SailPoint (SAIL) has seen its shares rebound by about 6% recently, despite being down year-to-date and trading significantly below analyst targets, prompting a re-evaluation of its valuation. The company's price-to-sales ratio of 11.6x is more than double the industry average, indicating a premium valuation for future revenue growth over near-term profitability, especially as it remains loss-making. A Discounted Cash Flow model suggests a fair value of $11.70 per share, significantly below the current $21.02, hinting at potential overvaluation.

T-Mobile US, Inc. (NASDAQ:TMUS) has announced a new shareholder return program of up to $14.6 billion, set to run through December 31, 2026. This program includes both common stock repurchases and cash dividends, funded by available cash and potential debt issuances. It complements an existing $14.0 billion program, with any unused amounts rolling over.

Avnet (AVT) has seen its shares rise by 2% in the past week and 7% in the last month, yet its year-to-date performance is slightly negative. While Simply Wall St's narrative suggests the stock is undervalued at $50.43 against a fair value of $53, a P/E analysis shows it trading slightly higher than peers. The company's valuation hinges on operational efficiency, improving book-to-bill ratios, and managing risks from lower-margin Asian sales and EMEA weakness.

TD SYNNEX (NYSE: SNX) announced it will report its financial results for the fourth quarter and full year of fiscal 2025 before the U.S. market opens on Thursday, January 8, 2026. The company will host a conference call on the same day at 6:00 a.m. PT / 9:00 a.m. ET to discuss these results. Earnings materials and a live webcast link will be available on the investor relations section of its website.

An insider at Hewlett Packard Enterprise (HPE) recently sold shares amounting to $1,519,125, as revealed in a new SEC filing. This transaction follows other recent insider sales and comes amidst various analyst adjustments to HPE's price target and rating. The company has also been in the news concerning its AI servers and fiscal Q4 results.

ITC Infotech has been awarded the PTC Partner Network Award for FY25 in the Product Lifecycle Management (PLM) category, recognizing its strong expertise, innovation, and commitment to customer value. This global award highlights ITC Infotech's leadership in PLM-led digital transformation and its strategic collaboration with PTC to drive innovation and accelerate digital transformation for customers. The company's DxP Services have been instrumental in helping enterprises modernize product development lifecycles and build intelligent solutions.

Navitas Semiconductor (Nasdaq: NVTS) has expanded its distribution agreement with Avnet (Nasdaq: AVT), making Avnet a globally franchised strategic distribution partner. This builds on an existing successful relationship with Avnet Silica in Europe and aims to support high-growth, high-power markets such as AI data centers, performance computing, energy infrastructure, and industrial electrification worldwide. The expanded partnership will provide global access to Navitas' GaN and SiC devices along with technical and commercial expertise from Avnet.

Navitas Semiconductor has expanded its global distribution agreement with Avnet, making Avnet a strategic partner for Navitas' GaN and SiC products. This collaboration aims to boost Navitas' reach in high-power markets, providing enhanced technical and commercial support across various sectors like AI data centers and renewable energy. Both companies anticipate that this expanded partnership will accelerate the adoption of energy-efficient solutions and streamline product access for customers worldwide.

This article provides a roundup of recent AI technology announcements relevant to the channel, highlighting various innovations from companies like ThoughtSpot, F5, NetApp, and EY. These announcements include new AI agents for analytics and customer communications, expanded collaborations for secure AI workloads, and platforms for physical AI and observability. The focus is on how these advancements aim to enhance productivity, accelerate decision-making, and address security challenges in AI environments.

L3Harris Technologies recently showcased a first-of-its-kind interoperable network that enables various U.S. federal agencies to communicate instantly across domains. This demonstration, which included tactical communications, counter-UAS, advanced imaging, and mobile operations centers, highlighted L3Harris's ability to provide rapid response capabilities for national security threats. The company emphasized its commercial business model allows for quick delivery of advanced capabilities to warfighters, stressing speed and effective communication for defense.