Ftai Infrastructure Inc. Announces Timing Of Fourth Quarter And Full Year 2025 Earnings And Conference Call

What Happened?

A number of stocks jumped in the afternoon session after the US president announced a framework for a future deal with Greenland. Wall Street saw a broad-based rally, with the S&P 500 gaining 1.2% as investor concerns over global trade tensions eased. The positive sentiment followed an announcement that reversed course on plans to impose tariffs linked to Greenland, which had caused steep market losses earlier in the week. This recovery reflected renewed optimism in the market, as the threat of a widening trade conflict appeared to subside, encouraging investors to move back into equities.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Renewable Energy company Array jumped 6.4%. Is now the time to buy Array? Access our full analysis report here, it’s free.
• Waste Management company Quest Resource jumped 15.8%. Is now the time to buy Quest Resource? Access our full analysis report here, it’s free.
• Home Construction Materials company Gibraltar jumped 7.3%. Is now the time to buy Gibraltar? Access our full analysis report here, it’s free.
• Energy Products and Services company FTAI Infrastructure jumped 5.1%. Is now the time to buy FTAI Infrastructure? Access our full analysis report here, it’s free.
• Renewable Energy company Sunrun jumped 9.1%. Is now the time to buy Sunrun? Access our full analysis report here, it’s free.

Zooming In On Quest Resource (QRHC)

Quest Resource’s shares are extremely volatile and have had 60 moves greater than 5% over the last year. But moves this big are rare even for Quest Resource and indicate this news significantly impacted the market’s perception of the business.

The biggest move we wrote about over the last year was 11 months ago when the stock dropped 32.2% on the news that the company reported weak fourth-quarter results as revenue barely grew, missing expectations, and EBITDA declined significantly. The real story was the sharp drop in profitability, with adjusted EBITDA falling by more than half compared to the previous year, weighed down by higher costs, client attrition, and weaker demand in industrial end markets. With earnings pressure mounting, the company announced a 15% workforce reduction and an annualized $3 million cut in operating expenses. The company also named Perry Moss as CEO, signaling a shift in leadership.Overall, this was a disappointing quarter with little revenue growth and weaker earnings.

Quest Resource is up 13.4% since the beginning of the year, but at $2.25 per share, it is still trading 62.3% below its 52-week high of $5.96 from January 2025. Investors who bought $1,000 worth of Quest Resource’s shares 5 years ago would now be looking at an investment worth $787.72.

What Happened?

Shares of infrastructure investment and operations firm FTAI Infrastructure jumped 5.1% in the afternoon session after Bank of America reiterated its preference for infrastructure companies with U.S. exposure. 

The commentary came as the bank turned more selective on European infrastructure stocks after a strong performance by the sector over the previous 12 months. In its report, Bank of America shifted its preference toward areas with clearer earnings visibility and fewer domestic risks. The analysts emphasized that the pricing power of North American toll roads is projected to remain robust for an extended period, driving significant medium-term earnings growth. This focus on U.S.-based companies likely boosted investor confidence in domestic infrastructure firms.

What Is The Market Telling Us

FTAI Infrastructure’s shares are extremely volatile and have had 48 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 15 days ago when the stock dropped 3.8% on the news that major indices pulled back from record highs reached the previous week. 

The S&P 500 and Nasdaq were under pressure as the dominant artificial intelligence trade cooled off. Notable names like Nvidia were down as traders locked in profits following a banner year where the Nasdaq surged over 20%. With the S&P 500 recently hitting intraday highs near 6,945, this dip reflected a shift in internal momentum rather than a response to major economic news.

FTAI Infrastructure is up 5.8% since the beginning of the year, but at $5.17 per share, it is still trading 35.8% below its 52-week high of $8.04 from January 2025. Investors who bought $1,000 worth of FTAI Infrastructure’s shares at the IPO in July 2022 would now be looking at an investment worth $1,722.

What Happened?

A number of stocks fell in the afternoon session after major indices pulled back from record highs reached the previous week. 

The S&P 500 and Nasdaq were under pressure as the dominant artificial intelligence trade cooled off. Notable names like Nvidia were down as traders locked in profits following a banner year where the Nasdaq surged over 20%. With the S&P 500 recently hitting intraday highs near 6,945, this dip reflected a shift in internal momentum rather than a response to major economic news.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Heavy Transportation Equipment company Commercial Vehicle Group fell 3.3%. Is now the time to buy Commercial Vehicle Group? Access our full analysis report here, it’s free for active Edge members.
• Renewable Energy company EVgo fell 4%. Is now the time to buy EVgo? Access our full analysis report here, it’s free for active Edge members.
• Energy Products and Services company FTAI Infrastructure fell 3.8%. Is now the time to buy FTAI Infrastructure? Access our full analysis report here, it’s free for active Edge members.
• Renewable Energy company Blink Charging fell 3.4%. Is now the time to buy Blink Charging? Access our full analysis report here, it’s free for active Edge members.
• Law Enforcement Suppliers company Byrna fell 3.2%. Is now the time to buy Byrna? Access our full analysis report here, it’s free for active Edge members.

Zooming In On EVgo (EVGO)

EVgo’s shares are extremely volatile and have had 46 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 26 days ago when the stock gained 2.7% on the news that the company announced that its Autocharge+ service surpassed a major milestone of five million charging sessions. The electric vehicle charging network also reported a sixfold increase in enrollment for the service since 2023, with more than 300,000 customers now signed up. The Autocharge+ feature, which is compatible with nearly 80 different EV models, allows drivers to start a charging session simply by plugging in their vehicle after a one-time enrollment. This significant growth in user adoption and service usage pointed to strong operational progress for the company.

EVgo is down 28.3% since the beginning of the year, and at $3.01 per share, it is trading 40% below its 52-week high of $5.01 from September 2025. Investors who bought $1,000 worth of EVgo’s shares 5 years ago would now be looking at an investment worth $279.28.