U.S. Electronic Equipment and Components Stock News

Teamsters Union has filed a lawsuit against United Parcel Service (NYSE:UPS) over the company’s Driver Choice Program. The union also submitted an emergency motion seeking to stop the program, alleging it violates the national labor agreement. The dispute centers on claims that UPS is using an unlawful driver buyout effort and dealing directly with union represented employees. UPS operates one of the largest package delivery and logistics networks in the world, with a unionized workforce...

In late January 2026, Hertz Global Holdings participated in the Perform 2026 conference, where Sr. Director of IT Service Management Jason Trespalacios outlined the company’s current technology and service management approach. This appearance coincided with commentary that Hertz’s fleet and balance sheet pressures had eased and cash flow and EBITDA had become more stable, supporting a more constructive business outlook. We’ll now examine how this improving cash flow profile and operational...

Recent performance puts CoStar Group in focus CoStar Group (CSGP) has drawn attention after a one-month return of about a 13% decline and a three-month slide of roughly a 26% decline, with shares recently closing at US$50.96. See our latest analysis for CoStar Group. That recent one month share price return of about a 13% decline sits within a broader weak patch, with the year to date share price return at a 22.42% decline and the one year total shareholder return at a 33.79% decline,...

Ford Motor (F) is in focus after deciding against an all electric F-150 and recording a one time $19.5 billion charge tied to its EV pivot, just as it heads into closely watched earnings. See our latest analysis for Ford Motor. At a share price of $13.59, Ford has had a softer recent patch, with a 30 day share price return of 4.3% and a 7 day share price return of 1.6%. The upcoming earnings release, the recent dividend affirmation and the launch of the new Ford Energy battery storage unit...

Wix.com (NasdaqGS:WIX) approved a securities buyback program of up to $2b. The company announced the acquisition of Base44 to bring conversational AI-driven website creation into its platform. Both moves were disclosed recently as Wix looks to refine its capital allocation and product offering. Wix.com, trading at $76.24, is taking these steps after a stretch of weak share performance, with the stock down 8.3% over the past week, 20.5% over the past month, and 24.5% year to date. Over...

If you are looking at Union Pacific and wondering whether the current share price lines up with its underlying value, you are not alone. The stock last closed at US$254.34, with returns of 8.1% over 7 days, 11.3% over 30 days, 9.7% year to date, 6.6% over 1 year, 32.4% over 3 years and 33.4% over 5 years. This gives plenty of data points for anyone thinking about risk and opportunity. Recent coverage has focused on Union Pacific as a core North American rail operator and on how rail volumes,...

Andersons (ANDE) is back on investors’ radar after fresh analyst coverage, along with new capital projects in ethanol production and export capacity, putting the company’s growth plans under closer market scrutiny. See our latest analysis for Andersons. Those ethanol and export investments, combined with the fresh analyst coverage, appear to be feeding into stronger momentum. The 30-day share price return is 22.82%, and the 1-year total shareholder return is 68.39%, pointing to growing...

Recent attention on Hillary Super, the first female CEO since Victoria's Secret (VSCO) separated from L Brands in 2021, has put the retailer's turnaround plan and brand revamp squarely in focus for investors. See our latest analysis for Victoria's Secret. At a share price of $61.80, Victoria's Secret has seen a 76.72% 90 day share price return and an 88.41% 1 year total shareholder return, which suggests momentum has recently picked up around Hillary Super's turnaround messaging and brand...

If you are wondering whether Vistra's recent share price gives you a fair entry point or not, this article walks through what the current valuation actually looks like. Vistra closed at US$152.97, with the share price showing a 0.8% decline over the last 7 days, an 8.1% decline over 30 days, a 7.4% decline year to date, and a very large gain over 3 and 5 years, close to 6x and 7x respectively. These moves come as Vistra remains in focus among US utilities, with investors weighing its role in...

Earlier this month, Equity Residential reported its fourth-quarter and full-year 2025 results, showing higher annual sales of US$3.09 billion and net income of US$1.12 billion, and issued 2026 EPS guidance of US$1.44–US$1.56. The company also highlighted progress on its long-running share repurchase program and a plan to recycle capital by selling lower-return, non-core assets while maintaining high occupancy and low resident turnover. Next, we will explore how the 2026 earnings guidance and...

In its latest quarterly update, United Natural Foods reported solid results that reassured investors even as revenue growth has been sluggish and earnings per share have been under pressure. The market reaction highlights a tension between confidence in the recent operational performance and ongoing concern about the company’s sizeable debt load and related financial risk. We’ll now examine how these strong quarterly results, set against United Natural Foods’ elevated debt levels, shape...

In early February 2026, Extreme Networks, Inc. announced the availability of E-Rate-eligible networking solutions for K-12 schools and libraries, including its AI-powered Extreme Platform ONE™, Wi-Fi 7 access points, automated fabric, and education-focused switches. By pairing AI-driven network management with E-Rate funding eligibility and tailored support tools, Extreme is targeting the specific operational and budget constraints faced by K-12 districts and public libraries. Next, we’ll...

PayPal Holdings (PYPL) is back in focus after a weaker than expected fourth quarter and a leadership shake up, with Enrique Lores set to become CEO on March 1, 2026. See our latest analysis for PayPal Holdings. The sharp reset in sentiment has been clear in the numbers, with a 7 day share price return of 21.36% decline and a 30 day share price return of 28.63% decline, while the 1 year total shareholder return is 47.28% decline. This points to fading momentum despite product partnerships and...

BlackLine recently disclosed that activist investor Engaged Capital has formally nominated three director candidates for election to the company’s board at the 2026 annual meeting, while the board’s Nominating and Corporate Governance Committee reviews the nominees and reiterates that no immediate shareholder action is needed. The move brings Engaged Capital’s push to evaluate “all strategic options” into sharper focus, particularly with three board seats, including founder Therese Tucker’s,...

Recently, Baxter International cut its quarterly dividend from US$0.17 per share to a token US$0.01, signaling a major shift in capital allocation and disappointing many income-focused shareholders. This reduction gives the company more financial flexibility to address its operational challenges, potentially reshaping its appeal toward turnaround and value-oriented investors. Next, we’ll examine how this dividend cut and the company’s push for greater financial flexibility are reshaping...

Seagate Technology Holdings (STX) is back in focus after reporting second quarter results that detail sales of US$2,825 million and net income of US$593 million, alongside fresh revenue guidance for the coming quarter. See our latest analysis for Seagate Technology Holdings. At a share price of US$425.00, Seagate has seen short term softness, with a 1 day share price return of 1.01% decline and a 7 day share price return of 1.84% decline. However, recent earnings, dividend affirmation and the...

Why Oshkosh (OSK) is Getting Attention Now Oshkosh (OSK) has been drawing fresh interest as its shares recently closed at $172.52, with gains over the past week, month, and past 3 months prompting investors to reassess the stock’s current pricing. See our latest analysis for Oshkosh. The recent 15.4% 7 day share price return and 38.6% 90 day share price return add to a year to date share price return of 30.5%. The 1 year total shareholder return of 59.3% and 3 year total shareholder return of...

Gilat Satellite Networks secured an order of more than $10 million for its Wavestream Powerstream Ka solid state power amplifiers, supporting ground infrastructure for a leading LEO satellite constellation. The company also received a recent multimillion order for its Sidewinder electronically steered antenna platform from a global avionics company, tied to inflight connectivity solutions. For investors watching NasdaqGS:GILT, these contract wins come with the share price at $19.27 and a...

Nuvation Bio (NUVB) shares are in focus after the company advanced its SIGMA trial of safusidenib to Phase 3, expanding patient eligibility and enrollment in high risk IDH1-mutant glioma maintenance treatment. See our latest analysis for Nuvation Bio. The SIGMA trial update lands after a sharp 30 day share price return of around a 30% decline and a year to date share price return of a 34% decline, even though the 1 year total shareholder return is very large and the 3 year total shareholder...

If you are wondering whether Photronics at US$37.54 is still reasonably priced after a strong run, you are not alone. The stock has returned 4.0% over the past week, 12.6% over the last 30 days, 12.4% year to date, 65.2% over 1 year, and 105.4% over 3 years, with a 5 year return of 182.9%. That naturally raises questions about what is already priced in and how much risk you are taking on at current levels. Recent attention on Photronics has focused on its position within the semiconductor...

Criteo recently launched its Agentic Commerce Recommendation Service, a commerce-grade AI engine that connects shopping assistants to merchants’ inventories using its commerce intelligence built on data from 720 million daily shoppers, US$1 trillion in annual transactions, and 4.50 billion product SKUs. The move signals Criteo’s push to sit at the center of AI-powered retail experiences, offering retailers and language model platforms a way to serve curated, transaction-ready product...

Dollar General (NYSE:DG) has appointed David P. Rowland as its new chairman of the board. Long-time board director Warren F. Bryant is set to retire from the board. The changes reflect a transition in board leadership and governance oversight at the company. For you as an investor, board level shifts at a large discount retailer like Dollar General matter because they often shape how management sets priorities. The company operates in a segment where value focused shoppers and store...

AT&T (NYSE:T) has entered into a major partnership with Amazon Web Services and Amazon Leo to modernize U.S. connectivity using cloud, AI, and satellite supported solutions. The company has closed its acquisition of Lumen's mass markets fiber business, extending its fiber network reach to additional U.S. households and communities. Together, these moves aim to expand broadband access, including in underserved areas, and strengthen AT&T's role in national telecom infrastructure. AT&T, a core...

Merck (NYSE:MRK) has entered a collaboration with Calla Lily Clinical Care to develop a novel intravaginal drug delivery platform using the Callavid device. Health Canada has approved Merck’s ENFLONSIA (clesrovimab), an RSV prevention therapy for infants, expanding the company’s reach in pediatric respiratory care. For investors watching Merck’s mix of businesses, these developments sit outside the company’s oncology focus and add more weight to its broader pharmaceutical portfolio. The...