U.S. IT Stock News

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...

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...

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...

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...

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%...

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%...

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...

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...

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...

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...

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...

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...

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...

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...

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,...

On January 20, Japan’s Ministry of Health, Labour and Welfare granted Orphan Drug designation to Dyne Therapeutics’ investigational DM1 treatment zeleciment-basivarsen, which has shown early and sustained improvements in myotonia, muscle strength and function alongside a favorable safety profile. This additional Orphan Drug status, on top of designations already secured in the U.S. and Europe, underscores global regulatory recognition of the urgent unmet need in myotonic muscular dystrophy...

Halozyme Therapeutics (HALO) closed out FY 2025 with fourth quarter revenue of US$451.8 million and a basic EPS loss of US$1.20, compared with Q4 2024 revenue of US$298.0 million and basic EPS of US$1.08. Over the past year, the company has seen quarterly revenue move from US$290.1 million in Q3 2024 to US$354.3 million in Q3 2025, while basic EPS shifted from US$1.08 to US$1.49 over the same quarters, creating a mixed picture for margins as investors digest the latest numbers. See our full...

Why Dollar Tree’s upgrade is back in focus Rothschild & Co Redburn’s recent upgrade of Dollar Tree (DLTR) put fresh attention on the retailer’s multi price rollout and earnings outlook, even as the company manages customer backlash and cost pressures. See our latest analysis for Dollar Tree. Dollar Tree’s share price has been volatile, with a 34.48% 90 day share price return and a 5.29% 1 month share price decline, while the 1 year total shareholder return sits at 75.27%, suggesting momentum...

Glaukos (GKOS) has just posted its FY 2025 numbers with Q4 revenue of US$143.1 million and a basic EPS loss of US$2.32, alongside a trailing twelve month revenue line of US$507.4 million and a basic EPS loss of US$3.28. Over recent quarters, the company has seen revenue move from US$96.7 million in Q3 2024 to US$105.5 million in Q4 2024 and then to US$143.1 million in Q4 2025, while quarterly basic EPS losses shifted from US$0.39 in Q3 2024 to US$0.60 in Q4 2024 and US$2.32 in Q4 2025. For...

If you are wondering whether Ciena's share price still lines up with its underlying value, you are not alone. This article will walk through what the current market price might be implying. Ciena closed at US$310.96, with returns of 4.6% over the last 7 days, 27.7% over 30 days, 26.4% year to date, 257.2% over 1 year and a very large gain over 3 and 5 years. Recent headlines around Ciena have kept attention on the stock, as investors weigh what the current price means for long term...

If you are wondering whether Macy's current share price still offers value, this article will walk through what the numbers are saying and how that might fit with your own view of the business. Macy's shares last closed at US$22.77, with returns of 4.8% over the past 7 days, 4.7% over 30 days, 0.1% year to date, 55.7% over 1 year, 24.4% over 3 years, and 77.0% over 5 years. Recent headlines around Macy's have focused on the company as a department store brand in a changing retail market and...

If you are wondering whether Oshkosh is still reasonably priced after its recent run, this article will walk through what the current share price might be implying about value. Oshkosh shares last closed at US$171.58, with returns of 12.7% over the past 30 days, 29.8% year to date, 58.9% over 1 year, 101.2% over 3 years, and 64.7% over 5 years. Many investors are asking what is already priced in. Recent headlines have focused on Oshkosh in the context of ongoing interest in capital goods and...

Grand Canyon Education (LOPE) has just released its full year 2025 results and issued detailed 2026 guidance, providing fresh numbers on earnings, margins and service revenue targets for each quarter. See our latest analysis for Grand Canyon Education. The shares have reacted positively to the new 2025 results and 2026 guidance, with a 1-day share price return of 3.35% and a 7-day return of 4.68%, although the 30-day return of a 5.89% decline tempers that short term momentum. Over a longer...

In the first quarter ended December 31, 2025, CleanSpark, Inc. reported a net loss of US$378.71 million, reversing from net income of US$246.79 million a year earlier as earnings per share swung from profit to loss. This sharp shift in profitability has prompted analysts to reassess the company’s outlook in light of lower bitcoin prices and operational uncertainty. Against this backdrop, we’ll examine how the earnings swing and related analyst caution may reshape CleanSpark’s broader...