U.S. Building Stock News

Morgan Stanley’s Carlos De Alba just downgraded Southern Copper (SCCO) to Sell, while insider sentiment has turned negative with more executives cashing out, and that mix is forcing investors to reassess the stock’s run. See our latest analysis for Southern Copper. That call comes after a strong run, with Southern Copper’s share price climbing to $141.45 and delivering a roughly 59% year to date share price return. Its 1 year total shareholder return of about 62% and 3 year total shareholder...

Earlier in December 2025, IREN Limited raised about US$2.30 billion through low‑coupon convertible senior notes and US$1.63 billion via a follow‑on equity offering, using part of the proceeds to refinance existing convertibles and reserve over US$2.07 billion for general corporate purposes and working capital. This funding push, tied to IREN’s multi‑year US$9.70 billion AI cloud contract with Microsoft and massive GPU expansion plans, sharply increases both its growth capacity and investors’...

BellRing Brands (BRBR) has quietly drifted lower this year, even as revenue and net income keep growing at mid single digit rates. That disconnect between fundamentals and share price is where things get interesting for investors. See our latest analysis for BellRing Brands. Despite that growth, the share price has been under pressure, with a sharp year to date share price loss and a similarly weak 1 year total shareholder return suggesting momentum has clearly faded as investors reassess how...

Recently, reports emerged that Google is testing homes-for-sale listings directly in its search results, raising questions about the long-term resilience of CoStar Group’s Homes.com-focused growth strategy amid ongoing legal disputes. At the same time, CoStar’s own analytics highlighted Charlotte as the top-performing large U.S. retail market in 2025, underscoring the company’s influence in shaping how investors and occupiers understand local property trends. We’ll now examine how the threat...

AGNC Investment (AGNC) just expanded its board and brought in former Voya Investment Management CEO Christine Hurtsellers, while reaffirming both common and preferred dividends. This combination puts governance and income stability in sharper focus. See our latest analysis for AGNC Investment. Those moves land against a backdrop of improving sentiment, with the 12.50% year to date share price return and a 30.23% one year total shareholder return suggesting that momentum in AGNC’s income...

Caliber’s decision to tap StoneX Group (SNEX) as an institutional platform for its Digital Asset Treasury strategy puts a fresh spotlight on StoneX’s Prime offering and its role in institutional grade crypto infrastructure. See our latest analysis for StoneX Group. The partnership news lands while the share price sits at $95.73 after a modest pullback this week, but that comes on top of a strong year to date share price return of over 40 percent and a standout multi year total shareholder...

In recent days, Citigroup Inc. has issued several fixed‑income securities totaling more than US$216 million, advanced its Banamex exit by selling a 25% stake to Mexican investor Fernando Chico Pardo, and won a UK court ruling that blocked a very large foreign‑exchange lawsuit alongside other major banks. Together with fresh analyst upgrades and commentary that its multi‑year restructuring is about two‑thirds complete, these moves reinforce investors’ perception that Citigroup’s...

Twist Bioscience (TWST) just rolled out research grade Plasmid DNA Preps aimed squarely at pre clinical pharma and biotech workflows, a targeted move that could deepen its role in nucleic acid therapeutics discovery. See our latest analysis for Twist Bioscience. The launch of plasmid DNA preps and Twist’s upcoming presence at the Antibody Engineering and Therapeutics conference come as momentum starts to rebuild, with a 30 day share price return of 23.6 percent but a still negative one year...

Federal Signal (FSS) is drawing fresh attention after new data underscored its strong revenue trajectory and an expected pickup in demand, with earnings growth continuing to outpace sales and support the recent share price strength. See our latest analysis for Federal Signal. At a latest share price of $109.55, Federal Signal has eased off its recent highs after a softer 90 day share price return. That comes on top of an 18.75% year to date share price return and a 5 year total shareholder...

Yelp (YELP) has been drifting a bit this year, and that uneven stock performance is exactly why some investors are taking a second look at the business behind the app. See our latest analysis for Yelp. Recent trading tells a more nuanced story, with a 12.5% 1 month share price return offering a short term rebound. However, the 1 year total shareholder return of negative 18.6% signals fading momentum despite still respectable three and five year gains. If Yelp has you rethinking your...

Unum Group (UNM) just rolled out a new share repurchase plan of up to $1 billion, a strong signal about how management views the stock, even as short interest has recently ticked higher. See our latest analysis for Unum Group. That confidence backed by the $1 billion buyback comes on top of a steady climb, with the share price at $77.91 and a solid year to date share price return. The three year and five year total shareholder returns suggest long term momentum is very much intact. If this...

Bitdeer Technologies Group recently reported unaudited operating results for November 2025, showing total hash rate under management of 60.3 EH/s, 264,000 mining rigs under management, and 526 bitcoins mined from self-mining, all sharply higher than a year earlier. The scale of this operational expansion effectively triples Bitdeer’s managed hash rate year-on-year, underscoring how rapidly its mining footprint has grown. Next, we’ll examine how this rapid hash rate expansion and higher...

Lowe's recently reported a strong quarter, with revenues rising 3.2% year on year, full-year revenue guidance topping expectations, and continued positive comparable sales, alongside closing its acquisition of Foundation Building Materials (FBM) to deepen its presence with professional customers. This combination of better-than-expected guidance and a completed deal targeting the Pro contractor segment highlights Lowe's focus on expanding higher-value, more resilient revenue streams. Now...

UBS came away more constructive on Exponent (EXPO) after recent management meetings, highlighting improving demand for its proactive Consumer Electronics work and a planned build out of full time staff that could support stronger 2026 revenue. See our latest analysis for Exponent. That brighter narrative contrasts with a tougher stretch for investors, with the share price at $73.69 and a year to date share price return of minus 16.2 percent and a one year total shareholder return of minus...

TransUnion (TRU) just rolled out a major upgrade to its Device Risk fraud platform, leaning heavily into adaptive machine learning and cross session device identification at a time when fraud is quietly eroding corporate margins. See our latest analysis for TransUnion. The latest Device Risk upgrade lands at an interesting moment, with TransUnion’s share price at $84.75 after a 1 month share price return of 5.71% but a weaker year to date share price return of 7.73%. At the same time, the 3...

PG&E (PCG) has quietly outperformed the broader utilities space over the past week, with the stock up about 6%, even as its year to date return still sits sharply negative. See our latest analysis for PG&E. That recent pop in the share price, now around $15.68, has only partly clawed back a weak year to date share price return. The one year total shareholder return also remains negative, so momentum still looks more like a tentative rebound than a full trend shift. If PG&E has you rethinking...

We wouldn't blame Dolby Laboratories, Inc. ( NYSE:DLB ) shareholders if they were a little worried about the fact that...

PENN Entertainment recently faced a patent infringement lawsuit from Single Action Bet Tech over alleged unauthorized use of single-action betting technology in its Hollywood Casino digital products, while also moving ahead with plans to introduce Jackpot Digital’s dealerless poker tables at its Mississippi properties following Jackpot’s licensing earlier this year. These developments highlight both PENN’s push to expand its digital and technology-enabled gaming offerings and the legal and...

Eli Lilly recently reported strong Phase 3 results for its next-generation obesity drugs, including the oral GLP‑1 pill orforglipron for weight maintenance and the triple‑agonist retatrutide for weight loss and knee osteoarthritis, while also expanding manufacturing capacity and advancing oncology assets like Inluriyo and Jaypirca. Together, these updates underline Lilly’s attempt to build a broad obesity and specialty medicine franchise that spans injectable and oral treatments, long-term...

Graphic Packaging Holding (GPK) has investors on alert after a one two punch of mixed quarterly results and a CEO transition, with long time leader Michael Doss set to hand the reins to Robbert Rietbroek. See our latest analysis for Graphic Packaging Holding. The leadership handover lands against a tough backdrop, with the latest share price at $15.53 and a steep year to date share price return of minus 42.01 percent. The five year total shareholder return is barely positive, signaling fading...

Earlier this month, Capricor Therapeutics announced positive topline Phase 3 HOPE-3 results for Deramiocel in Duchenne muscular dystrophy, alongside a planned patient-focused webinar and an exclusive commercialization and distribution agreement with Nippon Shinyaku for the US and Japan, all subject to regulatory approval. This combination of late-stage clinical success, regulatory engagement and a partnered commercialization path could be pivotal for Capricor’s transition from a...

Winnebago Industries (WGO) just got a confidence boost, with its premium RV brands racking up fresh awards for 2026 models and bullish commentary nudging the stock higher ahead of the next earnings update. See our latest analysis for Winnebago Industries. That optimism is showing up in the numbers, with the latest RV awards, a fresh dividend affirmation and a board leadership refresh coinciding with a roughly 26% 1 month share price return. However, the 1 year total shareholder return remains...

Earlier in December 2025, AAON reported third-quarter results that exceeded its own revenue and earnings guidance, raised its full-year outlook on strong data center demand, and disclosed that Executive Vice President Stephen E Wakefield bought additional company stock worth about US$484,400. These developments, alongside a leadership promotion effective January 1, 2026 and a scheduled cash dividend, highlight both management’s confidence and AAON’s growing focus on high-demand end markets...

VinFast Auto (VFS) just flipped the switch on its first Southeast Asian factory outside Vietnam, a new EV plant in Subang, Indonesia, that anchors local production and after sales support for the domestic market. See our latest analysis for VinFast Auto. Even with the Indonesia plant signaling serious global ambitions, VinFast’s 1 year total shareholder return of about minus 16 percent and 3 year total shareholder return near minus 66 percent show long term holders are still waiting for...