U.S. Tech Hardware Stock News

NYSE:BURL
NYSE:BURLSpecialty Retail

Is Burlington Stores (BURL) Pricing In Too Much Optimism After A 30% One Year Run?

If you are wondering whether Burlington Stores at US$308.07 is offering value or asking too much at today's price, this article will walk you through what the numbers are really saying about the stock. Over the past week the share price logged a 1.5% decline, while the 30 day return sits at 3.4%, year to date at 3.2%, and the 1 year return at 30.4%. These figures may catch the eye of anyone weighing growth potential against changing risk perceptions. Recent coverage has focused on Burlington...
NYSE:LRN
NYSE:LRNConsumer Services

Is It Too Late To Consider Stride (LRN) After Its Multi Year Share Price Surge?

Investors may be wondering if Stride at around US$82.84 is still a sensible entry or hold after a strong multi year run, or if the price already reflects the story they are buying into. The stock has had a mixed return profile, with a 1.7% decline over the last 7 days, a 15.7% gain over 30 days, 28.2% year to date, a 38.5% decline over 1 year, around 96% over 3 years, and about 243% over 5 years. This history can change how investors think about its risk and return trade off. Recent news...
NYSE:AVTR
NYSE:AVTRLife Sciences

Is Avantor (AVTR) Offering An Opportunity After Its 48% One-Year Share Price Slide

If you are wondering whether Avantor's current share price reflects its true worth, you are not alone. This article is built to help you size up that valuation clearly. The stock recently closed at US$9.11, with returns of 0.7% over 7 days, a 22.8% decline over 30 days, a 20.5% decline year to date, and a 48.1% decline over 1 year that some investors may see as a reset in expectations. Over the past 3 and 5 years, Avantor's share price has recorded declines of 62.6% and 68.3%, which has put...
NasdaqGM:USAR
NasdaqGM:USARMetals and Mining

USA Rare Earth Tied To $1.6b Federal Deal With Deep Valuation Gap

USA Rare Earth, ticker NasdaqGM:USAR, has been involved in advising on a landmark $1.6b federal equity transaction. The deal supports government backed investment in the U.S. critical minerals sector, with a focus on non dilutive funding. The company is working alongside Clark Street Associates as part of this federal initiative. For you as an investor, this news places USA Rare Earth in the middle of a high profile federal push to support domestic rare earths. The stock currently trades at...
NYSE:EOG
NYSE:EOGOil and Gas

EOG Insider Sales Spark Questions On Valuation And Earnings Mix

EOG Resources (NYSE:EOG) Executive Vice President and COO Jeffrey Leitzell recently sold company shares in sizeable insider transactions. The sales took place shortly before EOG reported its fourth quarter results, which showed net income above expectations and revenue below expectations. The timing and seniority of the insider activity are drawing attention as investors assess what it may signal about management views. EOG Resources is a major US oil and gas producer, so any insider...
NYSE:WST
NYSE:WSTLife Sciences

How Investors Are Reacting To West Pharmaceutical Services (WST) New US$1 Billion Buyback And Dividend

Earlier in February 2026, West Pharmaceutical Services’ board declared a regular quarterly dividend of US$0.22 per share and approved a new share repurchase program of up to US$1.00 billion with no expiration date, following its fourth-quarter and full-year 2025 results and updated 2026 guidance. Together, the fresh US$1.00 billion buyback authorization, ongoing dividend payments, and management’s 2026 outlook highlight the company’s current focus on returning capital to shareholders while...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Palantir Contract Wins And Controversies Reframe AI Growth Story

Palantir Technologies (NasdaqGS:PLTR) expanded its enterprise reach with a new collaboration with Rackspace Technology to deploy its Foundry and AI platforms in highly regulated industries. The company secured its largest ever UK defense contract, reinforcing its role as a major supplier of software to government and defense clients. Palantir is under increased scrutiny over public sector work, including contracts with New York City's hospital system and legal actions in Europe. The U.S...
NasdaqGS:AUR
NasdaqGS:AURSoftware

Is Aurora Innovation’s (AUR) Rapid Driverless Truck Scale-Up Reframing Its High-Loss Investment Story?

Aurora Innovation, Inc. has already reported its fourth-quarter and full-year 2025 results, posting US$1 million in quarterly sales and a full-year net loss of US$816 million, while analysts have recently highlighted its progress in autonomous trucking, including more than 4.5 million autonomous miles and expansion to 10 routes. Despite the still-small revenue base and large losses, Aurora’s completion of 250,000 fully driverless miles with zero collisions and plans to operate over 200...
NYSE:WSM
NYSE:WSMSpecialty Retail

Is It Too Late To Consider Williams Sonoma (WSM) After Its Multi Year Share Price Surge

If you are trying to figure out whether Williams-Sonoma is still reasonably priced after a strong multi year run, starting with a clear look at valuation can help ground your view before you act. The stock last closed at US$208.97, with returns of 2.2% over 30 days, 11.2% year to date and 8.1% over 1 year, while the 3 year and 5 year returns are both very large. Recent headlines have focused on Williams-Sonoma's positioning in home furnishings and its brand strength with higher income...
NYSE:DIS
NYSE:DISEntertainment

How Weaker Q1 Results and Cautious Guidance Could Shape Walt Disney’s (DIS) Investment Case

Earlier this month, The Walt Disney Company reported fiscal 2026 first-quarter results showing weaker entertainment and sports operating income amid higher content and marketing costs, alongside cautious guidance pointing to ongoing earnings pressure and limited near-term margin recovery. These developments have intensified investor focus on whether Disney’s heavy investment in streaming and premium sports rights can be balanced with profitability as its traditional TV business faces...
NYSE:GWW
NYSE:GWWTrade Distributors

Is It Too Late To Consider Buying W.W. Grainger (GWW) After Its Strong Multi Year Run

If you are wondering whether W.W. Grainger's recent share price puts it at a premium or a bargain, this article will walk through what that current price could mean for value focused investors. The stock last closed at US$1,126.68, with returns of 6.5% over 30 days, 12.2% year to date, 13.3% over 1 year and 73.1% over 3 years, while the past 7 days show a 0.5% decline. Recent attention on W.W. Grainger has centered on its role as a large industrial supplies distributor in the US capital...
NasdaqCM:XPEL
NasdaqCM:XPELAuto Components

XPEL (XPEL) Q4 Results and 2026 Outlook Guidance Could Be A Game Changer For Earnings

XPEL, Inc. has reported past fourth-quarter 2025 results showing revenue of US$122.27 million and net income of US$13.41 million, alongside basic earnings per share from continuing operations of US$0.49. The company has also issued new guidance for first-quarter 2026 revenue of about US$112 million to US$114 million, giving investors a clearer view of near-term expectations. Now we’ll explore how this revenue guidance range shapes XPEL’s existing investment narrative and expectations for its...
NYSE:XPO
NYSE:XPOTransportation

Assessing XPO’s Valuation After AI Safety Rollout And Tariff Ruling Tailwinds

XPO (XPO) is in focus after rolling out AI tools that analyze dockworker photos to improve freight safety and reduce damage claims, while a Supreme Court tariff ruling could reshape cost dynamics for many of its shipping customers. See our latest analysis for XPO. XPO’s recent AI rollout and the tariff ruling arrive as momentum is already strong, with a 30 day share price return of 38.88% and a year to date share price return of 47.37%, alongside a 1 year total shareholder return of 67.51%...
NYSE:GPC
NYSE:GPCRetail Distributors

Is Genuine Parts (GPC) Now Attractively Priced After Recent Share Price Weakness

If you are wondering whether Genuine Parts shares are now attractively priced or still expensive, this article walks through what the current market price might be implying about the company's value. The stock recently closed at US$118.82, with a 5.5% decline over 7 days, a 13.7% decline over 30 days and a 4.2% decline year to date. The 1 year return is a 0.4% decline and the 3 year return is a 26.8% decline, compared to a 24.8% gain over 5 years. Recent news coverage has focused on Genuine...
NYSE:ELAN
NYSE:ELANPharmaceuticals

A Look At Elanco Animal Health’s Valuation After A Strong 1 Year Total Return

Recent performance snapshot Elanco Animal Health (ELAN) has caught investor attention after a strong 1 year total return of 146.5%, alongside positive moves over the past week, month and past 3 months. See our latest analysis for Elanco Animal Health. The current share price of US$26.38 sits against a 1 year total shareholder return of 146.5%, with recent 1 day and 30 day share price returns of 6.6% and 8.1%. This suggests that momentum remains strong rather than fading. If strong recent...
NYSE:GXO
NYSE:GXOLogistics

Assessing GXO Logistics (GXO) Valuation After Hunkemoller Automation Partnership And Robotics Expansion

GXO’s Hunkemoller partnership and tech rollout come into focus GXO Logistics (GXO) is in the spotlight after launching a multi-year partnership with Hunkemoller in Almere, where advanced automation supports a pan-European distribution network and expands GXO’s Flevoland logistics campus. See our latest analysis for GXO Logistics. These automation wins come as GXO’s 30 day share price return of 9.96% and 90 day share price return of 25.01% outpace its 16.26% year to date share price return,...
NYSE:AA
NYSE:AAMetals and Mining

Is It Too Late To Consider Alcoa (AA) After An 81% One Year Share Price Jump?

Investors may be wondering whether Alcoa at around US$61.41 a share is offering good value today, or if the easy gains are already behind it. The stock has returned 6.9% over the last 7 days, is roughly flat over 30 days with a 1.3% decline, and is showing gains of 8.6% year to date and 81.0% over the last year. This naturally raises questions about how the market is now pricing its risks and opportunities. Recent coverage of Alcoa has focused on its role as a major aluminum producer, with...
NYSE:KMX
NYSE:KMXSpecialty Retail

What CarMax (KMX)'s Leadership Shift to Ex-InterContinental CEO Means For Shareholders

CarMax has appointed former InterContinental Hotels Group CEO Keith Barr as its new Chief Executive Officer, President and Board member, effective March 16, 2026, with interim leader David McCreight returning to his role as independent director. Barr’s background in large-scale digital transformation, customer experience and brand-led growth in hospitality introduces a fresh cross-industry leadership approach to CarMax’s used-vehicle retail model. Next, we’ll examine how Barr’s digital and...
NYSE:WLY
NYSE:WLYMedia

A Look At Wiley (WLY) Valuation After Expanded Advanced Portfolio Journal Rollout

John Wiley & Sons (WLY) has drawn fresh attention after announcing a major expansion of its Advanced Portfolio, with eight new life, health, and social sciences journals planned by the end of 2026. See our latest analysis for John Wiley & Sons. At a share price of $29.35, John Wiley & Sons has experienced a 30 day share price return of a 5.6% decline and a 90 day share price return of an 18.49% decline, while its 1 year total shareholder return of a 23.77% decline suggests longer term...
NYSE:VICI
NYSE:VICISpecialized REITs

Is It Time To Reassess VICI Properties (VICI) After Recent Share Price Gains?

If you are wondering whether VICI Properties is offering good value at its current price, this article will walk through what the numbers actually say about the stock. Recently, VICI Properties closed at US$30.28, with returns of 1.4% over 7 days, 6.1% over 30 days, 7.6% year to date, 6.4% over 3 years, 38.0% over 5 years and a 1.7% decline over the last year. Investors have been watching VICI as it continues to feature in discussions around large scale experiential real estate and its role...
NYSE:FN
NYSE:FNElectronic

Fabrinet (FN) Is Up 17.9% After Surging AI Data Center Demand and Higher-Margin Pivot

In recent weeks, Fabrinet reported quarterly results and guidance that exceeded expectations, highlighting strong demand for its AI and data center–related optical manufacturing services and reinforcing its role as a key outsourced partner in these fast-growing hardware segments. The company also announced acquisitions and a pivot toward higher-margin business lines, while analyst upgrades and institutional interest highlighted Fabrinet’s improved positioning within the technology supply...
NYSE:V
NYSE:VDiversified Financial

Assessing Whether Visa (V) Looks Undervalued After Recent Share Price Weakness

Recent performance context for Visa (V) Visa (V) has recently drawn investor attention after a period of weaker share performance, with the stock showing negative returns over the past week, month, past 3 months, year to date, and past year. At a last close of US$307.22, Visa sits against a backdrop of multi year total returns, solid reported revenue of US$41.39b and net income of US$20.59b, as well as a value score of 3. See our latest analysis for Visa. Visa’s recent share price returns...
NasdaqGS:XP
NasdaqGS:XPCapital Markets

Is XP (XP) Using Its Shelf Offering to Redefine Growth and Capital Allocation Strategy?

In February 2026, XP Inc. filed a US$215.58 million shelf registration for 9,393,589 Class A shares after reporting fourth-quarter 2025 revenue of BRL 4,938 million and net income of BRL 1,282 million, both higher than a year earlier. The combination of year-on-year growth in revenue, earnings per share and client assets, alongside completion of a recent share buyback, underlines XP’s emphasis on scaling its platform while actively managing its capital structure. We’ll now examine how XP’s...
NasdaqGS:AGNC
NasdaqGS:AGNCMortgage REITs

Does AGNC’s (AGNC) Reaffirmed Monthly Dividend Reveal a Deeper Bet on Scale and Stability?

AGNC Investment Corp. recently declared a cash dividend of US$0.12 per common share for February 2026, payable on March 10 to shareholders of record as of February 27, while its 2025 10-K highlighted an Agency RMBS portfolio of US$94.80 billion and solid returns. This combination of continued monthly dividends and sizable, actively managed mortgage holdings underscores how AGNC is leaning on income stability and portfolio scale to support investor confidence. Next, we will examine how AGNC’s...