U.S. Electronic Equipment and Components Stock News

NasdaqGS:PDFS
NasdaqGS:PDFSSemiconductor

Why PDF Solutions (PDFS) Is Up 18.8% After Record 2025 Sales And 2026 Growth Outlook - And What's Next

In February 2026, PDF Solutions, Inc. reported that full-year 2025 revenue rose to US$219.02 million from US$179.47 million, while shifting from net income of US$4.06 million to a small net loss of US$0.64 million. The company also highlighted record fourth-quarter and annual revenues, its largest-ever acquisition of SecureWise, and guidance for 2026 revenue to grow in line with a 20% long-term target as it evolves into a broader semiconductor execution platform. Next, we’ll examine how PDF...
NYSE:WY
NYSE:WYSpecialized REITs

Does Weyerhaeuser’s (WY) Cash Return Framework Reveal Its True Capital Allocation Priorities?

Weyerhaeuser recently declared a quarterly base cash dividend of US$0.21 per share, payable on March 20, 2026, to shareholders of record on March 10, 2026. The company also reiterated its cash return framework, aiming to distribute a large portion of annual adjusted funds available for distribution through a mix of base dividends, potential supplemental payouts, and opportunistic share repurchases. We’ll now consider how Weyerhaeuser’s reaffirmed commitment to returning most adjusted funds...
NYSE:DHR
NYSE:DHRLife Sciences

Danaher Board Change As Jessica Mega Retires And Governance Focus Grows

Danaher Corporation (NYSE:DHR) announced that Dr. Jessica L. Mega will retire from its Board of Directors, effective February 5, 2026. The company stated that her departure is due to other professional commitments and not the result of any disagreement with Danaher. This board change is a material governance event that may be relevant for investors tracking oversight and leadership at Danaher. For investors watching NYSE:DHR, this update comes with the stock recently closing at $214.94...
NasdaqGS:PENN
NasdaqGS:PENNHospitality

Does PENN Entertainment (PENN) Offer Value After Multi‑Year Share Price Slump

If you are wondering whether PENN Entertainment's current share price reflects its true worth, this article walks through what the numbers are really saying about the stock. Over shorter timeframes, the stock has been mixed, with a 0.2% move over the last week, a 10.3% decline over the past month, a 16.4% decline year to date, and a 44.7% decline over the last year, adding to a 61.4% decline over three years and an 89.3% decline over five years. Recent attention on PENN has largely focused...
NYSE:LAD
NYSE:LADSpecialty Retail

Is It Time To Reconsider Lithia Motors (LAD) After The Recent Share Price Slide?

If you are wondering whether Lithia Motors at around US$304 per share is starting to look like value, this article will walk through what the numbers are really saying about the stock. The share price has fallen 8.3% over the last week, 10.3% over the last month, and 8.4% year to date, while the 1 year return sits at a 20.3% decline and the 3 year return at 18.3% with a 5 year return of 15.2%. Recent price moves have come alongside ongoing attention on auto retail stocks and how they may be...
NYSE:AU
NYSE:AUMetals and Mining

AngloGold Ashanti Expands Nevertire Exploration As Valuation Gap Persists

AngloGold Ashanti (NYSE:AU) and joint venture partner Kincora Copper have expanded exploration at the Nevertire and Nevertire South projects after positive initial drilling results. The companies are increasing the prospective strike length in the area and ramping up geophysical surveys and further drilling activity. The move follows Phase 1 work that returned encouraging data, prompting a wider exploration program targeting copper and gold potential. For investors tracking NYSE:AU, this...
NasdaqGS:PEP
NasdaqGS:PEPBeverage

A Look At PepsiCo (PEP) Valuation After Earnings Beat And New Capital Return Plans

Earnings beat puts PepsiCo (PEP) back in focus PepsiCo (PEP) has moved back onto investors’ radar after its latest earnings topped market expectations, supported by affordability efforts in snacks and drinks, tighter cost control, and updated capital return plans. See our latest analysis for PepsiCo. The latest earnings beat and dividend increase come as PepsiCo’s 1 month share price return of 16.53% and year to date share price return of 17.56% point to improving momentum, supported by...
NasdaqGS:IRDM
NasdaqGS:IRDMTelecom

Iridium Targets IoT And PNT Growth With Satelles Deal And NTN Direct

Iridium Communications (NasdaqGS:IRDM) agreed to acquire Satelles, a provider of satellite-based positioning, navigation and timing (PNT) services that support GPS protection. The company also introduced Iridium NTN Direct, a new service aimed at global Internet of Things (IoT) and direct to device connectivity. Together, these moves extend Iridium's reach into satellite IoT and PNT markets beyond its existing L band satellite communications network. For you as an investor, Iridium now sits...
NasdaqGS:SABR
NasdaqGS:SABRHospitality

Can Sabre (SABR) Turn Its New AI Travel Assistant Into a Durable Distribution Edge?

In early February 2026, Sabre Corporation announced a partnership with PayPal and Mindtrip to build an AI-powered travel assistant that lets consumers move from inspiration to booking and trip management in a single conversational experience, with an initial flight-focused launch planned for the second quarter of 2026. This collaboration links Sabre’s enterprise travel infrastructure, Mindtrip’s conversational agent, and PayPal’s embedded payments into one flow that could materially change...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Palantir Deepens Regulated Market Reach With New Defense And AI Deals

Palantir Technologies (NasdaqGS:PLTR) received new cloud authorization from the U.S. Defense Information Systems Agency, allowing broader and faster deployment of its software across secure defense environments. The company extended its multi-year partnership with Airbus to keep supporting the Skywise aviation analytics platform, including a shift toward sovereign cloud setups. Palantir also entered a new AI collaboration with Cognizant to help modernize enterprise systems, with an emphasis...
NYSE:BK
NYSE:BKCapital Markets

BNY Deepens Cross Border Role With Chilwa ADR And Williams F1 Deal

BNY has been appointed as depositary bank for Chilwa Minerals' new ADR program, supporting the issuer's path toward a planned Nasdaq listing. BNY also entered a long term partnership with the Williams F1 Team, creating new branding and client engagement opportunities tied to global motorsport. BNY, trading on the NYSE under ticker NYSE:BK, last closed at $114.91. The share price is up 35.0% over the past year, 143.5% over three years, and 213.7% over five years. Year to date, the stock...
NasdaqGS:MBLY
NasdaqGS:MBLYAuto Components

Mobileye Global (MBLY) Is Up 11.9% After Mahindra Wins EyeQ6 ADAS Deal And Lowers 2026 Outlook

In early February 2026, Mobileye Global Inc. announced that its SuperVision and Surround ADAS hands-free, eyes-on systems were chosen by Mahindra & Mahindra for at least six future vehicle models, with production of these EyeQ6 High-powered platforms targeted to begin in 2027. This agreement not only expands Mobileye’s footprint into Mahindra’s upcoming line-up, but also highlights growing automaker interest in consolidating perception, driver monitoring and parking functions onto a single,...
NYSE:PARR
NYSE:PARROil and Gas

A Look At Par Pacific Holdings (PARR) Valuation After Strong One Year Shareholder Returns

What Par Pacific Holdings investors can take from the latest moves Par Pacific Holdings (PARR) has been drawing attention after recent trading, with the share price last closing at $41.41. For context, the stock shows mixed returns over the past week, month, and past 3 months. The company reports revenue of US$7,483.631 and net income of US$235.996, with both revenue and net income growth running below zero on an annual basis. That backdrop, combined with a value score of 5, gives investors a...
NYSE:HUBB
NYSE:HUBBElectrical

Why Hubbell (HUBB) Is Up 5.9% After Raising 2026 Guidance and Highlighting Data Center Demand

Hubbell Incorporated recently reported its fourth-quarter and full-year 2025 results, posting higher sales and earnings, reaffirmed its regular US$1.42 quarterly dividend, and issued 2026 guidance calling for total sales growth of 7% to 9% and GAAP diluted EPS of US$17.30 to US$18.00. The company highlighted strong project activity in data centers and grid infrastructure as key drivers of organic growth, underlining how demand in these areas is shaping Hubbell’s earnings outlook. With...
NasdaqGS:VTRS
NasdaqGS:VTRSPharmaceuticals

Is Viatris (VTRS) Quietly Repositioning Its Deal-Making Strategy With a New Chief Legal Officer?

Viatris Inc. recently appointed Matthew J. Maletta as Chief Legal Officer, effective February 9, 2026, bringing nearly 30 years of pharmaceutical legal experience spanning generics, branded drugs, and complex corporate transactions, while long-serving legal leader Brian Roman transitions to an advisory role through April 1, 2026. Maletta’s track record in major industry deals and corporate restructurings suggests Viatris is reinforcing its in-house legal capabilities for handling large-scale...
NYSE:UTZ
NYSE:UTZFood

Assessing Utz Brands (UTZ) Valuation After Recent Share Price Weakness And Margin Improvement Plans

Why Utz Brands has caught investor attention Utz Brands (UTZ) has drawn fresh interest after recent share price weakness, with the stock closing at $9.00 and showing negative returns over the past week, month, past 3 months, year, and 3 year period. See our latest analysis for Utz Brands. The recent 1 day share price return of a 19.14% decline, alongside weaker 7 day and 30 day share price returns, aligns with a much steeper 1 year total shareholder return decline of 33.56%. This suggests...
NYSE:GPK
NYSE:GPKPackaging

Graphic Packaging (GPK) Is Down 7.5% After Weaker 2025 Results and Cautious 2026 Outlook - What's Changed

In early February 2026, Graphic Packaging Holding reported full-year 2025 results showing sales of US$8.62 billion and net income of US$444 million, both lower than the prior year, alongside 2026 net sales guidance of US$8.4 billion to US$8.6 billion and confirmation of no recent activity under one approved buyback program. The earnings release also highlighted operational and demand pressures, including overcapacity in certain paperboard grades and subdued volumes from consumer packaged...
NYSE:RNR
NYSE:RNRInsurance

RenaissanceRe Extends Dividend Streak And Buybacks As Valuation Stays Low

RenaissanceRe Holdings (NYSE:RNR) has announced its thirty-first consecutive annual dividend increase. The Board has also renewed and expanded the company’s authorized share repurchase program. These decisions come as the company’s share price stands at $310.9 following a 34.1% 1 year return. For investors watching NYSE:RNR, the new dividend increase and larger buyback authorization arrive following recent share performance. The stock is at $310.9, with a 15.1% gain over the past 30 days...
NYSEAM:GROY
NYSEAM:GROYMetals and Mining

Should Bullish Analyst Views on Brazilian Royalties Require Action From Gold Royalty (GROY) Investors?

In recent days, research firms Scotiabank and Maxim Group issued upbeat assessments of Gold Royalty Corp, highlighting the company’s strengthening fundamentals and portfolio development following its latest royalty acquisitions in Brazil. These reports point to growing confidence in Gold Royalty’s ability to convert its expanding royalty base and recent revenue momentum into longer-term cash flow growth. We’ll now explore how this renewed analyst confidence, particularly around the Brazilian...
NYSE:FOUR
NYSE:FOURDiversified Financial

Shift4 Payments (FOUR) Simplifies Governance Structure – What Does It Reveal About Its Long-Term Strategy?

Shift4 Payments recently completed a major corporate simplification, collapsing its multi-class share structure into a single Class A share class, eliminating super-voting rights and its controlled company status, and assuming tax receivable obligations previously tied to founder Jared Isaacman. By waiving an estimated US$440 million of future Tax Receivable Agreement payments and concentrating voting power with public shareholders, the company has materially reshaped its governance profile...
NYSE:DAN
NYSE:DANAuto Components

New Dana CEO Appointment And Board Changes Test Valuation And Momentum

Dana (NYSE:DAN) has appointed Byron Foster as the next Chief Executive Officer, effective July 1. The leadership transition includes changes to the company’s board composition. The new CEO will also serve as President, reshaping Dana’s top executive structure. Dana (NYSE:DAN) operates in the automotive and commercial vehicle components space, supplying driveline and related technologies to global manufacturers. Leadership changes at a company like this can affect how it allocates capital,...
NasdaqGS:FLEX
NasdaqGS:FLEXElectronic

Flex Raises Guidance As AI And Data Center Shift Reshapes Outlook

Flex highlighted strong demand in its data center and industrial segments in its latest Q4 update. Management raised full year guidance, pointing to a focus on AI, automation, and higher value product offerings. The company indicated a shift toward AI driven solutions and complex manufacturing for data center and industrial customers. For investors watching NasdaqGS:FLEX, the latest update comes with the stock at about $62.6 and a very large 3 year return, suggesting the share price has...
NYSE:GEO
NYSE:GEOCommercial Services

Founder Returns As GEO Group Activates US$520m Contracts And Seeks Value

GEO Group (NYSE:GEO) has announced a major CEO transition as founder Dr. George C. Zoley returns to lead the company. The change follows what the company describes as record new business wins and the largest facility expansion in its history. New or expanded contracts are tied to approximately $520 million in annualized revenue and the activation of five major facilities. GEO Group operates correctional, detention, and community reentry facilities, so leadership changes can matter for how...
NYSE:HAL
NYSE:HALEnergy Services

Halliburton (HAL) Valuation Check As Nuclear Waste Disposal Project Expands Future Opportunity Set

Why Halliburton’s nuclear waste project is catching investor attention Halliburton (HAL) is stepping into nuclear waste disposal through a multi year deep borehole demonstration program with Deep Isolation and partners. This move could reshape how investors think about its long term opportunity set. See our latest analysis for Halliburton. Alongside the nuclear waste project and recent corporate moves such as a shelf registration and new board committee appointments, Halliburton’s 90 day...