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AlphaBlog

Housing Keeps Losing to Mortgage Math

Home prices are still rising in dollars, but not in purchasing power. With the 10-year Treasury yield still elevated, housing-linked equities remain tied to an affordability problem that lower headline appreciation has not solved.

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Market News

Solar Utility EPC Firm CoVolt Power Powers Up U.S. IPO Effort

Solar Utility EPC Firm CoVolt Power Powers Up U.S. IPO Effort

CoVolt Power, Inc. is a quickly growing EPC firm targeting utility-scale solar, battery storage, and high-voltage infrastructure, with a $3.6 billion backlog (up 410% YoY). KVLT's financials show strong gross and operating margin improvements, but revenue remains volatile due to project timing amid customer concentration risks. The company operates in the U.S. EPC market, benefiting from AI-driven data center demand and grid upgrades, but faces potential labor shortages and regulatory uncertainties.

Aug 25, 2026 01:47 PM seekingalpha.com
Blue Bird: A Meltdown Worth Buy Upgrade - Expanded TAM To Commercial Markets

Blue Bird: A Meltdown Worth Buy Upgrade - Expanded TAM To Commercial Markets

The aging school bus fleet from the 2008-2012 recession and COVID-19 pandemic periods underpins BLBD's multi-year, profitable growth tailwinds. Their diversified powertrains and bus types also allow them to report robust backlog trends, with their order intake growth outpacing industry averages. The Micro Bird acquisition and Ford partnership expand BLBD's addressable markets to the commercial/RV end markets while explaining the raised long-term targets.

Aug 25, 2026 01:27 PM seekingalpha.com
Unifi: Undervalued Eco-Friendly Fabric Producer Could See A Debt-Free Balance Sheet

Unifi: Undervalued Eco-Friendly Fabric Producer Could See A Debt-Free Balance Sheet

Unifi Inc. is rated BUY, supported by strong product demand, improving cash flows, and a potential debt-free balance sheet by year-end. UFI's diversification into higher-margin, less volatile industrial and military end markets is expected to drive future margin expansion and earnings growth. Recent earnings showed revenue growth (+4.1% yoy), positive adjusted EBITDA, and significant profit contribution from the Brazil segment.

Aug 25, 2026 01:04 PM seekingalpha.com
Strong Midstream Q2 2026 Earnings Boost Full-Year Outlook

Strong Midstream Q2 2026 Earnings Boost Full-Year Outlook

Over a dozen major midstream operators raised full-year EBITDA guidance or pointed to the top end of their target ranges following strong second-quarter earnings beats. Permian natural gas takeaway constraints eased earlier than expected, lifting producer volume outlooks and driving higher throughput across major pipeline systems. Global supply tightness and geopolitical tensions continued to fuel acute international demand for U.S. liquefied natural gas and natural gas liquids exports, boosting marine terminal and pipeline volumes.

Aug 25, 2026 12:50 PM seekingalpha.com

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