U.S. Infrastructure Stock News

Vertiv Holdings Co recently reported fourth-quarter and full-year 2025 results, with revenue rising to US$2.88 billion for the quarter and US$10.23 billion for the year, alongside a sharp increase in net income and earnings per share. Management also issued 2026 guidance calling for US$13.25 billion to US$13.75 billion in net sales and GAAP diluted EPS of about US$5.32, underpinned by a very large backlog driven by AI and data center demand. Next, we’ll examine how this backlog-fueled 2026...

Global-E Online recently reported that gross merchandise volume climbed 33% and revenue rose 25%, with net profit turning positive and full-year 2025 revenue guidance raised alongside an adjusted EBITDA outlook of US$185.6 million to US$200 million. Analysts have also lifted their revenue estimates for 2025 and 2026, with 2026 revenue now projected at US$1.18 billion, reflecting growing confidence in Global-E’s cross-border e-commerce model and execution. Next, we’ll examine how Global-E’s...

If you are wondering whether Church & Dwight is fairly priced at its recent levels, you are not alone. This article is aimed at helping you judge what you might really be paying for the stock. The share price recently closed at US$101.45, with returns of 2.5% over 7 days, 12.0% over 30 days, 22.8% year to date, and a 1.1% decline over the past year, alongside 25.1% over 3 years and 32.8% over 5 years. Recent news around household and personal care companies has focused on how brands with...

Visa stock: recent performance and business snapshot Visa (V) has drawn fresh attention after a period of weaker share performance, with the stock showing negative returns over the past week, month, past 3 months, year to date, and past year. At a recent close of US$314.08, Visa continues to operate a large global payments network through VisaNet. The company generates annual revenue of US$41.391b and net income of US$20.592b from its payment processing and related services. See our latest...

Crown Castle Inc. recently reported its fourth quarter and full-year 2025 results, with full-year revenue of US$4,264 million and net income of US$444 million, compared with a very large net loss in the prior year. At the same time, management issued 2026 guidance calling for a projected net loss of US$780 million, highlighting a sharp contrast between the return to profitability in 2025 and expectations for renewed losses ahead. We’ll now examine how the shift from 2025 profitability to an...

Avis Budget Group (NasdaqGS:CAR) is expanding its presence in the growing wedding car rental market with new luxury-focused services. The company is leaning into event-driven travel demand by tailoring premium offerings for weddings and related celebrations. Digital booking tools are being used to make it easier for customers to plan and reserve wedding transportation. Avis Budget Group, known for its global rental brands, is moving further into higher end, event centric services as...

Casey's General Stores (CASY) is back in focus after reporting 14% earnings growth in Q2 fiscal 2026, alongside a 9% rise in store count, with management reiterating expectations for mid teen EBITDA growth. See our latest analysis for Casey's General Stores. The recent Q2 update, dividend payment of US$0.57 per share, and February share price move that saw Casey's touch an intraday high near its 52 week peak all sit against a strong backdrop. A 90 day share price return of 19.61% and a 1 year...

If you are wondering whether Fiserv's current share price reflects its true value, this article walks through the key numbers so you can judge for yourself. The stock last closed at US$59.36, after returns of a 5.2% decline over 7 days, a 10.5% decline over 30 days, a 9.5% decline year to date, a 74.9% decline over 1 year, a 47.8% decline over 3 years and a 48.7% decline over 5 years. Recent coverage has focused on Fiserv as a major player in payments and financial technology, including its...

Why Global Business Travel Group’s 2026 outlook matters Global Business Travel Group (GBTG) issued full year 2026 guidance, targeting 19% to 21% revenue growth to US$3.235b to US$3.295b. This represents a sharp contrast with its slower sales trends in recent years. See our latest analysis for Global Business Travel Group. Despite the upbeat 2026 revenue outlook, Global Business Travel Group’s recent share price performance has been weak. The 30 day share price return shows a 33.77% decline,...

MGM Resorts International (NYSE:MGM) recorded a goodwill impairment related to Q4 2025, reflecting an adjustment to certain acquired asset values. The company also reported progress on its capital return program, including the completion of two large share buyback tranches. These moves affect how the balance sheet is presented and reduce the company’s share count, which can influence key per share metrics. MGM Resorts International comes into this update with its stock at $34.14, with...

Carpenter Technology (CRS) is entering a leadership transition that investors will be watching closely, as President and Chief Operating Officer Brian Malloy is set to become Chief Executive Officer on July 1, 2026. See our latest analysis for Carpenter Technology. The upcoming CEO change comes after a period of strong momentum, with a 30 day share price return of 13.22% and a very large 5 year total shareholder return. This suggests investors have already been reassessing Carpenter...

Accenture (NYSE:ACN) has appointed Rachel Frey as its first Chief Communications Officer. Frey will report directly to the CEO and join Accenture's Global Management Committee. The new role is intended to sharpen the company's global communications focus, including on AI and external engagement. Accenture is trading at $224.23, with the share price showing a 6.9% decline over the past week and a 21.7% decline over the past month. Returns have also been weaker over longer periods, with the...

In early February 2026, Mid-America Apartment Communities reported fourth-quarter and full-year 2025 results showing slightly higher revenue of US$555.56 million for the quarter and US$2.21 billion for the year, but materially lower net income and diluted EPS compared with 2024. At the same time, the company issued 2026 diluted EPS guidance of US$4.11 to US$4.47 and disclosed a completed share repurchase of 206,916 shares for US$27.23 million, highlighting management’s view on earnings...

Salesforce and Asymbl have expanded a multi year partnership to accelerate adoption of hybrid human digital workforces using Salesforce's Agentforce AI platform. The collaboration focuses on integrating AI agents as core team members within Salesforce powered workflows, affecting how human and digital labor are coordinated. In parallel, Salesforce has announced job cuts tied to AI driven automation, signaling deeper operational changes across its workforce. For investors watching NYSE:CRM,...

What ZIM Integrated Shipping Services (ZIM) offers and where it stands today ZIM Integrated Shipping Services (NYSE:ZIM) sits in a complex spot for investors, with share price returns and recent financial metrics pointing in different directions over the past few years. On the market side, ZIM’s stock shows a 4.8% move over the past day, 7.1% over the past week, and a month return of 3.9%. Over the past 3 months the stock return is 32.5%, with a 1 year total return of 44.9%. Looking longer...

Cadence Design Systems (NasdaqGS:CDNS) launched its ChipStack AI Super Agent, described as the world's first agentic AI workflow for semiconductor design and verification. The ChipStack AI Super Agent introduces autonomous, multi agent orchestration aimed at automating complex chip design, verification, and debugging tasks. The launch marks a new phase in Cadence's Intelligent System Design vision, with a focus on AI driven chip development workflows for semiconductor clients. Cadence is a...

In early February 2026, EZCORP, Inc. reported first-quarter fiscal 2026 results showing revenue of US$382.02 million and net income of US$44.3 million, and also authorized a US$50 million, three-year share repurchase program funded from cash on hand and operating cash flows. Management also highlighted an active merger and acquisition pipeline, particularly across Mexico and other Latin American markets, supported by ample liquidity and no near-term debt repayments, underscoring a focus on...

Recent commentary on Teekay Tankers (TNK) centers on its free cash flow, balance sheet repair efforts, and rising capital returns via dividends and buybacks, all supported by current tanker market conditions. See our latest analysis for Teekay Tankers. Teekay Tankers’ share price has climbed to $70.55, with a 30 day share price return of 17.31% and a year to date share price return of 36.99%. The 1 year total shareholder return of 80.11% and very large 5 year total shareholder return suggest...

Southwest Gas Holdings announced that longtime director Anne L. Mariucci, who has served nearly 20 years and chaired the Strategic Transactions Committee, informed the company on February 6, 2026, that she will retire and not stand for re-election at the 2026 Annual Meeting. Separately, the company and the Icahn Group have ended their cooperation agreement, yet the three Icahn-backed directors are expected to remain on the board, highlighting an unusual mix of activist influence and board...

Aristotle Capital Boston identified MACOM Technology Solutions Holdings (NasdaqGS:MTSI) as a leading contributor in its portfolio. The firm credited MACOM's quarterly results, recent acquisitions, and demand in data center and 5G markets for this performance. This recognition reflects institutional attention on MACOM's position across key communications and infrastructure end markets. MACOM Technology Solutions focuses on semiconductor products used in data centers, telecom networks, and 5G...

If you are wondering whether NIKE's current share price lines up with its long term potential, you are not alone. This article is built to help you frame that question clearly. NIKE closed at US$63.13, with returns of 0.1% over the last 7 days, a 1.9% decline over 30 days, a 0.2% decline year to date, and declines of 16.7%, 45.0% and 50.2% over the past 1, 3 and 5 years. Recent coverage has focused on how this long stretch of weaker share price performance has changed how some investors...

Recent reports on AAON (AAON) focus on shrinking operating margins and a sharp earnings per share decline over the past two years, even as revenue grew. This has put profitability and cash generation in the spotlight for investors. See our latest analysis for AAON. Despite the pressure on margins and earnings, AAON’s share price has held at US$101.04, with a year to date share price return of 27.59%, while its 1 year total shareholder return is an 11.55% decline and the 3 year and 5 year...

In February 2026, RH released its 2026 RH Outdoor Sourcebook, a more than 420-page catalog showcasing expansive outdoor collections built around high-end materials and design. This launch underscores RH’s push to deepen its outdoor offering as a core extension of the brand’s broader lifestyle platform rather than a seasonal add-on. We’ll now explore how the new Outdoor Sourcebook and improving rate-cut expectations may influence RH’s broader investment narrative. This technology could...

Moody's (NYSE:MCO) has opened a regional headquarters in Riyadh to support Saudi Arabia's Vision 2030. The new office is aimed at deepening the company's presence across the Middle East. The move is intended to support the development of Saudi capital markets and financial infrastructure. For investors watching NYSE:MCO, this move sits at the intersection of credit ratings, data and analytics, and a region that is actively working to broaden its capital markets. As Saudi Arabia progresses...