U.S. Building Stock News

NGL Energy Partners (NGL) has drawn fresh attention after surpassing revenue forecasts while reporting earnings per share below expectations. This mix coincided with a positive share price reaction and renewed interest in its midstream operations. See our latest analysis for NGL Energy Partners. That strong revenue print and the recent 52 week high have come alongside a 90 day share price return of 78.28% and a 1 year total shareholder return of 108.59%, so recent momentum is building on...

Caterpillar announced that longtime executive Tony Fassino will retire in May 2026, with Rod Shurman stepping up as group president of Construction Industries from February 1, 2026, to oversee key global divisions and a major manufacturing and supply base. This leadership transition arrives as Caterpillar’s construction and power solutions businesses are in focus for their role in AI data centers and large-scale infrastructure projects, making management continuity particularly important for...

Jabil (NYSE:JBL) reported significant board changes following its annual meeting, with two directors offering to resign after not receiving majority shareholder support. The company appointed three new directors to its board, including a new Chairman, marking a major refresh of its leadership at the board level. These moves introduce fresh oversight and could influence how Jabil sets priorities for capital allocation, risk management, and long term planning. Jabil is a manufacturing...

FDA approved a new DARZALEX FASPRO combination regimen for newly diagnosed multiple myeloma patients who are not eligible for stem cell transplant, marking the drug’s twelfth indication. New Phase 3 data for TECVAYLI in relapsed or refractory multiple myeloma showed significant progression free and overall survival benefits in hard to treat patients. The updates expand Johnson & Johnson’s oncology portfolio within its pharmaceutical and MedTech businesses. For investors watching Johnson &...

Medical Properties Trust has recently drawn attention as call option trading volume surged to several times typical levels, pushing up implied volatility ahead of its February 26 earnings release. This combination of heavier-than-usual options activity and improving earnings estimates signals that many market participants are positioning for meaningful news around the upcoming results. With this backdrop of elevated call option activity, we will examine how these expectations shape Medical...

In its fourth-quarter 2025 investor letter, Meridian Growth Fund reported that Certara, Inc. underperformed after service bookings came in weaker than expected, prompting management to slightly lower guidance. The fund also pointed to Certara’s ongoing transformation under a new CEO, including a more commercially focused approach and potential sale of a non-core business, even as its biosimulation tools supported a majority of recent FDA drug approvals. Next, we’ll examine how softer...

Why Tronox Holdings (TROX) Is Drawing Investor Attention Now Recent share performance has put Tronox Holdings (TROX) on the radar for many investors. The stock has shown strong moves over the past month and past 3 months despite a weaker 1 year total return. See our latest analysis for Tronox Holdings. The recent surge, including a 51.3% 30 day share price return and 78.3% 90 day share price return, sits against a much weaker 1 year total shareholder return. This suggests building momentum...

Mastercard has launched Agent Suite, an agentic AI solution for financial institutions and merchants. The suite is designed to integrate AI driven automation into day to day operations, from customer service to payments optimization. Agent Suite combines AI tools, advisory support, and privacy focused design to help clients personalize experiences and improve efficiency. For investors watching NYSE:MA, this launch comes as the stock trades around $520.41, with a mixed recent track record...

Target (TGT) is under pressure as recent ICE related incidents at Minnesota properties spark protests, employee criticism and public statements from management, all while a new CEO prepares to implement a multi year turnaround plan. See our latest analysis for Target. At a share price of $104.1, Target has a 30 day share price return of 4.57% and a 90 day share price return of 10.60%. However, the 1 year total shareholder return of 22.95% and 5 year total shareholder return of 35.56% point to...

Alexandria Real Estate Equities (ARE) just closed out FY 2025 with Q4 revenue of US$754.1 million, basic EPS of a US$6.35 loss per share and funds from operations of US$329.0 million, giving investors a clear snapshot of top line scale and REIT specific cash generation. Over the past six quarters, revenue has moved in a tight band between US$791.7 million and US$752.1 million, while basic EPS has ranged from US$0.96 per share to a US$8.44 loss on a trailing twelve month basis. This...

Warren Buffett is stepping down as CEO of Berkshire Hathaway after roughly six decades in the role. Berkshire Hathaway holds a highly concentrated portfolio where American Express (NYSE:AXP) is a core long term position. The leadership change raises questions about how future capital allocation decisions could affect Berkshire’s stake in American Express. For American Express at $359.45, this shift at Berkshire matters because you are not just looking at a card issuer; you are looking at a...

First BanCorp. recently reported its fourth-quarter 2025 results, posting better-than-expected earnings and revenue while recording net charge-offs of US$20.4 million, or an annualized 0.63% of average loans. Alongside these results, the company lifted its quarterly dividend by 11% to US$0.20 per share and completed a US$50 million share repurchase, underscoring a robust capital return program. Next, we’ll examine how the dividend increase and broader capital return strategy shape First...

In recent days, Super Micro Computer has attracted attention as analysts and media voices flagged persistent margin pressures and execution risks, even as the company expands AI-focused server platforms, manufacturing capacity, and partnerships with major chipmakers. This mix of strong AI infrastructure demand and concerns over low-margin growth has sharpened focus on whether Supermicro’s evolving business model can convert revenue momentum into durable profitability. We’ll now explore how...

Understanding Toll Brothers stock after recent performance Toll Brothers (TOL) has drawn fresh attention after a mix of small daily and weekly share declines alongside positive moves over the past month and past 3 months. This pattern is prompting investors to reassess the luxury homebuilder’s profile. See our latest analysis for Toll Brothers. At a share price of $143.07, Toll Brothers has seen modest recent share price pressure over the past week alongside a positive 30 day and 90 day share...

FIGS has announced a landmark partnership with Olympic skier Lindsey Vonn during the 2026 Winter Games, unveiling a limited-edition FIGS x Team USA collection for healthcare professionals and extending its collaboration with the U.S. Olympic & Paralympic Committee through the 2028 L.A. Games. By centering Vonn’s medical team and gifting the collection to every member of Team USA’s medical staff, FIGS is tying its brand identity directly to the care teams behind elite athletic...

Why Eastern Bankshares (EBC) is back on investors’ radar Eastern Bankshares (EBC) has attracted fresh attention after reporting quarterly earnings that came in ahead of expectations, highlighting stronger operating net income, record wealth assets under management, and solid commercial lending trends. See our latest analysis for Eastern Bankshares. Those earnings and capital return moves appear to line up with recent momentum, with a 90 day share price return of 21.16% and a 1 year total...

If you are wondering whether Tenable Holdings at around US$22.75 is pricing in its long term potential or if the market is missing something, you are not alone. This piece will walk through what the numbers indicate about value. The stock has had a mixed run, with a 4.1% gain over the last 7 days, a 5.6% decline over 30 days, and a 48.9% decline over the past year. This has left many investors reassessing both risk and opportunity. Recent coverage of Tenable has focused on its position as a...

Why EMBERPOINT Matters for PG&E Stock PG&E (PCG) shares are in focus after the utility joined Lockheed Martin, Salesforce and Wells Fargo to form EMBERPOINT LLC, a new venture targeting wildfire detection, prevention and real time support for first responders. The initiative centers on artificial intelligence, autonomous systems and integrated command technologies. Pacific Gas and Electric Company is contributing its wildfire risk mitigation experience, subject to regulatory approval. The...

Clear Channel Outdoor announced it has secured a multi-year exclusive media contract with CapMetro to modernize and expand advertising across more than 400 buses and 10 rail stations in the fast-growing Austin area, reaching over two million monthly riders. This deal meaningfully extends Clear Channel’s existing Austin-Bergstrom International Airport footprint into citywide transit, creating a single out-of-home platform that follows consumers from arrival through their daily commutes,...

Archrock (AROC) has drawn fresh attention after recent trading, with the stock up over the past week, month and past 3 months, prompting investors to reassess its earnings and income profile. See our latest analysis for Archrock. With the latest share price at $28.52, Archrock’s recent momentum, including a 5.9% 7 day share price return and 10.9% 30 day share price return, sits alongside a very large 5 year total shareholder return of about 3x. This may hint that investors are reassessing...

If you are wondering whether Etsy's current share price reflects its true worth, you are not alone. Many investors are asking the same question as the stock continues to move around key levels. Etsy closed at US$58.63, with a 0.5% decline over the last 7 days, a 5.2% gain over 30 days, a 2.4% gain year to date, a 5.1% gain over 1 year, but declines of 57.4% over 3 years and 72.1% over 5 years. Recent coverage has focused on how Etsy fits into the broader online retail and e commerce space,...

Republic Services was named one of Fortune's World's Most Admired Companies for the fifth time. The company was recognized by Ethisphere as one of the World's Most Ethical Companies for the seventh time. Republic Services also earned Great Place to Work certification for the ninth consecutive year. For investors tracking NYSE:RSG, these recognitions highlight how Republic Services is viewed on ethics, culture, and corporate reputation, not just on financials. The stock most recently closed...

If you are wondering whether Insulet's current share price lines up with its underlying business, you are not alone. This piece aims to unpack that question. Insulet's stock last closed at US$264.91, with returns of a 7% decline over the past week, 7.8% decline over the past month and 6.4% decline year to date, alongside a 4.4% decline over 1 year, 8.8% decline over 3 years and 3.5% decline over 5 years. Recent market attention on Insulet has been shaped by ongoing discussion around insulin...

Lumentum Holdings (LITE) is in focus after detailing new high power ultrafast, UV, and 3D sensing laser solutions ahead of live demonstrations at SPIE Photonics West 2026 in San Francisco. See our latest analysis for Lumentum Holdings. The SPIE Photonics West announcements come after a sharp 85.21% 90 day share price return and a very large 1 year total shareholder return of 375.75%, even though the year to date share price return is slightly negative. This suggests that momentum has been...