U.S. Electronic Equipment and Components Stock News

Arlo Technologies delivered third-quarter earnings that surprised to the upside, marking a return to profitability from a net loss last year. Revenue saw a slight increase. However, future guidance has left some investors cautious. See our latest analysis for Arlo Technologies. After a standout turnaround quarter and a strong run earlier in the year, Arlo Technologies' share price has recently cooled, with a 1-month share price return of -19.38%. The bigger picture remains impressive, with a...

Waystar Holding recently reported strong third-quarter results, highlighting double-digit growth driven by increased transaction volume, new client wins, and broadening adoption of its AI-powered claims denial solutions. Management noted that the integration and cross-selling of Iodine Software played a significant role in surpassing consensus expectations and prompted an upward revision of full-year guidance. Next, we’ll explore how rising adoption of AI-driven claims denial tools may...

Wondering if Coca-Cola is a bargain or if there's value hiding in plain sight? You're not alone. Lots of investors are eager to know whether now is the right time to buy in. The stock has been making quiet but steady gains, up 0.9% over the past week, 4.0% in the past month, and boasting an impressive 15.1% return year-to-date. Recent headlines have spotlighted Coca-Cola's ongoing international expansion and innovative product launches, which have helped fuel its recent...

Robinhood Markets (HOOD) recently reported a surge in year-over-year revenue and net income, fueled by heightened trading activity and deeper customer engagement across equities, options, and crypto. Investors are paying close attention because these numbers reflect broad momentum. See our latest analysis for Robinhood Markets. Robinhood’s stock has experienced breakout momentum, with the share price rising dramatically over the past year, climbing more than 200% year-to-date and delivering a...

Wondering if Exxon Mobil is trading at an attractive price, or if you've missed the boat? Let's dig into what makes this stock's valuation worth a closer look. Exxon Mobil's share price has shown steady traction, ticking up 6.3% over the last month and delivering a solid 11.2% gain year-to-date. The one-year return sits at just 2.8%. These moves come on the back of the company's recent expansion into carbon capture partnerships and strategic investments in low-carbon projects. Some investors...

ATI (ATI) received an upgrade from a KeyBanc analyst after the company’s recent performance showed core EBITDA margins tracking in line with its 2027 goals. Strong growth in aerospace and defense sales, along with rising interest in its materials portfolio, helped drive the move. See our latest analysis for ATI. ATI’s upgraded outlook has added to the stock’s momentum, with a recent surge bringing the 30-day share price return to 23.7 percent and year-to-date gains above 80 percent. Investors...

Wondering whether General Motors is trading at an attractive price or if the rally has already run its course? You are not alone, as many investors are keeping a close eye on where GM’s true value lies in today’s market. The stock has delivered a 20.8% gain in the past month alone, now up 37.3% year-to-date and an impressive 26.7% for the last year. This shows strong momentum with only minor pauses along the way. Market sentiment has shifted after GM announced new partnerships in electric...

Perimeter Solutions (PRM) is making moves to offset industry challenges by cutting operating costs and expanding its fire prevention business. The company’s strong buy rating and earnings outlook are starting to draw fresh investor interest. See our latest analysis for Perimeter Solutions. Momentum has clearly picked up for Perimeter Solutions. After trailing flatly for much of early 2024, investors have driven the share price up 99.6% year-to-date and delivered a total shareholder return of...

Wondering if SoFi Technologies is a deal in today’s market? You’re not alone, especially with so much buzz about its long-term potential and how “expensive” or “undervalued” it really is. After soaring a staggering 104.1% over the past year, SoFi’s stock has caught a lot of attention, and even its 96.9% year-to-date run shows just how quickly perception can shift. Recent headlines about SoFi breaking into new services, partnerships with major names, and changes in the fintech landscape have...

Oruka Therapeutics (ORKA) stock is catching investor attention after the company shared promising Phase 1 results for ORKA-001, suggesting the potential for annual dosing in psoriasis and longer remission. The completion of new financing also strengthens its balance sheet for upcoming trials. See our latest analysis for Oruka Therapeutics. Momentum in Oruka Therapeutics stock has clearly accelerated as fresh trial data and new financing caught investors’ attention. The share price is up an...

Cigna Group (CI) shares have moved recently, inviting fresh interest from investors reviewing the company’s latest performance metrics. The stock is showing a nearly 10% pullback over the past month, which has shifted attention to its current valuation. See our latest analysis for Cigna Group. While Cigna Group’s share price has slid nearly 10% over the past month, this drop follows several quarters of steady gains and an earlier run of upbeat sentiment. Although momentum has cooled recently,...

Pagaya Technologies (NasdaqCM:PGY) shares came into focus after the company posted a noticeable turnaround in its third quarter, including higher revenue and net income year over year. The company also raised its outlook for the rest of 2025, signaling confidence in ongoing growth. See our latest analysis for Pagaya Technologies. Peppered with upgraded forecasts and a sharp swing into profitability, Pagaya Technologies has captured investor attention despite some recent volatility. While the...

In a recent decision, the Oklahoma Corporation Commission denied OG&E’s request to recover Construction Work in Progress (CWIP) costs from customers for new gas-powered units at the Horseshoe Lake Power Plant, while still approving the construction and related capacity agreements. This regulatory outcome means OG&E must proceed with its new project without passing upfront financing expenses to customers, adding potential challenges for cost recovery and financial planning. We'll assess how...

Innoviva (INVA) grabbed attention after reporting a jump in both revenue and net income for the third quarter. The company also announced a $125 million share repurchase program that could impact shareholder value moving forward. See our latest analysis for Innoviva. Shares of Innoviva have shown renewed momentum lately, with a 28.8% 1-month share price return and the stock now trading at $22.25. This surge follows not only the strong earnings and fresh buyback announcement but also builds on...

Brink's (NYSE:BCO) is drawing attention after posting stronger third quarter sales and net income. The company also unveiled new revenue guidance and highlighted ongoing share repurchases and strategic acquisition plans. Investors are watching for long-term compounding potential. See our latest analysis for Brink's. Brink's shares have steadily gained momentum this year, with a year-to-date share price return of 20.6% and a 1-year total shareholder return of 23.3%. This upward trajectory has...

Walt Disney (DIS) shares have been under pressure lately, with the stock declining over the past month and past 3 months. Investors are weighing company fundamentals, recent performance, and broader market sentiment for clues on what is next. See our latest analysis for Walt Disney. Walt Disney’s share price has been slipping, with a 5.74% decline over the past week alone, adding to a 9% slide in the past three months. Despite moments of renewed optimism tied to its studio releases and...

Earlier this year, several law firms announced class action lawsuits against Marex Group plc after a research report accused the company of engaging in a multi-year accounting scheme involving off-balance-sheet entities and misleading financial disclosures, sparking regulatory and investor scrutiny. Despite reporting an increase in net income to US$222.4 million for the first nine months of 2025 and affirming its quarterly dividend, Marex now faces heightened governance, financial, and legal...

Vaxcyte, Inc. recently reported its third quarter and nine-month 2025 earnings, revealing a net loss of US$212.83 million for the quarter and US$520.12 million for the year to date, both considerably higher than the previous year’s losses. The increased loss per share may draw attention to the company’s spending pace as it continues to invest in pipeline and development activities. We'll examine how Vaxcyte's wider quarterly loss shapes investor perspectives on its path to future...

Sabine Royalty Trust (SBR) just reported a jump in quarterly revenue and net income from a year ago, signaling improved performance. Alongside these results, management also announced new oil and gas production numbers as well as a fresh cash distribution. See our latest analysis for Sabine Royalty Trust. The recent uptick in Sabine Royalty Trust’s share price, now at $79.07, reflects growing investor confidence after a wave of positive updates. Not only has the company posted stronger...

Welltower (WELL) shares have seen impressive momentum in recent weeks, as investors weigh the company’s double-digit annual revenue and net income growth. This uptick comes as renewed interest grows in healthcare-focused real estate strategies. See our latest analysis for Welltower. Welltower’s share price has surged more than 10% over the past month and is up an impressive 55% year-to-date, signaling renewed optimism among investors. With a remarkable 43.95% total shareholder return over the...

Curious if Warner Bros. Discovery is still a value play, or if the market is already onto its next blockbuster? Let's dig into where the stock might stand now. Shares have soared recently, climbing 26.6% over the last month and an eye-popping 143.2% in the past year. This signals renewed confidence and big expectations. Media headlines have spotlighted Warner Bros. Discovery's major streaming deals and content partnerships, painting a picture of a company making big moves in both digital and...

Universal Display Corporation recently announced its third quarter 2025 financial results, reporting revenue of US$139.61 million and net income of US$44.03 million, both lower than the same quarter last year, along with a revision to the lower end of its full-year revenue guidance. An important consideration is that management attributed the softer performance to customer order timing, macroeconomic uncertainty, and an out-of-period royalty and license fee adjustment impacting this...

UFP Industries (UFPI) is drawing attention after its Edge division’s EvoTrim product was recognized with a Good Housekeeping 2026 Home Reno Award. This recognition highlights EvoTrim’s design focus on durability and innovation in exterior building materials. See our latest analysis for UFP Industries. Even with strong moves like the EvoTrim award win, UFP Industries’ momentum has cooled lately, as seen in its 1-year total shareholder return of -29.07%. However, long-term holders have still...

Shares of Alibaba Group Holding (NYSE:BABA) came under pressure after a White House national security memo alleged the company provided the Chinese government, including the military, access to customer data and AI-related services. The company has strongly denied these claims, but the controversy has prompted heightened scrutiny and has weighed on investor sentiment this week. See our latest analysis for Alibaba Group Holding. Just as Alibaba was generating buzz for its bold AI revamp and...