U.S. IT Stock News

NYSE:RES
NYSE:RESEnergy Services

RPC (RES) Margin Compression Challenges Bullish Narratives Despite FY 2025 Q3 Revenue Scale

RPC (RES) has just posted its FY 2025 third quarter scorecard, reporting revenue of $447.1 million and basic EPS of $0.06. This puts fresh numbers on the table after a run of mixed earnings over the past year. The company’s revenue has moved from $364.2 million in FY 2024 Q2 to $337.7 million in Q3 and $335.4 million in Q4, then to $332.9 million, $420.8 million and now $447.1 million through FY 2025. Over the same stretch, quarterly EPS shifted from $0.15 to $0.09, $0.06, $0.06, $0.05 and...
NYSE:SR
NYSE:SRGas Utilities

How Investors Are Reacting To Spire (SR) Redeeming Preferred Shares And Reaffirming Dividend And Guidance

Spire Inc. reported past first‑quarter 2026 results with sales of US$762.2 million and net income of US$95 million, alongside announcing the redemption of all 5.90% Series A preferred shares and affirming its quarterly common dividend of US$0.825 per share. Beyond the headline earnings growth, Spire’s decision to retire its higher-cost preferred stock while pursuing an US$11.2 billion long-term capital plan underpins a clearer, streamlined capital structure and reinforces management’s focus...
NYSE:WAT
NYSE:WATLife Sciences

Waters Reshapes Growth Path With Wyatt Deal And BD Biosciences Merger

Waters Corporation (NYSE:WAT) has completed its acquisition of Wyatt Technology as part of a broader shift in its business strategy. The company has also announced a planned merger with BD Biosciences, signaling a push deeper into large molecule applications. These moves are expected to reshape Waters' role in the biotech and life sciences tools space, with implications for its future operations. Waters, trading at $378.95, is responding to a period of mixed share performance with an active...
NYSE:DT
NYSE:DTSoftware

Can Dynatrace (DT) Turning Its Platform Into An AI Control Plane Reshape Its Competitive Moat?

At its Perform 2026 user conference held in late January, Dynatrace unveiled Dynatrace Intelligence, fusing deterministic and agentic AI, alongside expanded multi-cloud integrations and next-generation real user monitoring capabilities. An interesting aspect of these launches is Dynatrace’s push to position its platform as a control plane for AI in production, aiming to automate complex IT and business operations. We’ll now examine how Dynatrace Intelligence’s focus on agentic AI and...
NasdaqGS:NWL
NasdaqGS:NWLConsumer Durables

Is Newell Brands (NWL) Still Mispriced After Recent Share Price Rebound?

If you are wondering whether Newell Brands' current share price reflects its true worth, you are not alone. This article walks through what the latest data says about value. The stock most recently closed at US$4.40, with returns of 0.9% over 7 days and 18.3% over both the last 30 days and year to date, against a longer term record that includes a 52.0% decline over 1 year, 67.4% over 3 years and 79.4% over 5 years. Those mixed returns sit against a backdrop of ongoing attention on Newell...
NasdaqGS:TWST
NasdaqGS:TWSTBiotechs

Twist Bioscience Raises Outlook As AI DNA Demand Builds Profit Focus

Twist Bioscience (NasdaqGS:TWST) reported its twelfth consecutive quarter of revenue growth. The company raised its full year outlook, citing momentum in AI enabled DNA synthesis and wider use of its platform. Management also reiterated a focus on progressing toward profitability alongside scaling the business. Twist Bioscience, a provider of synthetic DNA and related tools, operates at the intersection of biotechnology and AI driven research. Its platform supports customers in areas such...
NYSE:GEV
NYSE:GEVElectrical

GE Vernova Deepens Xcel Ties As Grid Offerings Broaden For Investors

GE Vernova (NYSE:GEV) has entered a wide-ranging alliance with Xcel Energy covering gas and wind turbine deployments, grid projects, and joint R&D in areas such as artificial intelligence. The company launched its GridBeats APS grid modernization platform, aimed at improving efficiency, resilience, and capacity across power networks. GE Vernova also completed the full acquisition of Prolec GE, integrating additional grid equipment capabilities into its portfolio. For you as an investor...
NYSE:GKOS
NYSE:GKOSMedical Equipment

How FDA Approval of Repeat iDose TR Use Will Impact Glaukos (GKOS) Investors

In late January 2026, Glaukos Corporation received FDA approval for an NDA labeling supplement that permits repeat administration of its long-duration iDose TR glaucoma implant, supported by clinical data showing safe and well-tolerated second treatments over 12 months. This decision effectively positions iDose TR as a potentially longer-term, repeatable treatment option aimed at reducing non-compliance and side effects linked to traditional eye-drop therapies for glaucoma. Next, we will...
NYSE:LION
NYSE:LIONEntertainment

Assessing Lionsgate Studios (LION) Valuation After Recent Share Price Volatility

Why Lionsgate Studios Stock Is Drawing Attention Now Lionsgate Studios (LION) has caught investor attention after recent trading left the share price at US$8.98, with returns ranging from a 3.4% decline over the month to a 33.2% gain in the past 3 months. See our latest analysis for Lionsgate Studios. Recent trading has been choppy, with a 1-day share price return of 2.7% decline and a 7-day share price return of 6.2% decline. However, the 90-day share price return of 33.2% suggests momentum...
NasdaqGS:EWBC
NasdaqGS:EWBCBanks

East West Bancorp Dividend Hike Highlights Earnings Strength And Payout Capacity

East West Bancorp (NasdaqGS:EWBC) announced a 33% increase in its quarterly dividend. The higher dividend follows the company’s latest annual and quarterly results, which management described as strong. The move signals an increased cash return to shareholders through the regular dividend. East West Bancorp is a commercially focused bank with a footprint that connects U.S. and Asia linked clients, serving businesses and individuals across a range of lending and deposit services. For...
NYSE:APH
NYSE:APHElectronic

Amphenol Expands Fiber Reach With CommScope Deal As AI Demand Builds

Amphenol (NYSE:APH) has agreed to acquire CommScope's Connectivity and Cable Solutions division, expanding its fiber optic interconnect offering. The move broadens Amphenol's presence in connectivity for AI data centers and communications infrastructure. The acquisition highlights management's focus on building out capabilities in high demand data and AI related applications. For investors watching NYSE:APH, this deal comes with the stock recently trading at $147.06 and showing very large 3...
NasdaqGS:CRVL
NasdaqGS:CRVLHealthcare

CorVel (CRVL) Earnings Growth And 11.3% Margin Challenge Cautious Narratives

CorVel (CRVL) has just wrapped up Q3 2026 with its recent numbers anchored by the latest reported quarter, where revenue in Q2 2026 was US$239.6 million and basic EPS came in at US$0.54. This feeds into trailing 12 month EPS of US$2.05 and net income of US$105.3 million. Over the recent reporting periods, the company has seen revenue move from US$224.4 million in Q2 2025 to US$239.6 million in Q2 2026, with basic EPS stepping from US$0.46 to US$0.54 over the same quarters. This sets up a...
NasdaqGS:MLAB
NasdaqGS:MLABLife Sciences

Mesa Laboratories (MLAB) Quarterly Profit Return Tests Longstanding Bearish Loss Narratives

Mesa Laboratories (MLAB) just posted its latest numbers with recent quarterly revenue of about US$60.7 million and basic EPS of US$0.45, while the trailing twelve months show revenue of roughly US$245.3 million and a small net loss of US$1.6 million. Over the past few quarters, the company has seen revenue move between US$57.8 million and US$62.8 million, with EPS ranging from a loss of US$1.31 per share to a profit of US$0.87 per share. This sets up a mixed picture on profitability, even as...
NYSE:GLW
NYSE:GLWElectronic

Corning Ties Meta Fiber Deal And Project Vault To Rich Valuation

Corning (NYSE:GLW) has signed a multiyear agreement to supply Meta Platforms with advanced optical fiber and cable for AI data centers. The company is investing in expanded manufacturing capacity to support this contract. Corning is also participating in the US federal Project Vault initiative for critical minerals stockpiling. Corning, trading at $112.79, has seen very strong recent share price performance, with the stock up 24.4% over the past month and 120.9% over the past year. Returns...
NYSE:CVS
NYSE:CVSHealthcare

CVS Exit From Horizon NJ Medicaid Puts Contract Discipline In Spotlight

CVS Health pharmacies are set to leave the Horizon NJ Health Medicaid network, affecting close to 1 million New Jersey Medicaid customers. The move follows a dispute over pharmacy reimbursement terms between CVS Health and Horizon NJ Health. Once the change takes effect, Horizon NJ Health Medicaid members will no longer be able to use CVS pharmacies under their current plan. For investors tracking NYSE:CVS, this network exit comes alongside a share price of $76.83 and a mixed set of recent...
NasdaqGS:CSWC
NasdaqGS:CSWCCapital Markets

Capital Southwest (CSWC) Earnings Growth And 45.2% Margin Challenge Cautious Narratives

Capital Southwest (CSWC) just posted Q3 2026 results with total revenue of US$61.4 million and basic EPS of US$0.57, setting the tone for another data rich update on its earnings power. The company has seen quarterly revenue move from US$51.9 million in Q3 2025 to US$61.4 million in Q3 2026, while basic EPS shifted from US$0.34 to US$0.57 over the same period. This gives investors a clear sense of how the top and bottom lines have trended into this quarter. With a trailing 12 month net profit...
NYSE:YOU
NYSE:YOUSoftware

Is Clear Secure’s (YOU) High-Margin Growth Evidence of Durable Operating Leverage or Early-Stage Luck?

CLEAR Secure recently reported that its biometric identity verification business has delivered 23.2% annual revenue growth over the last two years, while maintaining disciplined cost controls that produced a trailing 12‑month operating margin of 19.2%. This combination of rapid top-line expansion and efficient use of fixed costs highlights how the company is scaling its airport and venue network without proportionately increasing expenses. Next, we will examine how Clear Secure's strong cost...
NYSE:KO
NYSE:KOBeverage

How Zico Pitch Shaped Coca-Cola Growth Story And KO Valuation Context

Coca-Cola (NYSE:KO) acquired Zico Coconut Water after a creative pitch from serial entrepreneur Jesse Itzler. The deal offers a behind the scenes look at how less traditional proposals can influence Coca-Cola's portfolio decisions. The Zico acquisition adds a coconut water brand to Coca-Cola's wider beverage lineup. Coca-Cola, traded under NYSE:KO, is best known for its core soft drink brands, but its portfolio also includes a range of non carbonated beverages. The Zico story shows how the...
NYSEAM:TCGL
NYSEAM:TCGLIT

TechCreate Group (TCGL) Valuation Check After Speculation Fueled Share Price Spike And Volatility Halts

Speculative surge puts TechCreate Group (TCGL) in the spotlight TechCreate Group (TCGL) has been thrust into the market spotlight after a very large short term share price spike, including volatility halts, largely linked to speculative trading and momentum driven sentiment. See our latest analysis for TechCreate Group. With TechCreate Group’s share price now at $172.84 after a 1 day share price return of around 100% and a very large 30 day gain, the move caps a powerful short term run that...
NYSE:BC
NYSE:BCLeisure

Brunswick (BC) Valuation Check After Return To Profit And Upgraded Analyst Ratings

Why Brunswick’s latest earnings matter for investors Brunswick (BC) is back in the spotlight after fourth quarter results showed a return to profit compared with a loss a year earlier, alongside an updated share buyback tally and a shift in analyst sentiment. See our latest analysis for Brunswick. Brunswick’s recent earnings return to profit and confirmation of sizeable buybacks appear to have supported a strong run in the shares, with a 30 day share price return of 13.06% and a 1 year total...
NasdaqGS:FIGR
NasdaqGS:FIGRConsumer Finance

Assessing Figure Technology Solutions (FIGR) Valuation After A Sharp Short-Term Share Price Pullback

Event context and recent share performance Figure Technology Solutions (FIGR) has drawn fresh attention after recent trading left the stock down about 15% over the past day and roughly 29% over the past week, despite modest gains over the past month and past 3 months. See our latest analysis for Figure Technology Solutions. The sharp 1-day and 7-day share price returns, down 14.85% and 29.05% respectively, contrast with a 15.14% 3-month share price return and a positive year to date share...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

How Investors Are Reacting To Amazon.com (AMZN) Job Cuts And Massive AI Investments

In recent days, Amazon has moved to cut about 16,000 corporate roles, confirmed plans for a further 2,200 job reductions in Washington state starting April 28, and continued to highlight artificial intelligence as a core focus across AWS, logistics, and broader operations ahead of its February 5 earnings release. What stands out is how Amazon is pairing aggressive cost-cutting with deeper AI ties, including preliminary talks to invest up to US$50.00 billion in OpenAI and a US$38.00 billion...
NasdaqGM:VERA
NasdaqGM:VERABiotechs

Is Vera’s New Commercial Chief for Atacicept Reshaping the Investment Case for Vera Therapeutics (VERA)?

Vera Therapeutics recently appointed Matt Skelton as Chief Commercial Officer, effective January 28, 2026, elevating him from his prior role as Executive Vice President, Commercial to lead preparations around the potential launch of its lead drug candidate, atacicept, for IgA nephropathy. His background in building commercial organizations and guiding multiple drug launches at Seagen, Amgen, and Eli Lilly highlights Vera’s emphasis on experienced leadership as it moves toward possible...
NasdaqGS:GSAT
NasdaqGS:GSATTelecom

The Bull Case For Globalstar (GSAT) Could Change Following Boingo’s Adoption Of Its XCOM 5G Platform

Globalstar recently announced that Boingo Wireless will integrate its XCOM RAN software-defined private 5G platform into Boingo’s private network infrastructure across high-traffic venues such as airports, stadiums, hospitals, and military bases. This collaboration highlights how Globalstar’s XCOM RAN can overlay existing distributed antenna systems to significantly boost network capacity while preserving broad, consistent coverage in demanding environments. Next, we’ll examine how Boingo’s...