U.S. Tech Hardware Stock News

NYSE:NET
NYSE:NETIT

Cloudflare Deepens Security Role With Post Quantum SASE And Mastercard Pact

Cloudflare launched what it calls the first complete Secure Access Service Edge platform with post-quantum encryption across its services. The company also announced a cybersecurity partnership with Mastercard aimed at protecting critical infrastructure and small businesses with real time, risk driven defenses. Cloudflare, trading on the NYSE under ticker NYSE:NET, sits at the intersection of networking and security. This move pushes more of its product stack into the security spotlight...
NYSE:CNS
NYSE:CNSCapital Markets

A Look At Cohen & Steers (CNS) Valuation As Its Quarterly Dividend Is Raised To $0.67 Per Share

Cohen & Steers (CNS) has drawn investor attention after its Board of Directors approved a first quarter 2026 cash dividend of $0.67 per share, up from $0.62, payable on March 19. See our latest analysis for Cohen & Steers. Despite the higher dividend, Cohen & Steers’ recent trading has been mixed, with a 30-day share price return of 4.35% and a year to date share price return of 4.97%. However, the 1-year total shareholder return is a 21.13% decline, suggesting only modest momentum after a...
NasdaqGS:PLPC
NasdaqGS:PLPCElectrical

Is FulcrumAir Robotics Partnership Reshaping the Investment Case for Preformed Line Products (PLPC)?

In February 2026, FulcrumAir announced a new multi-year partnership with Preformed Line Products to co-develop next-generation robotic systems for overhead power line construction, targeting improved efficiency, safety, and reliability for utilities worldwide. This expanded collaboration builds on earlier joint products like the LineSpider and LineFly robots, highlighting how automation could reshape how utilities build and maintain critical grid infrastructure. Next, we will examine how...
NasdaqGM:IRON
NasdaqGM:IRONBiotechs

A Look At Disc Medicine (IRON) Valuation After Recent Share Price Swings

Disc Medicine stock moves after recent trading swings Disc Medicine (IRON) has seen sharp share price swings recently, including a negative 1 day move and gains over the past week, drawing attention to how the market is currently reacting to its hematology focused pipeline. See our latest analysis for Disc Medicine. Those recent swings come after a 30 day share price return of a 16.74% decline and a 90 day share price return of a 28.64% decline, even as the 1 year total shareholder return of...
NYSE:CL
NYSE:CLHousehold Products

Colgate-Palmolive 2030 Plan Links AI Spending To Brand And Margin Goals

Colgate-Palmolive (NYSE:CL) has started executing its 2030 Strategic Plan, with a focus on global brand strength, product innovation grounded in scientific research, and broader demand generation. The company is rolling out advanced digital tools and AI across its supply chain and organization as part of this multi-year plan. The plan is intended to reshape how Colgate-Palmolive competes in oral care, personal care, home care, and pet nutrition categories worldwide. For investors watching...
NasdaqGS:SHC
NasdaqGS:SHCLife Sciences

Sotera Health (SHC) Is Down 7.1% After Issuing 2026 Revenue Guidance And Marking 20th Growth Year

Sotera Health reported its fourth-quarter and full-year 2025 results on February 24, 2026, with revenue rising to US$303.44 million for the quarter and US$1.16 billion for the year, alongside higher net income and earnings per share. The company also issued 2026 revenue guidance of US$1.23 billion to US$1.25 billion and marked its 20th consecutive year of revenue growth, underscoring consistent demand for its sterilization and lab testing services. Next, we’ll examine how Sotera Health’s...
NasdaqGS:ERII
NasdaqGS:ERIIMachinery

Assessing Energy Recovery’s Valuation After Mixed 2025 Earnings And Recent Share Price Weakness

Energy Recovery (ERII) shares are in focus after the company released fourth quarter and full year 2025 earnings, highlighting quarterly net income and earnings per share growth alongside slightly softer annual sales. See our latest analysis for Energy Recovery. Despite the latest earnings update showing firmer quarterly profitability, the share price has come under pressure recently, with a 7 day share price return of 35.78% decline and a 1 year total shareholder return of 30.28% decline...
NYSE:MHK
NYSE:MHKConsumer Durables

Mohawk Industries Weighs Latin America Growth Against Legal And Cost Pressures

Mohawk Industries (NYSE:MHK) has outlined a refreshed expansion and risk profile in its latest 10-K and internal SWOT analysis. The company is pursuing growth in Brazil and Mexico through acquisitions alongside investment in additional manufacturing capacity. Management is putting more emphasis on sustainability and operational efficiency while addressing legal exposures tied to PFAS and silica dust regulations. For investors watching the flooring and surfaces space, Mohawk Industries sits...
NYSE:MKL
NYSE:MKLInsurance

A Look At Markel Group (MKL) Valuation After Recent Mixed Share Performance

Markel Group stock snapshot after recent performance Markel Group (MKL) has seen mixed share performance recently, with a small 1 day gain, a slight dip over the past week, and a modest rise over the past month, drawing fresh attention to its valuation. See our latest analysis for Markel Group. At a share price of US$2,072.47, Markel Group’s 1 year total shareholder return of 7.19% sits alongside a 3 year total shareholder return of 54.16% and 5 year total shareholder return of 87.24%. This...
NYSE:CNC
NYSE:CNCHealthcare

Centene Uses School Inclusion Program To Support Medicaid Contract Narrative

Centene's foundation is supporting National No One Eats Alone Day to promote social connection among students in Kentucky schools. The initiative focuses on reducing social isolation by encouraging inclusive lunchtime activities and peer engagement. Centene is providing resources to participating schools, highlighting its broader role in community and youth health programs beyond insurance. For investors following Centene, NYSE:CNC, this community initiative sits alongside a share price of...
NYSE:MUR
NYSE:MUROil and Gas

Murphy Oil Weighs Côte D'Ivoire Dry Wells Against Future Exploration Upside

Murphy Oil, NYSE:MUR, reported two consecutive dry wells in its offshore Côte d'Ivoire exploration campaign. The company is abandoning the Caracal-1X well after non commercial results. Despite these outcomes, Murphy Oil plans to proceed with drilling a third well, Bubale-1X, in a different geological structure. For investors tracking NYSE:MUR, this update comes with the stock at $33.15 and a 1 year return of 31.6%, alongside a 5 year return of 95.6%. At the same time, the stock shows mixed...
NYSE:DQ
NYSE:DQSemiconductor

Daqo New Energy (DQ) Losses Narrow In Q4 Reinforcing Bullish Profitability Narratives

Daqo New Energy (NYSE:DQ) has wrapped up FY 2025 with fourth quarter revenue of US$221.7 million and a net loss of US$7.3 million, while the trailing twelve months show total revenue of US$665.4 million alongside a loss of US$170.5 million. The company has seen quarterly revenue range from US$75.2 million to US$244.6 million across 2025, with EPS running at a loss in each period, from US$1.14 per share in Q2 to US$0.22 per share in Q3. This sets a clear picture of pressured margins even as...
NYSE:VST
NYSE:VSTRenewable Energy

Vistra (VST) Margin Compression To 4.2% Tests Bullish Earnings Expansion Narrative

Vistra (VST) has wrapped up FY 2025 with Q4 revenue of US$4.6b, Basic EPS of US$0.55, and net income of US$185m, while trailing twelve month figures show revenue of US$17.7b and Basic EPS of US$2.23 anchored by net income of US$752m. The company has seen quarterly revenue range from US$3.9b to US$5.0b across 2025, with Basic EPS swinging from a Q1 loss of US$0.93 to a Q3 figure of US$1.78. This sets up a results picture where investors are likely to focus on how those earnings translate into...
NasdaqGS:WFRD
NasdaqGS:WFRDEnergy Services

Is It Too Late To Consider Weatherford International (WFRD) After Its Strong Multi Year Rally

If you are wondering whether Weatherford International is still offering value at its current price, this overview will help you frame what the market might be pricing in today. The stock last closed at US$105.46, with returns of 1.0% over 7 days, 15.3% over 30 days, 30.4% year to date and 73.1% over 1 year. The 3 year return is 56.9% and the 5 year return is very large at around 7x. Recent coverage of Weatherford International has focused on its role in the energy sector and how investors...
NYSE:PRMB
NYSE:PRMBBeverage

Primo Brands (PRMB) Q4 Loss Tests Bullish Margin Expansion Narrative

Primo Brands (PRMB) closed FY 2025 with Q4 revenue of US$1.6b and basic EPS of a US$0.07 loss, capping off a trailing twelve month period where revenue reached US$6.7b and EPS came in at US$0.22. Over recent quarters, the company has seen revenue range from US$1.4b in Q4 FY 2024 to US$1.8b in Q3 FY 2025, while quarterly EPS moved between a US$0.49 loss and US$0.24. This set the scene for a year that turned profitable on a trailing basis despite a softer fourth quarter. For investors, the mix...
NasdaqGS:DAKT
NasdaqGS:DAKTElectronic

Assessing Daktronics (DAKT) Valuation After Strong Recent Share Price Momentum

Daktronics (DAKT) has drawn fresh attention after recent trading, with the share price at US$25.78 and returns over the past month and past 3 months noticeably different from its moves in the last week. See our latest analysis for Daktronics. That recent 7 day share price return of 7.03% and 1 day move of 3.08% sit against a 30 day share price return of 17.56% and year to date share price return of 29.94%. The 1 year total shareholder return of 68.94% suggests momentum has been strong over a...
NasdaqGS:AMBA
NasdaqGS:AMBASemiconductor

Ambarella (AMBA) Quarterly Losses Persist And Reinforce Skeptical Profitability Narratives

Ambarella (AMBA) has just closed out FY 2026 with fourth quarter revenue of US$100.9 million and a basic EPS loss of US$0.38, set against trailing twelve month revenue of US$390.7 million and a TTM EPS loss of US$1.78. Over the past six reported quarters, the company has seen quarterly revenue range from US$82.7 million to US$108.5 million while basic EPS losses have moved between US$0.35 and US$0.58. This gives investors a clear view of how growth ambitions are currently weighing on the...
NYSE:DELL
NYSE:DELLTech

Dell Results, AI Ambitions And Capital Returns Reshape Valuation Story

Dell Technologies (NYSE:DELL) reported record fiscal fourth quarter and full year results. The company announced a sizable increase to its dividend and share repurchase plan. Dell outlined significant growth ambitions for its AI focused businesses, signaling a push in AI infrastructure. Dell Technologies, trading at $148.08, is coming off a stretch of strong share price performance, with the stock up 21.1% over the past week and 26.2% over the past month. Returns of 46.8% over the past year...
NasdaqGS:ENSG
NasdaqGS:ENSGHealthcare

Is It Too Late To Consider Buying Ensign Group (ENSG) After 66% One Year Rally

If you are wondering whether Ensign Group's current share price lines up with its underlying value, you are not alone. This article is here to unpack that question step by step. The stock last closed at US$214.23, with returns of 1.7% over 7 days, 24.7% over 30 days, 23.2% year to date, 66.1% over 1 year, 135.6% over 3 years and 167.9% over 5 years. This naturally raises questions about how much of this is already reflected in the valuation. Recent coverage of Ensign Group has focused on its...
NasdaqGS:FSLR
NasdaqGS:FSLRSemiconductor

First Solar Reshapes Manufacturing Footprint While U.S. Expansion And IP Case Loom

First Solar (NasdaqGS:FSLR) is cutting back production at its Malaysia and Vietnam factories in response to tariff and cost uncertainties. The company is booking warehousing and underutilization costs tied to this shift in its Asian manufacturing footprint. At the same time, First Solar is expanding in the U.S., commissioning a new plant in Louisiana, planning a facility in South Carolina, and increasing domestic module finishing capacity. The company has also filed a petition with the U.S...
NasdaqGM:IESC
NasdaqGM:IESCConstruction

Stronger Revenue And Insider Sale: What Do They Reveal About IES Holdings’ (IESC) Non‑Residential Strategy?

In late February 2026, IES Holdings reported first‑quarter fiscal 2026 results with revenue coming in above forecasts even as earnings missed expectations, while director Todd M. Cleveland sold about US$2,500,000 of company stock over February 24–26. The combination of stronger‑than‑expected revenue and ongoing confidence from at least one research firm highlights how investors may be reassessing IES Holdings’ position in non‑residential markets. We’ll now explore how stronger‑than‑expected...
NasdaqGS:IQ
NasdaqGS:IQEntertainment

iQIYI Revenue Growth Returns As Content IP And AI Plan Tested

iQIYI (NasdaqGS:IQ) reports a sustained return to revenue growth in Q4 2025. Management attributes the improvement to original content, IP franchise development, and overseas expansion. The company highlights AI tools as a contributor to lower content production costs and more targeted marketing. New drama series with strong early engagement and the opening of iQIYI Land support its multi-pronged growth approach. iQIYI operates as an online video and streaming platform, with a focus on...
NYSE:GIC
NYSE:GICTrade Distributors

Is Earnings Beat And Higher Dividend Altering The Investment Case For Global Industrial (GIC)?

Global Industrial Company recently reported fourth-quarter 2025 sales of US$345.6 million and net income of US$14.6 million, alongside full-year 2025 sales of US$1.38 billion and net income of US$72.1 million, and raised its quarterly dividend by 7.7% to US$0.28 per share. The combination of higher sales, improved earnings per share, an eleventh consecutive annual dividend increase, and ongoing share repurchases highlights management’s focus on cash generation and shareholder returns while...
NYSE:SWK
NYSE:SWKMachinery

Is Stanley Black & Decker (SWK) Pricing In The Recent Tools Sector Sentiment Shift?

If you are wondering whether Stanley Black & Decker is fairly priced or offering a margin of safety right now, you are in the right place to focus on what the current share price may or may not reflect. The stock most recently closed at US$86.49, with a 9.0% return over the last 30 days, a 13.1% return year to date, a 4.6% return over 1 year, an 11.6% return over 3 years and a 45.0% decline over 5 years. Recent headlines around Stanley Black & Decker have largely centered on broad industry...