U.S. IT Stock News

Robinhood Markets (HOOD) unveiled a new US$3.25b credit facility and a US$1.5b, three year share repurchase plan, moves that put capital structure and margin lending capacity in clear focus for investors. See our latest analysis for Robinhood Markets. At a share price of US$69.08, Robinhood has seen a 4.7% one day and 40.0% year to date share price decline. However, its 1 year total shareholder return of 43.5% and very large 3 year total shareholder return near 7x show that long term holders...

In recent weeks, Mastercard has accelerated its push into blockchain-based payments, including a large new initiative with 85 crypto partners, joining Solana’s enterprise developer platform to explore stablecoin settlement, and expanding its newly launched Crypto Partner Program to improve fiat–crypto flows worldwide. This broad set of collaborations suggests Mastercard is positioning its network and infrastructure as a key bridge between traditional payment rails and institutional-grade...

Concentrix (CNXC) has just wrapped up its Q1 2026 reporting cycle with recent quarterly numbers showing Q4 2025 revenue of US$2.6 billion and a basic EPS loss of US$23.74, alongside net income excluding extra items of a US$1.47 billion loss. Over the past six reported quarters, revenue has ranged from US$2.4 billion to US$2.6 billion while basic EPS has swung from a profit of US$1.73 in Q4 2024 to a loss of US$23.74 in Q4 2025. This sets up a results season where margins and the path back to...

NVIDIA (NVDA) sits at the center of several fast growing areas of computing, including data center AI infrastructure, gaming, and automotive platforms, prompting fresh attention to how its stock trades today. See our latest analysis for NVIDIA. The recent pullback, with a 7-day share price return of 3.7% and a 30-day share price return of 7.7% to US$175.20, contrasts with a 1-year total shareholder return of 45.2% and a very large 5-year total shareholder return above 12x. This suggests that...

Recent share performance context Teva Pharmaceutical Industries (NYSE:TEVA) has drawn attention after recent share price moves, with a 1.3% gain over the past day contrasting with declines over the past week, month, and past 3 months. That mixed performance comes alongside reported annual revenue of US$17.3b and net income of US$1.4b. These figures give investors concrete data to weigh against the current market value of about US$33.5b. See our latest analysis for Teva Pharmaceutical...

Recent share performance and business scale Equity LifeStyle Properties (ELS) has seen mixed recent share performance, with a 0.3% gain over the past day, a 6.6% decline over the past week, and a 6.2% decline over the past month. Over the past 3 months, the stock shows a 2.5% total return, with year to date total return at 6.0%. The 1 year total return reflects a 2.0% decline. Over the longer term, 3 year and 5 year total returns stand at 8.3% and 11.1% respectively. At a recent close of...

In March 2026, Flex announced new reference designs for NVIDIA’s Omniverse DSX Blueprint and an 800 VDC Power Rack to accelerate giga-scale AI factory and data center deployments, combining prefabricated power, high-density IT racks and advanced liquid cooling into modular, factory-integrated systems. A key insight is that Flex’s disaggregated 800 VDC architecture, developed with NVIDIA, is aimed at enabling existing data centers to support much higher power-density AI racks without...

Why Selective Insurance Group Is On Investors’ Radar Today Selective Insurance Group (SIGI) has drawn attention after recent share price weakness, with the stock down in the past month and past 3 months, prompting investors to reassess its current valuation and fundamentals. See our latest analysis for Selective Insurance Group. The recent 1 month share price return of 12.36% and 3 month share price return of 11.81% come on top of a 1 year total shareholder return of 15.14%. This suggests...

Hasbro (HAS) is back in focus after opening a new 600,000 square foot distribution center in Midway, Georgia. The facility is expected to streamline North American logistics and support both retail and direct-to-consumer channels. See our latest analysis for Hasbro. The new Georgia hub arrives after a strong run, with the share price at US$92.60 and a 90 day share price return of 13.44%. The 1 year total shareholder return of 57.14% and 3 year total shareholder return of 109.28% point to...

Event overview and why it matters for FLEX LNG (NYSE:FLNG) investors FLEX LNG (NYSE:FLNG) recently received a new commitment from a supermajor that extended time charters for Flex Resolute and Flex Courageous and confirmed a 15-year contract for Flex Constellation. These moves secure employment on firm contracts for the two vessels until at least early 2032 and for Flex Constellation until at least 2041, which provides clearer visibility on future LNG shipping revenues. See our latest...

Victory Capital has cancelled its proposed acquisition of Janus Henderson Group (NYSE:JHG) after JHG's board rejected a revised cash and stock offer. The abandoned deal would have combined the two asset managers into a larger entity with planned cost and operational synergies. The board decision and withdrawal mark a key turning point for JHG's future direction and ownership structure. Janus Henderson Group operates as a global asset manager, providing investment products across equities,...

Earlier in March 2026, EPAM Systems reported fiscal 2025 fourth-quarter results that exceeded expectations but paired them with cautious guidance for 2026, reflecting uncertainty around AI’s impact on IT consulting demand. This combination of strong recent performance and a guarded outlook highlights the tension between EPAM’s AI-driven opportunities and concerns about how evolving client needs could affect its consulting-heavy business model. We’ll now examine how EPAM’s cautious 2026...

Comfort Systems USA, Inc. was added to the FTSE All-World Index (USD) on 21 March 2026, following a period in which Brown Advisory highlighted the company as a leading contributor in its mid-cap growth strategy thanks to strong data center-related demand and revenue expansion. This combination of global index inclusion and AI-driven data center momentum underscores how Comfort Systems USA’s specialized mechanical, electrical, and plumbing capabilities are attracting institutional attention...

Leadership transition puts Element Solutions (ESI) board in focus Element Solutions (ESI) has announced a boardroom shift, with long serving Executive Chairman Sir Martin E. Franklin set to step down after the 2026 Annual Meeting and Ian G.H. Ashken becoming Non Executive Chairman. See our latest analysis for Element Solutions. At a share price of $33.76, Element Solutions has shown strong momentum recently, with a 90 day share price return of 31.26% and a 1 year total shareholder return of...

Cardinal Infrastructure Group (CDNL) just closed FY 2025 with fourth quarter revenue of US$145.8 million and net income of US$2.9 million, translating to EPS of about US$0.20. Over the past year, the company has seen trailing 12 month revenue move from US$315.2 million to US$456.0 million, while trailing net margin sits at 5% compared with 6.8% a year earlier, setting a clear context for how profitability is tracking against growth. For investors, this mix of higher top line and softer...

Century Aluminum (CENX) is back in focus after promoting Levi Chaffin to Senior Vice President of Operations, Americas, following its earlier move to partner on a new United States aluminum smelting plant. See our latest analysis for Century Aluminum. The executive promotion and new US smelter partnership come as the share price sits at US$50.23, with an 8.07% 1 day share price return, a 27.78% 90 day share price return and a very large 3 year total shareholder return. This suggests momentum...

Wondering if Domino's Pizza at around its recent US$360 share price still offers value, or if the best opportunity has already passed? This article breaks down what the current price might really be telling you. The stock has seen a 9.1% decline over the last 7 days and is down 6.4% over 30 days, with a 15.3% decline year to date and a 20.4% decline over the past year. It is still sitting above its 3 year and 5 year returns of 16.1% and 4.5% respectively. Recent headlines around Domino's...

Latest FY 2025 Results: Revenue Pressure and Deep Losses at Sutro Biopharma (STRO) Sutro Biopharma (STRO) has put out fresh FY 2025 numbers, with Q3 total revenue of US$9.7 million, a basic EPS loss of US$6.70, and net income loss excluding extra items of US$56.9 million setting the tone for the update. The company has seen quarterly revenue move between US$8.5 million and US$63.7 million over the last six reported periods, while basic EPS has ranged from a loss of US$1.36 to a loss of...

Wondering if Reliance at around US$300.22 is offering value or asking you to pay up for quality is exactly the question this breakdown will help you tackle. The stock is up 0.4% over the last 7 days and 1.5% year to date, but a 5.9% pullback over the past month sits against a 4.1% 1 year return, 22.8% over 3 years and 115.4% over 5 years. Recent coverage has focused on Reliance as a long term Metals and Mining name. Investor attention has been drawn to how its multi year share performance...

Why Affirm Holdings is on investors’ radar now Affirm Holdings (AFRM) is drawing fresh attention as investors weigh its recent share performance, including a return of about a 41% decline over the past 3 months and a 12% decline over the past year. See our latest analysis for Affirm Holdings. The recent 12% 30 day share price return decline, alongside a 41% 90 day share price return decline, contrasts with a very large 3 year total shareholder return. This suggests that momentum has faded...

Why Yum China Holdings (YUMC) is on investors’ radar today Yum China Holdings (YUMC) has drawn attention after recent share price moves, with a small 1 day decline and a larger pullback over the past week prompting fresh interest in the stock’s fundamentals. See our latest analysis for Yum China Holdings. The recent 4.0% 7 day share price decline and 3.3% 30 day share price pullback sit against a 7.6% year to date share price return and a 3.3% 1 year total shareholder return. This combination...

Oklo (NYSE:OKLO) reported progress under the ARPA-E ONWARDS program, as Deep Isolation completed work on a permanent isolation approach for high level radioactive waste tied to advanced reactor fuel recycling. The company finalized its acquisition of Atomic Alchemy, adding medical and industrial isotope production capabilities to its business. The U.S. Department of Energy granted approval for Atomic Alchemy's Groves Isotopes Test Reactor, supporting domestic isotope supply for medical and...

Broadcom secured a $970 million, five-year contract with Carahsoft and the U.S. Defense Information Systems Agency to streamline software procurement. The agreement centers on consolidating multiple defense agencies around the VMware Cloud Foundation platform. The contract is designed to support U.S. federal infrastructure and digital modernization efforts across a broad set of defense stakeholders. For investors watching NasdaqGS:AVGO, this federal contract represents a clearly defined...

Earlier in March 2026, Lincoln Educational Services held its second investor day, where executives outlined long-term operational plans, financial targets, and growth initiatives centered on student outcomes and workforce demand for skilled labor. Management’s focus on nearly doubling enrollment within its existing footprint through a hybrid instructional model and expanding employer partnerships highlights an effort to enhance both capacity utilization and graduate placement outcomes. Next,...