U.S. Infrastructure Stock News

In February 2026, Cisco Systems reported second-quarter revenue of US$15,349 million and net income of US$3,175 million, raised full-year revenue and EPS guidance, and announced a quarterly dividend of US$0.42 per share alongside continued share repurchases. At the same time, investors weighed Cisco’s surge in AI infrastructure orders and new AI-focused product launches against narrowing gross margins, higher component costs, weaker operating cash flow, and insider share sales, creating...

If you are looking at Union Pacific and wondering whether the current share price still offers value, you are not alone. This article is built to help you think through that question clearly. The stock last closed at US$265.00, with returns of 0.8% over 7 days, 15.5% over 30 days, 14.3% year to date, 9.8% over 1 year, 48.6% over 3 years, and 40.4% over 5 years. This naturally raises questions about what is already priced in and what might still be on the table. Recent news around Union...

Earnings beat and higher AI targets put Arista Networks in focus Arista Networks (ANET) is back on investors’ radar after a strong Q4 2025 earnings beat, a higher 2026 revenue outlook, and a sharp increase in its AI networking revenue target. See our latest analysis for Arista Networks. Despite a 2.1% decline in the latest trading day and some pressure after the Meta and Nvidia data center partnership headlines, Arista’s 30-day share price return of 7.5% and 1-year total shareholder return of...

Helios Technologies recently announced it released its fourth quarter and full year 2025 results on March 2, 2026, followed by a March 3 conference call led by President and CEO Sean Bagan and EVP and CFO Jeremy Evans to review performance and outlook. At the same time, analysts have highlighted Helios’s pattern of earnings surprises and growing optimism about near-term results, even as the company faces questions about organic growth and returns on capital. Now we’ll examine how rising...

NRG Energy has announced in recent days that it will invest about US$617 million to build a new 455‑megawatt natural gas power plant at its existing Greens Bayou site in Harris County, Texas, backed by a US$370 million Texas Energy Fund loan and JETI program incentives, with operations targeted for 2028. Alongside this grid‑focused expansion, NRG’s board has approved a US$3.00 billion share repurchase program and a higher quarterly dividend, highlighting how the company is pairing...

Coursera, NYSE:COUR, has announced an agreement to combine with Udemy. The companies plan to create a larger online learning platform with a focus on AI powered experiences. The move signals consolidation in online education and is expected to be closely watched by investors and industry participants. For investors tracking NYSE:COUR, the announcement comes after a challenging period for the share price. Coursera closed at $5.93, with a 3.3% gain over the past week but declines of 5.7% over...

Energy Transfer (ET) kicked off the year with a mixed fourth quarter, pairing an earnings per share shortfall against expectations with revenue that came in ahead of forecasts and fresh project updates. See our latest analysis for Energy Transfer. Despite the earnings miss, the latest update seems to have supported sentiment, with the share price at US$18.86 and a 30 day share price return of 8.70% contributing to a three year total shareholder return of 85.37%. Over five years, the total...

If you are wondering whether Illumina's current share price lines up with its underlying worth, this article will walk you through what the numbers are really saying about value. The stock closed at US$120.09, with returns of 3.2% over the last 7 days, a 15.2% decline over 30 days, a 10.6% decline year to date, a 16.6% gain over 1 year, a 38.7% decline over 3 years and a 73.2% decline over 5 years. The pricing story has therefore been quite mixed across different time frames. Recent news...

MFA Financial (MFA) has put up steady quarterly numbers in FY 2025 so far, with Q3 revenue of US$85 million and EPS of US$0.36, alongside net income of US$37 million. The company has seen revenue move between US$72 million and US$90 million per quarter over the past six reported periods, with EPS ranging from a small loss of US$0.02 to US$0.38. This gives investors a clearer view of how the income line and per share results have tracked through recent conditions. With trailing 12 month net...

Remitly Global (NasdaqGS:RELY) has appointed Sebastian Gunningham as CEO, succeeding co founder Matt Oppenheimer. The leadership change coincides with the announcement of Remitly's first full year of GAAP profitability. The company also reported record quarterly financial results alongside the CEO transition. Remitly focuses on digital cross border remittances, offering migrant workers and their families app based money transfer services. The combination of a new CEO and confirmation of...

Earnings setback and fleet expansion put Borr Drilling (NYSE:BORR) in focus Borr Drilling (NYSE:BORR) is back on investors’ radar after reporting a fourth quarter 2025 net loss alongside full-year earnings and closing a five-rig acquisition from Noble Corporation for US$360 million. See our latest analysis for Borr Drilling. Borr Drilling’s recent fourth quarter loss and fleet expansion come after a strong run in the shares. The latest share price is US$5.78 and the 90 day share price return...

Assessing Builders FirstSource after recent share price moves Builders FirstSource (BLDR) has drawn attention after recent share price pressure, with the stock down about 10% over the past month and roughly 21% over the past year, despite positive multi year total returns. See our latest analysis for Builders FirstSource. Recent share price weakness, with a 7 day share price return of a 10.27% decline and a 30 day share price return of a 10.17% decline, contrasts with a 90 day share price...

For readers wondering whether Domino's Pizza at around US$382.99 represents a bargain or whether the easier gains may have already occurred, this article walks through what the current price might reflect about the business. The share price is around US$382.99 after a 0.3% decline over the last 7 days, a 4.3% decline over 30 days, a 9.9% decline year to date, and an 18.1% decline over the past year. The 3 year and 5 year returns sit at 14.7% and 11.9% respectively. Recent headlines around...

Recent share performance and business snapshot Apellis Pharmaceuticals (APLS) has drawn investor attention after recent share price moves, with the stock showing mixed returns over the past year and a market reaction that contrasts with its more recent monthly performance. The share price is up about 11% over the past month and around 14% over the past 3 months, while the 1 year total return is a decline of roughly 22%, and the 3 year total return is a decline of about 66%. Year to date, the...

Suburban Propane Partners (SPH) caught investor attention after reporting first quarter 2025 earnings, with net income of US$45.78 million compared to US$19.42 million a year earlier, on relatively stable revenue of about US$370 million. See our latest analysis for Suburban Propane Partners. The latest earnings release appears to sit alongside gradually improving sentiment, with a 30 day share price return of 5.52% and a 90 day gain of 8.35%. The 5 year total shareholder return of 96.45%...

Wingstop (WING) just posted its FY 2025 third quarter numbers, reporting revenue of US$175.7 million and basic EPS of US$1.02, while trailing twelve month EPS is US$6.15 on revenue of US$683.0 million. The company’s revenue has moved from US$162.5 million and EPS of US$0.88 in Q3 2024 to US$175.7 million and EPS of US$1.02 in Q3 2025. This sits alongside trailing net income of US$174.3 million, which contributes to the 25.5% net margin reported over the past year and highlights a results...

Analog Devices (ADI) opened its new fiscal year with Q1 2026 results that sit on top of a clear ramp in recent quarters, with revenue moving from US$2,443.2 million in Q4 2024 to US$3,076.1 million in Q4 2025 and basic EPS stepping up from US$0.96 to US$1.60 over the same period. Over the trailing twelve months to Q4 2025, total revenue reached US$11.0 billion and basic EPS came in at US$4.59. This gives investors a fuller sense of earnings power coming into this latest print and sets the...

Clinical and earnings updates shift focus for Roivant Sciences (ROIV) Roivant Sciences (ROIV) shares are in focus after the company reported a key clinical milestone for its pulmonary hypertension program and quarterly results that showed lower sales and a larger net loss compared with last year. See our latest analysis for Roivant Sciences. The clinical milestone and latest earnings are landing against a backdrop of strong momentum, with Roivant Sciences showing a 30 day share price return...

In early February 2026, Viasat Inc. reported third-quarter revenue of US$1,157.05 million and net income of US$24.97 million, reversing a prior-year loss, while Astralintu purchased two advanced S/X/Ka-band antennas from Viasat to expand its Equatorial Ground Station Network in Ecuador. By integrating Astralintu’s equatorial sites into its Real-Time Earth Ground segment-as-a-Service network, Viasat is aiming to close coverage gaps across the Southern Caribbean, South America, and the Eastern...

Board changes and weak user trends put Match Group in focus Match Group (MTCH) is back on investors’ radars after fresh boardroom changes and pressure on its core metrics, with payer counts, average revenue per user, and engagement all weakening over the last two years. See our latest analysis for Match Group. Despite the latest board reshuffle and weaker user metrics, Match Group’s recent share price returns have been slightly negative over most short timeframes, and its 1 year total...

On 16 February 2026, THG Ingenuity, part of The Hut Group, announced a partnership with The Trade Desk that makes audience segments from Cult Beauty and lookFANTASTIC available self-serve across The Trade Desk’s Kokai platform for omnichannel digital campaigns. This agreement gives advertisers access to high-quality retail commerce data across beauty categories, enabling more personalised targeting and closed-loop measurement against actual sales outcomes. We’ll now examine how this new...

Fastly, Inc. reported its fourth-quarter 2025 and full-year 2025 results on 11 February 2026, with quarterly sales rising to US$172.61 million from US$140.58 million and its annual net loss narrowing to US$121.68 million on revenue of US$624.02 million, compared with US$543.68 million a year earlier. Management paired this performance with 2026 revenue guidance of US$700 million to US$720 million and emphasized growing demand from AI-related traffic and security services as key drivers of...

Atlassian (TEAM) shares are reacting to a packed February, with investors weighing a record fiscal Q2 that reached key revenue milestones, raised guidance, and highlighted the growing role of the Rovo AI platform. See our latest analysis for Atlassian. Even with the solid fiscal Q2 and raised guidance, Atlassian’s share price tells a different story, with a 30 day share price return of 29.47% and a 1 year total shareholder return decline of 72.47%, suggesting momentum has been under pressure...

Earlier this month, Alaska Air Group reported fourth-quarter 2025 results with adjusted EPS of US$0.43 versus analyst expectations of US$0.11, while Executive Vice President and Chief Commercial Officer Andrew R. Harrison sold about US$794,762 of stock after exercising restricted stock units. On February 15, 2026, the company also awarded nearly three weeks of performance-based bonus pay to more than 32,000 employees, underscoring management’s focus on operational execution, service...