U.S. Electronic Equipment and Components Stock News

NYSE:FBP
NYSE:FBPBanks

Is First BanCorp’s CFO Succession Plan Shaping a New Capital Management Narrative for FBP?

First BanCorp. has announced that long-serving Chief Financial Officer and Executive Vice President Orlando Berges will retire on June 30, 2026, with current Senior Vice President and Chief Accounting Officer Said Ortiz set to assume the CFO and Executive Vice President roles from July 1, 2026, following a planned transition period. The decision to elevate Ortiz, an internal leader with deep experience in the bank’s finance and control functions, signals an emphasis on continuity in...
NYSE:SW
NYSE:SWPackaging

Does Smurfit Westrock (SW) Closing Quebec Capacity Reveal a Deeper Shift in Portfolio Strategy?

Smurfit Westrock Plc has reported its fourth-quarter and full-year 2025 results, with quarterly sales edging up to US$7,580 million while net income fell to US$97 million, and full-year sales rising to US$31.18 billion alongside net income of US$699 million. Alongside these results, the company moved to close a paper machine and related extrusion facility in Quebec, signaling an effort to streamline its solid bleached sulfate portfolio and sharpen the competitiveness of its paperboard...
NasdaqGS:BKNG
NasdaqGS:BKNGHospitality

A Look At Booking Holdings (BKNG) Valuation After Q4 Beat And First Ever Stock Split Announcement

Booking Holdings (BKNG) is back in focus after Q4 2025 earnings topped revenue and adjusted EPS expectations, and management unveiled the company’s first-ever 25-for-1 stock split, which is set for early April. See our latest analysis for Booking Holdings. The Q4 beat and stock split arrive after a choppy stretch, with a 1-day share price return of 1.73% set against a 30-day share price return decline of 20.04% and a year to date share price return decline of 23.41%. Even so, the 3-year total...
NasdaqGS:BCRX
NasdaqGS:BCRXBiotechs

Assessing BioCryst Pharmaceuticals (BCRX) Valuation After Recent Share Price Rebound

What recent performance says about BioCryst Pharmaceuticals (BCRX) BioCryst Pharmaceuticals (BCRX) has been trading in a tight range, with the stock near US$7.45 after a gain of about 10% over the past week and month, yet a roughly 10% decline over the past year. See our latest analysis for BioCryst Pharmaceuticals. For BioCryst Pharmaceuticals, the recent 10.2% 7 day share price return and 9.7% 30 day share price return contrast with a 10.1% 1 year total shareholder return decline, which may...
NasdaqGS:EBAY
NasdaqGS:EBAYMultiline Retail

Evaluating eBay (EBAY) After Mixed Short Term Moves And Strong One Year Returns

What eBay’s Recent Performance Tells You Right Now eBay (EBAY) has been back on investors’ radars after a mixed stretch, with the stock up 3.9% over the past week but showing a 5.9% decline over the past month. Over the past 3 months, eBay has delivered an 8.9% return, while its 1 year total return stands at 28.9%. Against that backdrop, investors are weighing how the company’s current valuation lines up with its fundamentals. See our latest analysis for eBay. At a share price of $88.07,...
NasdaqGS:ICFI
NasdaqGS:ICFIProfessional Services

Assessing ICF International (ICFI) Valuation After Expanded Southern California Edison Energy Efficiency Contract

ICF International (ICFI) recently secured a multi million dollar contract amendment from Southern California Edison, more than tripling its role in the utility's Agricultural Energy Efficiency Program and expanding its support for regional agricultural customers. See our latest analysis for ICF International. The contract news comes after a mixed stretch for investors, with a 30 day share price return showing an 18.61% decline, a 3.05% gain over 90 days, and a 20.57% drop in 1 year total...
NYSE:CHE
NYSE:CHEHealthcare

What Chemed (CHE)'s Bigger Buyback and 219th Straight Dividend Mean For Shareholders

Chemed Corporation recently declared a quarterly cash dividend of US$0.60 per share, payable on March 13, 2026, marking its 219th consecutive quarterly payout over 54 years as a public company. On the same day, Chemed increased its share repurchase authorization by US$300 million to US$3.05 billion, underscoring ongoing use of capital returns alongside its long-running dividend program. Next, we’ll examine how Chemed’s expanded US$3.05 billion buyback authorization shapes the company’s...
NasdaqGS:GTM
NasdaqGS:GTMInteractive Media and Services

Stronger Profits, New Buyback and Board Shift Might Change The Case For Investing In ZoomInfo (GTM)

In February 2026, ZoomInfo Technologies reported fourth-quarter and full-year 2025 results showing higher sales and net income, issued revenue guidance for the first quarter and full year 2026, adopted a new US$1.00 billion share repurchase program after completing US$797.88 million of prior buybacks, filed a US$100.68 million shelf registration for ESOP-related common stock, and appointed Owen Wurzbacher as Lead Independent Director. Together, these actions highlight stronger profitability,...
NasdaqGS:CHKP
NasdaqGS:CHKPSoftware

Is Check Point Software Technologies (CHKP) Pricing Reflect Recent Cybersecurity Sentiment Shift Accurately

If you have been wondering whether Check Point Software Technologies is priced attractively right now, you are not alone. This article will walk through what the current share price might be implying about its value. The stock last closed at US$159.04, with returns of a 7.3% decline over 7 days, a 12.2% decline over 30 days, a 12.1% decline year to date, but gains of 28.1% over 3 years and 44.3% over 5 years. This performance can change how investors think about both risk and...
NYSE:FCX
NYSE:FCXMetals and Mining

How Investors May Respond To Freeport-McMoRan (FCX) Securing Long-Term Grasberg Rights With Diluted Indonesian Stake

In February 2026, Freeport-McMoRan announced a Memorandum of Understanding with the Indonesian government to extend PT Freeport Indonesia’s Grasberg operating rights for the life of the resource, while committing to higher community support, increased exploration, and a future 12% ownership transfer to government interests at no cost in 2041. This framework reduces regulatory uncertainty around one of Freeport’s most important assets, but also locks in a lower long-term stake in its...
NasdaqGS:WWD
NasdaqGS:WWDAerospace & Defense

Assessing Woodward (WWD) Valuation After A Strong Multi‑Month Share Price Rally

Why Woodward is on investors’ radar right now Woodward (WWD) has attracted fresh attention after a strong run in its share price over the past month and past 3 months, prompting investors to reassess its current valuation and growth profile. See our latest analysis for Woodward. Beyond the recent surge, Woodward’s 30-day share price return of 20.49% and 90-day share price return of 50.87% sit alongside a 1-year total shareholder return of 114.23%. This suggests momentum has been building over...
NasdaqGS:WGS
NasdaqGS:WGSHealthcare

A Look At GeneDx Holdings (WGS) Valuation After Improved 2025 Results And Narrowed Loss

Why GeneDx’s latest earnings matter for shareholders GeneDx Holdings (WGS) just released its full year 2025 results, with revenue of US$427.54 million and a net loss of US$21.02 million, compared with a larger loss on lower revenue a year earlier. Loss per share from continuing operations was US$0.73 on both a basic and diluted basis, versus US$1.94 in the prior year. This change is likely to shape how investors reassess the stock. See our latest analysis for GeneDx Holdings. The earnings...
NasdaqCM:PLUG
NasdaqCM:PLUGElectrical

A Look At Plug Power (PLUG) Valuation As Lawsuits And DOE Loan Pivot Raise Funding Questions

Recent securities class action filings against Plug Power (PLUG) and several senior executives, tied to a proposed US$1.66b Department of Energy loan and six planned hydrogen plants, have pulled legal and funding risk into sharper focus. See our latest analysis for Plug Power. Those class action filings and the recent decision to double authorized shares have come alongside a weak 30 day share price return of a 25.2% decline and a year to date share price return of a 16.1% decline, even...
NYSE:S
NYSE:SSoftware

Assessing SentinelOne (S) Valuation After Recent Share Price Weakness

Why SentinelOne (S) is getting attention now SentinelOne (S) is back on many watchlists after recent trading left the cyber security stock with a negative 1 day move and declines over the past week, month, and past 3 months. See our latest analysis for SentinelOne. The recent 1 day share price return of 4.35% decline, combined with a 90 day share price return of 17.12% decline and a 1 year total shareholder return of 41.37% decline, points to fading momentum as investors reassess growth...
NYSE:RCL
NYSE:RCLHospitality

Royal Caribbean Cruises (RCL) Valuation Check After New Ships Board Appointment AI Push And Credit Upgrade

Royal Caribbean Cruises (RCL) is back in focus after appointing maritime veteran Christopher J. Wiernicki to its Board, alongside plans for new Discovery Class ships, AI driven efficiencies, and a recent Moody’s credit upgrade. See our latest analysis for Royal Caribbean Cruises. Those board and fleet moves come as Royal Caribbean’s share price trades at US$315.09, with a 1 month share price return of 10.13% and 90 day share price return of 23.29%. The 1 year total shareholder return of...
NYSE:DNOW
NYSE:DNOWTrade Distributors

DNOW (DNOW) Is Down 19.5% After Merger-Driven Earnings Miss And ERP Disruption - Has The Bull Case Changed?

DNOW Inc. reported fourth-quarter 2025 sales of US$959 million, up from US$571 million a year earlier, but swung from a US$23 million profit to a US$147 million net loss, contributing to a full-year 2025 loss of US$89 million despite higher annual sales. The results highlight the complex impact of DNOW’s November 2025 merger with MRC Global, where record full-year EBITDA of US$199 million and accelerated cost synergies coincided with ERP integration issues, a completed US$36.77 million...
NasdaqGS:CNDT
NasdaqGS:CNDTProfessional Services

Assessing Conduent (CNDT) Valuation After Insider Buying And EBITDA Margin Progress

Why insiders are buying Conduent stock after recent EBITDA progress Recent insider share purchases at Conduent (CNDT), including buying by the CEO and a director, have drawn attention as the company reports higher full year 2025 adjusted EBITDA and improved margins despite lower revenue. See our latest analysis for Conduent. The insider buying comes after a sharp move in the 1 day share price return of 11.19% and a 7 day gain of 3.58%, although the 1 year total shareholder return of 57.6% and...
NasdaqGS:CAI
NasdaqGS:CAIBiotechs

A Look At Caris Life Sciences (CAI) Valuation After Recent Share Price Weakness

Caris Life Sciences: Event Context and Recent Share Performance Caris Life Sciences (CAI) has drawn investor attention recently as its share price has moved from a last close of US$19.53 while posting negative returns over the past week, month, and past 3 months. See our latest analysis for Caris Life Sciences. The recent 1 day share price return of a 6.33% decline, alongside a 30 day share price return of a 21.88% decline and year to date share price return of a 27.61% decline, suggests...
NasdaqGS:DPZ
NasdaqGS:DPZHospitality

A Look At Domino’s Pizza (DPZ) Valuation After Dividend Increase And Ahead Of Upcoming Earnings Report

Domino's Pizza (DPZ) is back on investors’ radar after its board approved a 15% increase to the quarterly dividend, declaring a US$1.99 per share payout ahead of an upcoming earnings report. See our latest analysis for Domino's Pizza. At a share price of US$384.61, Domino's is coming off a weaker patch, with a year to date share price return of 9.56% and a 1 year total shareholder return of 15.49%. However, the 3 year total shareholder return of 34.99% and 5 year total shareholder return of...
NYSE:AZZ
NYSE:AZZBuilding

Is AZZ’s Margin-Focused Integration Push Altering The Investment Case For AZZ (AZZ)?

In recent months, AZZ Inc has drawn increased investor attention as its earnings hold up and its niche galvanizing and coil coating services continue to benefit from infrastructure and industrial demand in North America. This renewed focus has shifted the conversation toward AZZ’s efforts to improve margins, integrate past acquisitions, and accelerate free cash flow generation through debt reduction. With AZZ’s earnings resilience and margin improvement focus now in sharper view, we’ll...
NasdaqGM:AXSM
NasdaqGM:AXSMPharmaceuticals

Assessing Axsome Therapeutics (AXSM) Valuation After SUNOSI Patent Settlement With Alkem

Why Axsome’s SUNOSI patent settlement matters for AXSM stock Axsome Therapeutics (AXSM) has settled its SUNOSI patent dispute with Alkem Laboratories, giving Alkem rights to sell a generic version in the US starting in 2040, subject to regulatory approvals. See our latest analysis for Axsome Therapeutics. Axsome’s SUNOSI settlement lands just days before its earnings release on 23 February 2026, at a time when the share price is US$183.72 and recent returns have been mixed, with a 22.2% 90...
NasdaqCM:RCAT
NasdaqCM:RCATAerospace & Defense

Red Cat Innovation Day Showcases Defense Drones And Raises Execution Questions

Red Cat Holdings hosted its first Innovation Day, showcasing new military drone technologies, including a USV drone boat, through live demonstrations. The event highlighted the company’s growing focus on defense and government customers at a time of heightened global security concerns. Management also spotlighted expanding production capabilities, fresh orders from Asia Pacific allies, and increasing industry attention around its solutions. For investors watching NasdaqCM:RCAT, the news...
NYSE:SFL
NYSE:SFLOil and Gas

Does SFL’s Maintained Dividend Amid Net Losses Change The Bull Case For SFL (SFL)?

SFL Corporation Ltd. declared a quarterly cash dividend of US$0.20 per share, paid on or around March 30, 2026, to shareholders of record as of March 12, 2026, and also reported fourth-quarter 2025 revenue of US$175.51 million alongside a net loss of US$4.65 million. Despite reporting a full-year 2025 net loss of US$26.43 million, SFL sustained its US$0.20 dividend for an 88th consecutive payout, underlining management’s emphasis on ongoing cash returns. We will now examine how SFL’s...
NasdaqGS:ADP
NasdaqGS:ADPProfessional Services

How Strong Q2 Results and WorkForce Deal Integration May Impact Automatic Data Processing (ADP) Investors

In early February 2026, Automatic Data Processing reported solid fiscal Q2 results, citing broad-based strength across international markets, US enterprise clients, compliance services, and smaller business segments, while also highlighting early benefits from its October 2024 acquisition of WorkForce Software as its suite featured in several new deals. These results, coupled with ADP’s ongoing pivot beyond payroll into AI-enabled HR platforms, suggest its expanding product breadth is...