U.S. Construction Stock News

NYSE:TSM
NYSE:TSMSemiconductor

Why Is Taiwan Semiconductor Manufacturing (TSM) Raising Spending After 45% July Growth?

Taiwan Semiconductor Manufacturing (NYSE:TSM) reports July revenue up 45% year on year, driven by strong AI chip demand. July revenue performance is above the upper end of TSMC's full year guidance range. The company raises its capital expenditure outlook to support high performance computing and AI capacity. Consider broadening your watchlist by looking at other semiconductor and AI infrastructure stocks through 57 AI infrastructure stocks. NYSE:TSM 1-Year Stock Price Chart Taiwan...
NYSE:NOW
NYSE:NOWSoftware

ServiceNow (NOW) Expands Federal Reach With FedRAMP Authorized Partner Tool

ServiceNow (NYSE: NOW) partner Brightfin, in collaboration with Knox Systems, has secured FedRAMP Moderate Authorization for its IT Financial Management and Technology Expense Management solution built natively on ServiceNow. The authorization allows U.S. federal agencies to adopt Brightfin's AI powered expense management capabilities while meeting FedRAMP Moderate security and compliance standards. This development expands the range of compliant ServiceNow based tools available to...
NasdaqGM:SEPN
NasdaqGM:SEPNPharmaceuticals

Does Septerna (SEPN) Pair Narrowing Losses With A Cash Runway That Truly Supports Its Pipeline Strategy?

In the past quarter, Septerna, Inc. reported second-quarter 2026 sales of US$26.75 million versus US$0.12 million a year earlier, with net loss narrowing to US$13.03 million and basic loss per share from continuing operations improving to US$0.29 from US$0.56. Alongside these results, Septerna highlighted progress across its early-stage clinical programs and reiterated that its cash position is expected to fund operations into 2029, underscoring management’s current focus on advancing its...
NasdaqGS:IRDM
NasdaqGS:IRDMTelecom

Iridium Communications (IRDM) Could Be 34% Below Fair Value After Dividend News

Iridium Communications (IRDM) is back in focus after its board declared a US$0.15 per share cash dividend and approved amended bylaws that introduce new forum selection rules for shareholder legal disputes. See our latest analysis for Iridium Communications. The recent dividend and bylaw changes arrive as Iridium Communications trades at US$49.38, with a 90 day share price return of 14.6% and a year to date share price return of 178.04%, while its 1 year total shareholder return is 103.56%...
NasdaqCM:PGY
NasdaqCM:PGYSoftware

Pagaya Technologies (PGY) Raised Full Year Guidance, Is The Stock Still Undervalued?

Pagaya Technologies (PGY) has drawn fresh investor attention after reporting record second quarter and first half 2026 revenue and net income, alongside higher full year guidance for network volume, revenue, and GAAP profitability. See our latest analysis for Pagaya Technologies. Despite the strong second quarter update, Pagaya Technologies’ recent performance has been mixed, with the share price up 61.09% over the past 90 days and 17.84% over 30 days. However, the 1-year total shareholder...
NasdaqGS:VC
NasdaqGS:VCAuto Components

Visteon (VC) Stock May Be Reasonable On Cash Flow But Stretched On Earnings

Visteon stock is caught between two conflicting valuation signals right now. The intrinsic value estimate based on a Discounted Cash Flow (DCF) approach points to a large margin of upside, while traditional market multiples suggest the shares are priced at a premium instead. Over the past 3 years, Visteon shareholders have seen the stock decline 23.3%, which raises the question of whether the current price now better reflects the company’s fundamentals. Expectations for ongoing cash...
NasdaqGS:KHC
NasdaqGS:KHCFood

Why Is Kraft Heinz (KHC) Taking Philadelphia Cream Cheese Into Drinks?

Kraft Heinz (NasdaqGS:KHC) brand Philadelphia Cream Cheese partnered with Ziggi's Coffee to launch a limited-time Philadelphia Everything Bagel Latte. The drink marks Philadelphia Cream Cheese's first entry into the beverage segment and combines coffee with flavors inspired by an everything bagel. The collaboration extends Kraft Heinz's Philadelphia brand beyond traditional retail uses of cream cheese into a new consumption occasion. For readers interested in more companies leaning on...
NYSE:TE
NYSE:TESemiconductor

U.S. Solar Manufacturing Stocks To Watch As Tariffs Reshape The Buildout

Tariffs and minimum import prices on solar equipment are quietly rewriting the math for anyone exposed to the U.S. solar build out. Some companies now face higher costs and tougher compliance, while others see a clearer path for onshore investment and pricing power. This article walks through three stocks that stand out in this new policy mix so you can judge whether they belong on your watchlist or not. The stocks covered below are just a starting sample, and the full screen surfaced 46 more...
NYSE:APLE
NYSE:APLEHotel and Resort REITs

Apple Hospitality REIT (APLE) Lifted Guidance, Is The Upside Already Priced In?

Apple Hospitality REIT (APLE) reported second quarter 2026 results with higher sales, revenue and net income than a year earlier, and raised its full-year net income guidance by $10 million. See our latest analysis for Apple Hospitality REIT. At a share price of US$15.57, Apple Hospitality REIT has given investors a 29.10% year to date share price return and a 37.36% total shareholder return over the past year. Shorter term weekly and monthly returns have eased after stronger 90 day momentum...
NYSE:HNGE
NYSE:HNGEHealthcare

Hinge Health (HNGE) Stock Could Be Overvalued On Its 95% Run

Hinge Health stock has almost doubled year to date, yet the valuation checks still lean expensive, so investors are weighing strong recent gains against a relatively weak value score. Hinge Health has returned 95.4% year to date, which puts extra focus on whether the current share price already reflects much of the good news. The planned US$105 million acquisition of Cylinder Health and expansion into gastrointestinal care may support higher growth expectations. At the same time, execution...
NYSE:RS
NYSE:RSMetals and Mining

Should Upbeat Earnings Revisions and Top Zacks Rank Require Action From Reliance (RS) Investors?

In recent months, Reliance (RS) has received a Zacks Rank #1 (Strong Buy) and a Momentum Style Score of B, supported by exclusively upward earnings estimate revisions and no downward changes. This clean streak of upgraded forecasts without offsets suggests analysts are increasingly confident in Reliance’s earnings outlook relative to prior expectations. Next, we’ll examine how these uninterrupted upward earnings revisions may reshape Reliance’s existing investment narrative and risk-reward...
NYSE:BG
NYSE:BGFood

Hormel Stock And 2 Defensive U.S. Consumer Staples Picks For Dividend Investors

Stubborn inflation, higher energy costs and a Fed that may still tighten further have pushed many investors toward safer corners of the market. Income focused investors are paying closer attention to U.S. consumer staples stocks that offer dividends and relatively steadier trading patterns, worried about both recession risk and capital preservation. This article looks at three stocks exposed to these cross currents and how they might respond to today’s backdrop. The three stocks discussed...
NYSE:GVA
NYSE:GVAConstruction

Did Granite’s Higher Guidance, Buybacks, New Director and M&A Push Just Shift GVA’s Investment Narrative?

Granite Construction Incorporated recently appointed George L. Nash, Jr. to its Board of Directors, reported second-quarter 2026 sales of US$1,455.87 million alongside a net loss of US$278.16 million, completed a long-running US$185.61 million share repurchase program, raised full-year 2026 revenue guidance to US$5.3–US$5.5 billion, and signaled active merger-and-acquisition plans. Despite reporting losses for the quarter, the company’s higher full-year revenue guidance, continued...
NYSE:AORT
NYSE:AORTMedical Equipment

Artivion (AORT) Is Up 5.5% After FDA AMDS Approval And Reaffirmed 2026 Revenue Guidance - What's Changed

Artivion, Inc. recently reported past second-quarter 2026 results, with revenue rising to US$125.76 million from US$112.97 million a year earlier, but shifting from net income of US$1.35 million to a net loss of US$13.51 million, or basic and diluted loss per share of US$0.28. Despite the move into a loss, management pointed to revenue outperformance versus expectations, reaffirmed full-year revenue guidance around US$488 million, and highlighted the FDA approval of its AMDS hybrid...
NasdaqGS:MSEX
NasdaqGS:MSEXWater Utilities

How Stronger 2026 Earnings Will Impact Middlesex Water (MSEX) Investors

Middlesex Water Company reported past second-quarter 2026 results, with sales rising to US$56.36 million and net income reaching US$14.77 million, alongside higher earnings per share from continuing operations versus a year earlier. For the first half of 2026, the company’s sales increased to US$105.07 million and net income to US$25.38 million, highlighting stronger profitability over the comparable 2025 period. Next, we’ll examine how this improved earnings performance, particularly the...
NYSE:CRM
NYSE:CRMSoftware

Is U.S. Army’s IL5 Agentforce Deployment Altering The Investment Case For Salesforce (CRM)?

Earlier in August 2026, U.S. Army Human Resources Command announced it had chosen Missionforce National Security to deploy secure AI agents powered by Salesforce’s IL5-authorized Agentforce platform, modernizing always-on HR support for millions of Soldiers, Veterans, civilian staff, and military families. This large-scale, sensitive government deployment underscores Salesforce’s ability to run AI workloads in tightly regulated, high-security environments, a key differentiator as enterprises...
NasdaqGS:SBUX
NasdaqGS:SBUXHospitality

Starbucks (SBUX) Stock Could Be 49% Overvalued After Q2 Beat

Starbucks stock has delivered a strong 27.0% gain year to date, yet its valuation checks and Discounted Cash Flow (DCF) intrinsic value estimate both currently point to shares trading at a premium to those fundamentals. Year to date, Starbucks is up 27.0%. This puts extra focus on whether recent gains already reflect the company’s earnings and cash flow profile. Stronger profit expectations after the latest results can support the current share price, while any disappointment in future...
NYSE:EVTL
NYSE:EVTLAerospace & Defense

Vertical Aerospace (EVTL), Why Is It Back In The Spotlight?

Vertical Aerospace (NYSE:EVTL) has completed a US$35.0 million composite units offering, issuing 33,333,334 equity and derivative units at US$1.05 each. This capital raise is a key development for investors to assess. See our latest analysis for Vertical Aerospace. The fresh US$35.0 million raise lands after a period of heavy share price pressure for Vertical Aerospace, with the stock down sharply over the past year and multi year total shareholder returns also significantly negative. The...
NasdaqGS:ZION
NasdaqGS:ZIONBanks

Zions Bancorporation National Association (ZION) Lifts Dividend As Its Valuation Case Stays In Focus

Dividend Changes And What They Mean For Zions Bancorporation National Association Zions Bancorporation National Association (ZION) has drawn investor attention after its board declared a higher regular quarterly dividend on common shares alongside the latest payout on its Series A perpetual preferred stock. The common dividend is set at $0.48 per share, up $0.03, or 6.7% from the prior quarter, payable on August 20, 2026, to shareholders of record on August 13, 2026. Preferred shareholders of...
NYSE:GPK
NYSE:GPKPackaging

Footprint Reshuffle and Steady Dividend Could Be A Game Changer For Graphic Packaging Holding (GPK)

In early August 2026, Graphic Packaging Holding Company reported second‑quarter 2026 sales of US$2,188 million with net income of US$24 million, alongside plans to divest its Croatia facility, close its Lebanon, Tennessee plant, and consider shutting its Winsford, UK site as part of a footprint optimization effort. The combination of weaker quarterly profitability and a program of plant divestitures and potential closures highlights management’s push to consolidate production capacity and...
NYSE:AB
NYSE:ABCapital Markets

AllianceBernstein Holding (AB) Could Be 5% Undervalued As Private Markets Narrative Builds

Recent share performance and business overview AllianceBernstein Holding (AB) has seen mixed recent share performance, with the stock roughly flat over the past week and month, and down over the past 3 months and year to date. Over the past year, AllianceBernstein Holding has delivered a low single digit total return, while its 3 year total return is materially higher. The company reports annual revenue growth of 51.64% alongside a decline in net income growth of 20.74%. AllianceBernstein...
NYSE:U
NYSE:USoftware

Palo Alto Networks Stock Leads 3 Profitable AI Stocks Backed By Recurring Revenue

U.S. small business optimism recently reached its strongest reading in nearly a year, with owners reporting firmer hiring plans and more stable price expectations. That kind of confidence often rewards companies that already know how to turn AI spending into profit. Investors looking at profitable AI stocks face a rare window in which cash generation and real customer demand matter most. This article highlights three stocks from our Profitable AI Stocks screener that fit that profile. The...
NYSE:LADR
NYSE:LADRMortgage REITs

Did Jacksonville Office Sale’s EPS Boost Just Shift Ladder Capital's (LADR) Risk Reward Profile?

Ladder Capital Corp, an investment grade-rated REIT, previously announced that incremental activity, including the sale of a Jacksonville, Florida office property, is expected to add to its GAAP and Distributable EPS in the third quarter of 2026. This update highlights how active portfolio management, centered on first mortgage loan origination and commercial real estate securities, may influence Ladder Capital’s earnings mix and risk profile. With recent return figures in mind, we’ll...
NYSE:UGI
NYSE:UGIGas Utilities

Does UGI’s Steady Dividend Amid Quarterly Losses Reveal Its True Capital Allocation Priorities (UGI)?

UGI Corporation has reported past results for the quarter and nine months ended June 30, 2026, with quarterly sales of US$1,331 million versus US$1,394 million a year earlier, a quarterly net loss of US$133 million versus US$163 million, and nine‑month net income of US$684 million versus US$691 million previously. Alongside slightly narrower quarterly losses and largely unchanged nine‑month earnings per share, the board maintained a quarterly dividend of US$0.375 per share, highlighting...