U.S. IT Stock News

NYSE:MGM
NYSE:MGMHospitality

Does MGM Resorts International (MGM) Look Cheap Enough Despite Rich Earnings?

MGM Resorts International stock has climbed 25.2% year to date, yet its valuation checks are sending mixed signals, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to meaningful upside while earnings-based multiples lean the other way. A 25.2% gain year to date puts MGM Resorts International among the stronger consumer services stocks, which raises the bar for what counts as attractive value from here. Resilient performance at Empire City Casino, alongside investors...
NasdaqGS:WDAY
NasdaqGS:WDAYSoftware

Workday (WDAY) Stock Looks Fairly Valued After A 41% Fall

Workday stock has had a tough run over the past year. At around US$141 per share, the valuation checks suggest it is closer to fairly priced than an obvious bargain. Workday shares declined about 41% over the past year, which puts recent performance firmly in negative territory even before looking at any valuation metrics. Expectations around Workday's ability to convert subscription revenue into consistent cash flow can support the current price, while any pressure on margins or higher...
NasdaqGS:CHEF
NasdaqGS:CHEFConsumer Retailing

Chefs' Warehouse (CHEF) Stock Looks Cheap On Cash Flow Yet Pricey On Earnings

Chefs' Warehouse stock has delivered very strong gains over the past five years, yet the current valuation is caught between two conflicting signals, with the Discounted Cash Flow (DCF) intrinsic value pointing to meaningful upside while earnings based multiples suggest the shares already trade at a premium. Chefs' Warehouse has returned 257.7% over five years, which puts extra focus on whether today's price still leaves a margin of safety. Recent optimism around the company's dining related...
NYSE:NEXA
NYSE:NEXAMetals and Mining

Nexa Resources (NEXA) Is Down 11.7% After Smelter Restart, Asset Sales And Output Shift - What's Changed

Nexa Resources has recently completed the sale of non-core projects, resumed production at its fire-affected Cajamarquilla smelter, and updated guidance pointing to higher zinc but lower copper output as it executes the Cerro Pasco Integration Project to extend mine life and support operating cash flow. This combination of portfolio simplification, smelter restart and shifting metal mix could meaningfully influence how investors assess Nexa’s future earnings profile and operational...
NasdaqGS:AEIS
NasdaqGS:AEISElectronic

Tower Semiconductor Stock And 2 AI Infrastructure Plays Riding Data Center Demand

AI and technology stocks are sitting at the crossroads of big questions about inflation, interest rates, and how much real-world value AI investment will deliver. With markets and economists split on where Federal Reserve policy goes by 2027, investors are weighing both the potential of AI-driven capital spending and the risk that a rate hike could hit valuations and financing costs. This article looks at 3 stocks from an AI and Technology Sector screener that are closely tied to these...
NasdaqGS:LINC
NasdaqGS:LINCConsumer Services

3 Stocks Riding The AI Reskilling Trend In The US

AI is reshaping work, and not just in tech. As automation spreads and job postings in exposed industries come under pressure, demand for reskilling, upskilling, and smarter human capital management is in sharper focus. That is the core idea behind this Workforce Reskilling and Human Capital Development screener. It looks at companies tied directly to training, staffing, and credentialing that could stand to gain as employers and workers adapt. In this article, you will see 3 stocks that...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

Is Marvell (MRVL) Becoming an AI Infrastructure Pure Play or Staying a Diversified Chip Maker?

In recent weeks, Marvell Technology has been at the center of a swing in semiconductor sentiment, as chip stocks rebounded alongside optimism about artificial-intelligence infrastructure spending and stronger-than-expected earnings across the sector. At the same time, investors have been reassessing Marvell’s pivot toward higher-margin data center networking and custom silicon, which now dominates its revenue mix and ties its fortunes closely to hyperscaler AI demand. With that backdrop,...
NYSE:ADX
NYSE:ADXCapital Markets

Does ADX’s New Payout and EVP Promotion Clarify Its Long‑Term Capital Return Strategy?

Adams Diversified Equity Fund, Inc. recently declared a US$0.50 per-share distribution, payable on August 28, 2026, to shareholders of record as of July 27, 2026, and elected longtime analyst and portfolio manager Gregory W. Buckley as Executive Vice President. The combination of a fresh cash distribution and the elevation of a seasoned internal leader underscores the fund’s emphasis on continuity in both capital returns and investment oversight. With these developments in mind, we’ll...
NasdaqGS:RKLB
NasdaqGS:RKLBAerospace & Defense

Rocket Lab (RKLB) Lands $266 Million Space Force Deal As Undervalued Case Faces A Test

Rocket Lab (RKLB) just landed a US$266 million contract from the U.S. Space Force for 12 suborbital launches, with options for six more through 2028. This gives investors fresh contracted revenue to assess. See our latest analysis for Rocket Lab. The contract news arrives after a choppy stretch for Rocket Lab, with the share price falling 35.55% over the past 30 days and 23.23% over 90 days. However, the 1 year total shareholder return of 47.44% and very large 3 year total shareholder return...
NYSE:IVZ
NYSE:IVZCapital Markets

Did Rising Value-Stock Interest and Fed Easing Hopes Just Shift Invesco's (IVZ) Investment Narrative?

In July 2026, investor interest in value stocks increased following softer June CPI data and growing expectations for potential Federal Reserve policy easing, drawing fresh attention to Invesco’s income-oriented offerings and ETF suite. Invesco’s history of regular dividend increases and its role as sponsor of specialized ETFs, such as building-and-construction and high-dividend financial funds, has reinforced its appeal for investors seeking income and diversification within value-focused...
NYSE:PGR
NYSE:PGRInsurance

Progressive (PGR) Is Down 9.1% After EPS Climbs on Strong First-Half 2026 Results - What's Changed

The Progressive Corporation reported past earnings results for the half year ended June 30, 2026, with revenue of US$45,797 million and net income of US$6,129 million, up from US$42,413 million and US$5,742 million a year earlier. Higher basic and diluted earnings per share from continuing operations, rising to US$10.49 and US$10.47 respectively, highlight Progressive’s ability to convert increased revenue into stronger profitability over the period. We’ll now examine how Progressive’s...
NasdaqGS:SNEX
NasdaqGS:SNEXCapital Markets

Is Jefferies’ Capital Markets Downgrade Altering The Investment Case For StoneX Group (SNEX)?

Earlier this week, Jefferies downgraded StoneX Group Inc., citing concerns about the firm’s near-term outlook in its capital markets activities, which quickly affected trading behavior. The move highlights how a single influential analyst’s reassessment can rapidly reshape sentiment around a diversified financial services provider like StoneX. We’ll now examine how Jefferies’ downgrade and its concerns about StoneX’s capital markets outlook may influence the company’s broader investment...
NasdaqGS:MEDP
NasdaqGS:MEDPLife Sciences

Should Medpace’s Latest Earnings Test of Its Growth Pace Require Action From Medpace Holdings (MEDP) Investors?

Clinical research company Medpace Holdings (NASDAQ: MEDP) reported its latest quarterly results after the market close, following a prior period in which it exceeded analyst revenue expectations and posted strong year-over-year growth. The new earnings release will test whether Medpace can maintain revenue expansion in line with last year’s performance, a key focus for investors given its recent track record. With Medpace’s latest earnings now out after previously beating expectations, we’ll...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

Snap Stock And 2 Digital Growth Names With Stronger Balance Sheet Appeal

With inflation, energy shocks and shifting rate expectations shaping markets, many investors are looking beyond large caps and toward smaller, financially solid opportunities. The Financially Fit Penny Stocks screener focuses on companies trading below 5 that still aim for healthier balance sheets than the typical early stage stock, which can help reduce some of the risk that usually comes with low share prices. In this article, you will see 3 of the stocks from this screener, showing how...
NasdaqGS:MCRI
NasdaqGS:MCRIHospitality

Monarch Casino & Resort (MCRI) Stock Net Margin Expansion Tests Cautious Growth Narratives

Monarch Casino & Resort (MCRI) has put up another solid quarter, with Q2 2026 revenue of US$142.6 million and basic EPS of US$1.82, while trailing twelve month EPS sits at US$6.37 on revenue of US$562.0 million. The company has seen quarterly revenue move between US$125.4 million and US$142.8 million since early 2025, with basic EPS ranging from US$1.08 to US$1.82 over the same stretch. This sets up a story where earnings growth of 45.7% and a net profit margin of 20.4% over the past year...
NasdaqGM:WVE
NasdaqGM:WVEPharmaceuticals

Is Wave Life Sciences (WVE) Undervalued Or Is Its RNA Pipeline Already Priced In?

Wave Life Sciences (WVE) has attracted investor attention after recent share price swings, with the stock closing at US$5.79. The move comes against a backdrop of mixed short term and longer term returns. See our latest analysis for Wave Life Sciences. Recent trading puts Wave Life Sciences on a weak near term trend, with the 7 day share price return down 5.55% and the 90 day share price return down 21.54%. However, the 3 year total shareholder return of 48.08% shows a much stronger longer...
NasdaqGM:ANIP
NasdaqGM:ANIPPharmaceuticals

US Generic Drug Stocks With Domestic Manufacturing in Focus

Tariffs on imported generic drugs of up to 200% from 2029 could reshape where and how the medicines in US pharmacies are made, and that has real implications for US-based generic drug stocks. With 90% of US prescriptions filled by generics and about 70% of those sourced from overseas, investors are right to pay attention as policy pressure builds for more domestic manufacturing. This article looks at how that policy shock could affect US-based generic manufacturers and highlights three stocks...
NYSE:XPRO
NYSE:XPROEnergy Services

Expro (XPRO) Stock Still Looks Pricey As Earnings Expectations Climb

Expro stock has delivered a strong 88.2% return over the past year, yet the current valuation checks point to a company that screens as expensive rather than a clear bargain. The 88.2% one year gain puts Expro firmly in the spotlight and raises the question of how much of the good news is already reflected in the share price. Expectations around Expro's ability to convert its project pipeline into steady cash flows can support the current valuation. However, any setback in execution or...
NYSE:AGRO
NYSE:AGROFood

Adecoagro (AGRO) Following The Caarapó Deal Looks Undervalued In One Popular Narrative

Acquisition news puts Adecoagro in focus Adecoagro (AGRO) has agreed to acquire the Caarapó Mill in Mato Grosso do Sul from Raízen Group. The move is planned to expand its Sugar, Ethanol and Energy segment, pending regulatory approval before October 1, 2026. See our latest analysis for Adecoagro. The acquisition agreement comes after a mixed year for Adecoagro’s stock, with the share price at US$10.78, a 30 day share price return of 16.67% but a 90 day share price return that fell 20.74%,...
NasdaqGS:GFS
NasdaqGS:GFSSemiconductor

GLOBALFOUNDRIES (GFS) Ties Up With SEALSQ As Its Quantum Value Story Builds

GLOBALFOUNDRIES (GFS) stock is in focus after SEALSQ Corp. signed a Memorandum of Understanding with the company to co-develop secure semiconductor platforms and quantum-focused technologies, including Post Quantum Cryptography and cryoelectronic ASICs. See our latest analysis for GLOBALFOUNDRIES. Against this backdrop, GLOBALFOUNDRIES’ recent collaboration sits alongside a mixed price picture, with a 1-day share price return of 4.54% and a year-to-date share price return of 61.08%. The...
NasdaqGS:KTOS
NasdaqGS:KTOSAerospace & Defense

Why Red Cat Stock And Drone Defense Peers Stand Out For Strong Balance Sheets

With inflation pressures tied to energy markets, shifting interest rate expectations across regions, and higher geopolitical risk, many investors are looking for sectors backed by long-term government demand and strong balance sheets. That is where the Financially Strong Drone Defense Stocks screener can help. It filters for companies with solid cash positions and low reliance on expensive borrowing, which can matter when funding heavy R&D and waiting for large contract payments. This article...
NYSE:OFG
NYSE:OFGBanks

OFG Bancorp (OFG) Stock Highlights 33.9% Net Margin In Q2 2026 Reinforcing Bullish Narrative

OFG Bancorp (OFG) has put up another solid set of numbers for Q2 2026, with total revenue of US$177.3 million and basic EPS of US$1.39, backed by trailing twelve month revenue of US$651.2 million and EPS of US$5.09 that sit against a 13.2% earnings growth rate over the past year. Over the last few quarters, revenue has moved from US$160.7 million in Q2 2025 to US$152.4 million in Q4 2025, US$163.5 million in Q1 2026 and now US$177.3 million in Q2 2026. Quarterly EPS has tracked from US$1.15...
NasdaqGS:MDLN
NasdaqGS:MDLNMedical Equipment

Medline (MDLN) Stock Looks Below Fair Value Even as Earnings Look Fair

Medline stock has gained 8.8% over the past month, and while the Discounted Cash Flow (DCF) intrinsic value estimate points to meaningful upside, the broader valuation checks paint a more mixed picture rather than a clear bargain. An 8.8% return over the past month suggests sentiment around Medline has turned more positive in the short term. The planned 1,000,000 square foot distribution facility in Perris, California can support expectations for future cash flow, but the capital intensity...
NYSE:HMN
NYSE:HMNInsurance

How Investors May Respond To Horace Mann Educators (HMN) Special Call Disclosures On Strategy And Focus

Horace Mann Educators Corporation recently held a Special Call, signaling that management had corporate updates or material information to share with investors and other stakeholders. Because Special Calls often accompany meaningful corporate developments, this event has drawn attention to how any new disclosures might affect Horace Mann’s long-term positioning with its educator-focused insurance and retirement offerings. With Horace Mann’s recent Special Call now completed, we’ll explore...