U.S. Construction Stock News

Booz Allen Hamilton Holding (BAH) just secured a spot in the S&P 1000, a move that can quietly change the stock’s demand profile as index trackers and small cap managers adjust their allocations. See our latest analysis for Booz Allen Hamilton Holding. The S&P 1000 inclusion comes after a choppy stretch, with the share price at $85.15 and a roughly 5 percent 1 month share price return, but a weaker year to date share price return alongside a negative 1 year total shareholder return. This...

SEI Investments (SEIC) just hit a major milestone, as founder Alfred P. West, Jr. prepares to step down as Executive Chairman and director on January 1, 2026, handing the chair role to Carl A. Guarino. See our latest analysis for SEI Investments. The leadership handover comes as SEI Investments trades at $85.37, with a 30 day share price return of 7.60 percent pointing to building momentum, while a three year total shareholder return near 53 percent underlines its longer term wealth...

Fiserv (FISV) just unveiled a high profile collaboration with Visa to roll out AI driven agentic commerce and the Trusted Agent Protocol across its merchant network, signaling a meaningful upgrade to its payment security capabilities. See our latest analysis for Fiserv. Despite this ambitious Visa collaboration and other moves like new co brand processing mandates and leadership changes in investor relations, Fiserv’s momentum has been mixed, with a sharp year to date share price return...

Waste Management (WM) just doubled down on being a shareholder friendly utility-like stock by rolling out a 14.5% dividend hike for 2026 alongside a fresh $3 billion buyback authorization. See our latest analysis for Waste Management. The shareholder friendly playbook appears to be resonating, with the stock’s recent 1 month share price return of 4.5 percent building on a solid 10.4 percent year to date share price gain and a 5 year total shareholder return above 100 percent. This suggests...

Stewards (OTCPK:SWRD) just gave investors a fresh governance catalyst by appointing veteran finance executive John Bode as board member and audit committee chair as the company gears up for a planned Nasdaq uplisting. See our latest analysis for Stewards. The governance upgrade is landing just as momentum in Stewards' shares has accelerated, with a 1 day share price return near 20 percent, a roughly 46 percent 1 month share price return, and a powerful year to date share price return above...

lululemon athletica (LULU) has been on a sharp rebound recently, with the stock climbing about 24% over the past month and 22% in the past 3 months after a tough year. See our latest analysis for lululemon athletica. That sharp rebound stands in contrast to a tough stretch, with the share price still well below its early year levels despite the recent 1 month share price return of roughly 24 percent. This suggests sentiment may be stabilizing rather than fully turning. If lululemon’s move has...

Dividend shock and legal scrutiny reshape the picture for Cogent Communications Holdings Cogent Communications Holdings (CCOI) just slashed its dividend by 98% and reported service revenue down about 6% year over year. This combination sent the stock tumbling and triggered a fresh securities law investigation. See our latest analysis for Cogent Communications Holdings. The sudden 98 percent dividend cut and revenue slip come on top of a brutal stretch, with Cogent’s share price down about 71...

Agios Pharmaceuticals has now received U.S. FDA approval for AQVESME (mitapivat) to treat anemia in adults with alpha- or beta-thalassemia, covering both non-transfusion-dependent and transfusion-dependent patients, with U.S. availability expected after implementation of a required REMS program in late January 2026. The approval, grounded in positive ENERGIZE and ENERGIZE-T Phase 3 data showing reduced transfusion burden and better quality-of-life measures, transforms AQVESME into a new...

Levi Strauss (LEVI) is back on investors radar after two developments landed almost at once: fresh Outperform coverage from Raymond James and the upcoming board appointment of veteran executive Jeffrey J. Jones II. See our latest analysis for Levi Strauss. At around $21.18 per share, Levi’s recent 1 day and year to date share price gains sit against a still solid 1 year total shareholder return of about 25 percent. This suggests momentum has cooled a bit rather than reversed, as investors...

Global Net Lease, Inc. recently declared quarterly dividends on its Series A, B, D, and E preferred stocks, payable on January 15, 2026 to holders of record as of January 2, 2026. The company also closed the sale of the McLaren Campus in Woking, England for £250,000,000, realizing an approximately £80,000,000 gain and reinforcing its capital recycling and balance sheet strengthening efforts. We’ll now examine how this sizeable McLaren Campus sale, with its balance sheet impact, could...

Earlier in 2025, commentary highlighted ConocoPhillips’ clear plan to grow free cash flow through LNG investments and the Willow oil project in Alaska, supporting dividends and share repurchases as peers such as Occidental Petroleum focused more on debt reduction. An important angle is that ConocoPhillips is being framed as a comparatively stronger vehicle for shareholder value growth because its capital allocation roadmap and project pipeline are perceived as more clearly defined than some...

Coty Inc. recently announced that Procter & Gamble veteran Markus Strobel will become Interim CEO and Executive Chairman on January 1, 2026, succeeding outgoing CEO Sue Nabi and long-time Executive Chair Peter Harf after their multi-year tenures. The leadership reshuffle comes as Coty completes the sale of its remaining Wella stake to KKR for US$750,000,000 and confronts pressure on its consumer beauty operations, prompting a broad strategic review. We’ll now examine how Strobel’s dual role...

If you are wondering whether Ciena is still a buy after its huge run, you are not alone. This piece will focus on what the current price might be baking in. The stock has surged roughly 17.8% over the last week, 23.4% over the past month, and is up an eye catching 188.7% year to date. That builds on multi year gains of 173.3% over 1 year, 389.2% over 3 years, and 357.8% over 5 years. Behind those moves, investors have been reacting to a steady drumbeat of positive sentiment around optical...

Event driven move in JPMorgan Chase stock JPMorgan Chase (JPM) has been grinding higher, with the stock now up about 10 % over the past month and roughly 39 % over the past year, outpacing many large bank peers. See our latest analysis for JPMorgan Chase. The latest climb in JPMorgan Chase shares, with a 30 day share price return of just over 10 % and a 1 year total shareholder return approaching 39 %, points to momentum building as investors increasingly price in durable earnings power...

Western Digital Corporation was added to the Nasdaq-100 index on December 22, 2025, following its spin-off of the Flash business into a separate SanDisk entity and renewed focus on high-capacity hard disk drives for AI and cloud data centers. This combination of index inclusion and a sharpened AI-centric storage model is reshaping Western Digital’s role in large-scale data infrastructure and how investors view its long-term earnings power, capital returns, and risk profile. Next, we’ll...

Ramaco Resources (METC) just put real money behind its optimism, rolling out a $100 million share repurchase program over the next two years after completing sizable capital raises earlier this year. See our latest analysis for Ramaco Resources. The buyback news lands as the share price has rebounded to $18.18, with a 7 day share price return of 30.04 percent and a year to date share price return of 69.75 percent. A 1 year total shareholder return of 82.68 percent and 5 year total shareholder...

How Has Deere's Share Price Been Performing? After a strong multi year run, Deere's share price has been more range bound recently, which can make it harder for investors to judge whether the current level really offers good value. To set the scene for a valuation deep dive, it helps to look at how the stock has actually been behaving. Over the last year, Deere has delivered a total return of 9.5%, with shares up 11.8% year to date despite some recent softness. In the shorter term, the stock...

If you are wondering whether Tradeweb Markets at around $107 a share still offers value or if most of the upside is already priced in, you are not alone. The stock has crept higher in the short term, up about 2.5% over the last week and 2.0% over the past month, even though it is still down roughly 18.3% year to date and 19.8% over the last year, following a strong 68.5% gain over three years and 77.7% over five years. Recent moves have come as investors refocus on Tradeweb's structural role...

Ultra Clean Holdings (UCTT) just picked up a Zacks Rank #2 (Buy) upgrade after analysts raised their earnings estimates, which is a clear signal that expectations for the company’s near term profit trajectory are improving. See our latest analysis for Ultra Clean Holdings. The upgrade lands after a choppy stretch, with the share price at 26.18 dollars and a 30 day share price return of 13.58 percent contrasting with a weaker year to date share price return and similarly negative one year...

If you are wondering whether Albemarle is a bargain or a value trap at today’s price, you are not alone. This piece will walk through what the current market is really baking in. After a tough few years, the stock has bounced hard, climbing 10.2% over the last week, 28.2% over the past month, and an impressive 74.2% year to date, although the 3 year return is still down 27.5% with just 5.5% over 5 years. That swingy profile has been driven by shifting expectations around long term lithium...

Earlier this year, Bright Horizons Family Solutions posted a third-quarter revenue increase that surpassed analyst expectations by 2.9%, alongside stronger-than-expected organic revenue and adjusted operating income. This outperformance relative to forecasts underscores the strength of Bright Horizons’ core operations at a time when investors were closely watching its execution. We’ll now examine how this earnings beat, particularly the upside in adjusted operating income, may influence...

How does Krystal Biotech look on traditional valuation checks To get a clearer handle on whether Krystal Biotech still offers value after such a strong run, it helps to strip things back to the fundamentals and run through a few well known valuation lenses. Here we will walk through how the stock stacks up on simple metrics like price to earnings, price to sales, and price to book, then layer in expectations of future growth to see if the current share price can be justified. Starting with...

In December 2025, Diebold Nixdorf announced an expanded partnership with Autogrill in Italy and a new VCP-Pro 7 deployment with Capital Bank in Jordan, adding managed services, flexible retail technology and Windows 11-powered ATMs to its multivendor solutions footprint. These wins highlight Diebold Nixdorf’s push deeper into higher-margin software and managed services, broadening its role as a single technology partner across banking and travel-focused retail. We’ll now examine how Diebold...

POET Technologies (NasdaqCM:POET) is back on traders radar after a sharp jump in call option activity, with rising implied volatility hinting that investors are positioning for bigger AI and data center related moves in the future. See our latest analysis for POET Technologies. That speculative options activity is landing on a stock that has already been lively, with a 30 day share price return of 51.62 percent and a 3 year total shareholder return of 146.32 percent. This points to momentum...