AGX's Q1 Power margin reaches 23.6% as revenues surge and project execution strengthens, while a $2.5B backlog supports the earnings outlook.

AGX's $2.8B backlog and debt-free balance sheet support growth, but project concentration and execution risks cloud the outlook.

Southland (SLND) delivered earnings and revenue surprises of -192.45% and -33.35%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Can URI sustain its growth momentum as strong project demand, Specialty gains and higher fleet investment drive the 2026 outlook?

AGX's larger EPC contracts and rising project values could accelerate its path toward $2B in annual revenue without doubling project count.

Aspen Aerogels (ASPN) delivered earnings and revenue surprises of 0.00% and +17.84%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

AGX's $8.3 million ValCor acquisition gives Teledata a New England foothold, skilled workers and access to defense, aerospace and tech customers.

CRH expands its Utah footprint with Pisgah Stone Products, adding long-life limestone reserves to support aggregates growth in a high-demand market.

Here is how Argan (AGX) and M/I Homes (MHO) have performed compared to their sector so far this year.

Argan stock has delivered an extremely strong multi year run, yet the latest valuation checks suggest the shares are priced at a premium rather than coming across as a clear bargain. Argan has returned very roughly 15x over the past 3 years, which puts extra focus on whether the current share price still leaves much room for error. The recent acquisition of ValCor Communications may support long term revenue opportunities in Teledata, while the risk is that investor expectations for...

Louisiana-Pacific (LPX) delivered earnings and revenue surprises of -31.03% and -1.48%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Knife River (KNF) delivered earnings and revenue surprises of -30.63% and +1.61%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Investors need to pay close attention to AGX stock based on the movements in the options market lately.

URI posts record Q2 revenue and lifts its 2026 outlook as stronger rental activity, fleet productivity and specialty demand point to a clearer growth runway.

AGX is tapping rising power and data center demand, with gas-fired projects and scarce EPC capacity supporting growth prospects.

Argan's 92% 2026 rally rests on strong earnings, backlog and power demand, but a richer valuation and execution risks may limit upside.

AGX, CIEN, HUBS and SMTC make the cut as the top liquid stocks, each boasting strong liquidity, growth attributes and operational efficiency.

Can MTZ's $1.65 billion Superior acquisition strengthen its position in mission-critical infrastructure as demand for data centers and power projects grows?

Could AGX have the edge over MYRG as power generation, grid investment and record backlogs fuel infrastructure growth?

Here is how Argan (AGX) and Everus Construction Group, Inc. (ECG) have performed compared to their sector so far this year.

ROCK's $75 million renewables exit sharpens its focus on core businesses, debt reduction and OmniMax integration.

J strengthens its role in Germany's energy transition through a flexible TransnetBW grid framework and end-to-end project support.

In the first half of 2026, Argan emerged as a key engineering and construction partner for new power generation tied to AI data centers, natural gas, and solar projects, attracting interest from institutional investors like ClearBridge Investments while raising questions about valuation and insider selling. An interesting twist is that, even as some models flag Argan’s shares as very overvalued and insiders sell over US$100,000,000 of stock, long-term investors are highlighting its limited...

Argan stock has delivered an extremely strong share price run over the past three years, yet the company currently screens as expensive on Simply Wall St's valuation checks. This raises the question of how much of its AI and electrification story is already reflected in the price. Argan has returned about 15.3x over the past three years, which puts extra focus on whether recent enthusiasm has pushed the stock beyond a comfortable valuation range. Growing exposure to power projects tied to AI...

AGX delivers record Q1 results with soaring revenues, margins and backlog, as strong liquidity and power infrastructure demand support its growth outlook.

KBR's $866 million ASTRA contract vehicle expands its reach across air, space and cyber intelligence while opening the door to future task orders.

Argan (AGX) stock has come under pressure, with shares falling 4.8% and extending declines over the past week and month, as valuation concerns and heavy insider selling draw increased investor attention. See our latest analysis for Argan. Despite the recent 4.8% daily drop and a 17.3% decline in the 7-day share price return, Argan still shows strong momentum, with an 83.99% year to date share price return and a 1-year total shareholder return of 173.28%. These figures point to a powerful...

ACM to certify Stage 1 of Queensland's The Wave rail project, expanding its Australia transport role as regional backlog hits a multiyear high.

There are many ways to play the investment boom in electrification coming out of the AI data center and "electrification of everything" trends, and this stock is one of the best of them.

ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “SMID Cap Growth Strategy”. A copy can be downloaded here. Small and mid-cap (SMID) growth equities experienced the strongest quarter in recent memory, with the Russell 2500 Growth Index rising 24.0%, driven by enthusiasm for AI infrastructure and higher-beta momentum stocks. The […]

Both stocks have crushed the S&P 500 and look poised to continue on their winning streaks.