U.S. Infrastructure Stock News

In the past week, ManpowerGroup reported quarterly results surpassing analyst expectations, with revenues and earnings per share guidance coming in higher than forecasted. A key development is ManpowerGroup's continued emphasis on digital transformation and market share expansion, supporting resilience amid shifting workforce trends and global economic uncertainty. We'll explore how this outperformance and digital focus impact ManpowerGroup's investment narrative, especially as the company...

Napco Security Technologies recently reported its fourth quarter and full-year results for the period ended June 30, 2025, revealing revenue and net income declines year-over-year, and affirmed its next quarterly dividend of US$0.14 per share to be paid in October 2025. An interesting aspect is that, despite decreased earnings and no share repurchases in the most recent quarter, the company maintained its dividend payout, highlighting management’s commitment to returning capital to...

Rhythm Pharmaceuticals announced that the FDA has accepted for filing its supplemental New Drug Application for setmelanotide to treat acquired hypothalamic obesity and granted Priority Review, targeting a decision by December 20, 2025. The expedited review signals setmelanotide’s potential to address an unmet medical need and may accelerate commercial opportunities in a new therapeutic indication. We'll examine what the FDA's Priority Review for setmelanotide means for Rhythm's growth...

In recent weeks, Global Payments expanded its footprint into both existing and new international markets through acquisitions and joint ventures, while seven analysts raised their earnings estimates for fiscal 2025. An upward shift in analyst outlook and a robust push into global markets hint at renewed optimism surrounding Global Payments' growth prospects. We'll explore how analyst upgrades following the company's international expansion could reshape the investment case for Global...

Burlington Stores reported second-quarter earnings for the period ended August 2, 2025, with sales reaching US$2.70 billion and net income of US$94.19 million, alongside announcing recent share repurchases under its existing buyback program. The company also issued higher full-year sales guidance, anticipating total sales growth of 7% to 8% and comparable store sales growth of 1% to 2% for the year ending January 31, 2026, reflecting confidence in continued operational momentum. We'll...

Kingsoft Cloud Holdings recently reported revenue of CNY 4,319.2 million and a net loss of CNY 771.39 million for the first half of 2025, while also providing guidance that revenue growth for the second half of 2025 will be significantly better than the first half. The company's updated outlook highlights an expectation of improved performance ahead, underscoring management's confidence in its business momentum despite ongoing losses. We'll explore how Kingsoft Cloud Holdings' strengthened...

On August 21, 2025, Tenable Holdings, Inc. announced the appointment of Matthew Brown as Chief Financial Officer, succeeding Steve Vintz, who became Co-Chief Executive Officer alongside Mark Thurmond. Brown’s previous leadership at Altair Engineering, where he drove transformational financial outcomes and led a major acquisition, highlights his depth of experience in public company finance within the technology sector. We’ll examine how the addition of a seasoned CFO with M&A expertise...

ADT Inc. ( NYSE:ADT ), might not be a large cap stock, but it saw its share price hover around a small range of US$8.11...

BILL Holdings recently reported its fourth quarter and full year 2025 earnings, issued new revenue guidance for fiscal 2026, completed its US$300 million share buyback program, and filed a US$257.3 million shelf registration for an ESOP-related offering. An important development is the combination of returning capital to shareholders through buybacks while also preparing additional equity issuance, highlighting both capital management and employee incentive priorities. We'll explore how BILL...

Pure Storage, Inc. recently announced its second quarter 2025 earnings, reporting revenue of US$861 million and net income of US$47.12 million, both higher than the same period last year, alongside an increase in earnings per share. Along with these results, management raised full-year revenue guidance and completed a share repurchase tranche, reflecting stronger business momentum and capital return to shareholders. We'll examine how the raised full-year revenue guidance following robust...

Intuit reported fourth quarter and full-year 2025 financial results showing strong year-over-year growth in both revenue and net income, while also providing increased full-year earnings guidance and expanding its share repurchase authorization by US$3.2 billion. The company’s enhanced buyback plan, solid profitability, and confident forward guidance offer a clear signal of management's ongoing commitment to shareholder value and operational momentum. We’ll examine how Intuit’s raised...

On August 27, 2025, Power Solutions International announced a new cooperative agreement with HD Hyundai Infracore to market, develop, and distribute advanced Tier 4 and Euro Stage V diesel engines across North America, along with multi-fuel integration services for industrial applications. This collaboration enables Power Solutions International to offer industrial OEM customers a broader range of versatile engine solutions, including the ability to support multiple fuel types from a single...

In late August 2025, Healthpeak Properties announced the appointment of Denis Sullivan as Managing Director of Lab Investments & San Diego Market Lead, alongside the promotion of Mike Dorris to Head of West Coast Development & Construction for Labs. These leadership changes emphasize Healthpeak’s sharpened focus on life sciences real estate, particularly in key innovation markets like San Diego, as the company aims to amplify its lab investment and development capabilities. We'll now explore...

On August 31, 2025, Freedom Holding Corp. announced a private placement to issue common shares, raising gross proceeds of US$89,000,000 with participation from institutional investors including BlackRock, State Street Corp., Grace Partners of DuPage L.P., and Geode Capital Management. This move highlights ongoing support and interest from major international investors, reflecting external confidence in Freedom Holding’s growth plans and capital strategy. We’ll explore how institutional...

Liquidia Corporation recently highlighted strong early adoption of its YUTREPIA therapy for pulmonary arterial hypertension, with over 900 unique patient prescriptions written and more than 550 patient starts as of August 8, 2025. This robust patient uptake led to increased revenue estimates for YUTREPIA for 2025 and 2026, well ahead of previous projections. We’ll explore how accelerating YUTREPIA adoption is shaping expectations for Liquidia’s future growth and its overall investment...

In late August 2025, ImmunityBio announced early results from a pilot study in recurrent glioblastoma showing that all five patients treated with its investigational immunotherapy regimen achieved disease control, with three responding and two displaying stable disease. This small cohort result is particularly eye-catching because glioblastoma is a challenging cancer with a very low five-year survival rate, especially among older adults. We'll explore how the enthusiasm generated by 100%...

Ubiquiti Inc. recently reported its earnings for the fourth quarter and full fiscal year ended June 30, 2025, posting robust financial results with sales reaching US$759.15 million for the quarter and US$2.57 billion for the year, and net income more than doubling from the prior year for both periods. Alongside the earnings announcement, Ubiquiti increased its quarterly cash dividend to US$0.80 per share and revealed a new US$500 million share repurchase program, underscoring a strong...

In August 2025, Kohl's Corporation reported second-quarter results with net income and earnings per share rising year-over-year, despite lower sales and revenues compared to the previous year, and subsequently raised its full-year 2025 earnings guidance with anticipated sales declines of 5% to 6%. This combination of higher profits and improved earnings outlook, even as sales fall, highlights a focus on cost management and profitability over topline growth. We'll explore how Kohl's improved...

On August 27, 2025, Penguin Solutions, Inc. filed a shelf registration with US$148.93 million in common stock offered, totaling 6,096,103 shares. This shelf registration gives Penguin Solutions the ability to raise capital as needed, potentially affecting future shareholder dilution and signaling possible plans for upcoming investment or expansion. We'll explore how this significant fundraising flexibility could introduce new risks and opportunities to Penguin Solutions' investment...

Natera recently announced the activation of the ARCHER phase III trial in muscle-invasive bladder cancer, incorporating its Signatera molecular residual disease test as a secondary endpoint, alongside the launch of a proprietary AI foundation model platform designed to drive therapeutic development and clinical decision support. These moves highlight Natera's commitment to integrating advanced molecular diagnostics and artificial intelligence, potentially accelerating innovation and adoption...

United Rentals recently unveiled two new digital platform features, Smart Suggestions and Equipment Fit AR, intended to streamline the rental process and improve customer decision-making using machine learning and augmented reality technology. This rollout highlights United Rentals’ commitment to leveraging direct customer feedback in developing productivity-boosting innovations, further enhancing its suite of digital capabilities for seamless equipment management. We’ll explore how these...

Procore Technologies, Inc. recently announced a multi-year strategic collaboration agreement with Amazon Web Services (AWS), focused on co-investing in go-to-market initiatives and advancing AI-driven product innovation for the global construction industry, with expanded distribution through AWS Marketplace in North America and Europe. This collaboration gives Procore direct access to AWS's large language models and customer cloud spend, potentially accelerating adoption of its platform and...

Corporación América Airports S.A. reported increased passenger numbers, cargo volume, and aircraft movements for July and year-to-date 2025, alongside second quarter financials showing higher sales year-over-year and steady earnings per share. Management also highlighted ongoing plans to pursue both organic and inorganic growth, signaling a focus on strengthening the company’s airport portfolio through potential acquisitions or investments. We'll now examine how these strong operating...

Sarepta Therapeutics was recently removed from multiple S&P 400 indexes and added to the S&P 600 and S&P 600 Health Care indexes, reflecting a shift in its classification to the small-cap tier. This index reclassification can prompt substantial trading activity from funds that track these benchmarks, potentially altering the company’s shareholder base and liquidity profile. We'll assess how Sarepta's move to the S&P 600 impacts analyst expectations for its growth trajectory and market...