U.S. IT Stock News

Fourth quarter results and AI driven demand Bloom Energy (BE) recently reported fourth quarter results, with revenue and operating income above analyst expectations, highlighted strong demand from artificial intelligence customers, and issued 2026 revenue guidance in the range of US$3.1b to US$3.3b. See our latest analysis for Bloom Energy. The strong fourth quarter and AI driven backlog appear to be feeding into sentiment, with a 1 day share price return of 8.49% at US$155.17, a 30 day share...

If you are wondering whether Walmart's share price still offers value after a strong run, this article walks through how the current market price compares to several valuation gauges. Walmart shares last closed at US$129.02, with returns of 4.0% over 7 days, 12.7% over 30 days, 14.4% year to date, 26.6% over 1 year and a very large 3 year and 5 year gain of 175.1% and 186.7% respectively, which naturally raises questions about what is already priced in. Recent attention on Walmart has...

Avista (AVA) has caught investors’ attention after its board approved a quarterly dividend of $0.4925 per share, equivalent to $1.97 on an annualized basis, payable on March 13, 2026. See our latest analysis for Avista. At a share price of $40.99, Avista has had a 5.29% 30 day share price return and a 5.86% year to date share price return. Its 1 year total shareholder return of 17.30% suggests income plus dividends have contributed meaningfully to overall gains, as the newly declared dividend...

AM Best upgraded CNA Financial’s financial strength rating to A+ with a stable outlook. The upgrade follows strong full year results, higher regular dividends, and a special dividend declaration. The rating change signals increased confidence in CNA Financial’s balance sheet and operating profile for policyholders and investors. For investors watching NYSE:CNA, the rating move comes alongside solid share price context, with the stock at $49.13 and a 37.7% return over 3 years and 62.9% over...

OneSpaWorld Holdings Limited has been added to several S&P indices, including the S&P SmallCap 600, S&P 600 Consumer Discretionary sector, S&P 1000, and S&P Composite 1500, with inclusion effective February 10, 2026. The new index memberships increase OneSpaWorld’s visibility across the health and wellness and cruise markets, potentially broadening its institutional investor base and reinforcing its positioning in small-cap benchmarks. Next, we’ll examine how OneSpaWorld’s addition to the...

FDA approval for repeat iDose TR use puts Glaukos (GKOS) back in focus Glaukos (GKOS) is back on investors’ radar after the U.S. FDA approved a labeling supplement for repeat administration of its iDose TR glaucoma therapy, expanding potential real world treatment flexibility for physicians. See our latest analysis for Glaukos. At a share price of $113.27, Glaukos has seen a 26.01% 90 day share price return, while its 1 year total shareholder return of 24.49% decline contrasts with a 125.37%...

Toll Brothers, Inc. recently announced Crestmoor Estates, a new luxury master-planned community in San Bruno, California, featuring energy-efficient, all-electric single-family homes with modern designs, extensive personalization options, and convenient access to San Francisco, Silicon Valley, and major Bay Area transit links, with sales expected to begin in spring 2026. This expansion into a highly sought-after Bay Area location underscores Toll Brothers’ focus on upper-tier buyers who...

What recent performance says about Alamo Group Alamo Group (ALG) has quietly delivered a positive run recently, with the stock up about 6.8% over the past week, roughly 11% over the past month, and about 26.7% in the past 3 months. See our latest analysis for Alamo Group. Zooming out, the recent momentum in Alamo Group’s share price, including the 11.4% 30 day share price return and 22.2% year to date share price return, sits against a 12.8% 1 year total shareholder return. This suggests that...

Sunrun (NasdaqGS:RUN) is expanding its distributed power plant programs across the U.S., enrolling more than 106,000 customers into grid services offerings. The company is running regular dispatches in multiple states to support the electric grid during critical periods. Recent activity includes a first residential vehicle to grid program with Ford and partnerships with PG&E, NRG Energy, and Tesla Electric. Sunrun’s deployments are supplying grid support in Texas, California, Maryland,...

Iren (NasdaqGS:IREN) is shifting its core focus from Bitcoin mining toward AI and cloud infrastructure. The company has partnered with Microsoft to support this transition, anchored by a major contract related to AI infrastructure. Iren reports that it has secured about 95% of the financing it considers necessary to fund this move. Investors are weighing this progress against cautious market sentiment and questions about the pace of new AI deal flow beyond Microsoft. Iren, listed on...

New 2026 revenue guidance puts Northwest Bancshares in focus Northwest Bancshares (NWBI) has put fresh guidance on the table, telling investors it expects 2026 revenue to fall between US$710 million and US$730 million. This gives the market a clearer view of management’s current outlook. See our latest analysis for Northwest Bancshares. Northwest Bancshares’ 2026 revenue guidance lands at a time when the share price has a 30 day share price return of 8.83% and a 90 day share price return of...

Steven Madden recently flagged that its private label business, which generated about US$415 million in Fiscal Year 2024, could face a US$100 million revenue impact through Fiscal Year 2026 as tariff pressures and trade policy uncertainties prompt some mass-market customers to source directly from factories. At the same time, the company reports that its core Steven Madden brand remains resilient, with renewed consumer interest in categories such as tall shaft and casual boots helping to...

In January 2026, Ivanhoe Electric Inc. announced it had signed a definitive Collaboration and Exploration Agreement with Sociedad Quimica y Minera de Chile (SQM) to explore SQM’s 2,002 km² of copper-focused mining concessions in northern Chile, fully funded initially by SQM with a US$9 million commitment. The agreement gives Ivanhoe Electric the option to earn a 50% interest in any independently verified “Qualifying Copper Deposit,” while also putting its Typhoon geophysical system and CGI...

While not a mind-blowing move, it is good to see that the United Parks & Resorts Inc. ( NYSE:PRKS ) share price has...

The Gorman-Rupp Company recently reported its fourth-quarter and full-year 2025 results, with quarterly sales of US$166.57 million and net income of US$13.75 million, and full-year sales of US$682.39 million and net income of US$53.02 million, all higher than the prior year. Management also reported that earnings exceeded analyst expectations and highlighted record sales, adjusted earnings per share, and strong incoming orders supported by infrastructure-related demand. We’ll now examine how...

Legal actions and what they focus on Integer Holdings (ITGR) is under increased legal scrutiny after several law firms announced investigations and a class action lawsuit tied to its electrophysiology device business. The claims center on whether the company overstated its competitive position in electrophysiology manufacturing and presented these devices as a key growth driver, despite reports of weaker demand and revenue. Recent company disclosures about slower than expected adoption of...

Chipotle Mexican Grill (NYSE:CMG) is rolling out new menu items, including high protein options and the return of Chicken Al Pastor, in response to softer consumer demand. The company is increasing limited time promotions and sharpening its focus on higher income and health focused customers, including those using GLP 1 drugs. Chipotle is also revamping its loyalty program with AI driven personalization to deepen engagement and support traffic and ticket size. Chipotle operates a fast...

Guardant Health, together with Mayo Clinic and the Alliance for Clinical Trials in Oncology, recently published the largest study so far in the Journal of Clinical Oncology showing that its Guardant Reveal blood test for circulating tumor DNA more accurately predicts recurrence and overall survival than standard staging in resected stage III colon cancer patients. The findings suggest that tissue-free ctDNA testing, including assessment of tumor fraction, could meaningfully reshape routine...

Flutter Entertainment, the owner of FanDuel, has recently come under pressure as prediction markets such as Kalshi gain traction, offering an alternative way for users to bet on outcomes and potentially sidestep traditional state-level gambling rules. Although FanDuel and rival DraftKings have launched their own prediction market apps, early download trends suggest these offerings are currently lagging Kalshi, highlighting a competitive shift that could influence how online wagering...

Fabrinet recently reported past second-quarter and six-month results to December 26, 2025, highlighting higher sales of US$1.13 billion and increased net income of US$112.63 million, alongside completing a share repurchase program totaling 3,887,487 shares for US$365.10 million under its 2017 authorization. The company also issued new guidance for the third fiscal quarter ending March 27, 2026, projecting revenue between US$1.15 billion and US$1.20 billion and GAAP diluted earnings per share...

Why Delta Air Lines (DAL) is on investors’ radar today Delta Air Lines (DAL) has drawn fresh attention after its recent share performance, which includes a negative 1-day return alongside gains over the past week, month, past 3 months, and year to date. See our latest analysis for Delta Air Lines. Despite a 0.46% 1-day share price decline to US$75.0, Delta Air Lines has seen momentum build, with an 8.57% 7-day share price return and a 29.89% 90-day share price return, alongside a 3-year total...

Healthpeak Properties, Inc. has reported past fourth-quarter 2025 sales of US$549.03 million and revenue of US$719.40 million, alongside full-year 2025 revenue of US$2.82 billion and net income of US$71.35 million, and also completed a share repurchase of 5,091,156 shares for US$94.17 million under its July 25, 2024 buyback program. The company also issued past earnings guidance for 2026, projecting diluted earnings per common share between US$0.34 and US$0.38, which contrasts with its much...

Cathay General Bancorp (CATY) has announced a boardroom change, appointing experienced banking analyst Lana Chan as a Class I director, while longtime director Jane Jelenko plans to retire in April 2026. See our latest analysis for Cathay General Bancorp. The share price has gained momentum recently, with a 7.41% 1 month share price return and a 15.71% 3 month share price return at US$54.22, while the 5 year total shareholder return of 68.99% points to solid long term compounding. If this...

Event context and recent share performance ASGN (ASGN) has drawn fresh attention after its recent trading performance, with the share price closing at US$50.06 and showing mixed returns over the past week, month and past 3 months. See our latest analysis for ASGN. That recent 1 day share price decline of 4.65% to US$50.06 sits against a 90 day share price return of 10.17%. At the same time, the 1 year total shareholder return of 37.01% and 3 year total shareholder return of 45.24% point to...