U.S. Building Stock News

BankUnited (BKU) just reported fourth quarter and full year 2025 results, and also completed a share repurchase tranche, giving investors fresh numbers on profitability, interest income and capital allocation decisions. See our latest analysis for BankUnited. The earnings release and completion of the recent US$50 million buyback tranche have arrived alongside a strong run in BankUnited’s shares, with a 24.68% 90 day share price return and a 28.46% 1 year total shareholder return suggesting...

Parker-Hannifin recently reported past second-quarter fiscal 2026 results showing higher sales and modestly higher six-month earnings, while also raising full-year guidance for sales growth, margins and both reported and adjusted EPS. Alongside these results, the company completed a very large share repurchase program totaling 30,913,829 shares for about US$6.43 billion and affirmed a regular US$1.80 quarterly dividend, underscoring continued capital returns to shareholders. With this...

Bloom Energy (NYSE:BE) signed a US$2.65b agreement with American Electric Power for solid oxide fuel cells, supported by a 20-year offtake contract. The company also entered a US$5b partnership with Brookfield Asset Management to provide power solutions for AI focused data center infrastructure. These agreements expand Bloom Energy's role in utility scale and AI related energy infrastructure. Bloom Energy sells solid oxide fuel cell systems that aim to provide reliable, lower carbon on site...

If you are wondering whether CarGurus at around US$29.48 is offering good value right now, you are not alone, especially given how mixed the share price record looks. The stock has seen a 13.1% decline over the last 7 days, a 21.7% decline over the last 30 days and year to date, and a 24.5% decline over the last year, set against a 66.6% return over 3 years and a 16.9% decline over 5 years. Recent attention on CarGurus has focused on how the business is positioned within online auto...

Credit Acceptance (CACC) has drawn fresh attention after fourth quarter results showed revenue of US$579.9 million, alongside lower net income and earnings per share, paired with leadership changes and a large shareholder exit. See our latest analysis for Credit Acceptance. That mix of higher revenue, lower earnings, leadership changes and completed share repurchases has coincided with a 7 day share price return of 13.31% and a 30 day share price return of 9.26%. However, the 1 year total...

In recent days, KBRA assigned preliminary ratings to 58 classes from Connecticut Avenue Securities Trust 2026-R01, a credit risk sharing transaction backed by 52,876 residential mortgage loans with an outstanding principal balance of about US$18.80 billions tied to Fannie Mae reference pools. This transaction, set against ongoing federal housing policy efforts that have struggled to advance, highlights how credit risk transfers remain central to Fannie Mae’s role in the mortgage market...

Global Partners LP previously announced that the Board of Directors of its general partner declared a higher quarterly cash distribution of US$0.7600 per unit (US$3.04 annualized) for the period from October 1 to December 31, 2025, payable on February 13, 2026 to unitholders of record as of February 9, 2026. This increase, although modest at 0.7%, highlights the partnership’s emphasis on cash returns to unitholders even as questions persist around leverage and payout sustainability. We’ll...

Expedia Group (NasdaqGS:EXPE) has expanded its partnership with Affirm, naming Affirm the exclusive Buy Now, Pay Later provider for US travelers across major Expedia brands. The companies plan to roll out the expanded offering to travelers in Canada after the US launch. Expedia is also launching a Super Bowl advertising campaign featuring Mattel's Ken as its new Brand Ambassador, kicking off a year-long marketing push with a new brand platform. For you as an investor looking at Expedia...

Kymera Therapeutics recently began dosing patients in its BREADTH Phase 2b trial of KT-621, an oral STAT6 degrader for moderate to severe eosinophilic asthma, while continuing a parallel Phase 2b study in atopic dermatitis. The paired trials are designed to speed KT-621’s development across multiple Type 2 inflammatory diseases, potentially informing dose selection for future Phase 3 programs. We’ll now examine how the dual Phase 2b program for KT-621 could influence Kymera’s investment...

In late January 2026, Raymond James Financial reported fiscal first-quarter 2026 results showing higher revenue of US$4,176 million but lower net income of US$563 million year over year, alongside completing share repurchases totaling 9,891,701 shares for about US$1.40 billion under recent buyback authorizations. The company also unveiled plans to acquire Clark Capital Management and broadened its in-house AI tools, signaling an emphasis on expanding wealth and asset management capabilities...

Brady recently reported a strong third quarter, with revenues rising 7.5% year on year and surpassing analyst expectations by 2.6%, supported by broad-based regional improvement across the Americas, Asia, Europe, and Australia. Management attributed this performance to sustained investment in research and development, suggesting that Brady’s product innovation efforts are translating into tangible organic sales growth across its global footprint. We’ll now examine how this R&D-driven organic...

In late January and early February 2026, Intuit announced a multi-year partnership making Affirm the exclusive pay-over-time solution integrated into QuickBooks Payments for U.S. small and mid-sized businesses, allowing merchants to get paid upfront while customers use installment plans with no late or hidden fees. This move plugs Affirm directly into the workflows of millions of QuickBooks users, potentially shifting how smaller businesses manage cash flow and offer flexible payment options...

Stride’s Career Learning segment has become the main growth driver, with enrollments and withdrawal rates returning to more typical levels. The company has reaffirmed its full year revenue guidance and raised its operating income outlook. These updates mark a shift in how Stride’s business mix is developing between Career Learning and K 12 General Education. Stride (NYSE:LRN), currently trading at $85.77, is seeing its growth story increasingly tied to Career Learning rather than its K 12...

Hershey (HSY) is leaning into the 2026 Easter season with a refreshed candy lineup centered on Jolly Rancher Gummies Fruity Mix, expanded seasonal assortments, and new packaging formats that are catching investor attention. See our latest analysis for Hershey. Those Easter product launches land at a time when sentiment around Hershey has improved, with the share price at US$201.47 and a 30 day share price return of 10.45% feeding into a 1 year total shareholder return of 43.76%. However, the...

Chewy recently saw a surge in options trading activity and announced the retirement of Chief Technology Officer Satish Mehta, with a search underway for his successor ahead of its late-March earnings release. These developments spotlight how technology leadership and derivatives market sentiment can together influence perceptions of Chewy’s operational direction and risk profile. Next, we’ll examine how the unusual options activity, especially the high Put/Call ratio, could shape Chewy’s...

Walmart became the first traditional retailer to reach a $1 trillion market capitalization, reflecting investor focus on its technology and services push. The company announced a leadership shift, with John Furner stepping in as CEO and prioritizing digital growth, AI use, and operational efficiency. Walmart is extending its reach in pharmacy-based healthcare, expanding Walmart+ membership, and building on new trade developments with India. For investors watching NasdaqGS:WMT, the $1...

Netflix has made an all cash bid to acquire Warner Bros. Discovery, aiming to combine two major entertainment and streaming businesses. The deal is under intense regulatory and political review, including Senate antitrust hearings focused on competition, pricing power, and industry jobs. A competing hostile offer from Paramount Skydance and a heated cultural debate around media consolidation are adding further uncertainty to the process. For investors watching NasdaqGS:NFLX, this potential...

Asana (NYSE:ASAN) is accelerating an AI focused monetization push centered on its new AI Studio and AI Teammates offerings. The company is preparing to shift from a primarily seat based model to a more usage and consumption driven approach starting next fiscal year. Management is positioning these AI initiatives as core to how Asana plans to reshape its business model and revenue mix. For investors watching NYSE:ASAN, this pivot comes after a difficult stretch for the share price. The stock...

Tenable Holdings has launched Tenable One AI Exposure, now generally available, extending its exposure management platform to unify AI protection, discovery and governance across SaaS, cloud, APIs and agents enterprise-wide. The release directly targets the emerging "AI Exposure Gap" by giving security teams continuous, risk-aware visibility into how AI systems, identities, infrastructure and data interact across their organizations. We’ll now examine how this push into AI exposure...

Recent investor commentary around Peabody Energy (BTU) is centering on its coal-focused core operations, the Centurion metallurgical coal project, and exposure to critical minerals that align with current U.S. energy policy priorities. See our latest analysis for Peabody Energy. Peabody Energy’s share price has recently moved to $35.23, with a 1 month share price return of 14.83% and a 3 month share price return of 21.23%. The 1 year total shareholder return of 96.67% and the very large 5...

Primoris Services (PRIM) has drawn attention after recent share price moves, with the stock last closing at $155.03. Investors are weighing this valuation against the company’s latest revenue, earnings and return history. See our latest analysis for Primoris Services. Recent share price momentum has been strong, with a 30 day share price return of 18.70% and a 1 year total shareholder return of 107.07% pointing to building enthusiasm around Primoris Services at the current US$155.03 level. If...

AvalonBay Communities (AVB) has recently drawn investor attention after a period of weaker share performance, with the stock showing negative returns over the past year, month and past 3 months. See our latest analysis for AvalonBay Communities. The recent softness in AvalonBay Communities' share price, including a 3.43% 30 day share price decline and an 18.20% 1 year total shareholder return decline, suggests fading momentum as investors reassess both growth prospects and risk. If you are...

If you are wondering whether Casey's General Stores is still good value after a strong run, you are not alone. This article is set up to help you think that through clearly. The share price recently closed at US$641.37, with returns of 3.9% over 7 days, 15.3% over 30 days and year to date, and 53.0% over the past year. This naturally raises questions about what is already reflected in the price. Investors have been reacting to ongoing interest in convenience retail and fuel, as well as...

LGI Homes (LGIH) has drawn fresh attention with the launch of its Monte Vista Collection in the Modesto, California area. The collection features single story homes that include over $50,000 of upgrades and solar systems. See our latest analysis for LGI Homes. These new community launches in California and Texas come at a time when LGI Homes' 1 month share price return of 29.13% and year to date share price return of 29.13% contrast with a 1 year total shareholder return of a 37.52% decline...