Key Takeaways Four stocks with recent price strength were screened using strong performance and valuation metrics.FLUX Power soared 92.1% in four weeks, with earnings estimates rising 40% over the past 60 days. AUGO, ARCT and STRL also posted gains and earnings growth. U.S. stock markets have continued their northward journey in 2025 following an impressive rally over the past two years. A weak labor market has raised expectations that the Fed will continue to reduce the benchmark lending rate during the re ...

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Fluor Corporation securities between February 18, 2025, and July 31, 2025, about the upcoming lead plaintiff deadline on November 14, 2025, for a class action lawsuit [1]. Group 1: Class Action Details - Investors who purchased Fluor securities during the specified Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties can join by submitting a form or contacting the law firm [3][6]. - The lead plaintiff must file a motion with the Court by November 14, 2025, to represent other class members in the litigation [3]. Group 2: Law Firm Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting its own achievements in this area [4]. - The firm has secured significant settlements for investors, including over $438 million in 2019 alone, and has been consistently ranked among the top firms for securities class action settlements [4]. Group 3: Case Allegations - The lawsuit alleges that Fluor Corporation made false and misleading statements regarding project costs and financial guidance, which were impacted by subcontractor errors, price increases, and economic uncertainty [5]. - It is claimed that these misstatements led to significant negative impacts on Fluor's business and financial results, resulting in damages for investors when the true information became public [5].

NEW YORK, Oct. 16, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Fluor Corporation (NYSE: FLR). Shareholders who purchased shares of FLR during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/fluor-corporation-loss-submission-form/?id=172051&from=3 CLASS PERIOD: February 18, ...

Core Viewpoint - Axis Bank is highlighted as a strong risk-reward trade in the private banking sector, with expectations for a turnaround after a period of underperformance [1][14]. Axis Bank - A buy recommendation is made at current levels, targeting Rs 1,225 with a stop loss at Rs 1,150 [2][14]. - The recent correction of 20-30 points has made the setup more attractive for short-term traders [4][14]. State Bank of India (SBI) - SBI is featured as a "safe sparkler," showing strong momentum with higher highs for five consecutive years, indicating sustained buying [5][14]. - A buy range is suggested between Rs 830 and Rs 880, targeting Rs 960 to Rs 1,040 over the next 6-12 months [5][14]. Hero MotoCorp - Hero MotoCorp is also classified as a "safe sparkler," outperforming peers with expectations to reach Rs 6,300 to Rs 6,400 [6][14]. ICICI Bank - ICICI Bank is identified as a medium-term investment opportunity, likely to join the banking rally if Bank Nifty leads the next market leg [7][14]. - The target is set at Rs 1,475 to Rs 1,500, with a stop loss at Rs 1,325 [14]. MTAR Technologies and Paytm - MTAR Tech is categorized as a "high-risk rocket," with a target of Rs 2,380 to Rs 2,500 and an accumulation zone at Rs 2,090 to Rs 2,180 [9][15]. - Paytm has regained investor attention, with a target of Rs 1,500 and a buy range of Rs 1,200 to Rs 1,275 [10][15]. DLF - DLF is presented as a long-term bet, offering an attractive entry after a nearly 30% correction from its 2024 high, with a buy recommendation near Rs 700 and a target of Rs 880 [12][15]. Inox Green and NBCC - Inox Green is noted as a "value bomb," with an upside target of Rs 285 to Rs 300 and an accumulation range of Rs 240 to Rs 257 [13][15]. - NBCC is highlighted for a major breakout, with a target of Rs 130 to Rs 140 and a buy range of Rs 102 to Rs 111 [13][15]. Investment Strategy - The importance of diversification with discipline is emphasized, suggesting a mix of safe and high-risk stocks for optimal portfolio performance [14].

Core Viewpoint - China Railway 16th Bureau Group Co., Ltd. is significantly contributing to the "Hundred Counties, Thousand Towns, and Ten Thousand Villages" high-quality development project in Eastern Guangdong, enhancing local infrastructure and community well-being through various construction projects totaling approximately 3.13 billion yuan [10][11][104]. Group 1: Project Involvement and Impact - Since April 2024, China Railway 16th Bureau has engaged in 138 construction projects across 30 towns in Shantou, Chaozhou, and Jieyang, focusing on improving living environments, infrastructure, cultural heritage, and industrial platforms [9][10]. - The projects have led to increased foot traffic, boosting the night market and flower economy, effectively doubling local residents' incomes [13][14]. - The company has adopted a new model of collaboration with local governments, involving community donations and local craftsmen, to enhance traditional residences while preserving their cultural significance [20][30]. Group 2: Community and Environmental Enhancements - In Puning's Daba Town, traditional residences have been meticulously restored, injecting new life into the local architecture while maintaining the unique characteristics of Chaozhou style [18][19]. - The company has transformed previously neglected land into vibrant ecological parks, enhancing the aesthetic and recreational value of the area [34][36]. - Major road improvements in Meitang Town have facilitated more efficient agricultural product transportation, while the renovation of 813 residential facades in Yunlu Town has significantly increased rental values along the streets [43][45]. Group 3: Cultural and Economic Revitalization - In Shantou's famous overseas Chinese town, the company has implemented a "micro-renewal" approach to revitalize old villages, creating cultural landmarks and community spaces that reflect the local heritage [52][54]. - The ongoing projects in Xiangqiao District, including the transformation of Xianzhou Island into a demonstration area for integrated urban and rural development, aim to enhance the local economy and tourism [75][96]. - The company emphasizes sustainable practices in its construction processes, ensuring that each project aligns with local cultural characteristics and community needs [80][85].

Group 1 - Sterling Infrastructure, Inc. (NASDAQ: STRL) has been under observation for potential investment opportunities, indicating a focus on companies with aggressive growth prospects [1] - The investment philosophy highlighted emphasizes long-term discipline and consistent alpha generation, suggesting a strategic approach to investing in high-growth companies [1] - The article reflects a personal conviction towards the stock, indicating a beneficial long position in STRL, which may suggest confidence in the company's future performance [1]

Core Insights - MasTec, Inc. is strategically positioned in critical infrastructure sectors, benefiting from multi-year capital cycles related to broadband expansion, clean energy adoption, and grid modernization [2][6] - The company's backlog reached a record $16.5 billion in Q2 2025, marking a 23% year-over-year increase, with significant contributions from communications, clean energy, and infrastructure segments [3][9] Backlog Momentum Across Segments - The communications segment led with a backlog of $5 billion, driven by substantial fiber and wireless investments from major U.S. carriers [3][9] - Clean energy and infrastructure bookings surged due to renewable projects and federal incentives, while power delivery benefited from utility upgrades [3] - The pipeline segment is also showing signs of recovery, linked to renewed natural gas demand [3] Strategic Positioning for Multi-Year Growth - The depth of MasTec's backlog provides visibility and highlights its positioning in long-cycle markets, with telecom providers planning to double fiber passings over the next decade [4] - Utilities are committing billions to grid upgrades, and clean energy developers are accelerating projects under extended tax credits [4] - MasTec is scaling its workforce and equipment to meet the demands of its record backlog [4] Financial Implications - The robust backlog supports management's raised 2025 guidance, projecting revenues between $13.9 billion and $14 billion, with EPS expected to rise by 60% from the previous year [5][9] - The growth mix is increasingly leaning towards higher-margin non-pipeline businesses, allowing for potential structural profitability gains [5] Backlog Comparisons with Key Rivals - MasTec's backlog invites comparisons with peers like Quanta Services, Dycom Industries, and Primoris Services, with Quanta reporting a backlog of $35.8 billion, indicating strong demand across various sectors [7][8] - Dycom's backlog of $8 billion reflects a 16.9% year-over-year increase, benefiting from multi-year fiber-to-the-home programs [11] - Primoris reported a backlog of $11.5 billion, primarily driven by growth in the utilities segment, indicating competitive pressure from both large and mid-tier players [12]

Core Insights - The bullish factors of rising earnings growth and anticipated interest rate cuts are expected to support stock purchases in October and throughout Q4 [1][2] - Investors are encouraged to utilize a Zacks screen to identify top Zacks Rank 1 (Strong Buy) stocks, which historically outperform the market [2][3] Zacks Rank 1 Stock Screening - The Zacks Rank 1 stocks have shown an average annual return of approximately 24.4% since 1988, making them a strong starting point for investment [5] - Key screening parameters include: - Zacks Rank equal to 1 - Positive percentage change in current quarter estimates over the last four weeks [6] - Top 5 stocks with the best average broker rating changes over the last four weeks [7] Featured Stock: Sterling Infrastructure, Inc. (STRL) - Sterling Infrastructure operates in the U.S. infrastructure sector, focusing on E-Infrastructure, Transportation, and Building Solutions [8] - The company is benefiting from trends such as the AI data center boom and energy industry expansion, with a backlog growth of 24% year-over-year, reaching $2 billion [10] - STRL's revenue is projected to grow by 7% in 2025 and 13% in 2026, with adjusted earnings expected to increase by 57% this year and 15% in FY26, reaching $10.98 per share [11] - The stock has experienced a significant increase of 2,300% over the past five years, although it has recently pulled back after reaching all-time highs [14]

Core Points - VINCI, in collaboration with Fulton Hogan, WSP, and Aurecon, has been awarded a contract for a 12-kilometre section of a new four-lane highway in New Zealand [1][2] - The project, known as Ō2NL, is part of the Wellington Northern Corridor programme and aims to connect the towns of Ōtaki and Levin, reducing journey times and diverting heavy traffic from town centres [2][3] - The contract is valued at approximately €120 million (NZD 237 million) for VINCI's share, with construction scheduled to begin in the last quarter of 2025 and completion expected by the end of 2029 [2][5] Project Details - The works will involve earthworks of 1.8 million cubic meters and the construction of 37 major culverts, along with five single-span bridges and a 200-metre-long bridge over the Ōhau River [3] - The bridge over the Ōhau River will utilize pre-stressed concrete Super-Hi girders, a product developed by HEB Construction for longer spans [3] Company Overview - VINCI is a global leader in concessions, energy services, and construction, employing 285,000 people across more than 120 countries [3] - The company focuses on designing, financing, building, and operating infrastructure and facilities that enhance daily life and mobility, while committing to environmentally and socially responsible practices [3]

Group 1: AI and Market Trends - The AI-driven bull run of 2023 and 2024 is continuing into 2025, with stock prices of AI-centric companies increasing by 200-300% [1] - Hyperscalers are increasingly opting for data center installations to support the growth of cloud computing [1] Group 2: Old Economy Stocks - Several old economy stocks from sectors such as industrials, finance, auto, materials, and construction have shown significant year-to-date gains [2] - Investing in these stocks with a favorable Zacks Rank is expected to lead to profits and offers opportunities for portfolio diversification [2] Group 3: Selected Old Economy Stocks - Five old economy stocks have rallied more than 30% year to date and have favorable Zacks Ranks indicating further upside potential: Comfort Systems USA Inc. (FIX), MasTec Inc. (MTZ), JPMorgan Chase & Co. (JPM), GE Aerospace (GE), and Howmet Aerospace Inc. (HWM) [3] Group 4: Comfort Systems USA Inc. (FIX) - Comfort Systems USA is a national provider of HVAC services, primarily in commercial and industrial markets [6] - The demand for specialized HVAC solutions is driven by the data center boom, particularly for AI and cloud computing [7] - FIX has an expected revenue growth rate of 15.5% and earnings growth rate of 52.4% for the current year [10] Group 5: MasTec Inc. (MTZ) - MasTec is an infrastructure construction company benefiting from the AI data center boom and trends in electrification and reshoring [11][14] - MTZ operates in multiple segments, including communications, power delivery, pipeline infrastructure, and clean energy [13] - The company has an expected revenue growth rate of 13.6% and earnings growth rate of 60% for the current year [14] Group 6: JPMorgan Chase & Co. (JPM) - JPMorgan Chase's net interest income growth is projected to witness a CAGR of 2.9% by 2027, driven by business expansion initiatives and loan demand [15] - The company emphasizes the importance of AI in boosting efficiency, with a technology budget of $18 billion for the year [16] - Expected revenue and earnings growth rates for JPM are -0.2% and -0.6%, respectively, for the current year [17] Group 7: GE Aerospace (GE) - GE Aerospace is experiencing strong demand for commercial engines and defense-related products, supported by rising defense budgets and geopolitical tensions [18] - The company plans to invest over $1 billion in MRO facilities globally over the next five years [19] - Expected revenue and earnings growth rates for GE are -4.4% and 27.6%, respectively, for the current year [20] Group 8: Howmet Aerospace Inc. (HWM) - Howmet Aerospace is benefiting from robust momentum in the commercial aerospace market and rising defense budgets [21] - The company has a strong liquidity position that supports shareholder-friendly policies [22] - Expected revenue and earnings growth rates for HWM are 9.4% and 32.7%, respectively, for the current year [22]