U.S. Electronic Equipment and Components Stock News

FB Financial Corporation recently completed a follow-on equity offering, raising approximately US$111.35 million through the sale of 2,162,052 common shares at US$51.50 each in a registered direct transaction. This capital raise expands the company's financial flexibility and signals management's intention to fund future growth initiatives or strengthen the balance sheet. We will examine how this significant equity issuance affects the company's investment narrative, particularly regarding...

Ever wondered if Millrose Properties is actually a bargain right now, or if there’s something hiding under the surface? You’re not alone in wanting to understand whether this stock could offer standout value. After a huge run earlier this year, Millrose has pulled back, dropping 6.4% in the past week and 11.5% over the last month. It still boasts a strong 33.3% gain year-to-date, sparking plenty of conversation about what’s driving these swings. Recent headlines have focused on Millrose’s...

Occidental Petroleum (OXY) recently increased its fourth-quarter production guidance after delivering stronger-than-expected output. However, its latest earnings and revenue came in lower than last year. Investors are tuning in to see what this operational momentum could mean for the stock. See our latest analysis for Occidental Petroleum. Following its upbeat production update, Occidental Petroleum’s share price hasn’t reflected much optimism yet, closing at $41.21 and posting a 1-year total...

Patrick Industries recently announced that its Board of Directors approved an increase in the quarterly cash dividend on common stock from US$0.40 to US$0.47 per share, payable on December 15, 2025, to shareholders of record as of December 1, 2025. This dividend increase, together with a quarterly earnings report that exceeded market expectations, highlights management's expressed confidence in the company’s ability to generate free cash flow and navigate changing market conditions. We'll...

DXC Technology was selected by London's Mayor's Office for Policing and Crime as the Master Vendor to deliver BPO, ERP, and resource management solutions for the Metropolitan Police Service in the UK, with a 7+1+1 year contract aimed at driving internal transformation and digital modernization. The contract underlines DXC’s recognized leadership in digital transformation and AI services for public sector organizations, supported further by recent accolades from industry analysts such as ISG...

Zoom Communications (ZM) shares edged lower this week as investors weighed the company's recent performance alongside muted new developments. With no major news or announcements, many are watching the stock’s valuation and broader tech sector trends. See our latest analysis for Zoom Communications. Zoom’s share price has slipped about 4% over the past month as the initial 2024 momentum faded. This reflects shifting market sentiment about the company’s growth prospects in the context of more...

Firebird, Inc. recently announced it has received U.S. export authorization and is partnering with Dell Technologies and NVIDIA to launch a $500 million investment, developing cutting-edge AI supercomputing infrastructure in Armenia as the project's initial phase. This collaboration is set to position Armenia as a regional leader in AI innovation and highlights Dell’s expanding global role in enabling next-generation AI infrastructure. We'll explore how Dell's major new AI infrastructure...

Belden (BDC) stock is drawing renewed interest following its most recent performance updates, prompting some thoughtful valuation discussions among industry watchers. Investors are paying close attention to where Belden’s fundamentals are trending in the current environment. See our latest analysis for Belden. Belden's latest price action has caught the eye, with the share price closing at $106.34 after a recent pullback. While momentum has cooled somewhat, reflected in a 1-year total...

RLI (RLI) just announced a special $2.00 per share cash dividend, catching the eye of investors looking for shareholder-friendly moves. The news comes along with a planned CFO transition, adding another layer for investors to consider. See our latest analysis for RLI. Shares of RLI have been on a bumpy ride recently, with a 4.5% gain in the past month partially offsetting a tough run. The stock remains down over 21% year-to-date. While the special dividend and upcoming CFO transition created...

Galaxy Digital (NasdaqGS:GLXY) shares have seen some movement this week, and recent trading trends have caught the attention of investors following its performance over the past month. With the stock finishing at $24.03, let’s take a closer look at what is happening. See our latest analysis for Galaxy Digital. Galaxy Digital’s share price has pulled back sharply in the past month, but it is still up 33.1% year-to-date. That said, the stock’s 1-year total return of 40.9% speaks to longer-term...

PDD Holdings Inc. recently reported its third quarter 2025 earnings, with sales reaching CNY 108.28 billion and net income at CNY 29.33 billion, both increases from the prior year’s quarter. While third quarter performance improved, the company’s nine-month net income and earnings per share were lower compared to the same period last year, highlighting contrasts within its operational results. To assess how robust quarterly financials affect PDD’s outlook, we’ll examine what the latest...

In recent weeks, multiple analysts upgraded Deckers Outdoor's outlook, citing renewed confidence in the company's fundamentals, while management outlined new strategies to better manage product cycles and capitalize on strong brand momentum from HOKA and UGG. Despite having experienced several weaker quarters, Deckers consistently exceeded revenue and earnings estimates, with improved management approaches and continued brand strength contributing to optimistic analyst sentiment towards its...

Viper Energy Partners LP recently completed the sale of its non-core assets outside the Permian Basin to accelerate debt reduction and focus on its highest-quality holdings. This move reflects an emphasis on sustainable shareholder returns, highlighted by a capital return per share that exceeded analyst expectations and newly increased distribution targets. We'll explore how the shift to concentrate on Permian Basin assets and enhanced distributions may shape Viper Energy's future...

Qualys (QLYS) shares have seen modest movement lately, with the stock up nearly 5% over the past month. Investors are watching closely as the cybersecurity firm continues to post steady annual growth in both revenue and net income. See our latest analysis for Qualys. Qualys’s share price has bounced around this year, with recent momentum turning modestly positive. However, the 1-year total shareholder return stands at -8.2%. Despite near-term volatility, the longer-term view shows the company...

TMC the metals (TMC) has caught attention following a mix of bullish investor sentiment and a U.S. executive order that speeds up the path for deep-sea mining. The company’s strategic shift and recent earnings update have also influenced market outlook. See our latest analysis for TMC the metals. TMC the metals has turned heads this year with powerful momentum, notching a 334% share price return year-to-date and delivering a remarkable 1-year total shareholder return of 490%. That surge...

ServiceNow (NOW) shares have been trending lower, with a drop of nearly 15% over the past month and more than 23% since the start of the year. Investors are watching closely for signs of stabilization as broader market shifts continue. See our latest analysis for ServiceNow. This past year has been tough for ServiceNow shareholders, with turbulence in the tech sector contributing to a -24.08% year-to-date share price return and a -23.55% total shareholder return over the last twelve months...

Tidewater (NYSE:TDW) caught investors' attention this week after reporting its third quarter results. The company posted a slight net loss; however, revenue exceeded forecasts, reflecting stronger day rates and better vessel utilization. See our latest analysis for Tidewater. Tidewater’s latest results sparked notable volatility, with the share price surging more than 10% over the past month but retreating after earnings on shifting sentiment. While momentum has faded recently, the long-term...

PENN Entertainment (PENN) is in focus this week after a series of fresh analyst opinions and a sizable third quarter loss, fueled mostly by charges in its Interactive segment. The company recently wrapped up its ESPN partnership and is now steering toward an iCasino-first strategy. This shift is changing the conversation on what digital profitability could look like for investors. See our latest analysis for PENN Entertainment. PENN Entertainment’s share price has taken a hit lately,...

Earlier this month, Trump Media & Technology Group reported third-quarter financial results, revealing US$972,900 in sales and a net loss of US$54.81 million, with ongoing challenges such as stagnant revenue and substantial exposure to the weakening cryptocurrency market. The company's increased financial risk has been compounded by its large holdings in Bitcoin and related securities, as well as by political and legal pressures linked to President Trump. Given the reported losses and the...

New Jersey Resources (NJR) just posted annual results showing increased revenue and higher net income over last year. The company also introduced new fiscal 2026 earnings guidance and maintained a steady multi-year growth goal. See our latest analysis for New Jersey Resources. Following steady results and fresh guidance, New Jersey Resources has seen momentum pick up, with the 1-week share price return at 3.05% and 1-year total shareholder return now just above breakeven. Strategic leadership...

On November 18, 2025, Zymeworks announced positive Phase 3 results for Ziihera (zanidatamab-hrii) in advanced HER2-positive gastroesophageal adenocarcinoma, alongside a US$125 million share repurchase program and the appointment of Scott Platshon as Acting Chief Investment Officer. This combination of clinical success, leadership changes, and a shift toward a royalty-driven model signals a focused effort to optimize future cash flows and build a diversified portfolio of healthcare...

Portland General Electric (POR) shares have delivered a 9% gain over the past month, outpacing the broader utilities sector. The company’s consistent performance is drawing attention from investors who are curious about its steady outlook and ongoing growth story. See our latest analysis for Portland General Electric. The past year has seen Portland General Electric maintain a solid trajectory, capped by a 9.5% share price return over the past month and a 14% gain over the previous quarter...

Gorilla Technology Group reported record third-quarter results, with revenue rising to US$26.48 million and announcing a breakthrough US$1.4 billion AI data center contract in Southeast Asia, expanding its project pipeline to over US$7 billion. This combination of robust operational delivery and sizeable new contracts is fueling optimism about the company’s growth potential across AI infrastructure and enterprise markets. We’ll explore how the major AI data center contract announcement could...

SolarEdge Technologies (SEDG) just kicked off its first commercial battery installations in Germany, racking up more than 150 orders for its new CSS-OD commercial storage system within weeks of launch. This strong demand highlights a wave of interest from PV installers and commercial users who are seeking combined solar and storage setups in Germany’s active self-consumption market. See our latest analysis for SolarEdge Technologies. After a challenging stretch, SolarEdge Technologies has...