U.S. Building Stock News

NasdaqGS:CSCO
NasdaqGS:CSCOCommunications

Is Cisco Systems (CSCO) Expensive On $1b In AI Orders And Quantum Partnerships?

Cisco Systems (CSCO) has drawn fresh attention after reporting more than US$1b in AI infrastructure orders from major web scale customers, alongside new partnerships in quantum secure networking and AI powered contact center operations. See our latest analysis for Cisco Systems. At a share price of US$112.18, Cisco Systems has given investors a 24.92% 90 day share price return and a 67.99% 1 year total shareholder return, suggesting momentum has been building as AI and quantum related...
NasdaqGS:INTU
NasdaqGS:INTUSoftware

Is Intuit (INTU) Stock Cheap After Its 62% Slide?

Intuit stock has had a tough stretch, with the price well below where it was a year ago, yet the current valuation checks suggest the shares may now be screening on the cheap side rather than clearly overpriced. Over the past 1 year, Intuit has declined 61.8%, which puts recent returns sharply out of step with the longer term expectations some investors still have for the business. Legal scrutiny around the TurboTax-related securities fraud class actions may weigh on sentiment, while...
NasdaqCM:CELH
NasdaqCM:CELHBeverage

Does Celsius (CELH) Refinancing Hint at a New Phase in Its Growth-Focused Capital Strategy?

On July 15, 2026, Celsius Holdings and its subsidiaries refinanced their credit agreement, replacing a US$700.00 million term loan with a new US$694.75 million term loan at a 0.25% lower interest rate, with the potential for a further 0.25% reduction if certain credit ratings are achieved, while leaving the US$100.00 million revolving facility unchanged and incurring no prepayment penalties. This refinancing slightly lowers Celsius’s borrowing costs and may modestly improve interest expense...
NYSE:MTZ
NYSE:MTZConstruction

Is MasTec (MTZ) Stock A Bargain Or Already Fully Priced?

After a 5 year run that has seen MasTec stock return about 254.4%, the current US$351.40 share price now sits in an awkward middle ground where the Discounted Cash Flow (DCF) intrinsic value estimate looks broadly in line, while earnings based multiples point to a richer valuation and the broader checks do not flag a clear bargain. Over 5 years, MasTec has delivered a total return of roughly 254.4%. This puts the focus squarely on whether the business fundamentals can justify that kind of...
NYSE:TRN
NYSE:TRNMachinery

Trinity Industries (TRN) Rides Railcar Demand Narrative As Shares Hover Near Fair Value

Trinity Industries stock: recent performance snapshot Trinity Industries (TRN) has drawn investor attention after a solid run in recent months, with the stock last closing at $36.92 and showing gains over the past week, month, and past 3 months. The railcar leasing and manufacturing company, which reports revenue of $2,063.5 and net income of $262.3 and carries a value score of 3, provides investors with several data points to weigh against the recent share price strength. See our latest...
NYSE:MDT
NYSE:MDTMedical Equipment

Medtronic (MDT) Stock Looks Reasonable Despite Its 26% Five Year Decline

Medtronic stock has delivered a decline of 26.0% over the past five years, yet its current checks point to a picture that is broadly in line with the intrinsic value estimate from a Discounted Cash Flow (DCF) model and an earnings multiple that screens as undervalued. Over a 5 year window, Medtronic has fallen 26.0%, which puts more focus on whether the current price reflects a reset in expectations rather than clear upside. Recent moves, including the SPR Therapeutics acquisition and...
NYSE:CHD
NYSE:CHDHousehold Products

3 Consumer Staples Stocks Built For Inflation And Higher Interest Rates

With New Zealand inflation running at 1.5% for the June quarter and 4.1% year over year, many investors are rethinking how their portfolios might cope if the RBNZ lifts interest rates sooner or more sharply. Defensive consumer staples can look relatively appealing when borrowing costs rise and household budgets tighten, because they focus on everyday essentials. This article focuses on three stocks from a Defensive Consumer Staples Stocks screener that appear positively exposed to these...
NYSE:PWR
NYSE:PWRConstruction

Quanta Services (PWR) Nears Earnings, Is It Still 10% Undervalued?

Upcoming earnings put Quanta Services in focus Quanta Services (PWR) heads into its July 30 earnings release with the stock recently closing at $639.20, while consensus points to higher quarterly earnings per share and revenue compared with the same period last year. See our latest analysis for Quanta Services. Quanta Services’ share price has pulled back over the past month, with a 1‑month share price return of down 8.98%. However, the year‑to‑date share price return of 45.38% and 1‑year...
NYSE:LEVI
NYSE:LEVILuxury

Levi Strauss (LEVI) Lifted Guidance And Raised Its Dividend, Is It Still Trading At A Discount?

Why Levi Strauss Stock Is Back in Focus Levi Strauss (LEVI) moved back onto investor radar after reporting higher second quarter and first half earnings and revenue, while also raising full year revenue guidance and lifting its quarterly dividend by 14%. See our latest analysis for Levi Strauss. Levi Strauss shares have been gaining ground, with a 7.62% 90 day share price return and 17.96% year to date share price return, while the 3 year total shareholder return of 87.95% points to momentum...
NYSE:MTUS
NYSE:MTUSMetals and Mining

3 US Industrial Stocks Gaining From Aluminium Reshoring Plans

Reshoring is moving from political slogan to hard capital spending, and aluminium is suddenly in the spotlight. With the US administration offering tariff relief on qualifying raw aluminium imports for companies that commit to domestic smelting projects, investors are asking which stocks could stand to benefit most from this policy shift. The focus is not just on metals, but on the broader network of businesses tied to defense supply chains and critical infrastructure. This article walks...
NasdaqGM:MAZE
NasdaqGM:MAZEPharmaceuticals

3 Valuation Signals For Maze Therapeutics (MAZE) As Shares Close At $29.30

Maze Therapeutics (MAZE), a clinical stage biopharmaceutical company, has drawn investor attention after recent trading. The stock last closed at $29.30 and has shown mixed returns over the past week and month. See our latest analysis for Maze Therapeutics. Looking beyond the latest move to $29.30, Maze Therapeutics has seen a 14.10% 1 month share price return and a 10.57% 3 month share price return, while its year to date share price return is down 26.33% and the 1 year total shareholder...
NYSE:AMC
NYSE:AMCEntertainment

AMC (AMC) Stock Faces Ongoing Losses As Narrower Q2 Deficit Tests Bullish Narratives

AMC Entertainment Holdings (AMC) opened Q2 2026 with revenue of US$1.6 billion and a loss of US$11.4 million, translating to basic EPS of a US$0.02 loss, providing a clear snapshot of where the business stands coming out of the latest quarter. The company reported quarterly revenue of US$1.40 billion in Q2 2025 and US$1.60 billion in Q2 2026, while quarterly basic EPS moved from a US$0.01 loss to a US$0.02 loss, which keeps the focus on how efficiently the larger top line is translating into...
NasdaqGS:LSCC
NasdaqGS:LSCCSemiconductor

Did Earnings Beat and Post-Quantum Award Just Shift Lattice Semiconductor's (LSCC) Investment Narrative?

In recent weeks, Lattice Semiconductor reported a strong first quarter with revenue and EPS growth surpassing analyst expectations, while its MachXO5-NX TDQ FPGA family earned a Gold Globee® award for first-to-market innovation in post-quantum security. Analysts have since raised earnings estimates and upgraded the stock’s rating, suggesting that Lattice’s innovation in secure, low-power FPGAs is reshaping perceptions of its long-term business strength. Now we’ll examine how this earnings...
NYSE:S
NYSE:SSoftware

AI Stocks To Watch With Datadog Atlassian And SentinelOne In Focus

Artificial intelligence is sitting at the center of market attention, as energy driven inflation risks, tight central bank policy and shifting trade patterns keep pressure on traditional growth stories. While oil prices, bond yields and tariff headlines move daily, AI related spending on chips, software, cloud and large language models is still a key focus for many companies and investors. This article uses an AI Stocks screener that targets businesses directly tied to the ChatGPT and broader...
NYSE:DKL
NYSE:DKLOil and Gas

Delek Logistics Partners (DKL) Stock Looks Fully Valued After A 113% Run

Delek Logistics Partners stock has delivered strong returns over the past several years, yet the current market pricing screens as expensive on key valuation checks, leaving investors weighing a solid track record against a relatively full valuation. Over the last 5 years, Delek Logistics Partners has returned 113.2%, which puts more pressure on today’s buyers to justify the higher entry price. Future cash flow resilience and the partnership’s ability to fund its capital needs efficiently...
NasdaqGS:ANDE
NasdaqGS:ANDEConsumer Retailing

Andersons (ANDE) Stock Looks Below Fair Value On Earnings Alone

Andersons stock has delivered a very strong 226.3% total return over the past five years, yet the current valuation checks point to a mixed picture rather than a clear bargain or clear overvaluation at the recent price of US$77.85. A 226.3% return over five years indicates that long term holders in Andersons have been strongly rewarded, which raises the bar for new buyers assessing what is already priced in. For Andersons, the key support for valuation is whether the business can keep...
NYSE:VMI
NYSE:VMIConstruction

Valmont Industries (VMI) Stock Sees Margins Reach 11.3% Challenging Cautious Earnings Narratives

Valmont Industries (VMI) has reported another solid quarter, with Q2 2026 revenue of US$1.1 billion and basic EPS of US$6.19 supported by net income of US$119.9 million, set against trailing 12 month EPS of US$24.54 on revenue of US$4.2 billion. The company’s revenue increased from US$1.0 billion in Q1 2026 to US$1.1 billion in Q2 2026, while basic EPS rose from US$5.55 over the same period. This gives investors a fresh look at how recent earnings momentum is feeding into margins. See our...
NasdaqGS:KRYS
NasdaqGS:KRYSBiotechs

Is Krystal Biotech (KRYS) Overvalued On Its KB801 Patent Data Update?

Why KB801’s Patent Filing Matters For Krystal Biotech Stock Krystal Biotech (KRYS) recently filed a response with the U.S. Patent and Trademark Office for KB801, sharing previously undisclosed single patient data on corneal defect closure from a discontinued neurotrophic keratitis study. The company stressed that this observation comes from one patient and is not a substitute for clinical trial results. However, the disclosure offers investors a clearer view of how KB801 is progressing toward...
NYSE:DHT
NYSE:DHTOil and Gas

How DHT’s Three-Year Glencore VLCC Charter Has Changed Its Investment Story At DHT Holdings (DHT)

DHT Holdings recently secured a three-year time charter for one of its very large crude carriers with commodities major Glencore, underscoring sustained demand for its VLCC capacity in the period market. This long-duration contract not only supports operational planning and fleet employment but also enhances visibility on vessel utilization and forward revenue for the tanker owner. We’ll now examine how this multi-year Glencore VLCC charter interacts with DHT’s existing investment narrative...
NasdaqGM:AIP
NasdaqGM:AIPSoftware

Arteris (AIP) Could Be 10% Undervalued As Arm Partnership Lifts Security Story

Arteris (AIP) is back in focus after announcing an expanded partnership with Arm that embeds its Cycuity Radix hardware security tools more deeply into Arm’s next-generation CPU development flow. See our latest analysis for Arteris. The Arm partnership news comes after a sharp 11.54% 1 day share price return, even though the 30 day share price return is down 22.42%. At the same time, the 1 year total shareholder return of 262.50% and 3 year total shareholder return of about 3.7x highlight how...
NasdaqGM:ADMA
NasdaqGM:ADMABiotechs

3 U.S. Drug Manufacturing Stocks Investors Are Watching As Tariffs Rise

Tariffs on imported generic drugs are set to rise sharply over the next few years, and that kind of policy shock rarely stays contained to one corner of the market. For investors, the question is which U.S. pharmaceutical and biotech manufacturing stocks might stand to benefit if production shifts closer to home, and which could face new pressures through supply chain or pricing risks. This article looks at how the new tariff path could affect larger domestic drug manufacturers and contract...
NasdaqGS:CRTO
NasdaqGS:CRTOMedia

Is Criteo (CRTO) Still Below Fair Value Following Its Recent Share Price Rebound?

Criteo (NasdaqGS:CRTO) has drawn fresh investor attention after its recent share performance, with the stock up about 24% over the past month and roughly 11% over the past 3 months. See our latest analysis for Criteo. Despite the recent 23.68% 1 month share price return and 11.36% 3 month share price return, Criteo’s longer term picture is more mixed, with the 1 year total shareholder return declining 7.07%. This suggests improving near term momentum following weaker multi year...
NYSE:GS
NYSE:GSCapital Markets

Goldman Sachs (GS) Says Hedge Funds Are Selling US Tech Stocks At A Record Pace

Goldman Sachs Group's Prime Services reports record hedge fund selling of US technology stocks over the past two months. The selling marks the fastest pullback from the sector since the desk began tracking this data. The data highlights a rapid shift in institutional positioning toward US tech exposure. Goldman Sachs Group, NYSE:GS, is putting fresh numbers around how quickly hedge funds are stepping back from US tech stocks. Its Prime Services desk reports record selling over the past two...
NasdaqGS:JBLU
NasdaqGS:JBLUAirlines

JetBlue (JBLU) Stock May Be Undervalued Despite A 64% Slump

JetBlue Airways stock has delivered a steep 64.2% decline over the past five years, yet on current valuation checks it still screens as cheap. This raises a clear question about whether the market is pricing in too much pessimism or the valuation metrics are missing key risks. The share price performance over five years, with a drop of 64.2%, suggests investors who held through this period have faced heavy capital losses that now frame how any apparent discount is viewed. Recent moves to...