U.S. IT Stock News

The EEOC’s move to enforce subpoenas against NIKE (NKE) over its diversity, equity, and inclusion programs has shifted attention to potential regulatory and reputational risks that could shape how investors view the stock. See our latest analysis for NIKE. Recent headlines around the EEOC probe come as NIKE’s share price has moved to US$63.92, with a 7 day share price return of 3.41% but a 1 year total shareholder return decline of 4.74%, suggesting near term momentum contrasts with weaker...

Why Dollar General’s Boardroom Shuffle Matters for Shareholders Dollar General (DG) just announced a leadership change at the top of its board, with David P. Rowland set to become chairman as investors weigh contrasting views on execution, earnings potential, and recent performance pressures. See our latest analysis for Dollar General. Investors have already been reacting to Dollar General’s story, with a 46.1% 90 day share price return and a 106.8% 1 year total shareholder return, even...

Gold.com (GOLD) just posted Q2 2026 results with revenue of US$6.5b and basic EPS of US$0.47, while trailing 12 month EPS sits at US$0.51 on revenue of US$15.7b, setting the stage against a backdrop where earnings forecasts are described as rapid but recent profit margins remain thin. The company has seen quarterly revenue move from US$2.7b in Q2 2025 to US$6.5b in Q2 2026, while basic EPS shifted from US$0.28 to US$0.47 over the same period. Trailing 12 month net income of US$12.5m...

In late 2025, Arista Networks announced major upgrades to its Cognitive Campus platform, including the launch of Arista VESPA for large-scale WLAN mobility and expanded AI-driven capabilities. This push deeper into AI-enabled networking and campus infrastructure highlights Arista’s ambition to broaden its role beyond core cloud data centers. Next, we’ll examine how Arista’s expanded AI-driven Cognitive Campus platform shapes the company’s investment narrative and long-term competitive...

Halliburton (HAL) has wrapped up FY 2025 with Q4 revenue of US$5.7 billion and basic EPS of US$0.70, alongside net income of US$589 million, set against trailing twelve month EPS of US$1.50 on revenue of US$22.2 billion and net income of US$1.3 billion. This gives investors a clearer view of the latest run rate. The company has seen quarterly revenue remain in a tight band from US$5.4 billion in Q1 2025 to US$5.7 billion in Q4, while EPS moved from US$0.24 in Q1 to US$0.70 in Q4. Trailing net...

If you are wondering whether Hexcel's current share price still offers value, this article will walk through what the numbers are saying and how that might fit your own expectations. Hexcel shares last closed at US$86.00, with returns of 3.9% over 7 days, 6.5% over 30 days, 11.9% year to date, 32.8% over 1 year, 26.7% over 3 years and 73.8% over 5 years, which may affect how investors think about its risk and return trade off today. Recent interest in Hexcel has been shaped by ongoing...

If you are wondering whether NetScout Systems stock is offering fair value right now, it helps to step back and see how the current price lines up with what the business may be worth. The share price recently closed at US$27.67, with returns of 0.5% decline over 7 days, 2.8% over 30 days, 3.1% year to date and 14.2% over 1 year, while the 3 year and 5 year returns stand at 7.5% decline and 12.2% decline respectively. These moves sit against a backdrop of evergreen interest in NetScout...

In late January 2026, Intuitive Surgical announced that the U.S. FDA cleared its da Vinci 5 system for a range of minimally invasive cardiac procedures, while by December 31, 2025 it had completed a long-running share repurchase totaling 27,136,985 shares for US$7.95 billions. These developments highlight how Intuitive is pairing major technological advances in high-complexity surgery with substantial capital returns, reinforcing confidence in its innovation-led model. Next, we’ll examine...

Griffon (GFF) kicked off Q1 2026 with revenue of US$649.1 million and basic EPS of US$1.44, setting the tone against a trailing twelve month revenue base of about US$2.5 billion and TTM EPS of US$0.99. Over recent quarters the company has seen revenue move between US$611.7 million and US$662.2 million, while quarterly EPS has ranged from a loss of US$2.65 to a high of US$1.56. This has left investors focused on how current margins frame the story behind this latest print. See our full...

IAC Inc. has reported its fourth quarter and full-year 2025 results, with sales of US$645.98 million for the quarter and US$2.39 billion for the year, alongside much lower net losses than the prior year and ongoing share repurchases that have retired 14.92% of its stock since 2020. While annual sales declined compared with 2024, IAC’s reduced losses, focus on off-platform and AI-related revenues, and completion of a sizeable buyback program underscore how the business is reshaping its...

If you are wondering whether Reddit's current share price reflects its true worth, you are not alone. This article walks through how that value stacks up using several common valuation frameworks. Despite the recent buzz around the stock, Reddit has seen sharp pullbacks, with the share price at US$139.83 after a 22.4% decline over 7 days, 42.8% over 30 days and 42.2% year to date, while the 1 year return sits at a 37.9% decline. Recent headlines have focused heavily on Reddit's role as the...

If you are wondering whether News is priced attractively today, this article walks through what the current share price may be implying about the company. The stock recently closed at US$22.50, with returns of a 16.8% decline over 7 days, a 15.0% decline over 30 days, a 14.1% decline year to date and a 22.0% decline over 1 year. This sits against a 23.7% gain over 3 years and a 0.8% decline over 5 years. These mixed returns sit against an ongoing flow of company and sector news, which has...

Why Project Vault and Wolfsberg’s License Renewal Matter for Critical Metals The latest move in Critical Metals (NasdaqGM:CRML) was sparked by the White House confirming Project Vault, a nearly US$12b critical minerals stockpile plan, alongside fresh regulatory milestones across the company’s lithium and rare earth portfolio. For you as an investor, the key angle is that these policy moves and approvals arrive while Critical Metals remains pre revenue. As a result, attention is squarely on...

Blackstone Infrastructure, part of NYSE:BX, has proposed a US$11.5b acquisition of TXNM Energy, the owner of Public Service Company of New Mexico. The transaction is under review by regulators in New Mexico, with hearings drawing participation from community advocates and industry groups. Public concerns focus on potential electricity rate changes and how effectively regulators can oversee a private equity backed utility owner. For Blackstone, TXNM Energy would add a regulated utility...

Enova International reported fourth-quarter 2025 revenue of US$501.89 million and net income of US$78.98 million, capping a full year in which revenue reached US$1.83 billion and net income was US$308.39 million, both higher than the prior year. The company also completed a sizeable share repurchase program while preparing to integrate its pending Grasshopper Bank acquisition, signaling a focus on both capital returns and expanding its lending platform. Next, we’ll examine how Enova’s record...

The Carlyle Group Inc. recently reported fourth-quarter 2025 revenue of US$1,901.1 million and net income of US$358.1 million, alongside a quarterly dividend declaration of US$0.35 per share payable in February 2026. Management highlighted a record year for fee-related earnings, strong fundraising that exceeded original inflow targets, and assets under management reaching US$477 billion, underpinned by vigorous IPO activity and accelerated monetizations. We’ll now explore how Carlyle’s...

In early February 2026, Equifax reported fourth-quarter 2025 results showing higher sales and earnings than a year earlier, issued full-year 2026 revenue guidance of US$6.66–US$6.78 billion, and confirmed substantial share repurchases under its US$3 billion buyback program. Management highlighted growing contributions from cloud- and AI-enabled products, including new fraud and income-verification tools, as central to its 2026 growth and margin ambitions despite an expected small decline in...

If you are wondering whether Polaris at around US$69.33 offers genuine value or is simply drawing attention after a strong run, this article is intended to help you weigh that up clearly and calmly. The stock has returned 8.6% over the last 7 days, 4.3% year to date and 64.9% over the last year, alongside 3 year and 5 year returns of 32.7% and 33.7% declines, which presents a mixed picture of momentum and risk. Recent share price moves sit against a backdrop of ongoing interest in outdoor...

Kinsale Capital Group (NYSE:KNSL) announced a higher cash dividend for shareholders. The increase comes alongside annual growth in net premiums. Book value per share also showed annual growth, supporting the dividend decision. The move reflects management confidence in the company’s earnings power and capital position. Kinsale Capital Group focuses on the excess and surplus lines insurance market, a segment that often serves risks standard insurers are less willing to cover. For readers...

Gencor Industries (GENC) opened fiscal Q1 2026 with revenue of US$23.6 million and basic EPS of US$0.23, setting a clear marker for its latest quarterly performance. The company reported quarterly revenue of US$31.4 million in Q1 2025, followed by US$38.2 million, US$27.0 million and US$18.8 million across the 2025 financial year, while EPS over that stretch ranged from a high of US$0.42 to a low of US$0.13. With trailing 12 month net income of US$15.3 million and EPS of US$1.04, the latest...

Church & Dwight (NYSE:CHD) announced a broad slate of new product launches planned for 2026 across several core brands. The lineup includes THERABREATH toothpaste, ARM & HAMMER Dual Defense cat litter and a new fresh laundry detergent, HERO acne cleansers and Mighty Shield, and a material change in TROJAN condoms. The 2026 portfolio expansion targets a range of consumer needs in oral care, household care, acne care, and sexual health products. Church & Dwight, the consumer products company...

TransMedics Group recently reported strong year-over-year revenue growth, expanded its dedicated organ transport aviation fleet, and moved further toward a recurring-revenue, full-service model built around its Organ Care System technology. An interesting angle is the company’s plan to launch its first international National OPO Program in Italy and pursue kidney applications, signaling a broadening role across global transplant workflows. We’ll now examine how TransMedics Group’s shift to a...

If you are wondering whether Sprinklr's current share price reflects its true worth, you are not alone. Many investors are asking the same question before making their next move. The stock has recently been under pressure, with a 6.0% decline over the last week, a 21.4% decline over the last month, and a 30.9% decline over the past year. This weaker share price performance sits alongside ongoing attention on Sprinklr's position in customer experience software and how it stacks up against...

Zacks recently upgraded Atlantic Union Bankshares (AUB) to a Buy rating after analysts raised their earnings estimates, a shift that has drawn fresh attention to the bank’s dividend profile and recent payout decisions. See our latest analysis for Atlantic Union Bankshares. Beyond the dividend news and analyst upgrade, Atlantic Union Bankshares has seen firm positive momentum, with a 30 day share price return of 11.59% and a 90 day share price return of 27.92% from a last close of $41.78. Over...