U.S. Construction Stock News

Borr Drilling (NYSE:BORR) has agreed to acquire five premium jack-up rigs in Mexico through a new 50/50 joint venture with its long-term partner. The deal uses seller’s credit and a shared ownership structure, and is framed as a meaningful expansion of the company’s fleet in the Mexican offshore drilling market. The transaction introduces a mix of rig designs and increases the company’s exposure to regional activity, while using a different approach to financing future growth. Borr Drilling...

Obicetrapib data presentations set to spotlight NewAmsterdam Pharma NewAmsterdam Pharma (NAMS) is drawing attention after announcing multiple data presentations for its oral CETP inhibitor obicetrapib at ACC.26, covering efficacy, kidney function, pooled Phase 3 safety, and LDL particle related cardiovascular outcomes. See our latest analysis for NewAmsterdam Pharma. NewAmsterdam Pharma’s share price has pulled back recently, with a 30 day share price return of 13.22% decline and a year to...

In March 2026, Atour Lifestyle Holdings reported past fourth-quarter 2025 revenue of CNY 2,787.83 million and net income of CNY 480.34 million, alongside full-year 2025 revenue of CNY 9,790.16 million and net income of CNY 1,620.99 million, while completing a US$46.00 million buyback of 1,250,987 shares. The company also issued guidance for 2026 calling for total net revenue growth of 20% to 24% versus 2025, highlighting management’s confidence in its expansion and earnings profile. Against...

Sidus Space (SIDU) is in focus as investors watch two near term events: its March 31, 2026 fourth quarter and full year 2025 earnings call, and its recent CFO presentation at the SATELLITE 2026 conference. See our latest analysis for Sidus Space. At a share price of $2.70, Sidus Space has seen a 30 day share price return of 28.57% and a 90 day share price return of 39.90%. However, its year to date share price return is a 37.64% decline and the 3 year total shareholder return is a 94.94%...

Wondering if ONE Gas at around US$85.79 is priced for opportunity or already fully valued? This article walks through the key signals that matter for you. The stock has delivered a 10.8% return year to date and 20.4% over the last year, which sits against a modest 0.5% move over the past month and a 0.4% decline over the last week. Recent coverage has focused on ONE Gas as a regulated gas utility, highlighting its role in providing essential services and the way investors often look to such...

Investors may be wondering whether Protagonist Therapeutics at around US$102 still offers value, or if most of the opportunity is already priced in. The stock has posted returns of 0.5% over the last 7 days, 16.9% over the last 30 days, 17.2% year to date and 106.7% over the last year. This naturally raises questions about how much of the story is already reflected in the share price. Recent news flow around Protagonist Therapeutics has focused on its progress as a biotech name and how the...

Why the Aurora Networks partnership is drawing attention Aurora Networks, a Vistance Networks (VISN) business, is partnering with HUBER+SUHNER to deploy a next generation Remote PHY solution for Vodafone Germany. The collaboration supports multi gigabit service and wider cable network expansion. See our latest analysis for Vistance Networks. The partnership news comes as Vistance Networks trades at $18.31, with a 7 day share price return of 2.69% and a one year total shareholder return of...

Earlier this week, EnerSys announced it will close its legacy lead-acid battery plant in Tijuana, Mexico, shifting most production to its advanced Thin Plate Pure Lead facility in Springfield, Missouri, a move expected to incur about US$37.00 million in pre-tax charges and target roughly US$20.00 million in annual pre-tax benefits from fiscal 2028. The decision highlights EnerSys’ push to concentrate manufacturing in higher-technology, U.S.-based operations while managing restructuring...

What triggered fresh attention on PG&E stock? PG&E (PCG) is back on investors’ radar after UBS and JPMorgan issued upbeat research views tied to wildfire policy changes, potential legislation focused on liability, and the company’s recent wildfire prevention track record. See our latest analysis for PG&E. The recent analyst upgrades and regulatory updates around dam safety and emergency planning come after a mixed price pattern, with a 10.15% 90 day share price return and a 52.79% five year...

Recently, Leidos’ QTC Health Services expanded its use of mobile clinics, telehealth, and AI-enabled tools to improve healthcare access for rural U.S. communities, while analysts highlighted upcoming quarterly earnings expectations and evolving short‑term business trends. At the same time, Leidos’ growing backlog, efficiency gains, and share repurchases point to a business model increasingly oriented around technology-driven services and long-term contract visibility. We'll now examine how...

A. O. Smith (AOS) is back on investors’ radar after recent trading left the shares with mixed short term performance, including a 1 day decline and a gain over the past week. See our latest analysis for A. O. Smith. The recent 1 day share price decline of 1.93% and 30 day share price return of negative 15.01% sit against a more muted 1 year total shareholder return of 0.08%. This suggests that shorter term momentum has faded even as longer term outcomes have been relatively flat. If you are...

Visa (NYSE:V) introduced an Enhanced Subscription Manager, built with partner Pinwheel, to let consumers manage and cancel recurring payments directly inside their banking apps. The new service gives users tools to review, switch, and stop subscription charges without leaving their primary banking interface. Visa is positioning this feature as a way for issuers to deepen engagement while helping reduce unwanted charges and potential disputes tied to recurring billing. For Visa,...

Vistra (VST) has filed a formal protest at the Federal Energy Regulatory Commission, arguing that PJM Interconnection’s latest compliance plan on co located facilities could delay critical digital infrastructure and affect resource adequacy. See our latest analysis for Vistra. Vistra’s recent protest comes after a period where the share price has pulled back, with a 7 day share price return of 9% and a 30 day share price return of 11.26%. The latest close sits at US$152.30 and the 1 year...

Wondering if Hamilton Lane at around US$97.53 is starting to look interesting on value, or if the market is still pricing in too much optimism. The stock is down 3.4% over the past week, 4.1% over the past month and has fallen 28.6% year to date and 34.2% over the last year, even though the 3 year and 5 year returns sit at 43.7% and 16.9% respectively. Recent headlines have focused on Hamilton Lane's role in private markets and its position in the broader capital markets space. This helps...

Enphase Energy, Inc. recently introduced its AI‑driven IQ® Energy Management platform for Australia and New Zealand, integrating with Enphase solar and IQ® Battery systems to manage variable electricity rates and select third‑party electric water heaters and EV chargers through the Enphase App. This launch highlights Enphase’s push to deepen its software and energy management capabilities, potentially making its residential systems more useful in highly electrified markets. Next, we’ll...

What recent conferences and commentary signal for L3Harris Technologies (LHX) L3Harris Technologies (LHX) has been in focus after management discussed long term targets at recent industry conferences, followed by upbeat views from large Wall Street firms that appear to have supported sentiment around the stock. At the JPMorgan Industrials Conference in March, Senior VP, CFO and Missile Solutions President Kenneth L. Bedingfield outlined the company story for institutional investors, with...

What Amgen’s Recent Share Moves Signal for Investors Amgen (AMGN) has seen mixed recent returns, with gains over the past year but a decline over the past month. This performance is prompting investors to reassess how the current share price lines up with fundamentals. See our latest analysis for Amgen. Recent trading has been choppy, with a 7.76% 1 month share price decline. However, the 90 day share price return of 6.08% and 1 year total shareholder return of 19.12% point to momentum that...

T-Mobile US (NasdaqGS:TMUS) announced a new collaboration with McGraw Hill to support 5G powered learning solutions for school districts, targeting rural and underconnected communities. The company also disclosed a partnership with Infobip that integrates T-Mobile network APIs into enterprise platforms to strengthen corporate security and communications. These alliances extend T-Mobile's reach into education technology and enterprise security beyond its core mobile services. T-Mobile US,...

Hyatt Hotels Corporation recently appointed longtime hospitality executive Julienne Smith as its new head of Americas growth, tasking her with advancing brand expansion and deepening relationships with owners and developers across the region. This leadership change places an experienced dealmaker at the center of Hyatt’s growth engine, potentially influencing how quickly and effectively its development pipeline across the Americas is executed. We’ll now examine how Smith’s appointment to...

Hecla Mining has completed the sale of its subsidiary that owns the Casa Berardi Mine to Orezone Gold and, on March 25, 2026, announced a notice of full redemption for its remaining US$263 million 7.25% Senior Notes due 2028, scheduled to be repaid at par plus accrued interest on April 9, 2026. By using cash proceeds from the Casa Berardi sale and cash on hand to retire these notes, Hecla is reducing debt and reshaping its portfolio toward what it describes as core, higher-priority silver...

If you are wondering whether Churchill Downs at around US$87.57 is a bargain or a value trap, you are in the right place for a closer look at what that price might really represent. The stock has recently shown mixed momentum, with a 4.6% gain over the last 7 days contrasting with an 8.9% decline over 30 days and a 21.0% drop over the past year. Recent coverage of Churchill Downs has focused on its role as a long established name in racing and gaming, and ongoing interest in how its assets...

UiPath (PATH) has just rolled out a broad set of agentic AI products spanning finance, retail, manufacturing, and financial services, giving investors fresh information on how its automation platform is being built into core enterprise workflows. See our latest analysis for UiPath. These launches come after a tough few months for the stock, with a 34.44% 3 month share price return and a 30.48% year to date share price return, even though the 1 year total shareholder return is slightly...

If you are wondering whether Banc of California is attractively priced or not, the next few sections will walk through what the current share price might be implying about value. The stock last closed at US$17.35, with a 1 year return of 22.8% but a 10.8% decline year to date and a 9.6% decline over the last 30 days. These shifts can change how investors think about both upside and risk. Recent headlines around Banc of California have focused on the bank's positioning and broader sentiment...

Costco Wholesale (NasdaqGS:COST) is opening its first standalone, member only gas station, separate from a warehouse location. The company is reshaping its Kirkland Signature private label by increasing domestic sourcing to address tariff related cost pressures. Costco is also launching a Kirkland branded energy drink, targeting a lower price point than many national and in store brands. Costco operates a membership based warehouse model that relies heavily on value pricing and high member...