U.S. Infrastructure Stock News

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...

Elastic N.V. recently reported first quarter results with revenue rising to US$415.29 million and net losses shrinking compared to the previous year, while also providing guidance for continued double-digit revenue growth into the next quarter and full fiscal year. This combination of steady revenue growth and improved profitability signals that the company's focus on operational efficiency and innovation may be gaining traction with customers. We'll examine how Elastic's upgraded full-year...

KE Holdings reported its half-year financial results, showing revenue of ¥49.34 billion and net income of ¥2.16 billion for the period ended June 30, 2025, and announced an expanded share buyback program with an additional US$2.00 billion authorization extended to August 2028. The company has now repurchased over 156 million shares for about US$2.02 billion since 2022, signaling strong management confidence and an ongoing focus on shareholder returns amidst sector transformation. We will...

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...

Bath & Body Works recently reported its second quarter 2025 earnings, showing a modest rise in sales to US$1.55 billion, but a significant drop in net income to US$64 million compared to the same period last year, and also updated its 2025 guidance to indicate narrower sales growth and lower projected earnings per share than the prior year. The company also completed a sizeable share buyback, repurchasing 4,142,000 shares in the last quarter and finishing a total of 8,006,891 shares under...

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...

Capital Southwest Corporation has announced that its Board of Directors declared regular monthly dividends of US$0.1934 per share for October, November, and December 2025, along with a supplemental dividend of US$0.06 per share payable in December 2025. The declaration of both regular and supplemental dividends underscores the company's focus on delivering consistent shareholder returns and highlights management’s confidence in ongoing earnings stability. With the Board approving these...

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...

Ormat Technologies recently began commercial operations at its 60MW/120MWh Lower Rio energy storage facility in Texas and entered new commercial agreements, including a strategic geothermal collaboration with Sage Geosystems and a 25-year power purchase agreement extension for its Heber 1 geothermal plant. These developments highlight Ormat's continued expansion in both energy storage and geothermal solutions, positioning the company to further benefit from supportive energy policy and...

AeroVironment recently delivered its all-new P550 small Unmanned Aircraft Systems to the U.S. Army under the Long-Range Reconnaissance program, marking a milestone in next-generation autonomous defense solutions for military operations. This delivery highlights AeroVironment's ability to rapidly deploy advanced technologies at scale, reinforcing its evolving position as a key supplier of mission-critical systems for modern military needs. We'll explore how AeroVironment's successful...

At VMware Explore 2025 in late August, Broadcom announced major advancements in private cloud with the launch of VMware Cloud Foundation 9.0, native AI services, expanded cybersecurity solutions, and new collaborations with Walmart, Canonical, AMD, and Nvidia, targeting enterprise AI infrastructure and resilience. The integration of VMware Private AI Services, advanced compliance features, and alliances with leading technology providers highlights Broadcom's increasing influence in enabling...

The TJX Companies, Inc. recently raised its full-year fiscal 2026 earnings guidance and shared third-quarter outlook details, following the release of robust second-quarter results for the period ending August 2, 2025, which included US$14.40 billion in sales and a diluted EPS of US$1.10. Stronger-than-anticipated second-quarter performance and a smaller anticipated impact from foreign currency headwinds prompted the company to revise its full-year profit expectations upward. We'll explore...

CrowdStrike Holdings recently released its second quarter financial results, showing revenue of US$1.17 billion, but reported a net loss of US$77.68 million compared to net income a year ago, and updated its guidance for the next quarter and fiscal year. While the company achieved substantial revenue growth, it did not repurchase any shares under its recent buyback authorization and experienced a shift from profitability to a net loss year-on-year. We will assess how the company's strong...

On September 2, 2025, Micron Technology presented at SEMICON India 2025 in New Delhi, where senior executives discussed business outlook and product developments including high bandwidth memory. A key insight from the event was management raising guidance and emphasizing strong, sold-out capacity for high bandwidth memory, reflecting robust AI-driven demand. We'll explore how Micron's upgraded outlook and confirmed HBM leadership could reshape the company's growth case and margin...

On August 20, 2025, Q2 Holdings announced that Open Payment Network became its first partner to integrate the Second Quarter Instant Payments Manager, allowing direct connectivity to major instant payment rails within Q2’s Digital Banking Platform. This partnership enables financial institutions to rapidly deploy comprehensive instant payment features, expanding their digital banking capabilities and streamlining user experience. We’ll assess how this integration, which aims to position Q2...

monday.com recently presented at the Gartner Digital Workplace Summit in Tokyo, where company executives shared updates on product growth and market expansion. Recent quarterly results featured strong revenue growth and record enterprise customer additions, reflecting momentum particularly in its CRM segment crossing US$100 million in annual recurring revenue. We’ll explore how monday.com's upbeat 2025 revenue guidance may shape its investment narrative and future growth prospects. AI is...

In August 2025, MARA Holdings, Inc. announced the establishment of its new European headquarters in Paris, France as part of its expansion into Europe. This move positions the company within the core of Europe’s energy sector, signaling increased ambition to play a major role in international energy innovation. We'll explore how MARA's decision to base its European headquarters in Paris could influence its evolving investment narrative and growth prospects. This technology could replace...

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...

Tilray Medical, a division of Tilray Brands, recently launched three new EU-GMP certified medical cannabis strains in Germany under the Good Supply brand, available in both 15 g and 500 g formats for patients and pharmacies under the country's medical framework. This expansion leverages Tilray’s established logistics network in Germany and is tailored to the needs of one of Europe’s key medicinal cannabis markets. We’ll look at how Tilray’s broadened medical cannabis offerings in Germany...

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...

On August 29, 2025, Klaviyo, Inc. announced that Chano Fernández, a current board member with extensive technology leadership credentials, was appointed as Interim Executive Officer effective September 1, 2025, stepping down from the Compensation Committee. This executive transition brings a leader with direct experience in scaling software platforms at Eightfold.ai and Workday, potentially influencing Klaviyo's operational priorities and innovation trajectory. We'll examine how Fernández's...