U.S. Infrastructure Stock News

Simmons First National Corporation recently reported its fourth-quarter 2025 results, posting higher-than-expected revenue and earnings alongside very large year-on-year increases in net loan charge-offs to US$48,745,000. While the bank delivered its strongest loan production and a higher net interest margin, management simultaneously absorbed elevated credit costs and kept share repurchases at zero for the period. Next, we’ll examine how strong loan production amid higher charge-offs could...

UMH Properties (UMH) has been drawing attention as investors reassess its recent share performance and fundamentals, with the stock last closing at $16.10 and offering a mixed set of trailing returns. See our latest analysis for UMH Properties. Recent trading has been a bit choppy, with a 1 day share price return of 0.25% decline and a 7 day share price return of 3.01% decline. However, the 90 day share price return of 10.20% and 5 year total shareholder return of 38.25% suggest momentum has...

Entegris recently announced that CFO Linda LaGorga will step down in February 2026, with long-time finance executive Mike Sauer assuming the interim CFO role, while also reaffirming its fourth-quarter 2025 outlook and maintaining its regular quarterly dividend. The company emphasized that the CFO transition is amicable and unrelated to any financial or operational disagreements, signaling an effort to preserve continuity and investor confidence during leadership change. We will now examine...

The Law Offices of Frank R. Cruz has launched an investigation into Cogent Communications Holdings’ board over alleged gross mismanagement, following JPMorgan and RBC Capital’s seizure of US$82,000,000 in Cogent shares previously pledged by CEO Dave Schaeffer as loan collateral in August 2025. This combination of legal scrutiny and the CEO’s pledged-share seizure raises questions about corporate governance practices and potential risks to shareholder rights. We’ll now examine how the board...

Sagebrush Health Services has filed a lawsuit in California Superior Court against Amgen Inc., alleging unlawful termination of 340B drug discounts and improper retraction of at least US$7,000,000 in past discounts that it says disrupted medication supplies to its clinics. The case spotlights growing tensions around the 340B Drug Pricing Program, as Sagebrush claims Amgen bypassed federal oversight processes and harmed access to affordable care for uninsured and economically challenged...

Why Cognex’s Upcoming Earnings Matter for AI-Focused Investors Cognex (CGNX) is back in focus as you look ahead to its Q4 2025 earnings on 11 February 2026, with renewed attention on AI driven machine vision demand and recent share momentum. This upcoming report is drawing interest because it should give you a clearer read on three areas that have been central to recent debates around the stock: how revenue is tracking, where gross margins stand, and what management signals about capital...

What recent performance says about Vornado Realty Trust (VNO) Vornado Realty Trust (VNO) has seen its share price move lower in the short term, with a 1 day return of a 1.1% decline and a 7 day return of a 4.5% decline, putting recent performance in focus for investors. See our latest analysis for Vornado Realty Trust. Zooming out, the recent 1 day and 7 day share price declines sit within a weaker run, including a 90 day share price return of 17.95% decline and a 1 year total shareholder...

B. Riley Securities recently initiated coverage of N-able with a Buy rating, highlighting the company’s role in providing cloud-based software tools to managed service providers supporting small and medium-sized enterprises. This new coverage adds to an already positive analyst consensus on N-able, potentially broadening investor awareness of its managed services platform focus. Next, we will examine how B. Riley’s new Buy rating shapes N-able’s investment narrative and perceived position in...

In its fourth-quarter 2025 investor letter, Vulcan Value Partners highlighted Medpace Holdings’ strong free cash flow, solid balance sheet, and management quality, following an earnings report that surprised Wall Street with faster growth. The letter also underscored Medpace’s active share repurchase program, including buying back more than 8% of its shares at what Vulcan viewed as attractive valuations, illustrating how capital allocation is shaping the company’s profile for long-term...

PTC Therapeutics (PTCT) recently issued full year 2026 product revenue guidance of US$700 million to US$800 million, excluding Evrysdi royalties and collaboration revenue. This guidance serves as a key reference point for investors tracking the stock. See our latest analysis for PTC Therapeutics. The 12.18% 3 month share price return and 62.0% 1 year total shareholder return suggest momentum has been building around PTC Therapeutics, with the new 2026 product revenue guidance adding to recent...

Alnylam Pharmaceuticals (ALNY) recently issued full year 2026 revenue guidance, projecting combined net product revenue of US$4.9b to US$5.3b. The company states this represents 71% growth versus 2025. See our latest analysis for Alnylam Pharmaceuticals. The updated 2026 revenue guidance comes after a softer patch for the share price, with a 30-day share price return of 10.64% and a 90-day share price return of 25.20%, even though the 1-year total shareholder return is 28.42% and the 5-year...

What Frontline’s new VLCC charters mean for investors Frontline (FRO) has drawn fresh attention after signing one-year time charter-out agreements for seven very large crude carriers at daily rates of US$76,900, with charter periods beginning between late January and April 2026. These fixtures secure contracted revenue on a portion of the fleet at levels that management describes as not seen for decades. At the same time, the company is keeping most vessels exposed to spot rates, which can...

iQIYI, Inc. announced that Chief Financial Officer Jun Wang resigned on January 20, 2026 for personal reasons, with Senior Vice President of Finance Ying Zeng stepping in as interim CFO while he remains an advisor through May 31, 2026. The appointment of long-serving finance executive Ying Zeng, who has been with iQIYI since 2017, highlights the company’s reliance on internal leadership depth during this transition. We’ll explore how this abrupt CFO transition, alongside continuity from an...

Donnelley Financial Solutions recently reported Q3 2025 results that surpassed earnings expectations and outlined plans to increase the share of revenue from software solutions to 60% by 2028, while attracting new investment from the RAM Smid Composite fund. This pivot toward higher-margin software and technology-enabled compliance tools marks a meaningful shift in how the company positions itself within the regulatory and financial reporting ecosystem. We will now examine how Donnelley...

Tesla has recently begun offering unsupervised robotaxi rides in Austin and is phasing out one-time purchases of its Full Self-Driving software in favor of a monthly subscription model, while also rebranding its driver-assistance features amid regulatory scrutiny. These moves signal Tesla’s push to reposition itself from a pure EV manufacturer toward a software, autonomy, and robotics platform, even as regulators and rivals closely examine its safety and marketing claims. We’ll now examine...

Earlier in January 2026, nLIGHT, Inc. raised its fourth-quarter 2025 revenue guidance to US$78 million–US$80 million, citing stronger-than-expected Aerospace & Defense demand, and highlighted this outlook during its presentation at the 28th Annual Needham Growth Conference. This combination of upgraded guidance and conference visibility underscores how nLIGHT’s Aerospace & Defense exposure is becoming a more important driver within its business mix. We’ll now examine how the upgraded revenue...

Columbia Financial (CLBK) recently posted quarterly results that surprised investors, with revenue up 29.4% year on year and earnings per share ahead of consensus, and the stock rising 15.9% following the release. See our latest analysis for Columbia Financial. That strong earnings reaction sits against a more muted backdrop, with a 90 day share price return of 3.38% and a 3 year total shareholder return decline of 20.96%, so recent momentum is building from a weaker long term base. If you...

Viatris (VTRS) is back in focus after launching its heart failure drug Inpefa in the United Arab Emirates, the first market in its territories to offer the treatment outside the U.S. and Europe. See our latest analysis for Viatris. The Inpefa launch lands at a time when Viatris has seen a 90 day share price return of 26.78% and a 1 year total shareholder return of 23.94%. This suggests recent momentum after a mixed longer term record, including a 5 year total shareholder return of a 4.88%...

Why Glaukos Is Back on Investors’ Radar Glaukos (GKOS) has attracted fresh attention after issuing preliminary fourth quarter and full year 2025 revenue figures, reaffirming its 2026 sales outlook, and securing FDA approval for its Epioxa corneal health product. See our latest analysis for Glaukos. After a sharp 58.5% 90 day share price return and a 3.2% 30 day share price gain, Glaukos has pulled back 4.7% over the last day. Its 1 year total shareholder return of a 25.1% loss contrasts with...

In January 2026, AOP Health US, LLC announced that its critical care beta-blocker Rapiblyk (landiolol) became more widely available nationwide through Cardinal Health and other major distributors, giving hospitals broader access via their preferred purchasing channels. This expanded distribution underscores Cardinal Health’s role as a key conduit for specialty and critical care therapies within U.S. hospital and health system supply chains. We’ll now examine how this enhanced specialty drug...

Recent analyst coverage highlighted Perdoceo Education’s past-year revenue growth of 24.23% and earnings-per-share growth of 22.33%, alongside strong profitability, minimal debt, and ample liquidity. Commentary also pointed to the company’s valuation as relatively attractive compared with industry peers, suggesting investors may see a balance of growth potential and financial resilience. Next, we’ll examine how this combination of robust earnings momentum and an apparently attractive...

Applied Industrial Technologies recently posted first-quarter fiscal 2026 results that exceeded earnings and revenue expectations, supported by strength across core industrial distribution and engineered solutions operations. This outperformance, reinforced by favorable analyst earnings estimate revisions and commentary about improving industrial sector conditions, has reinforced investor attention on the company’s execution and market positioning. Against this backdrop, we’ll explore how...

Minerals Technologies (MTX) has been in focus after announcing a regular quarterly cash dividend of $0.12 per share, alongside recent expansion of its paper and packaging operations across key Asian markets. See our latest analysis for Minerals Technologies. The recent expansion of Minerals Technologies' Asian paper and packaging footprint appears to sit alongside firm share price momentum, with a 30-day share price return of 11.15% and a 90-day share price return of 21.47%. However, the...

Somnigroup International (SGI), formerly Tempur Sealy International, has attracted fresh attention after its rebrand in February 2025, prompting investors to reassess the bedding company’s recent share performance and underlying fundamentals. See our latest analysis for Somnigroup International. At a share price of $92.68, Somnigroup’s recent trading has cooled slightly, with a 2.1% one day and 1.4% seven day share price pullback. This comes even as its 90 day share price return of 12.4% and...