U.S. Tech Hardware Stock News

NasdaqGS:ICUI
NasdaqGS:ICUIMedical Equipment

Does ICU Medical’s 2025 Profit Return And 2026 Outlook Change The Bull Case For ICUI?

ICU Medical, Inc. recently reported fourth-quarter 2025 results showing sales of US$540.7 million and a quarterly net loss of US$15.73 million, while full-year 2025 sales reached US$2.23 billion with net income of US$0.73 million, and issued 2026 GAAP net income guidance of US$26 million to US$44 million alongside earnings per share of US$1.03 to US$1.74. The shift from a prior annual loss to a small full-year profit, coupled with management’s confidence in higher 2026 profitability, marks...
NasdaqGS:NTAP
NasdaqGS:NTAPTech

Is It Time To Reassess NetApp (NTAP) After Recent DCF And P/E Signals?

If you are wondering whether NetApp's current share price still offers value, it is essential to look past the headlines and into how the market is actually pricing the business. NetApp's stock recently closed at US$99.03, with returns of a 1.5% decline over 7 days, 2.8% over 30 days, a 7.0% decline year to date, 5.6% over 1 year, 61.7% over 3 years, and 78.1% over 5 years. Recent news has focused on NetApp's position in data storage and cloud-related solutions, with investors weighing how...
NasdaqGS:RMBS
NasdaqGS:RMBSSemiconductor

Assessing Rambus (RMBS) Valuation After Its Shift Toward AI Server Memory And Licensing

Conference spotlight and business mix overview Rambus (RMBS) is set to present at the Morgan Stanley Technology, Media & Telecom Conference on March 2, an opportunity for management to outline how its AI focused memory and licensing businesses fit together. The company now leans on a product centric semiconductor model built around DDR5 memory interface chips that serve AI server bandwidth needs, alongside a licensing engine that generates high margin royalties from long term agreements with...
NasdaqGS:TEAM
NasdaqGS:TEAMSoftware

Is Atlassian’s (TEAM) Deeper AI Agent Push Quietly Rewriting Its Long-Term Product Moat?

In late February 2026, Atlassian announced the open beta of “agents in Jira,” integrating its Rovo AI and third-party agents directly into Jira workflows so teams can assign, track, and audit AI-driven work alongside human tasks while respecting existing project permissions and approval structures. The company is also deepening its investment in the open Model Context Protocol, aiming to make AI agents interoperable across tools like Jira, Confluence, and MCP-enabled third-party apps, which...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

Nvidia (NVDA) Valuation After Record Earnings And A 5% Post Result Share Price Pullback

NVIDIA (NVDA) just reported record quarterly and full year results with strong revenue, net income and guidance, yet the stock dropped over 5% as investors questioned how long AI spending can stay this intense. See our latest analysis for NVIDIA. That post earnings drop fits into a broader cooling in short term momentum, with a 1 day share price return of 4.16% decline, 7 day return of 7.50% decline and 30 day return of 7.29% decline. This comes even as the 1 year total shareholder return...
NasdaqGS:BCRX
NasdaqGS:BCRXBiotechs

BioCryst Pharmaceuticals (BCRX) Is Up 15.4% After First Profitable Year And HAE Portfolio Expansion - Has The Bull Case Changed?

In late February 2026, BioCryst Pharmaceuticals reported fourth-quarter 2025 revenue of US$406.56 million and net income of US$245.85 million, capping its first full year of profitability with US$874.84 million in revenue and US$263.86 million in net income. The move into sustained profitability, underpinned by strong ORLADEYO performance and the Astria Therapeutics acquisition that broadened its hereditary angioedema portfolio, marks a step-change in BioCryst’s financial and competitive...
NYSE:MUX
NYSE:MUXMetals and Mining

McEwen Premium Golden Lake Bid Tests Rich Valuation And Strong Momentum

Golden Lake Exploration shareholders are set to vote on McEwen’s proposed acquisition, which includes a significant premium to Golden Lake’s recent trading levels. The Golden Lake Board of Directors has unanimously recommended that shareholders approve the deal. If approved, the transaction would fold Golden Lake’s assets into McEwen’s portfolio under ticker NYSE:MUX. For McEwen, trading at $28.35 under ticker NYSE:MUX, this proposed acquisition follows a period of strong share price...
NasdaqGS:ZD
NasdaqGS:ZDInteractive Media and Services

Ziff Davis (ZD) Valuation Check After Weaker Earnings And Ongoing Share Buybacks

Ziff Davis (ZD) shares were in focus after the company released fourth quarter and full year 2025 results, reporting steady annual sales alongside much weaker profitability and providing an update on its multi year share repurchase program. See our latest analysis for Ziff Davis. The earnings update, together with the multi year buyback reducing share count, comes after a sharp 30 day share price return decline of 29.15% and a 1 year total shareholder return decline of 32.20%, signaling...
NYSE:CAH
NYSE:CAHHealthcare

Cardinal Health Earnings Beat Supports Valuation Upside And Strong Share Performance

Cardinal Health reported quarterly results that significantly exceeded analyst expectations, reflecting strong demand across its core operations. The company highlighted robust performance in key divisions, pointing to solid execution in its healthcare distribution and services businesses. Analysts responded positively to the results, with the latest figures reinforcing confidence in Cardinal Health's current business approach. For investors tracking NYSE:CAH, the latest update comes on top...
NYSE:TFX
NYSE:TFXMedical Equipment

A Look At Teleflex (TFX) Valuation After Q4 Loss And Cautious Earnings Guidance

Teleflex (TFX) is back in focus after reporting a fourth quarter net loss of US$714.3 million, missing Wall Street’s revenue and earnings expectations and issuing full year guidance below analyst estimates. See our latest analysis for Teleflex. The earnings miss and cautious outlook sit against a mixed share price picture, with a 16.95% one-month share price return and 7.98% seven-day move contrasting with a one-year total shareholder return decline of 8.67% and deeper three- and five-year...
NYSE:BAC
NYSE:BACBanks

Bank Of America Ties Art Advisory And Data Deal To Client Loyalty

Bank of America (NYSE:BAC) has introduced a new art consulting service for Private Bank and Merrill clients, focusing on art within broader wealth and asset management. The bank has also entered a multi year data and analytics partnership with the London Stock Exchange Group to bring AI ready content into its platforms. Bank of America, trading at $49.83, is expanding its offer set beyond traditional banking and investment products. Over the past 3 years the stock has returned 56.8% and...
NYSE:XOM
NYSE:XOMOil and Gas

Exxon Mobil Weighs Conflict Driven Oil Shock And Supply Chain Risks

Geopolitical tensions involving the US, Israel, and Iran have intensified, triggering a move higher in global oil prices. Markets are focused on the risk of supply disruptions through the Strait of Hormuz, a key route for global crude and LNG shipments. As a major integrated producer and refiner, Exxon Mobil (NYSE:XOM) is closely linked to this shock to the energy market. For you as an investor, this conflict-driven price spike feeds directly into how a company like Exxon Mobil earns,...
NYSE:LYB
NYSE:LYBChemicals

How Investors May Respond To LyondellBasell (LYB) Dividend Cut And Margin Sensitivity To Oil–Gas Spreads

LyondellBasell Industries reported full-year 2025 results on 20 February 2026, with revenue of US$30,153 million versus US$33,394 million a year earlier and a net loss of US$745 million, alongside a reduced quarterly dividend of US$0.69 per share effective for shareholders of record on 2 March 2026. Despite weaker earnings and a dividend cut already being in the market, investor attention has shifted toward how changing oil and natural-gas spreads amid geopolitical tension could affect...
NYSE:COUR
NYSE:COURConsumer Services

Coursera (COUR) Is Up 6.7% After Stronger Consumer Results and Above-Consensus 2026 Revenue Outlook

In late February 2026, Coursera reported quarterly results showing stronger consumer segment performance alongside a softer enterprise environment, and issued revenue growth guidance for 2026 that was above prior market expectations. The combination of outperformance in consumer learning and a more upbeat revenue outlook, despite enterprise softness, has sharpened investor focus on how Coursera balances its two core segments. Now we’ll assess how Coursera’s above-consensus 2026 revenue...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Broadcom (AVGO) Valuation Check After Recent Share Price Pullback And Long Term Outperformance

Broadcom stock overview after recent moves Broadcom (AVGO) has been on the radar for many investors after a mixed stretch in the share price, with negative returns over the past week, month and past 3 months, despite a strong 1 year total return. See our latest analysis for Broadcom. The recent soft patch in Broadcom’s share price, including a 3 month share price return of negative 16.25% and year to date share price return of negative 8.07%, contrasts with a strong long term picture, with 1...
NasdaqGS:ADBE
NasdaqGS:ADBESoftware

Is Adobe (ADBE) Offering Value After A 40.5% One Year Share Price Decline

If you are wondering whether Adobe's current share price lines up with its underlying worth, this article will walk through what the numbers are actually saying about value. Adobe closed at US$262.41, with returns of 6.4% over the last 7 days, a 10.5% decline over 30 days, a 21.3% decline year to date, a 40.5% decline over 1 year, a 24.4% decline over 3 years, and a 37.7% decline over 5 years. These moves have kept valuation firmly in focus for many investors, who are weighing whether the...
NYSE:UPS
NYSE:UPSLogistics

Is It Time To Reassess UPS (UPS) After Recent Share Price Recovery?

If you are wondering whether United Parcel Service (UPS) looks like good value right now, it helps to step back from the headline share price and look at what the numbers actually suggest about the business. UPS shares last closed at US$115.96, with returns of 0.8% over 7 days, 9.2% over 30 days, 14.8% year to date, 3.9% over 1 year, a 27.2% decline over 3 years and a 10.7% decline over 5 years. Taken together, this gives you a mixed picture of recent and longer term performance. Recent...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Intel (INTC) Valuation Check As Ericsson 6G Alliance Highlights AI Network Ambitions

Ericsson and Intel (INTC) just expanded their long running partnership at Mobile World Congress 2026, teaming up on AI native 6G networks that combine advanced compute, cloud technologies, and real time sensing. See our latest analysis for Intel. Intel’s shares have been volatile around AI related headlines, but the 15.82% year to date share price return alongside a 100.57% one year total shareholder return suggests momentum is still broadly building despite recent pullbacks. If Ericsson’s 6G...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

PayPal Faces Fraud Lawsuits As Stripe Rumors Meet Valuation Questions

Multiple securities fraud class action lawsuits are being filed against PayPal Holdings (NasdaqGS:PYPL), alleging misleading statements about the company’s business prospects. The lawsuits coincide with executive turnover, including CEO changes and withdrawn financial targets, alongside operational challenges. Rumors are circulating that Stripe is considering acquiring all or parts of PayPal, adding to questions about the company’s future direction. PayPal operates a global digital payments...
NasdaqGS:RXT
NasdaqGS:RXTIT

Why Rackspace Technology (RXT) Is Up 30.9% After Narrowing 2025 Losses And Issuing 2026 Guidance

In February 2026, Rackspace Technology reported fourth quarter 2025 revenue of US$682.8 million and a net loss of US$32.7 million, alongside full-year 2025 revenue of US$2.69 billion and a net loss of US$225.8 million, both narrower than the prior year. The company also issued 2026 revenue guidance of US$2.60 billion to US$2.70 billion, giving investors a clearer view of expected top-line stability while losses remain material. Next, we will examine how Rackspace’s narrower 2025 net loss and...
NYSE:GEV
NYSE:GEVElectrical

Is It Too Late To Consider GE Vernova (GEV) After 177% One Year Surge?

If you are wondering whether GE Vernova’s current share price reflects its real worth, you are not alone. The stock has quickly become a focus for valuation minded investors. The shares last closed at US$873.60, with returns of 5.0% over the past 7 days, 20.3% over the past 30 days, 28.6% year to date and 177.1% over the past year. This naturally raises questions about how much future performance is already priced in. Recent news coverage has largely centred on GE Vernova’s position as a...
NasdaqGS:ICHR
NasdaqGS:ICHRSemiconductor

Why Ichor Holdings (ICHR) Is Down 6.9% After Q4 Beat And Upbeat 2026 Guidance - And What's Next

Ichor Holdings recently reported fourth-quarter 2025 results that beat earnings expectations and slightly topped revenue forecasts, while also issuing strong revenue guidance for the first quarter of 2026 that analysts received positively. Alongside these results, the company’s renewed emphasis on operational discipline, margin improvement, and core semiconductor relationships under new leadership is reinforcing confidence in its turnaround efforts. Now we’ll examine how this earnings beat...
NYSE:TR
NYSE:TRFood

A Look At Tootsie Roll Industries (TR) Valuation After Strong 2025 Results And Share Price Gains

Tootsie Roll Industries (TR) is back in focus after reporting full year 2025 results, with revenue of US$732.52 million and net income of US$100.05 million, along with an affirmed quarterly dividend. See our latest analysis for Tootsie Roll Industries. The earnings and dividend news arrives after a steady run in the shares, with a 30-day share price return of 11.48% and a year to date share price return of 19.26%. The 1-year total shareholder return of 38.24% and 5-year total shareholder...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Is It Too Late To Consider Meta Platforms (META) After Its Big Three-Year Run?

If you are wondering whether Meta Platforms is still attractively priced after its big run over the last few years, starting with the valuation basics can help you decide how it fits in your portfolio. At a last close of US$648.18, the stock has seen a 1.1% decline over the last 7 days and a 9.5% decline over the last 30 days, while the 3 year return of 252.3% and 5 year return of 147.0% show how different timeframes can tell very different stories. Recent headlines have continued to focus...