U.S. Building Stock News

COPT Defense Properties (NYSE:CDP) has secured major build-to-suit leases with a Fortune 100 company in San Antonio and the University of Maryland's ARLIS. The new projects expand the company's Defense/IT portfolio and deepen its presence in mission-critical, government-adjacent facilities. With these commitments, COPT Defense Properties has already significantly exceeded its previously stated 2025 leasing targets. COPT Defense Properties (NYSE:CDP) focuses on owning, managing, and...

COPT Defense Properties (NYSE:CDP) has secured major build-to-suit leases with a Fortune 100 company in San Antonio and the University of Maryland's ARLIS. The new projects expand the company's Defense/IT portfolio and deepen its presence in mission-critical, government-adjacent facilities. With these commitments, COPT Defense Properties has already significantly exceeded its previously stated 2025 leasing targets. COPT Defense Properties (NYSE:CDP) focuses on owning, managing, and...

Rocket Lab has secured its largest ever contract with the U.S. Space Development Agency to design and manufacture 18 satellites. The company also achieved a record operational year in 2025, completing 21 Electron rocket launches. These milestones highlight Rocket Lab's expanding role in defense focused space infrastructure and small launch services. Rocket Lab (NasdaqCM:RKLB), trading at $84.85, has delivered shareholder returns of 215.3% over the past year and 719.8% over five years. The...

Gorman-Rupp (GRC) recently caught investors’ attention after a 4.2% share price move that coincided with record second-quarter results, stronger incoming orders, and a broader rotation into industrial and defensive stocks. See our latest analysis for Gorman-Rupp. Those record orders and sector tailwinds have come alongside a 12.6% 90 day share price return and a 43.9% 1 year total shareholder return, which together suggest momentum has been building rather than fading. If Gorman-Rupp’s move...

Earlier this month, Viavi Solutions integrated an AR-based RF Viewer into its OneAdvisor 800 Wireless platform and launched an all-in-one hollow core fiber testing and certification solution, broadening its wireless and fiber test capabilities across telecom, data centers and smart infrastructure. By pairing augmented reality RF visualization with comprehensive hollow core fiber certification on the OneAdvisor 800 platforms, Viavi is positioning its tools at the intersection of emerging...

Recent attention on Equinix (EQIX) has been sparked by upbeat analyst commentary and its positioning in AI infrastructure, with several research firms reaffirming confidence while investors weigh the impact of heavy capital spending on the timing of growth. See our latest analysis for Equinix. At a latest share price of US$800.35, Equinix has a 30 day share price return of 6.67% and a year to date share price return of 4.74%. The 1 year total shareholder return of 9% and 5 year total...

ConnectOne Bancorp (CNOB) is back in focus after Wall Street Zen shifted its rating from buy to hold, even as other firms maintain a Moderate Buy view and institutional investors add to their positions. See our latest analysis for ConnectOne Bancorp. The recent downgrade comes after a mixed period for ConnectOne Bancorp, with a 90 day share price return of 6.53% and a 30 day share price return decline of 4.99%. At the same time, the 1 year total shareholder return of 25.72% and 5 year total...

UPS stock snapshot and recent performance United Parcel Service (UPS) is drawing attention after a recent stretch of mixed returns, with the stock up over the past week and month, yet showing weaker total returns over the past year and longer periods. See our latest analysis for United Parcel Service. The recent 7 day share price return of 5.94% and 30 day return of 7.07% have come after a weaker 1 year total shareholder return of 7.62% and a 3 year total shareholder return of 30.90%. This...

Why Hubbell’s earnings surprises are in focus Hubbell (HUBB) is back on investors’ radar after a series of earnings beats, including a recent 3.61% surprise, along with supportive analyst coverage that has kept sentiment toward the stock broadly constructive. See our latest analysis for Hubbell. Those earnings surprises sit alongside a 12.37% 90 day share price return and a 13.45% 1 year total shareholder return, suggesting recent momentum has picked up as investors reassess growth prospects...

Recently, Zacks highlighted Aveanna Healthcare as a Zacks Rank #2 (Buy) with an A grade for Value, pointing to valuation metrics it views as attractive relative to peers. This focus on Aveanna’s earnings outlook and favorable P/E ratio versus its industry has drawn attention from value-oriented investors assessing the stock’s fundamentals. We’ll now explore how this favorable value rating and earnings outlook assessment may influence Aveanna Healthcare’s existing investment narrative. We've...

EPAM Systems (EPAM) is drawing fresh investor interest after announcing a new partnership with Cursor focused on generative AI engineering, aiming to support large enterprise clients adopting AI-driven software development workflows. See our latest analysis for EPAM Systems. The Cursor partnership comes after a strong 90-day share price return of 44.19%, even as the 1-year total shareholder return shows a 6.15% decline and longer term total returns remain weak. This suggests that near term...

In early January 2026, Motif Valve & Supply announced it had become an official distribution partner for SLB’s Cameron valve brands across Western Canada, supporting energy, infrastructure, and industrial projects in British Columbia, Alberta, and Saskatchewan. This agreement combines SLB’s engineered valve technologies with Indigenous-led project execution, highlighting how local partnerships can enhance access to complex oilfield equipment in key North American regions. We’ll now examine...

Recent commentary on TopBuild (BLD) spotlights how its installer distributor model is benefiting from the current construction boom, along with consistent earnings beats and shares trading near all time highs, which is drawing more investor attention. See our latest analysis for TopBuild. At a share price of $465.73, TopBuild has had a 6.84% 1 month share price return and a 47.76% 1 year total shareholder return. This suggests momentum has been building as investors weigh the construction...

On 8 January 2026, Lennox Residential HVAC announced the Dave Lennox Signature SLP99VK Gas Furnace, a high-efficiency unit featuring integrated refrigerant detection, dual-fuel compatibility, and smart thermostat and air purification connectivity. By embedding a Refrigerant Detection System directly into a furnace that reaches up to 99% efficiency, Lennox is tying regulatory-ready refrigerant safety and advanced comfort controls into a single, installation-friendly platform for dealers and...

Rigetti Computing: Stock Snapshot After Recent Moves Rigetti Computing (RGTI) has drawn attention after recent trading moves, prompting investors to reassess how its quantum computing as a service model and current financial profile line up with their risk tolerance and time horizon. See our latest analysis for Rigetti Computing. Recent trading has been choppy, with a 1-day share price return of a 2.10% decline and a 90-day share price return of a 55.95% decline. However, the 1-year total...

Lumentum Holdings (LITE) is back in focus after investors reacted to upbeat analyst commentary, strong buying signals in trading data, and fresh interest tied to AI related data center infrastructure ahead of upcoming quarterly results. See our latest analysis for Lumentum Holdings. Over the past year, Lumentum’s share price has swung sharply, with a 90 day share price return of 124.15% and a very large 1 year total shareholder return of 319.66%. This suggests momentum is still building...

Enact Holdings (ACT) has come onto investors’ radar after recent share moves, with the stock last closing at $40.54. That price now sits alongside a reported intrinsic discount of 63.56%. See our latest analysis for Enact Holdings. While the latest 1-day share price return of 0.34% decline may catch the eye, the 90-day share price return of 11.56% alongside a 1-year total shareholder return of 31.54% suggests momentum has been building over a longer stretch, even as the reported intrinsic...

PennyMac Financial Services recently reported strong third-quarter 2025 results, beating analyst expectations on both earnings per share and revenue and prompting favorable commentary from Wall Street analysts. This combination of better-than-expected profitability and increased confidence in the company’s GAAP book value and return on equity has strengthened the investment case many analysts see in PennyMac’s mortgage-focused business model. We’ll now examine how PennyMac’s...

Recent analyst commentary around Arista Networks (ANET) has sharpened focus on the company’s role in AI infrastructure, especially after an upgrade citing clearer business visibility and benefits tied to AI related networking demand. See our latest analysis for Arista Networks. The recent upgrade comes after a softer patch in the share price, with a 7 day share price return of a 10.42% decline and a year to date share price return of an 8.02% decline. At the same time, the 1 year total...

In recent months, Shopify expanded its AI-driven commerce capabilities by enabling direct product purchases through Google Gemini and Microsoft Copilot, while continuing to roll out tools such as Sidekick AI and Agentic Storefronts to help merchants run their businesses more efficiently. This push to embed commerce inside major AI platforms and deepen AI-assisted store management highlights Shopify’s ambition to become the underlying infrastructure for the next generation of online shopping...

In early January 2026, EMCOR Group, Inc. announced that its Board of Directors declared a regular quarterly cash dividend of US$0.40 per common share, payable on January 30, 2026 to stockholders of record as of January 14, 2026. This dividend decision, coming alongside very large earnings per share growth supported by share buybacks, highlights management’s confidence in EMCOR’s financial position and cash generation. Next, we’ll examine how EMCOR’s regular US$0.40 dividend and capital...

Uber Technologies (UBER) is back in focus after recent share price swings, prompting investors to reassess how its current valuation lines up with its financial profile across Mobility, Delivery, and Freight operations. See our latest analysis for Uber Technologies. Recent swings sit against a mixed backdrop, with a 3.1% year to date share price return and a 90 day share price decline of 9.2%, while the 3 year total shareholder return of 190.2% points to strong longer term momentum. If Uber’s...

Perrigo is facing multiple securities class action lawsuits filed in the past by several law firms, alleging the company made materially false and misleading statements about underinvestment and manufacturing deficiencies in its Nestlé-acquired infant formula business, which allegedly overstated financial results. A key allegation is that persistent operational and quality issues in the infant formula unit were not fully disclosed, raising questions about how accurately this segment’s risks...

Conference spotlight and mixed analyst signals DexCom (DXCM) is set to present at the 44th Annual J.P. Morgan Healthcare Conference on January 12, an event drawing extra attention after a recent mix of analyst rating changes. For you as an investor, that combination of a high profile conference appearance and differing analyst views creates an opportunity to reassess how DexCom’s current share price relates to its continuous glucose monitoring business. See our latest analysis for...