U.S. Construction Stock News

NasdaqGS:FTNT
NasdaqGS:FTNTSoftware

How Investors Are Reacting To Fortinet (FTNT) Raising 2026 Revenue Guidance After Strong Q2 Results

Fortinet, Inc. reported past second-quarter 2026 results with revenue of US$2,047.9 million and net income of US$606.3 million, and raised its 2026 revenue guidance to a range of US$8.02 billion to US$8.18 billion, implying 19% year-over-year growth plus new third-quarter revenue guidance of US$2,010 million to US$2,100 million. The combination of higher full-year guidance and strong earnings growth suggests Fortinet’s shift toward higher-quality, recurring cybersecurity revenue is gaining...
NasdaqGS:CME
NasdaqGS:CMECapital Markets

CME Group (CME) Sets October 5, 2026 Debut For Compute Futures

CME Group (NasdaqGS:CME) and Silicon Data plan to launch Compute futures contracts on October 5, 2026, tied to GPU rental price indexes. The contracts will reference prices for Nvidia H100 and Blackwell B200 chip rentals to help market participants manage AI compute costs. The new product introduces a dedicated futures market for AI infrastructure pricing, targeting users exposed to volatile GPU demand. For readers interested in more ways to get exposure to the build out of AI...
NYSE:NYT
NYSE:NYTMedia

Does New York Times (NYT) Pairing Earnings Strength With Buybacks Reveal Its Long-Term Strategic Priority?

The New York Times Company reported past second-quarter 2026 results with revenue of US$762.46 million and net income of US$93.42 million, alongside completing a US$110.48 million share repurchase program totaling 1,488,255 shares since its February 2025 announcement. The combination of stronger year-on-year earnings and ongoing capital returns through buybacks highlights how the company is balancing growth investment with shareholder-focused cash deployment. Next, we’ll examine how this...
NasdaqGS:MORN
NasdaqGS:MORNCapital Markets

Stronger Earnings and Heavy Buybacks Might Change The Case For Investing In Morningstar (MORN)

Morningstar, Inc. reported past second-quarter 2026 results showing sales of US$663.2 million and net income of US$107.8 million, with both sales and earnings higher than the same period a year earlier. Alongside this earnings growth, Morningstar completed a very large share repurchase program totaling US$699.97 million since late 2025, while also promoting its bucket strategy framework for retirement investing. We’ll now explore how Morningstar’s higher earnings and sizable buyback program...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

KLA (KLAC) Stock Looks Above Fair Value Even With AI Hopes

KLA stock has delivered very strong gains over the past five years, yet the current valuation checks suggest the shares are not an obvious bargain despite recent excitement around AI driven semiconductor demand. KLA has returned about 5.5x over five years, which puts extra focus on whether recent buyers are paying a high price to join the story late. Recent enthusiasm around KLA's role in AI related semiconductor equipment can support high expectations. However, any reset in those...
NYSE:HNI
NYSE:HNICommercial Services

HNI (HNI) Just Gave Investors Something To Think About

HNI earnings rise in sales while EPS moves lower HNI (HNI) reported second quarter 2026 results that combined strong year-over-year sales growth with lower earnings per share, along with new guidance that indicates a sharp pickup in Workplace Furnishings revenue. See our latest analysis for HNI. HNI's recent earnings update comes after a strong run in the stock, with a 30 day share price return of 23.95% and a 90 day share price return of 59.43%. The 5 year total shareholder return of 50.48%...
NYSE:FND
NYSE:FNDSpecialty Retail

Is Floor & Decor Holdings (FND) Overvalued After Raised Guidance And Its Buyback?

Why Floor & Decor Holdings Stock Is Back in Focus Floor & Decor Holdings (FND) drew fresh investor attention after reporting second quarter results that showed higher sales and net income, updating full year 2026 earnings guidance, and completing a recent share repurchase tranche. See our latest analysis for Floor & Decor Holdings. The latest results and guidance landed alongside a strong 90 day share price return of 32.65%, although the 1 year total shareholder return is down 27.68%. This...