U.S. Electronic Equipment and Components Stock News

Ichor Holdings (ICHR) is drawing fresh attention after reporting strong Q4 results, issuing upbeat guidance for 2026, and receiving several analyst upgrades that highlight revenue growth projections and expected margin improvements under new leadership. See our latest analysis for Ichor Holdings. That Q4 beat and upbeat 2026 commentary come on top of powerful momentum in the share price, with a 30 day share price return of 62.60% and a year to date share price return of 150.32%. The 1 year...

Sherwin-Williams (SHW) caught investor attention after its Board approved a regular quarterly dividend of $0.80 per share, extending a 47 year streak of annual dividend increases, supported by record consolidated sales. See our latest analysis for Sherwin-Williams. The latest dividend decision lands as Sherwin-Williams shares trade at $364.27, with an 11.11% year to date share price return and a 68.18% three year total shareholder return, suggesting longer term momentum has been stronger than...

Arcutis Biotherapeutics (ARQT) has drawn investor attention after recent share price moves, with the stock showing mixed short term returns and a strong 1 year total return. This has prompted closer scrutiny of its dermatology focused pipeline. See our latest analysis for Arcutis Biotherapeutics. The latest move to a US$26.31 share price follows a mixed pattern, with a 3.5% 1 day share price return and a 90 day share price decline of about 14%, set against a 1 year total shareholder return of...

On 17 February 2026, Lam Research opened a new 9,200 sq. ft. office in Boise, Idaho, initially housing about 150 staff to support collaborative research, development and high-volume manufacturing of Micron Technology’s memory chips. This expansion deepens Lam’s three-decade presence in Boise and tightens its integration with a major memory customer at a time when AI-related chip demand is reshaping equipment requirements across global fabs. Next, we’ll examine how this Boise expansion and...

In February 2026, Amgen Inc. issued and sold US$4.00 billion of fixed-rate senior unsecured notes maturing between 2031 and 2056, with coupons ranging from 4.200% to 5.650% and net proceeds of about US$3.96 billion to support its corporate financing needs. This large, multi-tranche bond deal, alongside the recent European Commission approval of UPLIZNA for generalized myasthenia gravis, highlights how Amgen is pairing balance-sheet funding with expansion of its rare autoimmune...

Atlassian (NasdaqGS:TEAM) has appointed James Chuong, former LinkedIn Chief Financial Officer, as its new CFO. Chuong brings experience from LinkedIn and investment banking into Atlassian's finance leadership role. The appointment signals a leadership transition at an important moment for Atlassian's growth and scaling efforts. Atlassian is best known for its collaboration and workflow tools such as Jira and Confluence, which are widely used by software teams and knowledge workers. The...

Martin Marietta Materials (MLM) is back in focus after its latest earnings update, where full year earnings from continuing operations declined as the Midlothian cement business moved into discontinued operations, even as 2026 guidance underpins cautious optimism. See our latest analysis for Martin Marietta Materials. The latest earnings release, new 2026 guidance, executive appointment and dividend affirmation come against a backdrop of steady gains. A 30 day share price return of 5.25% and...

Bunge Global recently reported past quarterly results showing revenue growth of very large year on year, beating analyst expectations while also completing the transformational Viterra combination and advancing major growth projects. Despite missing full-year EPS guidance and gross margin estimates, the company’s integration of Viterra and focus on renewable feedstocks and plant-based ingredients appear central to its evolving business mix. Next, we’ll examine how this strong revenue...

Graham Holdings (GHC) has been drawing attention after recent share price moves, including a 1 day decline and mixed returns over the past month and past 3 months. These developments are prompting investors to reassess this diversified holding company. See our latest analysis for Graham Holdings. At a share price of US$1,069.64, Graham Holdings has seen pressure in the short term, with a 30 day share price return of an 8.74% decline. Longer term performance, reflected in an 18.24% 1 year...

Amer Sports (AS) is back in focus after a cluster of upbeat analyst reports, a planned US$80 million debt redemption, and the countdown to its fourth quarter and full year 2025 results on February 24, 2026. See our latest analysis for Amer Sports. The recent flurry of upbeat analyst coverage and the all time high of US$42.42 have come alongside a 30 day share price return of 7.34% and a 1 year total shareholder return of 41.57%. This suggests momentum has been building into the Q4 and full...

If you are wondering whether Global Payments is starting to look like value, you are not alone. The stock has attracted fresh attention from investors asking if the current price still reflects its long term potential. After a strong 7 day return of 16.1% to US$79.49, recent performance over 30 days at 5.7% and year to date at 5.2% sits against a much softer picture over longer periods, with 1 year, 3 year and 5 year returns of 22.5%, 27.9% and 58.9% declines respectively. Recent headlines...

Why Expedia Group (EXPE) is drawing fresh attention Expedia Group (EXPE) is back in focus after a stretch of weak share performance, with the stock showing declines over the past week, month, past 3 months and year to date, prompting renewed interest in its fundamentals. See our latest analysis for Expedia Group. The latest share price of $188.51 comes after a sharp short term pullback, with a 30 day share price return of a 30.48% decline. However, the 3 year total shareholder return of...

Paramount Skydance (NasdaqGS:PSKY) has increased its efforts to acquire Warner Bros. Discovery, updating its bid with extra protections for Warner Bros. shareholders. The latest offer includes a ticking fee to compensate shareholders if regulatory approvals take longer than expected. The proposal also introduces a sizable termination fee, outlining compensation terms if the deal does not close. Expiration of the U.S. antitrust waiting period and progress with overseas regulators have removed...

Faruqi & Faruqi, LLP has begun investigating McKesson’s Board over potential fiduciary breaches tied to the 2013 Stock Plan and its recommendation to issue 30,000,000 additional shares, raising concerns about the impact on existing shareholders. This scrutiny focuses attention on how governance decisions around equity issuance could affect ownership stakes and the company’s long-term capital allocation approach. We’ll now examine how concerns about substantial share issuance and potential...

What recent performance says about Alexandria Real Estate Equities Alexandria Real Estate Equities (ARE) has drawn fresh attention after a mixed stretch in the stock, with a small gain over the past week, a decline over the past month, and a modest rise across the past 3 months. See our latest analysis for Alexandria Real Estate Equities. That recent mix of short term gains and a softer 30 day share price return of 9.95% sits against a year to date share price return of 9.76%. At the same...

If you are wondering whether SBA Communications is attractively priced or still looks expensive at around US$199.64, starting with a clear view of its valuation can help you frame the opportunity and the risks. The stock has been relatively flat over the last week with a 0.6% decline, while the 30 day return sits at 6.7% and the 1 year return at a 4.3% decline. Some investors may see this as a reset after a 19.0% decline over 3 years and a 13.6% decline over 5 years. Recent coverage has...

Genesis Energy, L.P. recently expanded its previously announced cash tender offer for 7.750% senior notes due 2028, moving from a US$490 million cap to an “any and all” structure, funded by new senior unsecured notes due 2034 and other fixed-income financing completed in February 2026. This combination of a broadened bond buyback and fresh longer-dated debt issuance highlights an assertive approach to reshaping Genesis Energy’s capital structure and managing upcoming maturities. We’ll now...

Apple (AAPL) is back in focus after record fiscal Q1 2026 results, strong iPhone demand, and growing services revenue, paired with fresh AI product plans and moves to reshore parts of its supply chain. See our latest analysis for Apple. Apple’s recent AI announcements, reshoring efforts and record Q1 results appear to have supported a 7.31% 1 month share price return, even though the year to date share price return is slightly negative and the 5 year total shareholder return of 113.86% points...

In February 2026, investors were reminded that a securities class action alleges NuScale Power misled the market about its exclusive commercialization partner ENTRA1 Energy, including ENTRA1’s limited nuclear project experience and NuScale’s large payment of about US$495 million tied to the Tennessee Valley Authority agreement, which materially inflated expenses and losses in 2025. The lawsuit raises pointed questions about NuScale’s judgment in outsourcing commercialization to an...

Spotify Technology (NYSE:SPOT) is back in focus after its latest earnings release, where the company reported quarterly and full year results, issued fresh guidance, and updated investors on its ongoing share repurchase activity. See our latest analysis for Spotify Technology. After these earnings and guidance updates, Spotify's 1-day share price return of 4.64% and 30-day share price return of 8.84% sit within a wider trend where the year to date share price return is 18.64%, while the 3...

Renewed scrutiny has emerged over Apollo Global Management's (NYSE:APO) historical ties to Jeffrey Epstein, with fresh documents implicating both former and current executives. Newly surfaced records indicate current CEO Marc Rowan met with Epstein years after his conviction, alongside claims that Apollo executives discussed tax arrangements with him despite earlier denials. Major institutional clients are reported to be urging a Securities and Exchange Commission investigation, while social...

If you are wondering whether Euronet Worldwide's current share price still reflects its true worth, you are not alone. This article is built to help you assess that question clearly. The stock last closed at US$70.53, with a 3.8% return over the past 7 days, but longer term returns sit at a 4.8% decline year to date and a 30.7% decline over the past year. This may have changed how some investors view its risk and potential. Recent coverage of Euronet Worldwide has focused on its position...

Evercore (EVR) is back in focus after the firm named Ben Hart as senior managing director and head of Asia Private Capital Advisory, a move tied to its wider geographic and advisory build out. See our latest analysis for Evercore. The appointment of Hart comes at a time when Evercore’s share price has faced a 15.67% 30 day decline and a 13.10% year to date share price return, even as its 1 year and 5 year total shareholder returns of 25.81% and 167.40% point to longer term momentum that has...

PPL Corporation (NYSE:PPL) announced a public offering of 20 million equity units. Each equity unit combines a stock purchase contract with an interest in remarketable senior notes. The transaction is structured as a capital markets offering to raise funding for the company. PPL is a regulated utility holding company focused on electricity, an area that continues to attract investor attention because of its link to essential services and long term infrastructure investment. For shareholders...