U.S. Construction Stock News

NYSE:ELF
NYSE:ELFPersonal Products

Assessing e.l.f. Beauty (ELF) Valuation After Strong Earnings Beat And Raised Full Year Guidance

e.l.f. Beauty (ELF) just delivered a quarter that beat expectations, raised its full year outlook, and highlighted strong demand for its Rhode brand, a mix that has clearly caught investors’ attention. See our latest analysis for e.l.f. Beauty. The latest earnings and guidance upgrade landed alongside a sharp 1 day share price return of 9.65%, which stands in contrast to the 1 month share price return of a 5.52% decline and a more moderate 1 year total shareholder return of 11.64%. This...
NasdaqGS:MDLZ
NasdaqGS:MDLZFood

Is Mondelez International (MDLZ) Offering Value After Recent Share Price Strength

If you are wondering whether Mondelez International is fairly priced or offering value right now, you are not alone. The stock is on many income and defensively minded watchlists. The share price last closed at US$62.59, with returns of 4.3% over 7 days, 9.4% over 30 days, 16.7% year to date, 6.2% over 1 year, 1.5% over 3 years and 30.7% over 5 years. This gives you a sense of how the market has treated the stock over different time frames. Recent coverage of Mondelez has focused on its...
NasdaqGS:SSNC
NasdaqGS:SSNCProfessional Services

Is It Time To Reassess SS&C Technologies (SSNC) After Recent Share Price Weakness

If you are wondering whether SS&C Technologies Holdings is starting to look interesting at its current price, this article will help you make sense of what you are really paying for. The stock recently closed at US$72.09, with returns of a 6.8% decline over 7 days, a 16.2% decline over 30 days, a 15.9% decline year to date, and a 17.7% decline over 1 year, compared with gains of 21.8% over 3 years and 15.7% over 5 years. These moves sit against a backdrop of ongoing attention on SS&C's role...
NYSE:KRC
NYSE:KRCOffice REITs

Kilroy Realty Weighs Dividend Tradition Against Cash Flow And Valuation

Kilroy Realty, NYSE:KRC, is paying dividends that exceed its free cash flow, raising questions about how long its 27 year payout streak can continue. The company is relying on debt or asset sales to fund the dividend, even as it reports solid leasing activity and continues reshaping its portfolio. Income focused investors are watching the elevated payout ratio and tighter capital markets as key factors for future dividend decisions. For investors following Kilroy Realty at a share price of...
NYSE:HG
NYSE:HGInsurance

A Look At Hamilton Insurance Group (HG) Valuation As Analyst Optimism Builds Ahead Of Earnings

Compliance leadership change and why it matters for shareholders Hamilton Insurance Group (HG) recently promoted Moussa Thiam to Group Head of Compliance, a move that ties directly into how the company manages regulatory risk across its global underwriting platforms. See our latest analysis for Hamilton Insurance Group. Hamilton Insurance Group’s recent executive moves come as the share price trades at US$30.91, with a 30 day share price return of 16.86% and a 1 year total shareholder return...
NYSE:AI
NYSE:AISoftware

Is C3.ai’s (AI) Vonage-Powered Field Services Push A Quiet Test Of Its Platform Strategy?

In February 2026, Vonage, part of Ericsson, announced a collaboration with C3.ai to launch C3 AI Field Services, an AI-first module within C3.ai’s Asset Performance Suite that integrates Vonage’s voice, video, and network APIs to support complex, mobile field operations. The deal is important because it pairs C3.ai’s agent-based enterprise AI with carrier-grade network intelligence, aiming to give frontline technicians real-time guidance, reliable connectivity, and streamlined knowledge...
NYSE:EPD
NYSE:EPDOil and Gas

Why Enterprise Products Partners (EPD) Is Up 6.6% After Record Volumes, Buybacks And Distribution Hike

In early February 2026, Enterprise Products Partners L.P. reported fourth-quarter 2025 sales of US$13,793 million and net income of US$1,644 million, alongside completing US$1.44 billions of buybacks under its long-running repurchase program. The partnership also lifted its quarterly distribution by 3.6% for the 27th consecutive year of growth, underscoring its emphasis on returning cash to unitholders while maintaining strong midstream operating volumes. Now we’ll examine how this...
NasdaqGS:PSKY
NasdaqGS:PSKYMedia

Paramount Skydance Hostile Bid For Warner Bros. Puts Valuation In Focus

Paramount Skydance (NasdaqGS:PSKY) has launched a hostile, fully financed bid to acquire Warner Bros. Discovery. The offer includes added shareholder protections, a ticking fee to address regulatory delays, and funding for a large termination fee. The move directly challenges a competing merger proposal involving Warner Bros. Discovery and Netflix. For investors watching NasdaqGS:PSKY, this bid comes against a backdrop of weak recent share performance. The stock closed at $10.32, with...
NYSE:ARES
NYSE:ARESCapital Markets

Is Ares Management (ARES) Stock’s Recent Slide Creating A Long Term Opportunity?

Wondering if Ares Management at around US$133.88 is starting to look appealing, or if the recent volatility is a warning sign for value focused investors like you? The stock has climbed 2.6% over the last 7 days, but that sits against a 21.2% decline over 30 days, a 19.5% drop year to date and a 26.1% decline over the past year. This is despite 3 year and 5 year returns of 75.4% and 201.9% respectively. These moves come as Ares Management continues to sit in the spotlight as a major...
NYSE:GLW
NYSE:GLWElectronic

Corning Meta Fiber Deal Puts AI Data Center Growth In Focus

Corning (NYSE:GLW) signs a multiyear US$6b fiber optic supply contract with Meta for AI data center projects. The agreement includes plans to support Meta's growing AI infrastructure requirements over several years. Corning announces international capacity growth, including a new fiber manufacturing facility in India. For you as an investor, this deal places Corning's optical communications business squarely in the middle of AI data center build outs. The company has long been known for...
NYSE:DINO
NYSE:DINOOil and Gas

Will HF Sinclair’s (DINO) Industrial Oils Unlimited Deal Reshape Its Non‑Refining Expansion Narrative?

HF Sinclair recently completed its acquisition of Industrial Oils Unlimited, a U.S. manufacturer of industrial lubricants and specialty fluids, expanding its lubricants offering across the country. This move highlights HF Sinclair’s continuing push to grow its non-refining businesses through smaller bolt-on deals that build out higher-margin product lines. We’ll now examine how the Industrial Oils Unlimited acquisition may influence HF Sinclair’s existing investment narrative around...
NYSE:TDY
NYSE:TDYElectronic

Is It Too Late To Consider Teledyne Technologies (TDY) After A 35% One Year Rally?

If you are wondering whether Teledyne Technologies at around US$660 per share still offers value, looking closely at how the current price lines up with fundamentals can help frame that question. The stock has logged returns of 2.0% over the last week, 17.4% over the last month, 27.3% year to date and 34.8% over the past year, which naturally raises questions about how much of the story is already reflected in the price. Recent coverage has focused on Teledyne Technologies as a diversified...
NYSE:KO
NYSE:KOBeverage

Coca-Cola (KO) Valuation Check After Mixed Earnings, Slower 2026 Growth Outlook And CEO Transition

Coca-Cola (KO) has just wrapped up a quarterly update that combined softer than expected sales with better than expected profit, along with slower 2026 growth guidance and a CEO transition to Henrique Braun. See our latest analysis for Coca-Cola. Despite the mixed earnings reaction, Coca-Cola’s recent 10.1% 1 month share price return and 13.8% year to date share price return suggest improving momentum. Its 5 year total shareholder return of 82.5% shows how patient holders have been rewarded...
NYSE:XPRO
NYSE:XPROEnergy Services

Assessing Expro Group Holdings (XPRO) Valuation As Investor Interest Builds On Recent Share Performance

Why Expro Group Holdings (XPRO) is on investors' radar Expro Group Holdings (XPRO) has recently drawn attention after its shares closed at $16.33, prompting investors to recheck how its current valuation lines up with the company’s recent fundamentals. The company reports annual revenue of $1,661.811 million and net income of $68.948 million, with revenue growth reported at 0.21% and net income growth at 21.45%. These figures give you a starting point for thinking about how the business is...
NYSE:TKR
NYSE:TKRMachinery

Is It Too Late To Consider Timken (TKR) After Its Strong 1-Year Share Price Run?

If you are wondering whether Timken's current share price reflects its true worth, you are in the right place to unpack what the market may be implying about the stock. Timken recently closed at US$107.84, with returns of 1.7% over 7 days, 17.3% over 30 days, 25.0% year to date and 32.1% over 1 year. These figures can influence how investors view both its growth potential and risk. Recent coverage has focused on Timken as a capital goods player in the US industrial space and has highlighted...
NYSE:TDS
NYSE:TDSWireless Telecom

A Look At Telephone And Data Systems (TDS) Valuation As Investors Await First Post Transformation Earnings Report

Why this earnings report matters for Telephone and Data Systems Telephone and Data Systems (TDS) is set to report fourth quarter results, giving investors their first full look at the company as a focused fiber broadband and tower infrastructure business after last year’s divestiture. The update should provide details on how its fiber buildout is progressing, how Array Digital Infrastructure is contributing within the tower segment, and how management is approaching capital allocation between...
NasdaqGS:GEHC
NasdaqGS:GEHCMedical Equipment

Stronger Q4 Results And New Imaging Launches Could Be A Game Changer For GE HealthCare (GEHC)

In early February 2026, GE HealthCare reported fourth-quarter 2025 revenue of US$5,698 million and full-year 2025 revenue of US$20.63 billion, alongside a first-quarter 2026 cash dividend declaration of US$0.035 per share payable on May 15 to shareholders of record on April 3. At the same time, the company advanced its product and digital portfolio with FDA-cleared Allia Moveo imaging systems and the ReadyFix remote fleet management solution, aiming to support clinical workflow and device...
OTCPK:DIDI.Y
OTCPK:DIDI.YTransportation

DiDi Global (DIDI.Y) Is Down 6.4% After US Court Weighs US$740 Million Class Settlement

In February 2026, The Rosen Law Firm announced that a US court in New York certified a class action against DiDi Global and notified investors of a proposed US$740,000,000 settlement, with a hearing scheduled for June 16, 2026 to decide on its approval and related fee requests. This potential resolution of long-running US securities litigation could materially reshape DiDi Global’s legal overhang, cash obligations, and broader investor confidence. We will now assess how the proposed...
NYSE:CACI
NYSE:CACIProfessional Services

Is It Time To Reassess CACI International (CACI) After Recent Share Price Pullback?

If you are wondering whether CACI International is still good value after a strong run, looking at what you are paying for each dollar of business performance is a useful place to start. The stock closed at US$573.30, with returns of 69.4% over 1 year and 143.9% over 5 years. Over the past week and month the share price has declined 7.3% and 6.2% respectively, and year to date the share price is up 6.7%. Recent news around CACI International has focused on its role as a government services...
NasdaqGS:ADBE
NasdaqGS:ADBESoftware

Adobe (ADBE) Valuation Check As AI Disruption Fears And Analyst Downgrades Weigh On Sentiment

Adobe (ADBE) heads into its February 10 WEST Conference presentation in San Diego with investors focused on how management addresses generative AI fears, recent analyst downgrades, and the sharp pullback in software valuations. See our latest analysis for Adobe. Those AI worries have already hit the share price hard, with a 30 day share price return of 13.29% and a 90 day share price return of 20.28% decline, while the 1 year total shareholder return of 42.64% and 5 year total shareholder...
NYSE:AGX
NYSE:AGXConstruction

Is Argan (AGX) Quietly Becoming a Critical Enabler of AI-Driven Power Infrastructure?

In the past week, Argan reported increased investor interest as demand expectations rose for its energy infrastructure services supporting AI data centers, electrification, and power grid expansion. What stands out is how enthusiasm around AI-driven electricity needs and grid upgrades is sharpening focus on Argan’s role in large-scale energy projects. Next, we’ll examine how rising expectations for AI-related power and grid projects could influence Argan’s existing investment narrative. The...
NYSE:XYL
NYSE:XYLMachinery

Xylem (XYL) Is Down 9.9% After Dividend Hike And Softer 2026 Outlook – Has The Bull Case Changed?

In February 2026, Xylem Inc.’s board declared an 8% increase in its first-quarter dividend to US$0.43 per share, payable on March 24, 2026 to shareholders of record on February 24, 2026, alongside reporting full-year 2025 revenue of US$9.04 billion and net income of US$957 million. At the same time, Xylem issued cautious 2026 guidance, projecting reported revenue of about US$9.10 billion to US$9.20 billion and modest organic growth as it intentionally exits lower-margin business and faces...
NasdaqGS:CLBT
NasdaqGS:CLBTSoftware

Did Cellebrite’s 2026 Guidance and Forensics Acquisitions Just Recast CLBT’s SaaS Investment Narrative?

Cellebrite DI Ltd. recently reported its fourth-quarter and full-year 2025 results, with revenue rising to US$128.82 million for the quarter and US$475.68 million for the year, alongside guidance for 2026 calling for US$126 million–US$128 million in first‑quarter revenue and US$565 million–US$571 million for the full year. The company also closed the Corellium acquisition and moved to acquire SCG Canada, broadening its digital forensics reach into areas such as ARM device and drone analysis...