U.S. Construction Stock News

NasdaqGS:SDGR
NasdaqGS:SDGRHealthcare Services

Schrödinger (SDGR) Is Up 19.2% After AI Pact With BMS And Q2 Profitability - Has The Bull Case Changed?

In August 2026, Schrödinger, Inc. reported that second-quarter 2026 revenue rose to US$58.89 million and swung from a prior-year loss to net income of US$5.98 million, while also filing a US$46.95 million shelf registration for 3,000,000 common shares related to its employee stock ownership plan. On the same day, Bristol Myers Squibb announced it would deploy Schrödinger’s agentic AI co-scientist Bunsen across its research organization, expanding a long-running collaboration and spotlighting...
NasdaqGM:FCEL
NasdaqGM:FCELElectrical

Is FuelCell Energy (FCEL) Fairly Valued As Carbon Capture Draws Fresh Attention?

Why FuelCell Energy Stock Is Back in Focus FuelCell Energy (FCEL) is drawing renewed attention after its carbon capture platform was highlighted for reducing emissions while producing extra electricity, without requiring full power plant replacements. See our latest analysis for FuelCell Energy. FuelCell Energy’s carbon capture update comes after a volatile run, with the share price down 14.67% over the past week and 8.70% over the past month, yet still up 135.01% year to date. The 1 year...
NasdaqCM:PLUG
NasdaqCM:PLUGElectrical

Plug Power (PLUG) Stock Cheers Margin Reset Despite Ongoing Cash Burn

Plug Power jumped about 5% to US$2.22 into the close, which indicates traders responded positively to the headline. The story behind that move is a sharp reset in sentiment around margins and cash burn. Q2 revenue landed at US$178.3m with gross margin roughly at breakeven instead of the deep losses investors had grown used to. Net cash usage fell to about US$61m in the quarter. The question now is whether this early margin repair and slower cash burn justify the renewed optimism in a stock...
NasdaqGS:GDRX
NasdaqGS:GDRXHealthcare Services

Why Is GoodRx Holdings (GDRX) Putting Finance And Strategy Under Justin Fengler?

GoodRx Holdings (NasdaqGS:GDRX) appointed Justin Fengler as Chief Financial Officer and Treasurer, succeeding Christopher McGinnis. Fengler will hold the CFO and Treasurer roles alongside his existing position as Chief Strategy & Operations Officer. The leadership change centralizes financial, strategy, and operations responsibilities under a single executive. This kind of leadership reshuffle is one piece of a broader story about how companies think about capital allocation and income...
NasdaqGM:REFI
NasdaqGM:REFIMortgage REITs

Chicago Atlantic Real Estate Finance (REFI) Stock Yield Strains Under Dividend Coverage Gap

Chicago Atlantic Real Estate Finance shares barely moved after earnings, slipping only 0.05% to about US$10.23. For a stock tied to high yield cannabis credit, that calm response sits at odds with what really jumped off the page. The headline is not revenue or basic earnings per share. It is the squeeze between very high dividends and the cash needed to support them. Distributable earnings per share came in at US$0.44 while the declared dividend was US$0.47. That gap, alongside already...
NasdaqGS:ALKT
NasdaqGS:ALKTSoftware

Is Alkami Technology (ALKT) Cheap Following Earnings Guidance And New Partnerships?

Why Alkami Technology Stock Is Back in Focus Alkami Technology (ALKT) is drawing fresh attention after reporting second quarter results, issuing new revenue guidance, and announcing data focused partnerships with Arkatechture and Plaid that expand its digital banking offering. See our latest analysis for Alkami Technology. Alkami Technology's recent earnings, guidance and new data partnerships have coincided with building momentum in the share price, with a 30 day share price return of 14.29%...
NasdaqGM:HPK
NasdaqGM:HPKOil and Gas

HighPeak Energy (HPK) Stock Can Profit Momentum Outrun Debt Pressure

HighPeak Energy shares have quietly climbed, up about 4% today and more than 20% over the past month, as investors reassess a stock that has been priced for trouble. The tension is simple: the market still sees a highly discounted, volatile small cap, while the latest quarter shows an oil producer that just reported solid profits and cash generation. The headline is the earnings swing. HighPeak Energy moved from a loss in recent quarters to Q2 basic earnings per share of about US$0.60 on...
NasdaqGM:APPN
NasdaqGM:APPNSoftware

Is Appian’s (APPN) AI-Fueled Revenue Outlook Reframing Its Path to Profitability?

In the second quarter of 2026, Appian Corporation reported revenue of US$203.26 million, up from US$170.64 million a year earlier, while net loss widened to US$11.82 million and basic loss per share from continuing operations was US$0.16. At the same time, Appian raised its 2026 revenue outlook and highlighted strengthening demand for its AI-powered automation platform, and also partnered with Synechron to launch an Open Underwriting Stack aimed at speeding insurers’ underwriting...
NasdaqGS:HWC
NasdaqGS:HWCBanks

Hancock Whitney (HWC) Stock Could Be 44% Below Fair Value Following One Florida Bank Deal

Hancock Whitney stock has delivered a 107.3% return over the past three years. The current Excess Returns intrinsic value estimate now points to the shares trading at a 43.7% discount, while traditional earnings-based multiples look roughly in line with the market. That mix leaves Hancock Whitney looking neither like a straightforward bargain nor clearly expensive on a headline basis. Over the past three years Hancock Whitney has returned 107.3%, which puts recent gains front and center when...
NasdaqGS:NTAP
NasdaqGS:NTAPTech

Is NetApp (NTAP) Expensive On JetStream Deal And Earnings Hopes?

NetApp (NTAP) is back in focus after its recent acquisition of JetStream Software and ahead of its upcoming fiscal Q1 2027 earnings release, which is scheduled for after the market close on September 2, 2026. See our latest analysis for NetApp. NetApp’s recent acquisition of JetStream Software and the approaching Q1 2027 earnings update come on the back of strong momentum, with a 30 day share price return of 17.53% and a 1 year total shareholder return of 87.37%. This suggests investors have...
NYSE:PPL
NYSE:PPLElectric Utilities

Is PPL (PPL) Cheap On Data Center Demand And Reaffirmed Guidance?

PPL (PPL) has moved into focus after its recent Q2 2026 earnings report and reaffirmed full year guidance. The company is tying current performance to long term data center driven power demand. See our latest analysis for PPL. At a share price of US$35.28, PPL has seen modest short term moves around its Q2 2026 earnings and guidance reaffirmation, while the 3 year total shareholder return of 53.16% contrasts with a slightly negative 1 year total shareholder return. If data center driven power...
NYSE:MCB
NYSE:MCBBanks

US Financial Stocks That Could Gain From Higher Interest Rates

With the Fed’s tone turning tougher and Beth Hammack openly backing further rate hikes, interest rates sit at the heart of the stock market story again. Higher borrowing costs can squeeze some companies while opening the door for others that earn more from lending and underwriting. This article walks through three US financial stocks from a focused screener, showing how each could be positioned as policy tightens. The three stocks covered below are only a starting sample from this theme, and...
NasdaqCM:SLS
NasdaqCM:SLSBiotechs

Why Is SELLAS Life Sciences Group (SLS) Getting Fresh Attention?

Why SELLAS Life Sciences Group Stock Is Back On Investors’ Radars SELLAS Life Sciences Group (SLS) has drawn fresh attention after reporting second quarter 2026 results that showed a net loss of US$9.61 million and updated loss per share figures from continuing operations. See our latest analysis for SELLAS Life Sciences Group. Alongside the latest quarterly loss, investors have been watching SELLAS Life Sciences Group’s share price closely. The stock has pulled back over the past week and...
NYSE:KEY
NYSE:KEYBanks

Is KeyCorp (KEY) Still Trading At A Discount After Clearwater?

KeyCorp stock has delivered a very strong 148.9% return over the past three years, yet current checks still point to the shares trading below an estimate of intrinsic value based on the Excess Returns model and on earnings multiples. That combination has put fresh focus on whether the recent gains have fully closed the gap or if there is still a valuation cushion in the current US$22.69 share price. The 148.9% return over three years highlights how strongly KeyCorp has rewarded long term...
NasdaqGS:FSTR
NasdaqGS:FSTRMachinery

L.B. Foster (FSTR) Stock Sinks As Backlog Doubts Cloud Cash Progress

L.B. Foster stock slipped about 4% today to around US$37.94 after investors digested a quarter that looked softer on the surface but carried a different message beneath. Q2 sales landed at US$138.6m with basic earnings per share of roughly US$0.30, which kept trailing net profit margin near 2%. The short-term price drop reflects that margin pressure. The longer-term story revolves around whether this industrial company can translate its improved cash generation and lower net debt of US$42.2m...
NasdaqGS:OUST
NasdaqGS:OUSTElectronic

Ouster (OUST) Secures Multimillion Dollar Utah Traffic Management Expansion

Ouster (NasdaqGS: OUST) has secured a multimillion dollar statewide traffic management expansion in Utah for its BlueCity lidar solution using the new Rev8 sensor. The project will deploy Ouster's Rev8 lidar across Utah's road network as part of a mission critical traffic management system. The contract represents a large scale public infrastructure rollout for the BlueCity platform beyond standard product sales updates and quarterly reports. For investors tracking how lidar and sensing...
NYSE:ALL
NYSE:ALLInsurance

What Allstate (ALL)'s Q2 Earnings Surge And Buybacks Mean For Shareholders

The Allstate Corporation reported past second-quarter 2026 results with revenue of US$18,596 million and net income of US$3,271 million, alongside a completed share repurchase of 6,727,692 shares for US$1,404.01 million under its February 2026 buyback authorization. Allstate’s sharp year-on-year rise in basic earnings per share from continuing operations, reaching US$12.66 for the quarter, highlights how recent operational decisions are flowing through to shareholder-level...
NYSE:NET
NYSE:NETIT

Cloudflare (NET) Stock Looks Above Fair Value After Raised AI Outlook

Cloudflare stock has delivered a very large 3 year return, yet the current valuation checks flag it as expensive rather than a clear bargain, which will catch the eye of investors who care about price paid versus fundamentals. Cloudflare has returned about 394.2% over the past 3 years, which puts extra pressure on today’s buyers to justify paying up at current levels. Expanding government certifications and products tied to AI and machine traffic can support long term growth expectations,...
NasdaqGS:LEGN
NasdaqGS:LEGNBiotechs

Legend Biotech (LEGN) Returned To Profit, Is The Stock Still Cheap?

Legend Biotech (LEGN) drew investor attention after reporting second quarter 2026 earnings, with revenue of US$387.5 million and net income of US$33.2 million, compared with a loss in the prior year period. See our latest analysis for Legend Biotech. The strong second quarter report and swing to net income appear to have helped Legend Biotech’s share price recover in the very short term, with a 1 day share price return of 5.66% and a 7 day share price return of 14.11%. However, the 1 year...
NasdaqGS:NEOG
NasdaqGS:NEOGMedical Equipment

Will Narrowing Losses, 2027 Guidance and Buybacks Change Neogen's (NEOG) Narrative?

Neogen Corporation recently reported fourth-quarter and full-year 2026 results showing revenue of US$225.3 million for the quarter and US$870.4 million for the year, alongside a much smaller net loss than the very large loss recorded a year earlier, and also confirmed new revenue guidance for fiscal 2027 while completing a long-running share repurchase program and later announcing the resignation of director Thierry Bernard on August 3, 2026. A key insight is that, despite slightly lower...
NYSE:TRNO
NYSE:TRNOIndustrial REITs

Terreno Realty (TRNO) Added A Torrance Property, Is The Stock Fairly Valued?

Terreno Realty (TRNO) shares are in focus after the company acquired a fully leased industrial property in Torrance, California, for about $14.7 million, adding a 36,000 square foot distribution building to its coastal portfolio. See our latest analysis for Terreno Realty. Terreno Realty's latest Torrance acquisition and recent lease expansions come after a period where momentum has cooled slightly in the very short term, with the 7 day share price return down 2.98%. However, the year to date...
NYSE:M
NYSE:MMultiline Retail

Do Macy's (M) Weak EPS Outlook And Store Closures Signal A Deeper Valuation Puzzle?

In recent days, analysts have projected that Macy's will report lower earnings per share and slightly softer revenue for its upcoming quarter, amid ongoing store closures and weak same-store sales that underscore operational strains. At the same time, Macy's trades on earnings multiples below many multiline retail peers, raising questions about whether its current challenges are fully reflected in its valuation. We’ll now examine how the anticipated earnings decline and ongoing store...
NasdaqGS:NBIS
NasdaqGS:NBISSoftware

3 AI Infrastructure Stocks Retail Investors Are Watching For Data Center Growth

With the yen sitting near ¥160 per dollar and capital flowing toward U.S. assets tied to AI and high-growth projects, the gap between winners and laggards can widen quickly. Some stocks linked to AI infrastructure and capital investment could benefit from this global tilt, while others may feel pressure from currency swings. This article walks through three stocks from our screener that appear particularly exposed to these cross currents. The three stocks that follow are only a sample from...
NYSE:HE
NYSE:HEElectric Utilities

Hawaiian Electric Industries (HE), Why Is Its Latest Update Drawing Attention?

How Hawaiian Electric Industries Stock Reacts To Fresh Earnings Data Hawaiian Electric Industries (HE) has just released second quarter 2026 results, providing new data on revenue, profit and earnings per share that can influence how you think about the stock. See our latest analysis for Hawaiian Electric Industries. At a share price of $11.85, Hawaiian Electric Industries has seen its 7 day share price return fall 7.13% and its 30 day share price return fall 12.68%, while the 1 year total...