U.S. Construction Stock News

RH, the luxury home furnishings retailer, just posted higher third quarter revenue and earnings, but the story has quickly shifted as big options players position bearishly, hinting at choppier trading ahead. See our latest analysis for RH. That backdrop helps explain why, even with improving revenue and earnings, RH’s 30 day share price return of 22.41% looks more like a relief rally within a longer losing streak. The year to date share price return of negative 53.69% and one year total...

Essent Group stock: recent move and what is driving it Essent Group (ESNT) shares have quietly climbed about 5% over the past month, adding to strong year to date gains. That upside has investors asking whether the mortgage insurer’s fundamentals still justify fresh buying. See our latest analysis for Essent Group. Zooming out, that steady 30 day share price return of about 5% sits on top of a roughly 21% year to date share price gain and an impressive three year total shareholder return of...

Alkami Technology (ALKT) just landed on activist radar, with Jana Partners disclosing a new stake and openly urging the company to explore a sale. The firm argues that Alkami’s growth and sticky customer base are underappreciated. See our latest analysis for Alkami Technology. The activist interest lands after a tough stretch, with Alkami’s share price down sharply on a year to date basis and the 1 year total shareholder return also in negative territory. However, the 3 year total shareholder...

ABM Industries recently reported past fourth-quarter and full-year 2025 results showing higher sales and a swing back to profitability, while also issuing 2026 guidance that includes 3%–4% organic revenue growth plus an extra point from its pending WGNSTAR acquisition. The company paired these updates with a 9% dividend increase to US$0.29 per share and the completion of a multi-year buyback that retired 14.85% of shares, underscoring management’s focus on returning cash to shareholders...

In December 2025, The Andersons, Inc. increased its first-quarter 2026 cash dividend to US$0.20 per share, payable on January 23, 2026 to shareholders of record on January 2, 2026, up from US$0.195 in the prior quarter. The simultaneous dividend raise and long-term plan targeting a US$7.00 run-rate earnings per share exiting 2028 highlight management’s confidence in Andersons’ balance sheet resilience and earnings potential. We’ll now examine how Andersons’ higher dividend and ambitious 2028...

Southwest Airlines (LUV) is in the middle of a strategy reboot, from adding bag fees and assigned seating to striking a new transatlantic partnership with Turkish Airlines, and investors are taking notice. See our latest analysis for Southwest Airlines. Those shifts are already showing up in the tape, with a roughly 25% year to date share price return and a three year total shareholder return of about 38%. This signals that investors see the model reset and new partnerships as a genuine...

Welltower (WELL) has quietly become one of the strongest performers in healthcare real estate, with shares up about 51% over the past year as investors lean into aging demographic trends. See our latest analysis for Welltower. That strong run has come with some bumps, including a recent 1 month share price return of minus 7.22 percent after a powerful year to date share price gain of 50.5 percent and a striking 5 year total shareholder return of 236.2 percent. This still points to momentum...

Earlier this month, Hycroft Mining Holding Corporation reported its highest-ever silver grades at the Vortex zone of the Hycroft Mine in Nevada, confirming expanded high-grade mineralization that remains open in multiple directions and integrating this work into upcoming resource and technical studies. In parallel, Hycroft was added to the S&P/TSX Global Mining Index, signaling increased visibility among institutional investors just as it advances what management describes as a pivotal...

Wondering if Eversource Energy is still good value after its recent rebound, or if most of the upside is already baked in? Let us unpack what the market is really pricing into this utility heavyweight. The stock is up 17.1% year to date and 22.9% over the last year, even though longer term 3 year and 5 year returns are still slightly negative. This suggests sentiment has shifted meaningfully in the last 12 months. That change in mood has come as investors refocus on regulated utilities as a...

Polestar Automotive Holding UK (PSNY) has quietly bounced in the past week, even as the stock remains sharply lower over the past year, inviting a closer look at what the market is pricing in. See our latest analysis for Polestar Automotive Holding UK. The latest pop in Polestar’s share price, with a 7 day share price return of 36.89 percent off a depressed base, comes after a tough stretch that includes a 90 day share price return of minus 41.08 percent and a 3 year total shareholder return...

Carlyle Group (CG) has been back in the spotlight after a string of bullish developments, from analyst upgrades flagging undervaluation to the KFC Korea acquisition and Medline’s planned multibillion dollar IPO. See our latest analysis for Carlyle Group. Those catalysts seem to be feeding into sentiment, with the share price at $60.99 and a strong year to date share price return suggesting momentum is rebuilding, while multi year total shareholder returns remain robust. If Carlyle’s recent...

Leidos Holdings (LDOS) just locked in another three year term running Hawai'i's Energy program and EV Charging Station Rebate initiative, extending a long standing partnership that quietly underscores its growing sustainability and grid modernization franchise. See our latest analysis for Leidos Holdings. That backdrop has helped support a solid upward trend, with Leidos’ share price at $186.63 and a strong year to date share price return of 30.24 percent, complementing a robust five year...

Sphere Entertainment (SPHR) just handed the technical keys to its immersive venues to Felicia Yue, a veteran behind innovations like the NFL yellow line and CNNs election Magic Wall. The move directly targets its growth narrative. See our latest analysis for Sphere Entertainment. That tech focused hire is landing against a powerful backdrop, with the share price up 20.59 percent over the past month and a 126.43 percent year to date share price return, while the 1 year total shareholder return...

Urban Edge Properties (UE) has quietly underperformed this year, even though it still owns a sizable portfolio of urban shopping centers along the Washington, D.C. to Boston corridor. That disconnect naturally raises questions about value. See our latest analysis for Urban Edge Properties. The stock tells a more nuanced story than the headlines, with an 8.6 percent year to date decline in share price even as the three year total shareholder return of 56.5 percent shows longer term investors...

Earlier this week, institutional investor Meridian Hedged Equity Fund highlighted D.R. Horton’s stronger-than-expected home closings, resilient gross margins, and 2% construction cost decline, while management raised its share repurchase guidance. This combination of operational outperformance and increased buyback plans underscores management’s confidence in future cash generation despite broader housing-market uncertainties. We’ll now examine how management’s decision to increase share...

Biohaven (BHVN) is back in the spotlight after unveiling promising BHV-1510 cancer data at ESMO and simultaneously pivoting away from BHV-7000 in depression to refocus on immunology, obesity, and epilepsy. See our latest analysis for Biohaven. Those BHV-1510 results and the strategic pivot away from depression look to be reshaping sentiment, with an 11.67% 1 month share price return offering a bright spot against a steep year to date share price decline and heavy 1 year total shareholder...

Gevo, Inc. has completed a leadership reshuffle, appointing Dr. Paul Bloom as President and board director in December 2025, while long-serving CEO Dr. Patrick Gruber became Executive Chair ahead of his planned retirement on April 1, 2026, when Bloom is set to take over as CEO. This planned succession elevates a leader with deep experience in renewable resource-based technologies and Gevo’s jet fuel and carbon businesses, potentially influencing how the company executes its growth and...

RenaissanceRe Holdings recently extended its secured letter of credit facility with Citibank Europe to maintain up to US$320 million in capacity, with an option to increase to US$350 million and maturities now running through the end of 2026 and 2027, while its two investment-grade preferred stocks continue to trade below par. This combination of enhanced bank-backed collateral access and discounted preferred securities underscores a balance sheet that appears resilient even as analysts...

Broadcom (AVGO) has quietly become one of the market’s steadier compounders, and the recent pullback after a strong year to date has investors asking whether this is a healthy reset or an early warning sign. See our latest analysis for Broadcom. The recent pullback leaves Broadcom trading at $350.22, with a powerful year to date share price return but a softer 1 month move suggesting momentum is pausing rather than breaking. Multi year total shareholder returns still point to a strong long...

ICU Medical (ICUI) is back on investors radar after its latest trading move highlighted simmering worries around weakening sales and shrinking free cash flow margins, a combination that is starting to pressure sentiment. See our latest analysis for ICU Medical. Those pressures help explain why, despite a solid 24.3% 3 month share price return to about $146.98, ICU Medical still shows a weak 1 year total shareholder return and softer multi year performance. This suggests recent momentum is...

Earlier this week, Amphastar Pharmaceuticals director Floyd Petersen exercised 16,679 stock options and sold the resulting shares for about US$441,800, shortly after the company secured FDA approval for its teriparatide injection prefilled pen for severe osteoporosis. This FDA green light not only broadens Amphastar’s treatment portfolio in a high‑need bone health market, but also arrives alongside an ongoing multi‑year share repurchase program that has already retired over 14.10 million...

In December 2025, Sanmina Corporation announced a major expansion of its Energy business with a new Houston, Texas factory aimed at the US energy market, capable of producing medium-voltage distribution transformers, instrument transformers and switchgear, with production targeted to begin in 2027 and initial customer commitments already secured. By pairing this Houston build-out with a co-design agreement and broader collaboration framework with Koncar - Electrical Industry Inc., Sanmina is...

Lindsay (LNN) just locked in an approximately 80 million dollar supply agreement in the MENA region, a contract that could materially lift fiscal 2026 revenue while deepening the company’s footprint in international irrigation markets. See our latest analysis for Lindsay. Despite the contract win, Lindsay’s 1 year total shareholder return is still slightly negative, and the 3 year total shareholder return remains deeply underwater. This suggests long term momentum has yet to turn...

Oklo (OKLO) has been on a volatile run lately, with the stock up sharply this year even after a pullback over the past month and past 3 months. Investors are trying to reconcile that surge with a pre revenue, loss making profile. See our latest analysis for Oklo. That mix of hype and hesitation is showing up in the numbers, with Oklo’s share price returning 272 percent year to date but sliding over the past quarter as early investors reassess execution risk versus long term potential. If the...