U.S. Building Stock News

On Holding (NYSE:ONON) has been catching traders attention after a strong month, with the stock climbing about 13% even as its year to date performance remains in the red. That divergence sets up an interesting reset in expectations. See our latest analysis for On Holding. That recent 12.7% one-month share price return looks more like a rebound than a breakout, given the share price is still down 13.7% year to date. At the same time, the three-year total shareholder return of 192.5% shows the...

Whether Verizon Communications at around $40.89 is quietly offering value, or the market already fully appreciates this telecom giant, many investors are asking if now is the right time to buy, hold, or move on. Despite some recent choppiness, with the stock down 1.0% over the last week and 0.4% over the last month, Verizon is still up 1.7% year to date and 6.9% over the past year. Its 3 year return of 35.1% and 5 year return of 7.3% may look more mixed depending on your time horizon. Recent...

Fluor Corporation recently announced two major milestones in Canada: securing Teck Resources’ Highland Valley Copper Mine Life Extension contract and completing Train 2 of the LNG Canada project, marking the end of the facility’s first phase. Together, these developments highlight Fluor’s role in large-scale resource and infrastructure projects in British Columbia, spanning long-life copper production and Canada’s first large LNG export facility. Next, we’ll examine how this new Highland...

Linde (LIN) just caught a bid after a wave of analyst commentary converged on the same theme: the growth story still looks intact thanks to a deep project backlog and disciplined capital allocation. See our latest analysis for Linde. The recent 3.21% one day share price gain to about $416 comes after a choppy few months, with a negative 90 day share price return but a still impressive 32.36% total shareholder return over three years. This suggests longer term momentum remains intact even as...

Earlier this month, Broadstone Net Lease held an investor day where it reiterated its plan to rely on build-to-suit development, 2% average rent escalators and its Triboro land site for future growth, while issuing guidance for 2026. An interesting angle is the 550-acre Triboro site, which management framed as having potential for up to US$600.00 million in leased development space or sale proceeds, adding a flexible growth lever to its portfolio story. We’ll now examine how Broadstone’s...

Soleno Therapeutics (SLNO) just received a meaningful vote of confidence from Wolfe Research, which helped push the stock up about 5% as investors reassess earlier safety worries and focus on improving patient uptake and liquidity. See our latest analysis for Soleno Therapeutics. That fresh vote of confidence comes after a steady rebuild in sentiment, with a 1 year to date share price return of 13.76% and a remarkable 3 year total shareholder return of 2710.81%. This suggests momentum is...

Carvana (CVNA) is suddenly back on a lot of screens as it gears up to join the S&P 500 on December 22, capping a long stretch of improving fundamentals and surging sentiment. See our latest analysis for Carvana. That S&P 500 promotion comes on the heels of a powerful run, with a 30 day share price return of 43.16% and year to date share price return of 128.34%. The three year total shareholder return of 10209.50% shows just how dramatically sentiment has swung in Carvana's favor. If Carvana's...

In recent days, The Trade Desk has come under pressure as investors reassessed its position amid intensifying competition from large digital advertising platforms and concerns about how industry changes may affect its long-term growth profile. Despite resilient fundamentals such as high customer retention and ongoing AI and connected TV initiatives, insider share sales and analyst caution have raised fresh questions about how durable its competitive advantages may be. We’ll now examine how...

Viasat, Inc. recently agreed to provide its InRange launch telemetry service for INNOSPACE’s HANBIT-Nano small-satellite mission from Brazil, marking the first commercial use of this continuous, satellite-enabled launch monitoring solution within its HaloNet portfolio. This move highlights how Viasat is extending its space-to-ground communications capabilities into the emerging commercial launch market, potentially broadening its role in near-Earth mission support for both government and...

Earlier this week, CBRE Group gained fresh attention as Keefe, Bruyette & Woods and Barclays upgraded their ratings, citing the company’s diversified real estate services platform, contractual revenue mix, and ongoing technology and acquisition-driven expansion. These endorsements come on the heels of CBRE’s continued push into higher-growth, resilient service lines and recent M&A, including the approximately US$1.20 billion purchase of Pearce Services, LLC to broaden its global...

Earlier this month, Check Point Software Technologies launched its Quantum Firewall Software R82.10, adding 20 new capabilities to help enterprises manage AI-related risks, secure hybrid mesh networks, and streamline Zero Trust across distributed environments, with the software slated for download later in December. By tightly integrating R82.10 with its Infinity platform, open-garden ecosystem of more than 250 integrations, and recently acquired Lakera AI stack, Check Point is positioning...

Pinnacle West Capital’s board recently declared a routine quarterly dividend of US$0.91 per share, payable on March 2, 2026, to shareholders of record on February 2, 2026. Shortly after this dividend decision, KeyBanc’s downgrade of the stock highlighted shifting analyst sentiment around the company’s future risk-reward balance. We’ll now explore how KeyBanc’s downgrade, against a backdrop of robust Arizona demand expectations, could influence Pinnacle West’s investment narrative. These 11...

In recent weeks, IDEXX Laboratories has attracted upbeat coverage from multiple Wall Street firms, including Barclays initiating with an “Overweight” rating, alongside ongoing global expansion of its veterinary and environmental diagnostics offerings. This combination of analyst confidence and widening exposure to long-term demand drivers in animal health and water quality testing highlights how IDEXX’s business model is increasingly anchored in recurring, diagnostics-led revenue...

Mondelez International (MDLZ) has been sliding quietly, with the stock down about 5% over the past month and roughly 9% this year, even as revenue and earnings continue to grow. See our latest analysis for Mondelez International. Zooming out, the stock’s recent 30 day share price return of around negative 5 percent and its roughly negative 9 percent year to date share price return suggest momentum has clearly cooled. This helps explain why the 1 year total shareholder return is now also...

Balchem Corporation recently declared an annual dividend of US$0.96 per share, payable on January 20, 2026, marking a 10.3% increase over last year, and simultaneously authorized a new share repurchase program for up to 4,000,000 shares with no set expiration after letting a prior plan expire on December 9, 2025. Coming alongside record quarterly sales and fresh capacity expansion plans in microencapsulated food ingredients and nutraceuticals, these higher cash returns to shareholders...

On 1 December 2025, Octave Bioscience announced a collaboration with Quest Diagnostics to offer Octave’s Multiple Sclerosis Disease Activity blood test through Quest’s network of 7,000 US collection sites, giving nationwide access to the first clinically validated multi-analyte MS disease activity score. This agreement also grants Quest first rights to provide specimen collection for Octave’s future multiple sclerosis and Parkinson’s tests, strengthening Quest’s role in specialized neurology...

NANO Nuclear Energy recently announced new collaborations to explore deploying its compact microreactors, including a memorandum of understanding with Blockfusion to assess data center power and a paid feasibility study with BaRupOn for potential KRONOS units at a large Texas facility. Alongside these early commercial discussions, the company plans a Fiscal Year 2025 business update webcast on December 18, 2025, giving investors a clearer view of its vertically integrated nuclear...

Cousins Properties (CUZ) has quietly lagged the broader market this year, with shares down nearly 19% year to date, prompting investors to revisit whether this Sun Belt office REIT still offers value. See our latest analysis for Cousins Properties. That slide in the share price contrasts with a modest 7 day share price rebound of 3.6% and a three year total shareholder return of 18.2%, suggesting long term holders have still been rewarded while near term momentum remains weak. If this shift...

Celcuity Inc. recently reported updated Phase 3 VIKTORIA-1 results for its PAM inhibitor gedatolisib in HR+/HER2-, PIK3CA wild-type advanced breast cancer, highlighting substantial progression-free survival benefits over fulvestrant in multiple patient sub-groups and geographies. An interesting feature of the data is the combination of extended progression-free survival with stable glucose levels and manageable stomatitis, underscoring a differentiated tolerability profile versus many...

Navitas Semiconductor recently expanded its distribution agreement with Avnet, making Avnet a globally franchised partner to supply technical and commercial support for Navitas’ GaN and SiC power devices across AI data centers, renewable energy, grid infrastructure, and industrial markets. This deeper relationship broadens Avnet’s exposure to higher-complexity, wide bandgap semiconductors, potentially reinforcing its role in fast-growing, electronics-rich end markets that prize design...

In recent days, Walmart completed its move from the New York Stock Exchange to Nasdaq, was added to the Nasdaq Composite Index, and expanded retail partnerships ranging from AXIL hearing protection and GLO24K “Skin-Tech” devices to a limited-edition Dove x Crumbl personal care collection available online and in stores. These developments highlight Walmart’s push to position itself as a tech-enabled retail platform and preferred launchpad for differentiated consumer brands, spanning...

Invesco (IVZ) just gave investors two fresh reasons to revisit the stock, pairing a new Solana ETP launch with Galaxy Asset Management and a private markets partnership with LGT Capital Partners that pushes deeper into alternatives. See our latest analysis for Invesco. The stock has quietly rebuilt momentum in 2025, with an 11.65% 1 month share price return and an 18.82% 3 month share price return helping drive a 51.59% 1 year total shareholder return as investors reprice Invesco’s digital...

Pfizer (PFE) just delivered a one two punch of pipeline news, with positive Phase 3 results in cancer and hemophilia, plus a fresh obesity drug licensing deal, and the stock is starting to reflect that shift. See our latest analysis for Pfizer. Those wins are starting to chip away at a gloomy narrative, with Pfizer’s 30 day share price return of 3.15% and 90 day share price return of 8.16% hinting at rebuilding momentum despite a still negative year to date move and a mixed longer term total...

Earlier this week, analysts at Jefferies reiterated their Buy rating on Quanta Services, while J.P. Morgan upgraded the stock and reaffirmed their positive stance on the company's role in modernizing power, utility, and communications infrastructure. These endorsements highlight how Quanta's broad engineering capabilities across electric grids, renewables, natural gas, and telecoms are increasingly viewed as central to long-term infrastructure upgrades and reliability improvements. Next,...