U.S. Building Stock News

PPL (PPL) has quietly outperformed the broader utilities sector over the past year, with the stock up about 9% and roughly 30% over the past 3 years, rewarding patient income-focused investors. See our latest analysis for PPL. At a share price of $34.26, PPL’s recent 1 month share price return of minus 6.8% contrasts with its solid 1 year total shareholder return of 9.4%. This suggests momentum has cooled slightly after a strong multi year run. If PPL’s steady utility profile appeals to you,...

In recent days, analysts at Stifel Nicolaus and Goldman Sachs reiterated cautious views on Conagra Brands, keeping ratings at Hold or Sell while expressing concern over weakening fundamentals. Behind these ratings, analysts pointed to declining sales volumes, limited pricing power, and muted impact from new product launches in an intensely competitive packaged food market. Next, we’ll examine how this continued analyst caution around declining volumes and pricing power might reshape...

Fluence Energy (FLNC) just flipped the switch on Phase 1 of the Sizing John battery project in the UK, and investors are watching closely as Phase 2 ramps up in a heavily constrained grid region. See our latest analysis for Fluence Energy. That backdrop of rising demand and contract wins has been a big part of the story behind Fluence Energy’s recent rally, with the share price at $21.52 after a 20.16 percent 1 month share price return and a powerful 186.93 percent 3 month share price return,...

Zenas BioPharma (ZBIO) jumped into focus after partner InnoCare reported that orelabrutinib hit its primary endpoint in a Phase 2b lupus study, and Chinese regulators cleared a Phase 3 registrational trial. See our latest analysis for Zenas BioPharma. Despite the sharp 1 day share price return of negative 19.7 percent and recent pullback, Zenas still sits at 32.59 dollars after a powerful year to date share price return of 261.7 percent and a 1 year total shareholder return of 271.6 percent...

Immunome has reported positive topline results from its global pivotal Phase 3 RINGSIDE trial of varegacestat in progressing desmoid tumors, showing a large reduction in the risk of disease progression or death versus placebo and meeting all key secondary endpoints with a generally manageable safety profile. Because desmoid tumors are a rare, painful condition with limited treatment options, Immunome’s plan to file a New Drug Application in the second quarter of 2026 could be an important...

LGI Homes (LGIH) is leaning into the year end with a strategic push, launching a nationwide Year End Savings event alongside November figures that show 398 home closings across 140 active selling communities. See our latest analysis for LGI Homes. That push comes against a tougher backdrop for the stock, with the share price at about $48.23 and a steep 90 day share price return of around negative 18 percent feeding into a one year total shareholder return of roughly negative 52 percent,...

TPG (TPG) is back in the spotlight as investors look ahead to its appearance at the Goldman Sachs U.S. Financial Services Conference, where CEO Jon Winkelried is expected to expand on the firm’s stepped up real estate fundraising push. See our latest analysis for TPG. The market seems to be warming to that message, with a 30 day share price return of 15.3 percent and a strong three year total shareholder return of 153 percent hinting that momentum is building around TPG’s growth story. If...

TEGNA (TGNA) has been quietly drifting lower over the past 3 months, even as its longer term five year return still sits well ahead of the broader market. That disconnect sets up an interesting value conversation. See our latest analysis for TEGNA. At around a 4 percent year to date share price return and a 12 month total shareholder return just under 10 percent, TEGNA’s near term drift contrasts with its strong five year total shareholder return. This suggests momentum has cooled for now...

Wondering if USA Rare Earth is actually worth the hype, or if the story has already run ahead of the numbers? Here is a breakdown of where the value really might be hiding. Despite a modest 0.5% pullback over the last week, the stock is still up 17.6% over the past month and 37.8% year to date, with a 33.1% gain over the last year that suggests investors are starting to pay attention. Those moves have come as investors focus on the strategic importance of rare earths for electric vehicles...

Americold Realty Trust (COLD) just rode a holiday and macro tailwind, with shares jumping about 18% last week as investors reacted to stronger seasonal demand, a Fed rate cut, and reaffirmed 2025 guidance. See our latest analysis for Americold Realty Trust. That surge sits against a tougher backdrop, with the 30 day share price return now solidly positive while the year to date share price return and one year total shareholder return remain sharply negative, suggesting momentum is only just...

Perimeter Solutions (PRM) has been quietly rewarding patient investors, with the stock up around 12% over the past month and more than doubling year to date. This performance is catching fresh attention across the fire safety space. See our latest analysis for Perimeter Solutions. With the share price now at $28.17, Perimeter’s strong year to date share price return and powerful three year total shareholder return suggest momentum is still building as investors reassess its long term growth...

Earlier this week, Grand Canyon Education announced a US$300 million increase to its stock repurchase authorization, lifting the total program to US$2.55 billion, while Grand Canyon University also received formal U.S. Department of Education recognition of its nonprofit status. This dual move both highlights management’s conviction in the company’s underlying value and could materially broaden the university’s access to funding, scholarships, and partnerships. Next, we’ll examine how the...

Enerpac Tool Group recently saw its shares push above a long-watched 200-day moving average, while analyst Tom Hayes at Roth MKM reaffirmed a bullish stance ahead of the company’s December 17, 2025 earnings release. This combination of improving technical momentum, upbeat analyst commentary, and a recent U.S. Federal Reserve rate cut is drawing attention to how shifting financial conditions could influence Enerpac’s industrial demand outlook. Against this backdrop of Enerpac’s momentum above...

WisdomTree (WT) just rolled out its Equity Premium Income Digital Fund, a tokenized strategy that uses put writing to target equity income with potentially smoother returns, delivered through its Prime and Connect platforms. See our latest analysis for WisdomTree. This launch lands while WisdomTree’s share price, now at $11.67, shows solid underlying momentum, with a double digit year to date share price return and a standout three year total shareholder return well into triple digits. This...

Recent analyst moves and an insider sale have put Waste Connections (WCN) back on investors’ radar. The conversation is centering less on the headline trades and more on the company’s evolving cash flow story. See our latest analysis for Waste Connections. The stock’s recent rebound, with a roughly mid single digit year to date share price return and a solid multi year total shareholder return, suggests momentum is slowly rebuilding as investors refocus on its cash generation and acquisition...

Madison Square Garden Entertainment (MSGE) just put a fresh spotlight on its venues by pairing Radio City Music Hall’s new Sphere Immersive Sound system with a one night New York Philharmonic debut. See our latest analysis for Madison Square Garden Entertainment. That backdrop of tech driven upgrades arrives as investors have already pushed MSGE’s share price to $52.71, with a strong year to date share price return and double digit 3 month gains suggesting positive momentum that broadly...

Encompass Health (EHC) just opened its new 50 bed inpatient rehabilitation hospital in Lake Worth, a meaningful capacity boost that quietly underscores how the company is leaning into long term demand for post acute care. See our latest analysis for Encompass Health. The Lake Worth opening lands at a time when Encompass Health’s share price, now around $107.59, has cooled from its recent highs. The stock shows a 30 day share price return of minus 5.17 percent, while a 3 year total shareholder...

VEON Ltd. announced that, earlier this month, its Beeline Kazakhstan unit successfully completed Central Asia’s first field test of Starlink Direct to Cell, enabling voice calls and text messages over standard 4G smartphones using satellite connectivity where traditional mobile coverage ends. This trial marks an important step in VEON’s push to blend satellite and terrestrial networks, potentially expanding coverage in remote regions and strengthening the resilience of its connectivity...

Kennametal (KMT) is turning heads after announcing a new integration with Hexagon's cloud based Tool Library, linking its digital tooling data directly into Hexagon's WORKNC CAM platform to streamline setup and improve machining accuracy. See our latest analysis for Kennametal. The integration news comes amid strong momentum, with Kennametal’s share price returning about 40 percent over the last 90 days and roughly 23 percent year to date, while the one year total shareholder return sits near...

DiDi Global has recently begun 24/7 fully unmanned robotaxi trials in Guangzhou, advanced fundraising for its self-driving unit at a targeted US$5.00 billion valuation, completed a US$286.00 million share repurchase program covering about 61.50 million shares, and moved close to finalizing a US$740.00 million settlement tied to its U.S. IPO lawsuit. Together, progress in autonomous driving, a sizeable buyback, and the pending resolution of a large legal overhang point to a company seeking to...

In its latest reported quarter, Wolverine World Wide generated US$470.3 million in revenue, up 6.9% year on year, with Merrell, Saucony and Sweaty Betty all beating expectations and delivering a record gross margin performance. The company also raised its full-year guidance more than any other footwear peer, highlighting stronger-than-expected momentum across its core brands and operations. Next, we’ll examine how this record gross margin quarter and upgraded guidance might influence...

McDonald's (MCD) just put a clearer stake in the ground for 2026 by tightening global franchising standards around pricing and value, while also leaning into subsidized 5 dollar meals to protect traffic in an inflation squeezed consumer landscape. See our latest analysis for McDonald's. Those tougher value standards and subsidized 5 dollar deals are landing against a backdrop of steady gains, with McDonald's 90 day share price return of 5.09 percent and a five year total shareholder return of...

Tenable Holdings recently appointed former Microsoft security executive Vlad Korsunsky as Chief Technology Officer and Managing Director of Tenable Israel, and earlier this month the U.S. General Services Administration announced a OneGov agreement enabling federal agencies, including the Department of Defense, to access Tenable’s FedRAMP-authorized Cloud Security solution at a discount through March 2027. These moves highlight Tenable’s push to scale its Tenable One platform, deepen...

Knife River (KNF) has been busy in Texas, locking in a $112 million highway paving contract and acquiring Texcrete Operations and TexAgg to deepen its vertically integrated footprint across the fast growing Texas Triangle. See our latest analysis for Knife River. Despite these Texas wins, Knife River's share price return has been weak year to date at minus 24.1 percent, and its 1 year total shareholder return of minus 28.4 percent suggests that while recent 1 month share price momentum of 9.6...