U.S. Construction Stock News

NYSE:GS
NYSE:GSCapital Markets

Goldman Sachs Group (GS) Extends Fixed Income Push, Is The Upside Already Priced In?

Goldman Sachs Group (GS) has drawn fresh attention after a busy run of fixed income activity, including new callable senior notes across maturities from 2027 to 2041, alongside a reinsurance partnership with Talcott Financial Group. See our latest analysis for Goldman Sachs Group. At a share price of $1,039.61, Goldman Sachs Group has seen a 7 day share price return of 2.08% and a 90 day share price return of 10.03%, while the 1 year total shareholder return of 47.04% points to momentum that...
NYSE:TWLO
NYSE:TWLOIT

Twilio (TWLO) Could Be 20% Overvalued As Earnings And Guidance Lift The Debate

What Twilio’s latest earnings and guidance mean for shareholders Twilio (TWLO) has just released a packed second quarter update, combining strong headline results, fresh guidance and progress on its share buyback that together give investors more concrete data to work with. The company reported second quarter 2026 sales of US$1,499.09 million compared with US$1,228.43 million a year earlier, while net income was US$1,067.21 million compared with US$22.42 million. Basic earnings per share from...
NYSE:FIG
NYSE:FIGSoftware

Figma (FIG) After Earnings Beat And AI Push Looks Fully Valued

Figma (FIG) is back in focus after its second quarter 2026 earnings on 5 August, where revenue outpaced expectations, full year guidance was raised, and heavy AI investment weighed on both margins and the share price. See our latest analysis for Figma. Despite the earnings beat and higher full year revenue guidance on 5 August, Figma’s share price has fallen 2.84% over the past day and 4.24% over the past week. The 30 day share price return of 10.33% and 90 day share price return of 16.16%...
NasdaqGS:ALKS
NasdaqGS:ALKSBiotechs

Did Alkermes’ (ALKS) Profit Slide and Cash-Conserving Moves Just Shift Its Investment Narrative?

Alkermes plc recently reported past second-quarter 2026 results, with revenue rising to US$496.01 million while net income fell sharply to US$0.50 million, and the company issued guidance calling for third-quarter 2026 revenue of US$450 million to US$470 million alongside an expected full-year 2026 GAAP net loss of US$95 million to US$115 million. At the same time, Alkermes paused buybacks after repurchasing 5.32% of its shares since 2024 and filed a US$311.11 million employee share plan...
OTCPK:FBAK
OTCPK:FBAKBanks

Did First National Bank Alaska’s (FBAK) Dividend and Earnings Update Just Recast Its Income-Focused Narrative?

First National Bank Alaska reported half-year 2026 results, posting net income of US$41.99 million, and in July its board declared a US$4.00 per-share cash dividend payable on September 15, 2026 to shareholders of record on September 1, 2026. This combination of solid profitability and continued cash returns to shareholders highlights the bank’s emphasis on income generation and capital return discipline. We will now examine how the affirmed US$4.00 dividend and recent earnings performance...
NYSE:CON
NYSE:CONHealthcare

Concentra Group Holdings Parent (CON) Is Up 7.6% After Raising 2026 Outlook And Announcing CEO Transition

Concentra Group Holdings Parent, Inc. reported past second-quarter 2026 results with sales of US$606.03 million and net income of US$65.30 million, and raised its full-year 2026 outlook while also affirming a US$0.0625 per-share dividend and completing a share repurchase tranche. The company coupled this guidance increase with a planned CEO transition effective November 1, 2026, signaling leadership continuity as it integrates acquisitions and expands its occupational health footprint. With...
NasdaqGS:VIAV
NasdaqGS:VIAVCommunications

Viavi Solutions (VIAV) Could Be 36% Undervalued As Fresh Guidance Lifts Attention

Why Viavi Solutions Stock Is Back In Focus After Fresh Guidance Viavi Solutions (VIAV) is drawing renewed attention after reporting fourth quarter and full year 2026 results, alongside earnings guidance for the first quarter of fiscal 2027 that points to higher expected revenue. The company reported fourth quarter sales of US$443.1 million and net income of US$32.7 million, and guided first quarter fiscal 2027 net revenue to a range of US$450 million to US$460 million. Management also pointed...
NYSEAM:UEC
NYSEAM:UECOil and Gas

Uranium Energy (UEC) As The Refining And Conversion Story Shapes Its Valuation

Uranium Energy stock snapshot after recent price move Uranium Energy (UEC) has drawn fresh attention after a recent daily gain of 4.6%, capping a 17.3% move over the past week and a 6.9% rise over the past month. That short term strength sits alongside a decline of 31.6% over the past 3 months and a year to date fall of 14.1%. The stock is near $11.26, inviting closer scrutiny from investors. See our latest analysis for Uranium Energy. For Uranium Energy, the recent 1 day share price return...
NasdaqGS:IEP
NasdaqGS:IEPIndustrials

Does Icahn Enterprises’ (IEP) Steady Payout Amid Quarterly Losses Reveal Its True Capital Priorities?

In August 2026, Icahn Enterprises reported second-quarter sales of US$3,081 million and revenue of US$2,975 million, alongside a net loss of US$348 million, and its board declared a US$0.50 quarterly distribution per depositary unit for holders of record on August 17, 2026, payable on or about September 23, 2026. The combination of higher year-on-year sales and revenue with a wider net loss, while maintaining a cash distribution, highlights the tension between Icahn Enterprises’ income...
NasdaqGS:RXRX
NasdaqGS:RXRXBiotechs

Recursion Pharmaceuticals (RXRX) Is Up 7.3% After Mixed Q2 Results With Narrower Net Loss

In early August 2026, Recursion Pharmaceuticals reported Q2 2026 results showing revenue of US$7.67 million versus US$19.22 million a year earlier, with net loss narrowing to US$131.01 million and basic loss per share from continuing operations improving to US$0.25 from US$0.41. While sales and revenue weakened sharply year on year, the smaller net loss suggests Recursion is tightening cost controls even as it pushes forward with its AI-enabled drug discovery model. Against this backdrop of...
NYSE:BSX
NYSE:BSXMedical Equipment

Boston Scientific (BSX) Faces Device Recalls, Is It Still A Bargain?

Boston Scientific (BSX) is under close watch after a series of voluntary Class II device recalls affecting FARADRIVE steerable sheaths and FARASTAR pulsed field ablation generators used in cardiac and vascular procedures worldwide. See our latest analysis for Boston Scientific. The Boston Scientific share price has climbed in the last month, with a 30 day share price return of 10.14% and a 7 day gain of 5.52%. However, momentum has faded over the past quarter, with a 90 day share price return...
NYSE:WD
NYSE:WDDiversified Financial

Walker & Dunlop (WD) Could Be 28% Undervalued As Dividend And Earnings Update Lands

Dividend affirmation and earnings update set the tone for Walker & Dunlop Walker & Dunlop (WD) affirmed a third quarter 2026 dividend of $0.68 per share and released second quarter results, giving investors fresh information on income potential and recent business performance. See our latest analysis for Walker & Dunlop. Those earnings and dividend updates landed after a tough stretch for Walker & Dunlop’s stock, with the share price down 11.55% over 30 days and 24.34% year to date,...
NYSE:BDX
NYSE:BDXMedical Equipment

Becton Dickinson (BDX) Stock Still Looks Cheap After Its 19% Run

Becton Dickinson stock has delivered a 19.2% return over the past year, and the latest valuation work using a Discounted Cash Flow (DCF) intrinsic value estimate suggests the shares may still trade below that estimate by around 24.4%. At the same time, broad valuation checks point to a more mixed picture and standard earnings multiples look closer to fair value than outright cheap. Becton Dickinson’s 19.2% one year gain puts recent shareholders in profit, which raises the question of how...
NasdaqGS:FA
NasdaqGS:FAProfessional Services

First Advantage (FA) Stock May Be Below Fair Value After Raised Guidance

First Advantage stock has delivered a 73.8% return over the past three years, yet the valuation signals are split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a large discount while traditional market multiples lean the other way. First Advantage's 73.8% three year return shows the stock has already rewarded shareholders and raises the bar for any further upside to be justified by fundamentals. Stronger demand for its screening and digital identity services can...
NYSE:TSM
NYSE:TSMSemiconductor

Taiwan Semiconductor Manufacturing (TSM) Is AI Demand Making The Stock Look Fully Valued

Why Taiwan Semiconductor Manufacturing Stock Is Back in Focus Strong AI related chip demand and expectations for global semiconductor sales to reach about US$1.5t in 2026 have pushed Taiwan Semiconductor Manufacturing (NYSE:TSM) into the spotlight for many investors. The company is being discussed as a key beneficiary of this broad industry demand, with its foundry business positioned across high performance computing, smartphones, automotive and other end markets. See our latest analysis for...
NasdaqGM:WLDN
NasdaqGM:WLDNProfessional Services

Why Willdan Group (WLDN) Is Up 25.8% After Raising 2026 Revenue Targets And Posting Record EPS

In early August 2026, Willdan Group, Inc. reported second-quarter sales of US$231.03 million and net income of US$24.35 million, both higher than a year earlier, alongside record diluted earnings per share from continuing operations of US$1.58. Alongside these results, Willdan raised its 2026 financial targets, now aiming for full-year net revenue of US$415 million to US$430 million, supported by growing commercial and data center work and recent acquisitions. With record earnings and higher...
NasdaqGS:CROX
NasdaqGS:CROXLuxury

Crocs (CROX) Stock Still Looks Cheap Even After An 82% Run

Crocs stock has delivered a strong 81.6% return over the past year, yet the latest valuation checks still point to the shares trading below an estimate of intrinsic value based on a Discounted Cash Flow (DCF) model and market multiples. The 81.6% gain over the last 12 months suggests sentiment around Crocs has been positive, even with recent swings around company updates. Recent record revenue and changes to how marketplace sales are reported can support cash flow expectations, while a...
NYSE:CPT
NYSE:CPTResidential REITs

Camden Property Trust (CPT) Following California Sale Looks Slightly Undervalued

Camden Property Trust (CPT) has reshaped its portfolio after completing the sale of its California assets for US$1.625b, redirecting capital toward newer Sunbelt properties, share repurchases, and reaffirmed full year guidance. See our latest analysis for Camden Property Trust. Camden Property Trust's latest California sale and Sunbelt repositioning come after a steady 6.68% 90 day share price return and a 10.40% 1 year total shareholder return. The 5 year total shareholder return shows a...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Intel (INTC) Could Be 80% Undervalued On Its Foundry Narrative

Intel (INTC) shares are back in focus after the company appointed Dean Jarnac as executive vice president and chief sales officer, putting a new leader in charge of its global sales engine. See our latest analysis for Intel. Intel's recent executive changes and partnerships, including the Terafab joint venture and new foundry customers, come as momentum has cooled in the short term. The 30-day share price return is down 7.46% and the 90-day share price return is down 21.47%, while the...
NYSE:LNN
NYSE:LNNMachinery

Lindsay (LNN) Rides A Stronger Infrastructure Narrative, Is The 12% Discount Enough?

Lindsay stock reaction and recent performance snapshot Lindsay (LNN) shares recently traded around $116.06, with the stock up about 1.2% over the past day and 4.7% over the past week. Returns over the past month and past 3 months were also positive. See our latest analysis for Lindsay. Short term momentum in Lindsay's share price has picked up recently, with a 7 day share price return of 4.73% and a 90 day share price return of 6.61%. However, longer term total shareholder returns over 1, 3...
NYSE:STVN
NYSE:STVNLife Sciences

How Q2 Results and Alina GLP-1 Approvals At Stevanato Group (STVN) Have Changed Its Investment Story

Stevanato Group S.p.A. recently reported past second-quarter 2026 results showing sales rising to €302 million from €280.04 million a year earlier, while net income decreased to €22.96 million and full-year 2026 guidance was slightly narrowed alongside confirming expectations for revenue of about €1.26–€1.28 billion and diluted EPS of €0.53–€0.55. A few days earlier, liraglutide-based combination products using Stevanato’s proprietary Alina variable-dose pen injector platform received...
NYSE:CXW
NYSE:CXWCommercial Services

Why CoreCivic (CXW) Is Up 7.9% After Major Facility Sales, Debt Paydown and Buyback Boost

CoreCivic recently completed the sale of four facilities, including two ICE detention centers sold to the U.S. government for an aggregate US$734.0 million, raised full-year 2026 earnings guidance to US$1.50–US$1.52 billion in net income and US$15.00–US$15.20 in diluted EPS, and used part of the proceeds to repay US$608.5 million of debt while expanding its share repurchase authorization to US$1.20 billion. Although these asset sales generate a very large accounting gain in 2026, CoreCivic...
NasdaqCM:ASUR
NasdaqCM:ASURProfessional Services

3 Micro Cap Stocks for Rising Demand in Payroll and HR Compliance

Headlines about DPD and missed sick pay have turned the spotlight on how companies handle worker rights, compliance and payroll. That scrutiny could reshape which businesses clients trust with sensitive employment tasks. For investors, that raises the possibility that some compliance and employment services stocks may stand out. This article explains the story behind that shift and highlights 3 stocks exposed to this news event from our specialist screener. The three stocks in the article...
NYSE:NVT
NYSE:NVTElectrical

nVent Electric (NVT) Is Up 7.1% After Strong Q2 Results And New AI Cooling Expansion

nVent Electric plc recently reported past second-quarter 2026 results showing sales rising to US$1,471.3 million and net income to US$215.9 million, alongside announcing a new 160,000 square-foot Blaine, Minnesota facility to expand data center liquid cooling capacity. A key insight is that this Blaine expansion marks nVent’s third data center liquid cooling capacity increase in three years, indicating a concentrated push to meet AI-driven infrastructure demand. We’ll now examine how nVent’s...