U.S. Infrastructure Stock News

Wondering whether Booz Allen Hamilton Holding might be undervalued or present a hidden opportunity? You are not alone, and this is exactly what we will unpack together. Shares have seen a rocky ride recently, dropping 5.1% over the past week and tumbling 20.6% in the last month. The year-to-date slide now stands at a substantial 37.6%, and the full year decline is 45.5%. Several headline developments have given investors pause, such as ongoing shifts in government contracting budgets and...

Qnity Electronics (Q) grabbed attention after announcing estimated third-quarter results that showed double-digit sales growth and rising profitability, supported by a surge in AI-related demand. The company also raised its full-year sales estimate. See our latest analysis for Qnity Electronics. The backdrop for Qnity Electronics includes a recent quarterly dividend announcement and a delay in SEC filings, but market focus remains firmly on the company’s strong AI-driven results and raised...

PagerDuty (PD) shares have continued to soften, dipping nearly 1% since yesterday and down over 12% in the past three months. Investors are weighing the company's recent performance alongside ongoing questions about margin improvement and revenue growth. See our latest analysis for PagerDuty. PagerDuty’s momentum has slowed this year, with a 1-year total shareholder return of -26% and shares down more than 18% year-to-date. Recent price declines suggest investors are recalibrating their view...

LuxExperience B.V (NYSE:LUXE) just released its first quarter earnings, catching investor attention with a dramatic jump in sales and a much wider net loss. The results have quickly become a talking point. See our latest analysis for LuxExperience B.V. LuxExperience B.V.’s energetic start to the year has caught the market’s eye, with the action in its stock reflecting both heightened expectations and a dash of caution. Despite the buzz around booming sales, momentum has cooled lately. The...

Boise Cascade (BCC) shares have been on the move recently, influenced by market dynamics and broader trends in the building materials sector. With wood products demand in flux, many investors are taking a closer look at the company's latest performance figures. See our latest analysis for Boise Cascade. After a rocky few months, Boise Cascade’s share price has pulled back 41.26% year-to-date. The one-year total shareholder return sits even lower at -50.53%. Although there have been stronger...

Fitch Ratings recently assigned a long-term 'BBB' rating and stable outlook to CF Industries, Inc.'s proposed senior unsecured notes, following the company's announcement to use proceeds for general corporate purposes and to repay US$750 million in notes due 2026. This rating highlights confidence in CF Industries' financial stability as it commits US$1.5 billion to the Blue Point joint venture for low-carbon ammonia production, underscoring a significant transition toward clean energy...

Campbell's (CPB) shares are grappling with recent performance trends, catching the attention of investors interested in staple food producers. Following a stretch of declining returns, many are taking a fresh look at where the stock stands now. See our latest analysis for Campbell's. Over the past year, Campbell’s share price return has trended steadily downward. A total shareholder return of -27.6% suggests that sentiment has faded even as staple stocks usually shine in uncertain times...

Arcosa (ACA) has seen its stock price fluctuate over the past month, with shares gaining about 5%. Investors are watching company performance metrics such as annual revenue growth and profit trends to assess the story so far. See our latest analysis for Arcosa. Arcosa’s share price has gained almost 5% over the past month. Zooming out, momentum is less convincing, with a 12-month total shareholder return of -8% despite recent upside. Still, anyone who held for the last three or five years is...

Wayfair recently unveiled its full lineup of Black Friday and holiday season sales, offering deep discounts of up to 80%, daily special deals, and free shipping across its platforms from November 20 through December 1. This aggressive promotional campaign aims to capture heightened holiday shopping demand and showcases Wayfair’s focus on driving higher sales volumes and customer engagement during a peak retail window. We’ll examine how this major holiday sales launch may shape Wayfair’s...

Semrush Holdings (SEMR) continues to be a point of discussion among investors following its recent stock movement. The company’s performance over the past month has drawn attention, particularly as its return trends upward along with annual revenue growth. See our latest analysis for Semrush Holdings. Zooming out, Semrush Holdings’ recent surge is a bright spot in what has otherwise been a challenging stretch for long-term holders. The stock’s one-week share price return of 61% stands out,...

Pinnacle West Capital (PNW) shares have edged higher over the past week, showing a 0.5% gain. However, the stock is down about 3% for the month. Investors appear to be weighing recent performance against the company’s longer-term track record. See our latest analysis for Pinnacle West Capital. Over the past year, Pinnacle West Capital’s share price has climbed steadily, with a 6% gain year-to-date reflecting gradually improving sentiment and a solid 3-year total shareholder return of 33%...

Ziff Davis (ZD) is taking decisive steps to unlock shareholder value, actively considering divestitures or even a potential sale. At the same time, the company is reinforcing its position through ongoing stock buybacks and investment in tech-driven health solutions. See our latest analysis for Ziff Davis. While Ziff Davis has been busy with big portfolio moves and making its presence felt at major investor conferences, the share price has slid sharply this year, now at $29.54. A 46%...

Brown-Forman just gave investors two things to notice: a 2% boost to its quarterly dividend and the U.S. debut of New Mix, Mexico’s top-selling ready-to-drink tequila cocktail. Together, these moves reflect optimism about the company’s direction. See our latest analysis for Brown-Forman. Brown-Forman’s new product debut and dividend boost come at a time when the company’s momentum has been under pressure, with a year-to-date share price return of -24.96% and a one-year total shareholder...

Alvotech recently lowered its full-year 2025 revenue guidance to US$570 million–US$600 million, revising its forecast by around 10% below the prior midpoint after earlier raising and reaffirming it earlier this year. This shift in expectations marks a meaningful change in management's outlook, coming soon after positive regulatory progress and improved profitability were reported. We'll examine how this unexpected revenue guidance cut may alter sentiment on Alvotech's investment case and...

T. Rowe Price Group (TROW) stock has experienced some downward pressure over the past month, sliding by 7%. This has caught the attention of investors who are now considering whether current valuations reflect long-term fundamentals. See our latest analysis for T. Rowe Price Group. After a steady run earlier this year, T. Rowe Price Group’s 1-year total shareholder return is down 13.5%, with the share price sliding 6.7% over the past month and 14.2% year-to-date. This recent downtick suggests...

General Dynamics recently secured a US$2.28 billion contract modification from the U.S. Navy for advance procurement and construction of Columbia-class ballistic missile submarine hulls, with project completion expected by December 2031. This substantial contract expansion bolsters General Dynamics' role as a primary U.S. defense supplier and extends its order backlog, providing increased revenue visibility for years ahead. We'll now explore how this significant Navy contract award shapes...

Regencell Bioscience Holdings recently disclosed that Pomerantz LLP is investigating potential securities law violations following a subpoena from the U.S. Department of Justice concerning the company’s trading and corporate practices. The company warned it expects significant legal expenses and potential government fines as a result of the ongoing inquiry, raising investor concerns about future impacts. We’ll explore how anticipated legal and regulatory costs could influence Regencell...

Earlier this week, Bio-Techne announced that it entered into a licensing agreement with Seattle-based Monod Bio, securing exclusive commercial rights to a subset of AI-designed NovoBody Duo molecules that expand its recombinant protein and diagnostics portfolio. This move reinforces Bio-Techne's emphasis on AI-driven protein innovation for next-generation research and diagnostics, and positions the company at the forefront of precision medicine advancements. We'll explore how Bio-Techne's...

Meritage Homes (MTH) announced a new quarterly cash dividend of $0.43 per share and highlighted significant year-to-date share repurchases. In addition, management plans $100 million in buybacks each quarter during 2026. See our latest analysis for Meritage Homes. Meritage Homes has seen its share price retreat recently, with a 1-month share price return of -8.0% and a year-to-date decline of -13.6%. Despite this, the company’s three- and five-year total shareholder returns of 60.1% and 49.6%...

EyePoint Pharmaceuticals recently announced that its independent Data Safety Monitoring Committee completed the second scheduled review of the pivotal Phase 3 DURAVYU™ trial for wet age-related macular degeneration (wet AMD), supporting continued enrollment and progression of the study. This milestone emphasizes DURAVYU’s potential to address unmet needs in wet AMD by offering a sustained-release treatment that targets multiple disease pathways, setting it apart from current therapies. We'll...

Carvana stock saw renewed momentum after several analysts reaffirmed their positive outlook on the company. The latest analyst updates follow a quarter marked by strong growth in retail unit sales and improvement in operational efficiency, including expanded same-day delivery. Investors are now watching closely to see how these factors shape Carvana’s growth trajectory over the coming months. See our latest analysis for Carvana. Carvana's share price has shown tremendous strength this year,...

Celcuity Inc. recently announced the completion of its New Drug Application submission to the U.S. FDA for gedatolisib for use in HR-positive, HER2-negative advanced breast cancer, under the FDA's Real-Time Oncology Review program. This milestone submission is supported by positive Phase 3 data and follows Breakthrough Therapy and Fast Track designations for gedatolisib, potentially streamlining its regulatory path. We'll explore how the combination of favorable clinical data and expedited...

Ever wondered if Coursera is truly worth its current price, or if the stock is hiding more value than meets the eye? You are not alone. The real story may surprise you. Coursera has seen its share price slide 6.3% over the last week and 26.4% over the past month, but it is still up 13.2% over the last year. This demonstrates that there is both opportunity and risk in the mix. Recent headlines about Coursera's growing partnerships with universities and tech firms, along with ongoing...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...