U.S. Building Stock News

NYSE:HLF
NYSE:HLFPersonal Products

Herbalife (NYSE:HLF) Valuation Check After Ronaldo Stake And Earnings Beat

Ronaldo stake and refinancing plans put Herbalife in focus Herbalife (HLF) has jumped into the spotlight after Cristiano Ronaldo took a US$7.5 million, 10% stake in its health tech subsidiary, paired with fresh refinancing plans and a recent earnings beat. See our latest analysis for Herbalife. At a share price of US$19.24, Herbalife has seen a 54.54% 3 month share price return and a 50.08% year to date share price return. The 1 year total shareholder return of 137.24% contrasts with a weaker...
NasdaqGS:SWKS
NasdaqGS:SWKSSemiconductor

Skyworks 6G Showcase With MediaTek Highlights Undervalued Growth Potential

Skyworks Solutions, NasdaqGS:SWKS, showcased early 6G RF front-end technology with MediaTek at Mobile World Congress 2026. The company highlighted its SKYR60002 power amplifier module as part of the joint 6G demonstration. The demo focused on RF solutions designed to support emerging 3GPP standards and high-performance network infrastructure. Skyworks Solutions focuses on RF front-end hardware that sits between baseband chips and the air interface, a core piece of wireless devices and...
NYSE:LC
NYSE:LCConsumer Finance

Is Sticky Inflation And Rate Sensitivity Altering The Investment Case For LendingClub (LC)?

LendingClub recently saw its stock react to a stronger-than-expected US Producer Price Index report, as higher-than-anticipated wholesale inflation raised concerns that interest rates may stay elevated for longer, a key macro factor for a lender whose profits depend heavily on net interest margins. This occurred shortly after the company had delivered quarterly earnings and revenue ahead of expectations, highlighting a tension between improving internal efficiency and a more challenging...
NasdaqGM:TMDX
NasdaqGM:TMDXMedical Equipment

Why TransMedics Group (TMDX) Is Up 9.2% After Strong 2025 Results And 2026 Outlook

TransMedics Group, Inc. reported its fourth-quarter and full-year 2025 results, with revenue rising to US$160.76 million for the quarter and US$605.49 million for the year, alongside higher earnings per share and a net income tax benefit driven by a US$103.3 million U.S. tax valuation allowance release. The company also issued 2026 revenue guidance of US$727 million to US$757 million, signaling management’s confidence in continued expansion of its organ care system platform and related...
NYSE:PR
NYSE:PROil and Gas

Permian Resources Weighs Record Results Against Dividend And Growth Tradeoffs

Permian Resources (NYSE:PR) reported record operational performance and production levels for Q4 2025. The company completed acquisitions that expanded its asset base and production capacity. Management announced a 7% increase in the quarterly dividend alongside robust cash flow and debt reduction. Permian Resources outlined plans to keep growth disciplined through 2026 while maintaining its current capital allocation framework. Permian Resources, a Midland Basin focused oil and gas...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Berkshire Hathaway (BRK.A) Margin Drop Challenges Long‑Held Earnings Resilience Narrative

Berkshire Hathaway (BRK.A) has wrapped up FY 2025 with fourth quarter revenue of US$94.2b and net income of US$19.2b, translating to basic EPS of US$13,349.11, against FY 2024’s fourth quarter revenue of US$94.9b, net income of US$19.7b and EPS of US$13,695.19. Looking across recent periods, revenue has ranged from US$89.7b to US$95.0b per quarter through FY 2025, while basic EPS has moved between US$3,200.48 and US$21,412.53. This gives investors a wide earnings range to factor into their...
NasdaqCM:ASTH
NasdaqCM:ASTHHealthcare

Astrana Health (ASTH) Margins Stay Near 1% And Test Bullish Earnings Narratives

Astrana Health (ASTH) has wrapped up FY 2025 with fourth quarter revenue of US$950.5 million and basic EPS of US$0.12, alongside trailing twelve month revenue of US$3.2 billion and EPS of US$0.46 that frame the latest numbers in a wider earnings context. The company has seen revenue move from US$665.2 million and basic EPS of a US$0.15 loss in Q4 2024 to US$950.5 million and basic EPS of US$0.12 in Q4 2025. Trailing net profit margin of 0.7% sits well below last year’s 2.1%, so investors are...
NasdaqGS:SATS
NasdaqGS:SATSMedia

EchoStar (SATS) Deep FY 2025 Losses Reinforce Bearish Profitability Concerns

EchoStar (SATS) has just posted its FY 2025 numbers, with Q4 revenue of US$3.8b and a basic EPS loss of US$4.19, alongside a full year trailing EPS loss of US$50.41 on revenue of US$15.0b and trailing net income losses of US$14.5b. Over recent periods the company has seen quarterly revenue move from US$3.9b in Q4 2024 to US$3.6b in Q3 2025 and US$3.8b in Q4 2025, while EPS shifted from a profit of US$1.19 in Q4 2024 to losses of US$44.37 in Q3 2025 and US$4.19 in Q4 2025. This puts a clear...
NYSE:ADT
NYSE:ADTConsumer Services

ADT (ADT) Q3 Earnings Highlight 12.7% Net Margin That Fuels Bullish Valuation Narratives

ADT (ADT) has just posted its FY 2025 third quarter results, with revenue of about US$1.3 billion and basic EPS of roughly US$0.18, alongside trailing 12 month EPS of about US$0.77 and revenue of roughly US$5.1 billion that frame the latest quarter in a wider earnings context. Over recent periods the company has seen revenue move from about US$1.20 billion in Q2 FY 2024 to roughly US$1.30 billion in Q3 FY 2025, while quarterly EPS has ranged between about US$0.14 and US$0.22. This gives...
NYSE:BH.A
NYSE:BH.AHospitality

Biglari Holdings (BH.A) Net Margin Collapse To 0.5% Tests Bullish Narratives

Biglari Holdings (BH.A) has just posted a mixed set of FY 2025 Q3 numbers, with revenue at US$99.7 million and a basic EPS loss of US$20.38. This follows earlier quarters that swung from a basic EPS loss of US$126.40 in Q1 on US$95.0 million of revenue to a basic EPS of US$194.57 in Q2 on US$100.6 million of revenue. Over the last year, the company has seen trailing twelve month revenue move in a tight band between US$361.7 million and US$386.5 million. Over the same period, basic EPS has...
NYSE:NCLH
NYSE:NCLHHospitality

Norwegian Cruise Line (NCLH) Q3 EPS Rebound Tests Bullish Earnings Growth Narrative

Norwegian Cruise Line Holdings (NCLH) has reported solid numbers for FY 2025 so far, with Q3 revenue of US$2.9b and basic EPS of US$0.93, backed by trailing twelve month EPS of US$1.49 on revenue of US$9.7b. The company’s quarterly revenue moved from US$2.1b in Q4 2024 to US$2.1b in Q1 2025, US$2.5b in Q2 and US$2.9b in Q3, while quarterly EPS shifted from US$0.58 to a loss of US$0.09, then US$0.07 and US$0.93. This creates a backdrop where investors are focused on how stable margins really...
NYSE:TGNA
NYSE:TGNAMedia

Tegna (TGNA) Earnings Slide And Margin Compression Reinforce Bearish Profitability Narratives

Tegna (TGNA) has laid out its FY 2025 scorecard so far with Q3 revenue of US$650.8 million and basic EPS of US$0.23, alongside trailing twelve month revenue of about US$2.9 billion and EPS of US$2.13 that sit against a net profit margin of 11.9%. The company has seen quarterly revenue move from US$710.4 million in Q2 2024 to US$675.0 million in Q2 2025, with EPS shifting from US$0.48 to US$0.42 over the same period, as trailing earnings also reflect a one off US$139.1 million gain that shapes...
NYSE:VG
NYSE:VGOil and Gas

Venture Global (VG) Net Margin At 19% Challenges Bearish Profitability Narratives

Venture Global FY 2025 Earnings Snapshot Venture Global (VG) has put fresh numbers on the board for FY 2025, with third quarter revenue of about US$3.3b and basic EPS of US$0.18, setting the tone for how the rest of the year will be judged. The company has seen revenue move from US$926m in Q3 2024 to US$3.3b in Q3 2025. Basic EPS shifted from a loss of US$0.15 in Q3 2024 to a profit of US$0.18, and trailing twelve month EPS reached US$0.86 on revenue of about US$10.8b. With trailing net...
NYSE:MTG
NYSE:MTGDiversified Financial

Is MGIC Investment (MTG) Quietly Rewriting Its Edge Through Market Share Gains And Tech Spending?

MGIC Investment Corporation’s recently filed 2025 Form 10-K shows past-year growth in insurance in force and market share, supported by reinsurance and capital management actions. The filing also highlights how technology and innovation spending is being used alongside disciplined pricing and risk controls to sustain MGIC’s competitive position despite pressure on premium volumes. We’ll now examine how MGIC’s market share gains and technology investment may reshape its existing investment...
NasdaqGS:EFSC
NasdaqGS:EFSCBanks

Will EFSC’s Branch Expansion, Capital Returns and Debt Moves Reshape Enterprise Financial Services’ Core Narrative?

Enterprise Financial Services Corp recently filed its 2025 Form 10-K, outlining its past-year performance, the acquisition of 12 First Interstate Bank branches in Arizona and Kansas City, higher quarterly dividends, share repurchases, and balance sheet actions including subordinated debt redemption and a lower-cost senior note issuance. An interesting insight from the filing is how the combination of branch purchases, capital returns, and debt refinancing reflects management’s emphasis on...
NYSE:NWN
NYSE:NWNGas Utilities

The Bull Case For Northwest Natural Holding (NWN) Could Change Following Strong 2025 Results And MX3 Expansion Project

In late February 2026, Northwest Natural Holding reported higher fourth-quarter and full-year 2025 results, with Q4 net income rising to US$57.79 million on sales of US$394.16 million and full-year net income reaching US$113.32 million on sales of US$1.29 billion, while initiating 2026 EPS guidance of US$2.95–US$3.15 and filing a US$57.81 million ESOP-related common stock shelf registration. Management also unveiled the long-term MX3 gas storage expansion project and reaffirmed 2026–2030 EPS...
NYSE:TPB
NYSE:TPBTobacco

Turning Point Brands (TPB) Margin Compression Tests Bullish Growth Narrative After Q3 Earnings

Turning Point Brands (TPB) has reported third quarter FY 2025 revenue of US$119 million and basic EPS of US$1.16, with trailing twelve month revenue at US$436 million and basic EPS of US$3.31. The company has seen quarterly revenue move from US$90.7 million in the third quarter of 2024 to US$119 million in the third quarter of 2025, while quarterly basic EPS went from US$0.71 to US$1.16 over the same span. This sets up a story where higher recent earnings meet a shift in net profit margins...
NasdaqGS:NTNX
NasdaqGS:NTNXSoftware

Nutanix (NTNX) Is Up 7.8% After AMD’s US$250M Agentic AI Partnership Commitment – What’s Changed

In February 2026, AMD and Nutanix announced a multi-year partnership to build an open, full-stack AI infrastructure platform for agentic AI, alongside AMD’s planned US$150,000,000 equity investment in Nutanix at US$36.26 per share and up to US$100,000,000 in joint engineering and go-to-market funding. The deal effectively ties Nutanix’s hybrid cloud software to AMD’s EPYC CPUs, Instinct GPUs, and ROCm ecosystem, positioning the two companies to offer enterprises an alternative to vertically...
NasdaqGS:KC
NasdaqGS:KCIT

Evaluating Kingsoft Cloud Holdings (NasdaqGS:KC) After Higher Related Party Lease Caps Raise Fixed Cost Concerns

Kingsoft Cloud Holdings (NasdaqGS:KC) recently raised the annual caps on related-party property services and lease transactions with Kingsoft Corporation for 2026 and 2027, prompting a roughly 6% share price drop as investors assessed higher fixed cost exposure. See our latest analysis for Kingsoft Cloud Holdings. The latest announcement comes after a period of mixed performance, with a 17.3% year to date share price return but a 14.3% decline in 1 year total shareholder return, while the 3...
NasdaqCM:CGEN
NasdaqCM:CGENBiotechs

Compugen (CGEN) Quarterly Loss Near US$7 Million Tests Bullish Profitability Narrative

Compugen (CGEN) has just reported its FY 2025 results, with Q3 revenue of US$1.9 million and a basic EPS loss of US$0.07. Trailing twelve month figures show revenue of US$6.9 million and a basic EPS loss of US$0.30. The company has seen quarterly revenue range from US$1.3 million to US$2.3 million in FY 2025 so far, with basic EPS losses between US$0.07 and US$0.08 over the same stretch. This sets up a picture in which top line consistency still sits alongside negative earnings. With revenue...
NYSE:HNGE
NYSE:HNGEHealthcare

Assessing Hinge Health’s Valuation After A Recent Share Price Rebound

What Hinge Health’s latest trading move signals for investors Hinge Health (HNGE) has caught investor attention after a recent move in its share price, with the stock closing at US$42.76 as short term returns and fundamentals offer a mixed picture. See our latest analysis for Hinge Health. The recent 7 day share price return of 11.21% and 30 day share price return of 22.52% sit against a weaker 90 day share price return of 8.16% and year to date share price return of 6.15%. This suggests...
NasdaqGS:STRA
NasdaqGS:STRAConsumer Services

Strategic Education (STRA) Is Up 9.8% After AI-Driven Profitability Jump And Capital Returns Update - Has The Bull Case Changed?

In late February 2026, Strategic Education, Inc. reported fourth-quarter 2025 results showing revenue of US$323.21 million and net income of US$37.91 million, alongside a quarterly dividend of US$0.60 per share and completion of a long-running share repurchase authorization. The company’s earnings per share rose meaningfully year on year and were aided by AI-enabled productivity gains and strong growth in its higher-margin Education Technology Services segment, which together improved...
NYSE:RLJ
NYSE:RLJHotel and Resort REITs

A Look At RLJ Lodging Trust (RLJ) Valuation After Strong Q4 Results And Continued Capital Returns

RLJ Lodging Trust (RLJ) shares are in focus after the company posted above-consensus fourth quarter results, highlighting stronger urban hotel performance, higher non-room revenue, active property conversions, and increased balance sheet flexibility from recent refinancing. See our latest analysis for RLJ Lodging Trust. At a share price of US$8.02, RLJ Lodging Trust has seen short term momentum pick up, with a 30 day share price return of 7.94% and a 90 day gain of 8.23%. This comes even...
NasdaqGS:GTM
NasdaqGS:GTMInteractive Media and Services

What ZoomInfo Technologies (GTM)'s AI Pivot and $1 Billion Buyback Plan Means For Shareholders

In recent days, ZoomInfo Technologies reported that its upmarket customers now account for 74% of its business, Copilot AI has reached 20% of annual contract value, and the company approved an additional US$1.00 billion for share repurchases while providing cautious 2026 revenue guidance. At the same time, supportive comments from Nvidia CEO Jensen Huang about AI complementing enterprise software reframed how investors view ZoomInfo’s AI-focused evolution. We’ll now examine how Nvidia’s...