U.S. IT Stock News

Krispy Kreme (DNUT) is back in the spotlight after expanding its collaboration with the Oreo brand, rolling out a limited time cookie themed doughnut collection that sits alongside its recent earnings release. See our latest analysis for Krispy Kreme. The Oreo collaboration and recent earnings update come after a sharp rebound in the short term, with a 7 day share price return of 23.76% and 30 day share price return of 18.67%. However, this sits against a 1 year total shareholder return...

In February 2026, Fluor Corporation reported fourth-quarter 2025 revenue of US$4,175 million with a net loss of US$1,574 million, and a full-year 2025 net loss of US$51 million, after previously reporting net income in the prior year. At the same time, Fluor completed a long-running share repurchase program totaling US$2.98 billions and is working to reshape its risk profile by exiting its majority stake in NuScale Power while maintaining a US$25.5 billions project backlog. Next, we'll...

If you are wondering whether KB Home is priced attractively or already reflects most of its potential, this article is designed to walk you through what the numbers currently suggest about its value. The stock recently closed at US$63.58, with returns of 9.7% over the past month and 11.4% year to date, while the past 3 years show an 86.0% return and the last 5 years show 61.2%. Short term moves such as a 2.6% decline over the past week sit alongside a 6.0% return over the last year. This...

Recent price moves set the stage Resolute Holdings Management (RHLD) has drawn attention after a recent stretch of weaker trading, with the share price down about 10% over the past week and 17% over the past month. See our latest analysis for Resolute Holdings Management. Those short term share price declines sit against a very different longer term picture, with the 1 year total shareholder return around 260%, suggesting earlier buyers have still seen very strong gains despite fading recent...

Intuit (INTU) has put solid numbers on the board for Q2 2026, with revenue of US$4.7b, basic EPS of US$2.48 and net income of US$693m, backed by trailing 12 month EPS of US$15.53 on revenue of US$20.1b. The company has seen quarterly revenue shift from US$3.9b in Q2 2025 to US$4.7b in Q2 2026, while basic EPS moved from US$1.68 to US$2.48 over the same period. This sets the context for trailing earnings growth of 42.9% and a net margin of 21.6%. For investors, the combination of higher recent...

Fastly (NasdaqGS:FSLY) has emerged as a key player in AI and edge computing, highlighting its role in supporting AI-first applications at the network edge. The company has reached a new profitability milestone after a history of losses, signaling a shift in how its edge cloud platform is being used and monetized. Fastly released a new Global Security Research Report that focuses on cyber risks facing AI-first businesses, calling out rising threats around data integrity, model abuse, and edge...

Enovis (NYSE:ENOV) recorded a goodwill impairment charge of over $500 million in Q4 2025, tied to changes in its business mix and accounting assumptions. The company reported strong organic growth in key segments in the same period, supported by new product launches. Recently introduced products, including the Nebula Stem and OrthoDrive Impactor, are gaining traction, with Nebula competing directly against established peers. For investors tracking Enovis, the combination of a large goodwill...

Merit Medical Systems, NasdaqGS:MMSI, has launched its "Continued Growth Initiatives" Program with multi-year company-wide targets. The company recently completed the merger with Biolife Delaware, expanding its capabilities in interventional medical products. Merit Medical Systems also acquired the C2 CryoBalloon device, adding a new technology platform to its product portfolio. Merit Medical Systems, trading around $77.18, comes into these new moves after a mixed stretch for shareholders...

Magnite (MGNI) is back in focus after reporting fourth quarter and full year 2025 results, alongside a new US$200 million share repurchase plan that puts capital allocation and Connected TV growth firmly on investors’ radar. See our latest analysis for Magnite. The market reaction has been mixed around the earnings and buyback news, with a 7 day share price return of 11.37%, a year to date share price return decline of 15.19%, and a 5 year total shareholder return decline of 65.17%,...

In late February 2026, IonQ reported very large year-on-year revenue growth to US$61.89 million for the fourth quarter and US$130.02 million for 2025, issued higher-than-expected 2026 revenue guidance of US$225 million to US$245 million, and announced plans to expand via acquisitions and equity issuance. A key operational highlight was IonQ’s role powering Romania’s new national quantum key distribution network, one of Europe’s largest, which showcases real-world demand for its...

In February 2026, World Kinect Corporation reported that fourth quarter 2025 sales fell to US$9,029 million from US$9,760.5 million a year earlier, with the quarterly net loss widening to US$279.7 million and full-year 2025 sales declining to US$36.92 billion alongside a US$614.4 million net loss. The company also disclosed that, by December 31, 2025, it had repurchased 1,923,892 shares for US$47.89 million under a prior buyback plan, while undertaking no repurchases under a newer December...

Investors may be wondering whether Valvoline at around US$37.80 is offering good value right now or if the recent attention has already been priced in. The share price has had mixed returns, with a 2.4% decline over the last 7 days, a 15.1% gain over 30 days, a 30.9% return year to date, 2.5% over 1 year and 52.4% over 5 years. Recent coverage has focused on Valvoline as a standalone retail services business and how investors are reassessing pure play auto service models. Headlines have...

Chime Financial (NasdaqGS:CHYM) is expanding its Chime Workplace offering as more large employers adopt its financial wellness platform. The company has entered a multi year partnership with Major League Soccer as the Official Retail Banking, Credit Card, and Debit Card Partner of the league. Chime Financial is stepping further into enterprise services through Chime Workplace, adding a new leg to a business that many investors still view mainly as a consumer focused fintech app. The stock...

In late February 2026, Toll Brothers announced several luxury community milestones, including the upcoming Toll Brothers at Audubon in Magnolia, Texas, and the final condo building release at New Talley Station in Decatur, Georgia, alongside other high-end developments across Texas, Nevada, South Carolina, and beyond. These launches, combined with recent industry awards and recognition for design and brand strength, underscore how Toll Brothers is concentrating its pipeline in affluent,...

Event overview and why LiveRamp matters now LiveRamp Holdings (RAMP) is back on investors’ radar after recent share price moves, with the stock showing a mix of positive short term returns and weaker performance over the past year and five years. See our latest analysis for LiveRamp Holdings. LiveRamp’s recent 7 day share price return of 5.97% and 30 day share price return of 9.42% contrasts with a 1 year total shareholder return decline of 9.07%, which may indicate that short term momentum...

UWM Holdings has agreed to acquire Two Harbors Investment Corp (NYSE:TWO), creating fresh questions for mortgage and mortgage servicing investors. Management at UWM has offered limited detail on how Two Harbors will be integrated, including capital allocation, portfolio positioning, and leadership roles. Investors are reacting to sparse guidance around timing, financial impact, and operational changes, especially given existing financial pressures at Two Harbors. Two Harbors focuses on...

Earlier this week, Clear Secure reported fourth-quarter and full-year 2025 results showing higher sales year over year, issued first-quarter 2026 revenue guidance of US$242–US$245 million, and announced both a 20% increase in its regular quarterly dividend to US$0.15 per share and a special US$0.20 per-share dividend alongside an expanded share repurchase authorization. The company also highlighted strong free cash flow generation, renewed its multiyear partnership with American Express, and...

If you have been wondering whether Kyndryl Holdings is starting to look like value or a value trap, this article walks through the numbers so you can judge that for yourself. The stock last closed at US$12.33, with returns of 1.4% decline over 7 days, 48.0% decline over 30 days, 51.6% decline year to date and 67.6% decline over 1 year. This naturally raises questions about how the market is currently pricing the business. Recent news around Kyndryl has focused on its position as a standalone...

NextDecade is preparing to report its fourth-quarter results on March 2, 2026, as it works to bring the Rio Grande LNG facility online while managing ongoing losses. A recent 20-year offtake agreement with EQT for 1.5 million tonnes per annum stands out as a key milestone in de-risking future LNG sales from the project. We’ll now examine how progress at Rio Grande LNG, including the EQT offtake deal, is shaping NextDecade’s broader investment narrative. Capitalize on the AI infrastructure...

Mobileye Global (NasdaqGS:MBLY) is adding Elektrobit’s Linux platform to its Mobileye Drive system to support Level 4 autonomous driving. The company recently secured a major U.S. OEM win for its advanced driver assistance systems, expanding its ADAS pipeline. Mobileye signed a SuperVision agreement with Mahindra & Mahindra, positioning itself as a Tier 1 supplier and opening new geographic markets. Mobileye Global, known for its driver assistance and autonomous driving technology, is...

If you are wondering whether Aveanna Healthcare Holdings is still attractively priced after its recent run, you are not alone. This article focuses on what the current share price could imply about value. The stock last closed at US$7.36, with returns of 0.3% over 7 days, a 10.8% decline over 30 days, an 8.9% decline year to date, and a 72.8% gain over the past year, as well as a very large 3 year return of around 4x. Recent coverage has centred on Aveanna's role in home and pediatric...

In late February 2026, Jazz Pharmaceuticals reported fourth‑quarter 2025 revenue of US$1,197.93 million and net income of US$203.45 million, contributing to record full‑year revenue of US$4.27 billion but a net loss of US$356.15 million. The company paired these results with guidance for 2026 revenue of US$4.25–4.50 billion and highlighted practice‑changing oncology data for zanidatamab and Ziihera, reinforcing its rare‑disease and cancer focus despite full‑year losses. Next, we’ll examine...

Why VeriSign Is On Investors’ Radar Today VeriSign (VRSN) is back in focus after a recent pullback, with the share price showing a negative return over the past month and past 3 months while longer term returns remain positive. See our latest analysis for VeriSign. The recent pullback, reflected in a 30 day share price return of 10.08% and a 90 day share price return of 9.54%, contrasts with a 3 year total shareholder return of 15.01% and a 5 year total shareholder return of 19.10%. This...

If you are wondering whether uniQure’s current share price reflects its true worth, this breakdown is designed to help you weigh what you are paying against what you are getting. The stock closed at US$15.63, with returns of a 33.3% decline over 7 days, a 32.1% decline over 30 days, a 33.2% decline year to date, but an 18.9% gain over the past year, which may catch the eye of investors thinking about both risk and recovery potential. Recent news around uniQure has focused on its position in...