U.S. IT Stock News

In early February 2026, Okta, Inc. announced an expanded relationship with the PGA of America to secure employees, golf professionals, and fans across all digital touchpoints while supporting emerging AI-powered experiences and strengthening identity-first security. This deeper collaboration highlights how Okta’s platform is being used to unify member and fan identities, reduce manual IT work, and address AI-related security risks in high-traffic consumer sports environments. We’ll now look...

Goodyear Tire & Rubber is closing its Tall Timbers Mold facility in Findlay, Ohio, with U.S. mold operations to be consolidated into a single site. The closure affects a significant number of employees and marks a reset of the company’s manufacturing footprint. This move is part of Goodyear’s broader effort to streamline production and align capacity with its current operational needs. Goodyear Tire & Rubber, listed as NasdaqGS:GT, is making this change at a time when its shares trade at...

Lattice Semiconductor recently launched what it describes as the industry’s first secure control FPGA family fully compliant with emerging post-quantum cryptography standards, drawing renewed attention from analysts to its security-focused product roadmap. This move places Lattice at the center of upcoming security-driven hardware refresh cycles in government, communications, and industrial markets where post-quantum readiness is becoming a priority. Next, we examine how Lattice’s early move...

Camden Property Trust (CPT) closed out FY 2025 with Q4 revenue of US$415.4 million, basic EPS of US$1.45 and net income of US$156.5 million, while trailing twelve month revenue came in at US$1.6 billion with EPS of US$3.55 and net income of US$384.5 million. Over recent quarters the REIT has seen revenue move from US$387.8 million in Q4 2024 to the latest US$415.4 million print, while quarterly EPS shifted from US$0.37 to US$1.45. This sets up a result where investors are likely to focus on...

Stock performance snapshot Cushman & Wakefield (CWK) stock has recently attracted attention after a single day move of about 6.9%, standing out against quieter returns over the past week and month. For context, the shares show a return of about 2% year to date and a total return of about 23.7% over the past year, with roughly 11.8% over the past 3 months. See our latest analysis for Cushman & Wakefield. That sharp 6.9% 1 day share price gain to about $16.16 comes after a softer patch, with a...

What the latest AI and defense wins mean for Tower Semiconductor stock Tower Semiconductor (NasdaqGS:TSEM) is back in focus after announcing high performance silicon photonics for 1.6T data center optical modules aligned with NVIDIA networking protocols, as well as new client adoption in nuclear event detection. See our latest analysis for Tower Semiconductor. The recent AI infrastructure and nuclear detection wins come as the share price has climbed to US$139.04, with a 90 day share price...

Apple (NasdaqGS:AAPL) is opening CarPlay to third-party AI chatbots, including ChatGPT, Google Gemini, and Anthropic's Claude. This is the first time non Apple voice assistants will be accessible directly within the CarPlay interface. The move comes alongside Apple's acquisition of Israeli AI startup Q.AI and a partnership with Google focused on Siri. Together, these steps point to a broader push into automotive AI and conversational tools across Apple's ecosystem. For you as an investor...

UBS’s decision to nearly double its stake in Lucid Group (LCID) in the fourth quarter, buying millions of additional shares, has pushed the bank into the top tier of the company’s institutional owners. See our latest analysis for Lucid Group. Lucid’s latest 1 day share price return of 13.96% lifted the stock to US$10.86, but that sits against a 90 day share price return decline of 37.15% and a 1 year total shareholder return decline of 61.63%, suggesting recent momentum has improved while...

KAYAK has appointed Peer Bueller as CEO, with co founder Steve Hafner moving into a new role focused on artificial intelligence across Booking Holdings. The leadership transition highlights Booking Holdings' increased attention to AI as a core part of its online travel platforms. The changes come as generative AI reshapes how travelers search for and book trips. Booking Holdings, ticker NasdaqGS:BKNG, is making this leadership shift at KAYAK while the share price stands at $4,457.17. The...

If you are wondering whether Pinterest is starting to look mispriced, you are not alone. This article will help you frame that question clearly. The stock last closed at US$19.60, with returns of an 11.4% decline over 7 days, 28.7% decline over 30 days, 26.2% decline year to date, 51.0% decline over 1 year, 21.1% decline over 3 years and 76.7% decline over 5 years, which may have changed how some investors think about its risk and potential. Recent headlines have focused on Pinterest's place...

Clearwater Analytics (NYSE:CWAN) has linked its platform with TreasurySpring to broaden institutional cash management options. Generali Deutschland AG is using Clearwater for its €40 billion insurance business, expanding Clearwater's presence with large European asset owners. The company has introduced embedded AI tools within its Beacon platform to support risk operations and regulatory needs. Clearwater Analytics focuses on providing investment accounting, reporting, and risk solutions...

Gen Digital Q3 2026 Results Set Up A Margin Focus For Investors Gen Digital (GEN) just posted Q3 2026 numbers with revenue of US$1.24b and basic EPS of US$0.31, putting fresh figures on the table for investors watching how its earnings translate into cash generating power. The company has seen quarterly revenue range from US$986m in Q3 2025 to US$1.24b in Q3 2026, while basic EPS has moved between US$0.22 and US$0.31 over the same stretch. This gives a clearer view of how each dollar of sales...

Paylocity Holding (PCTY) reported Q2 2026 revenue of US$416.1 million and basic EPS of US$0.93, alongside net income excluding extra items of US$50.2 million. Over the trailing twelve months, the company recorded total revenue of US$1.7 billion and basic EPS of US$4.33. Quarterly revenue has ranged from US$362.9 million in Q1 2025 to US$454.5 million in Q3 2025, with EPS moving between US$0.67 and US$1.64 over the same period, giving investors a view of how earnings power has tracked...

In late January 2026, Wix.com Ltd. announced that its Board approved a share repurchase program of up to US$2.00 billion in ordinary shares and convertible notes over fiscal years 2026–2027, funded by cash on hand and future operating cash flows to support cash generation and shareholder value. This buyback plan arrives as Wix expands deeper into artificial intelligence through products like Harmony and the Base44 acquisition, amid questions about how new AI tools could alter its...

Brink's recently reported a mixed Q3, with revenue guidance coming in slightly ahead of analysts' expectations and earnings per share broadly matching estimates. The company highlighted accelerated growth in its AMS and DRS segments, as customer conversions and new portfolio additions supported its Brink's Business System transformation, which is improving margins and cash generation. We will now examine how Brink's focus on the Brink's Business System transformation shapes the company’s...

What stands out about Old Republic International right now Old Republic International (ORI) has drawn fresh attention after its recent share performance, with a 1 day return of 1% and a 7 day gain of 6.6% contrasting with a small decline over the past month. See our latest analysis for Old Republic International. That short burst of share price strength sits against a more mixed backdrop, with a modest 90 day share price return of 1.2% and a much stronger 1 year total shareholder return of...

In recent weeks, analysts have reiterated positive views on Alphatec Holdings, highlighting its advanced spinal disorder treatment platforms such as Alpha InformatiX and Valence. This renewed focus on Alphatec’s spine surgery technologies underscores how differentiated surgical tools and data-driven systems can influence perceptions within medical technology. Next, we’ll examine how this upbeat analyst sentiment around Alphatec’s spinal surgery innovation shapes the company’s broader...

Why Cheniere Energy Partners (CQP) is back on investor radar Cheniere Energy Partners (CQP) is drawing fresh attention after its parent company filed with US regulators to add new liquefied natural gas processing units at the Corpus Christi site in Texas. For income focused holders, that expansion plan follows a recently declared cash distribution of $0.830 per common unit, split between a $0.775 base payment and a $0.055 variable component. See our latest analysis for Cheniere Energy...

Harrow, Inc. recently promoted Patrick W. Sullivan to Chief Commercial Officer and reaffirmed its full-year 2025 revenue guidance of US$270 million to US$280 million, underscoring continuity in its commercial leadership and financial outlook. The combination of Sullivan’s long-standing commercial experience across major pharmaceutical companies and Harrow’s confirmed revenue targets highlights the company’s focus on execution in its ophthalmic portfolio. We’ll now look at how Harrow’s...

New CFO appointment puts leadership in focus On Holding (NYSE:ONON) is back in the spotlight after naming seasoned finance executive Frank Sluis as its next Chief Financial Officer, a leadership shift that has drawn fresh attention from investors. Sluis is set to join on May 1, 2026, succeeding CEO Martin Hoffmann, who has been handling both the chief executive and finance roles. Hoffmann plans to oversee the finance team until the transition is complete to support continuity. See our latest...

Why the Heart of England Co-operative renewal matters for NCR Atleos stock NCR Atleos (NATL) is back in focus after renewing its long-running agreement with Heart of England Co-operative. The renewal includes a five-year extension and a full upgrade of the retailer’s 35-site ATM network. See our latest analysis for NCR Atleos. Those headlines come alongside solid recent momentum, with a 1-day share price return of 4.91% taking NCR Atleos to $40.17 and a 90-day share price return of 12.77%,...

If you are wondering whether Cheesecake Factory shares are offering fair value or a potential bargain right now, the key is to look past the brand and focus on what the numbers are actually saying. The stock recently closed at US$63.25, with returns of 9.1% over 7 days, 13.7% over 30 days, 19.8% year to date and 21.1% over 1 year, plus 81.6% over 3 years and 40.4% over 5 years, which naturally raises questions about what is already priced in. Recent coverage around Cheesecake Factory has...

Recent spending plans from Alphabet and Amazon for AI infrastructure, along with Broadcom (AVGO) launching its Wi‑Fi 8 platform for AI heavy enterprise networks, have pushed the chipmaker back into the center of the AI buildout story. See our latest analysis for Broadcom. Despite some sharp swings around sector wide selloffs and export headwinds, investors have kept Broadcom firmly tied to the AI infrastructure story. Recent AI capex announcements from Alphabet and Amazon have helped the...

Why Bausch + Lomb (NYSE:BLCO) is Back on Investor Radar Bausch + Lomb (NYSE:BLCO) has drawn fresh attention after recent trading left the shares at about $17.00. This has prompted investors to reassess the eye health company’s valuation and recent performance. See our latest analysis for Bausch + Lomb. The recent 3.6% 1 day share price return and 9.3% 90 day share price return suggest interest is picking up again, even though the 1 month share price return of 2.3% and 1 year total shareholder...