U.S. Infrastructure Stock News

NYSE:GRC
NYSE:GRCMachinery

Why Gorman-Rupp (GRC) Is Up 16.9% After Record 2025 Earnings Beat Analyst Expectations – And What's Next

The Gorman-Rupp Company recently reported its fourth-quarter and full-year 2025 results, with quarterly sales of US$166.57 million and net income of US$13.75 million, and full-year sales of US$682.39 million and net income of US$53.02 million, all higher than the prior year. Management also reported that earnings exceeded analyst expectations and highlighted record sales, adjusted earnings per share, and strong incoming orders supported by infrastructure-related demand. We’ll now examine how...
NYSE:ITGR
NYSE:ITGRMedical Equipment

A Look At Integer Holdings (ITGR) Valuation As Legal Actions Target Electrophysiology Disclosures

Legal actions and what they focus on Integer Holdings (ITGR) is under increased legal scrutiny after several law firms announced investigations and a class action lawsuit tied to its electrophysiology device business. The claims center on whether the company overstated its competitive position in electrophysiology manufacturing and presented these devices as a key growth driver, despite reports of weaker demand and revenue. Recent company disclosures about slower than expected adoption of...
NYSE:CMG
NYSE:CMGHospitality

Chipotle Tests New Menu And Loyalty Levers As Demand Softens

Chipotle Mexican Grill (NYSE:CMG) is rolling out new menu items, including high protein options and the return of Chicken Al Pastor, in response to softer consumer demand. The company is increasing limited time promotions and sharpening its focus on higher income and health focused customers, including those using GLP 1 drugs. Chipotle is also revamping its loyalty program with AI driven personalization to deepen engagement and support traffic and ticket size. Chipotle operates a fast...
NasdaqGS:GH
NasdaqGS:GHHealthcare

Guardant Health (GH) Is Down 8.3% After Landmark ctDNA Study in Stage III Colon Cancer

Guardant Health, together with Mayo Clinic and the Alliance for Clinical Trials in Oncology, recently published the largest study so far in the Journal of Clinical Oncology showing that its Guardant Reveal blood test for circulating tumor DNA more accurately predicts recurrence and overall survival than standard staging in resected stage III colon cancer patients. The findings suggest that tissue-free ctDNA testing, including assessment of tumor fraction, could meaningfully reshape routine...
NYSE:AI
NYSE:AISoftware

C3.ai Merger Talks With Automation Anywhere Shift Investment Risk Profile

C3.ai (NYSE:AI) is reportedly in merger discussions with Automation Anywhere. The potential transaction could lead to Automation Anywhere acquiring C3.ai and becoming a public company through the deal. The talks, if they progress, would combine an enterprise AI software provider with an automation focused platform serving corporate customers. C3.ai, traded under ticker NYSE:AI, focuses on enterprise AI applications, while Automation Anywhere is known for its automation software used in...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

DraftKings Crypto.com Deal Expands Regulated Prediction Markets For Investors

DraftKings (NasdaqGS:DKNG) has expanded its prediction markets through a new partnership with Crypto.com. The company is introducing player specific sports event contracts and plans to add broader categories such as politics and entertainment. The expansion targets additional states, including some that do not currently offer legalized online sports betting. For you as an investor, this move sits at the intersection of online gaming, digital assets, and regulated prediction products...
NYSE:FLUT
NYSE:FLUTHospitality

Does Kalshi’s Rise and Slower FanDuel App Uptake Recast Flutter Entertainment’s (FLUT) Competitive Edge?

Flutter Entertainment, the owner of FanDuel, has recently come under pressure as prediction markets such as Kalshi gain traction, offering an alternative way for users to bet on outcomes and potentially sidestep traditional state-level gambling rules. Although FanDuel and rival DraftKings have launched their own prediction market apps, early download trends suggest these offerings are currently lagging Kalshi, highlighting a competitive shift that could influence how online wagering...
NYSE:FN
NYSE:FNElectronic

How Fabrinet’s Strong Quarter and Buybacks Will Impact Fabrinet (FN) Investors

Fabrinet recently reported past second-quarter and six-month results to December 26, 2025, highlighting higher sales of US$1.13 billion and increased net income of US$112.63 million, alongside completing a share repurchase program totaling 3,887,487 shares for US$365.10 million under its 2017 authorization. The company also issued new guidance for the third fiscal quarter ending March 27, 2026, projecting revenue between US$1.15 billion and US$1.20 billion and GAAP diluted earnings per share...
NYSE:DAL
NYSE:DALAirlines

A Look At Delta Air Lines (DAL) Valuation After Recent Share Price Momentum

Why Delta Air Lines (DAL) is on investors’ radar today Delta Air Lines (DAL) has drawn fresh attention after its recent share performance, which includes a negative 1-day return alongside gains over the past week, month, past 3 months, and year to date. See our latest analysis for Delta Air Lines. Despite a 0.46% 1-day share price decline to US$75.0, Delta Air Lines has seen momentum build, with an 8.57% 7-day share price return and a 29.89% 90-day share price return, alongside a 3-year total...
NYSE:DOC
NYSE:DOCHealth Care REITs

Should Healthpeak’s 2025 Results, Buybacks and 2026 EPS Guidance Require Action From Healthpeak Properties (DOC) Investors?

Healthpeak Properties, Inc. has reported past fourth-quarter 2025 sales of US$549.03 million and revenue of US$719.40 million, alongside full-year 2025 revenue of US$2.82 billion and net income of US$71.35 million, and also completed a share repurchase of 5,091,156 shares for US$94.17 million under its July 25, 2024 buyback program. The company also issued past earnings guidance for 2026, projecting diluted earnings per common share between US$0.34 and US$0.38, which contrasts with its much...
NasdaqGS:CATY
NasdaqGS:CATYBanks

A Look At Cathay General Bancorp (CATY) Valuation After Recent Boardroom Changes

Cathay General Bancorp (CATY) has announced a boardroom change, appointing experienced banking analyst Lana Chan as a Class I director, while longtime director Jane Jelenko plans to retire in April 2026. See our latest analysis for Cathay General Bancorp. The share price has gained momentum recently, with a 7.41% 1 month share price return and a 15.71% 3 month share price return at US$54.22, while the 5 year total shareholder return of 68.99% points to solid long term compounding. If this...
NYSE:ASGN
NYSE:ASGNIT

Assessing ASGN (ASGN) Valuation After Recent Share Pullback And Updated Fair Value Estimate

Event context and recent share performance ASGN (ASGN) has drawn fresh attention after its recent trading performance, with the share price closing at US$50.06 and showing mixed returns over the past week, month and past 3 months. See our latest analysis for ASGN. That recent 1 day share price decline of 4.65% to US$50.06 sits against a 90 day share price return of 10.17%. At the same time, the 1 year total shareholder return of 37.01% and 3 year total shareholder return of 45.24% point to...
NYSE:CCI
NYSE:CCISpecialized REITs

Crown Castle Refocuses On Towers While Balancing Debt Cuts And Payouts

Crown Castle (NYSE:CCI) plans to sell its fiber and small cell businesses and concentrate on its core tower assets. The company is implementing significant workforce reductions alongside this planned divestiture. Crown Castle also intends to reduce debt while continuing dividends and share buybacks. Crown Castle, trading at $83.08, is reshaping its business around its tower portfolio while stepping back from fiber and small cell operations. The stock shows a 29.5% decline over 3 years and a...
NasdaqGS:FRMI
NasdaqGS:FRMISpecialized REITs

Assessing Fermi (FRMI) Valuation As Project Matador Turbines Arrive For Texas Hybrid Power Campus

Fermi (FRMI) drew fresh attention after announcing delivery of the first six Siemens Energy SGT-800 natural gas turbines for Project Matador, a key step in building its large hybrid power campus in Texas. See our latest analysis for Fermi. The turbines news comes after a volatile stretch for the stock, with a 1-day share price return of 8.62% lifting Fermi to US$8.69. Its 90-day share price return of 60.06% decline suggests momentum has been fading, despite a relatively mild year to date...
NYSE:AR
NYSE:AROil and Gas

Antero Resources Expands Footprint With HG Energy Deal And Added Debt

Antero Resources (NYSE:AR) has completed its acquisition of HG Energy II Production Holdings for about US$2.8b. The transaction is partly funded by a new US$1.5b unsecured term loan under a credit agreement. The deal expands Antero’s production footprint and changes its capital structure through added debt financing. Antero Resources, listed on the NYSE under ticker AR, operates as an independent oil and gas producer. By bringing HG Energy II Production Holdings into the fold, the company...
NYSE:MTG
NYSE:MTGDiversified Financial

How MGIC’s 2025 Earnings, Buybacks and Dividend at MGIC Investment (MTG) Have Changed Its Investment Story

MGIC Investment Corporation has already reported fourth-quarter 2025 results, with revenue of US$298.65 million and net income of US$169.31 million, and for the full year 2025 generated revenue of US$1.21 billion and net income of US$738.35 million alongside a quarterly dividend declaration of US$0.15 per share. The company’s earnings per share from continuing operations increased year over year in both the quarter and the full year, supported by an extensive buyback program that retired...
NYSE:HUBS
NYSE:HUBSSoftware

Is There Now An Opportunity In HubSpot (HUBS) After A 70% One Year Share Price Slide

If you are wondering whether HubSpot is starting to look attractively priced after its recent slide, you are not alone. This article is here to unpack what that might mean for you as an investor. HubSpot's share price closed at US$231.08, with returns of 5.7% decline over 7 days, 37.8% decline over 30 days, 39.5% decline year to date, 70.5% decline over 1 year, 36.5% decline over 3 years and 56.2% decline over 5 years. This naturally raises questions about how the market is currently viewing...
NYSE:XOM
NYSE:XOMOil and Gas

Exxon Mobil (XOM) Valuation Check After Recent Share Price Momentum

What Exxon Mobil’s Recent Performance Tells You Exxon Mobil (XOM) has caught investor attention after a 21.3% move over the past month and 26.2% in the past 3 months, inviting a closer look at how this aligns with its current fundamentals. See our latest analysis for Exxon Mobil. At a share price of $151.21, Exxon Mobil’s recent 7 day share price return of 9.26% and 30 day share price return of 21.35% sit alongside a 1 year total shareholder return of 41.26% and 5 year total shareholder...
NasdaqGS:ACIW
NasdaqGS:ACIWSoftware

Is ACI Worldwide (ACIW) Pricing Reflect Its DCF Value After Recent Share Price Pullback

If you are wondering whether ACI Worldwide at around US$41.83 is priced fairly or offering a bargain, you are not alone. This article focuses squarely on what you are getting for the price you pay. The share price has moved 5.8% over the last 7 days, while returns sit at a 10.6% decline over 30 days, an 8.4% decline year to date and a 20.0% decline over 1 year, set against a 55.9% gain over 3 years and a 1.2% gain over 5 years. Recent news around ACI Worldwide has mainly centered on its role...
NYSE:SDRL
NYSE:SDRLEnergy Services

Seadrill (SDRL) Is Up 7.5% After $114M West Saturn Contract Extension What’s Changed

In January 2026, Seadrill Limited announced that Equinor Brasil Energia exercised a one-year priced option for the ultra-deepwater drillship West Saturn, adding US$114,000,000 to Seadrill’s contract backlog and extending the 2022-originated contract through October 2027. This extension highlights continued demand for high-spec offshore drilling capacity and gives Seadrill greater visibility on future rig utilization and contracted revenue. We’ll now look at how the added US$114,000,000...
NYSE:NATL
NYSE:NATLDiversified Financial

Is NCR Atleos (NATL) Using ATM Estate Upgrades To Deepen Its Retail Moat?

NCR Atleos Corporation recently renewed its long-standing partnership with Heart of England Co-operative, securing a five-year extension and a full upgrade of the retailer’s 35-site ATM estate to enhance free-to-use cash access across the region. This renewal highlights how NCR Atleos’ integrated hardware, software and managed services offering can deepen client relationships by improving ATM availability, operational efficiency and in-store footfall potential. We’ll now examine how this...
NYSE:LMT
NYSE:LMTAerospace & Defense

Lockheed’s Missile Surge and Steady Payouts Could Be A Game Changer For Lockheed Martin (LMT)

In late January and early February 2026, Lockheed Martin reported higher fourth-quarter 2025 sales and earnings, confirmed 2026 guidance, maintained a US$3.45 first-quarter 2026 dividend, and outlined a long-term framework with the U.S. Department of War to quadruple annual THAAD interceptor production to 400 units while ramping PAC-3 MSE output. This combination of major defense production commitments, continued investment in new manufacturing capacity, and ongoing dividends and buybacks...
NYSE:DVA
NYSE:DVAHealthcare

Is DaVita (DVA) Pricing Reflect Its Value After Recent Share Price Volatility

If you are wondering whether DaVita's current share price reflects its true worth, this article walks through how the market might be valuing the business today. DaVita's stock recently closed at US$137.64, with returns of 2.2% over 7 days, 23.5% over 30 days, 20.2% year to date, 66.1% over 3 years and 32.1% over 5 years, set against a 20.8% decline over the last year. Recent headlines around DaVita have focused on its role as a major kidney care provider and on how healthcare policy,...
NYSE:LOB
NYSE:LOBBanks

Assessing Live Oak Bancshares (LOB) Valuation After Quarterly Beat And Analyst Target Upgrade

Live Oak Bancshares (LOB) is back in focus after quarterly results significantly beat market expectations, followed by an analyst firm lifting its valuation outlook while keeping a positive rating on the stock. See our latest analysis for Live Oak Bancshares. The latest quarterly beat and valuation upgrade come on top of strong momentum, with a 30-day share price return of 13.98% and a 90-day share price return of 30.10%. The 1-year total shareholder return of 15.73% and 3-year total...