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Benjamin Rains

Forget AI Chips and the Mag 7: Buy AI Infrastructure Stocks (VRT, EME) Now

Investors aiming to buy into the artificial intelligence boom driving the economy and Wall Street for the foreseeable future might want to consider best-in-class, AI-boosted infrastructure stocks.

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Natasha Sharma

How PulteGroup Is Balancing Orders, Inventory and Margin Pressure

PHM is using community growth and tighter spec inventory to support orders as affordability, pricing and margin pressure persist.

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Natasha Sharma

Is PHM Stock Attractive After Its Q2 Earnings Beat and Margin Slide?

PulteGroup's Q2 beats, buybacks and solid balance sheet offer support, but falling estimates and margin pressure limit its upside.

PHMPositive Net Change LENPositive Net Change DHIPositive Net Change

Zacks Equity Research

NVR Q2 Earnings Miss Estimates on Margin Pressure, Stock Down

NVR's Q2 earnings and homebuilding revenues fall as fewer settlements, softer pricing and margin pressure offset stronger orders and backlog growth.

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Zacks Equity Research

Argan Rides the Data Center and Power Construction Demand Supercycle

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

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Zacks Equity Research

Is AGX Stock Worth Buying After Its 92% Year-to-Date Price Surge?

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

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Zacks Equity Research

Comfort Systems Q2 Earnings & Revenues Beat Estimates, Backlog Up Y/Y

FIX posts a Q2 earnings and revenue beat as strong demand, margin expansion and record backlog growth reinforce confidence in its business momentum.

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Zacks Equity Research

Carrier to Report Q2 Earnings: Here's What to Expect This Season

CARR faces a Q2 earnings test as weak HVAC demand, tariff risks and higher costs weigh on sales and profits despite recent estimate gains.

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Amit Kr Ram

Is Otis Stock Attractive After Guidance Cuts and Its 19% YTD Slide?

OTIS trades below historical valuation levels after a 19% YTD slide, but guidance cuts and margin pressure keep the investment outlook in focus.

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Shrabana Mukherjee

Orion Before Q2 Earnings: Buy, Sell or Hold the Stock Now?

ORN's Q2 results are likely to benefit from backlog growth, data center demand and marine projects, while project timing may pressure results.

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