U.S. Infrastructure Stock News

Wondering if Symbotic’s recent run-up is all hype or actually backed by value? Let’s break down what’s really going on with this high-flying stock. After a jaw-dropping 121.4% year-to-date climb and a 347.8% gain over three years, Symbotic recently took a breather, dropping 21.7% over the past month. Investor excitement has been fueled by high-profile new automation contracts and growing headlines around warehouse robotics. However, short-term volatility has also increased as the broader...

Earlier this month, Ionis Pharmaceuticals and partner Otsuka Pharmaceuticals announced that the European Medicines Agency’s CHMP adopted a positive opinion for DAWNZERA (donidalorsen) in hereditary angioedema, while Ionis separately reported highly positive Phase 3 results for olezarsen in severe hypertriglyceridemia. An important insight is that these advances could open Ionis to new patient populations in both rare and broader cardiometabolic disease indications, supporting upcoming...

Seagate Technology Holdings (STX) is back in focus after new coverage highlighted its expanding presence in the AI data center market. Investors are watching closely as demand for large-scale and energy-efficient storage takes off. See our latest analysis for Seagate Technology Holdings. Recent weeks have seen Seagate’s share price soar, reflected in a remarkable 178% year-to-date price return, as investors have responded to its growing AI data center footprint and notable events like...

Knife River (KNF) is drawing fresh scrutiny after recent updates questioned whether its acquisition-driven growth is actually benefiting long-term investors. Despite rising revenue and a healthy backlog, concerns about mounting costs and shrinking margins are now at the forefront. See our latest analysis for Knife River. Knife River’s share price has tumbled 31% year-to-date, with momentum turning negative in recent months despite earlier signs of a short-term rebound. The latest 1-month...

Establishment Labs Holdings (ESTA) has caught some renewed interest after a strong performance in the past month, with shares up over 33%. Investors are taking a fresh look at the company’s recent momentum and underlying fundamentals. See our latest analysis for Establishment Labs Holdings. Establishment Labs’ 33% jump in the last month puts a spotlight on building momentum, especially following a quieter stretch earlier this year. While recent events have not made big headlines, the 1-year...

Dynatrace (NYSE:DT) has just unveiled a string of integrations and enhancements with leading cloud platforms, including Microsoft Azure SRE Agent and Amazon Bedrock AgentCore. These moves expand the company’s AI-driven visibility and automation tools for enterprise clients. See our latest analysis for Dynatrace. These headline integrations with Microsoft and Amazon come on the heels of a turbulent year for Dynatrace’s stock. Despite continuous innovation and high-profile cloud partnerships,...

Pebblebrook Hotel Trust (PEB) shares have drifted lower lately, showing a 1% drop at the most recent close along with a month-long decline of nearly 2%. Even so, investors are keeping an eye on the company’s financials given its annual revenue growth. See our latest analysis for Pebblebrook Hotel Trust. Pebblebrook Hotel Trust’s share price has slipped about 21% so far this year, with momentum cooling after a tough first half. Over the past twelve months, its total shareholder return fell...

Church & Dwight (CHD) shares traded near $83 recently, down around 5% over the past month and roughly 25% lower than a year ago. Investors might be weighing the company’s performance compared to its longer-term track record. See our latest analysis for Church & Dwight. This year’s steady slide in Church & Dwight’s share price has caught attention, especially after a tough 30-day stretch that extends a broader year-long trend. While the company remains a mainstay in consumer staples, the...

In a significant development for Cloud AI, D-AI, a European leader in artificial intelligence, has partnered with Saudi Arabia’s Public Investment Fund to advance the country's cloud and AI infrastructure. The multi-year collaboration is set to develop sovereign national data centers, cloud systems, and digital identity platforms, integral to Saudi Arabia's Vision 2030 initiative aimed at fostering digital transformation. This strategic alliance emphasizes locally governed systems, ensuring...

Oddity Tech Ltd. recently reported third quarter results with sales rising to US$147.9 million and net income of US$17.75 million, alongside the launch of METHODIQ, a telehealth platform targeting dermatology care. In addition to delivering solid earnings growth and raising its full-year revenue outlook, Oddity is signaling a significant move into digital healthcare with METHODIQ, potentially widening its long-term addressable market. We'll take a look at how the METHODIQ launch creates new...

Qiagen (NYSE:QGEN) introduced its next-generation QIAsymphony Connect platform at the 2025 AMP meeting. The launch drew attention for the platform's improved connectivity and support for advanced liquid biopsy applications in laboratory environments. See our latest analysis for Qiagen. Qiagen’s launch of QIAsymphony Connect and new precision oncology developments have kept it in the spotlight, and investors have taken notice. Despite recent volatility, the stock’s total shareholder return...

Intercontinental Exchange (ICE) has been in the spotlight following its $1.25 billion public offering of senior notes. This move is aimed at optimizing capital structure as the company manages upcoming debt maturities. See our latest analysis for Intercontinental Exchange. ICE’s recent senior notes offering follows a busy period for the company, including the rollout of its next-generation risk margining model covering over 1,000 energy derivatives, and an upcoming investor appearance at a...

Ever wondered if MSC Industrial Direct is a smart buy at today’s price? If you are looking for value in this market, it pays to look a little closer. The stock recently dipped, falling 6.9% over the past week and 5.1% this month, though it's still up 11.0% year-to-date and 3.5% over the past year. Lately, the shares have responded to a mix of industry news. Supply chain improvements have helped distributors like MSC Industrial Direct, but ongoing uncertainty in manufacturing has kept...

Palo Alto Networks (PANW) delivered a strong quarterly earnings report, outpacing market forecasts thanks to continued revenue growth driven by its platform-centric model and steady expansion in subscription sales. The company’s fresh partnerships and next-generation AI security initiatives are also drawing renewed attention from investors and industry analysts alike. See our latest analysis for Palo Alto Networks. Palo Alto Networks’ run of upbeat financials and headline-making alliances has...

Wix.com Ltd. recently reported its third quarter results, raising its full-year revenue outlook to US$1.99 billion to US$2 billion, and highlighted a 14% year-over-year surge in total bookings driven by the success of its AI-powered Base44 platform. Despite these gains, management disclosed a delay in the company’s flagship product launch amid ongoing margin pressures resulting from the Base44 acquisition, reflecting the growing impact of AI investments on operational performance. We’ll...

Eaton has announced that Chief Financial Officer Olivier Leonetti will depart the company on April 1, 2026, following a planned transition process involving both internal and external candidates for his replacement. Leonetti's upcoming exit marks a significant leadership change, as he has held the CFO role since January 2024 and previously served nearly five years on Eaton’s board. We’ll examine how the planned CFO transition may influence Eaton’s outlook and management continuity within its...

On November 19, 2025, Block announced at its Investor Day an expansion of its stock buyback program by US$5.0 billion, bringing the total repurchase authorization to US$9.0 billion and shared a detailed three-year financial outlook projecting consistent profit growth. The multi-billion dollar buyback, paired with management’s profitability targets and integration of new Cash App and AI-driven features, underscores a renewed commitment to shareholder returns and operational efficiency across...

Phibro Animal Health (PAHC) stock has seen some movement recently, drawing renewed attention from those tracking its performance over recent months. Investors may be curious about how current valuation compares with the company’s longer-term returns. See our latest analysis for Phibro Animal Health. Phibro Animal Health’s share price has pulled back slightly over the last week. The bigger story is its impressive rebound this year. With a current share price of $40.81 and a year-to-date share...

Azenta, Inc. released its fourth quarter 2025 financial results on November 21, following a period of increased insider and institutional investor activity ahead of the announcement. Analyst expectations centered on signs of a turnaround in revenue growth and operational performance, given Azenta’s historical difficulty in consistently meeting Wall Street forecasts. We'll explore how ongoing insider trading activity sets the stage for potential shifts in Azenta's investment story following...

Earlier this month, Toast announced new partnerships with TGI Fridays and everbowl to implement its restaurant management platform across more than 100 everbowl locations and all TGI Fridays U.S. outlets, and also expanded its collaboration with Uber to broaden commission-free delivery services for restaurants. This series of agreements highlights Toast's focus on scalable technology and cost efficiencies, aiming to improve operational effectiveness and guest experiences for high-profile...

Applied Materials recently reported its fourth quarter and full-year 2025 financial results, highlighting US$6.80 billion in quarterly sales, higher net income year-over-year, and new guidance for first quarter fiscal 2026 revenues of approximately US$6.85 billion plus or minus US$500 million. The company emphasized new product launches targeting AI and advanced semiconductor processes, along with a shift in business mix and strengthening recurring revenue from services amid regional revenue...

Itron (ITRI) shares have faced some pressure lately, with the stock dropping nearly 30% over the past month. Investors are keeping a close watch for catalysts or updates that could impact the company’s outlook in the coming quarters. See our latest analysis for Itron. After a long stretch of solid gains, Itron’s recent 30% slide in the past month stands out against its robust longer-term performance, including a 79% total shareholder return over the past three years. While momentum has faded...

Old Republic International (ORI) recently delivered third-quarter 2025 earnings that surpassed expectations, while also unveiling its acquisition of Everett Cash Mutual. These moves showcase the company’s execution and evolving approach to broadening its offerings. See our latest analysis for Old Republic International. This combination of a strong earnings report and fresh expansion moves has not gone unnoticed by investors. Old Republic International’s share price has built notable momentum...

Andersons (ANDE) recently saw a pickup in its stock price over the past month, with shares climbing nearly 7%. Investors are weighing the firm’s steady earnings momentum and healthy long-term returns as they look ahead. See our latest analysis for Andersons. Andersons’ 30-day share price return of nearly 7% stands out alongside an impressive 21% gain year-to-date, reflecting renewed market optimism after a period of steady but modest longer-term performance. While momentum appears to be...