U.S. IT Stock News

Main Street Capital (MAIN) has been busy reshaping its portfolio. The firm committed US$15.3 million to a leveraged buyout of a healthcare data services provider, exited KBK Industries, and participated in a recapitalization of Base Load, LLC. See our latest analysis for Main Street Capital. The recent healthcare data buyout, KBK exit, and Base Load recapitalization come as Main Street Capital’s share price sits at US$60.31, with a 90 day share price return of 2.74% and a 1 year total...

Western Alliance Bancorporation’s board recently approved a quarterly cash dividend of US$0.42 per common share and a US$106.25 per share dividend on its 4.250% Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series A, alongside reporting higher fourth-quarter 2025 net interest income of US$766.2 million and net income of US$286.1 million versus the prior year. The company also completed a US$68.2 million share repurchase of 800,000 shares and absorbed higher net loan charge-offs...

Analyst moves put ON Semiconductor (ON) back in focus Recent rating changes and updates on ON Semiconductor (ON) have pushed the stock back onto investors' radar, as the market weighs these opinions against weak demand concerns and lower gross margins compared with peers. See our latest analysis for ON Semiconductor. ON Semiconductor's recent 1 day share price return of 3.33% and 7 day share price return of 8.87% come on top of a 36.32% 90 day share price return. This puts the current...

NXP Semiconductors recently reported past fourth-quarter 2025 results, with sales rising to US$3,335 million while net income and diluted EPS eased year over year, and issued first-quarter 2026 guidance calling for US$3,050 million to US$3,250 million in revenue and diluted EPS of US$4.01 to US$4.41. The company also completed the sale of its MEMS sensor business and is sharpening its focus on automotive, IoT, and physical AI applications, areas that management highlighted as key growth...

What the latest earnings mean for QCR Holdings (QCRH) QCR Holdings (QCRH) just released full year 2025 results, showing higher net interest income and net income compared with 2024, alongside steady fourth quarter net charge offs and completion of a recent share repurchase tranche. See our latest analysis for QCR Holdings. The earnings beat, steady fourth quarter net charge offs and completion of the buyback each appear to have contributed to strong momentum, with a 30 day share price return...

Univest Financial (UVSP) has drawn fresh attention after reporting fourth quarter and full year 2025 results, as well as confirming its quarterly dividend and updating investors on progress under a long running share repurchase program. See our latest analysis for Univest Financial. Those earnings, dividend and buyback updates sit alongside a solid run in the share price, with a 90 day share price return of 21.25% and a 1 year total shareholder return of 18.64%. This suggests momentum has...

On January 27, 2026, Coeur Mining, Inc. reported that stockholders approved an amendment to its Certificate of Incorporation to increase authorized common shares from 900,000,000 to 1.30 billions. This sizable expansion of potential equity issuance comes as Coeur operates in a precious metals sector facing pressure from weaker gold and silver prices. With recent shifts in precious metal prices and expanded authorized share capacity, we will examine how this shapes Coeur Mining’s investment...

Origin Bancorp, Inc. has reported its fourth quarter and full-year 2025 results, outlined 2026 net interest income growth guidance in the mid- to high single digits, disclosed significantly lower fourth quarter net charge-offs versus the prior quarter, affirmed a US$0.15 quarterly dividend, and completed a US$27.23 million share repurchase tranche covering 2.47% of its shares. An interesting angle for investors is how the combination of improved credit costs, disciplined capital returns, and...

Arcellx, Inc. recently reported that a late-breaking abstract on its novel D-Domain binder in anitocabtagene autoleucel (anito-cel) was accepted for presentation at the 2026 Tandem Meetings, highlighting preclinical data showing no tonic signaling or off-target activity in BCMA-directed CAR T-cell constructs. This work positions Arcellx’s compact D-Domain binder as a potentially safer alternative to existing BCMA CAR T designs, reinforcing the importance of its co-development partnership...

Dividend declaration and what it means for McDonald's (MCD) shareholders McDonald's (MCD) has drawn fresh attention after its board declared a quarterly cash dividend of US$1.86 per share, payable on March 17, 2026, to shareholders of record on March 3. For current and prospective investors, this payout decision sits alongside upcoming Q4 earnings, prior quarterly performance, and ongoing expansion and leadership moves. Together, these factors provide several angles to consider when...

OneStream was recently recognized as a Leader in the IDC MarketScape: Worldwide Enterprise Planning, Budgeting, and Forecasting Applications 2026 Vendor Assessment, reflecting the strength of its AI-enabled Finance platform. This recognition, combined with increasingly positive analyst expectations for its upcoming earnings, reinforces OneStream’s position at the forefront of AI adoption in corporate Finance. Next, we’ll examine how IDC’s endorsement of OneStream’s AI-powered Finance...

Corporación América Airports (CAAP) has drawn investor interest after recent share price moves, with the stock closing at $28.90 and showing contrasting returns over the past week, month, and past 3 months. See our latest analysis for Corporación América Airports. That 2.34% 1 day share price gain sits within a stronger recent trend, with a 30 day share price return of 8.85% and 90 day share price return of 31.90%. The 1 year total shareholder return of 48.51% points to momentum that has...

Trending interest in Palo Alto Networks (PANW) has intensified after fresh AI automation releases from Anthropic and OpenAI fed the “AI replacement” narrative, pressuring tech and cybersecurity stocks and raising questions about software revenue durability. See our latest analysis for Palo Alto Networks. Those AI driven worries have come on top of existing concerns around valuation and acquisition risk, with the share price at US$159.32 after a 17.8% 30 day share price decline and a 24.9% 90...

Howard Hughes Holdings Inc. recently completed a US$1.00 billion private placement of senior unsecured notes due 2032 and 2034, using the proceeds to redeem US$750.00 million of 5.375% notes maturing in 2028 and for general corporate purposes. This refinancing, combined with an S&P Global Ratings upgrade to B+, highlights how the company is reshaping its balance sheet and credit profile around longer-dated debt. We’ll now examine how the extension of debt maturities and the S&P upgrade...

Monarch Casino & Resort stock overview Monarch Casino & Resort (MCRI) has drawn investor attention after recent share price moves, with the stock last closing at $98.87 alongside solid trailing returns across the past year and the past 3 months. See our latest analysis for Monarch Casino & Resort. The recent 3.54% 1 day share price return and 8.02% 7 day share price return build on steadier gains over the past quarter. Over a 1 year period the total shareholder return is 16.58%, alongside a 5...

In early February 2026, IREN Limited reported Q2 FY2026 results showing revenue of US$184.69 million and a net loss of US$155.41 million, as it continued shifting capacity away from Bitcoin mining and toward AI cloud infrastructure tied to a US$9.70 billion Microsoft contract. Despite securing US$3.60 billion of GPU financing at under 6% interest and US$1.90 billion in Microsoft prepayments, investors focused on the absence of new AI deals and the funding gap for ambitious data center and...

In its fourth-quarter 2025 investor letter, Baron Health Care Fund disclosed that it had added Repligen Corporation as a new portfolio holding, citing the company’s strong bioprocessing technology franchise and potential to grow recurring consumable revenues. The fund also highlighted Repligen’s use of AI for real-time drug production monitoring and its opportunity to benefit from pharmaceutical reshoring, framing these as key drivers of its long-term business opportunity. We’ll now examine...

Trinity Capital (TRIN) is back in focus after issuing preliminary fourth quarter 2025 guidance, indicating net investment income of $0.51 to $0.53 per share and reporting that approximately 0.7% of its debt investments are on non-accrual. See our latest analysis for Trinity Capital. The preliminary guidance and low 0.7% non accrual level come as Trinity Capital’s share price sits at US$16.19, with a 30 day share price return of 5.47% and a 90 day gain of 10.89%. The 1 year total shareholder...

Nucor (NUE) is back in focus after reporting fourth quarter 2025 results showing higher sales and net income than a year earlier, along with guidance calling for first quarter earnings growth across all segments. See our latest analysis for Nucor. The earnings update comes after a strong run in Nucor’s share price, with a 30 day share price return of 17.01% and a 90 day share price return of 33.63%. The 1 year total shareholder return of 50.46% points to momentum that has been building rather...

Blue Heron launch puts Credo’s AI connectivity story in focus Credo Technology Group Holding (CRDO) has introduced its Blue Heron 224G AI scale-up retimer, a multiprotocol chip built on a 3nm process to support demanding connectivity requirements inside AI data centers. The product is designed to recover 40+dB 224G links across extended cable and backplane distances using UALink, ESUN and Ethernet, giving data center operators more flexibility in how they place GPUs and switch chips. See our...

Virtus Investment Partners (VRTS) has wrapped up FY 2025 with Q4 revenue of US$208.0 million and basic EPS of US$5.25, alongside trailing 12 month revenue of US$852.9 million and EPS of US$20.27, setting a clear marker for its recent performance. Over the past year, the company has seen revenue shift from US$906.9 million to US$852.9 million on a trailing basis. At the same time, trailing 12 month net income moved from US$121.7 million to US$138.4 million, reflecting the mix of pressure and...

eToro Group is working with Gemini on the offboarding process for Gemini customers in the UK, EU, and Australia. The collaboration follows Gemini's decision to exit these regions, affecting users who hold trading and crypto accounts there. The move positions eToro as a potential destination for some of these customers during the transition. For investors watching NasdaqGS:ETOR, this development sits against a recent share price of $27.01. The stock has seen a 7 day return of an 8.1%...

In early February 2026, Snap Inc. reported fourth-quarter 2025 results showing revenue of US$1,716.46 million and net income of US$45.21 million, alongside a Board-approved US$500 million Class A share repurchase program funded from existing cash. The company highlighted rapid growth in its Snapchat+ subscription base, progress toward higher margins, and plans to launch AR Specs through a dedicated hardware subsidiary while continuing to invest in AI-driven advertising. We’ll now examine how...

Molina Healthcare (NYSE:MOH) reported a large quarterly loss, citing sustained margin pressures and retroactive premium adjustments tied to its California Medicaid business. The company recorded a US$93 million impairment to intangible assets, pointing to financial strain in parts of its portfolio. Molina issued weak guidance for 2026 and significantly revised its credit agreement, including a temporary relaxation of its interest coverage covenant. Molina Healthcare focuses on government...