U.S. Infrastructure Stock News

Recent insider activity at Louisiana-Pacific (LPX) has grabbed investor attention, with CEO William Bradley Southern selling US$6.39 million of stock under a pre-arranged 10b5-1 plan. See our latest analysis for Louisiana-Pacific. The recent insider sale comes as Louisiana-Pacific’s share price sits at US$93.14, with a 30-day share price return of 15.26% and a year-to-date share price return of 13.96%. The 1-year total shareholder return of 17.95% contrasts with much stronger 3-year and...

Analyst optimism around Customers Bancorp (CUBI) has picked up ahead of its December 2025 quarter results, as expectations for higher earnings intersect with stronger customer satisfaction signals at Customers Bank. See our latest analysis for Customers Bancorp. At a share price of US$78.46, Customers Bancorp has seen a 21.64% 90 day share price return, while its 1 year total shareholder return of 56.92% and 5 year total shareholder return of 248.25% point to strong longer term momentum. If...

CG Oncology (CGON) is back in focus after accelerating the topline data timeline for its Phase 3 PIVOT-006 trial, the first randomized study for intermediate-risk non muscle invasive bladder cancer patients. See our latest analysis for CG Oncology. The accelerated PIVOT-006 timeline sits against a strong recent run, with a 30 day share price return of 40.23% and a 1 year total shareholder return of 88.20%, suggesting momentum has been building around the story. If CG Oncology’s progress has...

Why US Foods Holding (USFD) Is Back on Investor Radar US Foods Holding (USFD) has drawn fresh attention after securing a maximum $198.26 million Defense Logistics Agency contract and reporting quarterly results that met revenue expectations while beating analyst EPS forecasts. See our latest analysis for US Foods Holding. The reaffirmed 2025 guidance, recent conference appearance, and new $198.26 million Defense Logistics Agency award have arrived alongside a 13.39% 7 day share price return...

In January 2026, AptarGroup announced that its LuerVax and Spray Divider nasal vaccine delivery systems are being used in CastleVax’s Phase II trial of the CVAX‑01 intranasal COVID‑19 vaccine, while also highlighting its expanding portfolio of preservative‑free and precision eye care technologies such as Beat the Blink in partnership with Bausch + Lomb. Together, these developments emphasize AptarGroup’s role as an enabling technology provider for next‑generation nasal and ophthalmic drug...

Earlier this week, UBS analyst Leonardo Olmos upgraded Millicom International Cellular (TIGO) to a buy rating, citing increased confidence in the company’s growth outlook as it expands telecom services across Latin America and pursues acquisitions in Ecuador and Uruguay. This shift in analyst sentiment highlights how Millicom’s regional expansion and service diversification are increasingly shaping market perceptions of its longer-term prospects. We’ll now examine how UBS’s renewed...

Earlier this month, BioCryst Pharmaceuticals, Inc. issued full-year 2026 earnings guidance, projecting total revenue between US$635,000,000 and US$660,000,000, following its presentation at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco. This new revenue outlook provides a clearer benchmark for how management currently views demand for its rare disease therapies and overall business trajectory. Now, we’ll consider how BioCryst’s newly issued 2026 revenue guidance range...

Alaska Air Group recently reaffirmed that the Alaska Airlines and Hawaiian Airlines brands will remain distinct while it expands its global footprint, including new long-haul routes from Seattle to London, Rome, Reykjavik, Tokyo and Seoul, with some services already operating and others scheduled to begin in 2026. At the same time, the company has warned that its upcoming fourth-quarter 2025 results, due January 22, were hurt by an IT outage, government shutdown-related revenue losses and...

Pool (POOL) shares moved after the company outlined an executive transition, with long-time Senior Vice President Kenneth “Kenny” G. St. Romain set to retire in 2026 and John B. Watwood joining as Executive Vice President. See our latest analysis for Pool. The latest executive news comes on top of a sharp recent rebound, with a 30 day share price return of 15.51% and a year to date share price return of 16.66%. However, the 1 year total shareholder return remains a 22.23% decline, which...

Earlier in January, iKKO announced a collaboration with MediaTek and Silicon Motion’s SIMO unit to power MindOne, a card-sized “Always-On AI” smartphone using SIMO’s Virtual SIM technology for global fallback connectivity across more than 140 countries. This move highlights how Silicon Motion’s connectivity layer can underpin AI services that remain available even when primary networks are weak or unavailable. We’ll now explore how this AI-focused device collaboration, centered on...

In early January 2026, Microchip Technology released its JANPTX family of MIL-PRF-19500-qualified, non-hermetic plastic TVS devices for aerospace and defense, while also advancing custom firmware for its MEC1723 embedded controller to support NVIDIA DGX Spark personal AI supercomputers and qualifying automotive-grade embedded SuperFlash Gen 4 memory with UMC. Together, these developments highlight Microchip’s push into high-reliability aerospace and automotive solutions and secure,...

In recent days, TE Connectivity drew attention as multiple major banks reaffirmed positive ratings ahead of its upcoming earnings report, while investors also learned that CEO Terrence R. Curtin received US$18,325,536 in 2025 compensation alongside significant insider share sales over the past six months. The combination of bullish analyst sentiment, expectations for strong Industrial Solutions earnings growth, and concentrated insider selling creates an interesting tension between external...

Performance Food Group (PFGC) is back in focus after reporting Q3 2025 results, with revenue up 10.8% year on year to US$17.08b and full year sales guidance raised, while adjusted EPS and EBITDA guidance trailed market expectations. See our latest analysis for Performance Food Group. The mixed Q3 2025 update appears to be contributing to a picture of steady but not runaway momentum, with a 7 day share price return of 7.37% and a 30 day return of 6.49% helping lift the year to date share price...

Boot Barn Holdings (BOOT) has caught investor attention after recent share moves, with the stock showing mixed short term performance and stronger longer term returns that invite a closer look at its current valuation. See our latest analysis for Boot Barn Holdings. The latest 1 day share price return of 2.82% at US$192.69 comes after a softer 7 day share price return and more modest moves in recent months. In contrast, the 1 year total shareholder return of 19.91% and 5 year total...

In recent months, Popular Inc. has reported a higher net interest margin and strong growth in tangible book value per share, signalling a more resilient balance sheet and improved profitability drivers compared with two years ago. At the same time, analysts are reassessing Popular’s position as its revenue growth and asset base strengthen, even though its net interest income expansion trails the wider banking industry and leaves questions about underlying loan demand. With Popular’s...

Taysha Gene Therapies has reported past progress in its TSHA-102 Rett syndrome program, including dosing the first patient in the REVEAL pivotal trial and advancing enrollment, alongside further FDA alignment on the ASPIRE safety-focused study and its planned BLA submission for a broad patient population. In parallel, Taysha filed an approximately US$87.91 million shelf registration for nearly 17,976,582 common shares tied to an ESOP-related offering, highlighting ongoing preparations to...

In recent days, Centessa Pharmaceuticals reported new preclinical data showing its selective OX2R agonist reduced behavioral despair and improved wakefulness in animal models of major depressive disorder, while also outlining plans to broaden its orexin pipeline across neuropsychiatric conditions with high unmet need. Coupled with strong analyst support, leadership changes, and a planned US$250,000,000 public offering to fund late-stage trials, these developments highlight how Centessa is...

Autoliv stock: earnings strength meets new autonomous driving partnership Autoliv (ALV) has drawn fresh investor interest after a Q3 report that exceeded analyst expectations on revenue and adjusted operating income, alongside a new partnership with Tensor on a foldable steering wheel for autonomous vehicles. See our latest analysis for Autoliv. At a share price of US$126.38, Autoliv has paired renewed attention on autonomous driving features with a 7.39% 3 month share price return and a...

Quanta Services recently reorganized its reportable segments, combining electric power and renewable energy services under Electric Infrastructure Solutions and reporting a record US$39.20 billion backlog in 2025, while analysts raised earnings and revenue estimates ahead of its upcoming results. This combination of segment realignment, expanding infrastructure demand, and more optimistic analyst expectations has reinforced perceptions of resilient business trends despite cost and regulatory...

Why Johnson Controls International (JCI) is catching investor attention Johnson Controls International (JCI) has drawn fresh interest after recent share price moves, with the stock up 1.5% over the past day and 3.4% over the past week. See our latest analysis for Johnson Controls International. The recent 1-day and 7-day share price gains come after a softer 30-day share price return of 4.1% and a year to date share price return of 6.3%. Longer term total shareholder returns of 43.4% over 1...

In recent weeks, Levi Strauss & Co. has launched its Levi’s Wear Longer Project with Discovery Education, advanced AI and cloud retail tools with Microsoft, and prepared to report its fiscal 2025 results on a January 28, 2026 earnings call led by CEO Michelle Gass and CFO Harmit Singh. These moves, alongside recognition as the top retail apparel brand for customer loyalty and ongoing discounting of flagship 501 jeans, highlight how Levi’s is pairing brand-building sustainability efforts with...

Dianthus Therapeutics recently highlighted positive Phase II MaGic trial data for its complement inhibitor Claseprubart (DNTH103) in generalized myasthenia gravis and presented its broader pipeline story at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco, led by President and CEO Marino Garcia. The combination of clinically meaningful efficacy, favorable tolerability, and growing interest in mechanism-based therapies positions Claseprubart as a potentially important...

Otter Tail (OTTR) just approved a higher quarterly dividend of $0.5775 per share, lifting the indicated annual payout to $2.31 and extending its dividend track record into an 88th consecutive year. See our latest analysis for Otter Tail. At a share price of $87.85, Otter Tail has logged a 6.98% 1 month share price return and 13.11% 3 month share price return, while its 5 year total shareholder return of 139.86% points to strong long term compounding alongside the newly higher dividend. If...

In early February 2026, Digital Realty Trust reported continued momentum in its data center business, supported by stronger core FFO trends, upbeat analyst earnings revisions, and expanded AI-focused infrastructure collaborations such as its NVIDIA partnership in Northern Virginia. These developments have reinforced perceptions of robust demand for AI and cloud data center capacity, with some analysts and investors focusing on how Digital Realty’s growing project pipeline and capital...