U.S. IT Stock News

Krystal Biotech (KRYS) is back in focus after reporting fourth quarter and full year 2025 earnings, with net income and earnings per share above the prior year and analyst expectations. This has shifted attention squarely to its profit profile. See our latest analysis for Krystal Biotech. That earnings beat has come after a powerful run, with the latest share price at $272.50, a 24.6% 90 day share price return and a 54.5% total shareholder return over the past year. This suggests momentum has...

Okta (OKTA) is back in the spotlight after Anthropic introduced Claude Code Security, an AI tool that scans codebases for vulnerabilities and suggests fixes, sparking a sharp selloff in cybersecurity names. See our latest analysis for Okta. That Anthropic shock came after a tough stretch, with Okta’s 7 day share price return of 11.97% and 30 day return of 20.03% both negative, and the 1 year total shareholder return down 18.5%, hinting that momentum has been fading even as AI fueled security...

Earlier in February 2026, Mattel announced an expanded Hot Wheels lineup ahead of New York Toy Fair, revealing the Ultimate T-Rex Garage playset, a broadened Formula 1 collaboration, and new content and slime-powered Monster Trucks experiences that link toys with animated specials. This push ties physical playsets, premium collectibles, and digital storytelling together, highlighting how Mattel is using licensed motorsport brands and original content to deepen engagement across kids and...

Q4 and Full Year Results: What Just Changed for DXP Enterprises (DXPE)? DXP Enterprises (DXPE) has reported new figures, with fourth quarter and full year 2025 results indicating higher sales and net income, giving investors updated information to reassess the stock. See our latest analysis for DXP Enterprises. The earnings release comes after a strong run in the shares, with a 30 day share price return of 21.3% and a 90 day share price return of 63.5%, while the 1 year total shareholder...

Parker-Hannifin recently presented at Citi’s Global Industrial Tech & Mobility Conference 2026 in Miami Beach and released its fiscal 2025 Sustainability Report outlining initiatives in safety, cleaner technologies, and community engagement. At the same time, analysts and institutional investors have been highlighting Parker-Hannifin’s margin improvement and aerospace strength, alongside growing hedge fund ownership despite increased insider selling. We’ll now examine how this combination of...

Popular (BPOP) has drawn fresh attention after recent share price moves, with the stock showing a 15% gain over the past month and 23% over the past 3 months. This has prompted closer scrutiny of its banking fundamentals. See our latest analysis for Popular. Looking beyond the recent 15.0% 1 month share price return, Popular’s 1 year total shareholder return of 44.7% and 5 year total shareholder return of 137.2% show a strong payoff for longer term holders, even as the latest 7 day share...

Hovnanian Enterprises (HOV) opened its 2026 financial year with Q1 revenue of US$632 million and basic EPS of US$2.80, setting a measured tone after a volatile run of quarterly results. The company has seen quarterly revenue move from US$674 million and EPS of US$3.88 in Q1 2025 through periods of both profit and loss, including revenue of US$818 million with a loss per share of US$0.60 in Q4 2025. This puts today’s figures in the middle of a choppy trend that keeps the spotlight firmly on...

In recent days, analysts at Citi have highlighted Monolithic Power Systems as a top pick in the semiconductor space, citing its strong positioning in enterprise data and AI-focused data center markets alongside its improving free cash flow profile. This renewed attention reinforces how MPS’s power management solutions are increasingly central to energy-efficient data infrastructure, supporting its push into high-value, system-level offerings across critical end markets. Next, we’ll examine...

Robinhood Markets (HOOD) is back in focus after rolling out its own blockchain, launching a US$1b closed-end fund for pre-IPO tech names, and seeing trading interest tied to the latest Bitcoin rally. See our latest analysis for Robinhood Markets. Despite the latest blockchain rollout and pre IPO fund launch, Robinhood's recent share price performance has been choppy. A 5.64% 1 day share price return and a 3.08% 7 day share price return contrast with a 27.54% 30 day share price decline and a...

Wondering if Gibraltar Industries is pricing in too much pessimism or quietly offering value? This article walks through what the current share price might be implying for long term investors. The stock closed around US$49.21 recently, with returns of a 7% decline over 7 days, a 3.8% decline over 30 days, a 1.9% decline year to date and a 26.6% decline over the past year, which may catch the eye of anyone tracking sentiment shifts and risk perception. Recent coverage has largely focused on...

What recent performance says about Bitdeer Technologies Group (BTDR) With no single headline event driving attention to Bitdeer Technologies Group (BTDR) today, recent price performance itself has become the focal point as investors reassess the stock’s risk and return profile. Over the past month, Bitdeer’s share price shows a return of around 38% decline, while the past 3 months reflect about 33% decline. That context matters if you are weighing whether current levels align with your own...

In recent weeks, GameStop outlined plans to pursue a large public-company acquisition that could turn the retailer into a diversified conglomerate, while continuing to close stores amid sliding sales and a challenged physical gaming market. Investor attention has intensified as CEO Ryan Cohen and other insiders increased their share purchases and referenced a playbook likened to Warren Buffett’s early Berkshire moves, even as competitor GAME shuts its last standalone high street...

Kiniksa Pharmaceuticals International (KNSA) closed FY 2025 with Q4 revenue of US$202.1 million and basic EPS of US$0.19, alongside net income of US$14.2 million. On a trailing twelve month basis, revenue was US$677.6 million with basic EPS of US$0.80 and net income of US$59.0 million. The company’s quarterly revenue moved from US$122.5 million and a basic EPS loss of US$0.12 in Q4 2024 to US$202.1 million and basic EPS of US$0.19 in Q4 2025. Over the same period, trailing twelve month net...

Keytruda patent risk puts Merck (MRK) restructuring in focus Merck (MRK) is splitting its human health business into two units, Oncology and Specialty, Pharma & Infectious Diseases, as it prepares for Keytruda’s expected 2028 patent expiry and potential biosimilar competition. The move creates a dedicated home for cancer drugs such as Keytruda, while vaccines and non oncology treatments like Gardasil and ENFLONSIA are placed in a separate unit with their own leadership and priorities. See our...

Iron Mountain’s Recent Stock Move in Context Iron Mountain (IRM) has been drawing attention after a recent share move, with the stock last closing at $111.78. For investors, the key question is how that price lines up with the company’s fundamentals. See our latest analysis for Iron Mountain. While the share price slipped 1.29% on the day, Iron Mountain’s 30-day share price return of 19.12% and year to date gain of 34.29%, alongside a 5-year total shareholder return of 302.34%, point to...

CareDx (CDNA) just wrapped up FY 2025 with Q4 revenue of US$108.4 million, basic EPS of US$0.08 loss, and net income loss of US$4.1 million, while trailing twelve month figures show revenue of US$379.8 million and a net income loss of US$21.4 million. Over recent quarters, the company has seen revenue move from US$86.6 million in Q2 2025 to US$100.1 million in Q3 2025 and then to US$108.4 million in Q4 2025, with EPS shifting from a US$0.19 loss in Q1 2025 to a small profit of US$0.03 in Q3...

Primoris Services (PRIM) has wrapped up FY 2025 with Q4 revenue of US$1.9b and basic EPS of US$0.96, while trailing twelve month revenue reached about US$7.6b and EPS came in at US$5.09 as earnings grew 52% over the past year. The company has seen revenue move from US$6.4b to US$7.6b and trailing net income rise from US$180.9m to US$274.9m over the last year, presenting a picture of expanding profits and firmer margins across the construction and infrastructure work it delivers. See our full...

Why MPLX’s latest distribution move is drawing attention MPLX (MPLX) recently lifted its quarterly distribution by 12.5%, a decision backed by contracted cash flows tied to Marathon Petroleum. That increase, along with the support behind it, is what has investors paying attention. See our latest analysis for MPLX. The recent distribution increase comes as MPLX units trade at US$58.53, with a 30-day share price return of 6.87% and a 1-year total shareholder return of 19.79%, while the 5-year...

What Avidity Biosciences’ Recent Returns Signal for Investors Avidity Biosciences (RNA) has drawn attention after a 1 day return close to flat, modest moves over the past week and month, and a very large total return over the past year. For investors, those figures sit alongside a revenue base of US$18.755 million and a reported net loss of US$684.631 million. This highlights that the company remains firmly in a development focused phase. See our latest analysis for Avidity Biosciences. With...

Day One Biopharmaceuticals (DAWN) just reported its FY 2025 numbers, with Q4 total revenue of US$53.7 million and a net loss of US$21.3 million, setting the tone for how investors will read the year as a whole. The company has seen quarterly revenue move from US$29.2 million in Q4 2024 to US$53.7 million in Q4 2025, while Basic EPS shifted from a loss of US$0.64 per share in Q4 2024 to a loss of US$0.19 per share in Q3 2025, giving investors a clear view of how top line scale and loss levels...

Wells Fargo recently announced it will redeem all 140,400 outstanding Series BB preferred shares on March 16, 2026, while also appointing Dennis Devine as head of Business Banking to oversee clients with up to US$25.00 million in annual sales. Together with a series of new senior note offerings and ongoing preferred dividends, these moves highlight Wells Fargo’s active reshaping of its capital structure and leadership bench at the same time. We’ll now examine how the full redemption of...

If you are wondering whether Broadcom's share price still reflects fair value after a strong multi year run, this article will help you break that question into clear valuation checks. The stock last closed at US$332.31, with a 7 day return of 0.4% decline, a 30 day return of 2.3%, a year to date return of 4.4% decline and a 1 year return of 57.5%, while the 3 year return is very large and the 5 year return is close to 7x. Recent headlines around Broadcom have focused on its position within...

Setting the scene on ACV Auctions ACV Auctions (ACVA) has drawn investor attention after a prolonged share price slump, with the stock showing negative returns over the past month, past 3 months, and year to date. At a last close of US$4.51, the wholesale digital auction platform sits against a backdrop of reported annual revenue of US$759.6 million and a net loss of US$66.1 million. This raises questions about how the business fundamentals compare with recent market sentiment. See our latest...

Universal Insurance Holdings FY 2025 Earnings Snapshot Universal Insurance Holdings (UVE) has wrapped up FY 2025 with fourth quarter total revenue of US$407.9 million and basic EPS of US$2.40, alongside net income of US$66.6 million as investors weigh these results against a year where net profit margin moved from 3.9% to 11.4% and earnings growth was very large at about 210.5% year over year. Over recent periods the company has seen total revenue shift from US$384.8 million and basic EPS of...