U.S. Construction Stock News

NYSE:WAB
NYSE:WABMachinery

Westinghouse Air Brake Technologies (WAB) Rallies On Rail Growth Hopes, Is It Still 9% Undervalued?

Recent Performance Context for Westinghouse Air Brake Technologies Stock Westinghouse Air Brake Technologies (WAB) has drawn fresh investor attention as the stock’s recent performance outpaced its longer term track record, with shares up about 14% over the past month and roughly 11% over the past 3 months. See our latest analysis for Westinghouse Air Brake Technologies. At a latest share price of $295.23, Westinghouse Air Brake Technologies has seen momentum build, with a 30 day share price...
NYSE:NSC
NYSE:NSCTransportation

Norfolk Southern (NSC) Extends Its Rally, Is The Stock Fairly Valued?

Norfolk Southern (NSC) has drawn investor attention after its shares closed at $342.46 on 6 August 2026. The move comes alongside updated return figures that highlight how the stock has behaved over multiple timeframes. See our latest analysis for Norfolk Southern. Norfolk Southern has been in an upswing, with a 30 day share price return of 6.11% and an 18.98% year to date share price return, while the 1 year total shareholder return of 24.25% and 3 year total shareholder return of 67.78%...
NasdaqGS:CGON
NasdaqGS:CGONBiotechs

How Investors Are Reacting To CG Oncology (CGON) Wider Quarterly Loss Amid Promising Phase 3 Bladder Cancer Data

CG Oncology, Inc. recently reported second-quarter 2026 results, generating US$1.16 million in revenue while recording a net loss of US$79.06 million, widening its per-share loss from continuing operations to US$0.90. Alongside these weaker earnings, the company is advancing cretostimogene grenadenorepvec for non-muscle invasive bladder cancer, backed by Phase 3 BOND-003 data published in The Lancet Oncology that met its primary endpoint and highlighted durable responses with a favorable...
NYSE:HG
NYSE:HGInsurance

How Rising Revenue but Softer Profitability and Buybacks Will Impact Hamilton Insurance Group (HG) Investors

Hamilton Insurance Group, Ltd. has released its second-quarter 2026 results, showing revenue rising to US$839.58 million from US$740.77 million a year earlier, while quarterly net income declined to US$143.78 million and diluted earnings per share from continuing operations eased to US$1.42. Over the first half of 2026, Hamilton grew revenue to US$1.60 billion and modestly increased net income to US$277.32 million, while completing a US$206.91 million buyback program that retired 8.44% of...
NYSE:VOYA
NYSE:VOYADiversified Financial

TOMS Capital’s No-Confidence Push And Strategic Review Demands Could Be A Game Changer For Voya (VOYA)

On August 6, 2026, TOMS Capital Investment Management filed a definitive proxy statement and launched a no-confidence campaign against Voya Financial’s board and management, criticizing acquisitions, stop-loss underwriting performance, execution against targets, and resistance to exploring strategic alternatives despite reported informal interest from multiple parties. TCIM’s push for a shareholder vote on a non-binding no-confidence resolution, combined with its call for a public strategic...
NasdaqGS:EEFT
NasdaqGS:EEFTDiversified Financial

Does Euronet’s Peru SaaS Deal And Share Shelf Filing Reframe Its Software-Led Payments Story (EEFT)?

On 4 August 2026, Euronet Worldwide, Inc. announced a multi-year SaaS agreement with Unibanca to deploy its CoreCard modern credit issuing platform across Peru, while also filing a US$152.08 million shelf registration for 2,070,000 common shares linked to an ESOP offering and reporting softer year-on-year quarterly earnings. The Unibanca partnership highlights how Euronet is using its CoreCard acquisition to extend modern issuing technology into Latin America, reinforcing its push toward...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

F5 (FFIV) Is Up 6.3% After Launching NVIDIA-Powered AI Guardrails Suite For Enterprise Security

In late July 2026, F5, Inc. introduced F5 AI Guardrails integrated with NVIDIA NeMo Guardrails, an AI-native security layer that centrally inspects prompts and large language model responses to enforce enterprise policies across AI applications without changing underlying code. This move, alongside F5’s stronger third-quarter results, higher full-year 2026 revenue growth outlook, and new fourth-quarter revenue guidance, highlights how AI-focused security offerings are increasingly...
NYSE:CRL
NYSE:CRLLife Sciences

Charles River (CRL) Lifts Adjusted EPS Outlook After DSA Beat and Divestiture Hit Has The Bull Case Changed?

Earlier this week, Charles River Laboratories International reported second-quarter 2026 results with revenue of US$1,004.08 million and a small net loss of US$1.48 million, while cutting its 2026 GAAP EPS guidance to US$3.05–US$3.35 per share due to divestiture-related losses. Despite the GAAP loss and lower EPS guidance, the company raised its full-year adjusted earnings outlook after non-GAAP results beat expectations, highlighting strong momentum and margin potential in its Discovery and...
NYSE:NEM
NYSE:NEMMetals and Mining

Newmont (NEM) Stock May Be 16% Undervalued With Cash Flow In Focus

Newmont stock has delivered a very strong 182.7% return over the past 3 years, while both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the shares trading below what those models suggest is a fair price. The 182.7% return over 3 years sets a high bar for Newmont, so any valuation gap now matters more for investors deciding whether to add fresh capital. Newmont's intrinsic value depends heavily on how reliably it can convert its asset base...
NasdaqGS:LIN
NasdaqGS:LINChemicals

Will Linde’s (LIN) Billion-Dollar Chip Gas Bet and Payouts Recast Its Margin Narrative?

Linde plc recently reported its second-quarter 2026 results, with sales rising to US$9,289 million and net income to US$1,928 million, alongside continued share repurchases, a US$1.60 quarterly dividend declaration, and the rejection of a shareholder proposal on renewable electricity procurement. The company also secured a major long-term agreement to supply ultra-high-purity gases to a leading semiconductor manufacturer, underpinning a US$1.00 billion expansion in Phoenix and about US$0.80...
NasdaqCM:EOSE
NasdaqCM:EOSEElectrical

Eos Energy (EOSE) Stock Looks Overvalued As 75% Three Year Gain Continues

Eos Energy Enterprises stock has delivered a strong 75.1% gain over the past three years, yet its current checks and market multiples point to a company that does not clearly stand out as either cheap or expensive on valuation alone. The 75.1% share price gain over three years shows that longer term holders have been rewarded despite more recent weakness. The expanding order backlog, including new contracts in energy storage for critical infrastructure, can support expectations for future...
NasdaqGS:CDW
NasdaqGS:CDWElectronic

CDW (CDW) Sets Up CFO Transition As Albert Miralles Plans 2027 Retirement

CDW (NasdaqGS:CDW) has announced that Chief Financial Officer Albert J. Miralles plans to retire in 2027 following an orderly transition. Miralles will remain CFO until a successor is appointed, then continue supporting the handover as an executive advisor through 2028. The planned CFO succession is intended to support continuity in CDW's financial leadership and long term management planning. For investors watching leadership changes at CDW and other mature companies, this kind of planned...
NYSE:HP
NYSE:HPEnergy Services

Why Helmerich & Payne (HP) Is Up 9.8% After Q3 Profit Return And Beetaloo Basin FlexRig Deal

Helmerich & Payne recently reported third-quarter 2026 results showing US$1,034.86 million in revenue with a return to profitability, and Formentera Partners announced a long-term contract with H&P to deploy a high-spec FlexRig to support multi-year drilling in Australia’s Beetaloo Basin from 2027. Together, the earnings beat and the Beetaloo Basin contract highlight both improving operational performance and growing international demand for H&P’s advanced rig technology and...
NYSE:ARE
NYSE:AREHealth Care REITs

Alexandria Real Estate Equities (ARE) Stock Still Looks Like A Bargain

Alexandria Real Estate Equities has seen its share price fall sharply over the past few years, yet current valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach both suggest the stock may now be trading at a discount to its underlying cash flow potential. Over the last 5 years, Alexandria Real Estate Equities has declined about 70%, which puts recent sentiment and current pricing under clear pressure. Progress on initiatives such as the precision...
NasdaqGS:BLMN
NasdaqGS:BLMNHospitality

Is Bloomin' Brands (BLMN) Cheap Following Its Earnings Beat And Higher 2026 Guidance?

Why the latest Bloomin' Brands earnings matter Bloomin' Brands (BLMN) moved into focus after second quarter 2026 results topped analyst expectations on both earnings and revenue, and management raised full year earnings guidance while reporting positive comparable restaurant sales across major brands. See our latest analysis for Bloomin' Brands. The latest move from Bloomin' Brands comes after a sharp run up in the stock, with a 70.53% year to date share price return and a 64.61% total...
NYSEAM:IE
NYSEAM:IEMetals and Mining

Is Ivanhoe Electric's (IE) New Santa Cruz Operations Team a Turning Point for Execution Risk?

Ivanhoe Electric has announced the appointment of mining veterans Michelle Lammers as Chief Operating Officer and Daniel Worthy as Senior Vice President, Operations and General Manager for the Santa Cruz Copper Project in Arizona, with both roles effective from September 1, 2026. The move signals a clear push to strengthen operational leadership around the Santa Cruz Copper Project by bringing in executives with deep experience running large, complex North American mining operations. Next,...
NasdaqGS:NBTB
NasdaqGS:NBTBBanks

Is NBT Bancorp (NBTB) A Bargain As Higher Earnings And Dividend Growth Lift Interest?

Why NBT Bancorp Stock Is In Focus After Its Latest Quarter NBT Bancorp (NBTB) has drawn fresh attention after reporting higher net interest income and net income for the second quarter of 2026, alongside a larger cash dividend and continued share buybacks. See our latest analysis for NBT Bancorp. The latest earnings, higher dividend and ongoing buybacks come against a strong backdrop for NBT Bancorp, with the share price at $52.91 and a year to date share price return of 27.22%, while the 1...
NasdaqGM:MIRM
NasdaqGM:MIRMBiotechs

Mirum Pharmaceuticals (MIRM) Stock Sinks As Losses Deepen Despite Higher Guidance

Mirum Pharmaceuticals came into this earnings season with a bruised stock, down over 26% in the past month, and the selloff accelerated today with an 11% slide to about US$94. Yet the headline from Q2 is not collapse but commercial heft. Net product sales reached US$176.2m and management lifted full year 2026 sales guidance to a range of US$680m to US$700m. The catch sits on the income statement. Mirum reported a quarterly net loss of US$67.2m and basic earnings per share of US$1.06 in the...
NYSE:OKE
NYSE:OKEOil and Gas

How Investors May Respond To ONEOK (OKE) Raising 2026 Guidance and Launching US$1 Billion Stock Offering

In early August 2026, ONEOK, Inc. reported second-quarter 2026 results showing higher revenue of US$12.05 billion and net income of US$966 million year on year, raised its 2026 net income and EPS guidance, and filed for a US$1.00 billion at-the-market follow-on common stock offering. The guidance increase, supported by higher natural gas liquids and refined-products volumes plus tax benefits and new infrastructure capacity, highlights how ONEOK is leaning on project execution and balance...
NasdaqCM:VKTX
NasdaqCM:VKTXBiotechs

Viking Therapeutics (VKTX) Raises Fresh Capital After Wider Losses, Is It Still Undervalued?

Viking Therapeutics (VKTX) is back in focus after reporting wider second quarter losses alongside a series of at the market equity offerings and a new universal shelf registration that increase its funding flexibility. See our latest analysis for Viking Therapeutics. Viking Therapeutics' share price has eased in the short term, with a 30 day share price return down 21%, while the 3 year total shareholder return of about 124% and 5 year total shareholder return above 7x show a very strong...
NYSE:PSX
NYSE:PSXOil and Gas

Phillips 66 (PSX) Posted Strong Q2 Earnings, Does It Look Fully Valued?

Phillips 66 (PSX) is back in focus after reporting second quarter 2026 earnings on 5 August, with revenue of US$52.0b and net income of US$3.8b from continuing operations. See our latest analysis for Phillips 66. The strong Q2 2026 report, a US$10b increase in the share repurchase authorization announced on 31 July, and new gas and NGL projects in Texas have coincided with a 57.40% year to date share price return and a 233.47% five year total shareholder return. This suggests momentum has...
NYSE:CNP
NYSE:CNPIntegrated Utilities

CenterPoint Energy (CNP) Stock Looks Pricey After A 72% Five Year Return

CenterPoint Energy stock has delivered a strong 72.5% total return over the past five years. However, the low value score and an intrinsic value estimate that points to a premium price suggest the shares may no longer be an obvious bargain at around US$40.67. Over five years, CenterPoint Energy has returned 72.5%. This puts more pressure on today’s buyers to be confident about what they are paying for. Expected load growth in Texas, including large power demands from data centers, can...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

What Could New Jersey’s Antitrust Lawsuit Mean For Amazon.com (AMZN)?

Amazon.com (NasdaqGS:AMZN) is facing a major antitrust lawsuit from the New Jersey Attorney General that targets its delivery contractor model and alleged suppression of driver wages. The complaint focuses on Amazon's nationwide labor practices in its delivery network and claims the company restricts competition for drivers' services. The case adds fresh legal scrutiny to Amazon's role in the US delivery sector and raises questions about potential changes to its contractor based logistics...
NYSE:LYV
NYSE:LYVEntertainment

The Bull Case For Live Nation Entertainment (LYV) Could Change Following A Profit-Rebound Second Quarter Performance

Live Nation Entertainment, Inc. reported its second-quarter 2026 results, with sales rising to US$7,666.86 million and net income to US$294.45 million, compared with US$7,006.64 million and US$243.41 million a year earlier. Despite a net loss of US$94.66 million for the first half of 2026, the sharp improvement in quarterly earnings per share from US$0.41 to US$1.05 highlights how current operating performance contrasts with weaker earlier periods. We’ll now examine how this stronger...