U.S. Building Stock News

NasdaqGS:EXE
NasdaqGS:EXEOil and Gas

Electric Fracturing Deal Reframes Expand Energy Valuation And Future Returns

Expand Energy has partnered with Evolution Well Services to deploy 100% electric hydraulic fracturing technology in Northeast Appalachia. The initiative targets lower noise, a smaller equipment footprint, reduced surface disruption, and real time environmental monitoring. The move reflects a focus on operational efficiency and environmental performance that has not featured in recent company updates. For investors watching Expand Energy (NasdaqGS:EXE), this partnership adds a fresh...
NYSE:PRIM
NYSE:PRIMConstruction

Why Primoris Services (PRIM) Is Down 6.4% After Record 2025 Results And 2026 EPS Guidance

Primoris Services Corporation recently reported its fourth-quarter and full-year 2025 results, posting US$1,857.7 million in Q4 sales and US$7,574.9 million in full-year sales, alongside 2026 net income guidance of US$294.0 million to US$305.0 million and EPS guidance of US$5.35 to US$5.55. The company paired these results with a US$0.08 per-share cash dividend declaration and forward earnings guidance that frames how management views future profitability and capital returns. Now we’ll...
NYSE:CWEN.A
NYSE:CWEN.ARenewable Energy

Clearway Energy (CWEN.A) Q4 Loss Challenges Bullish Earnings Growth Narrative

Clearway Energy (CWEN.A) just closed out FY 2025 with Q4 revenue of US$310 million and a basic EPS loss of US$0.85, capping a trailing twelve month period that totaled US$1.4 billion of revenue and US$1.42 in basic EPS. The company has seen quarterly revenue move from US$256 million in Q4 2024 to US$310 million in Q4 2025. Over the same period, basic EPS shifted from US$0.03 to a loss of US$0.85, against a backdrop of trailing twelve month net income of US$169 million. For investors, that mix...
NasdaqCM:AXGN
NasdaqCM:AXGNMedical Equipment

Axogen (AXGN) Q4 Loss Of US$13.2 Million Tests Bullish Profitability Narrative

Axogen (AXGN) has wrapped up FY 2025 with fourth quarter revenue of US$59.9 million and a basic EPS loss of US$0.28, capping a trailing twelve month period that delivered US$225.2 million in revenue and a net loss of US$15.7 million. The company has seen quarterly revenue move from US$49.4 million in Q4 2024 to US$59.9 million in Q4 2025. Over the same period, basic EPS shifted from a small profit of US$0.01 in Q4 2024 to a loss of US$0.28 in Q4 2025. Investors now have to weigh these top...
NYSE:GWRE
NYSE:GWRESoftware

Did Sompo’s Expanded Cloud Deal Just Reframe Guidewire Software’s (GWRE) AI and Platform Narrative?

Sompo Group and Guidewire Software recently announced a long-term agreement for Sompo to expand its use of Guidewire’s cloud and AI-powered applications across global operations, including migrating core policy and claims systems to Guidewire Cloud Platform. This deepened partnership highlights how a large, diversified insurer is standardizing on Guidewire’s platform to unify decision-making and modernize P&C insurance processes worldwide. Next, we’ll examine how Sompo’s expanded Guidewire...
NasdaqGS:PAA
NasdaqGS:PAAOil and Gas

Does Plains All American’s Cost-Saving Pure-Play Crude Pivot Reshape The Bull Case For PAA?

Earlier this month, Plains All American Pipeline, L.P. reported its fiscal Q4 2025 results, coming in below Wall Street earnings expectations while outlining progress on its business refocus. At the same time, management emphasized its plan to become a pure-play crude operator and pursue US$100 million in annual cost savings through 2027, with about half targeted for 2026, which could meaningfully reshape its cost structure and competitive positioning. Now we’ll examine how this renewed...
NYSE:ST
NYSE:STElectrical

A Look At Sensata Technologies Holding (NYSE:ST) Valuation After Its 2025 Earnings And 2026 Guidance Update

Why Sensata Technologies Holding (NYSE:ST) is back in focus Sensata Technologies Holding (NYSE:ST) has drawn fresh attention after reporting fourth quarter results that showed higher profitability on US$917.9 million in sales, alongside new 2026 guidance and an updated segment structure. For the quarter ended December 31, 2025, Sensata reported net income of US$63.2 million on sales of US$917.9 million, with basic and diluted earnings per share from continuing operations of US$0.43, compared...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

DraftKings Lawsuit And Restructuring Put Legal Risks And Valuation In Focus

Massachusetts Superior Court has allowed a class action lawsuit over DraftKings' sportsbook promotion to proceed. The case focuses on claims of misleading marketing around a bonus offer for sports betting customers. At the same time, DraftKings is moving ahead with workforce restructuring that includes expected job cuts. For investors watching DraftKings, ticker NasdaqGS:DKNG, this combination of litigation and restructuring adds fresh context to a volatile share price. The stock last...
NYSE:MTD
NYSE:MTDLife Sciences

A Look At Mettler-Toledo International (MTD) Valuation After Earnings Beat And Raised EPS Guidance

Mettler-Toledo International (MTD) has been in focus after its latest quarterly report beat Wall Street expectations, and management issued full-year adjusted EPS guidance in the US$46.05 to US$46.70 range. See our latest analysis for Mettler-Toledo International. The latest earnings beat and guidance came after a mixed stretch for Mettler-Toledo International, with a 1-day share price return of 1.14% and a 7-day share price return of 2.37%. This contrasts with a 90-day share price return of...
NYSE:PARR
NYSE:PARROil and Gas

What Par Pacific Holdings (PARR)'s Rising EPS On Falling Revenue Means For Shareholders

Par Pacific Holdings is expected to report an earnings per share of US$1.28 for its latest quarter, reflecting a very large year-over-year increase, even as quarterly revenue is projected to fall by 8.2% compared with the prior year. This combination of stronger profitability on lower sales, together with the company’s history of beating earnings and revenue estimates, is drawing attention to how efficiently Par Pacific is currently converting its refining operations into bottom-line...
NasdaqGS:VIAV
NasdaqGS:VIAVCommunications

Supreme Court Tariff Ruling Reshapes Cost Outlook For Viavi Solutions

U.S. Supreme Court overturns Trump-era tariffs that affected input costs for manufacturers, including Viavi Solutions, NasdaqGS:VIAV. Ruling is expected to lower certain material and component costs for Viavi’s production footprint. Decision could influence how Viavi and peers think about sourcing, supply chains, and capital allocation going forward. Viavi Solutions, NasdaqGS:VIAV, supplies testing, measurement, and optical technologies used across telecom, data center, and networking...
NYSE:NOG
NYSE:NOGOil and Gas

Is It Time To Reconsider Northern Oil and Gas (NOG) After Recent Share Price Weakness?

If you are wondering whether Northern Oil and Gas is offering fair value at its current share price, or if the market is missing something, this article will walk you through what the numbers are indicating. The stock most recently closed at US$27.30, with returns of 5.2% over the past week, 16.4% over the past month, 24.0% year to date and a 12.3% decline over the past year. This raises questions about how its current price lines up with its fundamentals. Recent news coverage around...
NYSE:LHX
NYSE:LHXAerospace & Defense

Assessing L3Harris Technologies (LHX) Valuation After Strong Recent Share Price Returns

Why L3Harris Technologies (LHX) is on investors’ radar L3Harris Technologies (LHX) has drawn attention after recent performance metrics put a spotlight on its longer term returns and current valuation. For investors tracking defense and aerospace names, the stock’s profile is hard to ignore. See our latest analysis for L3Harris Technologies. The current US$354.27 share price comes after a 28.29% 90 day share price return and a 16.35% year to date share price return. The 1 year total...
NasdaqGS:ALGN
NasdaqGS:ALGNMedical Equipment

Assessing Align Technology (ALGN) Valuation After Recent Share Price Momentum

Align Technology (ALGN) has drawn investor attention after recent share price moves, with the stock up about 10% over the past month and 26% over the past 3 months, prompting closer scrutiny of its valuation. See our latest analysis for Align Technology. At a share price of US$185.53, Align’s short term momentum is positive, with a 1 month share price return of about 10% and a 3 month gain of roughly 26%. However, the 1 year total shareholder return is close to flat and longer term total...
NasdaqCM:LMB
NasdaqCM:LMBConstruction

Will Lower Import Tariffs on Materials Change Limbach Holdings' (LMB) Cost Advantage Narrative?

The U.S. Supreme Court recently overturned tariffs introduced under the Trump administration, a move expected to lower import costs for parts and materials used by U.S. manufacturers, including construction-related firms like Limbach Holdings. For Limbach, whose projects rely heavily on material and equipment inputs, reduced tariff-related costs could improve project economics and enhance the competitiveness of its building systems services. We’ll now examine how potentially lower input...
NYSE:PINS
NYSE:PINSInteractive Media and Services

A Look At Pinterest (PINS) Valuation After The Recent Share Price Rebound And Monetization Update

Pinterest (PINS) has bounced after a sharp slide, as investors weighed fresh earnings, revenue guidance and product plans against a steep net income drop and ongoing concerns about execution and monetization. See our latest analysis for Pinterest. That rebound comes after a difficult stretch, with a 30 day share price return of 34.6% and a year to date share price return of 36.2% decline, while the 1 year total shareholder return of 53.7% decline and 5 year total shareholder return of 79.1%...
NYSE:PNW
NYSE:PNWElectric Utilities

A Look At Pinnacle West Capital’s (PNW) Valuation As New US$300m Credit Facility Expands Liquidity

Pinnacle West Capital (PNW) has refreshed its liquidity toolkit by entering a third amended and restated unsecured revolving credit facility, which increases available capacity to US$300 million and extends access to funding through 2031. See our latest analysis for Pinnacle West Capital. The new US$300 million facility lands against a supportive backdrop, with a 30-day share price return of 8.55% and a year to date share price return of 13.51%, while the 5-year total shareholder return of...
NYSE:RTX
NYSE:RTXAerospace & Defense

Is RTX (RTX) Fairly Priced After A 58% One Year Share Price Surge?

If you are wondering whether RTX is still reasonably priced after its strong run, this article will walk through what the current share price could imply about the company's underlying value. RTX closed at US$198.46, with returns of 6.0% year to date and 58.5% over the past year. Over the last 7 days the share price declined 2.5%, while over the last 30 days it gained 1.3%. These moves may have shifted how some investors view its risk and return profile. Recent coverage has focused on RTX as...
NYSE:AXP
NYSE:AXPConsumer Finance

American Express Faces AI Disruption Fears While Deepening Industry Role

American Express (NYSE:AXP) is facing rising industry concern over how artificial intelligence could affect payment processing, jobs, and financial system stability. At the same time, the company has become a Gold Member of the Agentic AI Foundation, an initiative focused on open standards and interoperability for AI systems. This combination of sector anxiety and active industry engagement puts AI risk and opportunity firmly on the agenda for American Express and its investors. American...
NasdaqGS:FTAI
NasdaqGS:FTAITrade Distributors

Is FTAI Aviation (FTAI) Quietly Recasting Its Engine Platform With Air France Jets And New Leaders?

Earlier this month, FTAI Aviation closed the acquisition of seven off-lease Airbus narrowbody aircraft from Air France, and also reshuffled its leadership team by appointing David Moreno as president and Stacy Kuperus as principal operating officer. These moves, alongside FTAI’s push to repurpose jet engines for powering data centers, underline how the company is broadening its engine-focused platform beyond traditional aviation. Next, we’ll examine how the Air France aircraft acquisition...
NYSE:VFC
NYSE:VFCLuxury

Trump Tariffs Test VF Corp Tariff Resilience And Turnaround Progress

The Trump administration announces a new 15% global tariff package. Tariffs apply to a wide range of imports, affecting VF Corp's international supply chain. VF Corp (NYSE:VFC), an apparel company with extensive global operations, faces new regulatory and cost uncertainties. VF Corp, the owner of multiple apparel and footwear brands, relies heavily on cross border sourcing and manufacturing. A 15% global tariff framework directly touches that setup, raising questions about input costs,...
NYSE:IRT
NYSE:IRTResidential REITs

A Look At Independence Realty Trust (IRT) Valuation As Mixed Returns Contrast With Rich P/E Multiple

Independence Realty Trust (IRT) has drawn attention after recent trading left the shares around $16.72, with mixed total returns over the past year and 3 years, prompting fresh investor interest in its multifamily REIT profile. See our latest analysis for Independence Realty Trust. Recent trading has been slightly positive, with a 1-day share price return of 1.64% and a 7-day share price return of 1.89%. However, the year to date share price return of 5.00% and 1-year total shareholder return...
NasdaqGS:QLYS
NasdaqGS:QLYSSoftware

Is Qualys’ (QLYS) 2026 Guidance a Bet on Expansion or a Sign of Caution?

Earlier in February 2026, Qualys reported fourth-quarter FY 2025 results showing 10% revenue growth, with international markets rising 15% and channel revenue increasing 17%, and issued 2026 guidance calling for 7% to 8% full-year growth and 8% to 9% growth for the first quarter. Management highlighted that this outlook assumes only moderate new-business contributions and no material change in net dollar expansion, underlining how much current performance depends on expanding existing...
NasdaqGS:PLAB
NasdaqGS:PLABSemiconductor

Is Photronics (PLAB) Pricing Reflect Future Growth After Strong 1 Year Share Price Surge

If you are looking at Photronics and asking whether the current share price is giving you fair value or a margin of safety, you are in the right place. The stock closed at US$37.03, with a 7 day return of a 4.6% decline, a 30 day return of 6.7%, a year to date return of 10.8% and a 1 year return of 71.7%. These figures naturally raise questions about how much of the story is already reflected in the price. Recent news coverage has focused on Photronics as a specialist in photomask technology...