U.S. IT Stock News

NYSE:EMN
NYSE:EMNChemicals

A Look At Eastman Chemical (EMN) Valuation After Its Latest $598.7 Million Bond Offering

Why Eastman Chemical’s New Bond Issue Matters for Stockholders Eastman Chemical (EMN) has just completed a fixed income offering of about $598.7 million in 4.50% senior unsecured notes due 2031. This capital raise reshapes its funding mix and may influence how you think about the stock. See our latest analysis for Eastman Chemical. Eastman Chemical’s latest bond issue lands after a busy few weeks, with a quarterly dividend affirmation and completion of a long-running buyback program. This...
NYSE:SCHW
NYSE:SCHWCapital Markets

Evaluating Charles Schwab (SCHW) As AI Push And Fee Pressures Refocus Attention On Valuation

Charles Schwab (SCHW) is drawing fresh investor attention after doubling down on artificial intelligence across its wealth management units, from call centers to an AI powered estate planning platform. This shift is raising questions about future economics. See our latest analysis for Charles Schwab. Schwab’s recent 11% sell off and 8.13% 1 month share price decline sit against a 17.73% 1 year total shareholder return, suggesting longer term momentum remains positive even as the market...
NYSE:AIZ
NYSE:AIZInsurance

Is Assurant’s Buyback And Home Warranty Push Altering The Investment Case For AIZ?

Assurant, Inc. reported past fourth-quarter 2025 revenue of US$3,350.4 million and net income of US$225.2 million, alongside full-year revenue of US$12.81 billion and net income of US$872.7 million, while completing a US$579.88 million buyback and launching Assurant Home Warranty across major Compass International Holdings real estate brands. The combination of higher earnings, reduced share count through buybacks, and entry into the large real estate–driven home warranty channel marks a...
NYSE:KTB
NYSE:KTBLuxury

Kontoor Brands Balances Executive Protections With Ongoing Dividend And Valuation Upside

Kontoor Brands (NYSE:KTB) has adopted an Executive Severance Plan, formalizing protections for senior leadership in certain termination scenarios. The board also approved a quarterly dividend, continuing the return of capital to shareholders. These moves come as the company’s shares trade at $67.85, with a mixed return profile across different time frames. Kontoor Brands is pairing governance changes with ongoing shareholder payouts at a time when the stock has a varied track record...
NasdaqGM:CVAC
NasdaqGM:CVACBiotechs

CureVac (CVAC) Valuation Check After Phase 1 Brain Cancer Vaccine Milestone

Why CureVac's latest trial milestone matters for shareholders CureVac (CVAC) has completed a Phase 1 clinical study for its CVGBM mRNA based brain cancer vaccine in patients with surgically resected glioblastoma or astrocytoma, marking a key early checkpoint for its oncology pipeline. See our latest analysis for CureVac. The completion of the CVGBM Phase 1 study comes after a sharp 14.32% 1 day share price decline and a 19.18% 7 day share price return. However, CureVac’s year to date share...
NYSE:PSN
NYSE:PSNProfessional Services

Parsons (PSN) Is Up 5.8% After Landing Key U.S. Cyber Command Contract Intent - What's Changed

In February 2026, Parsons Corporation reported fourth-quarter and full-year 2025 results showing lower sales but slightly higher net income year-on-year, while also issuing 2026 revenue guidance of US$6.5 billion to US$6.8 billion and securing several new U.S. defense and security contracts, including a US$125 million Army research award and a US$91 million State Department security extension. Shortly after these mixed results and contract wins, Parsons’ Sealing Technologies unit received an...
NasdaqGS:NVMI
NasdaqGS:NVMISemiconductor

Nova (NVMI) Is Down 5.0% After Strong Q4 Beat And Upbeat 2026 Guidance Has The Bull Case Changed?

Nova Ltd. recently reported its fourth-quarter and full-year 2025 results, with revenue of US$222.62 million and net income of US$64.69 million for the quarter, alongside issuing first-quarter 2026 guidance of US$222 million to US$232 million in revenue and US$1.90 to US$2.02 in diluted GAAP EPS. Management highlighted that demand for Nova’s metrology tools in gate-all-around and advanced packaging applications, coupled with ongoing investments in new Asian manufacturing capacity and IT...
NYSE:GS
NYSE:GSCapital Markets

Will Goldman Sachs' Board DEI Retreat (GS) Reshape Its Governance and Culture Narrative?

In recent weeks, Goldman Sachs Group moved to remove race, gender identity and sexual orientation from the criteria used to select new board members, following pressure from activist shareholder National Legal and Policy Center and amid wider legal scrutiny of corporate DEI programs. This governance shift underscores how legal and political risks are reshaping boardroom practices at major banks, potentially affecting how investors assess culture, reputational risk and long-term oversight...
NasdaqGS:BIIB
NasdaqGS:BIIBBiotechs

Biogen (BIIB) Valuation Check After Earnings Momentum And Analyst Optimism

Biogen (BIIB) is back in focus after its latest quarterly earnings, where management highlighted contributions from newer drugs and analysts flagged the product portfolio as an important driver of current investor interest. See our latest analysis for Biogen. Biogen’s recent earnings release, upcoming leadership changes, and conference appearances have coincided with a 30 day share price return of 18.07% and a 1 year total shareholder return of 42.03%. This suggests momentum has strengthened...
NasdaqGS:COIN
NasdaqGS:COINCapital Markets

Why Coinbase (COIN) Is Up 7.1% After Q4 Loss, Big Buyback and New ESOP Shelf Registration

In February 2026, Coinbase Global, Inc. reported fourth-quarter 2025 results showing revenue of US$1,781.13 million and a net loss of US$666.73 million, contrasting with the prior year's profit, while also completing a US$1,744.9 million buyback of 8,227,751 shares and filing a US$2.46 billion shelf registration for an ESOP-related common stock offering. An interesting angle for investors is the combination of heavy share repurchases and a large employee share offering, which together...
NYSE:DD
NYSE:DDChemicals

DuPont Wins Major UK Wastewater Deal As Valuation Gap Persists

DuPont Water Solutions, part of DuPont de Nemours (NYSE:DD), has been selected by United Utilities to supply MemCor membrane bioreactor technology. The contract covers major wastewater treatment expansions at three United Utilities plants in the UK. The project includes what is expected to be the largest membrane bioreactor facility in the UK. MemCor systems are intended to support higher treatment capacity and tighter discharge limits for wastewater effluent. For you as an investor, this...
NYSE:SBR
NYSE:SBROil and Gas

Assessing Sabine Royalty Trust (SBR) Valuation After Lower Distribution And Weaker Oil And Gas Volumes

Sabine Royalty Trust (SBR) drew fresh attention after Argent Trust Company declared a lower cash distribution of $0.283370 per unit, alongside February production figures that showed reduced oil and gas volumes versus the prior month. See our latest analysis for Sabine Royalty Trust. At a share price of $69.97, Sabine Royalty Trust has seen mixed momentum, with a 1 month share price return of 3.67% but a 90 day share price return decline of 10.02%, while its 1 year total shareholder return of...
NYSE:ABG
NYSE:ABGSpecialty Retail

The Bull Case For Asbury Automotive Group (ABG) Could Change Following Mixed 2025 Results And Aggressive Buybacks

Asbury Automotive Group reported past fourth-quarter 2025 results with revenue rising to US$4,676.5 million while net income fell to US$60.0 million, and full-year 2025 revenue increased to US$18.00 billion alongside higher annual net income of US$492.0 million. Alongside these results, Asbury completed a past repurchase of 1,508,925 shares for US$330.29 million under its May 2023 buyback program, signaling continued use of capital returns even as quarterly profitability softened. Against...
NYSE:SYY
NYSE:SYYConsumer Retailing

Sysco Pilots Local Sourcing Program As Valuation Signals Potential Upside

Sysco is launching "Home Grown by Sysco", a pilot program focused on locally sourced and artisan food offerings. The initiative is part of the company's sustainability efforts and is intended to broaden its local supplier network. The program is expected to roll out first in select markets before potential expansion across Sysco's wider distribution footprint. For investors watching NYSE:SYY, "Home Grown by Sysco" arrives as the company trades around $89.28 per share, with a return of 29.8%...
NYSE:FRO
NYSE:FROOil and Gas

Frontline (NYSE:FRO) Valuation Check As Call Option Surge Puts Tanker Owner In Focus

Options Activity Puts Frontline (NYSE:FRO) in Focus A recent spike in call option volume for Frontline on the NYSE has put the tanker owner in the spotlight and drawn attention to how traders are positioning around shipping equities. See our latest analysis for Frontline. Frontline’s recent options activity comes against a backdrop of strong share price momentum, with a 26.59% 30 day share price return, a 61.71% year to date share price return and a 1 year total shareholder return of 100.13%...
NasdaqGS:BNTX
NasdaqGS:BNTXBiotechs

FDA Fast Track Win And New HR Chief Might Change The Case For Investing In BioNTech (BNTX)

Earlier this month, research firm Leerink Partners downgraded BioNTech SE’s rating after a strong rally, even as the company secured FDA Fast Track designation for its cancer candidate BNT113 and its Supervisory Board appointed Kylie Jimenez as Chief People Officer to support its oncology ambitions. This combination of regulatory momentum for BNT113 and a leadership hire aligned with BioNTech’s goal of becoming a multi-product oncology company by 2030 underscores how the business is...
NasdaqGS:UNIT
NasdaqGS:UNITTelecom

Assessing Uniti Group (UNIT) Valuation After FastWaves Launch And 2026 Expansion Plan Progress

Expansion plan and FastWaves launch Uniti Group (UNIT) is in focus after Uniti Wholesale outlined faster progress on its 2026 expansion plan, featuring new data center on ramps, upgraded long haul routes, and the FastWaves high capacity wavelength program. See our latest analysis for Uniti Group. Uniti Group’s recent network expansion news comes after a strong 90 day share price return of 39.93% and a 30 day share price return of 9.19%. However, the 1 year total shareholder return decline of...
NYSE:JLL
NYSE:JLLReal Estate

JLL (JLL) Net Margin Improvement Challenges Longstanding Bearish Earnings Narratives

Jones Lang LaSalle (JLL) has put up a busy FY 2025 so far, with Q3 revenue at US$6.5b and basic EPS of US$4.71, alongside trailing 12 month revenue of US$25.3b and EPS of US$13.31 that captures the broader earnings cycle. Over recent quarters the company has seen revenue move from US$5.7b and EPS of US$1.17 in Q1 2025 to US$6.3b and EPS of US$2.37 in Q2, and then to US$6.5b and EPS of US$4.71 in Q3, with a 32.1% earnings increase over the past year setting the backdrop for a business where...
NasdaqGS:ISRG
NasdaqGS:ISRGMedical Equipment

Is It Too Late To Consider Intuitive Surgical (ISRG) After Recent Share Price Weakness?

If you are wondering whether Intuitive Surgical at around US$500.76 a share still offers value or has run ahead of itself, you are not alone. The stock has had a mixed run, with a 0.9% gain over the last 7 days, a 6.4% decline over the past month, a 10.9% decline year to date, and a 17.7% decline over the past year, while still showing a 114.4% return over 3 years and 98.0% over 5 years. Recent coverage has focused on Intuitive Surgical's position as a key player in robotic assisted surgery...
NYSE:CON
NYSE:CONHealthcare

How Strong Q4 Results And Georgia Expansion At Concentra (CON) Has Changed Its Investment Story

Concentra Group Holdings Parent recently reported strong Q4 preliminary results and, despite broader macroeconomic volatility, continued its U.S. footprint expansion by opening a new occupational health medical center in Georgia. This combination of resilient operating performance and ongoing clinic rollout underscores how Concentra is reinforcing access to employer-focused health services while steadily building its network. We’ll now examine how Concentra’s resilient Q4 performance and...
NYSE:TKR
NYSE:TKRMachinery

How Investors Are Reacting To Timken (TKR) Buyback, Dividend Hold, M&A Push And Board Changes

In February 2026, The Timken Company announced a new share repurchase authorization of up to 10,000,000 shares through February 28, 2031, reaffirmed its quarterly dividend at US$0.35 per share, and outlined ongoing plans for mergers and acquisitions alongside changes to its board leadership. These moves collectively highlight Timken’s emphasis on capital return, portfolio expansion in areas like humanoid robotics, and governance continuity during an audit committee transition. We’ll now...
NYSE:HIG
NYSE:HIGInsurance

Did Hartford’s New Dividends and Book-Value Gains Just Shift Hartford Insurance Group's (HIG) Investment Narrative?

The Hartford’s board recently declared a US$0.60 per-share common dividend payable on April 2 and a US$375 Series G preferred dividend payable on May 15, reinforcing its ongoing role in property and casualty insurance, employee benefits, and mutual funds. Amid analyst forecasts for softer near-term revenue, the combination of fresh dividends and faster book-value growth highlights management’s emphasis on capital return backed by strengthening assets. Next, we’ll explore how this new...
NasdaqGS:GTX
NasdaqGS:GTXAuto Components

Assessing Garrett Motion (GTX) Valuation After MEG Turbocharger Debut With Weichai

Why Garrett Motion’s MEG Turbocharger Launch With Weichai Matters Garrett Motion (GTX) has put its new MEG turbocharger platform into first commercial use with Weichai’s next generation large bore engines, targeting marine propulsion and power generation markets. This first deployment takes Garrett’s turbo technology into larger frame applications that are engineered for demanding operating conditions, including marine vessels, high output power plants, and backup gensets for critical...
NasdaqGS:COKE
NasdaqGS:COKEBeverage

A Look At Coca-Cola Consolidated (COKE) Valuation After Mixed 2025 Results On Sales And Net Income

Coca-Cola Consolidated (COKE) has just reported fourth quarter and full year 2025 results, with sales and profit moving in different directions. This gives investors fresh numbers to reassess the stock after a strong year of returns. See our latest analysis for Coca-Cola Consolidated. The fresh results come after a strong run in the share price, with a 30 day share price return of 12.42% and a 1 year total shareholder return of 21.73% off a US$170.29 share price. Over the longer term,...