U.S. Construction Stock News

Cooling inflation, softer rate expectations and cheaper fuel have shifted the ground for smaller U.S. consumer and travel stocks, but not all in the same way. Some companies may see a little more room on pricing and margins, while others could feel the pinch from still sticky shelter costs. This article walks through three stocks from a small-cap screener that appear positively exposed to this latest CPI backdrop. The stocks highlighted below are only a starting sample from this idea, and the...

Aquestive Therapeutics stock slipped about 4% today, even though the headline from Q2 is more about balance sheet breathing room than a collapse in the story. The company ended the quarter with US$98.5m in cash and reaffirmed full year 2026 guidance for revenue in the US$46m to US$50m range and a non GAAP adjusted EBITDA loss of US$35m to US$30m. For a small biopharma stock that trades on belief in future products, that mix of liquidity, steady guidance and ongoing losses is what is really...

CI&T stock barely flinched after Q2, slipping just 0.6% to US$3.62, even as the company posted another quarter of double digit organic revenue growth and lifted full year guidance. Short term traders saw a flat tape. Long term investors saw a business leaning harder into artificial intelligence deployment and value based contracts while accepting near term margin pressure. The real headline from this earnings set is the margin and profit squeeze. Adjusted EBITDA margin sat at 13.3% and...

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...

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...

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%...

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%...

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...

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...

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...