U.S. IT Stock News

Starwood Capital Group previously announced the appointment of John Gonnella as Senior Managing Director and Head of U.S. Asset Management, while Starwood Property Trust has drawn attention for offering a high dividend yield amid real estate sector volatility. Together, the leadership change at the broader Starwood platform and renewed focus on Starwood Property Trust’s dividend highlight how management execution and income appeal are central to investor interest in the mortgage REIT...

Western Midstream Partners overview Western Midstream Partners (WES) has drawn fresh investor attention as its unit price hovers near recent levels, with performance over the past year and longer term prompting renewed interest in its income and valuation profile. See our latest analysis for Western Midstream Partners. At a recent share price of US$41.12, Western Midstream Partners has seen mild pressure in the past week but still carries positive momentum on a 30 day and year to date share...

Recently, Chemed reported that its VITAS hospice unit had been hit by Medicare cap adjustments, softer patient admissions, and management turnover, prompting an earnings guidance revision. Amid these challenges, commentary around Chemed continues to emphasize the long-term structural appeal of the hospice market and the importance of VITAS’s recovery alongside the steadier Roto-Rooter business. Next, we’ll examine how the Medicare cap changes at VITAS influence Chemed’s broader investment...

Allegiant Travel Company reported fourth-quarter 2025 results on 4 February 2026, with revenue rising to US$656.19 million and net income of US$31.94 million, compared with a loss a year earlier. Management highlighted strong leisure demand, tighter cost control, and reaffirmed 2026 earnings guidance while preparing to integrate Boeing 737 MAX aircraft and the planned Sun Country acquisition. With recent strong earnings and a return to profitability, we'll now examine how Allegiant's 2026...

In late January 2026, Intellia Therapeutics reported that the FDA lifted the clinical hold on its MAGNITUDE-2 Phase 3 trial of nexiguran ziclumeran (nex-z) for patients with hereditary transthyretin amyloidosis with polyneuropathy, following protocol changes and enhanced liver safety monitoring. This decision allows Intellia to restart enrollment in a key late-stage program for a gene-editing therapy that aims to permanently inactivate the TTR gene, potentially reshaping treatment options...

Block (XYZ) is back in focus after rolling out Bitcoin payments for Square merchants and launching a second generation Square Register, while also attracting fresh capital from ARK Invest and renewed analyst attention. See our latest analysis for Block. Those product launches and crypto ties are arriving after a tough stretch, with a 30 day share price return showing a 21.69% decline and a 1 year total shareholder return showing a 34.40% loss, which points to fading momentum despite a recent...

Earnings momentum and guidance behind the latest interest in Viavi Solutions Viavi Solutions (VIAV) has moved into focus after its recent earnings report, where management highlighted revenue contributions from data center and aerospace and defense customers, along with guidance calling for third quarter net revenue of US$386 million to US$400 million. See our latest analysis for Viavi Solutions. Those earnings and the guidance appear to have shifted sentiment quickly, with the share price at...

MannKind Corporation previously announced that the FDA approved an update to Afrezza’s Prescribing Information, revising starting mealtime doses for adults switching from injected or pump-delivered insulin based on recent modeling and clinical data. This label change is noteworthy because it offers clearer conversion guidance for clinicians, potentially making transitions to Afrezza more clinically manageable while highlighting its pulmonary safety considerations. With this labeling update...

If you are wondering whether Cleveland-Cliffs is priced attractively right now, this article walks you through what the current share price might be implying about the company. The stock recently closed at US$14.73, with returns of 7.0% over 7 days, 22.3% over 30 days, 8.3% year to date and 46.7% over 1 year. The 3 year and 5 year returns stand at 26.1% and 11.3% declines respectively. These moves sit against a broader backdrop where investors continue to reassess US steel and iron ore...

Biogen's high dose nusinersen (SPINRAZA) regimen for spinal muscular atrophy has published new clinical results in Nature Medicine and is currently under FDA review. The FDA has granted Breakthrough Therapy Designation to litifilimab for cutaneous lupus erythematosus, highlighting another late stage program for the company. For investors watching Biogen (NasdaqGS:BIIB), these two updates come at a time when the stock is trading around $201.18. The share price reflects a mixed track record,...

If you are looking at United States Antimony and wondering whether the recent excitement lines up with its underlying value, you are not alone. The stock closed at US$8.61 recently, with returns of 17.5% over 7 days, 9.8% over 30 days, 45.2% year to date and 367.9% over 1 year, while the 3 year return is very large and the 5 year return stands at 441.5%. These moves have put the company back on the radar for investors who track materials and specialty metals stocks, especially given its...

Pure Storage has recently drawn heightened attention as investors focus on its strong earnings outlook, profitability, recurring long-term contracts, and expanding free cash flow, while the company also updates its partner programs to emphasize solutions-led engagement and managed services. A distinctive aspect of these developments is the new Ambassador partner tier, which targets highly skilled partners and could deepen adoption of Pure Storage’s data platform across key solution areas...

If you are wondering whether Select Medical Holdings is attractively priced today or if the current level already reflects its potential value, this article walks you through what the numbers are really saying about the stock. The share price most recently closed at US$15.69, with returns of 4.3% over 7 days, 3.2% over 30 days, 5.9% year to date, 6.4% over 3 years and 15.9% over 5 years, while the 1 year return of a 15.2% decline shows that shorter term sentiment has been weaker. Recent news...

Fair Isaac (NYSE:FICO) has entered a major global partnership with Tech Mahindra to expand AI powered decisioning solutions for BFSI clients worldwide. The partners are setting up a new Centre of Excellence to support deployment of Fair Isaac's platform and build industry specific use cases beyond traditional banking. The collaboration is aimed at helping financial institutions and other enterprises adopt AI driven decision tools at scale. Fair Isaac comes into this announcement with a...

Criteo (CRTO) has launched its Agentic Commerce Recommendation Service, a new AI driven tool that connects shopping assistants and retailer chatbots to merchant inventory using real shopping behavior and transactional data. See our latest analysis for Criteo. For shareholders, the picture is mixed, with a 1-day share price return of 1.59%, a year-to-date share price return decline of 4.24%, and a 1-year total shareholder return decline of 57.82%. This suggests momentum has been fading even as...

Expedia Group (EXPE) has been back in focus after a strong third quarter, featuring record Q3 revenue, a B2B segment with its 17th straight quarter of double-digit growth, and an expanded Buy Now, Pay Later partnership with Affirm. See our latest analysis for Expedia Group. Despite the positive third quarter and new partnerships, the share price has pulled back recently, with a 30 day share price return of a 20.30% decline and a year to date share price return of a 16.29% decline, while...

RXO (RXO) closed out FY 2025 with Q4 revenue of US$1.5b, a basic EPS loss of US$0.27 and net income loss of US$46m. This sits against a trailing twelve month picture of US$5.7b in revenue, a basic EPS loss of US$0.59 and a net income loss of US$100m. The company reported quarterly revenue in a tight band between US$1.4b and US$1.5b through FY 2025, while quarterly EPS losses ranged from US$0.05 to US$0.27 and net income losses moved between US$9m and US$46m. Altogether, these results point to...

Why BrightSpring Health Services (BTSG) Is Back on Investor Screens BrightSpring Health Services (BTSG) has jumped into focus after a mix of upbeat analyst actions, stronger quarterly results, and multi year growth in revenue and earnings per share attracted fresh investor attention. See our latest analysis for BrightSpring Health Services. At a share price of $39.68, BrightSpring’s recent gains include a 3.44% 1 day share price return and a 19.73% 90 day share price return, while the 1 year...

Why Lear Stock Is On Investors’ Radar Today Lear (LEA) has attracted fresh attention after recent share price moves, with the stock showing positive returns over the past week, month, past 3 months, and year. That performance is prompting closer review of its fundamentals. See our latest analysis for Lear. The recent 7 day share price return of 20.38% and 30 day share price return of 15.97% add to a 12 month total shareholder return of 51.28%, suggesting momentum has been building rather than...

Himax Technologies (HIMX) is back in focus after its HX85200 on-cell OLED touch controller IC won designs with multiple global IT brands, with mass production scheduled to start in the first quarter of 2026. See our latest analysis for Himax Technologies. Despite the product win, Himax Technologies’ latest share price of US$7.91 comes after a 1-day share price return of 4.22%, but a year to date share price return decline of 7.27% and a 1-year total shareholder return decline of 13.71%. This...

In early February 2026, Circle Internet Group announced a partnership with Polymarket under which Polymarket will migrate from bridged USDC.e on Polygon to native USDC, while Hecto Financial separately integrated Circle Payments Network to power cross‑border payments with regulated stablecoins such as USDC and EURC. Together, these moves highlight how Circle’s regulated stablecoins and settlement infrastructure are being woven into both onchain prediction markets and traditional-style...

Applied Materials is experiencing delayed export licenses for high end chip equipment to China, prompting some Chinese customers to postpone orders. The company highlights strong positioning for AI focused chip demand and advanced packaging, with management expressing a positive outlook for FY2026. This mix of AI driven demand and tighter U.S. export reviews is creating fresh uncertainty across part of Applied Materials' order pipeline. Applied Materials, listed as NasdaqGS:AMAT, sits at...

Compass (COMP) is back in focus after its shares fell, even as management described the start of the new financial year as strong. This has raised fresh questions about what the current price already reflects. See our latest analysis for Compass. At a share price of $12.27, Compass has seen a 43.5% 3 month share price return and a 64.5% 1 year total shareholder return. This suggests sentiment has strengthened despite the recent pullback after its strong year opening update. If Compass’s move...

Vishay Intertechnology recently reported fourth-quarter 2025 sales of US$800.92 million, returning to a small profit and guiding first-quarter 2026 revenues to between US$800 million and US$830 million, while highlighting strong demand in industrial power, AI-related, and recovering automotive markets. At the same time, the company expanded its power portfolio with new high-temperature inductors and 1,200 V silicon carbide MOSFET modules, aiming to serve applications from ADAS and engine...