U.S. IT Stock News

In early February 2026, GE HealthCare reported fourth-quarter 2025 revenue of US$5,698 million and full-year 2025 revenue of US$20.63 billion, alongside a first-quarter 2026 cash dividend declaration of US$0.035 per share payable on May 15 to shareholders of record on April 3. At the same time, the company advanced its product and digital portfolio with FDA-cleared Allia Moveo imaging systems and the ReadyFix remote fleet management solution, aiming to support clinical workflow and device...

In February 2026, The Rosen Law Firm announced that a US court in New York certified a class action against DiDi Global and notified investors of a proposed US$740,000,000 settlement, with a hearing scheduled for June 16, 2026 to decide on its approval and related fee requests. This potential resolution of long-running US securities litigation could materially reshape DiDi Global’s legal overhang, cash obligations, and broader investor confidence. We will now assess how the proposed...

If you are wondering whether CACI International is still good value after a strong run, looking at what you are paying for each dollar of business performance is a useful place to start. The stock closed at US$573.30, with returns of 69.4% over 1 year and 143.9% over 5 years. Over the past week and month the share price has declined 7.3% and 6.2% respectively, and year to date the share price is up 6.7%. Recent news around CACI International has focused on its role as a government services...

Adobe (ADBE) heads into its February 10 WEST Conference presentation in San Diego with investors focused on how management addresses generative AI fears, recent analyst downgrades, and the sharp pullback in software valuations. See our latest analysis for Adobe. Those AI worries have already hit the share price hard, with a 30 day share price return of 13.29% and a 90 day share price return of 20.28% decline, while the 1 year total shareholder return of 42.64% and 5 year total shareholder...

In the past week, Argan reported increased investor interest as demand expectations rose for its energy infrastructure services supporting AI data centers, electrification, and power grid expansion. What stands out is how enthusiasm around AI-driven electricity needs and grid upgrades is sharpening focus on Argan’s role in large-scale energy projects. Next, we’ll examine how rising expectations for AI-related power and grid projects could influence Argan’s existing investment narrative. The...

In February 2026, Xylem Inc.’s board declared an 8% increase in its first-quarter dividend to US$0.43 per share, payable on March 24, 2026 to shareholders of record on February 24, 2026, alongside reporting full-year 2025 revenue of US$9.04 billion and net income of US$957 million. At the same time, Xylem issued cautious 2026 guidance, projecting reported revenue of about US$9.10 billion to US$9.20 billion and modest organic growth as it intentionally exits lower-margin business and faces...

Cellebrite DI Ltd. recently reported its fourth-quarter and full-year 2025 results, with revenue rising to US$128.82 million for the quarter and US$475.68 million for the year, alongside guidance for 2026 calling for US$126 million–US$128 million in first‑quarter revenue and US$565 million–US$571 million for the full year. The company also closed the Corellium acquisition and moved to acquire SCG Canada, broadening its digital forensics reach into areas such as ARM device and drone analysis...

DexCom (DXCM) has wrapped up FY 2025 with fourth quarter revenue of US$1.3b and basic EPS of US$0.69, capping a year where trailing twelve month revenue reached US$4.7b and EPS came in at US$2.14. Over the past six reported quarters, the company has seen quarterly revenue move from US$994.2m in Q3 2024 to US$1.3b in Q4 2025, with basic EPS ranging from US$0.27 in Q1 2025 to US$0.73 in Q3 2025. This gives investors a clear view of how the top line and per share earnings have evolved through...

Sirius XM Holdings Inc. recently reported its fourth-quarter 2025 results, with revenue of US$2,193 million roughly flat year on year, but net income dropping to US$99 million from US$287 million, while full-year revenue edged down to US$8.56 billion and swung from a net loss in 2024 to net income of US$805 million. Alongside these results, Sirius XM completed a US$142.91 million share repurchase program and highlighted renewed high-profile content deals and subscriber-focused offerings,...

PulteGroup, Inc. recently completed an US$800 million fixed-rate senior unsecured notes offering, issuing US$400 million of 4.250% notes due 2031 and US$400 million of 4.900% notes due 2036, primarily to refinance debt maturing in 2026 and 2027. This refinancing and the related shelf registration give PulteGroup added balance sheet flexibility, potentially supporting its ability to fund future land investments, community development, and shareholder returns. We’ll now examine how...

Uber Technologies (NYSE:UBER) and WeRide have launched Abu Dhabi's first commercial robotaxi service, introducing autonomous ride hailing to the emirate. Uber plans to deploy a larger autonomous fleet across the Middle East, alongside its existing autonomous vehicle partnerships in Dubai. The company has also agreed to acquire Getir’s food delivery business in Türkiye for US$335 million, expanding its delivery footprint in that market. For you as an investor, this news brings together two...

Why BioMarin Pharmaceutical (BMRN) is on investors’ radar BioMarin Pharmaceutical (BMRN) has drawn attention after a recent stretch of mixed returns, with the share price higher over the past week, month and past 3 months, yet lower over the past year. See our latest analysis for BioMarin Pharmaceutical. At the current share price of $59.87, BioMarin Pharmaceutical’s recent 7 day and 3 month share price returns of 2.99% and 9.39% contrast with a 1 year total shareholder return decline of...

Black Hills (BKH) is back in focus after reporting fourth quarter and full year 2025 earnings, with higher sales and net income, alongside a reaffirmed favorable analyst outlook that has supported recent stock interest. See our latest analysis for Black Hills. The recent 6.3% year to date share price return, alongside a 29.7% total shareholder return over the past year, suggests positive momentum as investors respond to the earnings update and reaffirmed positive analyst views. If Black...

Affiliated Managers Group (AMG) just wrapped up FY 2025 with Q4 revenue of US$556.6 million and basic EPS of US$12.55, capping a trailing 12 month revenue line of US$2.07 billion and EPS of US$25.14. Over the past few quarters, revenue has moved from US$493.2 million in Q2 2025 to US$528 million in Q3 and then to US$556.6 million in Q4, while quarterly EPS shifted from US$2.96 to US$7.48 and then to US$12.55, setting the backdrop for trailing 12 month net income of US$716.6 million and a...

In early February 2026, PayPal Holdings announced weaker-than-expected fourth-quarter and full-year 2025 results, a cautious 2026 outlook, and the replacement of CEO Alex Chriss with HP Inc. veteran Enrique Lores following board concerns about execution and competitive pressures in core checkout and BNPL offerings. At the same time, PayPal continued to reshape its business mix with ongoing share repurchases totaling US$15.19 billion under recent buyback programs, new AI- and wallet-driven...

In early February 2026, Align Technology reported fourth-quarter 2025 sales of US$1,047.56 million and net income of US$135.76 million, issued 2026 revenue guidance calling for 3% to 4% worldwide growth, and confirmed completion of a US$171.57 million share repurchase program covering 1.69% of its shares. Alongside these results, Align expanded its collaboration with the University of Bern through Switzerland’s first large-scale oral health study, showcasing how its iTero Lumina scanner and...

Booz Allen Hamilton Holding (NYSE:BAH) is presenting at the NetDiligence Cyber Risk Summit. Company leadership is scheduled to speak on cyber risk, a key area of client focus. The event spotlights Booz Allen's role in addressing cyber risk and security concerns. Booz Allen Hamilton Holding, trading at $79.32, is stepping into a visible role at the NetDiligence Cyber Risk Summit, which puts its cyber expertise in front of a focused audience of clients and peers. For a stock that has seen a...

The Kraft Heinz Company's ( NASDAQ:KHC ) investors are due to receive a payment of $0.40 per share on 27th of March...

Recent guidance from East West Bancorp (EWBC) leadership has put 2026 loan growth and a reset in business mix in focus, as the bank leans into commercial and industrial lending and existing client relationships. See our latest analysis for East West Bancorp. At a share price of US$117.83, East West Bancorp has seen a 14.6% 90 day share price return and a 22.7% 1 year total shareholder return. This suggests improving momentum around the loan growth reset and business mix commentary. If this...

Earlier in February 2026, Ubiquiti Inc. reported second-quarter 2025 results showing higher sales of US$814.87 million and net income of US$233.61 million, and reaffirmed a US$0.80 per-share cash dividend payable on February 23, 2026 to shareholders of record on February 17, 2026. The company’s earnings release also highlighted stronger basic earnings per share from continuing operations of US$3.86 for the quarter and US$7.30 for the first half of fiscal 2026, while its previously announced...

Hess Midstream (HESM) is back on investors’ radar after reporting fourth quarter 2025 revenue of US$404.2 million and net income of US$93.3 million, both above the prior year’s comparable figures. See our latest analysis for Hess Midstream. The latest earnings update comes on the back of steady share price strength, with a 10.02% 90 day share price return and a 5.01% 30 day share price return, while the 5 year total shareholder return of 148.08% points to longer term compounding. If these...

In early February 2026, Air Cambodia announced an order for up to 20 Boeing 737 MAX jets at the Singapore Airshow, including 10 firm 737‑8 aircraft and options for 10 more, as the carrier begins renewing its single-aisle fleet with fuel-efficient Boeing models. This deal, alongside strong January order and delivery figures and additional widebody commitments from airlines such as Air Canada, reinforces the scale and breadth of demand underpinning Boeing’s commercial backlog. With January’s...

Norwegian Cruise Line Holdings recently announced that long‑time board member John W. Chidsey has been appointed President and Chief Executive Officer, effective February 12, 2026, replacing departing CEO and President Harry Sommer. Chidsey’s background leading consumer brands such as Subway and Burger King through operational overhauls and brand repositioning adds a new management lens to Norwegian’s ongoing transformation efforts. We’ll now examine how Chidsey’s appointment as CEO and...

VICI Properties (VICI) has come back into focus after Scotiabank downgraded the stock, highlighting uncertainty around the Caesars Entertainment Regional Master Lease and potential limits to external growth following recent Las Vegas Locals acquisitions. See our latest analysis for VICI Properties. Scotiabank’s downgrade and questions around the Caesars regional lease arrive just as VICI’s 30 day share price return of 4.09% has partly offset a 3.49% decline over 90 days, while its 1 year...