U.S. IT Stock News

NasdaqGS:SBLK
NasdaqGS:SBLKShipping

Star Bulk Carriers (SBLK) Is Up 6.1% After Earnings Optimism And Low Valuation Signals Has The Bull Case Changed?

Star Bulk Carriers recently traded higher, ahead of its 25 February 2026 earnings release, with projections pointing to strong year-over-year earnings growth and analyst estimates largely unchanged, reflected in its current Zacks Rank of #3 (Hold). Investor attention has increased as the company’s forward P/E sits below the industry average, suggesting a relatively lower valuation alongside expectations for robust upcoming results. Next, we’ll examine how anticipation of stronger earnings...
NasdaqGS:MEDP
NasdaqGS:MEDPLife Sciences

Assessing Medpace Holdings (MEDP) Valuation After Strong Results, Softer Bookings And New Legal Uncertainty

Medpace Holdings (MEDP) recently reported quarterly results that came in ahead of market expectations and issued 2026 guidance, but a softer book to bill ratio and a new securities law investigation have complicated the story. See our latest analysis for Medpace Holdings. The share price has been under pressure recently, with a 30 day share price return of 22.83% and a 90 day share price return of 26.63%. However, the 1 year total shareholder return of 33.38% and 3 year total shareholder...
NasdaqGS:SFD
NasdaqGS:SFDFood

Assessing Smithfield Foods (SFD) Valuation After Recent Share Price Momentum

Smithfield Foods (SFD) is back on investors’ radar after recent share price moves, with the stock showing mixed short term returns but stronger performance over the past month and the past three months. See our latest analysis for Smithfield Foods. The latest share price of US$25.04 sits alongside a 30 day share price return of 10.07% and a 90 day share price return of 18.50%. The 1 year total shareholder return of 24.16% points to momentum that has been building rather than fading. If recent...
NasdaqGS:ASML
NasdaqGS:ASMLSemiconductor

Is ASML Holding (NasdaqGS:ASML) Pricing In Too Much After 1-Year 100% Gain

If you are wondering whether ASML Holding’s share price still makes sense after a strong run, or if expectations have gone too far, this article will walk you through what the current market price might be implying. With the stock last closing at US$1,469.59 and returns of 4.5% over 7 days, 5.8% over 30 days, 26.3% year to date and 100.8% over 1 year, many investors are asking what is already priced in. Recent coverage has focused on ASML’s central role in supplying advanced semiconductor...
NYSE:HWM
NYSE:HWMAerospace & Defense

What Howmet Aerospace (HWM)'s Debt-Funded CAM Deal Means For Shareholders

In February 2026, Howmet Aerospace completed several fixed‑rate senior unsecured note offerings totaling about US$1.20 billion, with maturities ranging from 2028 to 2036, to help finance its approximately US$1.80 billion proposed acquisition of Consolidated Aerospace Manufacturing and supplement borrowings under its commercial paper program and existing cash. This combination of debt‑funded acquisition plans, ongoing share repurchases, and solid 2025 earnings puts Howmet’s balance sheet,...
NasdaqGS:AXON
NasdaqGS:AXONAerospace & Defense

Axon Enterprise (AXON) Valuation Check After A Sharp Pullback In Share Price

Axon Enterprise stock snapshot Axon Enterprise (AXON) has attracted attention after a sharp pullback, with the share price down about 29% over the past month and 18% over the past 3 months, despite positive annual revenue and net income growth. See our latest analysis for Axon Enterprise. The recent 29.2% one-month share price decline and 23.0% year-to-date share price return have cooled momentum, even though the three-year total shareholder return of 122.6% and five-year total shareholder...
NYSE:DG
NYSE:DGConsumer Retailing

Dollar General Market Expansion Puts Grocery And Valuation Support In Focus

Dollar General (NYSE:DG) has launched a new Dollar General Market format featuring an expanded grocery assortment. The remodel brings more fresh produce, meat, and everyday food essentials to communities with limited grocery options. The change reflects the company’s focus on community investment and access to food in underserved areas. For you as an investor, this move sits at the intersection of discount retail and everyday essentials, an area where consistent foot traffic can matter as...
NasdaqGS:GT
NasdaqGS:GTAuto Components

A Look At Goodyear (GT) Valuation After Mixed 2025 Results And Fourth Quarter Profit Turnaround

Why Goodyear’s latest earnings matter for shareholders Goodyear Tire & Rubber (GT) just reported fourth quarter and full year 2025 results, with stronger quarterly profit but a full year net loss, giving investors mixed signals on the stock’s recent performance. See our latest analysis for Goodyear Tire & Rubber. The mixed earnings story is also showing up in the trading data, with the 90 day share price return of 9.83% pointing to improving momentum. In contrast, the 1 year total shareholder...
NasdaqCM:VRRM
NasdaqCM:VRRMProfessional Services

A Look At Verra Mobility (VRRM) Valuation After Hawaii’s Statewide Enforcement Contract Win

Verra Mobility (VRRM) drew fresh investor attention after securing a 10 year contract worth roughly US$160 million with Hawaii’s Department of Transportation to expand its automated red light and speed enforcement program statewide. See our latest analysis for Verra Mobility. The Hawaii contract follows another large win with New York City earlier in February. Together, these updates contrast with a softer share price picture, with a 30-day share price return of an 11.16% decline, a...
NasdaqGS:GLPI
NasdaqGS:GLPISpecialized REITs

What Gaming and Leisure Properties (GLPI)'s Record Results and $2.6 Billion Pipeline Expansion Means For Shareholders

Gaming and Leisure Properties, Inc. recently reported record 2025 results, with revenue rising to US$1.59 billion and net income reaching US$825.11 million, while also declaring a US$0.78 per-share dividend for the first quarter of 2026. Alongside these earnings, the completion of the US$700 million Bally’s Lincoln acquisition and a US$2.6 billion committed development pipeline highlight how GLPI is expanding its casino real estate footprint while keeping leverage below its internal...
NasdaqGS:DOCU
NasdaqGS:DOCUSoftware

Reassessing DocuSign (DOCU) After A 47% Slide And Fresh Valuation Signals

If you are wondering whether DocuSign's current share price reflects its true worth, you are not alone. This article will help you frame that question clearly. With the stock closing at US$44.48 and returns of a 0.8% decline over 7 days, a 22.6% decline over 30 days, a 31.4% decline year to date and a 47.0% decline over 1 year, many investors are reassessing what a fair price looks like for DocuSign. Recent coverage has focused on how DocuSign is repositioning itself within the broader...
NasdaqGS:PAYX
NasdaqGS:PAYXProfessional Services

Paychex Director Buys More Shares As Valuation Flags Potential Upside

Paychex Director Joseph Doody recently acquired additional shares of NasdaqGS:PAYX, signaling increased personal exposure to the company. The insider purchase comes as Paychex shares trade at $91.24 following a 16.0% decline year to date. This transaction adds a fresh data point for investors watching insider activity at Paychex. For investors tracking Paychex, the timing of this insider buying stands out against a weaker recent share performance. The stock is at $91.24, with a 7 day return...
NasdaqGS:CRAI
NasdaqGS:CRAIProfessional Services

Is CRA International (CRAI) Pricing Reflect Longer Term Gains After Recent Pullback

If you are wondering whether CRA International's current share price reflects its real value, you are not alone. The stock has a mix of recent returns that raises fair questions about what it is truly worth. At a last close of US$166.60, CRA International has returned 7.3% over the past week, after a 20.3% decline over 30 days and year to date and 1 year returns of 16.9% and 16.2% declines. The 3 year and 5 year returns sit at 38.1% and 221.5% respectively. These moves come against a...
NYSE:NU
NYSE:NUBanks

Nu Holdings Redraws Growth Story With AI Push And U.S. Charter

Nu Holdings (NYSE:NU) has outlined a global expansion plan that includes significant investment in new international offices. The company has acquired AI firm Hyperplane to deepen its data and machine learning capabilities across its product suite. Nu has secured a conditional U.S. national bank charter, opening the door to offering regulated banking services in the United States. The company has also entered a partnership with the Mercedes AMG PETRONAS F1 Team as part of its global brand...
NYSE:VSTS
NYSE:VSTSCommercial Services

A Look At Vestis (VSTS) Valuation After Q1 Earnings Loss And Reaffirmed 2026 Revenue Outlook

Vestis (VSTS) moved after releasing first quarter 2026 results, which showed lower sales and a net loss. The company also reaffirmed its full year guidance for revenue, projecting results between flat and a 2% decline. See our latest analysis for Vestis. The earnings release and reaffirmed guidance seem to have shifted sentiment in the short term, with a 1-day share price return of 3.91% and a 30-day share price return of 16.50% at a latest share price of $7.98. However, the 1-year total...
NasdaqGS:VRTX
NasdaqGS:VRTXBiotechs

A Look At Vertex Pharmaceuticals (VRTX) Valuation After Strong Results And Growing Casgevy And Journavx Contributions

Vertex Pharmaceuticals (VRTX) drew fresh attention after reporting full year 2025 results, with revenue of US$12.0b and net income of US$3.95b, alongside guidance highlighting contributions from Casgevy and Journavx. See our latest analysis for Vertex Pharmaceuticals. That backdrop has come with a mixed price move, with a 12.48% 90 day share price return and a modest 1.81% 30 day share price return, while the 1 year total shareholder return of 1.52% decline contrasts with a 65.95% gain over...
NYSE:ALB
NYSE:ALBChemicals

Idling Kemerton While Guiding Flat 2026 Output Might Change The Case For Investing In Albemarle (ALB)

Earlier in February 2026, Albemarle said it had idled the last operating train at its Kemerton lithium hydroxide plant in Western Australia, recorded US$245.60 million of long‑lived asset impairments for the December 2025 quarter, and reported a quarterly net loss despite higher sales. At the same time, Albemarle guided to 2026 net sales of US$5.70 billion to US$6.00 billion with flat volumes, while shifting Kemerton into care and maintenance but planning to meet lithium hydroxide demand...
NYSE:TMO
NYSE:TMOLife Sciences

Thermo Fisher Datavant Data Link Draws Focus To TMO Valuation And Risks

Thermo Fisher Scientific (NYSE:TMO) has entered into a data collaboration with Datavant to link real world data with its clinical research operations. The partnership uses Datavant's privacy preserving technology to connect diverse healthcare datasets for clinical studies. The goal is to support study design, patient recruitment, and evidence generation across life sciences research. Thermo Fisher Scientific, trading at $510.93, sits in a challenging period for shareholders, with the stock...
NYSE:VOYA
NYSE:VOYADiversified Financial

A Look At Voya Financial (VOYA) Valuation After New Fixed Income Offering And Shelf Registration

Voya Financial (VOYA) has launched a new fixed income offering of senior, unsecured fixed rate notes, shortly after filing an omnibus shelf registration that covers debt, equity, preferred stock, depositary shares, warrants, and units. See our latest analysis for Voya Financial. Voya’s new notes come after a period where momentum has softened slightly in the short term, with a 30 day share price return of a 1.83% decline. The 1 year total shareholder return of 6.56% and 5 year total...
NYSE:JPM
NYSE:JPMBanks

JPMorgan Trump Account Closures Put Reputational Risk Policies Under Review

JPMorgan Chase (NYSE:JPM) confirmed it closed bank accounts held by former President Donald Trump and his businesses after the January 6, 2021 US Capitol events. New court filings in an ongoing lawsuit allege the closures were politically motivated, while the bank cites reputational risk considerations. The case brings fresh attention to how one of the largest US banks handles high profile clients when legal, political and reputational issues intersect. For you as an investor, this puts a...
NYSE:BLD
NYSE:BLDConsumer Durables

Is It Too Late To Consider TopBuild (BLD) After A 71% One Year Rally?

If you are wondering whether TopBuild is still good value after a strong run, this article will walk through what the current share price could mean for you as an investor. The stock closed at US$518.92, with returns of 6.3% over the last 30 days, 20.3% year to date and 70.8% over 1 year. The 7 day return of a 5.8% decline may have some investors reassessing the balance between opportunity and risk. Recent coverage has focused on TopBuild as a key player in building products and installation...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

Is Regeneron (REGN) Still Reasonably Priced After Its Multi Year Share Price Run?

If you are wondering whether Regeneron Pharmaceuticals is still priced fairly after a strong multi year run, or if the market is missing something in plain sight, this article will help you weigh what you are really paying for. The stock most recently closed at US$779.67, with returns of 3.5% over 30 days and 74.2% over 5 years, so recent moves and longer term performance give mixed signals on how the market is pricing its potential and risks. Recent headlines around Regeneron have focused...
NasdaqGS:LBTY.A
NasdaqGS:LBTY.ATelecom

Liberty Global (LBTY.A) Is Up 15.2% After Huge 2025 Loss Despite Higher Sales - What's Changed

Liberty Global Ltd. has reported its full-year 2025 results, with sales rising to US$4,878.5 million from US$4,341.9 million, but swinging from a net income of US$1.59 billion to a very large net loss of US$7.14 billion and a basic loss per share from continuing operations of US$20.86. The combination of higher revenue and a very large reported loss raises questions about cost structure, one-off charges, and how resilient the business model really is. We’ll now consider how this sharp move...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

Airbnb (ABNB) Is Up 5.4% After Q4 Beat, Buybacks And New Employee Share Plan - What's Changed

In February 2026, Airbnb reported fourth-quarter 2025 revenue of US$2,778 million and net income of US$341 million, with full-year 2025 revenue of US$12.24 billion and net income of US$2.51 billion, alongside completing share repurchases totaling US$6.47 billion across two programs. The company paired these results with a new US$2.32 billion shelf registration for employee share offerings and highlighted product initiatives like Reserve Now, Pay Later and transparent pricing as key drivers...