U.S. Construction Stock News

NasdaqGS:OPRT
NasdaqGS:OPRTConsumer Finance

Oportun Financial (OPRT) Earnings Turn To US$25.2 Million Profit Challenging Bearish Risk Narratives

Oportun Financial (OPRT) has wrapped up FY 2025 with fourth quarter revenue of US$189.8 million and basic EPS of US$0.07, alongside net income of US$3.4 million. Its trailing twelve month numbers sit at US$725.2 million in revenue and EPS of US$0.53 on net income of US$25.2 million. Over recent periods the company has seen quarterly revenue move between US$174.8 million and US$194.2 million, with basic EPS ranging from a loss of US$0.75 to a profit of US$0.21. This gives investors a clearer...
NYSE:HAE
NYSE:HAEMedical Equipment

Is Haemonetics (HAE) Offering A Compelling Entry Point After Prolonged Share Price Weakness

If you are wondering whether Haemonetics shares are quietly offering value at around US$63.32, you are not alone. Many investors are asking the same question right now. The stock is up 3.5% over the past week, although that sits against a 4.1% decline over 30 days, a 20.8% decline year to date, and a 3.3% decline over the past year, which may have reshaped how investors think about its risk and return profile. These returns also sit alongside a 18.8% decline over three years and a 47.3%...
NasdaqGS:EEFT
NasdaqGS:EEFTDiversified Financial

Euronet Worldwide (EEFT) Valuation After Strong Q4 Results And Major Share Buyback

Euronet Worldwide (EEFT) just reported its fourth quarter 2025 results, with sales and net income figures that support its recent completion of a large buyback totaling more than 15 million shares since 2022. See our latest analysis for Euronet Worldwide. Even with the recent buyback and solid fourth quarter, the share price has eased, with a 7 day share price return of 4.1% decline and a 1 year total shareholder return of 32.1% decline. This suggests sentiment is still cautious despite the...
NYSE:USPH
NYSE:USPHHealthcare

What U.S. Physical Therapy (USPH)'s New Hospital Alliance, Dividend Hike, and CFO Change Means For Shareholders

In February 2026, U.S. Physical Therapy reported fourth-quarter and full-year 2025 results showing higher revenue but lower quarterly net income, announced a 10-year alliance that will place ten subsidiary clinics into a local hospital system’s network, raised its quarterly dividend to US$0.46, and disclosed an upcoming CFO transition. Taken together, the new hospital partnership, dividend increase, and earnings mix highlight how U.S. Physical Therapy is balancing growth initiatives with...
NYSE:IRM
NYSE:IRMSpecialized REITs

Is It Too Late To Consider Iron Mountain (IRM) After Its Strong Multi Year Rally

If you are wondering whether Iron Mountain's current share price still offers value or if most of the upside is already reflected, you are not alone. This article is designed to help you frame that question clearly. The stock closed at US$108.33, with a 1.8% decline over the last 7 days, a 17.4% gain over 30 days, a 30.1% return year to date, a 20.5% return over 1 year, a 120.6% return over 3 years and a 273.5% return over 5 years. This gives important context before weighing up...
NYSE:VICI
NYSE:VICISpecialized REITs

Assessing VICI Properties (VICI) Valuation After Mixed Q4 Results And Continued Expansion

What VICI’s latest earnings tell you about the business VICI Properties (VICI) just released its fourth quarter and full year 2025 results, giving you an updated look at how this experiential REIT is funding its dividend, using its balance sheet, and pursuing growth. For the quarter ended December 31, 2025, VICI reported revenue of US$1,013.09 million versus US$976.05 million a year earlier, with net income of US$604.77 million compared with US$614.59 million. Basic and diluted earnings per...
NasdaqGS:BL
NasdaqGS:BLSoftware

BlackLine (BL) Valuation Check After Share Price Pullback And Mixed Growth Expectations

BlackLine stock: event as a valuation check-in BlackLine (BL) has drawn attention after a sharp pullback, with the share price around US$35.28 and negative returns over the past month and past 3 months prompting investors to reassess expectations and risks. See our latest analysis for BlackLine. That recent pullback sits on top of a weaker backdrop, with the 1 month share price return of 31.92% and year to date share price return of 34.40% declines lining up with a 1 year total shareholder...
NYSE:MBI
NYSE:MBIInsurance

MBIA (MBI) Loss Of US$50 Million Challenges Optimistic Margin Recovery Narrative

MBIA (MBI) has just closed out FY 2025 with fourth quarter revenue of US$13 million and a basic EPS loss of US$1.01, alongside net income from ongoing operations showing a loss of US$50 million. The company has seen quarterly revenue move from US$26 million in Q4 2024 through US$33 million and negative US$43 million in early 2024 to US$21 million, US$15 million, then US$13 million in 2025. Quarterly basic EPS has ranged from a loss of US$5.33 in Q2 2024 to losses of US$1.28, US$0.14 and...
NYSE:TDY
NYSE:TDYElectronic

Is It Too Late To Consider Teledyne Technologies (TDY) After Strong Recent Share Gains?

If you are wondering whether Teledyne Technologies at around US$681 per share still offers value, you are not alone; many investors are asking the same question right now. The stock has posted returns of 1.9% over 7 days, 9.8% over 30 days, 31.3% year to date and 32.2% over 1 year, which naturally raises questions about what is already priced in and how much risk you are taking on at this level. Recent news around Teledyne has focused on its role as a diversified technology company, with...
NYSE:GLOB
NYSE:GLOBIT

Globant (GLOB) Margin Squeeze To 4.2% Net Challenges Bullish Profitability Narratives

Globant (GLOB) closed out FY 2025 with Q4 revenue of US$612.5 million and basic EPS of US$0.94, alongside net income excluding extra items of US$41.6 million, setting the tone for how the full year’s profitability story lands with investors. Over the last six reported quarters, revenue has moved in a tight band between US$611.1 million and US$642.5 million while quarterly basic EPS has ranged from a loss of US$0.05 to a high of US$1.00, reflecting shifting earnings power that puts the focus...
NYSE:SAH
NYSE:SAHSpecialty Retail

Is Sonic Automotive’s (SAH) Aggressive Buybacks and Dividend Policy Masking Weaker Earnings Trends?

Sonic Automotive, Inc. recently reported fourth-quarter 2025 revenue of US$3,871.3 million and net income of US$46.9 million, while its board approved a quarterly cash dividend of US$0.38 per share payable on April 15, 2026 to shareholders of record on March 13, 2026. The company also continued its long-running buyback program, repurchasing 600,000 shares for US$38.3 million in the fourth quarter and bringing total repurchases under the 2004 authorization to 37.60 million shares for about...
NYSE:ED
NYSE:EDIntegrated Utilities

How Investors Are Reacting To Consolidated Edison (ED) Raising Equity To Fund Grid And Clean Energy Upgrades

In February 2026, Consolidated Edison completed a follow-on equity offering of 7,000,000 common shares via a forward sale agreement with JPMorgan, raising about US$775.67 million to support subsidiary capital needs and general corporate purposes. This equity raise underpins Con Edison’s plan to invest about US$38.00 billion in grid upgrades and clean-energy-related infrastructure over the next five years amid rising electrification demand. Next, we’ll examine how this sizeable equity...
NYSE:KR
NYSE:KRConsumer Retailing

Kroger CEO Shift To Greg Foran Puts Restructuring In Sharper Focus

Kroger (NYSE:KR) appointed Greg Foran, a former Walmart executive, as its new CEO following a board investigation. The appointment comes after the resignation of former CEO Rodney McMullen over an ethics violation. Kroger is pursuing cost cuts, a leaner structure, and closing underperforming stores as part of a broader restructuring effort. Kroger, trading at $68.24, is entering this leadership change after a multi year period in which the stock has delivered 58.6% over 3 years and 120.3%...
NasdaqGS:SFD
NasdaqGS:SFDFood

Smithfield Foods Sioux Falls Expansion Draws Focus To Costs And Valuation

Smithfield Foods, NasdaqGS:SFD, plans to build a new packaged meats and fresh pork processing facility in Sioux Falls, South Dakota. The new facility is intended to replace the company’s historic existing plant in the city. The expansion is aimed at improving operational efficiency and supporting the surrounding agricultural community. For investors following NasdaqGS:SFD, this project comes with the stock trading at $24.88 and a return of 24.9% over the past year. That kind of move often...
NasdaqGS:PLTK
NasdaqGS:PLTKEntertainment

Why Playtika (PLTK) Is Down 11.0% After 2025 Loss, 2026 Outlook And Capital Shift

Recently, Playtika Holding Corp. reported full-year 2025 results showing revenues of US$2.76 billion and a net loss of US$206.4 million, while issuing 2026 revenue guidance of US$2.70 billion to US$2.80 billion alongside a refinancing of its US$550 million revolving credit facility. Beneath the headline loss, the company highlighted record free cash flow, strong growth from direct-to-consumer channels and casual games, and a shift in capital allocation by suspending its dividend to...
NYSE:AA
NYSE:AAMetals and Mining

Alcoa (AA) Valuation Check After Dividend, Cost Cuts And Alumina Acquisition Shift Market Sentiment

Alcoa (AA) is back in focus after its board declared a quarterly cash dividend of $0.10 per share, payable on March 26, 2026, reinforcing the company’s current shareholder return profile. See our latest analysis for Alcoa. At a share price of $61.87, Alcoa has had a 48.23% 90 day share price return and an 88.46% 1 year total shareholder return. This suggests momentum has been building as short interest falls and investors weigh dividend continuity alongside recent integration and cost...
NYSE:SJM
NYSE:SJMFood

Is J. M. Smucker (SJM) Pricing Reflect Its DCF Upside After Recent Share Price Rebound

If you are wondering whether J. M. Smucker is fairly priced at around US$115.95 or offering value, this article will walk through what the numbers actually say about the stock. The share price has moved by 5.0% over the last 7 days, 12.2% over the last 30 days, 20.0% year to date, 9.1% over 1 year, and shows a 14.2% decline over 3 years and a 15.8% return over 5 years. This provides useful context before comparing it to underlying value. Recent news coverage around J. M. Smucker has focused...
NYSE:LOB
NYSE:LOBBanks

Does Live Oak Bancshares’ (LOB) Dividend Mix Reveal Its Evolving Small-Business Banking Strategy?

On February 19, 2026, Live Oak Bancshares’ board declared a US$0.03 per share common dividend and a US$0.52344 per Series A preferred depositary share dividend, both payable on March 15, 2026 to shareholders of record on March 5, 2026. The simultaneous affirmation of common and higher-yielding preferred dividends underscores management’s current confidence in the bank’s capital position despite recent macro-driven pressure on regional lenders. With inflation concerns weighing on regional...
NYSE:T
NYSE:TTelecom

The Bull Case For AT&T (T) Could Change Following Its New Critical Infrastructure Alliance Role

AT&T, as a founding member of the newly launched Alliance for Critical Infrastructure, has joined an industry-led nonprofit coalition aimed at strengthening national resilience through greater collaboration and information sharing among critical infrastructure owners and operators. This move positions AT&T closer to the center of cross-industry risk management and crisis response efforts at a time when infrastructure security remains a priority for governments, regulators, and large...
NasdaqGM:ANIP
NasdaqGM:ANIPPharmaceuticals

ANI Pharmaceuticals (ANIP) Profitability Turn In Q4 2025 Tests Premium P/E Narrative

ANI Pharmaceuticals (ANIP) just posted fourth quarter FY 2025 revenue of US$247.1 million with basic EPS of US$1.56, capping a trailing twelve month stretch that saw revenue reach US$883.4 million and basic EPS of US$3.85. The company has seen revenue move from US$190.6 million and basic EPS of a US$0.55 loss in Q4 2024 to US$247.1 million and US$1.56 in Q4 2025, while trailing twelve month EPS shifted from a US$1.04 loss to a US$3.85 profit as margins turned positive. For investors, this set...
NasdaqGM:PRCT
NasdaqGM:PRCTMedical Equipment

PROCEPT BioRobotics Resets Commercial Model To Pursue Higher Quality Growth

PROCEPT BioRobotics (NasdaqGM:PRCT) has overhauled its commercial model, implementing a major realignment of its sales organization and pricing strategy. The company has removed bulk purchase discounts and created a dedicated team focused on driving greater procedural adoption. These changes come alongside significant procedure growth and a reset in financial guidance, marking a key shift in how the company pursues profitability and market expansion. PROCEPT BioRobotics focuses on robotic...
NYSE:PNR
NYSE:PNRMachinery

A Look At Pentair (PNR) Valuation After Recent Share Price Softness

Pentair stock overview after recent performance Pentair (PNR) has seen its share price soften recently, with a 1 day return of about a 1.2% decline and a month return near a 5.7% decline. The past 3 months show similar pressure on the stock. See our latest analysis for Pentair. At around US$99.19, Pentair’s recent share price pressure, including a 5.9% year to date share price decline, sits against a contrasting backdrop of a 6.4% 1 year total shareholder return and an 83.5% 5 year total...
NYSE:AXTA
NYSE:AXTAChemicals

Axalta Coating Systems (AXTA) Valuation Check After Recent Share Price Cooling

Why Axalta Coating Systems Is On Investors’ Radar Today Axalta Coating Systems (AXTA) has drawn investor attention after recent trading left the stock with mixed short term returns, including a 0.6% decline over the past day and 3.1% over the past week. See our latest analysis for Axalta Coating Systems. That recent 3.1% 7 day share price decline and 1.9% 30 day share price pullback sit against a 10.9% 90 day share price gain, while the 1 year total shareholder return of 7.7% decline...
NasdaqGS:PAYX
NasdaqGS:PAYXProfessional Services

Paychex (PAYX) Valuation Check After New AI Features Across Paycor And Paychex Flex Platforms

Paychex (PAYX) is in focus after unveiling new AI-driven features across its Paycor and Paychex Flex platforms, including Paycor Smart Scheduler and expanded automation for time and attendance workflows. See our latest analysis for Paychex. Despite the AI rollout, Paychex’s recent share price performance has been weak, with a 30 day share price return of 8.59% and a year to date share price return of 13.77%. In contrast, the 1 year total shareholder return of 36.08% points to pressure...