U.S. Infrastructure Stock News

NYSE:EDU
NYSE:EDUConsumer Services

A Look At New Oriental Education & Technology Group (EDU) Valuation After Recent Mixed Share Price Performance

What recent performance says about New Oriental Education & Technology Group New Oriental Education & Technology Group (EDU) has drawn investor attention after a period where the stock moved roughly 6% over the past month and about 10% over the past 3 months. Those returns sit alongside a 1 day decline of about 2.6% and a 7 day decline of roughly 2.3%. This combination can prompt investors to look more closely at the company’s fundamentals and recent financial metrics. See our latest analysis...
NasdaqGS:EXEL
NasdaqGS:EXELBiotechs

How Investors May Respond To Exelixis (EXEL) Earnings Beat And FDA Review Of New Cancer Combo

Exelixis recently reported past fourth-quarter 2025 revenue of US$598.66 million and net income of US$244.53 million, with full-year 2025 revenue of US$2.32 billion and net income of US$782.57 million, alongside higher basic and diluted earnings per share from continuing operations versus the prior year. At the same time, the FDA accepted Exelixis’s New Drug Application for zanzalintinib plus atezolizumab in previously treated metastatic colorectal cancer, signaling regulatory progress that...
NasdaqCM:QUBT
NasdaqCM:QUBTTech

Why Quantum Computing (QUBT) Is Down 10.3% After Luminar Deal Amid Surging Short Interest – And What's Next

In recent months, Quantum Computing Inc. completed the US$110.0 million cash acquisition of Luminar Semiconductor, expanding its photonic technology portfolio, patent base and engineering capabilities to better address government and defense-related demand. At the same time, Quantum Computing Inc. has become one of the most heavily shorted mid-to-mega cap technology names, with very large short interest intensifying attention on its limited revenues, frequent equity raises and insider...
NasdaqGM:RLAY
NasdaqGM:RLAYBiotechs

FDA Breakthrough Status For Zovegalisib Combo Might Change The Case For Investing In Relay Therapeutics (RLAY)

Relay Therapeutics recently announced that the U.S. FDA granted Breakthrough Therapy designation to its PI3Kα inhibitor zovegalisib (RLY-2608) in combination with fulvestrant for adults with PIK3CA‑mutant HR+/HER2‑ locally advanced or metastatic breast cancer after CDK4/6 inhibitor treatment, supported by Phase 1/2 ReDiscover trial data and an ongoing Phase 3 study. This regulatory milestone not only accelerates FDA feedback and review timelines but also highlights zovegalisib’s potential...
NYSE:A
NYSE:ALife Sciences

Agilent Technologies (A) Valuation Check After FDA Expansion Of Keytruda Companion Diagnostic

Agilent Technologies (A) just secured U.S. FDA approval for its PD-L1 IHC 22C3 pharmDx test in first line ovarian and related cancers, extending the assay’s use as a companion diagnostic for Merck’s Keytruda. See our latest analysis for Agilent Technologies. Agilent’s latest FDA approval and ongoing automation push come while the 1 month share price return of 9.9% decline and 3 year total shareholder return of 13.24% decline signal pressure on both short and long term performance, suggesting...
NYSE:NGVT
NYSE:NGVTChemicals

How Investors May Respond To Ingevity (NGVT) Rising Institutional Ownership And Shifting Professional Positioning

In the third quarter, Allianz Asset Management GmbH initiated a new position in Ingevity, purchasing 30,268 shares valued at approximately US$1,670,000, alongside broader institutional trading that has brought institutional ownership to 91.59% of the company’s stock. Along with this high level of institutional participation, Ingevity’s recent quarterly earnings release has drawn heightened attention to how professional investors may be repositioning ahead of evolving fundamentals. With...
NasdaqGS:BLKB
NasdaqGS:BLKBSoftware

Assessing Blackbaud (BLKB) Valuation After Profitability Return Early Rule Of 40 Win And 2026 Guidance

Blackbaud (BLKB) has just reported a return to profitability for both the fourth quarter and full year 2025, achieved its Rule of 40 goal earlier than planned, and issued new revenue guidance for 2026. See our latest analysis for Blackbaud. Despite the earnings rebound and early Rule of 40 achievement, Blackbaud’s recent share price performance has been weak, with a 30 day share price return showing an 11.54% decline and a 1 year total shareholder return showing a 38.56% loss. This suggests...
NYSE:LPX
NYSE:LPXForestry

Is Louisiana Pacific (LPX) Pricing Reflect Long Term Prospects After Recent Share Price Swings

If you are looking at Louisiana-Pacific and asking whether the current share price lines up with the underlying business, you are in the right place. The stock closed at US$93.62, with a 5.0% decline over the last 7 days, a 0.5% return over 30 days, a 14.5% return year to date, and returns of a 15.7% decline over 1 year, 50.3% over 3 years, and 110.4% over 5 years. These mixed returns hint that the market has been reassessing both the potential and the risks around Louisiana-Pacific. To...
NYSE:IFF
NYSE:IFFChemicals

International Flavors & Fragrances (IFF) Is Up 10.4% After 2026 Guidance And Food Ingredients Sale Plan

In February 2026, International Flavors & Fragrances Inc. reported mixed fourth-quarter 2025 results, with sales of US$2,589 million down from US$2,771 million a year earlier, a swing to full-year 2025 net loss of US$374 million, and issued 2026 sales guidance of US$10.50–US$10.80 billion alongside adjusted EBITDA guidance of US$2.05–US$2.15 billion. At the same time, IFF accelerated its portfolio reshaping by launching a formal sale process for its Food Ingredients business and outlining a...
NasdaqGM:OCUL
NasdaqGM:OCULPharmaceuticals

Ocular Therapeutix (OCUL) Is Down 5.8% After AXPAXLI Phase 3 Update And New Share Registration – What's Changed

Ocular Therapeutix reported fourth-quarter 2025 revenue of US$13.25 million and a net loss of US$64.65 million, and filed an US$8.29 million shelf registration for 974,000 common shares tied to its employee stock plans. The company also recently hosted a webcast to share topline Phase 3 SOL-1 data for its investigational AXPAXLI therapy in wet age-related macular degeneration, a program that could materially influence its long-term pipeline value and competitive positioning in retinal...
NYSE:ATO
NYSE:ATOGas Utilities

Does Atmos Energy’s Governance Overhaul and Share Expansion Reshape the Bull Case for ATO?

In early February 2026, Atmos Energy shareholders approved extensive amendments to the company’s charters and bylaws, including lifting authorized common shares to 400 million and updating rules on director elections, officer liability, indemnification, meeting procedures, and legal forums. These governance changes, together with the board’s alignment on modernized bylaws, give Atmos Energy greater flexibility for future capital raising and corporate actions while tightening legal and...
NYSE:DRD
NYSE:DRDMetals and Mining

Is DRDGOLD (NYSE:DRD) Still Attractively Priced After Its Multi‑Year Share Price Surge

If you are wondering whether DRDGOLD's share price still reflects fair value after its recent run, this article walks through the key valuation checks to help you frame that question clearly. The stock last closed at US$35.65, with a 1.6% return over 7 days, a 1.6% decline over 30 days and returns of 17.6% year to date, 251.3% over 1 year, 412.2% over 3 years and 327.9% over 5 years. Recent coverage has focused on DRDGOLD's share price performance and how investors are reacting to changes in...
NasdaqGS:DUOL
NasdaqGS:DUOLConsumer Services

Is Duolingo (DUOL) Now A Potential Opportunity After A 74% One-Year Share Price Slide?

If you are wondering whether Duolingo is starting to look attractive or still priced for perfection, the recent share price moves give you a lot to think about. The stock closed at US$112.57, with returns of a 5.3% decline over 7 days, a 25.0% decline over 30 days, a 36.2% decline year to date, and a 74.0% decline over the past year, even though the 3 year return sits at 23.2%. Recent coverage has focused on how Duolingo fits into the broader shift toward app based learning and subscription...
NYSE:T
NYSE:TTelecom

Assessing AT&T (T) Valuation After Expanded AWS And Satellite Connectivity Alliance

AT&T (T) is back in focus after expanding its work with Amazon Web Services and Amazon Leo to modernize connectivity infrastructure, migrate key workloads to AWS Outposts, and extend broadband reach using satellite supported solutions. See our latest analysis for AT&T. For context, AT&T’s share price sits at US$28.69, with a 30 day share price return of 22.14% and a 16.82% year to date share price return. Its 5 year total shareholder return of 74.86% reflects performance over a longer horizon...
NasdaqGM:NTLA
NasdaqGM:NTLABiotechs

A Look At Intellia Therapeutics (NTLA) Valuation After FDA Lifts MAGNITUDE-2 Clinical Hold

The FDA’s decision to lift the clinical hold on Intellia Therapeutics (NTLA) MAGNITUDE-2 study, following protocol changes and safety measures, brings renewed focus to how this gene editing stock may fit into a portfolio. See our latest analysis for Intellia Therapeutics. The FDA news arrives after a mixed stretch for the stock, with a 90 day share price return of 40.14% and a 1 year total shareholder return of 10.93%, set against a 3 year total shareholder return decline of 70.60%. If the...
NYSE:SARO
NYSE:SAROAerospace & Defense

A Look At StandardAero (SARO) Valuation After First CFM LEAP Engine Restoration Milestone

StandardAero (SARO) has completed and delivered its first CFM LEAP engine performance restoration shop visit at its San Antonio facility. This marks a milestone that broadens its LEAP aftermarket offering for a growing global customer base. See our latest analysis for StandardAero. At a share price of $30.57, StandardAero has a 90 day share price return of 24.83% and a 1 year total shareholder return of 15.01%, suggesting recent momentum has strengthened after some near term softness. If this...
NYSE:GEF
NYSE:GEFPackaging

Is It Too Late To Consider Greif (GEF) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether Greif is still reasonably priced after its recent run, you are not alone. This article will focus squarely on what you might be paying for each dollar of the business. The stock last closed at US$76.82, with returns of 3.5% over 7 days, 6.8% over 30 days, 12.2% year to date, 30.2% over 1 year, 18.4% over 3 years and 90.6% over 5 years. This naturally raises questions about how much value is already reflected in the price. Recent coverage of Greif has highlighted...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Cognex Returns To Profitable Growth As AI Products Reshape Business

Cognex (NasdaqGS:CGNX) reported Q4 2025 results that marked a return to profitable growth. Management highlighted an operational turnaround helped by portfolio optimization and cost actions. The quarter included launches of new AI-powered machine vision products and strong new customer intake. Cognex, trading at $58.79, is back in focus after Q4 2025 results showed a shift to profitable growth supported by operational changes. The stock has been strong recently, up 34.5% over the past week,...
NYSE:STZ
NYSE:STZBeverage

Constellation Brands CEO Shift Tests Premium Growth And Capital Allocation Plans

Constellation Brands (NYSE:STZ) has appointed Nicholas Fink as its new CEO, succeeding Bill Newlands. Newlands will remain with the company in an advisory capacity during the leadership transition. Fink previously held senior roles at Fortune Brands Innovations and Suntory Global Spirits. Constellation Brands, the owner of a broad portfolio of beer, wine and spirits labels, operates in a highly competitive consumer beverages market where brand strength and distribution relationships are...
NYSE:AXP
NYSE:AXPConsumer Finance

Assessing American Express (AXP) Valuation After Recent Share Price Weakness

American Express stock snapshot American Express (AXP) has drawn investor attention after a period of mixed recent returns, with the share price around $337.50 and one year total return close to 9.7%. See our latest analysis for American Express. Recent trading has been softer, with a 1-day share price return of a 1.6% decline, a 7-day share price return of a 6.2% decline, and a 30-day share price return of a 7.5% decline. The 1-year total shareholder return of 9.7% and 5-year total...
NYSE:RDN
NYSE:RDNDiversified Financial

Is It Time To Reassess Radian Group (RDN) After Strong Multi‑Year Share Price Gains

If you are wondering whether Radian Group at around US$32.82 is offering good value or not, this article is going to focus squarely on what the current price might mean for long term investors. The stock is roughly flat over the last 7 days at 0.2%, slightly lower over the past month with a 0.9% decline, and shows longer term returns of 3.2% over 1 year, 60.7% over 3 years, and 88.6% over 5 years. Recent coverage around Radian Group has mainly centered on its position in the US mortgage...
NYSE:WPC
NYSE:WPCREITs

Assessing W. P. Carey (WPC) Valuation After Q4 Beat, 2026 Guidance And €1b Notes Offering

W. P. Carey (WPC) is back in focus after a packed fourth quarter, with FFO and revenue above expectations, fresh 2026 guidance, a dividend increase, heavy portfolio activity, and a €1 billion senior unsecured notes offering. See our latest analysis for W. P. Carey. The recent earnings beat, higher 2026 AFFO guidance and the €1b senior unsecured notes offering appear to sit behind a clear shift in sentiment, with a 10.95% 3 month share price return and a 33.76% 1 year total shareholder return...
NasdaqGS:HTHT
NasdaqGS:HTHTHospitality

Assessing H World Group (NasdaqGS:HTHT) Valuation After Launch Of Budget-Focused Hanting Inn Brand

H World Group (HTHT) has launched Hanting Inn, a new economy hotel brand aimed at lower tier cities and price sensitive markets, using a low investment, asset light model tailored for faster expansion. See our latest analysis for H World Group. H World Group’s new Hanting Inn launch comes as the share price sits at US$52.53, with a 30 day share price return of 7.12% and a 90 day share price return of 16.17%. The 1 year total shareholder return of 51.79% suggests momentum has been building...
NYSE:CACI
NYSE:CACIProfessional Services

Insider Sales At CACI International Contrast With Bullish Analyst Outlook

CACI International Executive Vice President and General Counsel, William Koegel, sold 2,000 shares of NYSE:CACI. This was his latest transaction in a pattern of insider selling over the past year, with no insider purchases reported in that period. The activity comes with CACI International shares recently closing at $573.3. For investors watching NYSE:CACI, this cluster of insider sales is arriving after a strong longer term share move, with the stock up 69.4% over the past year and 144.7%...