U.S. Healthtech Stock News

NYSE:BOX
NYSE:BOXSoftware

A Look At Box (BOX) Valuation After Earnings Growth And New Guidance

Box (BOX) is back in focus after releasing fourth quarter and full year results, updating investors on sales, earnings and fresh guidance that spells out expected revenue growth and foreign exchange impacts. See our latest analysis for Box. Box shares trade at US$24.89 after a recent 30 day share price return of 7.33%, although the year to date share price return of 13.67% and 1 year total shareholder return of 20.33% show momentum has been fading despite the latest earnings, guidance and...
NasdaqGS:SAIC
NasdaqGS:SAICProfessional Services

Assessing Science Applications International (SAIC) Valuation After Recent Share Price Swings

Why Science Applications International Is On Investors’ Radar Science Applications International (SAIC) has been drawing attention after recent share price moves, including a month gain of about 6% and a past 3 months decline of roughly 10%. This has prompted investors to reassess its current valuation. See our latest analysis for Science Applications International. That recent 6.1% 30 day share price return contrasts with a 9.2% year to date share price decline and a 10.8% one year total...
NasdaqCM:EVLV
NasdaqCM:EVLVElectronic

A Look At Evolv Technologies Holdings (EVLV) Valuation After Upbeat Q4 Results And Higher 2026 Guidance

Evolv Technologies Holdings (EVLV) is back in focus after a busy March, with Q4 results topping revenue expectations, 2026 guidance moving higher, and fresh multi year renewals with major stadium clients. See our latest analysis for Evolv Technologies Holdings. The recent contract wins and raised 2026 guidance come after a tougher start to the year for the share price, with a 30 day share price return of 10.04% and a 90 day share price return of 24.41%. Yet longer term total shareholder...
NasdaqGM:RLAY
NasdaqGM:RLAYBiotechs

Should Relay’s Zovegalisib Momentum and New Legal Forum Rules Require Action From Relay Therapeutics (RLAY) Investors?

Earlier in March 2026, Relay Therapeutics amended and restated its bylaws to require U.S. federal district courts as the exclusive forum for securities law claims, while its CFO, Thomas Catinazzo, reported additional share sales. At the same time, investor focus has intensified on Relay’s zovegalisib phase III program in advanced breast cancer, alongside higher consensus EPS estimates for the upcoming quarter. We’ll now explore how the heightened optimism around zovegalisib’s phase III...
NYSE:ATEN
NYSE:ATENSoftware

What A10 Networks (ATEN)'s AI-Driven Record Quarter Means For Shareholders

BWS Financial recently highlighted A10 Networks’ record fourth-quarter revenue and management’s expectation for 2026 revenue growth of 10% to 12%, attributing momentum to rising AI-related network traffic and demand for high-throughput networking and security solutions. The research underscored that A10’s security and infrastructure products are increasingly embedded in AI-focused data center and enterprise network buildouts, suggesting AI workloads are becoming a more central driver of...
NYSE:WLY
NYSE:WLYMedia

What John Wiley & Sons (WLY)'s Profitability Uptick and AI Content Partnership Means For Shareholders

In early March 2026, John Wiley & Sons reported improved third-quarter profitability and completed two share repurchase tranches totaling 1,094,535 shares for US$35.03 million, while OpenEvidence announced a partnership to integrate Wiley’s extensive medical and scientific content into its physician-facing clinical decision platform. Beyond the headline numbers, the combination of higher earnings, ongoing buybacks, and deeper integration into AI-powered clinical workflows highlights how...
NasdaqGS:PLTK
NasdaqGS:PLTKEntertainment

Will Playtika’s (PLTK) CFO Transition Centralize Power and Quietly Reframe Its Financial Story?

Playtika Holding Corp. recently announced that President and Chief Financial Officer Craig Abrahams will resign effective April 1, 2026, with Chairperson Robert Antokol assuming the additional role of President and senior finance executive Tae Lee stepping in as acting CFO. This leadership reshuffle places greater responsibility on long-time leader Antokol while elevating Lee, who has overseen corporate finance and investor relations since 2023, into a central role in shaping Playtika’s...
NasdaqGM:PRCT
NasdaqGM:PRCTMedical Equipment

Assessing PROCEPT BioRobotics (PRCT) Valuation After HYDROS Robotic System Expansion News

HYDROS expansion puts PROCEPT BioRobotics in focus PROCEPT BioRobotics (PRCT) is drawing attention after announcing the international expansion of its HYDROS Robotic System, an AI-enabled Aquablation platform for treating benign prostatic hyperplasia, with the rollout starting in the UK. See our latest analysis for PROCEPT BioRobotics. The HYDROS rollout news comes after a busy spell for PROCEPT BioRobotics, including the recent board appointment of former Shockwave Medical CFO Daniel...
NYSE:FLS
NYSE:FLSMachinery

Flowserve (FLS) Valuation Check After Recent Pullback And Digital Growth Potential

Flowserve (FLS) has drawn investor attention after a recent pullback, with the share price showing a 17.17% decline over the past month, while performance over the past 3 months remains positive. See our latest analysis for Flowserve. Despite the recent 17.17% 1 month share price decline and softer 7 day move, Flowserve’s 5.00% year to date share price return, alongside a 53.92% 1 year total shareholder return, suggests that longer term momentum has been stronger than the latest pullback...
NasdaqGM:BETR
NasdaqGM:BETRDiversified Financial

Better Home & Finance (BETR) Heavy FY 2025 Loss Tests Bullish Profitability Narrative

Better Home & Finance Holding (BETR) has just posted its FY 2025 numbers, with Q4 revenue of US$44.3 million, basic EPS of US$2.53 loss, and net income of US$39.9 million loss setting the tone for the year. The company has seen quarterly revenue move from US$24.9 million and EPS of US$3.91 loss in Q4 FY 2024 to US$44.3 million and EPS of US$2.53 loss in Q4 FY 2025. Trailing twelve month figures now sit at US$164.9 million of revenue and EPS of US$10.80 loss, pointing to a business that is...
NYSE:RHP
NYSE:RHPHotel and Resort REITs

A Look At Ryman Hospitality Properties (RHP) Valuation After Its US$700 Million Debt Refinancing

Ryman Hospitality Properties (RHP) has issued US$700 million of 5.750% senior notes due 2034, with plans to redeem its existing 2027 senior notes. This extends its debt maturity profile and refocuses investor attention on balance sheet structure. See our latest analysis for Ryman Hospitality Properties. The refinancing headlines arrive after a softer stretch for the stock, with a 30 day share price return of a 10.59% decline and a year to date share price return of a 5.88% decline, while the...
NYSE:WTI
NYSE:WTIOil and Gas

Does W&T Offshore's (WTI) Dividend Amid Deeper Losses Hint at Resilient Strategy or Misplaced Optimism?

W&T Offshore, Inc. has reported past fourth-quarter 2025 revenue of US$121.71 million versus US$120.35 million a year earlier, with net loss widening to US$27.13 million and full-year 2025 revenue of US$501.46 million alongside a net loss of US$150.06 million. Despite this larger full-year loss and higher loss per share, the Board still approved a US$0.01 per-share cash dividend for first-quarter 2026, highlighting an ongoing capital return even as earnings weakened. Next, we’ll examine how...
NasdaqGS:BGC
NasdaqGS:BGCCapital Markets

Assessing BGC Group (BGC) Valuation After Two Years Of 20.2% Annual Revenue And Strong Earnings Growth

BGC Group (BGC) is drawing more attention after revenue and earnings expanded at an annual rate of 20.2% over the last two years, suggesting effective execution and a growing presence in its brokerage and fintech niches. See our latest analysis for BGC Group. BGC Group’s recent share price performance has been broadly positive, with the latest close at $9.57 and a 90 day share price return of 7.41%, while the 5 year total shareholder return of 122.90% points to a much stronger longer term...
NYSE:BX
NYSE:BXCapital Markets

How Investors May Respond To Blackstone (BX) Balancing Private Credit Stress With AI And Energy Transition Bets

In recent days, concerns over private credit market stability intensified after JPMorgan Chase said it would restrict lending to private credit providers, prompting several large firms, including Blackstone, to impose limits on redemptions from key funds. Alongside this sector stress, Blackstone has been actively reshaping its platform through new leadership in private wealth, an agreement to acquire a majority stake in Advanced Cooling Technologies via its Energy Transition Partners unit,...
NYSE:HII
NYSE:HIIAerospace & Defense

What Huntington Ingalls Industries (HII)'s Historic Ingalls Wage Deal Means For Shareholders

In March 2026, Huntington Ingalls Industries announced that all five unions at its Ingalls Shipbuilding division ratified new collective bargaining agreements, delivering an immediate base wage increase of at least 18% and locking in historic wage growth through March 8, 2031. This unprecedented wage step-up reshapes Ingalls’ cost structure but may also support more reliable staffing, lower attrition, and higher shipbuilding throughput over the life of the contract. We’ll now examine how...
NasdaqGS:ALKT
NasdaqGS:ALKTSoftware

A Look At Alkami Technology (ALKT) Valuation After General Atlantic’s Share Purchase And New Client Wins

Alkami Technology (ALKT) is back in focus after General Atlantic and related entities purchased about US$50.6 million of shares, alongside fresh client wins and product updates that have drawn renewed attention to the stock. See our latest analysis for Alkami Technology. At the latest share price of US$18.00, Alkami’s 1 month share price return of 10.63% and 7 day gain of 5.51% suggest momentum has picked up recently. This is occurring even as the year to date share price return of 20.63% and...
NYSE:ARES
NYSE:ARESCapital Markets

Ares Management’s Thailand Fund And Deals Tested By Share Price Slide

Ares Management (NYSE:ARES) has launched its first Asia focused local currency private credit fund in Thailand. The firm has expanded its real asset presence with the acquisition of the London Copyright Building. Ares also agreed to acquire a $2.2b private credit portfolio from Arcmont, adding scale to its credit platform. These moves come at a time when NYSE:ARES is trading at $101.76, with a 30 day return of a 24.0% decline and a year to date return of a 38.8% decline. Over a longer...
NasdaqGS:LFUS
NasdaqGS:LFUSElectronic

A Look At Littelfuse (LFUS) Valuation After Baird Outperform Call And AI Defense Growth Story

Why Baird’s Outperform Call Put Littelfuse Back on Investors’ Radar Baird’s recent Outperform rating on Littelfuse (LFUS) has drawn attention to the company’s role in circuit protection and power semiconductors, with analysts pointing to AI and defense as key end market drivers. See our latest analysis for Littelfuse. At a share price of $326.18, Littelfuse has seen a 7 day share price return of 7.9% and a 90 day share price return of 25.2%. Its 1 year total shareholder return of 56.8%...
NYSE:USAC
NYSE:USACEnergy Services

Did Texas Capital’s Upgrade and AI LNG Demand Just Shift USA Compression Partners' (USAC) Investment Narrative?

USA Compression Partners, LP recently presented at the J.P. Morgan 2026 Global Leveraged Finance Conference in Miami Beach, highlighting its role in the natural gas compression market. Texas Capital Securities’ upgrade, emphasizing tightening industry capacity, LNG and AI-driven demand, and the J-W Power acquisition, underscores how structural trends may reshape USA Compression Partners’ growth profile and asset mix. We’ll now explore how Texas Capital Securities’ upgrade, driven by LNG and...
NYSE:FDS
NYSE:FDSCapital Markets

FactSet’s AI Push And Compliance Tools Confront Depressed Share Price

FactSet Research Systems (NYSE:FDS) has created a new Chief AI Officer role and appointed a dedicated CTO to focus on AI-led product development. The company is rolling out integrated AI-driven compliance tools aimed at strengthening financial crime risk management for clients. These changes mark a shift toward embedding generative AI into client workflows across FactSet’s data and analytics platform. FactSet is making these AI moves at a time when its share price stands at $205.65 and...
NYSE:WEC
NYSE:WECIntegrated Utilities

Did WEC’s (WEC) Push Into Cellular Grid Monitoring Just Reframe Its Regulated Infrastructure Story?

On March 2, 2026, OneLayer announced that WEC Energy Group is using its OneLayer Bridge platform to manage and monitor cellular-connected field devices across multiple carrier networks, aiming to improve service resiliency and reduce operational complexity in its Midwest electric and natural gas operations. This move highlights how WEC Energy Group is tightening control over grid-edge connectivity and field assets, potentially strengthening the reliability and efficiency of its regulated...
NYSE:LEN
NYSE:LENConsumer Durables

Lennar Leadership Shift Tests Asset Light Model In Tough Housing Cycle

Lennar (NYSE:LEN) reported quarterly results that fell short of revenue and earnings expectations, reflecting ongoing affordability pressures and tougher housing market conditions. The company announced a major leadership change, with Co CEO Jon Jaffe retiring and several new appointments to key executive roles. Management is emphasizing cost savings, operational efficiency, and an asset light, technology driven model in response to current headwinds. Lennar enters this transition period...
NYSE:STWD
NYSE:STWDMortgage REITs

Is Starwood Property Trust (STWD) Pricing Reflect Its Fundamentals After Recent Share Price Weakness

If you are looking at Starwood Property Trust and wondering whether the current share price lines up with its underlying value, you are not alone. The stock last closed at US$17.58, after a 2.1% decline over the past week and a 2.7% decline over the past month, with returns of 4.6% decline year to date and 2.6% decline over the past year, while the 3 year and 5 year returns stand at 41.3% and 12.5% respectively. Recent news flow around listed mortgage REITs and commercial real estate lenders...
NYSE:SLG
NYSE:SLGOffice REITs

Assessing SL Green Realty (SLG) Valuation After Recent Share Price Weakness

What recent performance says about SL Green Realty SL Green Realty (SLG) has been under pressure recently, with the stock showing a negative return over the past week, month and past 3 months, and a total return decline over the past year. See our latest analysis for SL Green Realty. The recent share price weakness, including a 1-day share price return decline of 1.77% and a 90-day share price return decline of 18.38% from US$37.21, contrasts with a 3-year total shareholder return of 91.12%...