U.S. Construction Stock News

Arbor Realty Trust stock is caught between a weak share price record and a split valuation picture, with the intrinsic value estimate from the Excess Returns model pointing to meaningful upside while market multiples suggest the shares are not cheap on more conventional metrics. Over the past 3 years, Arbor Realty Trust shares have declined 52.5%, which means anyone buying over that period has faced a materially negative total return. The recent securitization and additional liquidity can...

With July’s inflation report set to test expectations for Federal Reserve rate cuts and Treasury yields holding around 4.68%, rate sensitive stocks tied to income look especially interesting. The next move in yields could quickly change how investors value steady dividend payers, which creates a real sense of FOMO if you are sitting on the sidelines. This article walks through three stocks exposed to this macro story from our defensive income screener. The three stocks covered below are just...

Uranium Royalty stock has delivered a strong 100.5% return over the past three years, yet its broader valuation checks currently lean expensive rather than clearly cheap. With recent deals and board changes reshaping the story, investors are weighing that share price performance against what the valuation signals are saying today. Over the last three years Uranium Royalty has returned 100.5%, which puts fresh focus on whether the current price already reflects much of the good news. The...

Brink's earnings move the stock into focus Brink's (BCO) came into focus after its second quarter 2026 earnings, which showed year-on-year sales and earnings per share figures that were slightly higher, while the stock has fallen since the release. See our latest analysis for Brink's. Brink's share price has moved around its recent earnings news, with a 30 day share price return of 6.09% and a year to date share price decline of 2.15%, while the 3 year total shareholder return of 62.27%...

Silicon Laboratories stock barely flinched after earnings, slipping only 0.05% to about US$218. Yet the real story sits far beyond today’s flat tape. The company is still loss making, with trailing twelve month net income from continuing operations in the red and basic earnings per share also negative. At the same time, Silicon Laboratories trades on a rich valuation, with a P/S multiple above both peer and broader semiconductor industry averages. The rest of this report examines whether that...

Galaxy Digital is up about 5% today, a sharp move for a stock that has fallen roughly 34% over the past three months. The bounce comes even though the company just posted another quarterly loss of about $85 million and remains unprofitable over the past year. The real headline is margin pressure meeting long-horizon ambition. Data centers are now generating positive adjusted EBITDA, while digital assets still contribute to the group-level loss. Short-term traders are reacting to the latest...

Carvana stock has delivered a very large 3 year gain, yet current valuation checks lean expensive and the recent pullback after upbeat news has put that gap between price and fundamentals back in focus. Over the last 3 years Carvana has returned roughly 8.5x, which sets a high bar for what the current share price already factors in. Recent profitability improvements and lower interest costs can support expectations for future cash generation, while any disappointment on growth or margins may...

Fastly (FSLY) has drawn fresh attention after reporting second quarter 2026 results, filing an omnibus shelf registration, and raising revenue guidance for both the third quarter and full year 2026. See our latest analysis for Fastly. Fastly’s recent earnings and guidance moves have come alongside sharp share price momentum, with a 30 day share price return of 42.44% and a year to date share price return of 179.98%. The 1 year total shareholder return of 294.06% and 3 year total shareholder...

Energy Vault Holdings stock jumped 9.5% to US$3.92 today, yet the real story sits behind that pop. Q2 revenue of US$17.4 million and a reported GAAP gross margin of 31% kept attention squarely on the quality of its storage and data center energy projects rather than the headline loss. The backlog is now about US$2.0b. That is the figure that long term investors are likely watching most closely as they weigh a premium P/S multiple against a business that is still not generating profit. Is...

Team stock cooled off today. The share price slipped 3.1% to US$22 after investors absorbed a quarter that kept the company unprofitable but showed some repair work under the surface. The headline is simple: revenue for Q2 2026 came in at about US$228.7m, while the company reported a net loss of just under US$9.8m. The real flash point for sentiment is margin pressure. Adjusted earnings before interest, tax, depreciation and amortisation dropped to US$13.7m, as refinery turnaround delays and...

Easterly Government Properties, Inc. recently reported second-quarter 2026 results showing higher revenue of US$92.42 million but lower net income of US$3.05 million versus a year earlier, while raising its full-year diluted net income per share guidance to a range of US$0.23 to US$0.29. At the same time, the company affirmed a quarterly cash dividend of US$0.45 per share despite a very large payout ratio, sharpening investor focus on how its government-tenant-focused portfolio can support...

In August 2026, Instacart announced a partnership with Academy Sports + Outdoors to offer same-day delivery, in as fast as an hour, from over 300 Academy stores across 21 states, covering categories from camping and fishing to fitness, team sports, and private-label brands. Combined with Academy’s newly launched Academy Retail Media platform, which monetizes its customer data and omnichannel reach for advertisers, this expansion into rapid delivery and retail media underscores how the...

Compañía de Minas BuenaventuraA (BVN) released second quarter 2026 earnings that showed revenue of US$528.99 million and net income of US$237.36 million, alongside higher figures for the first half of the year. See our latest analysis for Compañía de Minas BuenaventuraA. Compañía de Minas BuenaventuraA’s recent earnings release comes after a strong run, with the share price up 16.03% over the past month and 21.02% year to date. The 1 year total shareholder return of 94.34% and very large 3...

Meta Platforms (META) has put its AI ambitions in the spotlight with the launch of Muse Glimmer and Muse Spark 1.2, as well as a detailed manifesto from CEO Mark Zuckerberg on open, personal superintelligence. See our latest analysis for Meta Platforms. Despite the AI rollouts, Meta Platforms' recent stock performance has been weak, with the share price down 11% year to date and the 1 year total shareholder return declining 25.55%. However, the 3 year total shareholder return remains up...

Codexis stock jumped 8.1% to US$1.60 on the first day after earnings, a sharp move for a company that has spent the past three months down about 37%. The market latched onto one thing: management now expects its roughly US$79.8m cash pile to fund operations and planned capital spending through 2028. Beneath that headline, the quarter still carried the weight of a US$12.0m net loss on US$14.9m in revenue. For a high-promise enzyme and RNA tools story, this print was less about revenue growth...

Anterix stock just dropped 4.5% in a day, yet the real story is not a broken earnings engine. It is an expectations reset around how quickly its spectrum rich balance sheet can convert into cash and recurring deals. Q1 FY2027 revenue came in at about US$2 million and the headline profit line leaned on roughly US$11 million of broadband license exchange gains. The market is reacting to that quality of earnings mix and to a P/E around 19x that already prices in a lot, while the spectrum...

Valens Semiconductor stock jumped 12.5% to US$1.89 today, which is a sharp move for a company that has been under pressure over the past quarter. The market is latching onto one thing above all else: management raised full-year 2026 revenue guidance and Q2 revenue of US$18.1 million came in ahead of its own targets, which in semiconductors is often viewed as a clear signal investors watch for execution and demand. Love the Q2 revenue beat from Valens Semiconductor but still cautious about...

Expeditors International of Washington (EXPD) has drawn fresh attention after reporting second quarter and six month 2026 results that show higher revenue, net income and earnings per share compared with a year earlier. See our latest analysis for Expeditors International of Washington. The strong second quarter update and ongoing buyback activity sit against a share price of $184.47, with a 90 day share price return of 20.09% and a 1 year total shareholder return of 52.47%. That combination...

United States Antimony just saw nearly a quarter of its market value erased in a single session, with the stock closing down about 24% at US$4.97, even though the headline number on the income statement flashed a small profit. The market fixated on the sharp squeeze in gross margin after antimony prices dropped hard, while a US$6.8 million unrealized gain on the Larvotto stake quietly flipped the bottom line into the black. For investors, this is a sentiment clash: price is reacting to...

Evolv Technologies Holdings stock closed at US$5.72, down about 5% on the day, as investors reacted quickly to fresh Q2 numbers. The move comes after a softer week and month for the shares, which have both slipped around 4%. The emotional trigger today is clear: management put front and center a double headline of 34% year on year revenue growth to US$43.8 million and a 10.1% adjusted earnings before interest, taxes, depreciation and amortization margin. The question now is whether that...

Shopify (SHOP) is back in focus after its second quarter 2026 earnings report, which outlined revenue, sales and profit figures, along with new guidance for the upcoming quarter that many investors are now reassessing. See our latest analysis for Shopify. Shopify's recent earnings and guidance have come alongside a sharp shift in sentiment, with a 90 day share price return of 54.39% and a 3 year total shareholder return of 171.79%. This points to strong momentum despite a slightly lower year...

In the past week, OneMain Finance Corporation completed US$600 million of 7.125% senior unsecured notes due March 15, 2034, alongside announcing an additional US$500 million fixed-rate 2034 note offering, while OneMain Holdings reported second-quarter 2026 net income of US$152 million, higher net charge-offs of US$506 million, and declared a US$1.05 quarterly dividend. These moves, combined with an ongoing share repurchase program, highlight how OneMain is simultaneously funding its balance...

The market appeared to look past concerns and Greystone Housing Impact Investors rose about 5% today, even though the headline result was another quarterly loss. The central point is not the loss itself. It is the difference between a unit price around US$6 and a reported net book value of US$11.20 per unit, which leaves the stock trading at a steep discount to what the balance sheet indicates the portfolio is worth. Q2 included a GAAP net loss of about US$1.5 million, while cash available...

Why Kennametal’s latest earnings and guidance matter now Kennametal (KMT) recently reported fourth quarter and full year results alongside new fiscal 2027 guidance, combining higher reported sales, higher net income and a maintained dividend. This gives investors several fresh data points to assess the stock. See our latest analysis for Kennametal. Since the earnings release and new fiscal 2027 guidance, Kennametal’s share price has eased. The 7 day share price return is 9.89% and the 90 day...