U.S. Infrastructure Stock News

Amicus Therapeutics (FOLD) closed out FY 2025 with Q4 revenue of US$185.2 million and basic EPS of US$0.01, alongside net income excluding extra items of US$1.7 million, giving investors fresh data on how the business is converting its top line into earnings. The company has seen quarterly revenue move from US$149.7 million in Q4 2024 to US$185.2 million in Q4 2025, while basic EPS shifted from US$0.05 to US$0.01 over the same period, creating a mixed picture on profitability trends. With...

Why Datadog’s recent returns may have investors reassessing the stock Datadog (DDOG) has lagged recently, with the share price showing a 4.1% decline over the past day and deeper negative returns over the past week, month, and past 3 months. At the same time, the company reports annual revenue of US$3.43b and net income of US$107.74m, with both revenue and net income growth reported on an annual basis. This gives investors concrete financial figures to weigh against recent price moves. See...

If you are wondering whether Amphenol's current share price lines up with its underlying worth, this article will walk through the key numbers that matter. The stock last closed at US$151.04, with returns of 2.9% over 7 days, 0.0% over 30 days, 8.1% year to date, 125.2% over 1 year, 305.2% over 3 years and 403.4% over 5 years. This raises fair questions about what is already priced in and how perceptions of risk may have shifted. Recent attention on Amphenol has centered on its role as a...

In recent days, Ondas Inc. and its subsidiaries secured a multi-million dollar Iron Drone Raider order from a NATO country and a demining contract worth more than US$30,000,000 along the Israel-Syria border, while also preparing to unveil the handheld Sentrycs Scout counter-UAS system in Germany. These developments highlight how Ondas is tying its drone, counter-drone, and demining technologies directly to defense and homeland security needs amid heightened geopolitical risk and growing...

Five9 (FIVN) has wrapped up FY 2025 with fourth quarter revenue of US$300.3 million and basic EPS of US$0.25, alongside net income of US$19.7 million that caps off a profitable year on a trailing basis. Over the past six quarters, the company has seen quarterly revenue range from US$264.2 million to US$300.3 million, while basic EPS has moved from a loss of US$0.06 in late FY 2024 to US$0.25 most recently, with trailing twelve month EPS at US$0.51. With trailing twelve month net income at...

Sea (NYSE:SE) has entered into a wide-ranging partnership with Google to roll out advanced AI tools across its Shopee, Garena, and digital financial services businesses. The collaboration includes plans for an AI powered shopping assistant, AI supported gaming features, and trials of AI based payment and risk solutions. This move is intended to integrate AI into Sea’s core platforms and refresh user experiences across key markets. Sea is putting this AI partnership in place at a time when...

If you are looking at Coeur Mining and wondering whether the current share price is still reasonable, you are not alone. The answer comes down to what the numbers say about its underlying value. The stock last closed at US$24.63, with a 9.9% gain over the past 7 days, a 5.7% decline over 30 days, and large jumps of 40.3% year to date and about 7x over the past 3 years. Recent price moves sit against a backdrop of ongoing sector attention on precious metals producers and investor interest in...

Omnicom Group (OMC) closed out FY 2025 with Q4 revenue of $5.5 billion and basic EPS of a $4.03 loss, a sharp swing from basic EPS of $2.28 on $4.3 billion of revenue in Q4 2024. Over the past year, reported quarterly revenue has ranged from $3.7 billion to $5.5 billion while basic EPS moved from $1.46 to $1.76, then $1.32 before dropping into a Q4 loss. This sets up a clear contrast between top line scale and bottom line volatility. For investors, the latest report puts the focus on how...

If you are wondering whether Centene’s current share price reflects its true worth, you are not alone. This article is here to unpack what the numbers are really saying about the stock. Centene’s share price closed at US$43.24, with returns of 6.6% over the last 7 days, a 6.2% decline over 30 days, a 3.5% gain year to date, and longer term returns of a 25.0% decline over 1 year, a 38.5% decline over 3 years, and a 26.1% decline over 5 years. Recent coverage around Centene has focused on its...

Quanta Services (PWR) caught investor attention after reporting record fourth quarter and full year 2025 results, with revenue and earnings ahead of expectations, a sizeable year end backlog, and upbeat 2026 guidance. See our latest analysis for Quanta Services. The recent results and upbeat 2026 outlook have come alongside strong momentum, with a 30 day share price return of 17.9%, a 90 day share price return of 24.9%, and a very large 5 year total shareholder return of about 7x at a latest...

If you are wondering whether MP Materials shares still offer value after a strong run, this article will walk through what the current price might be implying. The stock last closed at US$55.34, with a 1 year return of 127.7% despite a 4.6% decline over the past 7 days and a 20.5% decline over the last 30 days, while the year to date return sits at 0.7%. Recent coverage of MP Materials has focused on the company as a key rare earths producer in the US and on how its role in critical...

Visa (NYSE:V) agreed to acquire Prisma Medios de Pago and Newpay in Argentina, aiming to build out its digital payments and technology offering in that market. In Mexico, the national antitrust authority blocked Visa's proposed purchase of Prosa, citing concerns about market concentration. These moves highlight both the growth opportunities and regulatory limits Visa faces as it looks to deepen its presence across Latin America. Visa, trading at $320.95, sits at the center of global card...

Lamar Advertising (LAMR) has wrapped up FY 2025 with fourth quarter revenue of US$595.9 million and basic EPS of US$1.50, while trailing 12 month revenue came in at about US$2.3 billion with EPS of US$5.78 as the business turned those sales into reported earnings growth of 62.3% and a net margin of 25.9% versus 16.3% a year earlier. Over recent quarters, revenue has moved from US$582.6 million in Q4 2024 to US$595.9 million in Q4 2025, with quarterly EPS shifting from essentially flat at...

MFA Financial, Inc. reported higher net income of US$54.32 million for Q4 2025 and US$176.78 million for 2025, and its Board authorized a new US$200 million common share repurchase program running through 2028 while declaring quarterly dividends on its Series B and floating-rate Series C preferred stock, payable on March 31, 2026. Together with resolving over US$150 million of delinquent loans and acquiring US$1.9 billion of residential mortgage assets in Q4, these actions underscore MFA’s...

Wondering if Coherent's share price actually lines up with its underlying worth, or if expectations have run ahead of reality. The stock last closed at US$248.18, with returns of 14.2% over 7 days, 26.0% over 30 days, 27.7% year to date, 200.3% over 1 year and 194.4% over 5 years. This naturally raises questions about how much future upside or downside is already reflected in the price. These moves have put valuation in sharper focus as investors weigh what is currently known about...

Agnico Eagle Mines has recently reported strong 2025 results, increased its quarterly dividend to US$0.45 per share, reaffirmed 2026–2028 production guidance of about 3.3–3.5 million ounces of gold annually, and outlined a US$565–US$635 million exploration and project budget for 2026 across key assets including Detour Lake, Canadian Malartic, Hope Bay and Fosterville. Alongside this, the company is intensifying its growth pipeline with extensive drilling programs and higher ownership in...

If you are looking at Garrett Motion and wondering whether the current share price still offers value, you are not alone. This article focuses squarely on what the numbers suggest about that question. The stock last closed at US$18.90, with returns of 6.1% over 30 days, 8.7% year to date, 94.2% over 1 year, 150.8% over 3 years and 191.3% over 5 years. Those figures naturally put more attention on what you might be paying today. Recent coverage has focused on Garrett Motion's role in the...

Alliant Energy completed a major data center relocation project, supporting large scale computing demand. The company entered new electric service agreements totaling several gigawatts to serve future large load customers. Alliant Energy continues to commit capital to renewables and energy storage projects across its service territories. For investors tracking regulated utilities, Alliant Energy (NasdaqGS: LNT) is tying these operational moves to a stock that has seen a 16.7% return over...

Cogent Communications Holdings (CCOI) is back in focus after its latest quarterly report, which combined narrower losses, continued revenue pressure, and a steep share price drop alongside ongoing turnaround efforts. See our latest analysis for Cogent Communications Holdings. The latest results and dividend decision came against a sharp reset in expectations, with a 1 day share price return of negative 29.36% and a 1 year total shareholder return of negative 75.18% signaling that recent...

If you are wondering whether Walmart's current share price still offers value after a strong run, this article walks through what that price might be implying and how that stacks up against a few common valuation checks. Walmart shares last closed at US$122.99, with a 7 day return of an 8.1% decline, a 30 day return of 4.5%, a year to date return of 9.1%, a 1 year return of 31.0% and a 3 year return that is very large compared to the starting point. Recent headlines around Walmart have...

Lumentum Holdings (LITE) is back in focus after reporting strong Q2 results in AI-oriented data center optics, rapid revenue growth in optical circuit switches and co-packaged optics, and a large order backlog. See our latest analysis for Lumentum Holdings. The stock’s recent move has been sharp, with a 96.87% 1 month share price return and 123.07% 3 month share price return, alongside a very large 1 year total shareholder return, as AI focused orders, upbeat ratings and institutional inflows...

AdvanSix FY 2025 Earnings Snapshot AdvanSix (ASIX) has wrapped up FY 2025 with Q4 revenue of about US$359.9 million and a basic EPS loss of roughly US$0.10, alongside trailing twelve month EPS of about US$1.83. Over recent periods the company has seen quarterly revenue move from US$329.1 million in Q4 2024 to US$377.8 million in Q1 2025, US$410.0 million in Q2 2025, US$374.5 million in Q3 2025 and US$359.9 million in Q4 2025. Quarterly basic EPS ranged from a small profit of roughly US$0.01...

Over the past year, multiple shareholder rights law firms have launched or expanded securities class actions against Varonis Systems, alleging that between February and October 2025 the company misrepresented its ability to sustain annual recurring revenue growth during its transition from on‑premises subscriptions to SaaS. These cases focus on claims that Varonis understated weaknesses in its legacy on‑premises and Federal businesses while highlighting its SaaS migration, with plaintiffs...

Without a single headline driving attention today, Dave (DAVE) remains in focus for investors who are watching its recent share performance, revenue and earnings profile, and how those factors compare with its current valuation. See our latest analysis for Dave. Recent trading has been softer, with a 30 day share price return of 3.21% and a year to date share price return showing a 19.58% decline. However, the 1 year total shareholder return of 74.94% and the very large 3 year total...