U.S. Construction Stock News

NYSE:JPM
NYSE:JPMBanks

JPMorgan Chase (JPM) Warns The Dollar Could Lose Reserve Currency Status

JPMorgan Chase (NYSE:JPM) CEO Jamie Dimon warned that the U.S. dollar could face pressure on its reserve currency role if the country loses its economic and military edge. Dimon linked this risk to long term U.S. competitiveness and referenced JPMorgan's US$1.5t Security and Resiliency Initiative focused on manufacturing, energy, and defense supply chains. JPMorgan announced it will become the first global banking partner of the Olympic Games, securing an exclusive sponsorship aimed at...
NYSE:MP
NYSE:MPMetals and Mining

MP Materials (MP) Earnings Beat Brings Its Valuation Story Back Into Focus

Why MP Materials Stock Is Back in Focus After Q2 Earnings MP Materials (MP) is back on investors radar after Q2 2026 results showed higher sales, a reduced net loss and fresh commercial wins in rare earth materials tied to U.S. defense demand. See our latest analysis for MP Materials. MP Materials shares have climbed 16.37% over the past week and 5.80% over the past month, yet the 1 year total shareholder return is still down 26.30% while the 3 year total shareholder return is up more than...
NYSE:COMP
NYSE:COMPReal Estate

Compass (COMP) Rallies On Strong Results As The Valuation Debate Heats Up

Compass (COMP) is back in focus after reporting second quarter 2026 results, with revenue of $4.31b and net income of $92m, alongside fresh third quarter revenue guidance of $3.85b to $4.05b. See our latest analysis for Compass. Compass shares have shown strong momentum around these results, with a 90 day share price return of 56.28% and a 1 year total shareholder return of 49.82%, although the 5 year total shareholder return remains down 21.13%. If you are weighing Compass alongside other...
NasdaqGS:NTNX
NasdaqGS:NTNXSoftware

Can Nutanix (NTNX) Stay Below Fair Value With Rich Earnings?

Nutanix stock has delivered a strong 112.6% return over the past three years, yet its valuation signals are split. The Discounted Cash Flow (DCF) intrinsic value estimate points to upside, while market multiples suggest the shares are on the expensive side and the broader checks also lean cautious. Over the last 3 years Nutanix has returned 112.6%, which puts recent share price strength front and center for anyone thinking about entry points today. Expectations for Nutanix to keep converting...
NYSE:BE
NYSE:BEElectrical

Bloom Energy (BE) Stock Trades At A Cash Flow Discount And A Sales Premium

Bloom Energy stock is coming off a very strong three year run, yet its valuation signals are split. The Discounted Cash Flow (DCF) intrinsic value estimate points to a large implied discount, while market based multiples and a low value score suggest the shares are not a clear bargain. Bloom Energy has delivered a very large return over the past three years, which raises the bar for what the current share price needs to be supported by. Expectations around fuel cell deployments for AI and...
NasdaqGS:SIMO
NasdaqGS:SIMOSemiconductor

Silicon Motion Technology (SIMO) Upsized Convertible Notes, Is It Still A Bargain?

Silicon Motion Technology (SIMO) is back in focus after announcing and then upsizing a zero coupon convertible senior notes offering to US$1b due 2031. This move was followed by an immediate share price drop. See our latest analysis for Silicon Motion Technology. Across the past month Silicon Motion Technology’s share price has fallen 31.36%, including a 16.57% decline over the last week and a 2.87% drop in the latest session, as investors factor in potential dilution and changing risk around...
NYSE:SITE
NYSE:SITETrade Distributors

Is SiteOne Landscape Supply (SITE) Undervalued Following Strong Q2 Results And Deal Activity?

Why SiteOne’s latest earnings and deal activity matter for investors SiteOne Landscape Supply (SITE) released second quarter results on July 29, 2026 that showed higher sales and net income compared with a year earlier, alongside active share repurchases and ongoing acquisition efforts. That mix of earnings momentum, capital returns, and expansion through deals gives you several angles to assess the stock. It also helps explain why investor attention around SiteOne has picked up in recent...
NasdaqGS:ATRO
NasdaqGS:ATROAerospace & Defense

Does Record Backlog and Raised Guidance Change The Bull Case For Astronics (ATRO)?

Astronics Corporation recently reported past second-quarter 2026 results with sales of US$259.96 million and net income of US$35.06 million, sharply higher than a year earlier and accompanied by raised full-year revenue guidance above US$1 billion. The quarter also delivered record bookings of US$306 million and a backlog of US$780.5 million, giving the company unusually strong visibility into future demand across its aerospace and defense programs. Next, we’ll examine how Astronics’ record...
NYSE:CDE
NYSE:CDEMetals and Mining

Is Coeur Mining (CDE) Undervalued After Record Gold Production And Strong Q2 Results?

Coeur Mining (CDE) is back in focus after reporting record second quarter gold production, alongside sharply higher sales and net income, while also issuing updated full year 2026 production guidance for gold, silver, and copper. See our latest analysis for Coeur Mining. Coeur Mining’s recent production and earnings update comes after a period of mixed share price momentum, with a 16.3% 1 month share price return and a 5.9% year to date gain, but a 3 month share price pullback of 5.9%. Over...
NasdaqGS:EXTR
NasdaqGS:EXTRCommunications

Extreme Networks (EXTR) Could Be 26% Undervalued As Earnings And Guidance Reset Views

Extreme Networks (EXTR) just packed several updates into early August 2026, including new earnings and guidance, a completed share repurchase tranche, and a refreshed revolving credit facility with JPMorgan and other lenders. See our latest analysis for Extreme Networks. At a share price of $23.90, Extreme Networks has seen a sharp 7 day share price return decline of 26.10% and a 30 day share price return decline of 29.10%. However, the year to date share price return is 44.50% and the 5 year...
NasdaqGS:BOKF
NasdaqGS:BOKFBanks

BOK Financial (BOKF) Could Be 3% Undervalued As Dividend Holds Steady

BOK Financial (BOKF) recently affirmed a quarterly dividend of US$0.63 per share, payable on 2 September 2026. The ex dividend date and record date are both set for 19 August 2026. See our latest analysis for BOK Financial. The latest dividend affirmation comes as BOK Financial trades at US$144.03, with a 30 day share price return of 3.85% and a 90 day share price return of 13.47%. Over longer periods, total shareholder return stands at 40.80% over 1 year and 85.50% over 5 years, which...
NYSE:HUBS
NYSE:HUBSSoftware

Is HubSpot (HUBS) A Bargain After Earnings, Guidance, And Its AI Board Appointment?

Why HubSpot’s latest earnings and guidance matter HubSpot (HUBS) has drawn fresh attention after reporting second quarter results that showed higher revenue and a move to profitability, alongside updated guidance and a new AI focused board appointment. The company reported second quarter revenue of US$911.74 million compared with US$760.87 million a year earlier. Net income was US$43.34 million, compared with a net loss of US$3.26 million in the prior year period. Basic and diluted earnings...
NYSE:NEM
NYSE:NEMMetals and Mining

Newmont (NEM) Resolved Nevada Gold Mines Disputes

Newmont (NYSE:NEM) and Barrick resolved all outstanding disputes related to the Nevada Gold Mines joint venture. The companies agreed to contribute previously excluded key properties into Nevada Gold Mines under a new operating and governance framework. Newmont consented to Barrick's proposed IPO of its North American gold assets, adding a new dimension to their partnership. For readers looking to compare this move by Newmont with other gold producers and operators, the next place to look...
NYSE:VRT
NYSE:VRTElectrical

Vertiv Holdings Co (VRT) Raised Guidance, Is The Stock Still A Bargain?

Vertiv Holdings Co (VRT) just released second quarter 2026 results and raised both third quarter and full year guidance, tying its outlook closely to continued demand from AI focused data centers. See our latest analysis for Vertiv Holdings Co. Vertiv Holdings Co shares have climbed sharply over the year, with a year to date share price return of 60.47% and a 1 year total shareholder return of 96.30%. This comes even after a recent 30 day share price pullback of 11.62% and a 90 day share...
NYSE:CW
NYSE:CWAerospace & Defense

Curtiss Wright (CW) Expands Buybacks After Earnings, Is The Stock Still Cheap?

Why Curtiss-Wright’s expanded buyback is drawing fresh attention Curtiss-Wright (CW) has put its share repurchase activity back in focus after earnings, authorizing an additional US$100 million in buybacks for 2026 and moving to execute a larger 10b5-1 tranche. See our latest analysis for Curtiss-Wright. Curtiss-Wright’s latest buyback expansion comes after a strong run, with the share price up 23.34% year to date and a 1-year total shareholder return of 40.95%. This is despite the 30-day...
NYSE:JBL
NYSE:JBLElectronic

Why Is Jabil (JBL) Drawing Fresh Attention For Its AI Growth Outlook?

UBS Securities upgraded Jabil (NYSE:JBL) to buy, citing a multiyear AI driven growth cycle with potential for significant revenue and margin expansion. The firm pointed to Jabil's AI related revenue outlook and capacity expansion, including projects in Croatia, as key supports for its thesis. UBS also highlighted Jabil's push into automation markets as an additional driver for both top line and operating margin growth. Consider widening your watchlist to other companies tied to AI...
NasdaqGS:TEAM
NasdaqGS:TEAMSoftware

Atlassian Stock And 2 AI Infrastructure Shares With High Insider Ownership

Global bond yields have been moving as investors react to higher oil prices and renewed inflation worries. That kind of backdrop keeps attention on companies that can grow through changing rate expectations, especially when management teams have meaningful skin in the game. Fast Growing Stocks With High Insider Ownership can help you focus on those businesses. This article highlights three stocks from that screener to put on your watchlist. The stocks below are just a starting sample, while...
NYSE:GENI
NYSE:GENIHospitality

Raised Guidance and Prediction-Market Deals Could Be A Game Changer For Genius Sports (GENI)

In early August 2026, Genius Sports reported second-quarter 2026 results showing US$195.5 million in sales and a wider net loss of US$76.73 million, while also issuing third-quarter revenue guidance of about US$260 million and raising its full-year 2026 revenue outlook to US$1.005 billion–US$1.025 billion. Alongside these figures, Genius Sports announced new agreements with Kalshi and Polymarket to supply official sports data, streaming, marketing, and integrity services, tying its...
NYSE:GLW
NYSE:GLWElectronic

Corning (GLW) Stock Looks Rich Relative To Fair Value

Corning stock has delivered a very large 3 year gain while the valuation checks are split, with the Discounted Cash Flow (DCF) estimate pointing to upside relative to the current share price and the market multiples suggesting the stock now trades at a premium. Corning is up about 4.4x over the past 3 years, which puts extra focus on whether recent buyers are paying above the company’s underlying value. Fresh attention on U.S. semiconductor and data infrastructure, including recent policy...
NYSE:HTGC
NYSE:HTGCCapital Markets

Hercules Capital (HTGC) Could Be 14% Below Fair Value As Earnings And Dividend Draw Focus

Hercules Capital earnings and dividend get investor attention Hercules Capital (HTGC) recently reported second quarter and first half 2026 results alongside a new cash dividend, a combination that has put the stock on many income focused investors’ watchlists. See our latest analysis for Hercules Capital. At a share price of US$16.67, Hercules Capital has seen short term share price pressure with a 1 day decline of 2.91%. However, the 3 month share price return of 5.11% and 5 year total...
NYSE:BJ
NYSE:BJConsumer Retailing

Is BJ's Wholesale Club Holdings (BJ) Stock Still Undervalued?

BJ's Wholesale Club Holdings has delivered a 78.1% total return over the past five years, yet its current share price of US$93.96 sits at a sizeable discount to an intrinsic value estimate based on a Discounted Cash Flow (DCF) model, with market multiples pointing in the same direction. The 78.1% return over five years suggests BJ's Wholesale Club Holdings has already rewarded patient shareholders, which makes the current valuation gap more striking. Expectations that the company can...
NYSE:PAG
NYSE:PAGSpecialty Retail

Penske Automotive Group (PAG) Stock Stays Near Fair Value After 182% Run

Penske Automotive Group stock has delivered a strong 182.4% total return over the past 5 years, yet the broader valuation checks suggest it no longer looks like an obvious bargain at current levels. At the same time, investors are weighing solid recent share price performance against questions over how much upside is left around the proposed US$210 per share take private offer. The 182.4% return over 5 years points to a stock that has already rewarded long term holders, which naturally...
NYSE:SYK
NYSE:SYKMedical Equipment

Stryker (SYK) Stock Looks Fairly Valued As Its 37% Run Ages

Stryker stock has delivered a 37.0% gain over the past five years, yet the latest valuation checks suggest it is not an obvious bargain, even as an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach points to some upside versus the current share price. With the shares recently closing at US$348.15 and the company working through the financial impact of a cyberattack and order backlog, investors are now weighing a mixed valuation picture. Stryker’s 37.0% return over five...
NasdaqGS:HON
NasdaqGS:HONIndustrials

Is Honeywell (HON) Recalibrating Its Post-Spinoff Story After Honeywell Aerospace’s Lowered 2026 Guidance?

Honeywell International recently presented at Deutsche Bank’s Chicago Industrials Summit, where CFO Mike Stepniak addressed investors, following Honeywell Aerospace’s earlier Q2 2026 update showing higher sales but lower adjusted earnings and reduced full-year guidance. The combination of mixed earnings and a weaker outlook for Honeywell Aerospace has sharpened attention on how the post-separation businesses may balance growth, profitability, and capital allocation priorities. We’ll now...