U.S. Building Stock News

Cheesecake Factory (CAKE) has drawn investor attention after recent trading swings, with the share price around US$58.67. You might be asking whether this restaurant operator’s current valuation fairly reflects its fundamentals. See our latest analysis for Cheesecake Factory. Recent trading has been choppy, with a 7 day share price return of 7.24% and a 30 day share price return of 2.48%. However, the 90 day share price return of 30.55% and 1 year total shareholder return of 12.27% suggest...

If you are wondering whether Lam Research is still reasonably priced after a strong run, this article will outline what the current valuation looks like. The stock last closed at US$235.53, with returns of 2.0% over 7 days, 12.8% over 30 days, 27.3% year to date and 187.2% over 1 year. This naturally raises questions about how much optimism is already reflected in the price. Recent attention on Lam Research has focused on its role in semiconductor equipment and how investor sentiment toward...

In the past week, Redwire was left out of the Pentagon’s US$1.10 billion Drone Dominance program awards, despite having previously acquired military drone specialist Edge Autonomy for US$925.00 million to strengthen its defense presence. This outcome highlights the execution risk of Redwire’s expansion into defense unmanned systems, even as investors watch for its first-ever positive free cash flow this year. Now we’ll consider how missing the Drone Dominance awards may affect Redwire’s...

Pacific Biosciences of California (PACB) just wrapped up FY 2025 with Q4 revenue of about US$44.6 million and a basic EPS loss of US$0.13, alongside a full year trailing revenue base of roughly US$160.0 million and a trailing basic EPS loss of US$1.82. Over recent quarters, the company has seen revenue move from US$39.2 million in Q4 2024 to US$44.6 million in Q4 2025. Quarterly basic EPS has shifted from a small profit of US$0.01 in Q4 2024 to losses between US$0.13 and US$1.44 across FY...

Cipher Mining (NasdaqGS:CIFR) has agreed a $3b AI infrastructure partnership with Fluidstack, signaling a shift toward AI focused data centers. The company has added real estate investment specialist Thomas Duda to its Board of Directors to support this new direction. This move marks a transition beyond pure crypto mining into broader computing and data center services. Cipher Mining is moving beyond its crypto roots and into AI related infrastructure at a time when its shares trade around...

Tronox Holdings (NYSE:TROX) has announced that board member Mrs. Lucrece Foufopoulos-De Ridder will not seek re election at the upcoming annual meeting. The company attributes her planned departure to external time commitments and not to any disagreement with Tronox. The change will take effect following shareholder voting at the annual meeting. Tronox Holdings is a producer of titanium dioxide and related products, supplying inputs used in coatings, plastics, and other industrial...

If you are wondering whether Albertsons Companies is offering good value at its current share price, you are not alone. This article is here to unpack that question clearly. The stock most recently closed at US$18.57, with returns of 2.7% over the past week, 4.9% over the past month, 7.3% year to date, but an 8.1% decline over the last year and a 5.3% decline over three years, while the five year return sits at 67.6%. Recent attention on Albertsons has centered on how its grocery footprint...

Sabine Royalty Trust recently reported that its February 2026 production fell to 45,316 barrels of oil and 1,026,714 Mcf of gas, while Argent Trust Company declared a lower monthly cash distribution of US$0.283370 per unit, payable on February 27, 2026. This combination of weaker production volumes and a reduced payout directly affects the income profile that many unitholders watch closely for this royalty trust. Next, we’ll examine how the reduced cash distribution reshapes Sabine Royalty...

In the past week, Iron Mountain reported record fourth-quarter and full-year 2025 results, including US$6,901.74 million in revenue, strong growth in data centers and asset lifecycle management, a US$16,666,000 write-down of property, plant and equipment, and issued 2026 revenue guidance of US$7.63–7.78 billion. The Board also reaffirmed a quarterly dividend of US$0.864 per share and projected further revenue expansion in 2026, underscoring management’s confidence in the company’s...

Recent news shows Rigetti Computing under pressure as analyst downgrades, capital-raising concerns, and investor rotation away from speculative quantum names reshape sentiment toward the company. A key insight from these developments is the growing focus on Rigetti’s long commercialization timeline and intense competition from cash-rich technology giants investing heavily in quantum computing. We’ll now examine how Rigetti’s caution about meaningful quantum demand emerging mainly after 2030...

Waste Connections, Inc. has reported past fourth-quarter 2025 results with revenue of US$2,373.31 million and net income of US$258.5 million, alongside full-year 2025 revenue of US$9.47 billion and net income of US$1.08 billion, while also confirming 2026 guidance and a regular quarterly dividend of US$0.35 per share. The company coupled margin expansion and earnings outperformance with more than US$830 million returned to shareholders via dividends and buybacks in 2025, while investing in...

BioLife Solutions (BLFS) has drawn investor attention after announcing a multi year supply agreement with Qkine Limited, which grants it exclusive worldwide distribution rights to select cytokine and growth factor products for cell and gene therapy applications. See our latest analysis for BioLife Solutions. The Qkine agreement arrives after a weak patch for the stock, with a 30 day share price return of 8.48% and a 1 year total shareholder return decline of 19.95%, suggesting recent...

IRADIMED (NasdaqGM:IRMD) has reported its 18th consecutive quarter of record revenue. The company is seeing strong adoption of its existing MRI-compatible devices alongside shipments of its new 3870 infusion pump. IRADIMED has raised its regular quarterly dividend, citing confidence supported by future product launches and domestic replacement demand. At a share price of $99.81, IRADIMED comes into this news with a 1-year return of 83.6% and a 3-year return of 177.7%. The stock has moved...

What Liberty Latin America’s Recent Performance Signals for Investors Liberty Latin America (LILA) has drawn fresh attention after a mixed run in its share price, with a 3.5% decline over the past week, in contrast with gains over the month and year to date. See our latest analysis for Liberty Latin America. While the 3.5% 1-day and 7-day share price declines suggest momentum has cooled recently, Liberty Latin America still shows a positive year to date share price return, even though its...

A U.S. federal judge has allowed key claims in a class action lawsuit against Bank of America to proceed. The case alleges Bank of America disregarded information related to Jeffrey Epstein's sex trafficking activities and failed to scrutinize related transactions. The lawsuit also claims the bank may have benefited from Epstein's alleged illicit activity, creating potential legal and reputational risk. For investors watching NYSE:BAC, this lawsuit arrives with the stock trading around...

Fastly reported strong fourth quarter results and its first profitable year, marking a major business turnaround. Growth in network services, security, and AI related demand contributed to record performance in key parts of the business. The company is increasing its involvement in agentic AI markets while securities litigation related to alleged misrepresentation by the former CEO continues. Fastly, traded as NasdaqGS:FSLY, sits at a current share price of $18.26 after a sharp move, with...

Why Ciena (CIEN) Is On Investors’ Radar Today Ciena (CIEN) has attracted attention after a strong recent share price move, with returns of 27% over the past month and 59% over the past 3 months, prompting closer scrutiny of its fundamentals. See our latest analysis for Ciena. That short term momentum in Ciena’s share price, including a 12.0% 7 day share price return and 27.5% 30 day share price return, sits alongside a very large 1 year total shareholder return and an even larger 3 year total...

Altria Group (MO) is back in focus as investors weigh its long-running dividend growth, solid free cash flow, and active buybacks against sizeable debt levels and negative shareholder equity that are drawing renewed scrutiny. See our latest analysis for Altria Group. Recent trading has been strong, with the share price at $67.25 and a 30 day share price return of 9.40% contributing to a 17.34% year to date gain. The 1 year total shareholder return of 35.24% and 5 year total shareholder return...

Reddit’s recent stock performance in context Reddit (RDDT) has drawn fresh attention after a volatile stretch, with the share price around $139.65 and recent returns across the past week, month, and past 3 months reflecting sharp swings in sentiment. See our latest analysis for Reddit. That recent 6.55% 1 day share price return sits against a much weaker backdrop, with a 30 day share price return of 44.67% decline and a year to date share price return of 42.27% decline. The 1 year total...

In recent months, Comfort Systems USA has reported very strong demand for AI data center buildouts, beating third-quarter revenue and earnings estimates and growing its project backlog to US$9.38 billion, while also preparing to release its fourth-quarter and full-year 2025 results after markets closed on February 19, 2026. Despite aggressive insider selling by senior executives, investors have focused on the company’s rapidly expanding backlog and improving returns on capital, which many...

ACI Worldwide (ACIW) just signed a multi year services agreement with Alpha Modus Financial Services, putting its remittance platform at the core of Alpha Cash’s bill payment offering across digital and physical retail locations. See our latest analysis for ACI Worldwide. At a share price of US$39.56, ACI Worldwide has seen a 13.0% decline in its 30 day share price return and a 15.8% decline over 90 days. The 3 year total shareholder return of 52.2% contrasts with a 24.7% decline over the...

McGraw Hill (NYSE:MH) has appointed Philip Moyer as President and CEO, succeeding Simon Allen. The company is accelerating its push into AI powered education tools, gaining market share in higher education. McGraw Hill has been recognized as a leading user of AI in education and is rolling out new AI platforms with a focus on STEM. For investors watching NYSE:MH, the leadership transition comes as the company leans further into digital and AI centered offerings. The stock last closed at...

Ford Motor (NYSE:F) reported its largest quarterly loss since 2008 in the latest fourth quarter. Unexpected tariff costs and supply chain disruptions linked to supplier fires contributed to a historic net loss. The company is pivoting away from its previous electric vehicle plan, taking write downs and refocusing on more affordable hybrids and EVs. For you as an investor, this is a significant reset moment for Ford, a company that currently earns most of its revenue from trucks, SUVs, and...

Arcos Dorados Holdings (ARCO) issued fresh guidance for the first quarter of 2026, indicating higher systemwide comparable sales growth compared with late 2025, with stronger local currencies expected to support additional US dollar revenue. See our latest analysis for Arcos Dorados Holdings. The fresh guidance comes after a 9.42% 1 month share price return and a 14.68% year to date share price return to US$8.36. The 5 year total shareholder return of 74.54% contrasts with a more modest 1...