U.S. Construction Stock News

NasdaqCM:WULF
NasdaqCM:WULFSoftware

TeraWulf (WULF) Is Down 11.3% After Deepening Losses Despite Anthropic Megadeal Lease Shifting Its Story

TeraWulf Inc. has already reported second-quarter 2026 results, with revenue slipping to US$44.77 million from US$47.64 million a year earlier and net loss widening to US$939.92 million, while six-month revenue eased to US$78.78 million and net loss expanded to about US$1.37 billion. These results highlight how construction complexity and pre-revenue costs tied to TeraWulf’s growing high-performance computing leasing footprint, including a US$19 billion Anthropic deal, are weighing heavily...
NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

QUALCOMM (QCOM) Faces A Fresh Test As Diversification Keeps Valuation In Focus

QUALCOMM (QCOM) has come under closer scrutiny after missing third quarter earnings estimates, reporting weaker handset revenue tied to memory supply issues and a lower modem share for the upcoming iPhone launch. See our latest analysis for QUALCOMM. QUALCOMM's share price has been under pressure recently, with a 30 day share price return that declined 14% and a 90 day share price return that declined 23.69%, even though the 1 year total shareholder return is 8.05% and the 3 year total...
NYSE:BOX
NYSE:BOXSoftware

Box (BOX) Stock Still Looks Pricey On Its 34% Five Year Run

Box stock has delivered a 33.9% return over the past five years, yet its valuation checks send mixed signals as the Discounted Cash Flow (DCF) intrinsic value estimate points to a sizeable gap to the current share price while market multiples lean the other way. A 33.9% five year return suggests Box has rewarded patient shareholders, so the current price reflects at least some confidence in its long term cash generation. Recent commentary around Box's AI security capabilities and enterprise...
NasdaqGS:NXPI
NasdaqGS:NXPISemiconductor

Does NXP’s BMW UWB Win And AI Design Push Change The Bull Case For NXPI?

In recent weeks, CELUS announced a partnership with Variscite that plugs Variscite’s NXP-based system‑on‑modules into the CELUS Design Platform and NXP Block Diagram Designer, while NXP revealed its Trimension NCJ29D6 UWB chips will feature in BMW’s 2026 vehicle programs for digital keys and in‑cabin presence detection. Alongside ongoing talks to acquire AI video‑chip maker Ambarella, these developments highlight how NXP is tying its automotive and edge portfolios more tightly into AI‑driven...
NYSE:CAT
NYSE:CATMachinery

Caterpillar (CAT) Could Be 13% Undervalued As Record Quarter Lifts Guidance

Caterpillar (CAT) just delivered its best quarter on record, with management lifting full year 2026 sales and revenue guidance to mid to high teens growth, supported by a US$72b backlog. See our latest analysis for Caterpillar. Caterpillar's latest results come after a sharp pullback in recent weeks, with the 30 day share price return down 11.45% and the 90 day share price return down 6.53%. At the same time, the year to date share price return is 40.94% and the 5 year total shareholder...
NasdaqGS:PTCT
NasdaqGS:PTCTBiotechs

Why PTC Therapeutics (PTCT) Is Up 6.7% After Profit Beat, Higher Guidance And New Board Appointment

PTC Therapeutics, Inc. recently reported second-quarter 2026 results showing revenue of US$360.52 million and net income of US$83.5 million, while also raising its full-year 2026 total revenue outlook to US$1.18 billion–US$1.28 billion and appointing long-time executive Hege Sollie-Zetlmayer to its board of directors. The combination of a profitable quarter, higher revenue guidance, and added board experience from a former Chief Human Resources Officer may influence how investors assess PTC...
NYSE:PNC
NYSE:PNCBanks

PNC Financial Services Group (PNC) Could Be 8% Undervalued After Branch Expansion Push

PNC Financial Services Group (PNC) is back in focus after PNC Bank opened its 50th new branch under a multi year, $2b expansion plan and hired industry veteran Arne Jahn to lead its metals and mining sector coverage. See our latest analysis for PNC Financial Services Group. Against this backdrop, PNC Financial Services Group’s recent business moves sit alongside a 90 day share price return of 21.14% and a 1 year total shareholder return of 37.32%. The 3 year total shareholder return of...
NYSE:CIEN
NYSE:CIENCommunications

Ciena (CIEN) Lands Fresh Network Wins, Is The Stock Still Undervalued?

Ciena (CIEN) is back in focus after two recent networking announcements, as investors weigh what new DWDM deployments in the UAE and a quantum safe encryption trial in the US might mean for the stock. See our latest analysis for Ciena. Those two networking wins arrive after a sharp pullback in Ciena’s share price. It is down 32.94% over 90 days and 15.89% over 30 days, even though the year-to-date share price return is 57.49% and the 1-year total shareholder return is very large. This...
NasdaqGS:HLNE
NasdaqGS:HLNECapital Markets

Has Hamilton Lane (HLNE) Fallen Far Enough To Trade At A Discount?

Hamilton Lane stock has fallen 32.6% over the past year, yet the current valuation checks now suggest the shares no longer look obviously expensive or obviously cheap. After this reset, investors are weighing a recent bounce against what the broader valuation picture implies for the next phase. Over the last 12 months the share price declined 32.6%, which puts recent gains into the context of a stock still well below where it traded a year ago. Hamilton Lane’s recent move to acquire a US$270...
NasdaqGS:ALMR
NasdaqGS:ALMRLife Sciences

Alamar Biosciences (ALMR) Stock Price Jumps As Margin Gains Meet Loss Pressure

The market just rewrote the Alamar Biosciences story in one session. The stock surged 30.7% to US$36.57 after its first post‑IPO quarter as a listed company, even though the business is still running losses. That kind of jump puts expectations on a different level. The headline from these earnings is simple. Revenue reached US$29.4m in Q2 and gross margin hit 60%, an all time high for the company, while Alamar reported a net loss of US$13.2m. For a high growth proteomics platform, this...
NYSE:BDX
NYSE:BDXMedical Equipment

Becton Dickinson (BDX) Is Up 6.6% After Strong Q3 And Higher 2026 Outlook Has The Bull Case Changed?

Becton, Dickinson and Company reported its third-quarter fiscal 2026 results, with sales rising to US$4,983 million while quarterly and year-to-date net income fell compared with the prior year, and it updated full-year 2026 guidance to expect low single-digit plus GAAP revenue growth. This was the first full quarter after spinning off its biosciences and diagnostics business, highlighting a more focused medical technology portfolio and new drug-delivery collaborations such as the...
NYSE:HCA
NYSE:HCAHealthcare

HCA Healthcare (HCA) Stock May Be 49% Undervalued As Wage Pressure Builds

HCA Healthcare stock has produced a 75.1% return over the past five years, yet current valuation checks suggest the shares may still trade at a discount to an estimate of intrinsic value based on a Discounted Cash Flow (DCF) approach and earnings multiples. At the same time, recent headlines around worker pay, staffing, leadership changes and new urgent care acquisitions give investors more to weigh as they think about what that valuation gap really reflects. A 75.1% return over five years...
NYSE:TPB
NYSE:TPBTobacco

Why Turning Point Brands (TPB) Is Up 6.8% After Raising 2026 Modern Oral Sales Guidance

In the second quarter of 2026, Turning Point Brands reported higher sales of US$142.96 million but lower net income of US$3.6 million, while also completing its February 2020 share repurchase program with 2,471,405 shares bought back for US$83.01 million. Despite the earnings pressure, the company raised its full-year 2026 Modern Oral guidance, lifting projected gross sales to US$330 million–US$350 million and net sales to US$260 million–US$270 million, underscoring the growing importance of...
NasdaqGS:LEGN
NasdaqGS:LEGNBiotechs

Legend Biotech (LEGN) Stock Rebounds As Profit Arrives But Carvykti Risk Persists

Legend Biotech entered this earnings release as a pressured growth story, with the stock down sharply over the past three months. Today the mood shifted. Shares rose about 6% after the market absorbed a straightforward set of results. Q2 moved from a loss in Q1 to positive basic earnings per share and reported quarterly revenue of US$387.5m. For a biotech widely viewed as long on promise and short on profits, that move into positive earnings on a quarterly basis is the key detail. The rest of...
NYSE:GKOS
NYSE:GKOSMedical Equipment

Glaukos (GKOS) Is Up 6.7% After Raising 2026 Sales Guidance And Narrowing Quarterly Loss

In the second quarter of 2026, Glaukos Corporation reported sales of US$185.61 million versus US$124.12 million a year earlier, with its basic loss per share from continuing operations narrowing to US$0.31 from US$0.34. Alongside this performance, Glaukos raised its 2026 net sales guidance to a range of US$680 million to US$700 million, signaling management’s increased confidence in the company’s revenue outlook despite ongoing losses. We’ll now explore how Glaukos’ raised full-year sales...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Is Greg Abel’s Aggressive Capital Deployment Altering The Investment Case For Berkshire Hathaway (BRK.A)?

Berkshire Hathaway reported past second-quarter 2026 results showing revenue of US$101.81 billion and net income of US$25.67 billion, with earnings from continuing operations per share rising sharply from the prior year. Under new CEO Greg Abel, Berkshire shifted from hoarding cash to actively deploying capital through its largest share repurchases in nearly two years, renewed net stock buying, and sizable commitments such as a US$10 billion investment in Alphabet and the Taylor Morrison...
NasdaqGS:SDGR
NasdaqGS:SDGRHealthcare Services

Schrödinger (SDGR) Is Up 19.2% After AI Pact With BMS And Q2 Profitability - Has The Bull Case Changed?

In August 2026, Schrödinger, Inc. reported that second-quarter 2026 revenue rose to US$58.89 million and swung from a prior-year loss to net income of US$5.98 million, while also filing a US$46.95 million shelf registration for 3,000,000 common shares related to its employee stock ownership plan. On the same day, Bristol Myers Squibb announced it would deploy Schrödinger’s agentic AI co-scientist Bunsen across its research organization, expanding a long-running collaboration and spotlighting...
NasdaqGM:FCEL
NasdaqGM:FCELElectrical

Is FuelCell Energy (FCEL) Fairly Valued As Carbon Capture Draws Fresh Attention?

Why FuelCell Energy Stock Is Back in Focus FuelCell Energy (FCEL) is drawing renewed attention after its carbon capture platform was highlighted for reducing emissions while producing extra electricity, without requiring full power plant replacements. See our latest analysis for FuelCell Energy. FuelCell Energy’s carbon capture update comes after a volatile run, with the share price down 14.67% over the past week and 8.70% over the past month, yet still up 135.01% year to date. The 1 year...
NasdaqCM:PLUG
NasdaqCM:PLUGElectrical

Plug Power (PLUG) Stock Cheers Margin Reset Despite Ongoing Cash Burn

Plug Power jumped about 5% to US$2.22 into the close, which indicates traders responded positively to the headline. The story behind that move is a sharp reset in sentiment around margins and cash burn. Q2 revenue landed at US$178.3m with gross margin roughly at breakeven instead of the deep losses investors had grown used to. Net cash usage fell to about US$61m in the quarter. The question now is whether this early margin repair and slower cash burn justify the renewed optimism in a stock...
NasdaqGS:GDRX
NasdaqGS:GDRXHealthcare Services

Why Is GoodRx Holdings (GDRX) Putting Finance And Strategy Under Justin Fengler?

GoodRx Holdings (NasdaqGS:GDRX) appointed Justin Fengler as Chief Financial Officer and Treasurer, succeeding Christopher McGinnis. Fengler will hold the CFO and Treasurer roles alongside his existing position as Chief Strategy & Operations Officer. The leadership change centralizes financial, strategy, and operations responsibilities under a single executive. This kind of leadership reshuffle is one piece of a broader story about how companies think about capital allocation and income...
NasdaqGM:REFI
NasdaqGM:REFIMortgage REITs

Chicago Atlantic Real Estate Finance (REFI) Stock Yield Strains Under Dividend Coverage Gap

Chicago Atlantic Real Estate Finance shares barely moved after earnings, slipping only 0.05% to about US$10.23. For a stock tied to high yield cannabis credit, that calm response sits at odds with what really jumped off the page. The headline is not revenue or basic earnings per share. It is the squeeze between very high dividends and the cash needed to support them. Distributable earnings per share came in at US$0.44 while the declared dividend was US$0.47. That gap, alongside already...
NasdaqGS:ALKT
NasdaqGS:ALKTSoftware

Is Alkami Technology (ALKT) Cheap Following Earnings Guidance And New Partnerships?

Why Alkami Technology Stock Is Back in Focus Alkami Technology (ALKT) is drawing fresh attention after reporting second quarter results, issuing new revenue guidance, and announcing data focused partnerships with Arkatechture and Plaid that expand its digital banking offering. See our latest analysis for Alkami Technology. Alkami Technology's recent earnings, guidance and new data partnerships have coincided with building momentum in the share price, with a 30 day share price return of 14.29%...
NasdaqGM:HPK
NasdaqGM:HPKOil and Gas

HighPeak Energy (HPK) Stock Can Profit Momentum Outrun Debt Pressure

HighPeak Energy shares have quietly climbed, up about 4% today and more than 20% over the past month, as investors reassess a stock that has been priced for trouble. The tension is simple: the market still sees a highly discounted, volatile small cap, while the latest quarter shows an oil producer that just reported solid profits and cash generation. The headline is the earnings swing. HighPeak Energy moved from a loss in recent quarters to Q2 basic earnings per share of about US$0.60 on...
NasdaqGM:APPN
NasdaqGM:APPNSoftware

Is Appian’s (APPN) AI-Fueled Revenue Outlook Reframing Its Path to Profitability?

In the second quarter of 2026, Appian Corporation reported revenue of US$203.26 million, up from US$170.64 million a year earlier, while net loss widened to US$11.82 million and basic loss per share from continuing operations was US$0.16. At the same time, Appian raised its 2026 revenue outlook and highlighted strengthening demand for its AI-powered automation platform, and also partnered with Synechron to launch an Open Underwriting Stack aimed at speeding insurers’ underwriting...