U.S. Tech Hardware Stock News

NYSE:CTRE
NYSE:CTREHealth Care REITs

How Investors May Respond To CareTrust REIT (CTRE) Launching a US$1 Billion ATM Equity Program

In February 2026, CareTrust REIT, Inc. filed a universal shelf registration covering common and preferred shares, warrants, debt securities and units, and separately registered a US$1.00 billion at-the-market common equity offering, following the release of its 2025 earnings and 2026 net income guidance. The combination of robust 2025 results, detailed 2026 earnings guidance of US$1.45–US$1.50 per share, and a large capital-raising framework signals a meaningful shift in CareTrust’s...
NYSE:NVO
NYSE:NVOPharmaceuticals

Is Novo Nordisk (NYSE:NVO) Now Attractive After The Recent Share Price Slump?

If you are wondering whether Novo Nordisk’s recent share price slump has created a potential opportunity or a value trap, you are in the right place. The stock last closed at US$38.16, after declines of 22.5% over 7 days, 40.4% over 30 days, and 27.2% year to date, with a 56.5% decline over 1 year and a softer 44.6% return over 3 years compared to a 13.5% gain over 5 years. These moves come as Novo Nordisk remains in the spotlight for its role in weight management and diabetes treatments...
NYSE:DELL
NYSE:DELLTech

Is Dell Technologies (DELL) Pricing Reflecting Its Cash Flow Strength And Recent Share Performance?

If you are wondering whether Dell Technologies' current share price really reflects its underlying value, you are not alone, as many investors are asking the same question. The stock most recently closed at US$123.48, with returns of 5.7% over 7 days, 6.5% over 30 days, a 3.4% decline year to date, and 8.8% over 1 year, set against a very large 3 year return that is well above 7x and a 5 year return of 219.9%. Recent attention on Dell Technologies has been driven by ongoing investor interest...
NasdaqCM:SIFY
NasdaqCM:SIFYTelecom

A Look At Sify Technologies (NasdaqCM:SIFY) Valuation After A Sharp 1 Year Share Price Gain

What Sify Technologies (SIFY) Investors Might Be Watching Now Sify Technologies (SIFY) has quietly caught investor attention after a very large 1 year total return of 238%, alongside an 81% gain over the past month and 48% over the past 3 months. See our latest analysis for Sify Technologies. With the share price now at US$16.20, Sify Technologies has moved sharply over the past year, as a very large 1 year total shareholder return contrasts with a shorter term share price pullback and...
NYSE:KOS
NYSE:KOSOil and Gas

Is Kosmos Energy (KOS) Still Attractively Priced After Its Recent Share Price Surge

If you are wondering whether Kosmos Energy is still attractively priced after recent moves, this article walks through what the numbers actually say about its current value. The stock last closed at US$2.09, with returns of 22.9% over the past week, 64.6% over the past month and 134.1% year to date, while the 1 year, 3 year and 5 year returns stand at 21.1% decline, 72.9% decline and 35.9% decline respectively. Recent price action has come alongside ongoing investor interest in the US energy...
NYSE:CACI
NYSE:CACIProfessional Services

Assessing CACI International (CACI) Valuation After Spectral Milestone C With The U.S. Navy

CACI International (CACI) is drawing fresh investor attention after its Spectral program with the U.S. Navy reached Milestone C. This clears the way for low rate initial production and deployment of its electronic warfare technology. See our latest analysis for CACI International. Alongside the Spectral milestone and upcoming investor conference appearance, CACI’s 1-year total shareholder return of 78.22% and 5-year total shareholder return of 172.69% contrast with its recent 30-day share...
NasdaqGS:SFD
NasdaqGS:SFDFood

Is Smithfield Foods (SFD) Pricing Look Attractive After Strong 1-Year Share Performance

If you are wondering whether Smithfield Foods is trading at an attractive price or if the recent buzz has left it looking fully priced, this article walks through the key numbers that matter. Over the past week the stock recorded a 0.4% decline, while the 30 day return sits at 4.2%, the year to date return at 10.7%, and the 1 year return at 24.6%. This has put valuation firmly on investors' radar. Recent attention on Smithfield Foods has centered on company specific developments and sector...
NYSE:TSM
NYSE:TSMSemiconductor

TSMC Expands Global Fabs As AI Demand Fuels Growth And Risks

Taiwan Semiconductor Manufacturing (NYSE:TSM) is expanding its production footprint with new or planned facilities across the U.S., Japan, Taiwan, and Europe. The company recently reported record monthly sales and margin expansion while investing in higher cost overseas operations. These moves are being driven by strong demand for advanced AI and computing chips from major global tech customers. For investors watching NYSE:TSM, the story now is as much about global reach as it is about chip...
NasdaqGM:ADMA
NasdaqGM:ADMABiotechs

ADMA Biologics CFO Shift Puts Spotlight On Margins And Valuation

ADMA Biologics (NasdaqGM:ADMA) announced the retirement of long-serving CFO Brad Tade and the appointment of Terry Kohler as CFO and Treasurer. The company reported record 2025 financial results alongside this leadership change. ADMA highlighted an upgraded product yield process, new AI driven operational programs, and progress in its SG-001 pipeline. The structured CFO transition is intended to support margin expansion efforts and higher cash generation. ADMA Biologics enters this...
NasdaqGS:RCKY
NasdaqGS:RCKYLuxury

Rocky Brands (RCKY) Margin Rebound Reinforces Bullish Profitability Narratives

Rocky Brands (RCKY) FY 2025 earnings snapshot Rocky Brands (RCKY) closed FY 2025 with fourth quarter revenue of US$139.7 million and basic EPS of US$0.87, supported by trailing twelve month revenue of US$482.0 million and EPS of US$2.98 as the latest earnings release hit the tape. The company has seen quarterly revenue move from US$128.1 million and EPS of US$0.64 in Q4 2024 to US$139.7 million and US$0.87 in Q4 2025. Net profit margin over the last 12 months sits at 4.6% compared with 2.5% a...
NYSE:PINS
NYSE:PINSInteractive Media and Services

Pinterest Reworks Sales Model To Turn User Intent Into Profitability

Pinterest (NYSE:PINS) is overhauling its sales and go to market approach, with management spotlighting new monetization efforts. The company is bringing in new board members to deepen its commerce and advertising capabilities. Leadership is positioning these changes as a pivot that could reshape how Pinterest turns user engagement into revenue. Pinterest sits at the intersection of visual discovery, shopping intent, and digital advertising. This keeps it closely linked to how brands spend...
NasdaqGS:AMRX
NasdaqGS:AMRXPharmaceuticals

Assessing Amneal Pharmaceuticals (AMRX) Valuation After Recent Trading Momentum And Modest Undervaluation Estimate

Setting the stage after recent trading moves Amneal Pharmaceuticals (AMRX) has drawn fresh attention after recent trading moves, with the stock closing around $14.58 and showing mixed short term returns along with positive performance over the past 3 months and year. See our latest analysis for Amneal Pharmaceuticals. While the 1-day and 7-day share price returns show a small pullback, the 30-day and 90-day share price returns, together with a very large 3-year total shareholder return,...
NasdaqGS:ETOR
NasdaqGS:ETORCapital Markets

eToro Survey Highlights Younger Investors Broadening Portfolios Across Multiple Assets

eToro Group (NasdaqGS:ETOR) released new survey findings on Gen Z and millennial retail investors. The survey shows younger investors are spreading capital across bonds, foreign equities, real estate, cryptocurrencies, and commodities. The results point to broader diversification beyond the meme stock trading that drew attention in earlier years. eToro operates as a multi asset investing platform, giving retail investors access to a wide range of securities and asset classes in a single...
NYSE:PBF
NYSE:PBFOil and Gas

PBF Energy (PBF) Is Up 5.4% After Q4 Profit, Dividend Affirmation And New Throughput Guidance

PBF Energy’s recent updates include reporting fourth-quarter 2025 sales of US$7,139.5 million with net income of US$78.4 million, affirming a quarterly dividend of US$0.275 per Class A share payable on March 11, 2026, and issuing first-quarter 2026 throughput guidance across its U.S. refining regions and renewable diesel operations. The company has also completed a sizeable share repurchase program since 2022 and returned to quarterly profitability while maintaining production levels,...
NasdaqCM:PVLA
NasdaqCM:PVLABiotechs

Assessing Palvella Therapeutics (PVLA) Valuation After Its Recent Share Price Surge

Why Palvella Therapeutics Has Caught Investor Attention Recent trading in Palvella Therapeutics (PVLA) has drawn attention after a sharp share price move, with the stock closing at US$128.60 and posting very large 1 year total returns. That type of performance, together with reported annual revenue growth of 63.12% and net income growth of 54.52% on a net loss of US$32.37 million, is prompting investors to reassess how they view this clinical stage biopharmaceutical name. See our latest...
NYSE:C
NYSE:CBanks

Citigroup Trims Banamex Stake As Restructuring And Valuation Story Evolves

Citigroup (NYSE:C) has agreed to sell an additional 24% stake in its Mexican retail bank Banamex to a group of institutional investors. The buyers include private equity firms and sovereign wealth funds, further reducing Citigroup's exposure to the Mexican retail market. The transaction is part of Citigroup's ongoing restructuring and international realignment, and ties into plans for a possible Banamex IPO. For you as an investor, this move sits at the intersection of Citigroup's global...
NasdaqGM:VCYT
NasdaqGM:VCYTBiotechs

Veracyte’s ASCO Urology Data And TrueMRD Launch Test Investor Patience

Veracyte, ticker NasdaqGM:VCYT, plans to present more than 15 abstracts from its urology portfolio at the 2026 ASCO Genitourinary Cancers Symposium. The company is preparing to launch its TrueMRD test for muscle invasive bladder cancer and continues to build out its broader genomic testing offerings. Veracyte enters this news cycle with its shares at $35.72 and a mixed return profile, including a 50.7% gain over three years alongside a 15.7% decline year to date and a 12.0% decline over the...
NYSE:AXS
NYSE:AXSInsurance

Board Change At AXIS Capital Raises Questions On Valuation And Governance

AXIS Capital Holdings (NYSE:AXS) announced the retirement of board member Thomas Ramey. His retirement represents a change in the company’s board-level governance structure. For you as an investor, board changes at an insurer like AXIS Capital Holdings matter because they sit close to decisions on risk appetite, capital allocation and long term priorities. The company operates in specialty insurance and reinsurance, areas that can be influenced by evolving regulation and changing views on...
NYSE:DINO
NYSE:DINOOil and Gas

Assessing HF Sinclair (DINO) Valuation After Recent Range Bound Share Price Performance

HF Sinclair (DINO) has moved within a relatively tight range recently, with a 1 day return of 0.4% and a month gain of about 1%, while the past 3 months show a 4.6% decline. See our latest analysis for HF Sinclair. At a share price of $49.86, HF Sinclair’s shorter term momentum looks softer, with a 7 day share price return showing a decline of 3.32% and a 90 day share price return showing a decline of 4.56%, while its 1 year total shareholder return of 51.9% points to much stronger gains over...
NYSE:VEEV
NYSE:VEEVHealthcare Services

Is It Time To Reassess Veeva Systems (VEEV) After The Recent Share Price Slump

If you are wondering whether Veeva Systems at around US$176 per share still offers solid value, you are not alone. This article is built to help you frame that question clearly. The stock has seen a 21.3% decline over the last 30 days and is down 22.3% over the past year, which may have shifted how the market views its growth potential and risk profile. Recent coverage has focused on Veeva Systems' role as a key software provider to life sciences companies and how its customer relationships...
NYSE:RBRK
NYSE:RBRKSoftware

Does Rubrik’s New CRO and Strong Q4 Preview Reframe the Bull Case For Rubrik (RBRK)?

Rubrik recently promoted Jesse Green to chief revenue officer following an executive departure and reported preliminary fourth-quarter results that exceeded its internal forecasts ahead of the March 12 earnings release. This leadership change, combined with stronger-than-expected preliminary figures and an emphasis on subscription and cash flow metrics, highlights how Rubrik is aligning its go-to-market engine with its cyber resilience and AI operations ambitions. Next, we’ll examine how the...
NYSE:T
NYSE:TTelecom

Assessing AT&T (T) Valuation As Shares Trade Below Popular Fair Value Narrative

AT&T stock performance snapshot AT&T (T) shares closed at $27.87, with recent returns showing mixed short term moves and stronger gains over longer periods. This may prompt investors to reassess how the telecom group fits into their portfolios. See our latest analysis for AT&T. AT&T’s recent 1-day share price decline of 1.69% sits against a much stronger backdrop, with a 30-day share price return of 18.85% and a 5-year total shareholder return of 73.41%. This points to momentum building over...
NYSE:HTGC
NYSE:HTGCCapital Markets

Why Hercules Capital (HTGC) Is Down 5.3% After Earnings Efficiency Outpaces Revenue Growth In 2025 – And What's Next

Hercules Capital, Inc. has reported its fourth-quarter and full-year 2025 results, with Q4 revenue of US$137.43 million and net income of US$90.83 million, and full-year revenue of US$532.49 million and net income of US$339.74 million, all higher than the prior year. The widening gap between Hercules Capital’s revenue and net income over 2025 highlights improved earnings efficiency, as profit growth outpaced top-line expansion. We’ll now examine how Hercules Capital’s stronger fourth-quarter...
NYSE:W
NYSE:WSpecialty Retail

Wayfair (W) Is Down 17.2% After Revenue Rise But Renewed GAAP Losses Question Margin Progress

Wayfair Inc. reported full-year 2025 results showing sales of US$12.46 billion, up from US$11.85 billion, while reducing its net loss to US$313 million and loss per share to US$2.44 compared with the prior year. Despite delivering revenue growth and narrowing losses, the company’s return to a GAAP net loss and signals of ongoing margin pressure raised fresh questions about the durability of its profitability efforts. Next, we will examine how these margin concerns and renewed GAAP losses...