U.S. IT Stock News

NasdaqGS:SLDE
NasdaqGS:SLDEInsurance

Oceaneering International Stock And 2 Underfollowed Quality Picks Worth Watching

With inflation tensions, shifting rate expectations and uneven growth signals across regions, many investors are looking beyond crowded large caps and towards smaller companies with solid fundamentals that big funds are still overlooking. The High-Quality Undiscovered Gems screener focuses on exactly these kinds of stocks, aiming to highlight opportunities that are not yet widely owned or exhaustively researched. In this article, you will see 3 stocks from this screener that stand out on...
NYSE:SNX
NYSE:SNXElectronic

TD SYNNEX (SNX) On Fortinet Win And Why The Stock Still Looks Undervalued

Fortinet global distributor designation puts TD SYNNEX in focus TD SYNNEX (SNX) is in the spotlight after being named one of Fortinet Inc.'s approved global distributors, a move that broadens its role in supporting large systems integrators and multinational partners. The designation allows TD SYNNEX to coordinate Fortinet related projects across regions. This helps partners manage multi country deployments through centralized logistics, standardized operational support and access to its...
NYSE:MSCI
NYSE:MSCICapital Markets

Does MSCI’s (MSCI) AI Spending Shift Its Core Data Moat Or Just Widen It?

MSCI Inc. has reported its second-quarter 2026 results, with sales rising to US$867 million from US$772.7 million a year earlier and net income increasing to US$342 million from US$303.7 million, alongside higher earnings per share. Alongside these results, MSCI highlighted expanding AI-led tools, new product launches, and a growing private-markets platform, signaling a deeper push into data and analytics for less transparent asset classes. Next, we’ll examine how MSCI’s strong earnings and...
NasdaqGS:SFM
NasdaqGS:SFMConsumer Retailing

Sprouts Farmers Market (SFM) Stock Looks Like A Bargain Even After 203% Returns

Sprouts Farmers Market stock has delivered a strong 202.5% return over the past 5 years, yet its current checks still point to shares screening as undervalued on several key measures. Over 5 years, Sprouts Farmers Market has returned 202.5%, which puts the recent pullback into context as a longer term compounding story rather than a short term trade. For valuation, the main support can come from the company sustaining healthy cash generation and margins, while a key risk is any pressure on...
NYSE:DDS
NYSE:DDSMultiline Retail

Dillard's (DDS) Pullback Puts Its Valuation Back In Focus

Recent performance context for Dillard's stock Dillard's (DDS) has seen mixed share performance recently, with the stock up over the past day and month, but down over the past 3 months and year to date, prompting closer attention from investors. See our latest analysis for Dillard's. At the current share price of $568.27, Dillard's has posted a 7.75% 7 day share price return and a 2.42% 30 day share price return, but the 90 day share price return is down 6.69% and the year to date share price...
NYSE:BMY
NYSE:BMYPharmaceuticals

Bristol Myers Squibb (BMY) Wins FDA Filing And Nvidia Tie Up, Is It Still Undervalued?

Bristol-Myers Squibb (BMY) is back in focus after the FDA accepted its New Drug Application for mezigdomide in relapsed or refractory multiple myeloma, alongside a new AI collaboration with Nvidia for drug discovery. See our latest analysis for Bristol-Myers Squibb. The recent FDA filing for mezigdomide and the AI expansion with Nvidia come as Bristol-Myers Squibb’s share price has gained momentum, with a 12.83% 1 month share price return and 13.97% year to date, while the 1 year total...
NasdaqGS:KDP
NasdaqGS:KDPBeverage

Is Keurig Dr Pepper (KDP) A Bargain As Bank Of America Adds It To Its U.S. 1 List?

Bank of America recently added Keurig Dr Pepper (KDP) to its U.S. 1 List, drawing fresh attention to the beverage company’s stock and its mix of coffee, soft drinks, and other consumer drinks. See our latest analysis for Keurig Dr Pepper. The recent addition of Keurig Dr Pepper to Bank of America’s U.S. 1 List comes after a period where the stock’s 90 day share price return rose 13.83%, while its 1 year total shareholder return declined 7.56%. This combination suggests improving short term...
NasdaqCM:BTDR
NasdaqCM:BTDRSoftware

Bitdeer Technologies Group (BTDR) Following Record Bitcoin Output And AI Expansion Still Looks Undervalued

Bitdeer Technologies Group (NasdaqCM:BTDR) recently reported unaudited June 2026 operating metrics that highlighted record Bitcoin production, a larger managed hash rate base, and progress on AI infrastructure and hardware manufacturing projects across multiple regions. See our latest analysis for Bitdeer Technologies Group. The June update and recent AI and manufacturing projects come after a mixed share price run for Bitdeer Technologies Group, with a 1-day share price return of 9.76%, a...
NasdaqGM:SMMT
NasdaqGM:SMMTBiotechs

Summit Therapeutics (SMMT) Is Down 5.4% After Out-Licensing Ridinilazole To Biossil Inc.

In July 2026, Summit Therapeutics Inc. announced it had signed an agreement with Toronto-based Biossil Inc. to sell ridinilazole, its Phase III investigational precision antibiotic, for US$500,000 upfront plus up to US$104.5 million in potential regulatory and commercial milestones and tiered royalties on future net sales. This transaction effectively monetizes a non-core antibiotic asset, potentially allowing Summit to redirect capital and management focus toward its oncology programs...
NasdaqGM:VERX
NasdaqGM:VERXSoftware

Can AI-Driven Tax Tech Competition Reshape Vertex’s (VERX) Regulation-Focused Growth Narrative?

Morgan Stanley recently raised concerns about Vertex’s ability to reach its end-market potential amid a transition period and rising artificial intelligence pressures in tax compliance technology. The commentary highlights that AI is emerging not just as a tool but also as a competitive threat that could reshape the tax automation landscape for Vertex. We’ll now examine how Morgan Stanley’s AI-related growth concerns may influence Vertex’s existing investment narrative around...
NYSE:HGTY
NYSE:HGTYInsurance

Is Hagerty (HGTY) Undervalued After Broad Arrow’s Quail Auction Debut?

Hagerty (HGTY) is back in focus after its Broad Arrow subsidiary announced the inaugural Quail Auction, which will showcase nearly 200 rare RUF, Singer, and Porsche collector cars in Carmel, California, this August. See our latest analysis for Hagerty. For investors watching Hagerty around the Quail Auction announcement, the share price has been choppy, with a 30 day share price return of 7.82% and a year to date share price decline of 10.87%. The 1 year total shareholder return stands at...
NYSE:PPL
NYSE:PPLElectric Utilities

PPL (PPL) Grid Plan Raises The Question Of Whether The Stock Is Still Undervalued

PPL (PPL) is drawing investor attention after outlining a planned US$23 billion investment program through 2029, supported by disciplined cost management and closely tied to its current earnings guidance. See our latest analysis for PPL. Despite the fresh US$23 billion investment plan and grid upgrade story, PPL's recent momentum has softened, with the share price down over the past quarter. However, the 3 year total shareholder return of 40.04% and 5 year total shareholder return of 47.30%...
NasdaqGS:PGNY
NasdaqGS:PGNYHealthcare

Progyny (PGNY) Stock May Be 50% Undervalued Following Analyst Upgrades

Progyny stock has climbed 40.3% over the past year, and investors now face a clear split between valuation signals, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to around 50% upside while market multiples suggest the shares screen as expensive. Over the last 12 months, Progyny has delivered a 40.3% return, which puts more pressure on today’s buyers to judge whether that performance already reflects the good news in the price. Recent analyst upgrades tied to stronger...
NYSE:BSX
NYSE:BSXMedical Equipment

Boston Scientific (BSX) Stock Looks Below Fair Value Even As Returns Stay Weak

Boston Scientific stock is coming off a difficult stretch, with the share price down 58.1% over the past year, yet the broader valuation checks still lean toward the stock looking inexpensive relative to its fundamentals. That gap between weak recent returns and a stronger value profile is what current and prospective holders are trying to make sense of. Over the past 1 year, Boston Scientific has declined 58.1%, which puts recent sentiment under pressure even as longer term holders reassess...
NasdaqGM:CRSP
NasdaqGM:CRSPBiotechs

Is CRISPR Therapeutics (CRSP) Undervalued As Its Shares Trade Well Below Fair Value?

Recent Trading Context For CRISPR Therapeutics Stock CRISPR Therapeutics (NasdaqGM:CRSP) has been trading with mixed short term moves, rising about 2.5% over the past day while declining around 4.6% over the past week and 11% over the past month. See our latest analysis for CRISPR Therapeutics. At a share price of $48.15, CRISPR Therapeutics has seen short term share price pressure, with the 30 day share price return down 10.98% and the year to date share price return down 10.45%, alongside a...
NasdaqGS:CME
NasdaqGS:CMECapital Markets

CME Group (CME) Stock Looks Rich Despite Its Recent Post Earnings Selloff

CME Group stock has given investors a solid 5 year return, yet current checks suggest it is not obviously cheap, with the Excess Returns intrinsic value estimate sitting close to the market price while earnings based multiples point to a premium. CME Group has returned about 37% over the past 5 years, which is respectable but not a runaway result that clearly justifies paying any price. New product launches such as Treasury Link and expanded agriculture contracts can support long term fee...
NasdaqGS:TSCO
NasdaqGS:TSCOSpecialty Retail

Should Instacart’s Rural Delivery Expansion With Tractor Supply Reshape TSCO’s Omnichannel Profit Strategy?

In July 2026, Instacart and Tractor Supply Company announced a nationwide partnership to offer same-day delivery from more than 2,400 Tractor Supply stores, giving rural customers app-based access to a wide mix of pet, livestock, hardware, and garden products in as little as one hour with no markups. This move extends on-demand e-commerce into many small communities that are often far from urban retail hubs, potentially reshaping how Tractor Supply’s core rural customers purchase everyday...
NYSE:SUN
NYSE:SUNOil and Gas

Sunoco (SUN) Closes $275 Million ESOP Shelf Registration For 10,000,000 Common Units

Sunoco (NYSE:SUN) has closed a $275 million shelf registration tied to the issuance of 10,000,000 common units. The offering is connected to an Employee Stock Ownership Plan and affects how equity is allocated to employees. The closure finalizes a capital markets move that may influence Sunoco's capital structure and ownership mix. For investors tracking Sunoco, the completion of this ESOP related shelf registration comes at a time when the stock trades around $74.99 and has produced strong...
NasdaqGM:SOUN
NasdaqGM:SOUNSoftware

AI Small Caps With Real Revenue Growth Investors May Want To See

AI small caps are attracting fresh attention as investors look beyond large tech stocks and search for earlier stage opportunities tied to machine learning, automation, and data intelligence. With inflation, interest rates, and energy costs shaped by Middle East tensions and shifting policy across major economies, many readers are looking for targeted ways to back companies directly focused on AI progress. This AI Small Caps screener is designed to highlight smaller companies that are focused...
NasdaqGS:SIMO
NasdaqGS:SIMOSemiconductor

Silicon Motion Technology (SIMO) Stock Looks Expensive After Its 4.8x Run

Silicon Motion Technology stock has delivered a very strong three year return, yet the broader valuation checks lean expensive, which raises questions about how much optimism is already reflected in the current price of US$278.17. Over the last three years, Silicon Motion Technology has returned about 4.8x an initial investment, which sets a high bar for what needs to go right from here to justify that performance. Expansion into areas such as AI infrastructure and automotive storage can...
NasdaqGS:DFTX
NasdaqGS:DFTXPharmaceuticals

Can Definium Therapeutics (DFTX) Still Be A Bargain Or Fully Priced?

Definium Therapeutics stock has delivered a very large 3 year gain, yet the valuation checks and current market pricing now point to a more cautious picture, with the shares screening as expensive on traditional multiples. Over the past 3 years, Definium Therapeutics has returned about 9.2x, which sets a high bar for any further upside to be justified by fundamentals. Positive Phase 3 data for DT120 in depression and the recent US$805m capital raise can support expectations for future...