U.S. Infrastructure Stock News

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...

We wouldn't blame Fifth Third Bancorp ( NASDAQ:FITB ) shareholders if they were a little worried about the fact that...

It's not a stretch to say that Fuel Tech, Inc.'s ( NASDAQ:FTEK ) price-to-sales (or "P/S") ratio of 1.6x right now...

Targa Resources (TRGP) is back in focus after reporting record adjusted EBITDA of US$1.27b in Q3 2025, issuing a higher full-year outlook, advancing major Permian growth projects, and outlining plans for a higher dividend. See our latest analysis for Targa Resources. The recent Q3 earnings beat, higher outlook and new Permian projects have coincided with a 20.8% 1 month share price return and a 32.0% 3 month share price return. The 3 year total shareholder return of more than 3x suggests...

Guidewire Software (GWRE) drew fresh attention after reporting record fiscal Q1 sales activity, securing new cloud contracts with The Hartford and Sompo, and raising full year guidance across all key performance metrics. See our latest analysis for Guidewire Software. Even with the recent contracts and raised guidance, Guidewire’s share price has been under pressure, with a 30 day share price return of 20.1% decline and a year to date share price return of 32.3% decline. However, the 3 year...

Hilltop Holdings Inc. recently presented at the KBW 2026 Winter Financial Services Conference in Boca Raton and filed its latest annual 10-K, outlining current performance and business priorities across its banking, broker-dealer, and mortgage operations. The combination of detailed disclosures on segment performance, opportunities in acquisitions and technology, and upbeat analyst coverage has sharpened investor focus on Hilltop’s business mix and long-term positioning. With its recent 10-K...

What Tyson’s beef losses and new bond issue mean for stock investors Tyson Foods (TSN) is facing sustained pressure in its beef business, with consecutive quarterly losses tied to higher cattle costs and a smaller US herd, even as the company taps bond markets for fresh funding. See our latest analysis for Tyson Foods. The recent bond issue, ongoing beef losses and a softer earnings quarter come against a backdrop where Tyson’s 90 day share price return of 19.16% and 1 year total shareholder...

Spyre Therapeutics (SYRE) is in focus after growing investor interest in its clinical-stage pipeline for inflammatory bowel disease, particularly its monoclonal antibody candidates SPY001 and SPY002, along with broad analyst support for the stock. See our latest analysis for Spyre Therapeutics. The recent clinical pipeline interest has come alongside strong momentum, with a 10.2% 1 month share price return, a 52% 3 month share price return and a 59.8% 1 year total shareholder return. The...

Cousins Properties reported past full-year 2025 results with revenue of US$993.82 million and net income of US$40.5 million, while also acquiring the fully leased 638,000-square-foot 300 South Tryon office property in Uptown Charlotte for US$317.5 million. The combination of higher sales and revenue with a premium, fully occupied Charlotte asset funded partly by non-core asset sales highlights Cousins’ focus on strengthening its Sun Belt office portfolio and income visibility. We’ll now...

Event context and recent return profile United Community Banks (UCB) has drawn renewed attention after recent trading, with the stock last closing at $34.56 and posting a 0.1% move over the past day and a 3.7% decline over the past week. Over the past month, the share price shows a 2.1% return, while the past 3 months reflect a 17.8% gain, giving investors a fresh reference point to compare against the bank’s fundamentals and valuation metrics. See our latest analysis for United Community...

Recently, Vicor reported accelerating earnings growth supported by steady revenue expansion, robust profit margins, and a balance sheet that remains in strong financial health. What stands out is how Vicor’s rapid earnings momentum and solid profitability make its valuation appear comparatively attractive next to industry peers. Next, we’ll examine how Vicor’s accelerating earnings growth and strong profitability profile may influence the company’s broader investment narrative. Invest in the...

DT Midstream (DTM) is back in focus as recent commentary suggests the stock is priced for sustained high growth, even though its midstream business is tied to a cyclical upstream sector. See our latest analysis for DT Midstream. The recent announcement of DT Midstream’s upcoming 2026 Annual Meeting lands at a time when momentum has been building, with a 10.6% 1 month share price return, a 37.16% 1 year total shareholder return and a 191.73% 3 year total shareholder return from a share price...

Ralph Lauren (RL) just paired strong quarterly results with a lift to its full year outlook, after reporting higher sales and profits, especially in Asia, along with solid performance across its digital and retail channels. See our latest analysis for Ralph Lauren. The raised guidance and strong quarterly earnings have come alongside firm share price momentum, with a 7 day share price return of 6.0% and a 90 day share price return of 12.5%. The 1 year and 5 year total shareholder returns of...

ZoomInfo Technologies (GTM) is on investors’ radar after reporting fourth quarter and full year 2025 results, issuing 2026 revenue guidance, and pairing those updates with a fresh US$1b share repurchase authorization. See our latest analysis for ZoomInfo Technologies. Despite the earnings update, new guidance and fresh US$1b buyback authorization, ZoomInfo Technologies’ share price is down sharply. The company has recorded a 30 day share price return of negative 29.61% and a three year total...

In recent days, Ross Stores reported solid quarterly results, with revenue and comparable sales topping cautious expectations, supported by strong customer traffic in apparel and home categories. The company is also pushing ahead with an expansion program underpinned by average same-store sales growth of 3.4% over the past two years and an industry-leading 30.6% return on capital, highlighting management’s focus on high-return store investments. Next, we’ll explore how Ross Stores’ ongoing...

Why Ecovyst stock is back on investors’ radar Ecovyst (ECVT) is drawing fresh attention after Brightline Capital Management disclosed a new position of 2,050,000 shares, along with the company’s plan to sell its Advanced Materials and Catalysts segment for US$556 million. See our latest analysis for Ecovyst. Ecovyst’s recent news sits against a share price that closed at US$11.62, with a 39.66% 90 day share price return and a 41.53% 1 year total shareholder return. This suggests momentum has...

IDT Corporation previously filed a US$10.95 million shelf registration for 175,000 shares of Class B common stock tied to an ESOP-related offering, while a new 1% federal excise tax on certain cash-funded international money transfers took effect on January 1, 2026. Because IDT’s BOSS Money app allows users to fund transfers via debit cards or bank accounts, customers can avoid this new tax, potentially making the service more attractive in a crowded remittance market. We’ll now examine how...

Earlier this month, Bank of Hawai‘i announced that longtime Chairman and CEO Peter S. Ho, age 60, will retire on March 31, 2026, with President and Chief Banking Officer James C. Polk, age 59, set to succeed him under the bank’s long-planned leadership transition, while Ho stays on as consultant through 2027. The move also separates the Chairman and CEO roles, with Raymond P. Vara, Jr. becoming Non-Executive Chairman, underscoring the bank’s focus on continuity, governance and succession...

The Ensign Group reported past fourth-quarter and full-year 2025 results showing higher revenue and earnings, issued 2026 earnings guidance of US$7.41 to US$7.61 per diluted share and revenue guidance of US$5.77 billion to US$5.84 billion, and disclosed no share repurchases under its existing buyback authorization. Alongside this guidance, Ensign expanded its footprint to 378 healthcare operations across 17 states through several skilled nursing facility acquisitions, underscoring...

Analyst optimism and record high share price put Turning Point Brands in focus Turning Point Brands (TPB) has moved into the spotlight after Oppenheimer issued upbeat commentary on the stock, highlighting expectations around the FRE brand, nicotine pouch exposure, and the company’s broader brick and mortar rollout. See our latest analysis for Turning Point Brands. The latest analyst commentary has arrived alongside a strong run in the stock, with a 1 month share price return of 10.78% and 3...

The Pennant Group recently confirmed it released its fourth-quarter and full-year 2025 results on February 25, 2026, followed by a webcast on February 26, 2026, to discuss performance in its home health, hospice, and senior living operations across 17 states. Beyond the formal results date, management’s emphasis on steady home health and hospice growth, disciplined cost control, and selective expansion has been a key focus for investors assessing the business. Now we’ll examine how Pennant’s...

Guardant Health (GH) has been in focus after disclosures that key insiders and a major shareholder reduced their holdings, along with fresh clinical data on its Guardant Reveal test and a new Shield-based colorectal cancer screening grant program. See our latest analysis for Guardant Health. Guardant Health’s recent insider selling and fresh clinical data arrive after a mixed few weeks for the share price. The stock has a 9.71% 90 day share price return and a 117.89% 1 year total shareholder...

Why Fidelity National Financial Is On Investors’ Radar Fidelity National Financial (FNF) is drawing attention after recent share price moves, with the stock closing at US$56.74 and showing mixed returns over the past month and past 3 months. See our latest analysis for Fidelity National Financial. Recent trading has been choppy, with a 7.32% 1 month share price return and a 4.53% year to date share price return, while long term holders are sitting on a 54.12% 3 year total shareholder return...

Ingersoll Rand recently reported its fourth-quarter and full-year 2025 results, showing year-on-year increases in quarterly sales and earnings alongside lower impairment charges and confirming 2026 revenue growth guidance of 2.5% to 4.5%. Despite full-year 2025 net income declining compared with 2024, the company used strong cash generation to fund acquisitions, complete a US$1.77 billion share repurchase program, and maintain its regular dividend. Next, we’ll examine how this strong quarter...