REIT (ARR) Q2 Earnings and Revenues Surpass Estimates
Armour Residential REIT (ARR) came out with quarterly earnings of $0.72 per share, beating the Zacks Consensus Estimate of $0.69 per share. This compares to earnings of $0.77 per share a year ago.
ARMOUR Residential REIT, Inc. Announces Q2 Results and June 30, 2026 Financial Position
VERO BEACH, Florida, July 22, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR PRC) (“ARMOUR” or the “Company”) today announced the Company's unaudited Q2 results and June 30, 2026 financial position.
ARMOUR Residential REIT, Inc. Announces August 2026 Dividend Rate Per Common Share
VERO BEACH, Florida, July 21, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) today announced the August 2026 cash dividend for the Company's Common Stock.
ARMOUR Residential REIT, Inc. Second Quarter 2026 Webcast Scheduled For July 23, 2026
VERO BEACH, Florida, July 21, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) announced today that it will provide an online, real‑time webcast of its conference call with equity analysts covering second quarter 2026 operating results on Thursday, July 23, 2026. The Company will issue its second quarter 2026 earnings release after the close of trading on Wednesday, July 22, 2026.
CVLT SHAREHOLDER NOTICE: Faruqi & Faruqi, LLP Reminds Commvault (CVLT) Investors of Securities Class Action Lawsuit Deadline on July 17, 2026
CVLT SHAREHOLDER NOTICE: Faruqi and Faruqi, LLP Reminds Commvault (CVLT) Investors of Securities Class Action Lawsuit Deadline on July 17, 2026
Armour Residential REIT: A High-Yield But Volatile Idea For Income Investors
ARMOUR Residential REIT gets is prior hold ratings reaffirmed again, ahead of its upcoming earnings results later this month. Positive notes include an agency-backed MBS portfolio with growth, as well as positive ROE trends. Some riskier factors include volatile earnings and operating cash flow, high D/E, weak market sentiment, and limited upside forecasts.
5 Stocks Yielding 10%+ With Dividends in Serious Danger
Mortgage REITs are advertising some of the fattest yields in the U.S.
Dividend Power: 6 'Safer' Ideal Dogs To Buy In July
The July Dividend Power strategy highlights 35 high-yield, low-valuation stocks, with six 'safer' picks whose free cash flow covers dividends. Analyst targets project 35.4% to 69.97% net gains for the top ten Dividend Power Dogs by July 2027, with an average estimated return of 48.98%. Financials dominate the list, with nine of the top ten by yield from this sector; low-priced stocks like Invesco Mortgage Capital and Hafnia offer the highest upside.
DigitalOcean (DOCN) Anticipates Record Q2 Results with Strong Growth Indicators
DigitalOcean (DOCN) is experiencing a positive surge as it projects record results for Q2. The company expects remaining performance obligations (RPO) to exceed
Nebius: Why I'm Buying The Meta Compute Panic
Meta Compute triggered a sharp valuation reset despite Nebius reiterating 3.5GW contracted power, a 4GW target, and continued supply-constrained demand. Management maintained its $7-9 billion ARR target while customers continue competing for GPUs, extending contracts, and increasing prepayments despite higher pricing. Historical valuation compressed from 11-14x forward ARR to roughly 8x, creating a disconnect despite more than $46 billion of hyperscaler commitments.
ARMOUR Residential REIT, Inc. Confirms July 2026 Common Share and Q3 2026 Series C Preferred Share Dividends
VERO BEACH, Florida, July 01, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) today confirmed the July 2026 cash dividend for the Company's Common Stock, consistent with the previous guidance which the Company released on June 24, 2026. The Company also confirmed the Q3 2026 monthly cash dividend rate for the Company's Series C Preferred Stock.
ARMOUR Residential REIT, Inc. Announces Guidance for July 2026 Dividend Rate Per Common Share
VERO BEACH, Florida, June 24, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) today announced guidance on the July 2026 cash dividend for the Company's Common Stock of $0.24 per Common share.
New Strong Sell Stocks for June 23rd
ARR, AMTB and AMPH have been added to the Zacks Rank #5 (Strong Sell) List on June 23rd, 2026.
Similarweb Secures Multi-Year, Seven-Figure ARR Contracts Worth Approximately $47 Million in Total Contract Value
TEL AVIV, Israel--(BUSINESS WIRE)--Similarweb Ltd. (NYSE: SMWB), a leading digital data and analytics company powering critical business decisions, today announced that it has surpassed $300 million in Annual Recurring Revenue (ARR) and signed two multi-year enterprise contracts, each representing seven-figure ARR commitments. Collectively, these contracts represent approximately $47 million in Total Contract Value to be recognized over the next three years and were signed during the second qua.
Cellebrite: Stronger Fundamentals Support A Buy Rating
Cellebrite (CLBT) remains a buy as fundamentals strengthen, with FedRAMP High achieved and federal demand reaccelerating. Q2 ARR guidance of $510–513M implies 22–23% growth, supporting a narrative of renewed momentum post-federal softness. Platform adoption advances, with Inseyets conversions near 60% and growth products now 14% of ARR, lengthening CLBT's growth runway.
OpenAI: Mega IPO Faces Anthropic Claude Mythos Reckoning
OpenAI confidentially filed for IPO amid intensifying competition from Anthropic, which now leads in ARR run rate and coding capabilities. Anthropic's Claude Fable 5 and Mythos 5 launches have significantly extended the AI agentic coding capabilities, with Anthropic achieving a $47B ARR run rate versus OpenAI's $25B. OpenAI's user base exceeds 1B monthly actives, but monetization lags and operating margins remain deeply negative, raising urgency for strategic transformation.
Docusign Declines 7.2% Since Beating Q1 Earnings & Revenue Estimates
DOCU tops Q1 fiscal 2027 earnings and revenue estimates as IAM adoption accelerates, profitability improves and ARR growth confidence strengthens.
Price Targets
Netskope (NTSK) PT Lowered to $13 at RBC Capital
$13.00
(was $17.07)
Matthew Hedberg
·
RBC Capital
Netskope (NTSK) PT Lowered to $14 at BTIG
$14.00
(was $17.07)
Gary Powell
·
BTIG
Armour Residential REIT price target raised to $18 from $17.50 at UBS
$18.00
(was $17.61)
Doug Harter
·
UBS
Armour Residential REIT initiated with a Buy at Compass Point
$18.50
(was $16.91)
Compass Point
Armour Residential REIT price target raised to $16 from $15.50 at UBS
$16.00
(was $15.59)
Doug Harter
·
UBS
Investors Dump SentinelOne Shares: Analysts On Q1 Print, 'Disastrous' Results
$19.00
(was $25.75)
Alex Henderson
·
Needham
Credit Suisse Maintains Neutral on ARMOUR Residential REIT, Lowers Price Target to $7.5
$7.50
(was $7.53)
Credit Suisse
Barclays Maintains Underweight on ARMOUR Residential REIT, Lowers Price Target to $8
$8.00
(was $7.17)
Barclays