U.S. Construction Stock News

NasdaqGS:DLO
NasdaqGS:DLODiversified Financial

The Bull Case For DLocal (DLO) Could Change Following Its Stablecoin Partnership With Stable Sea

In February 2026, Stable Sea announced a partnership with dLocal to power low-cost, high-speed stablecoin-based B2B cross-border payments across more than 40 countries, using dLocal’s local payout rails. This collaboration highlights how dLocal is deepening its role in emerging-market payment infrastructure by combining its local rails with stablecoin settlement for large-ticket international transactions. Next, we’ll explore how integrating stablecoin rails into its cross-border platform...
NasdaqGS:MU
NasdaqGS:MUSemiconductor

Is It Too Late To Consider Micron Technology (MU) After Its Huge Share Price Surge

For investors wondering whether Micron Technology's share price still offers value after its big run, this article examines what the current price might imply about future expectations. Micron's stock last closed at US$412.67, with a 30.8% return year to date and a 1 year return of 357.3%, while the past 7 and 30 days have seen small pullbacks of 2.0% and 0.5% respectively. Recent attention has focused on Micron's role in key semiconductor trends and its positioning in memory and storage...
NYSE:KAI
NYSE:KAIMachinery

Why Kadant (KAI) Is Up 5.5% After Flat 2025 EPS But Higher 2026 Guidance And What's Next

Kadant Inc. recently reported its fourth-quarter and full-year 2025 results, showing quarterly sales of US$286.2 million and flat net income of US$24.03 million, alongside essentially unchanged earnings per share versus the prior year. For 2025 as a whole, Kadant’s sales were broadly stable at about US$1.05 billion, but full-year earnings per share from continuing operations eased, while management issued 2026 guidance that points to higher expected revenue and GAAP EPS. We’ll now examine...
NYSE:DK
NYSE:DKOil and Gas

Delek US Holdings (DK) Is Up 24.3% After Earnings Rebound And Capital Returns Push - Has The Bull Case Changed?

In late February 2026, Delek US Holdings reported fourth-quarter 2025 results showing US$2,429.4 million in sales and a US$78.3 million net profit, while also completing a buyback program that repurchased 21,331,155 shares for US$606.09 million and affirming a quarterly dividend of US$0.255 per share. This combination of a sharp earnings turnaround, cash flow initiatives such as the enterprise optimization plan, and continued capital returns through buybacks and dividends underlines...
NYSE:ACHR
NYSE:ACHRAerospace & Defense

Archer Aviation (ACHR) Is Up 8.0% After Certification, Starlink, And UK Hub Updates - Has The Bull Case Changed?

In the past week, Archer Aviation reported fourth-quarter 2025 results showing US$0.3 million in sales and a net loss of US$188.9 million, filed a US$317.86 million shelf registration for employee stock plans, and presented at the Raymond James Institutional Investor Conference. Alongside these financial updates, Archer deepened its global air taxi ambitions through a Starlink connectivity collaboration, a new UK engineering hub in Bristol, and progress on certification programs in the US...
NYSE:OLN
NYSE:OLNChemicals

Olin (OLN) Valuation Check After Disappointing Preliminary Q4 2025 Guidance And Earnings Reset

Olin (OLN) has come under fresh scrutiny after releasing preliminary Q4 2025 guidance that management acknowledged was weaker than earlier expectations. The company cited maintenance outages, raw material disruptions, and softer pipeline chlorine demand. See our latest analysis for Olin. Despite the softer preliminary Q4 2025 guidance, Olin’s recent share price momentum has been strong, with a 30 day share price return of 22.10% and a 90 day share price return of 19.63%, while the 3 year...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

SoFi CEO’s US$1m Share Purchase Versus Valuation And Price Targets

SoFi Technologies (NasdaqGS:SOFI) CEO Anthony Noto bought 56,000 company shares in the open market. The purchase was valued at about US$1 million. The insider buying coincided with higher trading volume in SoFi shares. SoFi Technologies runs a digital financial platform that spans lending, personal finance tools and other banking services, so leadership actions can carry extra weight for investors watching the sector. CEO Anthony Noto’s decision to commit personal capital at this scale can...
NYSE:CAT
NYSE:CATMachinery

How Caterpillar’s AI-Enabled Autonomous Ecosystem Reveal At CONEXPO 2026 (CAT) Has Changed Its Investment Story

At CONEXPO-CON/AGG 2026 in Las Vegas, Caterpillar showcased new AI-enabled and autonomous equipment, expanded digital fleet tools like VisionLink, and introduced offerings such as Cat Compact, Cat Rentals, upgraded service commitments, and the TUL100 compact utility loader to address productivity, safety, and labor constraints across construction sites. A particularly interesting development is Caterpillar’s push to blend AI assistants, autonomy, and mining software from its RPMGlobal...
NasdaqGS:CBC
NasdaqGS:CBCBanks

The Bull Case For Central Bancompany (CBC) Could Change Following CEO’s US$1M Insider Share Purchase

In recent trading, Central Bancompany President and CEO John Ross purchased 40,000 shares in an open-market transaction worth nearly US$1,000,000, increasing his direct holdings from 42,000 to 82,000 shares. This sizable insider purchase, representing about 9% of his total ownership, signals a meaningful alignment of leadership’s personal capital with the bank’s longer-term direction. Next, we’ll examine how John Ross’s increased personal stake may influence Central Bancompany’s investment...
NasdaqCM:NKTR
NasdaqCM:NKTRPharmaceuticals

Assessing Nektar Therapeutics (NKTR) Valuation After Recent Share Price Momentum And Undervaluation Narrative

Why Nektar Therapeutics Is On Investors’ Radar Today Nektar Therapeutics (NKTR) has caught investor attention after a period where its shares showed strong moves over the past month and past 3 months, contrasting with mixed shorter term returns. See our latest analysis for Nektar Therapeutics. At a share price of $68.36, Nektar’s recent 30 day share price return of 83.12% and year to date share price return of 57.44% sit alongside a very large 1 year total shareholder return. This suggests...
NYSE:NSC
NYSE:NSCTransportation

A Look At Norfolk Southern (NSC) Valuation After Recent Share Price Momentum

Why Norfolk Southern Stock Is Getting Attention Now Norfolk Southern (NSC) is drawing fresh interest from investors after recent share price moves, with the stock’s month and past 3 months returns sitting in the high single digits and low double digits. See our latest analysis for Norfolk Southern. The recent move to a share price of US$317.47 sits alongside a 1 month share price return of 9.01% and a year to date share price return of 10.30%. The 1 year total shareholder return of 32.15% and...
NYSE:ELV
NYSE:ELVHealthcare

Leadership Shifts And Medicare Scrutiny Shape Elevance Health Outlook

Elevance Health (NYSE:ELV) is undergoing major leadership changes, including the exit of Carelon president Peter Haytaian. The company is consolidating its health insurance businesses under Felicia Norwood, expanding her responsibilities. CFO Mark Kaye is taking on additional duties tied to Elevance Health's broader operations. Regulators have moved to suspend enrollment into certain Elevance Medicare Advantage plans, with a potential material effect on Medicare operations. For you as an...
NYSE:TRV
NYSE:TRVInsurance

The Bull Case For Travelers (TRV) Could Change Following AI-Powered Claims Assistant Rollout – Learn Why

In February 2026, Travelers Companies launched its AI Claim Assistant, an agentic voice solution built on OpenAI models and APIs to handle auto damage claim calls, streamline submissions, and free claim professionals to focus on more complex issues while retraining call center staff into higher-value roles. The rollout highlights how Travelers is embedding advanced analytics and AI directly into its claims workflow, blending automation with live human support to potentially raise service...
NasdaqGS:OLPX
NasdaqGS:OLPXPersonal Products

A Look At Olaplex Holdings (OLPX) Valuation After The No.3PLUS Complete Repair Treatment Launch

What the No.3PLUS launch could mean for Olaplex Holdings (OLPX) Olaplex Holdings (OLPX) has launched No.3PLUS Complete Repair Treatment, a pre-shampoo product built on its Bond Building Technology and new Damage Defense Cationic Complex, supported by a broad retail rollout and a science themed marketing campaign. See our latest analysis for Olaplex Holdings. Despite today’s 5.6% one day share price decline, Olaplex’s 90 day share price return of 36.9% and 12.6% year to date gain suggest...
NasdaqGS:DASH
NasdaqGS:DASHHospitality

Is DoorDash’s (DASH) Exit From Four Markets a Pivot Toward Discipline or Retreat on Global Ambition?

In late February 2026, DoorDash announced it is exiting Qatar, Singapore, Japan, and Uzbekistan across its Deliveroo and Wolt brands after a multi‑month review, beginning an orderly wind‑down while stating these moves are not expected to materially affect its previously issued financial outlook. This retrenchment underlines DoorDash’s effort to concentrate resources on markets where it believes it can achieve sustainable scale and long‑term leadership, potentially reshaping how investors...
NYSE:IDA
NYSE:IDAElectric Utilities

A Look At IDACORP (IDA) Valuation After Strong 2025 Earnings And 2026 Guidance

Earnings and guidance in focus IDACORP (IDA) has drawn fresh attention after reporting 2025 results with lower reported revenue but higher net income and earnings per share, along with new 2026 earnings guidance of $6.25 to $6.45 per diluted share. See our latest analysis for IDACORP. IDACORP’s recent earnings release and 2026 guidance landed after a strong run, with a 30 day share price return of 7.9% and a 12.5% year to date share price gain. The 1 year total shareholder return of 23.7% and...
NYSE:OSK
NYSE:OSKMachinery

How Oshkosh’s Defense Sustainment Partnership With the Marines Could Reframe the OSK Investment Story

Oshkosh Defense recently announced a public-private partnership with the Marine Depot Maintenance Command to support advanced manufacturing, materiel support, and the Digital Manufacturing Exchange, enabling secure local production of validated vehicle parts for faster military repairs and improved fleet readiness. By sharing controlled technical data to authorize local part manufacturing while protecting intellectual property, Oshkosh is embedding itself more deeply in the U.S. military’s...
NasdaqGS:IMCR
NasdaqGS:IMCRBiotechs

Should Immunocore’s Higher Revenue and Narrower Loss in 2025 Require Action From Immunocore Holdings (IMCR) Investors?

In late February 2026, Immunocore Holdings plc reported fourth-quarter revenue of US$104.48 million and a quarterly net loss of US$30.06 million, while full-year revenue reached US$400.02 million with the annual net loss narrowing to US$35.51 million versus the prior year. The results underscore Immunocore’s ability to grow sales and reduce full-year losses even as it continues to invest heavily in advancing its ImmTAX-based pipeline beyond its lead product. We’ll now examine how this...
NYSE:KEY
NYSE:KEYBanks

Assessing KeyCorp (KEY) Valuation After Analyst Revisions And Macroeconomic And Insider Sentiment Pressures

KeyCorp (KEY) is in focus after analysts revisited their views following recent quarterly results. At the same time, stubborn inflation data, credit risk worries, and a pickup in insider selling are tempering sentiment around the regional bank. See our latest analysis for KeyCorp. After a strong 14.39% 90 day share price return, KeyCorp’s 1 year total shareholder return of 30.36% contrasts with a slightly negative year to date share price move. This suggests momentum has cooled as inflation...
NYSE:FDS
NYSE:FDSCapital Markets

FactSet Research Systems (FDS) Valuation Check After Mixed Earnings And Rising AI Disruption Concerns

FactSet Research Systems (FDS) is back in focus after quarterly results in which revenue surpassed analyst expectations, while full-year EPS guidance came in slightly below consensus, alongside continuing dividend payments. See our latest analysis for FactSet Research Systems. The share price tells a mixed story, with a 15.6% 7 day share price return after earnings contrasting with a 22.8% year to date share price decline and a 51.29% 1 year total shareholder return decline. This suggests...
NYSE:HUN
NYSE:HUNChemicals

A Look At Huntsman (HUN) Valuation After Earnings Show Ongoing Losses And Softer Sales

What Huntsman’s latest earnings mean for shareholders Huntsman (HUN) recently reported fourth quarter and full year 2025 results, showing lower sales and a larger annual net loss, developments that help explain the stock’s recent moves. For the fourth quarter, Huntsman reported sales of US$1,355 million compared with US$1,452 million a year earlier. The company posted a net loss of US$96 million, compared with a net loss of US$141 million in the prior year period. Basic and diluted loss per...
NYSE:EW
NYSE:EWMedical Equipment

Edwards Lifesciences (EW) Valuation Check After FDA Nod For SAPIEN M3 And 2026 Growth Outlook

Edwards Lifesciences (EW) is back in focus after the U.S. FDA cleared its SAPIEN M3 transcatheter mitral valve replacement system and the company issued 2026 sales guidance tied to product momentum and innovation. See our latest analysis for Edwards Lifesciences. The FDA approval of SAPIEN M3 and Edwards Lifesciences' 2026 sales outlook arrive as the share price trades at US$87.18, with a 7-day share price return of 5.75% and a 1-year total shareholder return of 22.12%. This suggests momentum...
NYSE:ETSY
NYSE:ETSYMultiline Retail

Etsy (ETSY) Valuation Rechecked After UK Rule Changes Depop Sale And Profit Beat

Etsy (ETSY) is back in focus after a cluster of fresh catalysts, including UK pricing rule changes, its decision to sell Depop to eBay, and fourth quarter profitability that exceeded Wall Street expectations. See our latest analysis for Etsy. At a share price of $53.97, Etsy has had a mixed year, with a 10.03% one year total shareholder return contrasting with a 54.56% total shareholder return decline over three years and a 71.63% total shareholder return decline over five years. This...
NasdaqCM:ONDS
NasdaqCM:ONDSCommunications

Assessing Ondas (ONDS) Valuation After Defense Contracts And $10 Million World View Investment

Ondas (ONDS) is back in focus after committing a $10 million investment to World View Enterprises and landing multi million dollar defense deals tied to its Iron Drone system in Europe and Israel. See our latest analysis for Ondas. Those defense contracts and the World View stake come after a sharp rerating, with Ondas’ share price returning 32.22% over the past 90 days yet sitting slightly lower year to date, while the 1 year total shareholder return is extremely high, pointing to very...