U.S. Electronic Equipment and Components Stock News

Sterling Infrastructure has been working on the Grand Parkway highway project in Houston, and over the last five years has recorded annual revenue growth of 9.4%, outpacing the sector average while also improving returns on capital. This combination of participation in a major infrastructure project and rising capital efficiency highlights how Sterling is converting large-scale work into stronger financial performance. We’ll now examine how Sterling’s role on the Grand Parkway, alongside...

Cadence Design Systems (NasdaqGS:CDNS) has introduced ChipStack AI Super Agent, described as the industry's first agentic AI tool for automating front end silicon design and verification workflows. The company is also participating as an investor in Trener Robotics' US$32 million Series A funding round, which focuses on AI driven industrial automation. Cadence, a major player in electronic design automation and chip design software, is pushing deeper into AI based tools with ChipStack AI...

Full year 2025 results shift Minerals Technologies into a loss Minerals Technologies (MTX) reported full year 2025 results that may give investors pause, with sales of US$2,072.6 million, down from US$2,118.5 million, and a net loss of US$18.4 million replacing the prior year’s profit. See our latest analysis for Minerals Technologies. Despite the swing into a loss, Minerals Technologies’ recent pricing suggests improving sentiment, with a 30 day share price return of 10.07% and a 90 day...

Gold.com, Inc. recently reported past second-quarter 2025 earnings, with sales rising to US$6,476.9 million and net income reaching US$11.64 million, while also affirming a quarterly cash dividend of US$0.20 per share payable in March 2026. Although sales and per-share earnings improved year over year in the latest quarter, net income for the first half of fiscal 2025 was lower than the prior-year period, highlighting a mixed profitability picture beneath the headline growth. We’ll now...

AZZ Inc. recently authorized a share buyback program of up to US$100,000,000, issued sales guidance of US$1.73–US$1.78 billion for the 12 months ending February 28, 2027, and outlined upcoming leadership changes in its Metal Coatings segment. The combination of new capital return plans, forward sales guidance, and an internally promoted successor for Metal Coatings leadership gives investors fresh insight into how AZZ intends to run and grow its core operations. We will now examine how AZZ’s...

ON Semiconductor (ON) just posted its FY 2025 Q4 numbers, with revenue of US$1,530.1 million and basic EPS of US$0.45, while the trailing twelve month figures sit at US$5.99 billion of revenue and basic EPS of US$0.29. Over the past six quarters, revenue has ranged from US$1,445.7 million to US$1,761.9 million and quarterly basic EPS has swung between a loss of US$1.15 and a profit of US$0.94. This sets up a story where investors are watching how margins hold up and where future growth might...

If you are wondering whether Advance Auto Parts is a bargain or a value trap, its recent share price and fundamentals give you plenty to think about. The stock last closed at US$56.60, with returns of 11.6% over 7 days, 29.1% over 30 days, 45.5% year to date and 23.2% over 1 year, set against a 3 year return of negative 59.8% and a 5 year return of negative 59.0%. Recent news coverage has focused on how the company is repositioning itself in the competitive auto parts retail space and what...

LiveWire Group (LVWR) has just posted its FY 2025 numbers, reporting fourth quarter revenue of US$11.4 million and a quarterly loss of US$17.6 million, or EPS of US$0.09. This keeps the focus firmly on how quickly the business can move its margins closer to breakeven. The company has seen quarterly revenue move from US$10.8 million in Q4 FY 2024 to US$11.4 million in Q4 FY 2025, while trailing twelve month EPS sits at a loss of US$0.37 alongside a full year loss of US$75.1 million, so...

Why Pursuit Attractions and Hospitality is on investors’ radar Pursuit Attractions and Hospitality (PRSU) has drawn attention after its recent rebrand from Viad Corp, shifting its public identity toward attractions and lodging across the United States, Canada, and Iceland. This change, alongside a share price of $37.72 and a mixed return profile over the past year and the past 3 months, is prompting investors to reassess how the business mix and current valuation line up. See our latest...

Why expectations for another earnings surprise are putting National Energy Services Reunited (NESR) on watch Recent commentary around National Energy Services Reunited (NESR) focuses on its pattern of outperforming earnings estimates and a current +7.69% Earnings ESP, paired with a neutral Zacks Rank, which is drawing fresh attention from investors. See our latest analysis for National Energy Services Reunited. At a share price of US$20.61, NESR has seen a 16.81% 1 month share price return...

Miracle-Gro, a brand under Scotts Miracle-Gro (NYSE:SMG), has launched a refreshed lineup of indoor soils and plant foods. The company has introduced new plant care solutions and its first organic plant food, tailored to indoor gardeners. The products are positioned to support easier indoor gardening and promote wellness during the winter months. For Scotts Miracle-Gro, best known for lawn and garden products, expanding its indoor range fits with growing interest in home based hobbies and...

American Express renewed and expanded its multi year partnership with the NBA, deepening ties with the WNBA and USA Basketball. The deal introduces new exclusive Card Member and fan experiences across major basketball events and digital platforms. The partnership is aimed at increasing brand visibility and strengthening customer engagement through integrated basketball centric programs. For investors watching NYSE:AXP, this expanded basketball partnership comes at a time when the stock...

On January 30, 2026, CECO Environmental entered into a Fourth Amended and Restated Credit Agreement, securing a senior secured revolving credit facility of up to US$700.0 million maturing in 2031, with financial covenants tied to leverage and coverage ratios. This expanded and flexible debt facility, with the option to further increase capacity subject to leverage thresholds, materially reshapes CECO’s balance sheet resources for acquisitions and general corporate needs. Next, we’ll examine...

Insider buying puts focus on Marriott Vacations Worldwide Recent insider share purchases at Marriott Vacations Worldwide (VAC) have put the stock back on investors’ radar, arriving at a time of cautious analyst sentiment and visible institutional selling. In addition to regular dividends, ongoing share repurchases and a CEO transition, these insider moves are giving investors fresh information to weigh against high short interest and mixed recent return figures. See our latest analysis for...

Kinsale Capital Group, Inc. recently announced that its Board of Directors declared a cash dividend of US$0.25 per share, payable on March 12, 2026 to stockholders of record as of February 26, 2026. This latest dividend decision comes as investors focus on Kinsale’s upcoming earnings report, following a prior quarter where the company exceeded revenue expectations and analysts have largely maintained their forecasts. With the new US$0.25 dividend declaration in place, we’ll now examine how...

In late January, Lincoln National’s board declared semi-annual and quarterly dividends on its Series C and Series D preferred stock, payable on March 1, 2026 to holders of record as of February 13, 2026, with depositary shareholders receiving US$46.25 and US$0.5625 per share respectively. These preferred dividends highlight Lincoln National’s ongoing capital return to specific investor classes at a time when the market is watching its upcoming earnings report and recovery prospects. With...

If you are wondering whether Interactive Brokers Group is attractively priced right now, the key question is how its current share price compares with a fair value estimate. The stock most recently closed at US$77.20, with returns of 3.0% over 7 days, 9.6% over 30 days, 14.8% year to date and 40.2% over 1 year, while the 3 year and 5 year returns are 263.6% and 325.4% respectively. Recent news coverage around Interactive Brokers has largely focused on its role as a global electronic...

Coinbase Global (NasdaqGS:COIN) is facing legal action from the Nevada Gaming Control Board over event contracts that regulators say amount to unlicensed gambling. Cathie Wood's ARK Invest has trimmed its position in Coinbase, pointing to a shift in how at least one large institutional holder is managing exposure to the stock. At the same time, Coinbase is expanding its security collaboration with the Crypto ISAC, focusing on continuous cyber threat intelligence sharing across the crypto...

Morgan Stanley’s upbeat initiation and Google’s larger stake have pushed TeraWulf (WULF) into focus, as the company leans harder into converting bitcoin mining sites into AI ready, leased data center infrastructure. See our latest analysis for TeraWulf. TeraWulf’s latest moves are landing against a backdrop of strong momentum, with a 30 day share price return of 26.95%, a year to date share price return of 30.53%, and a very large 3 year total shareholder return. This signals that recent...

Marriott International FY 2025 earnings snapshot Marriott International (MAR) has wrapped up FY 2025 with fourth quarter revenue of US$6.7b, basic EPS of US$1.66 and net income of US$445m, while trailing 12 month revenue stands at US$26.2b, basic EPS at US$9.53 and net income at US$2.6b. The company has seen quarterly revenue move from US$1.7b in Q4 2024 to US$6.7b in Q4 2025, with basic EPS shifting from US$1.63 to US$1.66 over the same period, and trailing 12 month revenue and EPS also...

Recent performance context for Elevance Health With no single headline event driving attention today, Elevance Health (ELV) is drawing interest as investors weigh its recent share price performance against current earnings, revenue and value indicators across its health benefits and pharmacy services operations. See our latest analysis for Elevance Health. The recent pullback, including a 12.66% 1 month share price return decline and a 15.15% 1 year total shareholder return decline, points to...

Devon Energy and Coterra Energy agreed to a $58 billion all-stock merger. The combined company is set to become one of the largest shale producers in the Permian Basin. The transaction is aimed at capturing synergies and improving shareholder returns. For holders of NYSE:DVN, this deal comes with the stock trading around $43.48 and a mixed performance record. Shares are up 5.8% over the past week, 21.6% over the past month, and 14.8% year to date, while the 1 year return is 27.3%. Over a 3...

Yum! Brands: recent returns put the stock back in focus Yum! Brands (YUM) has quietly drawn more investor attention after delivering a 2.1% return over the past month and about 6.3% in the past 3 months, taking its 1 year total return to roughly 10.4%. See our latest analysis for Yum! Brands. That recent uptick in Yum! Brands’ share price, with a 30 day share price return of 2.1% and 90 day share price return of 6.4%, sits alongside a 1 year total shareholder return of about 10.4%. This...

Proficient Auto Logistics (PAL) has just posted its FY 2025 numbers, with Q4 revenue of US$105.4 million, a basic EPS loss of US$0.92, and trailing twelve month revenue of US$430.4 million against a basic EPS loss of US$1.21, alongside reported year over year revenue growth of 78.7%. The company has seen quarterly revenue move from US$91.5 million in Q3 2024 to US$93.4 million in Q4 2024, then to US$95.2 million in Q1 2025, US$115.5 million in Q2 2025, US$114.3 million in Q3 2025 and US$105.4...