U.S. Infrastructure Stock News

ICON Public Limited Company recently disclosed an internal accounting review indicating that revenues for fiscal years 2023 and 2024 were modestly overstated, leading to delayed Q4 and full-year 2025 results and attracting legal scrutiny over potential securities law violations. This episode is drawing attention because the company had previously reaffirmed its 2025 guidance and repurchased shares, raising questions about governance and disclosure practices. We’ll now examine how the...

Revolve Group (RVLV) has just posted its FY 2025 numbers, with fourth quarter revenue of US$324.4 million and basic EPS of US$0.26 on net income of US$18.6 million, capping a year where trailing twelve month revenue reached US$1.23 billion and EPS came in at US$0.87. The company has seen revenue move from US$293.7 million and EPS of US$0.17 in Q4 2024 to US$324.4 million and EPS of US$0.26 in Q4 2025, while trailing twelve month EPS stepped up from US$0.70 to US$0.87. This sets the backdrop...

Gilead Sciences (NasdaqGS:GILD) has agreed to acquire Arcellx in a $7.8b deal, expanding its presence in cell therapies for blood cancers. The acquisition adds a near-approval CAR T cell therapy candidate to Gilead’s oncology portfolio. Separately, Gilead reported new Phase 3 data for an investigational once daily, single tablet HIV regimen, showing noninferior efficacy and high tolerability versus existing treatments. For investors watching Gilead Sciences at a share price of $147.12,...

Taboola.com (TBLA) closed out FY 2025 with Q4 revenue of US$522.3 million and basic EPS of US$0.17, alongside Q4 2024 figures of US$491.0 million in revenue and basic EPS of US$0.10. Over the latest reported periods, revenue has moved from US$433.0 million in Q3 2024 to US$496.8 million in Q3 2025, while basic EPS shifted from a loss of US$0.02 to a profit of US$0.02. This highlights a story in which improving profitability and tighter margins are front and center for investors assessing this...

FrontView REIT (FVR) has just wrapped up FY 2025 with Q4 total revenue of US$16.5 million and basic EPS of a US$0.19 loss, capping a trailing twelve month stretch that totaled US$66.0 million in revenue and basic EPS of US$0.18. Over the last few reported quarters, revenue has moved from US$15.5 million in Q4 2024 to US$16.5 million in Q4 2025, while quarterly EPS has swung between earnings of US$0.19 and losses of around US$0.16 as margins absorbed a large one off loss of US$17.6 million...

BKV (BKV) closed out FY 2025 with Q4 revenue of US$330.1 million and basic EPS of US$0.76, while trailing twelve month EPS sat at US$2.00 on revenue of US$1.0 billion and net income of US$173.1 million. Over the past year, revenue has moved from US$615.1 million and a loss of US$2.00 per share on the trailing twelve month basis in Q4 2024 to US$1.0 billion and EPS of US$2.00. This frames a clear shift in reported profitability for the period. For investors, that combination of higher sales,...

Valens Semiconductor FY 2025 Earnings Snapshot Valens Semiconductor (VLN) just posted third quarter FY 2025 revenue of US$17.3 million with a basic EPS loss of US$0.07, alongside trailing twelve month revenue of US$67.9 million and a TTM basic EPS loss of US$0.29. The company has seen quarterly revenue move from US$13.6 million in Q2 2024 to US$17.3 million in Q3 2025, while quarterly EPS losses have ranged between US$0.07 and US$0.10 over the same stretch. Investors are likely to focus on...

Dine Brands Global (DIN) has laid out its FY 2025 scorecard with Q3 revenue of US$216.2 million and basic EPS of US$0.48, alongside net income of US$7.0 million, setting the tone for how the full year is shaping up. The company has seen quarterly revenue move from US$204.8 million in Q4 2024 to US$214.8 million in Q1 2025, US$230.8 million in Q2 2025, then US$216.2 million in Q3 2025. Over the same period, EPS shifted from US$0.34 to US$0.53, US$0.89 and then US$0.48. With trailing net profit...

Recursion Pharmaceuticals (RXRX) just posted another heavily loss making quarter, with Q3 FY 2025 revenue of US$5.2 million against a net loss of US$162.3 million and basic EPS of a US$0.36 loss. The company has seen quarterly revenue move between US$26.1 million in Q3 FY 2024 and US$4.5 million in Q4 FY 2024, while quarterly EPS has ranged from a US$0.34 loss to a US$0.53 loss over that period. This underscores a business that is still in investment mode rather than profit harvesting. For...

Axcelis Technologies reported past fourth-quarter 2025 revenue of US$238.33 million and net income of US$34.3 million, alongside full-year 2025 revenue of US$839.05 million and net income of US$120.24 million, and later issued first-quarter 2026 guidance for about US$195 million in revenue and GAAP diluted EPS of US$0.38. The combination of weaker year-on-year results and more cautious near-term guidance gives investors fresh information on how Axcelis is managing softer semiconductor...

Seagate Technology Holdings (STX) is back in focus after completing US$600 million in exchangeable senior note conversions into cash and ordinary shares, a capital structure move that arrives alongside upbeat third party commentary on its recent operating performance. See our latest analysis for Seagate Technology Holdings. The recent US$600 million exchangeable note conversion comes against a backdrop of strong share price momentum, with a 30-day share price return of 17.74% and a 90-day...

If you are wondering whether Globus Medical's current share price reflects its true worth, you are not alone. This article focuses squarely on what the numbers say about value. The stock last closed at US$96.22, with returns of 6.7% over the past week, 3.5% over the past month, 10.2% year to date and 20.3% over the last year, plus 66.2% over three years and 56.4% over five years. Recent attention on Globus Medical has centered on its role in the healthcare sector and how investors are...

Nasdaq recently raised its medium-term Solutions revenue outlook to 9–12% growth, unveiled an AI productivity program targeting US$100.00 million in expense efficiencies by 2027, and outlined plans to modernize market infrastructure with 23/5 trading and potential equity tokenization, subject to regulatory approval. These moves underline Nasdaq’s efforts to reposition itself as a core technology and AI partner for capital markets while reshaping how trading and market access could operate...

Recently, Benchmark Electronics filed its 2025 Form 10-K outlining resilient operations, stronger sales in Aerospace, Defense, and Medical, a completed manufacturing shift to a new Guadalajara facility, and continued use of a US$700 million credit agreement to support debt reduction, buybacks, and dividends. The company is increasingly concentrating on complex, low-to-medium-volume manufacturing in regulated markets while tilting its mix toward higher-margin, engineering-heavy programs that...

Federal Realty Investment Trust (FRT) has put its West Coast operations firmly in the spotlight with the promotion of Jeff Kreshek to Executive Vice President, Western Region President & Chief Operating Officer, a move investors are watching closely. See our latest analysis for Federal Realty Investment Trust. Against this leadership change, Federal Realty Investment Trust’s share price has been firming, with a 30 day share price return of 6.32% and a year to date share price return of 9.05%,...

On 25 February 2026, Trident IoT announced a definitive agreement making Semtech’s LoRa Plus™ platform the connectivity foundation for next-generation multi-protocol smart home and security solutions, with buyers of Semtech’s LoRa Plus transceivers receiving royalty-free access to Trident’s SDK and tools. This collaboration integrates Trident’s ELCap™ platform with Semtech’s LR2021 multi-PHY transceiver, aiming to simplify multi-standard designs across Z-Wave, Zigbee and Thread/Matter and...

Lattice Semiconductor (NasdaqGS:LSCC) announced a new collaboration with SEALSQ to embed post quantum security into its FPGA solutions. The partnership supports efforts to create quantum resistant hardware for edge computing and mission critical use cases. The initiative aligns with the launch of the "Year of Quantum Security 2026" and is being presented to key industry stakeholders. Lattice Semiconductor focuses on low power FPGAs that are used in areas such as edge computing, industrial...

If you are wondering whether Credo Technology Group Holding is priced attractively after its big run, this article will walk through what the current share price might imply about future expectations. The stock most recently closed at US$123.46, with returns of a 3.5% decline over 7 days, a 3.6% decline over 30 days, a 13.8% decline year to date, and a 101.4% gain over the past year, while its return over three years is very large. Recently, Credo has been in the news as investors track its...

Why Valero Energy stock is back in focus Valero Energy (VLO) is back on investor radar after agreeing to import up to 6.5 million barrels of Venezuelan crude for its Gulf Coast refineries, alongside quarterly earnings that surpassed consensus expectations. See our latest analysis for Valero Energy. Those Venezuelan crude imports and stronger than expected refining earnings come after a period of strong momentum, with a 1 year total shareholder return of 57.89% and a 5 year total shareholder...

Leadership change and upcoming earnings put Brink's in focus Brink's (BCO) has drawn fresh attention after appointing Adrian Button as executive vice president and president of Brink's North America, alongside an upcoming fourth quarter and full year 2025 earnings release. For investors, this combination of a senior leadership change and scheduled results is prompting closer scrutiny of how Brink's is positioning its core cash management and security services business across key regions. See...

Why New York Times Stock Is Back on Investor Radar New York Times (NYT) has been drawing fresh attention as its shares sit around $77.38, prompting investors to revisit how its growing digital news and subscription ecosystem is reflected in the current valuation. See our latest analysis for New York Times. At a share price of $77.38, New York Times has seen a 6.22% 1 month share price return and an 18.94% 3 month share price return, while its 1 year total shareholder return of 64.15% suggests...

Reddit (RDDT) is back in focus after quarterly results showed revenue up 70% year over year and daily active users at 121 million, alongside a new US$1 billion share repurchase authorization. See our latest analysis for Reddit. Despite the upbeat quarterly update and data partnerships with Meltwater and Shirofune, Reddit’s share price return has been weak. The 30 day share price return is 35.1% and the year to date share price return is 41.3%, while the 1 year total shareholder return of...

Setting the stage: what recent returns say about C3.ai C3.ai (AI) has drawn attention after a difficult stretch for shareholders, with the stock down about 20% over the past month and roughly 29% over the past 3 months. That follows a return of about negative 62% over the past year and negative 55% over 3 years, leaving the shares trading at US$10.12, well below many investors’ earlier entry points. See our latest analysis for C3.ai. The recent 30 day share price return of 20.25% and year to...

If you are wondering whether Antero Midstream's current share price fairly reflects its underlying worth, this article walks through how different valuation methods stack up for the stock. Over shorter and longer time frames, the share price has moved a fair bit, with returns of 6.2% over 7 days, 19.2% over 30 days, 24.2% year to date, 43.7% over 1 year, 153.8% over 3 years and 246.6% over 5 years from a last close of US$22.28. Recent attention on the company has been driven by ongoing...