U.S. Tech Hardware Stock News

NasdaqGS:NBIS
NasdaqGS:NBISSoftware

Nebius Relies On Upfront Big Tech Contracts To Fund AI Cloud Expansion

Nebius Group (NasdaqGS:NBIS) is using upfront financing from large enterprise clients, including Microsoft and Meta Platforms, to reshape its financial risk profile. These long-term contracts are providing greater liquidity and clearer revenue visibility for the company. Nebius is expanding its data center capacity while integrating Tavily to deepen its enterprise AI cloud offering. Nebius Group is drawing attention as it leans on customer prepayments rather than external capital to support...
NYSE:AVA
NYSE:AVAIntegrated Utilities

Avista (AVA) Margin Improvement Tests Bullish Earnings Narrative In FY 2025 Results

Avista FY 2025 Earnings Snapshot Avista (AVA) closed out FY 2025 with fourth quarter revenue of US$533 million and basic EPS of US$0.87, underpinned by net income of US$71 million as the utility updated investors on its full year performance. Over the last several quarters, revenue has ranged from US$403 million to US$617 million while quarterly EPS has moved between US$0.17 and US$0.98, giving you a clear view of how the top line and per share earnings have tracked through the year. With...
NasdaqGS:LIN
NasdaqGS:LINChemicals

Is It Too Late To Consider Buying Linde (LIN) After Its Strong Multi‑Year Rally?

If you are wondering whether Linde is still reasonably priced after its recent run, this breakdown will help you see how the current share price lines up with different measures of value. The stock last closed at US$508.27, with returns of 4.7% over 7 days, 11.7% over 30 days, 18.4% year to date, 11.6% over 1 year, 51.0% over 3 years and 120.0% over 5 years. Recent coverage has focused on Linde as a large industrial gases company. Investors are paying close attention to its role in sectors...
NYSE:O
NYSE:ORetail REITs

Realty Income (O) FFO Of US$3.9b Reinforces Dividend Stability Narrative

Realty Income (O) has wrapped up FY 2025 with fourth quarter revenue of US$1.5 billion and basic EPS of US$0.32, while FFO reached US$985.9 million, putting FFO per share at US$1.07. Over recent quarters the company has seen revenue move from US$1.34 billion in Q4 2024 to US$1.49 billion in Q4 2025, with basic EPS ranging between US$0.22 and US$0.35 over that stretch as FFO per share held in a tight band around US$1.05 to US$1.07. For income focused investors, the mix of steady FFO and...
NYSE:NKE
NYSE:NKELuxury

How Investors Are Reacting To NIKE (NKE) Dividend Move Amid New 15% Global Tariffs

Earlier this month, NIKE’s board declared a quarterly cash dividend of US$0.41 per share on its Class A and Class B common stock, payable on April 1, 2026, to shareholders of record as of March 2, 2026, while the company faces fresh cost pressures from new 15% global import tariffs on its largely overseas-made products. At the same time, renewed trade policy uncertainty is prompting NIKE to accelerate supply-chain shifts away from China, a move that could reshape its cost base and earnings...
NYSE:ORA
NYSE:ORARenewable Energy

A Look At Ormat Technologies (ORA) Valuation After Earnings Beat And New Long Term PPA Agreements

Dividend affirmation and earnings recap Ormat Technologies (ORA) has been in focus after the board affirmed its quarterly dividend at US$0.12 per share, alongside fourth quarter and full year 2025 results and fresh 2026 revenue guidance. See our latest analysis for Ormat Technologies. At a share price of US$117.06, Ormat’s recent news around earnings, 2026 revenue guidance and new long term PPAs comes after a mixed stretch, with a 90 day share price return of 3.9% but a 1 year total...
NasdaqGS:MLYS
NasdaqGS:MLYSBiotechs

Should Mineralys’ New Shelf Registration and ESOP Offering Reshape How MLYS Investors View Its Capital Strategy?

Earlier this month, Mineralys Therapeutics filed a US$113.58 million shelf registration for 4,076,827 common shares linked to an ESOP-related offering. This financing flexibility comes as Mineralys advances lorundrostat through Phase 2 and pivotal trials for difficult-to-treat hypertension and chronic kidney disease, potentially strengthening its development runway. Next, we’ll examine how the lorundrostat clinical progress and added financing flexibility shape Mineralys Therapeutics’...
NYSE:TJX
NYSE:TJXSpecialty Retail

TJX Companies (TJX) Net Margin Reaches 9.1% And Tests Bearish Narratives

TJX Companies FY 2026 Results Snapshot TJX Companies (TJX) closed FY 2026 with fourth quarter revenue of US$17.7b and basic EPS of US$1.58, alongside net income of US$1.8b, reflecting a period where both the top and bottom lines carried weight. Over recent quarters, the company reported revenue of US$14.1b in Q3 FY 2025, US$16.4b in Q4 FY 2025, and US$17.7b in Q4 FY 2026, while quarterly EPS moved from US$1.15 to US$1.23 and then to US$1.58 over the same periods. With trailing twelve month...
NasdaqGS:EBAY
NasdaqGS:EBAYMultiline Retail

Is It Time To Reassess eBay (EBAY) After Recent Share Price Pullback

If you are wondering whether eBay's current share price really reflects what the business is worth, this article will walk through the key valuation checks that matter most. eBay recently closed at US$85.33, with returns of 3.8% over the last 7 days, a 9.6% decline over 30 days, a 2.0% decline year to date, a 25.3% return over 1 year, a 97.6% return over 3 years, and a 70.0% return over 5 years. Recent headlines around eBay have focused on its positioning in online retail and how it is...
NYSE:PK
NYSE:PKHotel and Resort REITs

How Portfolio Pruning, Profit Swing and New COO Role At Park Hotels & Resorts (PK) Has Changed Its Investment Story

Park Hotels & Resorts recently reported fourth-quarter and full-year 2025 results showing lower revenue and a swing to a net loss, reaffirmed a US$0.25 per share first-quarter 2026 dividend, completed a roughly 1.03% share repurchase under its February 2025 authorization, and appointed long-time CFO Sean M. Dell’Orto as Chief Operating Officer while he continues as CFO and Treasurer. An interesting angle is how management is tightening focus on a smaller core portfolio, recycling capital...
NYSE:GENI
NYSE:GENIHospitality

A Look At Genius Sports (GENI) Valuation After New AI Powered NBA Advertising Deal

Why the NBC Sports deal matters for Genius Sports Genius Sports (GENI) just signed a new agreement with NBC Sports Regional Networks that gives it exclusive rights to AI powered, in game advertising inventory across more than 600 local NBA broadcasts each season. The partnership relies on the company’s GeniusIQ data platform to insert real time branded moments such as shot probability and player tracking into live telecasts. Genius Sports also manages commercialization across linear, digital,...
NasdaqGS:WEN
NasdaqGS:WENHospitality

Wendy’s Store Closures Put Focus On Unit Economics And Investor Opportunity

Wendy's (NasdaqGS:WEN) plans to close 5% to 6% of its stores across the United States. The store closures are part of an ongoing downsizing plan focused on underperforming locations. The move is intended to address stores that are affecting franchisee financial performance and the overall brand. Wendy's, one of the major US quick service burger chains, relies heavily on its franchise model, so the health of individual locations matters for both operators and the brand. As consumer habits...
NYSE:KO
NYSE:KOBeverage

Coca-Cola Balances Dividend Commitment With Leadership Changes And Portfolio Shifts

Coca-Cola (NYSE:KO) has announced a 64th consecutive annual dividend increase and elected a new vice president to lead investor relations. The company is preparing for a CEO transition to Henrique Braun while advancing sustainability efforts, including refranchising operations in several countries. Coca-Cola outlined a capital investment plan for 2026 and is temporarily pulling Topo Chico Mineral Water from the U.S. market during facility upgrades. The company is reshaping its hydration...
NYSE:RBA
NYSE:RBACommercial Services

Assessing RB Global (RBA) Valuation After Strong Earnings And An Upbeat 2026 Outlook

Earnings update and management outlook RB Global (RBA) recently reported its fourth quarter and full year 2025 results, highlighting strengthened margins, healthy cash flows, and continued investment in key initiatives, alongside a 2026 outlook that points to higher gross transaction value and adjusted EBITDA. See our latest analysis for RB Global. The latest earnings and 2026 outlook arrive after a mixed run in the shares, with a 30 day share price return of a 15.37% decline but a 3 year...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

Assessing Grab Holdings (GRAB) Valuation After Upbeat Earnings And Revenue Revisions

Why recent earnings revisions matter for Grab Holdings (GRAB) Recent analyst reports point to higher earnings and sales estimates for Grab Holdings (GRAB), with revenue growth expectations above 20% year over year, putting the stock in focus despite mixed trading and short interest signals. See our latest analysis for Grab Holdings. Despite upbeat earnings revisions, Grab Holdings' recent share price performance has been weak, with a 30 day share price return of a 10.23% decline and a 90 day...
NYSE:PSTG
NYSE:PSTGTech

How Everpure’s Strong Q4, Buybacks and AI Deal Will Impact Everpure (PSTG) Investors

Everpure Inc., formerly Pure Storage, has reported fourth-quarter revenue of US$1,058.9 million and net income of US$100.25 million, outlined full-year results, issued revenue guidance for fiscal 2027, completed a US$570.8 million share repurchase program, and confirmed a pending acquisition of data intelligence firm 1touch. Together with its rebrand and AI-focused 1touch acquisition, Everpure is signaling a shift from pure storage hardware toward a broader, software-rich data management and...
NasdaqGS:GH
NasdaqGS:GHHealthcare

Guardant Health (GH) Valuation Reassessed After Q4 Earnings, Shield Spend And Trade Tariff Uncertainty

Guardant Health (GH) is back in focus after its Q4 earnings update, fresh 2026 revenue guidance, and a new shelf registration, all arriving as trade related tariffs weigh on sentiment toward globally exposed healthcare names. See our latest analysis for Guardant Health. Despite a sharp 7 day share price return of 11.31% decline and a 30 day share price return of 16.97% decline that followed Q4 results, new 2026 guidance, the MetaSight acquisition and tariff headlines, Guardant Health still...
NasdaqGS:APLS
NasdaqGS:APLSBiotechs

Apellis Profitability And Trial Progress Raise Questions On Valuation Gap

Apellis Pharmaceuticals (NasdaqGS:APLS) reports its first full year of profitability for 2025 after prior years of losses. The company highlights contributions from the commercialization of EMPAVELI and SYFOVRE to this financial turnaround. Apellis initiates new pivotal trials in its pipeline and starts a Phase 2 clinical trial for geographic atrophy. The company receives a regulatory milestone payment following EMA approval of Aspaveli. Apellis focuses on therapies that target the...
NYSE:AMRC
NYSE:AMRCConstruction

Does Ameresco’s (AMRC) Landfill Solar Push Reveal a Durable Edge in Community-Scale Clean Energy?

In February 2026, Ameresco and Luminace reported the completion of the 5.740 MW Coventry Landfill Solar project in Rhode Island, while Ameresco also partnered with Bradford Exempted Village School District in Ohio on a 304 kW rooftop solar system backed by state grant funding. These projects highlight Ameresco’s ability to turn constrained landfill sites and public school rooftops into income-generating clean energy assets for local communities. Next, we’ll examine how Ameresco’s work...
NasdaqGS:SATS
NasdaqGS:SATSMedia

EchoStar Leans On Boost Mobile Galaxy S26 Push To Drive Growth

EchoStar’s Boost Mobile has opened preorders for Samsung’s Galaxy S26 lineup with savings of up to $1,000 without requiring a device trade in. The offers follow Boost Mobile’s recent rollout of the moto g 2026 series, extending a rapid push of new devices and promotions. The campaign aims to draw new wireless customers and retain existing ones through aggressive handset pricing and differentiated plan options. EchoStar, listed as NasdaqGS:SATS, is leaning heavily on Boost Mobile’s device...
NYSE:RNG
NYSE:RNGSoftware

Why RingCentral (RNG) Is Up 16.6% After Launching Dividend, Bigger Buyback and New AI Push

Earlier in February 2026, RingCentral reported fourth-quarter 2025 results showing revenue rising to US$644.03 million and a shift from a net loss to US$22.97 million in net income, issued 2026 guidance calling for US$640–US$645 million in first-quarter revenue and 4%–5% full-year revenue growth, initiated a quarterly US$0.075 dividend, expanded its buyback authorization to US$500 million after repurchasing 31.61 million shares for US$967.01 million, and announced a broad integration of...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

Zoom Communications (ZM) Valuation Check After Mixed Q4 Earnings AI Push And New Buyback Program

Zoom Communications (ZM) is back in the spotlight after its latest quarterly earnings, with revenue ahead of expectations, a rare earnings miss, cautious profit guidance for 2027, new AI products, and a large buyback program. See our latest analysis for Zoom Communications. The 1 day share price return of 2.38% decline and 7 day share price return of 6.24% decline around the earnings release suggest investors are reassessing Zoom Communications' cautious 2027 profit outlook, even though its 1...
NasdaqGS:ZBRA
NasdaqGS:ZBRAElectronic

Assessing Zebra Technologies (ZBRA) Valuation After New AI Powered Machine Vision Deployment

Zebra Technologies (ZBRA) is back in focus after EBI Electric adopted its AltiZ 3D sensors for the new Inspector T lumber scanning system, pairing AI models with machine vision to sharpen yield and cost control. See our latest analysis for Zebra Technologies. Those product wins and the recent buyback and guidance update come against a mixed price backdrop, with the latest share price at $239.01, a 1 day share price return of 1.35% but a 1 year total shareholder return decline of 25.19%,...
NYSE:NRG
NYSE:NRGElectric Utilities

NRG Energy (NRG) Margin Compression Tests Bullish Profitability Narratives After FY 2025 Results

NRG Energy (NRG) closed out FY 2025 with fourth quarter revenue of US$7.8b and basic EPS of US$0.26, alongside net income of US$50m. Trailing twelve month figures show revenue of US$30.7b, EPS of US$4.09 and net income of US$797m. The company has seen revenue move from US$28.1b to US$30.7b on a trailing basis across the periods provided, with trailing EPS shifting from US$5.14 to US$4.09 over the same window. This sets up a picture where modest top line progress sits against tighter...