U.S. Construction Stock News

NYSE:WCC
NYSE:WCCTrade Distributors

WESCO International (WCC) Could Be 38% Undervalued Following Strong Q2 Results

WESCO International (WCC) is back in focus after reporting second quarter 2026 results that showed higher sales and net income versus a year earlier. The update also included stronger figures for the first half of 2026. See our latest analysis for WESCO International. The strong second quarter results and update on WESCO International's acquisition pipeline come as the share price trades at $366.17, with a year to date share price return of 45.24% and a 1 year total shareholder return of...
NasdaqGS:ROKU
NasdaqGS:ROKUEntertainment

Roku (ROKU) Extends DOJ Review Of $22 Billion Acquisition

Fox Corporation has granted the U.S. Department of Justice more time to review its proposed US$22b acquisition of Roku (NasdaqGS:ROKU), extending antitrust scrutiny in the deal process. The extended review focuses on how combining a major content producer with a large connected TV platform could affect competition in streaming distribution and advertising. The timing of any DOJ decision remains uncertain as of 11 Aug 2026, adding an extra layer of regulatory risk for both Fox and Roku. For...
NasdaqGS:BUSE
NasdaqGS:BUSEBanks

First Busey (BUSE) Stock Looks Undervalued On Fair Value But Fair On Earnings

First Busey stock has delivered a 70.8% gain over the past three years, yet the current checks show a mixed valuation picture. The intrinsic value estimate from the Excess Returns model points to upside, while traditional earnings multiples look roughly in line with the market. A 70.8% return over three years highlights how strongly First Busey shareholders have been rewarded, which makes today’s entry price more important for new investors. Expectations around First Busey’s ability to keep...
NasdaqGS:LIN
NasdaqGS:LINChemicals

Linde (LIN), Why Is Its Latest Update Drawing Attention?

Linde (LIN) is back in focus after announcing major industrial gas supply agreements with a leading semiconductor manufacturer, alongside fresh US$1 billion expansion plans in Phoenix and additional investments in Taiwan. See our latest analysis for Linde. Linde’s recent semiconductor contracts and share buybacks come after a mixed stretch for the stock, with the share price down 7.4% over 30 days but up 14.3% year to date, while the five year total shareholder return of 68.5% points to...
NasdaqGM:LGND
NasdaqGM:LGNDPharmaceuticals

Ligand Pharmaceuticals (LGND) Stock Looks Undervalued On Cash Flow While Earnings Look Overvalued

Ligand Pharmaceuticals stock has delivered a very strong 327.2% return over the past three years, while recent valuation checks point in different directions. A Discounted Cash Flow (DCF) estimate suggests the shares trade below intrinsic value, whereas market multiples indicate a richer valuation. The 327.2% gain over three years suggests that expectations have reset higher and leaves less room for simple mean reversion arguments to explain the current share price. Stronger royalty revenue...
NasdaqCM:SERV
NasdaqCM:SERVHospitality

Serve Robotics (SERV) Is Down 13.9% After Slashing 2026 Guidance And Resetting Its Uber Roadmap

In August 2026, Serve Robotics Inc. reported second-quarter 2026 sales of US$3.24 million alongside a much wider net loss of US$64.13 million, and cut its full-year 2026 revenue guidance from US$26 million to a range of US$9 million to US$10 million while resetting expectations around its Uber partnership beyond early 2027. The company is now emphasizing diversification away from its previously central Uber relationship, highlighting growing ties with DoorDash and new direct-merchant tools...
NYSE:RBC
NYSE:RBCMachinery

RBC Bearings (RBC) Adds To Its Industrial Reach With A PSC Couplings Deal

RBC Bearings (NYSE:RBC) reported that its Dodge Industrial subsidiary has agreed to acquire PSC Couplings, LLC. The deal adds PSC Couplings' industrial coupling solutions to Dodge Industrial's existing product portfolio. The acquisition is positioned to broaden RBC Bearings' reach with customers that use coupling products across industrial applications. To put this move by RBC Bearings in context, consider exploring other companies that are investing in automation and industrial technology...
NYSE:CC
NYSE:CCChemicals

Chemours (CC) Targets Data Center Cooling With New Opteon Refrigerants

Chemours (NYSE:CC) introduced new Opteon ZE and Opteon 515B refrigerants aimed at data centers and commercial cooling. The products target low global warming potential applications and support sustainability and decarbonization goals. The launch expands Chemours' Opteon portfolio into cooling needs for AI focused data centers and mission critical infrastructure. Consider exploring other companies supplying equipment, materials, and services tied to AI focused cooling and power needs through...
NYSE:AMCR
NYSE:AMCRPackaging

Amcor (AMCR) Stock Looks Fully Priced Despite A 41% Fair Value Gap

Amcor stock has delivered a 17.7% return over the past three years, yet its valuation picture is mixed, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to sizeable upside while earnings based multiples suggest the shares screen as expensive. Amcor's 17.7% three year return suggests the stock has rewarded patient holders, which makes the current pricing debate more important for anyone considering a new position or adding to an existing one. The key support for Amcor's...