U.S. Construction Stock News

NYSE:BBAI
NYSE:BBAIIT

BigBear.ai (BBAI) Is Down 7.7% After Ask Sage Deal And Dilution Moves Reshape AI Story

BigBear.ai Holdings recently completed its US$250,000,000 acquisition of Ask Sage, advanced a shareholder vote to double its authorized share count, and exchanged a portion of its convertible senior secured notes for common shares to reduce roughly US$125,000,000 in debt with limited cash impact. These moves deepen BigBear.ai’s generative AI capabilities for government clients but also raise questions about dilution and the sustainability of its loss-making operations ahead of upcoming...
NYSE:MO
NYSE:MOTobacco

Altria Drops NJOY Ace Shifting Smoke Free Focus And Valuation Debate

Altria Group pulled its NJOY Ace e vapor product from U.S. stores following regulatory issues. The company has confirmed NJOY Ace will not return to the market in 2026. This decision marks a significant shift in Altria's approach to smoke free products. For investors watching NYSE:MO, this update comes as the stock trades at $66.77, with returns of 1.3% over the past week and 8.1% over the past month. The longer term track record provided, including a 34.1% return over the past year and...
NYSE:VMC
NYSE:VMCBasic Materials

Vulcan Materials Refocuses On Aggregates With California And Houston Exits

Vulcan Materials (NYSE:VMC) has agreed to sell its California ready mixed concrete operations. The company has completed the sale of its asphalt and construction services assets in Houston. These portfolio moves focus attention on Vulcan’s core aggregates operations and geographic mix. Vulcan Materials, trading at $299.36, sits in the large cap building materials space with a long operating history in aggregates. The stock is up 13.8% over the past year and 79.0% over five years, despite a...
NasdaqGS:IDCC
NasdaqGS:IDCCSoftware

A Look At InterDigital (IDCC) Valuation After New Global Patent Agreement With Sony

InterDigital (IDCC) is back in focus after signing a new global patent license agreement with Sony that covers cellular, WiFi, and video technologies across all Sony end user devices. See our latest analysis for InterDigital. The Sony agreement follows a busy few weeks for InterDigital, including fourth quarter results, fresh 2026 guidance, a buyback update, and the launch of the Haptic Excellence Center with Razer. Despite a 1 day share price return of 1.31% decline to US$361.61, the 30 day...
NYSE:DLB
NYSE:DLBSoftware

Is Dolby Laboratories (DLB) Pricing Reflect Its Potential After Multi Year Share Price Slump

If you are wondering whether Dolby Laboratories' current share price reflects its true worth, you are not alone. This article is built to help you frame that question clearly. The stock closed at US$64.82, with returns of 3.7% over the last 30 days but a 20.7% decline over the past year and a 28.0% decline over five years, which may have changed how some investors view its risk and reward trade off. Recent coverage has focused on Dolby Laboratories' role in audio and visual technologies...
NasdaqGS:TXRH
NasdaqGS:TXRHHospitality

Is It Too Late To Consider Texas Roadhouse (TXRH) After Strong Multi‑Year Share Gains?

If you are wondering whether Texas Roadhouse at around US$186.87 still offers value or if most of the upside is already priced in, you are not alone. The stock has returned 1.9% over the past week, has a 30 day return of a 3.9% decline, and sits at a 9.1% return year to date and over the last year, while the 3 year and 5 year returns stand at 84.6% and 114.2%. Recent headlines around Texas Roadhouse have focused on the company as a well known casual dining brand, including ongoing coverage...
NasdaqCM:RIOT
NasdaqCM:RIOTSoftware

Starboard Pushes Riot Platforms Toward AI Data Centers And New Narrative

Activist investor Starboard Value is publicly pressing Riot Platforms (NasdaqCM:RIOT) to accelerate a shift from bitcoin mining toward AI and high performance computing data centers. Starboard is pointing to Riot's large Texas power footprint, recent land deals, and an AMD lease agreement as building blocks for an AI focused infrastructure business. The campaign highlights growing shareholder pressure for Riot to repurpose existing assets for higher margin AI data center opportunities. Riot...
NYSE:PINS
NYSE:PINSInteractive Media and Services

Pinterest Resets Growth Story With CTV Deal AI Push And New Board

Pinterest (NYSE:PINS) has agreed to acquire tvScientific, its largest deal since 2022, to expand into connected TV performance advertising. The company is rolling out more AI-powered tools to reshape the user experience, including personalization and shopping features. Pinterest is refreshing its board, adding retail veteran Kecia Steelman to help guide its commerce and advertising push. Pinterest is reshaping its business at a time when the stock has faced heavy pressure, with NYSE:PINS...
NYSE:FIG
NYSE:FIGSoftware

Figma (FIG) Is Up 7.2% After Surging Revenue But Deepening Losses – Has The Bull Case Changed?

Figma, Inc. has reported its fourth-quarter 2025 results, with sales rising to US$303.78 million from US$216.95 million a year earlier, while quarterly net loss widened to US$226.56 million from net income of US$33.07 million. For full-year 2025, Figma crossed the US$1.06 billion revenue mark amid heavy spending that pushed annual net loss to about US$1.25 billion, as it rolled out over 200 features and deepened AI partnerships with Anthropic and OpenAI. With this backdrop of strong revenue...
NYSE:EAT
NYSE:EATHospitality

Is It Time To Revisit Brinker International (EAT) After Recent Share Price Pullback?

If you are wondering whether Brinker International at around US$158 per share still offers value, this article walks through what the current price might be implying about the business. The stock has seen mixed returns, with a 4.9% decline over the last week, a 0.4% gain over the past month, a 4.5% gain year to date, and a 1.9% decline over the past year. The 3 year and 5 year returns are very large, at around 3x and a bit more than 2x respectively. Recent coverage around Brinker...
NYSE:NET
NYSE:NETIT

Is It Too Late To Consider Cloudflare (NET) After Its Strong Multi Year Share Price Run?

If you are wondering whether Cloudflare's share price still lines up with its underlying worth, this article will walk through what the current numbers say and where valuation checks seem to disagree with the story. At a recent close of US$191.44, Cloudflare's stock has returned 1.1% over the last week, 3.9% over the last month, a 2.3% decline year to date, and 19.2% over the past year, with a very large 3 year gain of 211.4% and a 5 year gain of 150.5%. Recent headlines around Cloudflare...
NYSE:HMN
NYSE:HMNInsurance

A Look At Horace Mann Educators (HMN) Valuation After Launch Of No Cost Horace Mann Club

Horace Mann Club launch puts educator relationships in focus Horace Mann Educators (HMN) has launched the Horace Mann Club, a no cost program offering educators nationwide benefits like wellness partnerships, financial tools, classroom resources, and professional development opportunities. This service expansion is directly aimed at deepening engagement with the company’s core customer base. This may matter for investors tracking how product ecosystems support retention and cross selling in...
NYSE:YOU
NYSE:YOUSoftware

Did Growing Institutional Attention to Clear Secure’s (YOU) Biometric Platform Quietly Recast Its Competitive Moat?

In recent days, Clear Secure has drawn heightened attention as a frequently searched stock, with analysts and institutional investors emphasizing its consistent outperformance versus earnings and revenue estimates despite an anticipated year-over-year decline in current-quarter EPS to $0.31. Portfolio recognition from Meridian Hedged Equity Fund and continued confidence from Telsey Advisory Group highlight Clear Secure’s positioning as an innovator in biometric identity verification and...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

Assessing monday.com (MNDY) Valuation After Q4 Earnings, AI Expansion And Softer 2026 Guidance

monday.com (MNDY) is back in focus after its Q4 2025 earnings and 2026 guidance paired strong revenue growth and expanding AI products with softer operating margins and slower near term growth expectations. See our latest analysis for monday.com. That mix of strong Q4 results, softer 2026 guidance and margin pressure has come alongside a sharp reset in sentiment, with a 30 day share price return of 39.23% decline and a 1 year total shareholder return of 75.02% decline pointing to fading...
NasdaqGS:GEHC
NasdaqGS:GEHCMedical Equipment

Is GE HealthCare Technologies (GEHC) Pricing Reflect Its Post Spinoff Potential Today

If you are wondering whether GE HealthCare Technologies is fairly priced today, this article walks through what the current share price might be implying about its underlying value. The stock last closed at US$82.95, with returns of 4.7% over the past week, 1.5% over the past month, a small 0.2% gain year to date, and a 10.2% decline over the past year. These moves may have some investors reassessing the balance between upside potential and risk. Recent attention on GE HealthCare has focused...
NYSE:TNET
NYSE:TNETProfessional Services

TriNet Group (TNET) Is Down 6.0% After Lower 2026 Outlook And Buyback Update – Has The Bull Case Changed?

In February 2026, TriNet Group reported fourth-quarter 2025 revenue of US$1,248 million with a net loss of US$1 million, and full-year 2025 revenue of US$5,010 million with net income of US$155 million, alongside new 2026 guidance and an update on its long-running share repurchase program. The company’s 2026 outlook, which points to lower total revenue of US$4,750 million to US$4,900 million and reduced diluted earnings per share of US$2.15 to US$3.05, raises fresh questions about how its...
NasdaqGM:TMDX
NasdaqGM:TMDXMedical Equipment

FDA Greenlights ENHANCE Heart Trial As TransMedics Valuation Draws Attention

TransMedics Group received full FDA approval for its Next-Generation OCS ENHANCE Heart trial Investigational Device Exemption. The trial is designed to assess the company’s Organ Care System Heart technology for prolonged heart perfusion versus current storage methods. This FDA decision marks a material development for NasdaqGM:TMDX and its organ transplant platform. TransMedics Group, trading on NasdaqGM:TMDX, now has a fresh regulatory green light that adds to its profile in the heart...
NasdaqGS:KRYS
NasdaqGS:KRYSBiotechs

Is Krystal Biotech (KRYS) Priced Right After A 61% One-Year Share Gain?

If you are wondering whether Krystal Biotech's share price reflects its true worth, this article will walk through how the current market price compares with a range of valuation checks. The stock last closed at US$283.29, with returns of 3.9% over 7 days, 14.7% year to date, and 60.8% over the past year. This performance has put it firmly on many investors' radar. Recent interest in Krystal Biotech has been shaped by ongoing attention to its gene therapy pipeline and regulatory milestones...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

Assessing Zoom Communications (ZM) Valuation After AI Jitters And Interest Rate Concerns Weigh On Shares

Investor concerns about artificial intelligence disrupting established software providers and reduced expectations for near term interest rate cuts recently pressured Zoom Communications (ZM). The stock fell 4.4% ahead of its February 25 earnings report. See our latest analysis for Zoom Communications. That 4.4% drop sits against a mixed backdrop, with a 12.55% 1 month share price return and 16.19% 3 month share price return. However, the 5 year total shareholder return is still down 76.35%,...
NYSE:SMWB
NYSE:SMWBSoftware

Similarweb (SMWB) Q4 Loss Widens As Profitability Timeline Faces Bullish Narrative Test

Similarweb (SMWB) has wrapped up FY 2025 with Q4 revenue of US$72.8 million and a basic EPS loss of US$0.09, alongside net income excluding extra items of a US$7.5 million loss. The company has seen revenue move from US$65.6 million in Q4 2024 to US$72.8 million in Q4 2025, while quarterly basic EPS shifted from a US$0.07 loss to a US$0.09 loss over the same period. This sets up a story focused on how quickly margins can tighten or ease from here. See our full analysis for Similarweb. With...
NasdaqGS:PRDO
NasdaqGS:PRDOConsumer Services

Does Stronger Earnings Momentum And Balance Sheet Support Change The Bull Case For Perdoceo Education (PRDO)?

Recent commentary on Perdoceo Education highlighted improving earnings and sales trends, backed by strong profitability metrics and a solid balance sheet, pointing to an increasingly supportive financial backdrop for the business as of mid-February 2026. Analysts also emphasized that the company’s current valuation appears attractive relative to its outlook and peers, suggesting that investors may be reassessing how they value Perdoceo’s earnings power and financial strength. Building on...
NYSE:LOW
NYSE:LOWSpecialty Retail

Lowe's Reshapes Costs And Community Focus As Valuation Nears Analyst Targets

Lowe's Companies (NYSE:LOW) is cutting about 600 corporate and support roles as part of a workforce reshaping effort that shifts more focus to frontline operations. The company is rolling out a community impact program tied to a $100 million commitment for renovation grants and associate-led projects. Lowe's has entered a partnership with Affirm to offer buy now pay later options at checkout, aimed at giving customers more flexible payment choices. Lowe's, a major home improvement retailer...
NasdaqGS:UPST
NasdaqGS:UPSTConsumer Finance

Upstart Cash Line Launch Tests AI Lending Model And Leadership Transition

Upstart Holdings (NasdaqGS:UPST) has introduced Cash Line, a revolving line of credit designed to give consumers more accessible and transparent short term borrowing options. The product includes features such as guaranteed minimum credit, higher than typical limits, instant access to funds, and clear pricing terms. For investors watching NasdaqGS:UPST, Cash Line arrives at a time when the share price sits at $31.53, with returns showing a 4.7% decline over the past week and a 34.5% decline...
NasdaqGS:CRAI
NasdaqGS:CRAIProfessional Services

A Look At CRA International (CRAI) Valuation After New FirstEnergy RFP Auction Role

Event overview and why it matters for CRA International (CRAI) CRA International (CRAI) is stepping in to manage an RFP auction for FirstEnergy Corp.'s Ohio subsidiaries, helping them secure full requirements service for Percentage of Income Payment Plan customers. This utility sector assignment highlights CRAI's role in complex auction design and execution, giving investors another concrete example of how its consulting capabilities are used in regulated energy markets. See our latest...