U.S. IT Stock News

Bristol-Myers Squibb (BMY) has moved back into the spotlight after reporting fourth quarter and full year 2025 results, combining higher profitability, flat annual revenue and fresh guidance that exceeded Wall Street expectations. See our latest analysis for Bristol-Myers Squibb. The earnings release and 2026 guidance have fed into a sharp rebound in sentiment, with a 90 day share price return of 31.17% and a 1 year total shareholder return of 14.55%, indicating that momentum has recently...

If you are wondering whether PagSeguro Digital is still attractively priced or if the easy gains are already behind it, looking closely at its valuation metrics can help you frame that question clearly. The share price recently closed at US$10.99, with returns of 6.8% over 30 days, 13.7% year to date, 56.0% over 1 year, 27.5% over 3 years and an 81.3% decline over 5 years. This gives a mixed picture of how the market has treated the stock over different timeframes. Recent news flow around...

Qualys (QLYS) is back in focus after its Q4 2025 results, a fresh 2026 outlook, and an expanded share repurchase plan, all arriving alongside new AI driven cybersecurity platform updates. See our latest analysis for Qualys. The weak 2026 outlook and softer growth guidance have hit sentiment hard, with a 1 day share price return of 13.31% decline and a 90 day share price return of 27.10% decline. The 5 year total shareholder return of 7.01% points to much more muted longer term gains and...

In early February 2026, Alcoa’s recent quarter drew attention from Wall Street as multiple banks revisited their views following the company’s latest earnings, which included a one-time CO2 credit and updated alumina targets for 2026. The mixed analyst reactions highlight how much of Alcoa’s current investment debate now centers on the quality and sustainability of its earnings drivers. With Alcoa’s shares rising over the past week, we’ll explore how the one-time CO2 credit shapes the...

NovoCure (NVCR) has drawn attention after a prolonged share price slump, with negative returns over the past year and the past 3 months prompting investors to reassess how its current valuation lines up with its oncology device business. See our latest analysis for NovoCure. The recent 7 day share price return of 18.23% decline and 30 day share price return of 29.34% decline add to a year long total shareholder return of 54.43% decline. This points to fading momentum as investors reassess...

In January 2026, Honeywell International reported fourth-quarter 2025 results showing higher revenue of US$9,758 million but sharply lower net income of US$295 million, reflecting sizeable goodwill and asset impairment charges, while also issuing 2026 guidance for sales of US$38.80–US$39.80 billion and diluted EPS of US$9.59–US$9.89 from continuing operations. Investor attention also centered on Honeywell’s planned aerospace spinoff and a fresh analyst upgrade, as the company framed these...

In late January 2026, SoundHound AI announced an expanded relationship with Five Guys, extending its voice-powered ordering agents across hundreds of locations after handling well over a million customer interactions. Together with recent enterprise wins in insurance, financial services, and a Bridgepointe Technologies partnership, this points to a broadening footprint for SoundHound’s conversational AI across both consumer-facing and back-office use cases. With recent share price gains and...

Federal Realty Investment Trust sold Misora Apartments at Santana Row and Courthouse Center as part of its capital recycling program. The transactions generated significant proceeds that the company plans to redirect into higher return opportunities. The moves reflect an active approach to refining the NYSE:FRT portfolio while seeking to preserve financial flexibility. For you as an investor, the key point is that NYSE:FRT is reshaping its mix of assets rather than simply adding more...

Why the TruCotton alliance matters for SMX shareholders SMX (Security Matters) (NasdaqCM:SMX) is drawing attention after announcing a collaboration with TruCotton, a U.S. cotton traceability program, to apply its molecular marker technology to authenticate U.S. grown cotton across the supply chain. The initiative is designed to let the cotton itself carry proof of origin through secure molecular tags that can be checked at multiple points. This replaces traditional documentation based...

If you are wondering whether Plug Power's current share price reflects its true potential or its risks, you are not alone. This article focuses squarely on what the numbers say about value. Plug Power's stock has been volatile, with a 1 year return of 12.8% contrasted against a 3 year return of 86.5% decline and a 5 year return of 96.7% decline, while the year to date return sits at 7.0% decline. Recent attention on hydrogen and fuel cell companies has kept Plug Power on many investors'...

A major Wall Street brokerage has reiterated a positive view on Applied Materials (AMAT) ahead of its January quarter earnings on February 12, citing robust demand for chipmaking equipment tied to AI, electric vehicles and broader digitization. See our latest analysis for Applied Materials. Applied Materials' share price has moved sharply higher in recent months, with a 37.19% 3 month share price return and 19.95% year to date, while its 1 year total shareholder return of 80.97% reflects...

Calix, Inc. has reported its fourth-quarter 2025 results, returning to profitability on US$272.45 million in revenue, issued first-quarter 2026 revenue guidance of US$275 million to US$281 million, expanded its share repurchase authorization to US$425 million, and highlighted its agentic AI platform ahead of a March 2026 MWC Barcelona keynote. Together, the earnings improvement, higher buyback capacity, and revenue outlook suggest management is emphasizing both shareholder returns and...

Recent share performance and what it could mean for investors CVB Financial (CVBF) has drawn attention after its shares moved higher recently, with a 1 day return of 2.19% and gains over the past week, month, and past 3 months. For investors watching regional bank stocks, this recent performance raises questions about how the bank's current valuation lines up with its reported fundamentals, including profitability and revenue trends. See our latest analysis for CVB Financial. Looking beyond...

If you are wondering whether Helmerich & Payne at around US$35.97 is still offering value, you are not alone. This article is aimed at helping you size up what you are actually paying for. The stock has returned 6.2% over the last 7 days, 17.4% over the last 30 days, 20.1% year to date, 40.6% over 1 year, negative 9.8% over 3 years and 56.7% over 5 years. This gives you a wide range of outcomes to think about in terms of growth potential and changing risk sentiment. Recent attention on...

Shopee, owned by Sea (NYSE:SE), is raising commission rates on higher priced items in Brazil. The change brings Shopee's take rates closer to those of local competitors. The adjustment affects sellers operating in Brazil's fast growing e commerce market. Shopee is Sea's core e commerce platform, and Brazil is one of its key markets in Latin America. By moving commission rates closer to peers, Sea is signaling a shift from pure market share focus toward a model that may place more weight on...

Jacobs Solutions (J) is back on investors' radar after reporting quarterly earnings and revenue above analyst expectations, along with a sharply higher backlog and a raised full year outlook tied to demand across several infrastructure linked sectors. See our latest analysis for Jacobs Solutions. The strong quarterly update and new infrastructure wins appear to be feeding into sentiment. The 7 day share price return of 10.02% and year to date share price return of 9.94% offset a 90 day share...

TransUnion (TRU) is in focus after new partnerships with FrontLobby and Zenbase that add rental payment histories to its credit reports as a separate category, giving renters fresh ways to build documented credit behaviour. See our latest analysis for TransUnion. That rental data push comes as TransUnion’s share price sits at $73.48 after a 1 day share price return of 4.64%, against a softer recent patch that includes a 30 day share price return decline of 16.22% and a 1 year total...

Shake Shack (NYSE:SHAK) is repositioning its operating playbook under CEO Rob Lynch, focusing on targeted expansion and tighter cost control. The company is rolling out an international licensing model that aims to scale its brand globally with lower direct capital needs. Management is highlighting throughput, operational discipline, and more selective new openings as key priorities for the next phase of growth. Shake Shack built its brand around premium burgers and experiential locations,...

TransDigm Group (TDG) has just raised its fiscal 2026 earnings guidance alongside reporting first quarter sales of US$2,285 million and net income of US$445 million, which is putting fresh attention on its core aerospace franchises. See our latest analysis for TransDigm Group. Even with the raised fiscal 2026 guidance and ongoing acquisitions such as Jet Parts Engineering, Victor Sierra and Stellant Systems, TransDigm's recent share price performance has cooled. The 7 day share price return...

V2X (NYSE:VVX) has announced new partnerships with Google Public Sector and Amazon. The collaborations focus on deploying AI, cloud, and automation across U.S. Government and defense operations. The news centers on support for AI driven modernization, smart logistics, and operational resilience for government clients. For V2X, a contractor focused on mission support, logistics, and technology services, these agreements connect the company directly to widely used cloud and AI platforms...

FirstEnergy Pennsylvania, part of FirstEnergy (NYSE:FE), filed a new Default Service Plan that includes added consumer protections and revised electricity procurement structures. A FirstEnergy subsidiary received regulatory approval for a pilot program to support zero-emission school buses, including vehicle to grid technology and related infrastructure funding. FirstEnergy (NYSE:FE) operates as a regulated electric utility group with a focus on transmission and distribution in several U.S...

Wondering whether First Citizens BancShares is still offering value at around US$2,160.99 per share, or if the easy money has already been made? This article walks you through what the current price really implies. The stock has had a mixed run, with a 4.4% return over the last week, a 0.7% decline over the last 30 days, a roughly flat 0.1% return year to date, and a 2.2% decline over the past year, set against a very large 3 year gain and a similarly very large 5 year gain. Recent coverage...

United Parcel Service (UPS) is back in focus after reporting fourth quarter and full year 2025 results that exceeded expectations, reaffirming 2026 revenue guidance and keeping its dividend unchanged despite ongoing cost pressures. See our latest analysis for United Parcel Service. The latest quarterly beat and reaffirmed 2026 guidance have coincided with a clear shift in sentiment, with a 90 day share price return of 26.09% and 1 year total shareholder return of 10.87% suggesting momentum...

In late January 2026, Arcos Dorados Holdings Inc. announced plans to open 105 to 115 new restaurants across its operating footprint during 2026. This expansion plan highlights management’s confidence in deploying fresh capital into restaurant growth across Latin America and the Caribbean. We’ll now examine how this planned 2026 restaurant rollout could influence Arcos Dorados’ investment narrative and long-term growth profile. Uncover the next big thing with 24 elite penny stocks that...