U.S. IT Stock News

If you are wondering whether Aramark at around US$38.80 is offering fair value or hiding a margin of safety, you are asking the right question before making any long term decisions. The share price sits near US$38.80, with returns of 1.9% over 7 days, 6.1% year to date and 4.5% over 1 year. The 3 year and 5 year returns of 42.6% and 53.8% hint at a stock that has already moved a fair distance. Recent news around Aramark has largely focused on its role as a major provider of food, facilities...

In recent weeks, Blackstone has reported full-year 2025 results showing higher revenue and net income year-on-year, raised its quarterly dividend to US$1.49 per share, continued share repurchases, and joined Coatue Capital in extending a US$10 billion private credit facility to Australian data center company Firmus Technologies. Together, these moves highlight how Blackstone is pairing large-scale private credit exposure to AI-linked infrastructure with ongoing cash returns to shareholders...

In late January 2026, Fair Isaac reported first-quarter revenue of US$511.96 million and net income of US$158.37 million, reiterated its 2026 guidance, and expanded its AI-powered decisioning reach through a new global partnership with Tech Mahindra, which will build a dedicated FICO Platform Centre of Excellence for financial institutions and other sectors. Together with LoanPASS advancing its use of FICO Score 10T via large-scale batch pricing tools and Fair Isaac’s ongoing share...

Event context and recent share performance WillScot Holdings (WSC) has seen mixed share performance recently, with a 7 day return of 8.2%, a small decline over the past month, and a 20.6% gain over the past 3 months. See our latest analysis for WillScot Holdings. At a share price of US$21.64, WillScot Holdings has recently shown short term momentum with a 7 day share price return of 8.2%. However, the 1 year total shareholder return of 42.0% decline and 3 year total shareholder return of...

In early February 2026, Procter & Gamble’s Old Spice brand expanded its men’s grooming lineup with the premium, cologne-infused Spice Alchemist collection, promoted through an immersive “Unrivaled Freshness Experience” during Super Bowl LX week in San Francisco and now rolling out nationwide at major retailers. At the same time, mixed but high-profile analyst commentary and active options trading around Procter & Gamble highlighted how product innovation in men’s grooming is intersecting...

PHINIA Inc. recently announced that its Board of Directors approved an over 11% increase in the quarterly cash dividend to US$0.30 per share, payable on March 20, 2026, and reported completing a share repurchase of 9,779,622 shares for US$436 million under its existing buyback plan. Alongside these actions, PHINIA expanded its equity buyback authorization to US$750 million, signaling a stronger emphasis on returning cash to shareholders through both higher dividends and ongoing...

Workday (NasdaqGS:WDAY) announced that co-founder Aneel Bhusri is returning as CEO. Carl Eschenbach is stepping down from the CEO role and moving into a strategic advisor position. The leadership transition is framed around Workday’s push to focus more on artificial intelligence. Workday, known for its cloud-based human capital management and financial software, sits at the intersection of HR, finance, and IT for many large enterprises. Across software and services, AI has become a core...

Bank of America (NYSE:BAC) has issued fresh commentary from its top investment strategist calling for a shift in investment focus toward Main Street over global elites. The view highlights financials and real assets as areas the bank expects to stand out relative to other parts of the market. The comments come during a period of political and market change, with sector leadership and portfolio positioning in focus for many investors. Bank of America, one of the largest US banks by assets,...

Spectrum Brands Holdings (SPB) has caught investor attention after first quarter results, a new US$300 million share buyback authorization, continued dividends, and management commentary highlighting acquisition plans in Global Pet Care and Home & Garden. See our latest analysis for Spectrum Brands Holdings. The earnings beat in Global Pet Care, fresh US$300 million buyback authorization, ongoing repurchases and confirmed dividend have arrived alongside a 90 day share price return of 43.82%...

Why Kroger (KR) is on investors’ radar Kroger (KR) is back in focus for investors after recent share price moves, with the stock showing positive returns over the past week, month, past 3 months and year to date. See our latest analysis for Kroger. Kroger’s recent 1 month share price return of 17.80% and 7 day share price return of 11.16% suggest momentum is building, while 3 year and 5 year total shareholder returns of 66.97% and 128.47% point to a longer track record of value creation. If...

Mastercard (NYSE:MA) has introduced Agent Suite, a new collection of AI driven services designed to embed agentic AI into customer operations. The offering focuses on privacy, responsible AI practices, and tailored support for banks, merchants, and enterprises that use Mastercard solutions. Agent Suite is aimed at payment flows, customer personalization, and enterprise decision support within Mastercard powered ecosystems. For a global payments network like Mastercard, Agent Suite sits at...

T-Mobile US and Amdocs have extended their partnership for multiple years to support expansion and AI-driven projects. The agreement includes work on generative AI and new integration projects for T-Mobile US consumer and business offerings. The move is intended to support operational efficiency and AI powered services across T-Mobile US platforms. T-Mobile US, NasdaqGS:TMUS, is trading at $197.66, with the share price sitting below its 1 year level and above its 3 year and 5 year levels...

Why Comfort Systems USA (FIX) is Suddenly on Investors’ Radar Comfort Systems USA (FIX) drew fresh attention after a 4.51% mid day share price move on 9 February, alongside generally positive analyst views that currently point to an Outperform rating. This combination of recent price action and supportive coverage is driving increased interest in the stock, even without a specific earnings release, merger announcement, or other single company update setting the tone. See our latest analysis...

Why Wingstop’s earnings and guidance reset caught investors’ attention Wingstop (WING) shook up expectations with an earnings report that paired higher revenue and Adjusted EBITDA with a break in its 21 year same store sales growth streak and lower 2025 comps guidance. See our latest analysis for Wingstop. Wingstop’s earnings reset has come after a period where momentum in the share price has remained positive, with a 90 day share price return of 16.78%. However, the 1 year total shareholder...

What the latest earnings, guidance, and dividend mean for Silicon Motion Technology (SIMO) Silicon Motion Technology (SIMO) just released fourth quarter and full year 2025 results, issued first quarter 2026 guidance, and reaffirmed its quarterly dividend, giving investors a fresh look at both growth and income trends. See our latest analysis for Silicon Motion Technology. The earnings beat, new first quarter 2026 guidance, and confirmed dividend have coincided with strong momentum, including...

What the latest earnings tell you about Freedom Holding Freedom Holding (FRHC) just released results for the third quarter and nine months to December 31, 2025, with both revenue and net income lower than the same periods a year earlier. For the quarter, revenue came in at US$628.62 million versus US$664.58 million a year ago, while net income was US$76.24 million compared with US$78.28 million. Basic earnings per share from continuing operations were US$1.27, with diluted EPS at US$1.25,...

In early February 2026, Costco Wholesale reported January net sales of US$21.33 billion, up 9.3% year over year, and year-to-date sales of US$123.16 billion, up 8.5%, while also extending its Instacart-powered same-day delivery service to members in France and Spain. These results highlight how Costco’s membership model and expanding international partnerships are reinforcing its ability to grow scale while maintaining its low-price promise. With this combination of strong quarterly...

Phibro Animal Health (PAHC) is back in focus after reporting second quarter results that show much higher sales and net income versus a year earlier, along with updated 2026 earnings guidance and a reaffirmed dividend. See our latest analysis for Phibro Animal Health. The recent guidance update and stronger quarterly results have come after a sharp run in the shares, with a 30 day share price return of 31.47% and a year to date share price return of 39.01%. Longer term momentum is reflected...

French authorities have paused MARA Holdings’ planned acquisition of EDF’s Xion data center, citing national security and sovereignty concerns. The review directly affects MARA Holdings’ push into European data infrastructure and broader computing capacity. The decision introduces additional regulatory risk around energy access and international expansion for NasdaqCM:MARA. MARA Holdings, traded on NasdaqCM:MARA, last closed at $8.06, with the share price reflecting a 10.9% decline over the...

Everest Group (EG) is back in focus after reporting fourth quarter and full year 2025 results that showed higher net income along with active share repurchases, a combination that has drawn fresh attention to the stock. See our latest analysis for Everest Group. Despite the stronger earnings picture and ongoing buybacks, Everest Group’s share price has eased recently, with a 30 day share price return of a 3.32% decline and a 1 year total shareholder return of a 1.09% decline. This suggests...

Savara (SVRA) amended its loan agreement with Hercules Capital, giving it access to up to an additional $75 million if the FDA approves MOLBREEVI, its investigational therapy for autoimmune pulmonary alveolar proteinosis. See our latest analysis for Savara. Against the backdrop of the Hercules and royalty funding agreements, Savara’s 90 day share price return of 26.94% and 1 year total shareholder return of 90.18% indicate that momentum has been building despite recent shorter term share...

Google has increased its stake in TeraWulf (NasdaqCM:WULF) to 14%, taking a larger ownership position in the company. As part of the move, Google is providing substantial backstop funding to support the expansion of TeraWulf's Lake Mariner data center. The funding is tied to TeraWulf's shift from a pure bitcoin mining focus toward building AI focused data center infrastructure. TeraWulf, known primarily as a bitcoin miner, is repositioning itself as a provider of power intensive...

Kirby (KEX) is back in focus after reporting fourth quarter revenue of US$851.78 million and net income of US$91.81 million, alongside an update on its long running share repurchase program. See our latest analysis for Kirby. The latest earnings and ongoing buybacks come after a strong 90 day share price return of 8.98% and a 1 year total shareholder return of 11.90%, with 3 and 5 year total shareholder returns of 64.86% and 97.51%. This suggests longer term momentum has been stronger than...

Okta (OKTA) shares are back in focus after the company expanded its relationship with the PGA of America, a move that ties its identity platform directly to fan and member digital experiences. See our latest analysis for Okta. Those PGA and AI security headlines arrive at a time when Okta’s short term share price performance has been mixed, with a 30 day share price return of a 4.39% decline and a 90 day share price return of a 3.04% gain. Over a longer horizon, the 1 year total shareholder...