U.S. Construction Stock News

Cullen/Frost Bankers, Inc. recently reported past second-quarter 2026 results showing higher net interest income of US$447.73 million and net income of US$172.06 million year over year, alongside reduced net charge-offs and the completion of a US$160.03 million share repurchase program covering 1.85% of its stock. The company also raised and narrowed its full-year 2026 net interest income and margin guidance while affirming common and preferred dividends, signaling management confidence in...

Why Teradata Stock Is Back In Focus After Its AI And Earnings Update Teradata (TDC) is back on investors’ radar after outlining its Teradata 3.0 AI plan, launching its Autonomous Knowledge Platform and related tools, and raising full year earnings guidance alongside stronger recent financial results. See our latest analysis for Teradata. At a share price of US$26.74, Teradata has seen short term share price weakness, with the 30 day share price return down 21.26% and the 90 day share price...

CCC Intelligent Solutions Holdings (CCC) stock is back in focus after the company released second quarter 2026 results alongside fresh revenue guidance for the third quarter and full year. See our latest analysis for CCC Intelligent Solutions Holdings. CCC Intelligent Solutions Holdings shares have picked up momentum around the latest earnings and guidance, with a 30-day share price return of 11.88% and a 90-day share price return of 64.39%, although the 1-year total shareholder return is...

Wells Fargo (WFC) has been active in the debt markets, announcing new preferred depositary shares and multiple senior unsecured note offerings across different maturities. These moves give stock investors fresh information on the bank’s funding mix. See our latest analysis for Wells Fargo. The recent funding activity comes after a strong run in Wells Fargo’s stock, with a 90 day share price return of 20.52% and a 1 year total shareholder return of 16.66%. However, the year to date share price...

DexCom (DXCM) is back in focus after its latest quarterly update, which combined higher second quarter revenue and net income with a raised full year sales outlook and confirmation of a completed share repurchase program. See our latest analysis for DexCom. The latest earnings release and higher full year revenue guidance have coincided with a strong upswing in DexCom's share price, including a 57.04% 90 day share price return and 36.46% year to date share price return, while the 3 year total...

In the second quarter of 2026, Talen Energy reported sales of US$959 million and revenue of US$747 million but moved from net income of US$72 million a year earlier to a net loss of US$92 million, while continuing a large share buyback program. Despite the quarterly loss, Talen raised its multi‑year outlook after the Cornerstone Acquisition boosted generation capacity and cash flow metrics, and it secured future capacity revenues by clearing more than 10 gigawatts in the 2028/2029 PJM...

In early August 2026, Expedia Group reported second-quarter sales of US$4.32 billion and net income of US$878 million, with basic earnings per share from continuing operations rising to US$7.30 from US$2.61 a year earlier. Alongside this strong performance, Expedia raised its full-year 2026 revenue outlook to US$16.05 billion–US$16.22 billion and affirmed both its share repurchase progress and quarterly dividend, signaling management’s confidence in the business while returning capital to...

Enphase Energy recently expanded support for its IQ Battery 10C across the United States and Canada, allowing homeowners with existing non-Enphase solar systems to add whole-home backup, energy management, and monitoring without replacing their rooftop equipment. This move effectively opens Enphase’s storage and software ecosystem to a much wider installed base of third-party solar systems, potentially increasing demand for its batteries, grid-services participation, and app-based energy...

Air Products and Chemicals stock has delivered a 26.7% return over the past 5 years, yet the valuation checks send mixed signals, with the Discounted Cash Flow (DCF) estimate pointing to upside while market multiples suggest the shares are priced on the rich side. Recent news around growth in electronics and semiconductor demand, along with large clean energy project commitments, adds another layer for investors trying to judge what the current price really implies. Over 5 years, a 26.7%...

In late July 2026, Moog Inc. reported third-quarter sales of US$1,116.55 million and net income of US$152.03 million, raised full-year net sales guidance to US$4.40 billion, affirmed its US$0.30 quarterly dividend, and highlighted a 1.5x leverage ratio alongside ongoing acquisition plans. An interesting angle is management’s view that past simplification efforts now make Moog better prepared to integrate bolt-on acquisitions than a few years ago, potentially sharpening how it uses its...

SES AI stock closed up about 2% today, a modest bounce for a company that has been under pressure in recent months. The real headline is not the price move; it is that SES AI is still posting meaningful revenue while carrying sizeable losses and a premium valuation on price to sales. Q2 revenue came in at US$5.1 million and the company reported a GAAP net loss of US$17.8 million, backed by a cash and short term investment pile of about US$163 million. The rest of the earnings story is about...

GATX Corporation recently reported strong second-quarter and first-half 2026 results, raised its full-year 2026 earnings guidance to US$9.90–US$10.30 per diluted share, affirmed a quarterly dividend of US$0.66 per share, and earlier this month elevated long-time finance leader Eren Doygun to senior vice president, chief planning and investment officer. Together, the upgraded outlook, consistent dividend, and consolidation of planning and investment responsibilities under an experienced...

Ryman Hospitality Properties has nearly doubled investors' money over the past five years, yet the current valuation checks send a more muted signal that sits between clear bargain and clear stretch. With new capital being raised to fund a large Orlando resort acquisition, the stock's strong track record now meets a more nuanced read on price. Ryman Hospitality Properties has returned 97.0% over five years, which puts recent short term share price moves into the context of a longer, strong...

With the July CPI report expected to show only modest inflation and Treasury yields sitting near 4.68% on the 10 year, the bond market is quietly setting the stage for a bigger story in short duration investment grade funds. If inflation surprises, interest rate expectations could shift quickly, which tends to matter a lot for these lower risk corners of the market. This article walks through 3 stocks from the screener that look especially exposed to this macro swing and explains why their...

PagSeguro Digital came into this earnings print with a stock that has been drifting lower, down about 3% over the past three months, and the market clipped another 1.9% off the share price today. That reaction sits awkwardly against the core headline. The company posted recurring non GAAP net income of R$576 million in the quarter and an annualized non GAAP return on equity of 15.6%. For a Brazilian fintech built on payments, deposits and credit, profitability rather than raw top line growth...

908 Devices stock barely budged after earnings, inching up 0.1% to about $10 even after a strong quarter on the headline metric that matters most here: handheld revenue growth. The real story sits beyond today’s muted tape. Revenue reached $16.1m in the quarter and management tightened full year guidance to $68m to $70m, with adjusted gross margin around the high 50s. For an unprofitable diagnostics and detection hardware company still investing heavily, the question now is how long this mix...

Seagate Technology Holdings has delivered an extremely strong run over the past three years, yet its valuation checks send a mixed message, with a low overall value score sitting alongside an intrinsic value estimate that still indicates a discount to the current share price. Seagate has returned very roughly 14x over the past three years, which puts extra pressure on today’s buyers to be comfortable with what is already priced in. Heavy demand linked to AI infrastructure buildout can...

Benchmark Electronics (BHE) has drawn fresh attention after issuing third quarter 2026 guidance and updating full year expectations, alongside its latest earnings and a status update on a long running share repurchase program. See our latest analysis for Benchmark Electronics. At a share price of $81.94, Benchmark Electronics has seen a strong year to date, with an 86.65% share price return and a 104.74% total shareholder return over the past 12 months. The 90 day share price return of 5.85%...

AlTi Global stock barely budged after earnings, up about 2% to US$4.14, which indicates investors are not rushing to rewrite their thesis yet. The company is still loss making, with a Q2 basic loss per share of US$0.21, yet the quarter also delivered the one thing wealth managers closely watch: growing assets under management. AUM ended Q2 at US$49.7b, up from US$46.9b three months earlier, helped by roughly US$690m of net inflows. That tension between expanding AUM and ongoing losses is the...

AvePoint (AVPT) shares are in focus after the company paired strong second quarter 2026 results with higher full year revenue guidance and highlighted growing traction in its AI governance portfolio. See our latest analysis for AvePoint. AvePoint’s recent revenue guidance upgrade and AI governance product launches have come alongside a strong 90 day share price return of 32.99%, although the 1 year total shareholder return is down 13.14%. This indicates that momentum has strengthened more in...

In early August 2026, Resideo Technologies filed shelf registrations covering US$246.88 million of ESOP-related common stock and an omnibus shelf for multiple security types, while also reshaping its executive team and board committees following the August 3 Distribution. An interesting aspect is that President and CEO Thomas Surran also became principal financial officer, concentrating top leadership and financial oversight in a single role at the same time the company expanded its...

Brookfield Infrastructure Partners L.P. reported past second-quarter 2026 results showing sales rising to US$6,482 million from US$5,429 million a year earlier, while net loss widened to US$24 million and basic loss per share from continuing operations moved to US$0.07 from US$0.03. Despite reporting a larger loss for both the quarter and first half of 2026, the partnership continued to declare its regular common and preferred distributions, underscoring management’s emphasis on maintaining...

RPC (RES) is back in focus after its Board affirmed a regular quarterly dividend of $0.04 per share, set against a backdrop of mixed first half 2026 earnings and a relatively high payout ratio. See our latest analysis for RPC. At a share price of $6.30, RPC has seen a 7 day share price return of 8.81% and a 30 day share price return of 9.00%. The 1 year total shareholder return of 40.41% contrasts with a weaker 3 year total shareholder return and a much stronger 5 year record. This suggests...

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...