U.S. Electronic Equipment and Components Stock News

NasdaqGS:NTNX
NasdaqGS:NTNXSoftware

Assessing Nutanix (NTNX) Valuation After A Difficult Year For Shareholder Returns

Nutanix (NTNX) is drawing attention after a period of weaker share performance, including a 43.4% negative total return over the past year. This is prompting investors to reassess its cloud software business and recent financial profile. See our latest analysis for Nutanix. While Nutanix’s recent 7 day share price return of 7.55% and 30 day share price return of 11.56% add to a 25.18% year to date share price decline, the 34.02% three year total shareholder return suggests earlier momentum...
NasdaqCM:ESTA
NasdaqCM:ESTAMedical Equipment

Establishment Labs Holdings (ESTA) Q4 Loss NARROWS Sharply Reinforcing Bullish Profitability Narrative

Establishment Labs Holdings (NasdaqCM:ESTA) just wrapped FY 2025 with Q4 revenue of US$64.6 million and a basic EPS loss of US$0.09, alongside trailing twelve month revenue of US$211.1 million and a TTM basic EPS loss of US$1.72. The company has seen quarterly revenue move from US$40.2 million in Q3 2024 to US$64.6 million in Q4 2025, while quarterly basic EPS losses shifted from US$1.19 in Q4 2024 to US$0.09 in Q4 2025, setting up an earnings story where stronger top line figures are still...
NasdaqGS:COGT
NasdaqGS:COGTBiotechs

Cogent Biosciences Balances Bezuclastinib Phase 3 Progress With Dilution Risk

Cogent Biosciences (NasdaqGS:COGT) has advanced its lead therapy bezuclastinib into a Phase 3 trial for systemic mastocytosis. The company has also filed a significant shelf registration that could be used to raise capital in the future. These updates highlight progress in Cogent Biosciences' clinical pipeline alongside preparations for potential funding needs. Cogent Biosciences enters this news cycle with its shares at $39.18 and very large 1 year returns, reflecting strong recent...
NasdaqGS:UPBD
NasdaqGS:UPBDSpecialty Retail

Upbound Group (UPBD) Margin Hit And One Off Loss Challenge Bullish Growth Narrative

Upbound Group (UPBD) has wrapped up FY 2025 with Q4 revenue of US$1.2 billion and basic EPS of US$0.35, while trailing twelve month figures show revenue of US$4.7 billion and EPS of US$1.30 against a current share price around US$21.62. Over the past six quarters, the company has seen revenue move from US$1.08 billion in Q4 2024 to US$1.20 billion in Q4 2025, with quarterly EPS ranging between US$0.23 and US$0.57 along the way. This gives investors a clear view of how the top line and per...
NYSE:COF
NYSE:COFConsumer Finance

Capital One’s Discover And Brex Deals Test Valuation And Risk Profile

Capital One Financial (NYSE:COF) has announced plans to acquire Discover Financial Services and has entered a definitive agreement to acquire Brex. The transactions aim to expand Capital One's payments network and broaden its customer reach across consumer and business segments. Both deals are drawing regulatory attention and come alongside an investor investigation and concerns about credit conditions. For you as an investor, these moves come at a time when NYSE:COF shares trade around...
NasdaqGS:ASML
NasdaqGS:ASMLSemiconductor

Assessing ASML Holding (NasdaqGS:ASML) Valuation After A Strong Year Of Shareholder Returns

ASML Holding stock performance and business snapshot ASML Holding (NasdaqGS:ASML) has drawn investor attention recently, with the share price at $1,497.80 and total returns over the past year, 3 years, and 5 years all in positive territory. The company reports annual revenue of €32.67b and net income of €9.61b, with both revenue and earnings showing positive annual growth. ASML focuses on lithography, metrology, and inspection systems used in advanced semiconductor manufacturing. Its...
NasdaqGS:TARS
NasdaqGS:TARSPharmaceuticals

Tarsus Pharmaceuticals (TARS) Narrowing EPS Loss Backs Bullish Earnings Turnaround Narrative

Tarsus Pharmaceuticals (TARS) closed FY 2025 with fourth quarter revenue of US$151.7 million and a basic EPS loss of US$0.20, while net income excluding extra items came in at a loss of US$8.4 million. The company has seen quarterly revenue move from US$48.1 million and a basic EPS loss of US$0.61 in Q3 2024 to US$151.7 million and a loss of US$0.20 per share in Q4 2025. Trailing twelve month EPS stands at a loss of US$1.59 on revenue of US$451.4 million, outlining a picture where higher...
NasdaqGS:GLDD
NasdaqGS:GLDDConstruction

Great Lakes Dredge & Dock (GLDD) Net Margin Beats Narratives Of Future Compression

Great Lakes Dredge & Dock (GLDD) capped FY 2025 with Q4 revenue of US$256.5 million and basic EPS of US$0.19, rounding out a trailing twelve month picture that includes total revenue of US$888.3 million and EPS of US$1.10. Over the past few quarters, the company has seen revenue move from US$191.2 million in Q3 2024 to US$202.8 million in Q4 2024, then to US$242.9 million in Q1 2025 and US$195.2 million in Q3 2025, with quarterly EPS ranging from US$0.13 to US$0.50 over the same stretch. This...
NasdaqGS:RGEN
NasdaqGS:RGENLife Sciences

Repligen (RGEN) Return To Profitability Tests Bullish Growth Narrative In Q4 2025 Results

Repligen (RGEN) closed out FY 2025 with Q4 revenue of US$197.9 million and basic EPS of US$0.24, alongside net income of US$13.3 million, giving investors a clear snapshot of its latest quarterly performance. Over recent periods, the company has seen revenue move from US$167.5 million in Q4 2024 to US$197.9 million in Q4 2025, while basic EPS shifted from a loss of US$0.60 to a profit of US$0.24. This set up a year where trailing twelve month EPS reached US$0.87 on revenue of US$738.3 million...
NasdaqGS:PTLO
NasdaqGS:PTLOHospitality

Portillo’s (PTLO) Margin Compression To 2.6% Tests Bullish Profit Growth Narrative

Portillo's (PTLO) has wrapped up FY 2025 with fourth quarter revenue of US$185.7 million and basic EPS of US$0.08, alongside net income of US$6.1 million. This update gives investors an opportunity to reassess how the full year stacks up against its recent history. The company has seen quarterly revenue move from US$176.4 million in Q1 2025 to a range between US$181.4 million and US$188.5 million through the year, while EPS shifted between US$0.02 and US$0.13, giving a mixed read on profit...
NYSE:CYD
NYSE:CYDMachinery

China Yuchai International Earnings Growth Tests Bearish Narratives On Long Term Profitability

China Yuchai International (NYSE:CYD) has just posted its FY 2025 first half numbers, with revenue of C¥13.8b and basic EPS of C¥9.75, setting the tone for a year in which investors are closely tracking how earnings and sales are holding up. The company has seen revenue move from C¥10.3b in the first half of 2024 to C¥13.8b in the first half of 2025, while basic EPS went from C¥5.88 to C¥9.75 over the same period. With trailing 12 month EPS at C¥14.32 on revenue of C¥24.7b, the results put...
NYSE:EFX
NYSE:EFXProfessional Services

AI Credit Planner Launch Amid Rising Borrower Stress Could Be A Game Changer For Equifax (EFX)

In February 2026, Equifax launched Optimal Path, an AI-powered, interactive credit score planner that provides U.S. consumers with personalized, evolving 30-day action plans via the free myEquifax mobile app, integrating directly with their Equifax credit profiles. Alongside this product rollout, fresh Equifax credit data underscored widening financial stress for younger and highly leveraged borrowers, reinforcing the importance of real-time, personalized credit tools and positioning...
NYSE:PLOW
NYSE:PLOWMachinery

Douglas Dynamics (PLOW) Margin Compression Challenges Bullish Earnings Growth Narrative

Douglas Dynamics (PLOW) has wrapped up FY 2025 with fourth quarter revenue of US$184.5 million and basic EPS of US$0.56, alongside trailing twelve month revenue of US$656.1 million and EPS of US$2.03 that frame the latest numbers in a fuller context. The company has seen quarterly revenue range from US$115.1 million to US$194.3 million and quarterly EPS move between roughly US$0.01 and US$1.10 over FY 2025, giving investors a clear view of how earnings power tracks with seasonal revenue...
NYSE:OSG
NYSE:OSGInsurance

Octave Specialty Group NYSE OSG Combined Ratios Above 100% Reinforce Bearish Underwriting Narratives

Octave Specialty Group (OSG) just posted its FY 2025 numbers with Q4 total revenue of US$66.9 million and a basic EPS loss of US$0.66, while on a trailing twelve month basis revenue came in at US$251.2 million and EPS at a loss of US$2.09. The company has seen quarterly revenue move from US$65.2 million in Q4 FY 2024 to US$66.9 million in Q4 FY 2025, with basic EPS shifting from a loss of US$0.46 to a loss of US$0.66 over the same period. This sets the stage for investors to focus squarely on...
NasdaqGS:VNET
NasdaqGS:VNETIT

Does VNET Group’s (VNET) Finance Shake-Up Clarify Its Complex Capital Structure Or Deepen Uncertainty?

VNET Group, Inc. recently appointed Peter Zhihua Zhang as Senior Vice President of Operational Finance and principal accounting officer, giving him authority over financial operations and key SEC and Nasdaq filings while the company amended its US$250 million 2% convertible senior notes due 2027 with Blackstone-managed vehicles. The combination of a strengthened internal finance leadership role and changes to the convertible note terms has refocused attention on VNET’s governance, capital...
NYSE:JLL
NYSE:JLLReal Estate

Is It Time To Reassess JLL (JLL) After Recent Share Price Swings?

If you are wondering whether Jones Lang LaSalle is priced attractively today, a good starting point is understanding what the recent share moves are really telling you about value and risk. The stock last closed at US$310.97, after a 7 day return of 8.4%, a 30 day return showing a 12.2% decline, and returns of a 7.4% decline year to date and 17.1% over the past year, with longer term returns of 78.2% over 3 years and 74.5% over 5 years. Recent news around Jones Lang LaSalle has focused on...
NasdaqGS:EXE
NasdaqGS:EXEOil and Gas

Electric Fracturing Deal Reframes Expand Energy Valuation And Future Returns

Expand Energy has partnered with Evolution Well Services to deploy 100% electric hydraulic fracturing technology in Northeast Appalachia. The initiative targets lower noise, a smaller equipment footprint, reduced surface disruption, and real time environmental monitoring. The move reflects a focus on operational efficiency and environmental performance that has not featured in recent company updates. For investors watching Expand Energy (NasdaqGS:EXE), this partnership adds a fresh...
NYSE:PRIM
NYSE:PRIMConstruction

Why Primoris Services (PRIM) Is Down 6.4% After Record 2025 Results And 2026 EPS Guidance

Primoris Services Corporation recently reported its fourth-quarter and full-year 2025 results, posting US$1,857.7 million in Q4 sales and US$7,574.9 million in full-year sales, alongside 2026 net income guidance of US$294.0 million to US$305.0 million and EPS guidance of US$5.35 to US$5.55. The company paired these results with a US$0.08 per-share cash dividend declaration and forward earnings guidance that frames how management views future profitability and capital returns. Now we’ll...
NYSE:CWEN.A
NYSE:CWEN.ARenewable Energy

Clearway Energy (CWEN.A) Q4 Loss Challenges Bullish Earnings Growth Narrative

Clearway Energy (CWEN.A) just closed out FY 2025 with Q4 revenue of US$310 million and a basic EPS loss of US$0.85, capping a trailing twelve month period that totaled US$1.4 billion of revenue and US$1.42 in basic EPS. The company has seen quarterly revenue move from US$256 million in Q4 2024 to US$310 million in Q4 2025. Over the same period, basic EPS shifted from US$0.03 to a loss of US$0.85, against a backdrop of trailing twelve month net income of US$169 million. For investors, that mix...
NasdaqCM:AXGN
NasdaqCM:AXGNMedical Equipment

Axogen (AXGN) Q4 Loss Of US$13.2 Million Tests Bullish Profitability Narrative

Axogen (AXGN) has wrapped up FY 2025 with fourth quarter revenue of US$59.9 million and a basic EPS loss of US$0.28, capping a trailing twelve month period that delivered US$225.2 million in revenue and a net loss of US$15.7 million. The company has seen quarterly revenue move from US$49.4 million in Q4 2024 to US$59.9 million in Q4 2025. Over the same period, basic EPS shifted from a small profit of US$0.01 in Q4 2024 to a loss of US$0.28 in Q4 2025. Investors now have to weigh these top...
NYSE:GWRE
NYSE:GWRESoftware

Did Sompo’s Expanded Cloud Deal Just Reframe Guidewire Software’s (GWRE) AI and Platform Narrative?

Sompo Group and Guidewire Software recently announced a long-term agreement for Sompo to expand its use of Guidewire’s cloud and AI-powered applications across global operations, including migrating core policy and claims systems to Guidewire Cloud Platform. This deepened partnership highlights how a large, diversified insurer is standardizing on Guidewire’s platform to unify decision-making and modernize P&C insurance processes worldwide. Next, we’ll examine how Sompo’s expanded Guidewire...
NasdaqGS:PAA
NasdaqGS:PAAOil and Gas

Does Plains All American’s Cost-Saving Pure-Play Crude Pivot Reshape The Bull Case For PAA?

Earlier this month, Plains All American Pipeline, L.P. reported its fiscal Q4 2025 results, coming in below Wall Street earnings expectations while outlining progress on its business refocus. At the same time, management emphasized its plan to become a pure-play crude operator and pursue US$100 million in annual cost savings through 2027, with about half targeted for 2026, which could meaningfully reshape its cost structure and competitive positioning. Now we’ll examine how this renewed...
NYSE:ST
NYSE:STElectrical

A Look At Sensata Technologies Holding (NYSE:ST) Valuation After Its 2025 Earnings And 2026 Guidance Update

Why Sensata Technologies Holding (NYSE:ST) is back in focus Sensata Technologies Holding (NYSE:ST) has drawn fresh attention after reporting fourth quarter results that showed higher profitability on US$917.9 million in sales, alongside new 2026 guidance and an updated segment structure. For the quarter ended December 31, 2025, Sensata reported net income of US$63.2 million on sales of US$917.9 million, with basic and diluted earnings per share from continuing operations of US$0.43, compared...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

DraftKings Lawsuit And Restructuring Put Legal Risks And Valuation In Focus

Massachusetts Superior Court has allowed a class action lawsuit over DraftKings' sportsbook promotion to proceed. The case focuses on claims of misleading marketing around a bonus offer for sports betting customers. At the same time, DraftKings is moving ahead with workforce restructuring that includes expected job cuts. For investors watching DraftKings, ticker NasdaqGS:DKNG, this combination of litigation and restructuring adds fresh context to a volatile share price. The stock last...