U.S. Electronic Equipment and Components Stock News

Gilead Sciences and Kite are highlighting new late stage HIV and CAR T cell therapy data, along with regulatory updates, at upcoming medical meetings in 2026. Gilead Sciences plans to present Phase 3 results for a new single tablet HIV regimen and updates on HIV cure research at CROI 2026. Kite received an FDA label update for Yescarta that removes a key limitation of use in relapsed or refractory primary central nervous system lymphoma, expanding eligible patients for this CAR T cell...

If you are wondering whether ONEOK’s current share price fairly reflects its underlying value, you are not alone. This article is built to help you connect the recent price action with the fundamentals. ONEOK closed at US$86.11, with returns of 3.2% over the past week, 15.7% over the last 30 days, 15.8% year to date and a 7.8% decline over the past year, alongside longer term returns of 52.4% over 3 years and 150.4% over 5 years. Recent news coverage around ONEOK has focused on its role as a...

Advance Auto Parts recently reported fourth-quarter 2025 results showing US$1,973 million in sales and a return to profitability with US$6 million in net income, alongside improved margins and positive comparable sales growth. The company paired this earnings recovery with 2026 guidance for US$8,485 million to US$8,575 million in net sales and affirmed a regular US$0.25 per-share dividend, underscoring its ongoing turnaround and capital-return plans. We’ll now examine how this earnings...

If you are wondering whether SoFi Technologies at around US$19.61 is a bargain or already pricing in a lot of optimism, you are not alone. The stock has had a mixed run, with a 7.4% decline over the past week, a 25.0% decline over the past month, and a 28.6% decline year to date, while still showing a 16.5% return over the past year and a very large 3 year gain alongside a 2.5% decline over 5 years. These swings have kept SoFi on many watchlists, as investors reassess what they are willing...

Annaly Capital Management (NYSE:NLY) has declared quarterly preferred stock dividends for Q1 2026. The announcement covers multiple preferred series, with payments scheduled according to each series' terms. The decision directly affects preferred shareholders who rely on regular income distributions. Annaly Capital Management is a large mortgage real estate investment trust focused on owning and financing mortgage assets. For income focused investors, preferred shares of mortgage REITs sit...

Exxon Mobil (XOM) is in focus after reporting its highest production in more than four decades, with record volumes from the Permian Basin and offshore Guyana, alongside sizable structural cost savings versus international peers. See our latest analysis for Exxon Mobil. The recent production records come after a strong run in the share price, with a 30 day share price return of 14.29% and a 90 day gain of 26.50%. The 1 year total shareholder return of 39.41% and 5 year total shareholder...

In early February 2026, Eaton Corporation entered into a senior unsecured delayed draw term loan facility of up to US$8.00 billion maturing on December 31, 2026, while also reporting fourth-quarter 2025 sales of US$7,055 million and net income of US$1,132 million, alongside full-year 2025 sales of US$27,448 million and net income of US$4,087 million. The company coupled these past results with 2026 guidance calling for mid‑single‑digit to high‑single‑digit organic growth and higher earnings...

In early February 2026, Chilwa Minerals Limited announced it had appointed Bank of New York Mellon as depositary bank for a sponsored ADR program, a key step as Chilwa advances toward a planned Nasdaq listing and seeks broader access to U.S. capital markets. This move reinforces BNY’s role at the center of cross-border capital flows by using its ADR infrastructure to connect overseas issuers with U.S. investors. We’ll now examine how BNY’s expanding ADR role for issuers like Chilwa Minerals...

Crocs (CROX) has jumped back onto investors’ radar after fourth quarter earnings and revenue exceeded analyst expectations, sparking a sharp share price move and renewed interest in the footwear maker. See our latest analysis for Crocs. Despite a 22.4% 90 day share price return and a 16.6% 30 day share price return up to the latest close of $96.88, Crocs’ 1 year total shareholder return of 9.8% decline and 3 year total shareholder return of 18.4% decline suggest that recent momentum follows a...

If you are wondering whether Fluor's current share price gives you good value, this article walks through what the numbers say about the stock and how to interpret them. Fluor recently closed at US$45.48, with returns of 3.4% over the last 30 days, 9.1% year to date and 14.4% over the past year, while the last 7 days saw a 5.5% decline. Recent news around Fluor has focused on its role as a major engineering and construction group and how investors view its project pipeline and sector...

Arcellx announced that a late-breaking abstract on its BCMA-directed CAR T therapy anitocabtagene autoleucel (anito-cel), featuring its novel D-Domain binder, was accepted and presented at the 2026 Tandem Meetings, highlighting preclinical data in relapsed or refractory multiple myeloma. The preclinical poster suggested that the compact D-Domain binder avoided tonic signaling and off-target activity seen with some other BCMA CAR constructs, potentially pointing to a differentiated safety...

If you are wondering whether Nutanix at around US$41.76 is a bargain or a value trap, you are not alone. This article is here to walk you through what the current price might be telling you. The stock has had a mixed run, with a 0.3% decline over the last week, an 8.7% decline over the past month, a 17.5% decline year to date, but returns of 50.1% over 3 years and 30.6% over 5 years that may still catch the eye of longer term investors. Recent coverage has focused on Nutanix as a key player...

In recent weeks, Invesco reported revenue growth of 8.8% year on year, surpassing analyst expectations on revenue, EBITDA, and EPS while continuing to emphasize ETFs, digital initiatives, and private markets as key business areas. At the same time, Invesco has drawn attention with a dividend yield above its industry average, a history of dividend increases, and internal commentary highlighting opportunities in discounted UK equities and sector-focused ETFs. We’ll now examine how Invesco’s...

Ball (BALL) has been in focus after reporting fourth quarter and full year 2025 results alongside fresh 2026 guidance, combining detailed earnings figures with a projection for comparable diluted EPS growth of more than 10%. See our latest analysis for Ball. The recent earnings beat and 2026 guidance have arrived after a strong run in the share price, with a 30 day share price return of 19.99% and a 90 day share price return of 41.45%. The 1 year total shareholder return of 37.08% contrasts...

If you are wondering whether Norwegian Cruise Line Holdings is priced attractively right now, this article walks through what the current share price might imply about its value. The stock closed at US$21.49 recently, with a 7 day return of an 8.8% decline, a 30 day return of a 2.4% decline, a year to date return of a 5.7% decline and a 1 year return of a 21% decline, compared with a 3 year return of 26.6% and a 5 year return of a 24.9% decline. Recent headlines around Norwegian Cruise Line...

Williams Companies (WMB) is back in focus after reporting full year 2025 results. The company highlighted higher revenue and net income, a 5% dividend increase for 2026, and guidance that came in ahead of Wall Street expectations. See our latest analysis for Williams Companies. WMB's recent earnings and dividend update have arrived alongside a sharp pick up in momentum, with a 17.43% 1 month share price return and a 29.38% 1 year total shareholder return suggesting stronger investor...

If you are wondering whether General Electric's share price still makes sense after a strong run, this article is here to help you unpack what that price might be implying about value today. GE closed at US$315.41, with returns of 51.0% over 1 year and a very large gain over 3 years, while the last 7 days, 30 days and year to date show modest pullbacks of 0.3%, 3.0% and 1.7% respectively. Recent news around General Electric has mainly focused on its ongoing position in the capital goods...

User interest in KKR (KKR) has picked up after a director bought 50,000 shares and the firm used a major conference to highlight record assets under management and its Arctos acquisition plans. See our latest analysis for KKR. The recent insider purchase and focus on record assets under management come after a sharp reset in the share price, with a 30 day share price return of 22.59% decline and a year to date share price return of 21.08% decline, even though the 3 year total shareholder...

Samsara (IOT) is back in the spotlight after unveiling Samsara Coach, an AI-powered driver coaching tool introduced through a Super Bowl LX commercial featuring NASCAR champion Jesse Love as a digital avatar. See our latest analysis for Samsara. Despite the Super Bowl spotlight and recent expansion in Canada, momentum in Samsara’s share price has cooled, with a 30 day share price return of a 21.7% decline and a 1 year total shareholder return of a 55.2% decline, while the 3 year total...

Cantor Fitzgerald recently upgraded Onto Innovation Inc. from Neutral to Overweight, citing increased confidence in the company’s near-term semiconductor equipment demand outlook. This shift in analyst stance highlights how changing expectations for AI-driven chip packaging and process control tools can quickly influence investor attention toward Onto Innovation. We’ll now examine how Cantor Fitzgerald’s upgrade, signaling greater confidence in equipment demand, may reshape Onto Innovation’s...

VEON (VEON) has put fresh attention on its stock after partnering with Nutshell Group to launch The Global Connect, a new platform aimed at cross border investment and digital transformation in emerging economies. See our latest analysis for VEON. Recent news around The Global Connect comes after a period of softer momentum, with VEON’s 7 day and 30 day share price returns of 3.03% and 3.76% declines, while its 1 year total shareholder return of 15.02% and very large 3 year total shareholder...

In early February 2026, Thermon Group Holdings reported third-quarter and nine-month results showing higher sales and slightly improved earnings per share year on year, while highlighting US$141 million in total cash and available liquidity to support growth initiatives. An interesting wrinkle is that Thermon completed a US$36.19 million share repurchase program by March 2024 yet bought back no shares in the most recent quarter, suggesting current capital is being preserved for potential...

In early February 2026, Archer-Daniels-Midland’s board approved a cash dividend increase to US$0.52 per share, marking its 377th consecutive quarterly payment and extending a 53-year streak of dividend growth and more than 94 years of uninterrupted dividends, alongside reporting quarter and full-year 2025 results that showed lower sales and earnings year over year. The combination of a higher dividend, extensive cost savings from portfolio simplification, and management’s focus on working...

Benchmark Electronics, Inc. recently reported its fourth-quarter 2025 results, with sales of US$704.33 million and diluted earnings per share from continuing operations of US$0.17, and issued first-quarter 2026 guidance calling for revenue between US$655 million and US$695 million and diluted GAAP EPS of US$0.31 to US$0.37. The combination of higher quarterly sales alongside a sharp year-on-year drop in net income to US$5.97 million gives investors a mixed picture of operational progress and...