U.S. IT Stock News

Why Progyny Stock Moved Progyny (PGNY) shares moved after Citizens upgraded the stock to Market Outperform, following a management meeting where leadership reiterated client retention approaching 100% and a diversified base of more than 600 employer clients. See our latest analysis for Progyny. At a share price of $25.45, Progyny has given investors a 30.51% 90-day share price return and a 20.33% 1-year total shareholder return. However, longer term total shareholder returns over three and...

ESOP shelf registration puts FactSet’s capital choices in focus FactSet Research Systems (FDS) has filed a US$1.25b shelf registration for 4,232,362 common shares tied to an employee stock ownership plan, putting its capital structure and equity issuance plans under closer investor scrutiny. See our latest analysis for FactSet Research Systems. The ESOP related shelf filing comes after a weaker period for investors, with a recent 1 year total shareholder return decline of 38.2% and a 5 year...

Nasdaq’s recent share performance in context Nasdaq (NDAQ) has seen mixed short term moves, with an approximate 1.4% gain over the past day, a 1.3% decline over the past week, and a modest rise over the past month. Over longer periods, the stock shows stronger total return figures, with around 11% over the past 3 months, 2.2% year to date, and roughly 24% over the past year. The company also reported revenue of US$8.2b and net income of US$1.6b. See our latest analysis for Nasdaq. At a share...

BWX Technologies (NYSE:BWXT) was downgraded by a major analyst after a period of strong revenue growth and better free cash flow margins. The move comes while investors are focused on long term demand tied to Navy contracts and other government work. The downgrade contrasts with recent operational progress and could influence how the market views BWXT's risk and reward profile. BWX Technologies is a key supplier to the U.S. government, with a focus on nuclear components and services that...

Multiple major analysts have recently upgraded Arista Networks as NYSE:ANET gains traction in AI focused networking infrastructure. The upgrades highlight Arista's role in AI driven data center buildouts and demand from large cloud providers and enterprise customers. Analysts are also pointing to Arista's position in high speed switching as competition from bigger networking vendors intensifies. Arista Networks, trading on the NYSE under ticker NYSE:ANET, closed at $127.29, with the shares...

Rockwell Automation expanded its collaboration with Lucid to support a new vehicle manufacturing facility in Saudi Arabia. The company reaffirmed a multi-year educational partnership with the University of Wisconsin-Milwaukee’s Connected Systems Institute. These moves connect advanced electric vehicle production with long term workforce development and digital manufacturing research. For investors watching industrial automation, Rockwell Automation (NYSE:ROK) is tying real-world factory...

What Trinity Industries’ Recent Share Performance Tells You With no single headline event driving attention today, Trinity Industries (TRN) is back on some investors’ radar because its share performance looks mixed across different time frames and its valuation signals appear somewhat out of sync. The stock is up about 1.7% year to date but shows a 25.3% decline over the past year, while returns over the past month and past 3 months are slightly negative. That kind of pattern often prompts...

Event Overview and Initial Context Richtech Robotics (RR) has been drawing attention after recent trading, with the stock moving over the past week and month and sitting at a last close of US$4.36. Investors are weighing this against the company’s latest reported fundamentals. See our latest analysis for Richtech Robotics. The recent 1 day share price return of 12.95% and 30 day share price return of 25.29% come after a weaker 90 day share price return of 19.56%. This suggests that short term...

Analyst attention and new partnership put SQM back in focus Recent analyst commentary on Sociedad Química y Minera de Chile (SQM) has focused on expected volume growth tied to its operations in Chile and Australia, as well as a completed partnership agreement with Codelco. See our latest analysis for Sociedad Química y Minera de Chile. The completed Codelco partnership and positive analyst commentary have landed in the middle of a strong run, with an 83.76% 3 month share price return and a...

KB Home (NYSE:KBH) has opened Watermill, a new community in Uhland, Texas, centered on personalization, energy efficiency, and contemporary design. The community broadens KB Home's reach near Texas State University and offers ENERGY STAR certified homes with modern features and customization options. The announcement adds a fresh product-focused development to KB Home's portfolio that had not been highlighted in recent coverage. KB Home, trading at $61.65, has seen mixed share performance,...

Lemonade (NYSE:LMND) has launched an autonomous car insurance product for Tesla owners. The offering provides reduced rates for miles driven with Tesla's Full Self-Driving (FSD) engaged. The product is built on direct access to Tesla vehicle telemetry to set usage-based pricing for FSD miles. Lemonade, known for its app based insurance across renters, homeowners and auto, is now extending its model into autonomous driving with Tesla. By tying premiums to how and when FSD is actually used,...

Karooooo’s Q3 2026 Earnings in Focus Karooooo (NasdaqCM:KARO) has reported Q3 2026 revenue of R1.41b and basic EPS of R8.55, alongside trailing 12 month revenue of R5.25b and EPS of R33.10. The company has seen quarterly revenue move from R1.16b in Q3 2025 to R1.41b in Q3 2026, while basic EPS shifted from R7.68 to R8.55 over the same period. On a trailing 12 month view, revenue went from R4.44b to R5.25b with EPS moving from R28.51 to R33.10. With a current share price of $43.34 and a...

What recent performance says about Keysight Technologies (KEYS) Without a clear news catalyst, Keysight Technologies (KEYS) has still drawn attention after recent price gains, including a 2.2% move over the past day and a 6.4% return over the past month. Over the past 3 months, the stock shows a 28.7% return, while the 1 year total return sits at 25.5%. Against that backdrop, investors are weighing how the company’s fundamentals line up with the current share price. See our latest analysis...

Earlier in January 2026, Sezzle reported strong Q3 2025 growth, raised its full-year 2025 outlook, and issued preliminary 2026 guidance while emphasizing a shift from on-demand offerings to its subscription model. This pivot highlights how Sezzle is leaning into recurring subscription revenues and cost efficiencies to align with evolving buy-now-pay-later consumer behavior. Next, we’ll examine how Sezzle’s increased emphasis on its subscription model shapes the company’s investment narrative...

A former Dole executive has disclosed that contaminated lettuce harvester equipment in California and Arizona caused Dole’s 2021 Listeria outbreak, which sickened consumers across 13 states and led to two deaths, prompting the company to scrap the machinery and redesign its harvesting process for better hygiene. Alongside this retrospective safety revelation, Dole’s new FRUIT FWD report highlights shifting consumer behavior toward tropical flavors and snack-like “on-the-go” eating, signaling...

MACOM Technology Solutions Holdings, Inc. recently appointed veteran semiconductor executive Bryan Ingram as an independent director to its board, effective January 12, 2026. Ingram’s track record managing semiconductor operations exceeding US$4 billion in revenue adds deep engineering and operational expertise to MACOM’s governance bench. With Ingram’s extensive wireless semiconductor leadership now on the board, we’ll examine how this strengthens MACOM’s broader investment narrative. The...

In mid-January 2026, GE Aerospace announced a leadership reshuffle that expands its Commercial Engines and Services unit to oversee the full commercial engine lifecycle, while also appointing a new Chief Commercial Sales & Customer Officer to sharpen customer focus. These changes come as GE Aerospace enters another earnings season backed by fresh defense contract wins, growing services activity, and rising analyst optimism about its operational execution. Next, we’ll examine how the...

Why Palo Alto Networks Stock Is Back in Focus Palo Alto Networks (PANW) has been drawing fresh attention after recent trading left the stock down over the past month and past 3 months, prompting investors to reassess the cybersecurity name. See our latest analysis for Palo Alto Networks. The recent pullback, including a 15.6% decline in the 3 month share price return and a 3.3% dip in the 1 year total shareholder return, comes after a strong multi year run in which the 5 year total...

ICCSZ awards put POET’s optical engines in the spotlight POET Technologies (POET) has caught fresh attention after its 1.6T optical engines received the Product Innovation Award at the 12th ICCSZ Awards, with Senior Vice President Dr. Mo Jinyu also recognized for Technology Innovation. See our latest analysis for POET Technologies. Alongside the ICCSZ recognition, POET Technologies has seen its recent momentum reflected in a 9.99% 1 month share price return and a 16.90% year to date share...

Why SS&C Technologies Holdings (SSNC) Is On Investors’ Radar Today SS&C Technologies Holdings (SSNC) has attracted attention after recent share price moves, with a roughly 5% decline over the past month contrasting with a positive total return over the past 3 months. See our latest analysis for SS&C Technologies Holdings. While the recent 30 day share price return of a 4.8% decline and the softer 7 day move suggest fading short term momentum, the latest 1 year total shareholder return of 7.6%...

McKesson (NYSE:MCK) has been recognized by the Centers for Medicare & Medicaid Services as a Qualified Clinical Data Registry for the tenth consecutive year. CMS is retaining McKesson’s Practice Insights QCDR measures for inclusion in the 2026 Advancing Cancer Care MIPS Value Pathways. The company is expanding its role in advanced cancer care quality pathways, supporting data driven care standards for oncology practices. For you as an investor, this development sits at the intersection of...

Event context and why Merck (MRK) is drawing attention now Merck (MRK) is back in focus after recent trading, as investors weigh its current share price of $111.11 against its fundamentals, including annual revenue of $64.235b and net income of $19.034b. See our latest analysis for Merck. Merck's recent 1 day share price return of 1.52% comes after a 30 day share price return of 6.10% and a 90 day share price return of 27.45%, while the 1 year total shareholder return of 20.49% sits alongside...

Lucid Group (LCID) is back in focus after a 1 for 10 reverse stock split and fresh reminders that its current cash is expected to fund operations only until the first half of 2027. See our latest analysis for Lucid Group. The 17.9% 1 day share price return, with the stock closing at $11.47, stands in contrast to a 38.5% 3 month share price decline and a 57.0% 1 year total shareholder return loss. This suggests recent momentum after a tough stretch as investors weigh the reverse split, cash...

First Advantage recently reported a strong third-quarter performance, with revenue surpassing analyst expectations and management raising full-year guidance on the back of profitable growth. The company’s emphasis on new customer wins and upselling in retail & e-commerce and transportation & logistics highlights how targeted vertical strength is shaping its business mix. We will now examine how the upgraded full-year guidance influences First Advantage’s investment narrative and what it...