U.S. Building Stock News

Wondering if Cintas is still worth buying after its big multi year run, or if the easy money has already been made? Let us walk through what the current share price is really implying about its future. Despite some recent volatility, Cintas has eked out gains of 2.5% over the last week and 3.0% year to date, even though the stock is still down 10.7% over the past year after a huge 73.7% move in 3 years and 126.9% in 5 years. That mixed performance has unfolded against a backdrop of ongoing...

Earlier this month, TransUnion introduced substantial enhancements to its Device Risk solution, adding cross-session device identification, adaptive machine learning, and advanced anomaly detection to help clients combat increasingly sophisticated digital fraud that is costing businesses an average of 7.7% of annual revenue, or about US$534.00 billion. By pairing real-time device fingerprinting with machine learning that updates as fraud patterns change, TransUnion is trying to deepen its...

Wondering if FMC is a beaten down trap or a genuine bargain waiting to be noticed? This is exactly the kind of setup where valuation work can really pay off. The stock has barely moved over the last week (up around 0.2%), but that comes after a brutal stretch with the share price down about 5.6% over 30 days, roughly 73% year to date, and more than 86% over five years. Much of the recent share price weakness has been tied to ongoing concerns about the crop protection cycle, high channel...

In recent days, Mosaic has been in focus as geopolitical tensions raised fears of fertilizer supply disruptions, while the company advanced its mine sales, phosphate improvement program, and a US$900 million senior notes issuance alongside a US$0.22 per-share dividend for shareholders of record on 4 December. These developments highlight how Mosaic is balancing heightened sector supply risks with efforts to strengthen its balance sheet and streamline its core phosphate and potash...

Comcast has completed a network expansion reaching nearly 22,000 additional homes and businesses in Litchfield County, while also rolling out new all-in Xfinity video plans, integrating Amazon’s Luna cloud gaming on Xfinity devices, and preparing to spin off its cable TV networks and digital platforms into a separate company, Versant Media Group. Together, these moves show Comcast reshaping its business mix toward broadband, bundled connectivity, and digital partnerships, while structurally...

Fortinet (FTNT) is back in the spotlight after Climb announced a new distribution partnership that plugs Fortinet’s enterprise security stack directly into Climb’s reseller network across industries. See our latest analysis for Fortinet. The timing of this Climb deal comes as Fortinet’s share price, now around $82.22, has struggled in the near term with a negative year to date share price return. Even though the three year total shareholder return above 60 percent still signals solid long run...

Applied Digital (APLD) has quietly become one of the bigger AI-infrastructure stories in the market, with the stock up almost 200% this year despite a sharp pullback this week. See our latest analysis for Applied Digital. The 1 year total shareholder return of 129.57% and year to date share price return of 194.62% show that, even after this week’s 17.52% one day share price drop and 28.43% 7 day share price decline, longer term momentum is still very much intact. The 90 day share price return...

QXO (QXO) is back in the spotlight after Brad Jacobs said he will step down from his chairman roles at XPO and GXO to focus fully on scaling QXO into a major building products distributor. See our latest analysis for QXO. Despite a modest 1 day share price dip and recent choppiness in roofing demand, QXO’s 1 month share price return of 21.91 percent and 1 year total shareholder return of 25.65 percent suggest momentum is building as investors buy into Jacobs strategic pivot. If this kind of...

ResMed (RMD) just secured FDA clearance for its AI driven Smart Comfort feature, a personalized CPAP comfort system built on over 100 million nights of sleep data, and investors are weighing what this means for long term growth. See our latest analysis for ResMed. ResMed’s latest Smart Comfort milestone lands while the stock trades at $253.07 and posts a resilient year to date share price return of 10.76 percent alongside a three year total shareholder return of 24.42 percent, suggesting...

Darden Restaurants (DRI) is back on investors radar after topping expectations again, with steady same store sales growth above 3% and double digit earnings gains supporting a calm and upbeat tone ahead of its next report. See our latest analysis for Darden Restaurants. The stock has quietly regained some momentum, with a 1 month share price return of 7.25% after a tougher 3 month patch, while a 1 year total shareholder return of 14.63% shows longer term holders still comfortably ahead. If...

Considering whether XPeng remains a smart way to gain exposure to the EV story, or whether the recent run makes it too risky at today's price. The stock is down 7.5% over the last week and 24.1% over the last month, but it is still up 64.4% year to date and 53.3% over the last year, reminding investors how quickly sentiment around this name can swing. Recent headlines have focused on XPeng’s push to scale its smart EV lineup and deepen technology partnerships, as it tries to stand out in an...

Earlier this month, Deutsche Bank downgraded Freshpet from Buy to Hold, citing consumer packaged goods sector volatility and concerns about 2026 profitability and efficiency, while Freshpet’s board approved a 2025 retention grant of Restricted Stock Units for COO Nicola Baty to offset reduced valuation of her initial equity package. Together, the cautious analyst stance and targeted leadership retention plan highlight how Freshpet is balancing sector headwinds with efforts to keep management...

Costco Wholesale (COST) has slipped about 4% over the past month and 7% in the past 3 months, a cooling period that has some long term holders double checking what they actually own here. See our latest analysis for Costco Wholesale. Zooming out, Costco’s 1 year total shareholder return of around negative 10% looks soft next to its triple digit 3 year total shareholder return. This suggests momentum has cooled as investors reassess how much to pay for its steady growth. If Costco’s pause has...

Nucor Corporation has announced that CFO and Executive Vice President Stephen D. Laxton will become President and Chief Operating Officer on January 1, 2026, while the board also approved an increase in the regular quarterly cash dividend to US$0.56 per share payable on February 11, 2026. The leadership transition, coupled with a higher dividend, highlights Nucor’s focus on succession planning and returning more cash to shareholders as it invests in new steel capacity for emerging demand...

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...