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In der frühen Handelsphase am Dienstag übertrafen die Aktien von Workday die Liste der besten leistenden Komponenten des Nasdaq 100-Index, mit einem Anstieg um 2,3 %. Im Laufe des Jahres hat Workday etwa 38,6 % seines Wertes verloren. Der schlechteste leistende Nasdaq 100-Komponente bislang an diesem Tag ist Ferrovial, der um 2,8 % abgesunken ist. Ferrovial zeigt einen Gewinn von 1,1 % bei der Betrachtung des Jahresvergleichs. Zwei weitere Komponenten machen sich heute bemerkbar: Axon Enterprise, das um 2,6 % abgesunken ist und Intuit, das am Tag um 2,3 % gestiegen ist.

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Das texanische Verkehrsministerium (TxDOT) hat Ferrovial für ein Projekt im Wert von etwa 1,47 Milliarden US-Dollar ausgewählt, um den Entwurf, die Bauausführung und die Wartung des Segmentes B-1 der SH 99 Grand Parkway in Houston, Texas, zu übernehmen. Das Projekt soll vier neue mautpflichtige Fahrspuren mit jeweils zwei Richtungen entlang der FM 646 bis südlich von FM 2403 einführen.

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Ferrovial (BME:FER) liegt derzeit bei etwa €59,76 pro Aktie. Die jüngsten Renditen sind gemischt, einschließlich eines Gewinns in den letzten sieben Tagen und Verlusten in den letzten Monat und drei Monate. Investoren mögen das aktuelle Vorkommen des Wertpapiers überdenken.

Der Artikel enthält konkrete Fakten und hat eine klare Relevanz für Investoren.

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Ferrovial (NASDAQ:FER) hat im ersten Quartal 2026 eine "solide Start" gemacht, wie CFO Ernesto López Mozo sagte. Die Umsätze stiegen um 10,2 % auf einem konsolidierten Basis, während die angepasste EBITDA um 15 % und das angepasste EBIT um 10,6 % zuleiteten. Der Netto-Schuldenstand ohne Infrastrukturprojekte betrug -1,2 Milliarden Euro am Ende des Quartals, was bedeutet, dass der Konzern einen Netto-Cash-Bestand hatte.

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• Ferrovial Construcción (FER [https://seekingalpha.com/symbol/FER]) secured a $1.08B fixed-price contract [https://www.war.gov/News/Contracts/Contract/Article/4474478/contracts-for-april-30-2026/] for channel bottom and wall improvements under the Rio Puerto Nuevo Flood Control Project.
  • The project will be executed in San Juan, Puerto Rico, focusing on major flood control infrastructure upgrades.
  • The work is scheduled for completion by April 28, 2032, indicating a long-term civil construction timeline.
  • Funding comes from FY2018 U.S. Army Corps of Engineers civil works funds, with the U.S. Army Corps of Engineers acting as the contracting authority.

MORE ON FERROVIAL SE

* Ferrovial SE (FER) Shareholder/Analyst Call Prepared Remarks Transcript [https://seekingalpha.com/article/4889518-ferrovial-se-fer-shareholder-analyst-call-prepared-remarks-transcript]
* Ferrovial: A Fairly Valued Bet On Urban Traffic Congestion [https://seekingalpha.com/article/4883209-ferrovial-a-fairly-valued-bet-on-urban-traffic-congestion]
* Ferrovial SE (FER) Q4 2025 Earnings Call Transcript [https://seekingalpha.com/article/4875438-ferrovial-se-fer-q4-2025-earnings-call-transcript]
* Ferrovial SE unit secures $1.08B US flood control project in Puerto Rico [https://seekingalpha.com/news/4583489-ferrovial-se-unit-secures-108b-us-flood-control-project-in-puerto-rico]
* Nasdaq enters correction; oversold stocks in focus amid Middle East tensions [https://seekingalpha.com/news/4567199-nasdaqs-oversold-stocks-amid-scaling-middle-east-tensions-pep-nxpi-khc]

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• Ferrovial SE (FER [https://seekingalpha.com/symbol/FER]) unit Ferrovial Construcción won a $1.08B firm-fixed-price contract for infrastructure upgrades.
  • The project covers channel bottom and wall improvements under the Rio Puerto Nuevo Flood Control Project.
  • The work will be executed in San Juan, Puerto Rico, with completion expected by April 28, 2032.
  • Funding comes from FY2018 U.S. Army Corps of Engineers civil construction funds, and the U.S. Army Corps of Engineers is the contracting authority [https://www.war.gov/News/Contracts/Contract/Article/4474478/contracts-for-april-30-2026/].

MORE ON FERROVIAL SE

* Ferrovial SE (FER) Shareholder/Analyst Call Prepared Remarks Transcript [https://seekingalpha.com/article/4889518-ferrovial-se-fer-shareholder-analyst-call-prepared-remarks-transcript]
* Ferrovial: A Fairly Valued Bet On Urban Traffic Congestion [https://seekingalpha.com/article/4883209-ferrovial-a-fairly-valued-bet-on-urban-traffic-congestion]
* Ferrovial SE (FER) Q4 2025 Earnings Call Transcript [https://seekingalpha.com/article/4875438-ferrovial-se-fer-q4-2025-earnings-call-transcript]
* Nasdaq enters correction; oversold stocks in focus amid Middle East tensions [https://seekingalpha.com/news/4567199-nasdaqs-oversold-stocks-amid-scaling-middle-east-tensions-pep-nxpi-khc]
* Seeking Alpha’s Quant Rating on Ferrovial SE [https://seekingalpha.com/symbol/FER/ratings/quant-ratings]

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Ferrovial logo

Key Points

Ferrovial posted strong 2025 results with revenue of EUR 9.6 billion (+8.6% LFL), adjusted EBITDA of EUR 1.5 billion (+12.2% LFL) and net profit of EUR 888 million, ending the year with ex‑infrastructure liquidity of EUR 5.1 billion and net cash (excluding projects) of EUR 1.3 billion. The board won shareholder backing at the AGM to pursue an interim €1 billion scrip dividend (share-or-cash option), and all other voting items were adopted. Strategically, Ferrovial joined the Nasdaq-100, saw its shares rise 36.3% in 2025, completed disposals including its remaining Heathrow stake and AGS (raising ~EUR 1.07 billion) and committed about EUR 2 billion to highways and airports including further investment in 407 ETR and JFK’s New Terminal One. Interested in Ferrovial SE? Here are five stocks we like better.

Vertical Aerospace Presents Its Blueprint for Sector Leadership

Ferrovial (NASDAQ:FER) held its 2026 shareholders’ meeting with Executive Chairman Rafael del Pino opening proceedings and noting the meeting was conducted in English with Spanish simultaneous translation available. Secretary of the Board Geerte Hesen said the meeting had been convened in accordance with Ferrovial’s articles of association and Dutch law and that all requirements had been met to adopt the proposed resolutions.

Hesen reported that no questions were submitted in advance through the online platform and that none were raised from the floor when the chairman opened the Q&A portion of the meeting. Shareholders representing 529,353,385 shares were present or represented, equating to 73.67% of outstanding shares as of the March 12, 2026 record date, she said.

2025 results: revenue, EBITDA and asset rotation

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In the presentation on 2025 financial and non-financial performance, del Pino said Ferrovial “delivered robust performance across all business divisions,” highlighting North American highway assets, progress at the New Terminal One at JFK Airport, and improved construction profitability that exceeded the long-term target while ending the year with a record order book.

Del Pino reported 2025 revenue of EUR 9.6 billion, up 8.6% year over year on a like-for-like basis, and adjusted EBITDA of EUR 1.5 billion, up 12.2% like-for-like. He also stated net profit was “EUR 888 billion,” a figure later referenced by CEO Ignacio Madridejos as EUR 888 million. Del Pino said ex-infrastructure liquidity totaled EUR 5.1 billion and consolidated net debt excluding projects was minus EUR 1.3 billion, driven “mostly by record dividends of EUR 968 million received from infra assets.”

Story Continues

→ Vertical Aerospace: The Milestone that Changes the Pitch

Del Pino also detailed portfolio activity and investment commitments. Ferrovial completed the divestment of its remaining 5.25% stake in Heathrow Airport for EUR 539 million and sold AGS Airports for EUR 533 million. The company committed EUR 2 billion of capital, “mainly allocated to highways and airports,” including an additional 5% stake purchase in 407 ETR in Toronto and EUR 236 million of equity injections into the New Terminal One at JFK.

Nasdaq-100 inclusion and shareholder returns

Del Pino noted Ferrovial joined the Nasdaq-100 index in December 2025, “just a year and a half after the initial U.S. listing,” calling it a milestone reflecting investor confidence and the company’s growing North American presence.

→ Bridget’s Buys: The Bottom 5 Stocks and What to Do Next

He said Ferrovial shares ended 2025 at EUR 55.34, up 36.3% for the year, and that total shareholder return for the period was 38.6%. He added the prior day’s closing price was EUR 59.78, up 8% year-to-date, with market capitalization of EUR 43.8 billion. Total dividends in 2025, combining shares and cash, were EUR 626 million, del Pino said.

CEO highlights: business mix, highways and construction

Madridejos reiterated the year’s themes as “strong operating performance, capital rotation activity, and significant progress in our U.S. pipeline,” also pointing to North American highways’ growth in revenue per transaction and construction’s record order book and profitability.

He broke down revenues by business unit as 79% construction, 14% highways, 4% energy, 1% airports, and 2% other. Adjusted EBITDA contributions were EUR 990 million from highways, EUR 511 million from construction, EUR 37 million from airports, and EUR 3 million from energy, he said.

On highways, Madridejos reported 2025 revenues of EUR 1.4 billion, up 13.7% like-for-like, and adjusted EBITDA of EUR 919 million, up 12.2% like-for-like. He said dividends received included EUR 452 million from 407 ETR and EUR 403 million from U.S. managed lanes, and he discussed traffic and revenue-per-trip trends across assets, including the effect of construction works on some U.S. corridors.

In construction, Madridejos said revenues rose 7.5% like-for-like to EUR 7.7 billion and adjusted EBIT totaled EUR 352 million for a 4.6% margin, which exceeded the long-term profitability target. The order book reached EUR 17.4 billion, up 10.1% like-for-like, with North America representing 46% of the total. He also cited examples of projects awarded during the year across key markets.

Dividend policy, remuneration and governance items

On dividend policy (a non-voting item), Hesen said the board intends to implement one or more interim dividends in 2026 via a scrip dividend with a cash-equivalent amount of around EUR 1 billion, giving shareholders the option to receive shares or cash. She noted the board may elect not to distribute such dividends or may vary the form depending on circumstances.

Bruno Di Leo, Chairman of the Nomination and Remuneration Committee, presented the 2025 remuneration report. He said the remuneration policy was approved in 2025, with total approved board remuneration of EUR 2,280,000, paid 83% in cash and 17% in equity. Di Leo said del Pino earned total remuneration of EUR 6,752,000 in 2025 and Madridejos earned EUR 5,947,000, paid in cash and shares according to the policy. He also said the board submitted for approval the key terms of a 2026-2028 long-term incentive plan aligned with prior plans and the remuneration policy.

External auditor Esther van der Vleuten of PricewaterhouseCoopers Accountants N.V. said 2025 was PwC’s first year auditing Ferrovial and that PwC issued an unqualified opinion on the consolidated and separate financial statements for the year ended Dec. 31, 2025, dated Feb. 25, 2026. She said PwC reported two key audit matters: risk of misstatement in revenue from long-term construction contracts, and recoverability of fixed assets in U.S. highway infrastructure projects and related goodwill for U.S. Highway I-66. Van der Vleuten also said PwC provided limited assurance on the sustainability statement and concluded nothing had come to its attention indicating it was not prepared in all material respects in accordance with the European Sustainability Reporting Standards and EU Taxonomy reporting requirements.

Following the voting period, the chairman said all voting items were adopted and that Ferrovial would publish the voting results on its website after the meeting.

About Ferrovial (NASDAQ:FER)

Ferrovial, SA is a Spanish multinational infrastructure company headquartered in Madrid that develops, constructs, operates and maintains transport and urban infrastructure. Its core activities include the design and construction of large civil engineering projects, the development and operation of transport concessions such as toll roads and airports, and the provision of urban and industrial services and maintenance. The company typically operates through long-term concession and public-private partnership models, combining construction expertise with asset management and operations.

Within its operating model, Ferrovial's business spans construction contracting, concession management and services.

The article "Ferrovial AGM: 2025 Revenue Jumps 9%, EBITDA Up 12%, €1B Scrip Dividend Plan Backed by Votes" was originally published by MarketBeat.

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[Global financial bond and long term fund or etf in money market stock marketinvestment financial theme and US tech stock invest with high growtg europe and us tech stock] primeimages/iStock via Getty Images

Investor sentiment was majorly weighed down last week by escalating tensions over the U.S.-Iran conflict, which drove crude oil prices sharply higher and rekindled fears of a stagflationary environment.

Consumer discretionary, financials, and industrials bore the brunt of selling pressure, reflecting concerns over slowing growth and tighter financial conditions. Meanwhile, energy emerged as a relative outperformer, mainly due to the oil price surge, while defensive positioning gained traction across healthcare and select industrial plays.

Amid broader market noise, let us look at individual stocks that have momentum indicators pointing to an oversold territory. Here is a list of Nasdaq constituent companies that have low Relative Strength Index levels.

* Cintas Corporation (CTAS [https://seekingalpha.com/symbol/CTAS]), RSI - 27; 1-week: -7.7%
* Coca-Cola Europacific Partners (CCEP [https://seekingalpha.com/symbol/CCEP]), RSI - 27; 1-week: -8.8%
* PACCAR (PCAR [https://seekingalpha.com/symbol/PCAR]), RSI - 28; 1-week: -3.5%
* Copart (CPRT [https://seekingalpha.com/symbol/CPRT]), RSI - 28; 1-week: -3.6%
* NXP Semiconductors N.V. (NXPI [https://seekingalpha.com/symbol/NXPI]), RSI - 29; 1-week: +0.27%
* The Kraft Heinz Company (KHC [https://seekingalpha.com/symbol/KHC]), RSI - 29; 1-week: -4.5%
* Ferrovial SE (FER [https://seekingalpha.com/symbol/FER]), RSI - 29; 1-week: -2.5%
* O'Reilly Automotive (ORLY [https://seekingalpha.com/symbol/ORLY]), RSI - 30; 1-week: -4.6%
* GE HealthCare Technologies (GEHC [https://seekingalpha.com/symbol/GEHC]), RSI - 30; 1-week: -1.6%
* PepsiCo (PEP [https://seekingalpha.com/symbol/PEP]), RSI - 30; 1-week: -6.2%
* Monster Beverage (MNST [https://seekingalpha.com/symbol/MNST]), RSI - 31; 1-week: -4.4%

Traders often use RSI to spot trend reversals, entry/exit points, and overextended price moves. RSI above 70 indicates the stock may be overbought, while RSI below 30 indicates that the stock may be oversold.

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* Kraft Heinz: A Turnaround Story Coming With A ~14% Free Cash Flow Yield [https://seekingalpha.com/article/4884573-kraft-heinz-turnaround-story-14-percent-free-cash-flow-yield]
* Kraft Heinz: Challenges Are Real, But Too Cheap To Give Up On [https://seekingalpha.com/article/4884385-kraft-heinz-challenges-are-real-but-too-cheap-to-give-up-on]
* Ketchup Or Catch-Down? Kraft Heinz Is Racing Against Structural Decline [https://seekingalpha.com/article/4884177-ketchup-or-catch-down-kraft-heinz-is-racing-against-structural-decline]
* PepsiCo tackles geopolitical risks with local sourcing and hedging [https://seekingalpha.com/news/4567184-pepsico-tackles-geopolitical-risks-with-local-sourcing-and-hedging]
* UBS highlights top industrial stocks with strong upside [https://seekingalpha.com/news/4567169-ubs-highlights-top-industrial-stocks-with-strong-upside]

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Ferrovial (NASDAQ:FER) is one of the best NASDAQ stocks to buy according to hedge funds. On February 25, Ferrovial reported earnings for 2025, marked by an 8.6% increase in revenue to €9.6 billion and a 12.2% rise in adjusted EBITDA to €1.5 billion on a like-for-like basis. While net profit settled at €888 million, a decrease from the previous year’s figure that had been inflated by significant asset rotation gains, the company saw robust contributions from its North American highways and construction divisions.

The Highways division was a primary growth driver, with revenues climbing 13.7% to €1.4 billion due to the performance of US Express Lanes and the 407 ETR in Canada. This segment provided a record €968 million in dividends from infrastructure projects. Meanwhile, the Construction division reached an all-time high order book of €17.4 billion, with North America representing nearly half of that total. Ferrovial (NASDAQ:FER) also progressed on its New Terminal One project at JFK International Airport, securing agreements with 25 airlines as systems integration continues.

Financially, Ferrovial maintained a solid position with €5.1 billion in liquidity and successful divestments in Heathrow and AGS Airports totaling over €1 billion. These funds supported the acquisition of an additional stake in the 407 ETR and equity injections into the JFK terminal project. For 2026, the CEO emphasized a focus on the US market, where the company has already been shortlisted for several major greenfield infrastructure projects in Tennessee, Georgia, and North Carolina.Ferrovial (FER) 2025 Revenue Rises 8.6% to €9.6B With Adjusted EBITDA Reaching €1.5B

Pixabay/Public Domain

Ferrovial (NASDAQ:FER), together with its subsidiaries, develops, constructs, and operates highways and airports in the US, Poland, Spain, the UK, Canada, and internationally. It operates through four segments: Construction, Highways, Airports, and Energy.

While we acknowledge the potential of FER as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 33 Stocks That Should Double in 3 Years.

Disclosure: None. Follow Insider Monkey on Google News.

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Quick Read

Traders and investors return to a stock market that was battered last week by more than a few serious issues. Soaring energy prices, disappointing economic reports, and a stock market that remains very overbought may still have further downside. While there are still hopes that the Iran war could end sooner rather than later,  the President says that unconditional surrender is the only option for Iranian leaders. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE.

Pre-Market Stock Futures:

Futures are trading lower once again on Monday, following a horrible week on Wall Street. With all of Wall Street looking for a solid non-farm payrolls report of 65,000 jobs added, it came in at a very disappointing 92,000 jobs lost, and the unemployment rate bumped up to 4.4%. Combine that with soaring energy prices, an expensive stock market, worries over the progress of the war in Iran, and all of the ingredients were in place for more selling. All of the major indices ended the day lower, and once again, the one index that was up for the year was crushed on Friday, as the small-cap-heavy Russell 2000 ended the day down 2.33% at 2,525, while the Nasdaq closed down 1.59% at 22,387. The S&P 500 closed down 1.33% at 6,740, and the best-performing index on a lousy day was the Dow Jones Industrials, which was last seen at 47,501, down 0.95%.

Treasury Bonds:

Yields were mixed across the government debt arena, as buyers stepped into a large swath of the yield curve.  The much-weaker-than-expected February jobs report and surging oil prices spurred high-volume trading on Friday, as investors balanced recession fears with inflation. Yields initially dropped on the weak labor data but later reversed, leaving the 10-year yield at 4.14% as traders adjusted bets on future Federal Reserve rate cuts. The 30-year-long bond was last seen at 4.76%.

READ: The analyst who called NVIDIA in 2010 just named his top 10 AI stocks

Oil and Gas:

Once again, the focus for investors and traders on Friday was the energy complex, which saw another day of heavy volume as the Strait of Hormuz remained essentially shut down. While President Trump suggested during the day that the Navy may begin accompanying oil tankers through the contested area, that idea apparently comes with its own set of problems, according to numerous published reports. Brent crude finished Friday at $92.97, up 8.85%, and West Texas Intermediate soared to $91.25, up a stunning 12.64%. Natural gas also got a boost from the geopolitical turmoil, closing up 5.86% at $3.18. Early Monday, WTI jumped to $102.50, up 12.76%.

Story Continues

Gold:

Gold continued to grind higher, and while not as dramatic as the huge jump in energy pricing, the bullion still moved up 1.81% to close at $5,172, while Silver finished the session at $84.34, up 2.68%. Franklin Templeton has been urging investors to focus on mining stocks, which have moved higher over the last year, though not nearly as much on a percentage basis as the two precious metals giants that have been the focus of traders.

Crypto:

The cryptocurrency market was lower across the board, and Bitcoin tumbled below $68,000 on Friday, a drop of over 4%. That tumble erased the week's earlier progress as investors retreated from riskier assets. The slide came on the heels of a disappointing US jobs report and the mounting unrest in the Middle East, both of which soured market confidence. At 8 AM EDT, Bitcoin traded at $67,516, while Ethereum traded at $1,993.

24/7 Wall St. reviews dozens of analyst research reports daily to identify new investment ideas for both investors and traders. Some of these daily analyst calls cover stocks to buy. Other calls cover stocks to sell or avoid. Remember that no single analyst call should ever be used as a basis to buy or sell a stock.

Here are some of the top Wall Street analyst upgrades, downgrades, and initiations seen on Monday, March 9, 2026.

Upgrades:

Brinker International Inc. (NYSE: EAT) was upgraded to Outperform from Peer Perform at Wolfe Research, with a $184 price target for the shares. Dow Inc. (NYSE: DOW) was upgraded to Outperform from Sector Perform at RBC Capital, which lifted the target price for the chemical giant to $40 from $29. GE Vernova Inc. (NYSE: GEV) was upgraded to Buy from Sell at Rothschold & Co Redburn, which increased the price target to $1,100 from $560. USA Compression Partner LP (NYSE: USAC) was raised to Buy from Hold at Texas Capital, which raised the target price for the stock to $31 from $26. Verizon Communications Inc. (NYSE: VZ) was upgraded to Outperform from Sector Perform at Scotiabank, which bumped their target price for the telecommunications giant to $54.50 from $50.25.

Downgrades:

Brown-Forman Inc. (NYSE: BF.B) was downgraded to Market Perform from Outperform at Bernstein, which lowered the target price for the spirits giant to $29 from $37.70. Coterra Energy Inc. (NYSE: CTRA) was downgraded to Hold from Buy at Texas Capital, which lowered the target price for the stock to $31 from $34. Ferrovial SE (NASDAQ: FER) was downgraded to Hold from Buy at Jefferies, which nudged the target to $70.93 from $70.42. Jefferies Financial Group Inc. (NYSE: JEF) was cut to Equal Weight from Overweight at Morgan Stanley, which slashed the target price for the stock to $49 from $78. Starbucks Inc. (NASDAQ: SBUX) was downgraded to Peer Perform from Outperform at Wolfe Research, with no price target.

Initiations:

Cava Group Inc. (NYSE: CAVA) was initiated with an Outperform rating at Wolfe Research, which has set a $93 target price for the popular restaurant chain. Global Payments Inc. (NYSE: GPN) was reinstated with a Neutral rating at Goldman Sachs, which has an $88 targhet price objective. Netflix Inc. (NASDAQ: NFLX) was resumed in coverage with an Equal Weight rating at Wells Fargo, which has a $105 target price for the entertainment/programming giant. Shake Shack Inc. (NYSE: SHAK) was initiated with an Outperform rating at Wolfer Research, which hasa $118 target price for the popular burger restaurant. Solv Energy Inc. (NYSE: MWH) was initiated with an Overweight rating at JPMorgan with a $34 target price. Baird started the stock with an Outperform rating and a $35 target, while Jefferies began covering the stock with a Buy rating and a $43 target price. The stock was a recent IPO.

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