U.S. Building Stock News

NYSE:AMCR
NYSE:AMCRPackaging

The Bull Case For Amcor (AMCR) Could Change Following Its Post‑Berry Free Cash Flow Pivot And Dividend Hike

In early February 2026, Amcor’s board declared a quarterly cash dividend of US$0.65 per share (A$0.93 per CDI) and reported second-quarter sales of US$5,449 million and net income of US$177 million for the period ended December 31, 2025. The company’s higher dividend and earnings release came alongside management’s emphasis on growth opportunities, free cash flow generation, and portfolio reshaping following the Berry acquisition. Against this backdrop, we’ll now examine how Amcor’s...
NYSE:UBER
NYSE:UBERTransportation

Does Uber’s European Delivery Expansion And Getir Deal Change The Bull Case For Uber (UBER)?

In recent weeks, Uber Technologies, Inc. has moved to expand its food delivery operations into Austria, Denmark, Finland, Norway, the Czech Republic, Greece, and Romania, while also agreeing to acquire Getir's Turkish delivery business to strengthen its regional footprint. Together, these steps signal a push to scale Uber's Delivery segment across Europe by targeting new demand pools and consolidating fragmented local competition. Next, we’ll examine how this European delivery push and the...
NasdaqGS:SONO
NasdaqGS:SONOConsumer Durables

Does Sonos' (SONO) Profit Jump and Buyback Hint at a New Capital Allocation Play?

In early February 2026, Sonos, Inc. reported first-quarter results showing sales of US$545.66 million, slightly lower than a year earlier, while net income rose to US$93.8 million and diluted earnings per share from continuing operations increased to US$0.75. Over the same period, Sonos also completed a previously announced share repurchase program totaling 3,010,242 shares for US$45.36 million, underscoring management’s focus on returning capital to shareholders alongside improving...
NasdaqGS:RPRX
NasdaqGS:RPRXPharmaceuticals

Stronger 2026 Guidance, Buybacks, and Manager Shift Might Change The Case For Investing In Royalty Pharma (RPRX)

In February 2026, Royalty Pharma plc reported fourth-quarter 2025 revenue of US$622 million and full-year 2025 revenue of US$2.38 billion, alongside full-year net income of US$770.95 million and the completion of a US$1.23 billion buyback program that retired 37.41 million shares. The company also issued 2026 Portfolio Receipts guidance of US$3.28–3.43 billion and highlighted the benefits of internalizing its external manager, pointing to lower costs and tighter alignment between operations...
NasdaqGS:REYN
NasdaqGS:REYNHousehold Products

Will Reynolds' Flat 2026 Outlook and Margin Focus Reframe Reynolds Consumer Products' (REYN) Narrative?

Reynolds Consumer Products Inc. reported its full-year 2025 results with revenue of US$3.72 billion, up slightly year on year, while net income declined to US$301 million and earnings per share fell to US$1.43. Alongside these results, the company issued cautious 2026 guidance that brackets flat revenue and only modest earnings growth, underscoring a focus on protecting profitability amid competitive and cost pressures. We’ll now examine how this softer 2026 outlook, particularly the flat to...
NasdaqGS:JD
NasdaqGS:JDMultiline Retail

Europe-Wide JoyExpress Rollout Could Be A Game Changer For JD.com (JD)

In February 2026, JD.com, Inc. launched JoyExpress, a dedicated express delivery service across Europe under JINGDONG Logistics, offering same-day and next-day delivery, integrated installation for large appliances, and operations from more than 60 warehouses and depots in key markets including the UK, Germany, the Netherlands, and France. This rollout highlights JD.com's push to build its own end-to-end logistics and warehousing footprint in Europe to support the upcoming Joybuy retail...
NYSE:OLN
NYSE:OLNChemicals

Is There Now An Opportunity In Olin (OLN) After Recent Share Price Weakness

If you are wondering whether Olin's current share price reflects its true worth, this article will walk you through what the numbers are actually saying about value. Olin's shares last closed at US$23.87, with recent returns that include a 7 day decline of 8.1%, a 30 day return of 2.0%, a year to date return of 10.8%, and a 1 year decline of 12.8%, alongside 3 and 5 year declines of 57.8% and 15.5% respectively. These mixed returns have come against a backdrop of ongoing market attention on...
NasdaqGS:WDAY
NasdaqGS:WDAYSoftware

Is Workday (WDAY) Now An Opportunity After A 46% One Year Share Price Slide

If you are wondering whether Workday's current share price reflects its true worth, it helps to start by looking at what the recent returns and our valuation checks are saying side by side. The stock last closed at US$143.09, with returns of a 6.6% decline over 7 days, a 23.4% decline over 30 days, a 30.5% decline year to date and a 46.2% decline over the past year. The 3 year and 5 year returns sit at a 21.3% decline and a 45.3% decline respectively. Recent share price moves have been...
NYSE:T
NYSE:TTelecom

Is AT&T (T) Still Attractively Priced After Its Strong Recent Share Price Rally

If you are wondering whether AT&T's current share price still offers value, this article will walk through what the numbers are actually saying about the stock. AT&T's share price recently closed at US$28.68, with returns of 4.6% over the past week, 22.1% over the last month, 16.8% year to date and 14.8% over the past year. This performance has put the stock back on many investors' radars. Recent headlines around AT&T have focused on its large scale telecom footprint and continuing role as a...
NYSE:AXTA
NYSE:AXTAChemicals

Assessing Axalta Coating Systems (AXTA) Valuation After Recent Share Price Momentum And Margin Strength

What Axalta Coating Systems (AXTA) investors are watching right now Axalta Coating Systems (AXTA) has drawn fresh attention after recent share price moves, with the stock showing gains over the past week, month and past 3 months that stand out against its 1 year total return. See our latest analysis for Axalta Coating Systems. Recent moves have been relatively strong, with a 4.1% 1 month share price return and a 25.7% 3 month share price return standing against a 6.1% decline in the 1 year...
NasdaqGM:AXSM
NasdaqGM:AXSMPharmaceuticals

Axsome SUNOSI Patent Settlement Clarifies Exclusivity Window And Future Competition

Axsome Therapeutics and Alkem Laboratories have reached a settlement over patent litigation related to SUNOSI. The agreement includes a defined date for potential generic SUNOSI entry, subject to regulatory review. The resolution addresses a key intellectual property question around one of Axsome's commercial products. For Axsome Therapeutics, ticker NasdaqGM:AXSM, this settlement comes at a time when the stock is trading at $181.21 and has returned 41.5% over the past year and 185.5% over...
NYSE:ESAB
NYSE:ESABMachinery

Assessing ESAB (ESAB) Valuation After Recent Share Price Momentum

ESAB stock overview following recent performance moves ESAB (ESAB) has drawn investor attention after recent share price moves, with the stock showing mixed short term returns but positive performance over the past month and past 3 months. See our latest analysis for ESAB. At a share price of $133.43, ESAB has given investors a 30 day share price return of 9.78% and a 90 day share price return of 27.14%. Its 3 year total shareholder return of 139.62% points to strong longer term compounding...
NasdaqGS:BYND
NasdaqGS:BYNDFood

Beyond Meat Lawsuits Put Impairment Timing And Governance Under Scrutiny

Multiple class action lawsuits have been filed against Beyond Meat, alleging the company made false or misleading statements about the value of its long lived assets. Plaintiffs also claim Beyond Meat delayed required SEC filings because of a significant non cash impairment charge. The legal actions focus on the company’s financial disclosures and the timing and transparency of its reporting. For investors watching NasdaqGS:BYND, this legal pressure arrives after a steep share price reset,...
NYSE:HD
NYSE:HDSpecialty Retail

Is It Too Late To Consider Home Depot (HD) After Its Strong Multi Year Run?

If you are wondering whether Home Depot stock still looks reasonably priced after its long run as a market favorite, you are not alone. The share price closed at US$383.04, with a 1.7% decline over the last 7 days, a 0.8% gain over 30 days, a 10.8% return year to date, a 2.7% decline over 1 year, a 39.9% return over 3 years and a 61.9% return over 5 years. This gives a mixed picture for investors thinking about value and risk. Recent coverage around Home Depot has focused on its role as one...
NYSE:AVNT
NYSE:AVNTChemicals

Avient (AVNT) Valuation Check After Margin Gains And 2026 Growth Outlook

Avient (AVNT) is back in focus after its latest quarterly update, which combined record adjusted EBITDA margins, mixed GAAP earnings, and an outlook centered on higher value materials for defense, healthcare, and other specialized end markets. See our latest analysis for Avient. Avient’s recent earnings update, higher adjusted margins, and dividend affirmation have coincided with a sharp improvement in momentum, with a 90 day share price return of 51.81% and a 1 year total shareholder return...
NYSE:MS
NYSE:MSCapital Markets

Morgan Stanley Links Crypto And AI To Core Wealth Strategy

Morgan Stanley (NYSE:MS) is recruiting a blockchain architecture lead to connect its traditional finance systems with decentralized markets. The bank is preparing a proprietary crypto trading service on its E*Trade platform, targeted for launch in 2026. The company is rolling out AI tools across its wealth management franchise and examining new international investment funds. Morgan Stanley is a global investment bank and wealth manager, and these moves put digital assets and AI more...
NasdaqGS:STRL
NasdaqGS:STRLConstruction

Has Sterling Infrastructure (STRL) Run Too Far After Recent Share Price Surge?

If you are wondering whether Sterling Infrastructure's share price still reflects good value or has run ahead of itself, you are not alone. The stock recently closed at US$437.77, with returns of 5.4% over 7 days, 24.7% over 30 days, 37.2% year to date and 235.1% over 1 year. The 3 year and 5 year returns are both very large. Recent coverage has focused on Sterling Infrastructure's position in capital projects and its role in infrastructure related services. This helps frame how investors...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

KLA Expands Into India With $400m R&D Bet And Rich Valuation Risks

KLA (NasdaqGS:KLAC) has agreed to invest about $400 million in a new R&D and innovation campus in Chennai, Tamil Nadu. The project centers on semiconductor process control and AI related research and development activities. The expansion deepens KLA's presence in India and is expected to support long term global engineering and technology initiatives. KLA focuses on process control and yield management equipment for the semiconductor and related electronics industries, which sit at the core...
NasdaqGS:BIDU
NasdaqGS:BIDUInteractive Media and Services

Baidu Uber Tie Up In Dubai Puts Focus On Apollo Go Economics

Baidu (NasdaqGS:BIDU) is rolling out its Apollo Go autonomous ride-hailing service on Uber’s app in Dubai. The launch is part of an international expansion partnership that includes the Dubai Roads and Transport Authority. The collaboration introduces fully autonomous ride-hailing to Dubai as the city pursues its long term autonomous transport goals. Baidu’s move plugs its Apollo Go robotaxi network into Uber’s global ride-hailing platform, giving the China based company a new way to reach...
NasdaqGS:PEP
NasdaqGS:PEPBeverage

Is PepsiCo (PEP) Still Attractively Priced After Its Recent 17% One Year Gain

If you are wondering whether PepsiCo's current share price still offers value, this article walks through the key numbers so you can judge how the market is pricing the business. PepsiCo recently closed at US$161.92, with returns of 10.7% over the last 30 days and 16.9% over the past year, which may influence how investors think about its growth potential and risk. Recent news coverage has focused on PepsiCo's position as a large global food and beverage group, including ongoing attention to...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Apple’s AI Delays And FTC Scrutiny Test Services And Platform Control

Apple (NasdaqGS:AAPL) is facing regulatory scrutiny after the Federal Trade Commission sent a warning letter over alleged political bias in Apple News content decisions. The company is also delaying planned AI powered Siri upgrades, while moving ahead with policy changes that open CarPlay to third party voice assistants. These developments arrive together, putting a spotlight on Apple's AI approach, content policies, and platform openness. For investors tracking NasdaqGS:AAPL, the story is...
NYSE:FICO
NYSE:FICOSoftware

Is FICO’s Mortgage and Grab Finance Deals Altering The Investment Case For Fair Isaac (FICO)?

In February 2026, FICO announced a partnership with MeridianLink to embed its Mortgage Direct License Program into MeridianLink’s mortgage platform, while Grab Finance adopted FICO Platform to power 22 credit decision workflows across six Southeast Asian markets. Together, these moves highlight how FICO is extending its scoring and decisioning technology deeper into mortgage distribution and into data-scarce emerging markets. Next, we’ll examine how embedding FICO Scores via MeridianLink’s...
NasdaqGS:DUOL
NasdaqGS:DUOLConsumer Services

Assessing Duolingo (DUOL) Valuation As Revenue Tops US$1b And User Metrics Hit New Highs

Duolingo (DUOL) just crossed a key milestone, topping US$1b in annual revenue while hitting record daily and monthly active users, even as questions about AI driven competition and the app’s staying power intensify. See our latest analysis for Duolingo. Despite the user and revenue milestones, Duolingo’s recent share price performance has been weak, with a 30 day share price return of 25.03% and a year to date share price return of 36.21%. The 1 year total shareholder return of 74.50%...
NYSE:HASI
NYSE:HASIDiversified Financial

HA Sustainable Infrastructure Capital Reshapes Growth Path In Sustainable Infrastructure Finance

HA Sustainable Infrastructure Capital (NYSE:HASI) reported record investment volume of US$4.3b, nearly double the prior year. The company announced major new deals, including a joint venture with Sunrun and involvement in the SunZia wind project. HASI expanded its co investment vehicle with KKR and shifted its corporate structure from a REIT to a C Corporation. The company introduced earnings guidance through 2028 and highlighted ongoing proprietary sustainability metrics. For investors...