U.S. IT Stock News

NYSE:WCC
NYSE:WCCTrade Distributors

A Look At WESCO International (WCC) Valuation After Strong Recent Share Price Momentum

Why WESCO International is on investors’ radar today WESCO International (WCC) has drawn fresh interest after its recent share move, with the stock closing at $297.80. Investors are weighing this price against the company’s fundamentals and longer term return record. See our latest analysis for WESCO International. The recent 18.1% 1 month share price return at a last close of $297.80 sits alongside a 66% 1 year total shareholder return. This points to strong positive momentum rather than a...
NYSE:GRMN
NYSE:GRMNConsumer Durables

What Garmin (GRMN)'s New Golf Training Devices Reveal About Its Sports-Tech Expansion Strategy

In January 2026, Garmin introduced two golf-focused devices, the youth-oriented Approach J1 GPS watch and the advanced Approach G82 handheld launch monitor, showcasing new training and performance-tracking features across more than 43,000 preloaded courses. By targeting both junior golfers and serious players with specialized hardware and software, Garmin is broadening its golf technology ecosystem and deepening engagement through premium devices and subscription-linked services. Next, we’ll...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

KLA (KLAC) Is Down 8.6% After Strong Q2 Earnings Meet Supply Chain And Tariff Headwinds

KLA Corporation recently reported second-quarter 2025 results with revenue of US$3,297.15 million and net income of US$1,145.68 million, while also completing a multi-year share repurchase program totaling 18.86 million shares for US$9.06 billion announced in June 2022. Despite these strong headline figures, management’s comments on component shortages, extended equipment delivery lead times, and tariff-related cost pressures highlighted operational bottlenecks that are constraining the...
NYSE:PM
NYSE:PMTobacco

A Look At Philip Morris International’s Valuation As Smoke Free Shift And FDA ZYN Bid Take Center Stage

Philip Morris International (PM) is in the spotlight as it pushes further into smoke-free products, seeking FDA modified risk status for ZYN while reshaping its operations through job cuts, office closures and centralized hubs. See our latest analysis for Philip Morris International. Against this backdrop of restructuring and the push for smoke free products, Philip Morris International’s share price has climbed to US$179.94, with a 30 day share price return of 12.25% and a 1 year total...
NasdaqGS:BL
NasdaqGS:BLSoftware

Assessing BlackLine (BL) Valuation After Recent Share Price Weakness

Event context and recent share performance BlackLine (BL) has been drawing attention after recent share price moves, with the stock at US$47.02 and showing negative returns over the past week, month and past 3 months. For investors, that pullback sits alongside a business generating US$686.706m in revenue and US$76.049m in net income, with reported annual revenue growth of 10.183% and net income growth of 8.4615%. See our latest analysis for BlackLine. At the current share price of US$47.02,...
NasdaqGS:NTNX
NasdaqGS:NTNXSoftware

Why Nutanix (NTNX) Is Down 7.5% After Analyst Downgrades On Growth Visibility Concerns And What's Next

In recent days, Nutanix was downgraded by multiple major analysts, who shifted their ratings to more neutral stances amid questions about near-term growth visibility. This tension between cautious short-term views and still-supportive longer-term assessments offers a nuanced window into how the market is reassessing Nutanix’s outlook. Next, we’ll examine how these concerns about slowing growth momentum may influence Nutanix’s broader investment narrative and investor expectations. Find...
NYSE:VZ
NYSE:VZTelecom

Is Verizon (VZ) Offering Value After Recent Share Price Strength And DCF Upside Estimates

If you are wondering whether Verizon Communications' current share price reflects good value, you are not alone. This article focuses on what the recent numbers may be telling you about the stock. Verizon shares recently closed at US$44.61, with returns of 12.6% over 7 days, 10.1% over 30 days, 10.1% year to date, 19.2% over 1 year, 32.5% over 3 years, and 10.0% over 5 years. This performance provides some useful context before looking at valuation. Recent coverage around Verizon has focused...
NYSE:LUMN
NYSE:LUMNTelecom

Should Lumen’s AI Connectivity Wins and Fiber Divestiture Require Action From Lumen Technologies (LUMN) Investors?

Lumen Technologies recently highlighted momentum in its AI-driven Private Connectivity Fabric deals, amassing about US$10.00 billion in contracts and more than 1,500 customers on its Network-as-a-Service platform, while continuing cost-cutting and preparing to divest its Mass Markets fiber-to-the-home business to AT&T for US$5.75 billion to reduce debt. With earnings due after the bell this Tuesday, Lumen is drawing attention as investors weigh its pivot from declining legacy services toward...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

This Week In Cloud AI - AI-Driven Data Centers Transform Commercial Real Estate Investments

Demand for AI-driven data centers is surging globally, driven by the widespread adoption of artificial intelligence across various sectors such as enterprise, logistics, finance, and industrial operations. This trend is reshaping commercial real estate as these data centers, requiring substantial electrical capacity and advanced infrastructure, become foundational rather than peripheral assets. Corniche Capital, led by David Ebrahimzadeh, is focusing its investment strategies on AI-capable...
NYSE:GEF
NYSE:GEFPackaging

Greif (GEF) Valuation Check After Strong Q1 Net Income Jump Despite Softer Sales

Greif (GEF) has drawn fresh attention after reporting first quarter earnings, with sales of US$994.8 million compared to US$1,016.7 million a year earlier and net income of US$174.6 million versus US$22 million. See our latest analysis for Greif. The earnings release appears to have been the main driver behind recent moves, with the share price now at US$71.70 and a 90 day share price return of 26.48% suggesting momentum has picked up. The 1 year total shareholder return of 22.55% and 5 year...
NYSE:AGCO
NYSE:AGCOMachinery

Assessing AGCO (AGCO) Valuation After Earnings Beat And Dividend Confirmation

AGCO (AGCO) is back in focus after reporting third quarter 2025 results that topped forecasts on both EPS and revenue, while also adopting new management compensation plans and keeping its regular dividend intact. See our latest analysis for AGCO. The latest 1 month share price return of 8.34% and 3 month gain of 9.53% put AGCO at US$114.67, with a 1 year total shareholder return of 15.10% contrasting with a weaker 3 year total shareholder return of a 6.22% decline. This suggests recent...
NYSE:ABR
NYSE:ABRMortgage REITs

A Look At Arbor Realty Trust’s Valuation As Zacks Rank And Earnings Outlook Turn Negative

Arbor Realty Trust (ABR) has moved into the spotlight after becoming one of the most searched stocks, as investors react to expectations for lower earnings and revenue alongside a Zacks Rank #5 (Strong Sell). See our latest analysis for Arbor Realty Trust. The latest news around earnings expectations and dividend tax treatment comes against a weak trading backdrop, with a 90 day share price return of 21.53% and a 1 year total shareholder return decline of 37.44% pointing to fading...
NYSE:AB
NYSE:ABCapital Markets

A Look At AllianceBernstein (AB) Valuation After Fixed Income Shift And NAV Lending Expansion

AllianceBernstein Holding (AB) is back in focus after its fixed income chief outlined a contrarian tilt toward shorter and intermediate bonds, paired with a rally to 52 week highs and a refreshed NAV lending platform. See our latest analysis for AllianceBernstein Holding. The recent contrarian fixed income stance and NAV lending reboot have arrived alongside building momentum, with a 30 day share price return of 8.39% and a 1 year total shareholder return of 18.06% pointing to improving...
NasdaqGS:BUSE
NasdaqGS:BUSEBanks

Assessing First Busey (BUSE) Valuation After Strong Earnings And Leadership Change

Why First Busey (BUSE) Is Back on Investors’ Radar First Busey (BUSE) has attracted fresh attention after releasing fourth quarter and full year 2025 results, a leadership change, and an update on its long running share repurchase program. See our latest analysis for First Busey. The earnings release, leadership change and share repurchase update have come alongside a 12.27% 90 day share price return and a 39.40% five year total shareholder return, suggesting momentum has been building...
NYSE:LPX
NYSE:LPXForestry

Will Louisiana-Pacific’s New Independent Chair Shift LPX’s Balance Between Oversight And Execution?

Louisiana-Pacific Corporation has announced that, effective February 19, 2026, long-time director F. Nicholas Grasberger III will become independent Chairperson as current Chair and CEO W. Bradley Southern retires from the Board, while President and CEO-elect Jason P. Ringblom joins as a Class III director and two other directors plan to retire in May 2026. This leadership reshaping, pairing an independent Chair with an internal successor as CEO, signals a clearer separation of oversight and...
NYSE:NKE
NYSE:NKELuxury

Is Nike (NKE) Still Pricing In Too Much Growth After Prolonged Share Price Weakness

If you are wondering whether NIKE's current share price offers genuine value or just looks cheap on the surface, this article is designed to walk you through the key numbers in a clear and practical way. NIKE shares last closed at US$62.18, with returns of 4.3% decline over 7 days, 1.7% decline over 30 days, 1.7% decline year to date, 16.9% decline over 1 year, 47.8% decline over 3 years and 53.4% decline over 5 years. This raises questions about how the market is currently viewing its...
NasdaqGS:KRYS
NasdaqGS:KRYSBiotechs

Assessing Krystal Biotech (KRYS) Valuation After Analyst Optimism On Vyjuvek Expansion And Ophthalmic Pipeline

Analyst optimism and product pipeline in focus Krystal Biotech (KRYS) is back in the spotlight after several major research houses highlighted its potential to evolve into a multi product company, pointing to ophthalmic candidates KB803 and KB801 and the planned geographic expansion of Vyjuvek. See our latest analysis for Krystal Biotech. Those upbeat analyst views have landed alongside strong recent momentum, with Krystal Biotech’s share price at $282.27 and a 30 day share price return of...
NasdaqCM:RKLB
NasdaqCM:RKLBAerospace & Defense

Is It Too Late To Consider Rocket Lab (RKLB) After A 161% One Year Surge?

If you are wondering whether Rocket Lab shares still offer value after a strong run, it helps to step back and consider what the current price might already be taking into account. The stock has seen a 161.3% return over the past year and a very large return over three years. However, over the last 7 days and 30 days it has shown declines of 7.9% and 2.4%, respectively. Recent attention has centered on Rocket Lab's role as a listed space company and ongoing interest in space-related...
NasdaqGS:PENG
NasdaqGS:PENGSemiconductor

Penguin Solutions’ AI-Focused Leadership Shift Might Change The Case For Investing In Penguin Solutions (PENG)

Penguin Solutions has announced that long-time leader Mark Adams has retired as President, Chief Executive Officer and Director, with technology veteran Kash Shaikh stepping in as President, CEO, principal executive officer and Board member effective February 2, 2026, while Adams remains an advisor for nine months to support the transition. Shaikh’s three-decade career across enterprise software, SaaS, AI infrastructure and cybersecurity, most recently as CEO of Securonix and Virtana,...
NasdaqGS:LI
NasdaqGS:LIAuto

How Prolonged Delivery Declines And New Bets At Li Auto (LI) Have Changed Its Investment Story

Li Auto Inc. reported that it delivered 27,668 vehicles in January 2026, bringing its cumulative deliveries to 1,567,883 as the company rolled out an OTA 8.2 software update and continued expanding its nationwide retail and supercharging network in China. The latest data highlight ongoing sales pressure, with January marking the eighth consecutive month of year-on-year delivery declines even as Li Auto restructures R&D and pushes into pure-electric models and humanoid robotics. Next, we...
NasdaqGS:FSUN
NasdaqGS:FSUNBanks

FirstSun Capital Bancorp (FSUN) Is Up 7.3% After Strong 2025 Earnings And Board Refresh - Has The Bull Case Changed?

FirstSun Capital Bancorp recently reported full-year 2025 results showing net interest income rising to US$317.39 million and net income increasing to US$97.94 million, alongside higher earnings per share, while also recording fourth-quarter net charge-offs of US$5.02 million. At the same time, the board is set for change as long-serving director Diane L. Merdian plans to step down and investor Peter E. Murphy, founder and CEO of Wentworth Capital Management, joins as a Class III director...
NasdaqGS:OLMA
NasdaqGS:OLMABiotechs

The Bull Case For Olema Pharmaceuticals (OLMA) Could Change Following CFO Exit Amid Palazestrant Phase 3 Focus

In late January 2026, Olema Pharmaceuticals announced the departure of Chief Operating and Financial Officer Shane Kovacs, with CEO Dr. Sean P. Bohen stepping in as interim Principal Financial Officer while the company launches an immediate search for a new CFO and retains Kovacs as a consultant through August 1, 2026. At the same time, analysts underscored the importance of Olema’s lead breast cancer candidate palazestrant and its upcoming Phase 3 program, framing leadership changes against...