U.S. Infrastructure Stock News

If you are wondering whether NRG Energy at about US$160.63 still offers value after a strong run, this article walks through how its current price lines up against different ways of thinking about valuation. The stock has moved around recently, with returns of 11.6% over the last 7 days, 7.9% over the last 30 days, a 3.3% decline year to date, and 58.4% over the last year, alongside a very large return over the last 3 years and 365.3% over 5 years. These moves sit against a backdrop of...

ASA Gold and Precious Metals Limited has reported full-year 2025 results, with revenue of US$3.98 million and net income of US$664.07 million, while major shareholder Saba Capital Management recently increased its stake by purchasing shares worth about US$2 million. Saba Capital Management now holds 5,641,246 ASA shares, a very large position that can meaningfully influence governance, capital allocation priorities, and investor perception. We’ll now examine how Saba Capital’s larger...

Quest Diagnostics (NYSE:DGX) has introduced a blood based minimal residual disease test for multiple myeloma that uses advanced flow cytometry. The company reports that the assay offers sensitivity comparable to next generation sequencing with a lower expected cost and less invasive sampling. FDA draft guidance recognizes minimal residual disease as an endpoint in multiple myeloma clinical trials, supporting broader use of MRD testing in research. For you as an investor, this development...

Construction Partners (ROAD) has just combined a strong quarterly update with a raised full year outlook, after reporting higher first quarter sales and a move from loss to profit compared with a year earlier. See our latest analysis for Construction Partners. The strong quarterly beat and upgraded guidance have coincided with a sharp pick up in momentum, with a 1 month share price return of 14.62% and a 1 year total shareholder return of 66.51% building on a very large 5 year total...

The GEO Group, Inc. has reported its fourth-quarter and full-year 2025 results, with revenue rising to US$707.7 million for the quarter and US$2.63 billion for the year, alongside higher net income and earnings per share, and has issued 2026 guidance as well as confirming an upcoming CEO transition. Management also highlighted 2025 as the strongest year in the company’s history for new contract wins, with these agreements expected to add roughly US$520 million in annualized revenue and shape...

Grab Holdings (NasdaqGS:GRAB) reports its first full year of net profit. The company launches a $500 million share buyback program. Grab announces the acquisition of Stash Financial to expand into wealth services. Grab partners with Hesai Technology to distribute lidar products across Southeast Asia. Grab Holdings is moving through a major shift, pairing its first full year of net profit with several new capital and business moves. The share price sits at $4.23, with a 3 year return of...

Why Janus Henderson Group Stock Is On Investors’ Radar Janus Henderson Group (JHG) has drawn attention after its recent share performance, with a 1 day return close to flat and total returns of about 10% over the past 3 months. For context, the stock closed at $48.22, with trailing 1 year and 3 year total returns of roughly 16% and very large levels respectively, while the value score currently sits at 3. See our latest analysis for Janus Henderson Group. The recent 90 day share price return...

If you are wondering whether Uranium Energy's current share price reflects its true worth, you are not alone. The stock has attracted plenty of attention from investors trying to work out what is already priced in. Over the short term, the share price performance has been mixed, with a 1.2% decline over the last 7 days and a 0.3% decline over the last 30 days. Year to date it is up 21.3%, the 1 year return stands at 125.2%, and the 3 year return is very large. Recent headlines around Uranium...

Broadridge Financial Solutions (BR) is back on many investors' screens after Q4 results topped Wall Street revenue and adjusted EPS expectations, along with renewed interest in its digital asset efforts and the rollout of its Japan-based Trade Assignment Portal. See our latest analysis for Broadridge Financial Solutions. Despite beating earnings expectations and rolling out products like the Trade Assignment Portal and a planned CQG acquisition, Broadridge’s short term momentum has cooled,...

Interest around Bullish (BLSH) has picked up after ARK Invest disclosed sizable purchases of the stock, following quarterly results that combined reported revenue growth with a large net loss for 2025. See our latest analysis for Bullish. The recent ARK purchases and Bullish’s U.S. expansion news arrived after a 17.21% 7 day share price return. However, that move sits against a 30 day share price return of 20.30% and a year to date share price return of an 18.80% decline, hinting that...

The U.S. Department of Energy’s new funding for Oklo (OKLO) to study radioactive materials in hot liquid salt puts its nuclear fuel recycling plans in focus and has drawn fresh investor attention. See our latest analysis for Oklo. That DOE award lands at a volatile moment for Oklo, with the share price at US$66.23 after a 1 month share price return of a 35.39% decline and a 1 year total shareholder return of 21.79%. The 3 year total shareholder return is very large at more than 6x, suggesting...

Acadia Realty Trust (NYSE:AKR) announced internal executive promotions tied to the planned retirement of its long-tenured Chief Administrative Officer, Joseph Napolitano. Erica Pipitone has been promoted to Vice President of Financial Reporting as part of the updated leadership structure. Napolitano is set to retire after 31 years with the company, marking a significant shift in its senior administrative team. Acadia Realty Trust focuses on retail real estate, so leadership in finance and...

HNI Corporation (NYSE:HNI) has maintained consistent dividend payments for more than 10 years. The company highlights low debt levels and improving profit margins as support for its dividend record. This update is relevant for investors who prioritize stable income and financial resilience. HNI Corporation, listed on the NYSE under the ticker HNI, focuses on office furniture and hearth products, areas that tie closely to commercial real estate, home improvement, and workplace trends. For...

In early February 2026, Emerson Electric Co. reported first-quarter fiscal 2026 results showing higher sales of US$4,346 million and net income of US$605 million, reaffirmed earnings guidance for the quarter and full year, maintained its quarterly dividend at US$0.555 per share, and confirmed completion of a multi‑year share repurchase program while shareholders voted to declassify its board. Together, the earnings beat, confident guidance, and governance shift toward an annually elected...

Shift4 Payments (FOUR) has overhauled its capital structure by collapsing multiple share classes into a single Class A share and removing super-voting rights, while also exiting substantial future tax receivable agreement obligations. See our latest analysis for Shift4 Payments. Despite the governance clean up and TRA exit, recent share price returns have been weak, with a 30 day share price return of 10.48% and a 1 year total shareholder return of 49.72%. This hints that sentiment has cooled...

Sportradar AG recently announced a multi-year agreement for the 2025–27 NBA seasons with NBC Sports Regional Sports Networks, which will use the company’s NBA Advanced Data and AI-driven GameFrame technology to enhance live game broadcasts with real-time graphics and analysis. This deal highlights how Sportradar is applying its AI and data capabilities beyond betting into broadcast production, deepening its role in the wider sports media ecosystem. We’ll now examine how this new AI-powered...

Hershey (NYSE:HSY) is rolling out exclusive Team USA chocolate medals tied to the 2026 Olympic and Paralympic Winter Games. The limited edition products are paired with a digital engagement push on TikTok and Snapchat. The campaign targets younger, highly engaged consumers in the run up to the 2026 Winter Games. Hershey, best known for its core chocolate and candy brands, is leaning into a blend of themed products and social media activity with this Team USA medals launch. For a large...

Wondering whether Himax Technologies at US$8.25 is priced for opportunity or already reflecting its prospects? This article walks you through what the current market price might be saying about the stock. The share price has moved 9.3% over the last 7 days. Returns of a 0.7% decline over 30 days and a 3.3% decline year to date, alongside a 6.2% decline over 1 year, sit against a 13.8% gain over 3 years and a 26.4% decline over 5 years. Recent attention on Himax has been shaped by ongoing...

If you are wondering whether Intercontinental Exchange at around US$151.99 is offering fair value or a potential mispricing, you are not alone. That is exactly what this article aims to unpack. The stock has seen mixed returns, with a 7.8% decline over the last 7 days, an 8.6% decline over 30 days and a 5.0% decline year to date, set against longer term gains of 45.5% over 3 years and 43.7% over 5 years. Recent coverage around Intercontinental Exchange has focused on its role in global...

FDA orphan drug designation puts Immatics (NasdaqCM:IMTX) melanoma program in focus Immatics (NasdaqCM:IMTX) is back on investor radars after the FDA granted orphan drug designation to its melanoma treatment for HLA-A 02:01-positive patients with Stage II and higher disease. See our latest analysis for Immatics. The orphan drug news lands after a sharp shift in sentiment, with the 1-year total shareholder return of 102.17% and recent 7-day and 30-day share price returns of 9.74% and 11.90%...

Travelers Companies (TRV) shares have been attracting attention after recent price moves, with the stock closing at $299.03 as investors weigh its long track record in property and casualty insurance. See our latest analysis for Travelers Companies. That recent move to a closing share price of $299.03 comes after a 6.61% 1 month share price return. The 1 year total shareholder return of 26.28% and 5 year total shareholder return of 122.72% suggest momentum has been building over time. If this...

Qiagen (NYSE:QGEN) has introduced sustainability-focused consumables and new automated sample preparation systems for clinical laboratories. The lineup features the newly launched QIAsprint Connect, with QIAsymphony Connect and QIAmini planned to broaden automation options across different lab sizes. The company is positioning these platforms to support greener lab workflows and greater process efficiency in clinical testing environments. Qiagen is putting more attention on automation and...

IBM has agreed to acquire Confluent (NasdaqGS:CFLT) in a transaction valued at $11b. The deal is structured as a definitive agreement and is expected to close around mid 2026, subject to regulatory and shareholder approvals. The acquisition would shift Confluent into IBM's ownership, with implications for customers, employees, and the broader data streaming and cloud markets. For investors, the headline is that Confluent, currently trading at $30.51, is now at the center of a large cash...

As February begins, major U.S. stock indexes have shown strong performance, with the Dow Jones Industrial Average adding 515 points and the S&P 500 nearing record highs. In this buoyant market environment, identifying stocks that may be priced below their estimated value can present intriguing opportunities for investors looking to capitalize on potential growth.