U.S. IT Stock News

Marsh & McLennan Companies (MRSH) has filed a shelf registration for up to US$1.54b of common stock, tied to an employee stock ownership plan. This filing puts potential future share issuance in focus for investors. See our latest analysis for Marsh & McLennan Companies. The ESOP linked shelf registration comes after a busy start to the year, with Marsh & McLennan discussing a US$5b capital deployment plan across dividends, acquisitions and buybacks, updating investors on 2025 earnings, and...

Board appointment puts governance in focus for Definium Therapeutics (DFTX) Definium Therapeutics (DFTX) recently added experienced biopharmaceutical executive Roger Adsett to its Board of Directors, an event that puts governance, commercial expertise, and long term execution squarely on investors’ radar. See our latest analysis for Definium Therapeutics. At a share price of $17.37, Definium Therapeutics has posted a 25.51% 1 month share price return and a 43.08% 3 month share price return,...

AMETEK (NYSE:AME) reported record fourth quarter and full year 2025 results. The company highlighted strong cash generation, solid sales and order growth, and contributions from recent acquisitions. Management pointed to continued momentum and a healthy backlog as key support factors for the business. For investors watching NYSE:AME, the latest update comes with the stock around $233.11 and multi year returns that have been strong, including 26.6% over the past year and 98.7% over five...

If you have ever wondered whether Mastercard's share price really matches what the business is worth, this article is for you. We will break down what the current market price could be implying. Mastercard closed at US$540.39, with returns of a 1.9% decline over 7 days, a 6.1% decline over 30 days, a 4.0% decline year to date and a 3.8% decline over the past year, set against longer term returns of 48.6% over 3 years and 63.0% over 5 years. Recent coverage around Mastercard has focused on...

If you have been wondering whether Rigetti Computing's share price still lines up with its fundamentals, this article will walk through what the numbers actually say about value. The stock last closed at US$16.97, with a 30 day return of 33.5% decline, a year to date return of 28.1% decline, and a 1 year return of 44.4% gain that sits alongside a very large 3 year return. Recent trading has been shaped by ongoing interest in quantum computing and how smaller specialists like Rigetti fit into...

Intel (INTC) is back in focus after committing at least US$100 million to AI chip startup SambaNova Systems. CEO Lip-Bu Tan also outlined strong AI driven server CPU demand, along with improving foundry yields and rising customer interest. See our latest analysis for Intel. Those AI focused updates are landing at a time when Intel’s share price has been volatile in the short term, with a 1 day share price return of 6.19% decline and a 7 day share price return of 4.30% decline. However, the 90...

FMC Corporation recently reported fourth-quarter 2025 and full-year results showing lower sales and a very large swing to a net loss, issued 2026 revenue guidance that implies a 5% decline at the midpoint, and filed an US$84.26 million shelf registration related to an ESOP share offering. At the same time, FMC’s board authorized a review of multiple strategic options while Moody’s cut the company’s debt rating to junk with a negative outlook, highlighting concerns around patent expirations...

AES stock performance snapshot AES (AES) has drawn attention after recent share price moves, with the stock showing gains over the past month and past 3 months alongside positive annual revenue and net income figures. See our latest analysis for AES. At a share price of $16.25, AES has seen momentum build recently, with a 30 day share price return of 13.48% and a 1 year total shareholder return of 67.93%, even though the 3 and 5 year total shareholder returns remain negative. If this move in...

Recent Share Performance and Business Snapshot Ferrari (NYSE:RACE) shares closed at $363.22, with a 1 day return of 8.1% and a 7 day return of 10.0%, while the stock shows negative moves over the past month and past 3 months. Over longer horizons, Ferrari’s total return is negative over the past year but positive over the past 3 years and 5 years. Reported revenue stands at €7,146.0, with net income of €1,600.0, alongside annual revenue and net income growth figures that remain in positive...

Mueller Industries, Inc. reported past fourth-quarter 2025 earnings with sales of US$962.39 million and net income of US$153.71 million, alongside full-year sales of US$4.18 billion and net income of US$765.19 million, all higher than the prior year. An interesting takeaway is that both basic and diluted earnings per share from continuing operations rose for the quarter and the full year, pointing to improved profitability on a per-share basis. Next, we will examine how this improved...

On Holding (NYSE:ONON) has appointed Frank Sluis as its new Chief Financial Officer. The company announced the leadership change as a material update for investors and stakeholders. Sluis brings finance experience from major consumer focused businesses to the role. On Holding, known for its performance footwear and apparel, sits in a competitive global sportswear market where brand strength, product differentiation, and efficient supply chains matter for long term positioning. In that...

Palomar Holdings (PLMR) heads into its Q4 2025 earnings release today at 4:00 PM Eastern, shortly after securing a new US$450 million unsecured credit facility that increases its financial flexibility and funding options. See our latest analysis for Palomar Holdings. The stock has picked up near term momentum, with a 1 day share price return of 2.14% and 7 day share price return of 6.04%. The 1 year total shareholder return of 17.16% sits against a much stronger 3 year total shareholder...

Impinj FY 2025 Earnings Snapshot Sets Up a Margins Story for Investors Impinj (PI) has just wrapped up FY 2025 with Q4 revenue of US$92.8 million and a basic EPS loss of US$0.04, alongside trailing twelve month revenue of US$361.1 million and basic EPS of US$0.37 in losses. Over the past six quarters, the company has seen quarterly revenue move between US$74.3 million and US$97.9 million, while basic EPS has swung from a profit of US$0.40 in Q2 2025 to losses such as US$0.44 in Q3 2025 and...

In recent months, LandBridge Company LLC has drawn attention for highlighting that most of its revenue comes from surface use royalties tied to pore space, particularly through its relationship with WaterBridge, while recent acquisitions have expanded its pore space footprint. A key takeaway for investors is that LandBridge’s underlying value appears increasingly tied to its ownership of subsurface pore space rather than to datacenter development, positioning it as a differentiated play on...

If you are wondering whether Luckin Coffee's current price really reflects its business today, you are not alone. Many investors are asking the same question. The stock last closed at US$37.10, with returns of 6.3% over 7 days, 12.0% over 30 days, 4.8% year to date, 26.9% over 1 year and a very large gain over 5 years that is above 5x. Recent headlines around Luckin Coffee have focused on its position in China's coffee market and how the brand is competing for consumer attention. This helps...

Why expectations around Excelerate Energy’s earnings are moving the stock Recent interest in Excelerate Energy (EE) is being driven by expectations around its upcoming earnings report on February 25, 2026, following a pattern of earnings surprises in recent quarters. See our latest analysis for Excelerate Energy. That backdrop of earnings optimism is lining up with strong recent momentum, with a 30 day share price return of 28.47%, a 90 day share price return of 44.19%, and a 3 year total...

EVI Industries (EVI) has reported Q2 2026 revenue of US$115.3 million and basic EPS of US$0.16, alongside trailing 12 month revenue of US$427.1 million and EPS of US$0.49 that frame the latest quarter within a broader earnings picture. The company has seen quarterly revenue move from US$92.7 million in Q2 2025 to US$115.3 million in Q2 2026, with basic EPS over the same quarters shifting from US$0.08 to US$0.16 as trailing net profit margins eased from 1.8% to 1.5%. This sets up a results...

Jumia Technologies FY 2025 Earnings Snapshot Jumia Technologies (NYSE:JMIA) closed FY 2025 with fourth quarter revenue of US$61.4 million and a net income loss of US$10.3 million, while trailing twelve month revenue stood at US$188.9 million against a trailing loss of US$61.6 million. Over the last year, the company has seen quarterly revenue move from US$36.3 million in Q1 2025 to US$61.4 million in Q4, with trailing twelve month losses narrowing from US$99.1 million at the end of 2024 to...

In recent days, United States Antimony Corporation announced that its Chairman and CEO, Gary C. Evans, appeared on Bloomberg Television’s Businessweek Daily to discuss a new joint venture tied to the company’s expanding critical minerals operations across the U.S., Mexico, and Canada. This comes as the company has grown into a roughly US$1.08 billion producer and processor of antimony, zeolite, and other critical minerals, highlighting how business expansion can compound investor outcomes...

Xylem (XYL) closed out FY 2025 with Q4 revenue of US$2.4b and basic EPS of US$1.37, on net income of US$335m, while trailing 12 month revenue stood at US$9.0b with basic EPS of US$3.93 supported by US$957m of net income. The company has seen revenue move from US$8.6b and basic EPS of US$3.67 on net income of US$890m in the prior trailing period to the latest US$9.0b and US$3.93 on US$957m. This sets up a story where investors are likely to focus on how steady margin progression and earnings...

If you are wondering whether UnitedHealth Group is starting to look attractively priced, this article will walk through what the current share price might be implying about value. The stock last closed at US$273.22, with returns of a 3.9% decline over 7 days, a 20.6% decline over 30 days, an 18.8% decline year to date, a 47.6% decline over 1 year, a 41.4% decline over 3 years and an 8.7% decline over 5 years. Recent headlines around UnitedHealth Group have focused on the share price...

Why the ACROBAT data presentation matters for CareDx CareDx (CDNA) is back in focus after announcing that full 24 month follow up data from its ACROBAT study of the AlloHeme relapse monitoring test will be presented at the 2026 Tandem Meetings in Salt Lake City. The ACROBAT trial tracks AlloHeme, an AI powered NGS blood test aimed at detecting relapse earlier than traditional methods in patients who have undergone allogeneic hematopoietic cell transplantation for conditions such as Acute...

Datadog (DDOG) has wrapped up FY 2025 with fourth quarter revenue of US$953.2 million and basic EPS of US$0.13, alongside net income of US$46.6 million. This puts a clear spotlight on how its topline and per share earnings are tracking as the year closes out. Over the past six quarters, revenue has moved from US$690.0 million in Q3 2024 to US$953.2 million in Q4 2025. Over the same period, quarterly basic EPS has ranged from US$0.15 in Q3 2024 to US$0.01 in Q2 2025 and then to US$0.13 in the...

Friedman Industries Q3 2026 Earnings Snapshot Friedman Industries (FRD) has reported Q3 2026 results with total revenue of US$168.0 million, net income of US$3.0 million and basic EPS of US$0.43, setting the tone for another data heavy quarter for investors to assess. The company has seen quarterly revenue move from US$106.8 million in Q2 2025 to US$94.1 million in Q3 2025, then to US$129.2 million in Q4 2025, US$134.8 million in Q1 2026, US$152.4 million in Q2 2026 and US$168.0 million in Q3...