U.S. IT Stock News

NYSE:T
NYSE:TTelecom

Is AT&T (T) Still Attractively Priced After Its Strong Recent Share Price Rally

If you are wondering whether AT&T's current share price still offers value, this article will walk through what the numbers are actually saying about the stock. AT&T's share price recently closed at US$28.68, with returns of 4.6% over the past week, 22.1% over the last month, 16.8% year to date and 14.8% over the past year. This performance has put the stock back on many investors' radars. Recent headlines around AT&T have focused on its large scale telecom footprint and continuing role as a...
NYSE:AXTA
NYSE:AXTAChemicals

Assessing Axalta Coating Systems (AXTA) Valuation After Recent Share Price Momentum And Margin Strength

What Axalta Coating Systems (AXTA) investors are watching right now Axalta Coating Systems (AXTA) has drawn fresh attention after recent share price moves, with the stock showing gains over the past week, month and past 3 months that stand out against its 1 year total return. See our latest analysis for Axalta Coating Systems. Recent moves have been relatively strong, with a 4.1% 1 month share price return and a 25.7% 3 month share price return standing against a 6.1% decline in the 1 year...
NasdaqGM:AXSM
NasdaqGM:AXSMPharmaceuticals

Axsome SUNOSI Patent Settlement Clarifies Exclusivity Window And Future Competition

Axsome Therapeutics and Alkem Laboratories have reached a settlement over patent litigation related to SUNOSI. The agreement includes a defined date for potential generic SUNOSI entry, subject to regulatory review. The resolution addresses a key intellectual property question around one of Axsome's commercial products. For Axsome Therapeutics, ticker NasdaqGM:AXSM, this settlement comes at a time when the stock is trading at $181.21 and has returned 41.5% over the past year and 185.5% over...
NYSE:ESAB
NYSE:ESABMachinery

Assessing ESAB (ESAB) Valuation After Recent Share Price Momentum

ESAB stock overview following recent performance moves ESAB (ESAB) has drawn investor attention after recent share price moves, with the stock showing mixed short term returns but positive performance over the past month and past 3 months. See our latest analysis for ESAB. At a share price of $133.43, ESAB has given investors a 30 day share price return of 9.78% and a 90 day share price return of 27.14%. Its 3 year total shareholder return of 139.62% points to strong longer term compounding...
NasdaqGS:BYND
NasdaqGS:BYNDFood

Beyond Meat Lawsuits Put Impairment Timing And Governance Under Scrutiny

Multiple class action lawsuits have been filed against Beyond Meat, alleging the company made false or misleading statements about the value of its long lived assets. Plaintiffs also claim Beyond Meat delayed required SEC filings because of a significant non cash impairment charge. The legal actions focus on the company’s financial disclosures and the timing and transparency of its reporting. For investors watching NasdaqGS:BYND, this legal pressure arrives after a steep share price reset,...
NYSE:HD
NYSE:HDSpecialty Retail

Is It Too Late To Consider Home Depot (HD) After Its Strong Multi Year Run?

If you are wondering whether Home Depot stock still looks reasonably priced after its long run as a market favorite, you are not alone. The share price closed at US$383.04, with a 1.7% decline over the last 7 days, a 0.8% gain over 30 days, a 10.8% return year to date, a 2.7% decline over 1 year, a 39.9% return over 3 years and a 61.9% return over 5 years. This gives a mixed picture for investors thinking about value and risk. Recent coverage around Home Depot has focused on its role as one...
NYSE:AVNT
NYSE:AVNTChemicals

Avient (AVNT) Valuation Check After Margin Gains And 2026 Growth Outlook

Avient (AVNT) is back in focus after its latest quarterly update, which combined record adjusted EBITDA margins, mixed GAAP earnings, and an outlook centered on higher value materials for defense, healthcare, and other specialized end markets. See our latest analysis for Avient. Avient’s recent earnings update, higher adjusted margins, and dividend affirmation have coincided with a sharp improvement in momentum, with a 90 day share price return of 51.81% and a 1 year total shareholder return...
NYSE:MS
NYSE:MSCapital Markets

Morgan Stanley Links Crypto And AI To Core Wealth Strategy

Morgan Stanley (NYSE:MS) is recruiting a blockchain architecture lead to connect its traditional finance systems with decentralized markets. The bank is preparing a proprietary crypto trading service on its E*Trade platform, targeted for launch in 2026. The company is rolling out AI tools across its wealth management franchise and examining new international investment funds. Morgan Stanley is a global investment bank and wealth manager, and these moves put digital assets and AI more...
NasdaqGS:STRL
NasdaqGS:STRLConstruction

Has Sterling Infrastructure (STRL) Run Too Far After Recent Share Price Surge?

If you are wondering whether Sterling Infrastructure's share price still reflects good value or has run ahead of itself, you are not alone. The stock recently closed at US$437.77, with returns of 5.4% over 7 days, 24.7% over 30 days, 37.2% year to date and 235.1% over 1 year. The 3 year and 5 year returns are both very large. Recent coverage has focused on Sterling Infrastructure's position in capital projects and its role in infrastructure related services. This helps frame how investors...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

KLA Expands Into India With $400m R&D Bet And Rich Valuation Risks

KLA (NasdaqGS:KLAC) has agreed to invest about $400 million in a new R&D and innovation campus in Chennai, Tamil Nadu. The project centers on semiconductor process control and AI related research and development activities. The expansion deepens KLA's presence in India and is expected to support long term global engineering and technology initiatives. KLA focuses on process control and yield management equipment for the semiconductor and related electronics industries, which sit at the core...
NasdaqGS:BIDU
NasdaqGS:BIDUInteractive Media and Services

Baidu Uber Tie Up In Dubai Puts Focus On Apollo Go Economics

Baidu (NasdaqGS:BIDU) is rolling out its Apollo Go autonomous ride-hailing service on Uber’s app in Dubai. The launch is part of an international expansion partnership that includes the Dubai Roads and Transport Authority. The collaboration introduces fully autonomous ride-hailing to Dubai as the city pursues its long term autonomous transport goals. Baidu’s move plugs its Apollo Go robotaxi network into Uber’s global ride-hailing platform, giving the China based company a new way to reach...
NasdaqGS:PEP
NasdaqGS:PEPBeverage

Is PepsiCo (PEP) Still Attractively Priced After Its Recent 17% One Year Gain

If you are wondering whether PepsiCo's current share price still offers value, this article walks through the key numbers so you can judge how the market is pricing the business. PepsiCo recently closed at US$161.92, with returns of 10.7% over the last 30 days and 16.9% over the past year, which may influence how investors think about its growth potential and risk. Recent news coverage has focused on PepsiCo's position as a large global food and beverage group, including ongoing attention to...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Apple’s AI Delays And FTC Scrutiny Test Services And Platform Control

Apple (NasdaqGS:AAPL) is facing regulatory scrutiny after the Federal Trade Commission sent a warning letter over alleged political bias in Apple News content decisions. The company is also delaying planned AI powered Siri upgrades, while moving ahead with policy changes that open CarPlay to third party voice assistants. These developments arrive together, putting a spotlight on Apple's AI approach, content policies, and platform openness. For investors tracking NasdaqGS:AAPL, the story is...
NYSE:FICO
NYSE:FICOSoftware

Is FICO’s Mortgage and Grab Finance Deals Altering The Investment Case For Fair Isaac (FICO)?

In February 2026, FICO announced a partnership with MeridianLink to embed its Mortgage Direct License Program into MeridianLink’s mortgage platform, while Grab Finance adopted FICO Platform to power 22 credit decision workflows across six Southeast Asian markets. Together, these moves highlight how FICO is extending its scoring and decisioning technology deeper into mortgage distribution and into data-scarce emerging markets. Next, we’ll examine how embedding FICO Scores via MeridianLink’s...
NasdaqGS:DUOL
NasdaqGS:DUOLConsumer Services

Assessing Duolingo (DUOL) Valuation As Revenue Tops US$1b And User Metrics Hit New Highs

Duolingo (DUOL) just crossed a key milestone, topping US$1b in annual revenue while hitting record daily and monthly active users, even as questions about AI driven competition and the app’s staying power intensify. See our latest analysis for Duolingo. Despite the user and revenue milestones, Duolingo’s recent share price performance has been weak, with a 30 day share price return of 25.03% and a year to date share price return of 36.21%. The 1 year total shareholder return of 74.50%...
NYSE:HASI
NYSE:HASIDiversified Financial

HA Sustainable Infrastructure Capital Reshapes Growth Path In Sustainable Infrastructure Finance

HA Sustainable Infrastructure Capital (NYSE:HASI) reported record investment volume of US$4.3b, nearly double the prior year. The company announced major new deals, including a joint venture with Sunrun and involvement in the SunZia wind project. HASI expanded its co investment vehicle with KKR and shifted its corporate structure from a REIT to a C Corporation. The company introduced earnings guidance through 2028 and highlighted ongoing proprietary sustainability metrics. For investors...
NYSE:BROS
NYSE:BROSHospitality

Dutch Bros Expansion Tests Growth Story With Food Menu And Urban Formats

Dutch Bros, NYSE:BROS, is pushing ahead with a major expansion that includes more than 180 planned new shops in 2026. The company is converting 20 recently acquired Clutch Coffee locations and rolling out new urban walk up formats. A nationwide food program and an expanded mobile order platform are being introduced across the system. Dutch Bros, NYSE:BROS, is leaning into growth with an aggressive build out that includes new builds and the recently acquired Clutch Coffee sites. Shares trade...
NYSE:USAC
NYSE:USACEnergy Services

USA Compression Partners J W Power Deal Reshapes Scale And Valuation Story

USA Compression Partners (NYSE:USAC) has agreed to acquire J-W Power, a move that significantly broadens its compression services network across the United States. The transaction marks a transformational step for the partnership, expanding its fleet and customer base in midstream and production-focused compression. The combined platform is expected to create operational efficiencies and a more extensive service offering for energy infrastructure customers. For investors watching NYSE:USAC,...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

A Look At PayPal Holdings (PYPL) Valuation As Enrique Lores Takes Over Following Weak Quarterly Results

PayPal Holdings (PYPL) is back in focus after the board moved to replace Alex Chriss with Enrique Lores as CEO, following weaker quarterly results and pressure around execution and branded checkout. See our latest analysis for PayPal Holdings. Despite the CEO change and weaker quarterly results, the share price has already fallen sharply, with a 30.7% year to date share price decline and a 5 year total shareholder return of 84.76% decline, pointing to fading momentum and a reset in...
NYSE:HOG
NYSE:HOGAuto

Harley-Davidson Turnaround Targets Dealer Health As Boardroom Change Looms

Harley-Davidson (NYSE:HOG) is rolling out an aggressive turnaround effort focused on cleaning up inventory and aligning shipments with actual retail demand. Management is prioritizing actions to rebuild dealer confidence and stabilize operations across the dealer network. Board member James Duncan Farley Jr. has informed the company that he will not stand for re-election, prompting a change in board composition. Harley-Davidson, best known for its heavyweight motorcycles and related...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Intel Faces India Antitrust Penalty As AI Pivot Tests Rich Valuation

Intel received an antitrust penalty in India tied to a discriminatory, region specific warranty policy and has discontinued the practice. The company committed $100 million to AI firm SambaNova Systems as part of its broader push into AI computing. Intel appointed former Qualcomm executive Eric Demers as Chief GPU Architect, signaling a leadership shift around graphics and AI hardware. Intel, NasdaqGS:INTC, is in the spotlight as it deals with a regulatory setback in India at the same time...
NYSE:OBK
NYSE:OBKBanks

Assessing Origin Bancorp (OBK) Valuation As P/E Premium Contrasts With Discounted DCF Estimate

Why Origin Bancorp Is on Investors’ Radar Today Origin Bancorp (OBK) has drawn fresh attention after recent share price moves, with the stock showing mixed short term returns alongside relatively stronger performance over the past 3 months and year to date. See our latest analysis for Origin Bancorp. With the share price at US$43.74 and a 30 day share price return of 8.16% building on a 90 day gain of 28.42%, recent weakness over the past week looks more like a pause within a stronger trend...
NasdaqGS:POWL
NasdaqGS:POWLElectrical

Has Powell Industries (POWL) Gone Too Far After 182% One Year Share Price Surge

Wondering whether Powell Industries at around US$585 per share is still offering value, or if the easy money has already been made. The stock has posted returns of 2.6% over the last week, 39.3% over the last month, 66.0% year to date and 181.8% over the last year, with a very large gain over three and five years that is well above 10x. Recent coverage has focused on Powell Industries as an electrical and power equipment supplier. This has put more attention on how its order pipeline and...
NYSE:VNT
NYSE:VNTElectronic

Vontier (VNT) Valuation Check After Earnings Beat And Ongoing Buybacks

Vontier (VNT) is back on investors’ radar after its fourth quarter and full year 2025 results topped revenue and earnings expectations, with Mobility Technologies and Environmental and Fueling Solutions doing much of the heavy lifting. See our latest analysis for Vontier. Vontier’s recent earnings beat, dividend affirmation and completion of a sizeable buyback have come alongside a 20.75% 90 day share price return and a 65.18% three year total shareholder return. This suggests momentum has...