U.S. Infrastructure Stock News

If you are wondering whether PPG Industries at around $103 a share is a quietly attractive value play or a value trap in disguise, this article will walk through what the numbers are really saying. Over the last week the stock is up 2.5%, extending a 6.2% move over the past month, but that still sits against a softer backdrop with returns of -10.3% year to date and -14.4% over the last year. Recent headlines have focused on PPG's strategic push into higher value, specialty coatings and...

First Interstate BancSystem (FIBK) just earned a spot in the S&P 1000, putting this regional bank on the radar of more index funds and passive investors, which could provide potential tailwinds for liquidity and sentiment. See our latest analysis for First Interstate BancSystem. The backdrop to this index inclusion is a steadily improving trend, with a 30 day share price return of 9.09 percent and a year to date share price return of 10.76 percent suggesting momentum is quietly building,...

Legal probe reshapes the backdrop for Nutex Health stock The Schall Law Firm’s new investigation into Nutex Health (NUTX), sparked by Blue Orca Capital’s critical report on its billing arbitration practices, adds fresh legal uncertainty at a time when the stock has been rebounding. See our latest analysis for Nutex Health. That backdrop makes Nutex’s sharp recovery even more striking, with a year to date share price return of 432.52% and a 1 year total shareholder return of 428.71%. However,...

In recent days, Lam Research expanded its Tualatin, Oregon site with a new US$65 million facility and highlighted strong demand for its advanced etch, deposition, and packaging tools tied to AI-driven chip production for customers like TSMC and Samsung. This combination of capacity expansion, AI-focused product momentum, and supportive analyst commentary underlines how Lam is positioning itself at the center of next-generation semiconductor manufacturing. With Lam’s new Oregon facility...

In recent weeks, Snowflake reported third-quarter fiscal 2026 results with revenue of US$1,212.91 million, narrowed losses, and reaffirmed strong free cash flow guidance, while also expanding its AI ecosystem through a US$200 million multi-year Anthropic partnership, a new Accenture Snowflake Business Group, and Collibra joining its Open Semantic Interchange initiative. Together, these moves deepen Snowflake’s role as an AI data infrastructure hub, aiming to keep enterprise data, governance,...

If you have been wondering whether SailPoint is quietly turning into a value opportunity or just another mid-cap software name treading water, you are in the right place. The stock has edged up 3.9% over the last week and 9.6% over the past month, even though it is still down 4.4% year to date. This mix hints at shifting sentiment and fresh expectations from investors. Recent headlines continue to spotlight SailPoint as a key player in identity security and governance, with attention on how...

Perma-Pipe International Holdings (PPIH) has laid out a busy Q3 2026, reporting revenue of about $61.1 million and basic EPS of roughly $0.78 as investors parse how the latest quarter fits into its recent run of profitability. The company has seen revenue move from around $41.6 million in Q3 2025 to $61.1 million in Q3 2026, while quarterly EPS shifted from about $0.31 to $0.78 over the same period. This sets up a results season where the key question is how sustainable these margins really...

Macy’s, Inc. reported past third-quarter 2025 results showing relatively stable revenue of US$4.91 billion but lower net income of US$11 million, while management raised full-year 2025 net sales guidance to US$21.48 billion–US$21.63 billion and forecast fourth-quarter net sales of about US$7.35 billion–US$7.50 billion. The company’s higher guidance, alongside progress in its “Bold New Chapter” restructuring and a completed buyback of 40.88 million shares, highlights management’s confidence...

Old Republic International (ORI) has quietly delivered strong gains over the past year, and the stock’s recent move higher is drawing fresh attention from income focused investors and long term holders alike. See our latest analysis for Old Republic International. The latest leg higher to a share price of $45.3 builds on a steady uptrend, with a year to date share price return of 25.73 percent and a powerful 5 year total shareholder return of 253.07 percent, suggesting momentum is still...

Bullish (BLSH) has been sliding lately, with shares down around 16% over the past 3 months and more than 35% this year, even as revenue and net income growth paint a very different picture. See our latest analysis for Bullish. That said, the weak 90 day share price return of 16.0 percent and 2025 year to date share price return of 36.0 percent suggest sentiment is still resetting as investors reassess Bullish's growth story and risk profile around digital assets. If this kind of volatility...

On 12 December 2025, Open Text Corporation filed an omnibus shelf registration covering common and preference shares, debt, depositary shares, warrants, purchase contracts, and units, while shareholders virtually re‑elected its board with 85.84% of outstanding common shares represented. This broad shelf registration enhances Open Text’s flexibility to raise capital across multiple instruments, which can influence expectations around its balance sheet, acquisition capacity, and future funding...

The Federal Reserve's third consecutive rate cut, trimming the funds rate to a 3.5% to 3.75% range, immediately put Cipher Mining (CIFR) on traders' radar as crypto linked names caught a bid. See our latest analysis for Cipher Mining. Even after today’s pullback, with the share price at $17.05, Cipher’s roughly 57% 3 month share price return and powerful 1 year total shareholder return of 178% suggest momentum is cooling, not broken, after a huge run. If this kind of volatility has your...

In early December 2025, DoubleVerify announced that its DV Authentic Attention product is now integrated with TikTok, becoming the first badged TikTok Marketing Partner to provide direct impression-level attention measurement and granular insight into how ad exposure and engagement influence performance on the platform. This move not only broadens DoubleVerify’s reach across a major social channel but also gives advertisers sharper tools to detect creative fatigue, benchmark campaigns and...

In recent days, AAR CORP. completed the formation of xCelle Asia, a Thailand-based joint venture with Air France Industries KLM Engineering & Maintenance to overhaul next-generation aircraft nacelles for APAC operators, while also extending multi-year exclusive global distribution agreements with Collins Aerospace and Arkwin Industries. Together, these moves deepen AAR’s role across high-value MRO and parts distribution niches, broadening its geographic reach and reinforcing long-term...

Earlier this month, Venture Global, Inc. declared a US$0.017 per-share cash dividend on its Class A and Class B common stock, payable on December 31, 2025, to shareholders of record as of December 15, 2025. At the same time, its Plaquemines LNG subsidiary raised US$3.00 billion in senior secured notes while the parent company cut its profit outlook and grappled with high-profile legal disputes with major LNG customers Shell and BP. Next, we’ll examine how Venture Global’s combination of...

Recent performance and market backdrop AT&T (T) has quietly outperformed over the past year, even as the stock has slipped around 4% this month and roughly 17% in the past 3 months, creating a more interesting entry point. See our latest analysis for AT&T. With the share price at $24.58, AT&T’s recent pullback contrasts with a solid year to date, and the stronger 1 year and multi year total shareholder returns suggest sentiment is cooling slightly rather than breaking the longer term recovery...

Recent Performance and Why Williams Companies Still Matters Williams Companies (WMB) has drifted lower over the past week, but zooming out tells a different story. The stock is still up solidly over the past year and has more than doubled over three years. See our latest analysis for Williams Companies. The latest pullback in Williams Companies’ share price, now around $59.74 after a weak week of trading, looks more like a pause than a reversal, given its solid year to date share price gains...

Victory Capital Holdings recently expanded its international offerings by adding three new UCITS funds through its partnership with Amundi, bringing its UCITS lineup to 22 and supporting its global growth ambitions. This move coincides with Total Assets Under Management reaching US$314.8 billion and client assets of US$317.7 billion, underscoring the scale behind its push into cross-border fund distribution. Next, we’ll examine how the new Amundi-Distributed UCITS range could reshape Victory...

In December 2025, BWX Technologies reported shipping its TRISO nuclear fuel to Idaho National Laboratory for the U.S. Army’s Project Pele microreactor and was named, alongside Laurentis Energy Partners and Canadian Nuclear Partners, as Owner’s Engineer for Bulgaria’s planned AP1000 units at the Kozloduy nuclear plant under a multi‑year, hundreds‑of‑millions‑of‑euros contract. Together, these developments underline BWXT’s role at both ends of the nuclear spectrum, leading‑edge defense...

Why Freshpet Stock Has Caught Investor Attention Freshpet (FRPT) has quietly staged a comeback, with shares up roughly 14% over the past month even though the stock is still down sharply year to date. See our latest analysis for Freshpet. That recent momentum, reflected in a 30 day share price return of 14.04% and a three year total shareholder return of 14.85%, is encouraging but still sits against a steep year to date share price decline and weaker one year total shareholder returns. If...

In recent months, analysts and investors have highlighted Birkenstock Holding’s preannounced fiscal 2025 revenue growth, expansion in Western and Asia Pacific markets, and acquisitions of a German production facility and its Australian distributor as key developments supporting its brand momentum. An interesting angle is how Birkenstock’s growing resonance with younger consumers, under CEO Oliver Reichart and majority owner LVMH’s family office, is reshaping its image from heritage comfort...

If you have been wondering whether SouthState Bank at around $96 a share is quietly turning into a value opportunity, you are not alone. This is exactly what we are going to unpack. The stock has climbed 4.3% over the last week and 7.2% over the past month, even though it is still down 0.9% year to date and 9.4% over the last year. This hints at shifting expectations after a tougher stretch, despite a solid 39.3% 3 year and 46.9% 5 year run. Recent headlines around regional banks, including...

TransDigm Group (TDG) just delivered a strong quarterly earnings report, with higher net sales, rising net income, and upbeat fiscal 2026 guidance that reinforces its growth story across commercial and defense aviation. See our latest analysis for TransDigm Group. Even after a strong quarter and the Simmonds Precision Products acquisition, TransDigm’s 1 year total shareholder return of 9.89 percent and powerful 3 year total shareholder return of 150.04 percent show momentum is still firmly in...

Ouster (OUST) just added seasoned operator Phillip Eyler to its board and Compensation Committee, a governance move that lines up neatly with what analysts see as a long runway in automotive, industrial, and robotics growth. See our latest analysis for Ouster. The latest pullback, including a 1 day share price return of minus 8.1 percent, comes after a powerful year to date share price return of roughly 96 percent and a 1 year total shareholder return of about 167 percent. This suggests...