U.S. Tech Hardware Stock News

In late February 2026, Immunocore Holdings plc reported fourth-quarter revenue of US$104.48 million and a quarterly net loss of US$30.06 million, while full-year revenue reached US$400.02 million with the annual net loss narrowing to US$35.51 million versus the prior year. The results underscore Immunocore’s ability to grow sales and reduce full-year losses even as it continues to invest heavily in advancing its ImmTAX-based pipeline beyond its lead product. We’ll now examine how this...

KeyCorp (KEY) is in focus after analysts revisited their views following recent quarterly results. At the same time, stubborn inflation data, credit risk worries, and a pickup in insider selling are tempering sentiment around the regional bank. See our latest analysis for KeyCorp. After a strong 14.39% 90 day share price return, KeyCorp’s 1 year total shareholder return of 30.36% contrasts with a slightly negative year to date share price move. This suggests momentum has cooled as inflation...

FactSet Research Systems (FDS) is back in focus after quarterly results in which revenue surpassed analyst expectations, while full-year EPS guidance came in slightly below consensus, alongside continuing dividend payments. See our latest analysis for FactSet Research Systems. The share price tells a mixed story, with a 15.6% 7 day share price return after earnings contrasting with a 22.8% year to date share price decline and a 51.29% 1 year total shareholder return decline. This suggests...

What Huntsman’s latest earnings mean for shareholders Huntsman (HUN) recently reported fourth quarter and full year 2025 results, showing lower sales and a larger annual net loss, developments that help explain the stock’s recent moves. For the fourth quarter, Huntsman reported sales of US$1,355 million compared with US$1,452 million a year earlier. The company posted a net loss of US$96 million, compared with a net loss of US$141 million in the prior year period. Basic and diluted loss per...

Edwards Lifesciences (EW) is back in focus after the U.S. FDA cleared its SAPIEN M3 transcatheter mitral valve replacement system and the company issued 2026 sales guidance tied to product momentum and innovation. See our latest analysis for Edwards Lifesciences. The FDA approval of SAPIEN M3 and Edwards Lifesciences' 2026 sales outlook arrive as the share price trades at US$87.18, with a 7-day share price return of 5.75% and a 1-year total shareholder return of 22.12%. This suggests momentum...

Etsy (ETSY) is back in focus after a cluster of fresh catalysts, including UK pricing rule changes, its decision to sell Depop to eBay, and fourth quarter profitability that exceeded Wall Street expectations. See our latest analysis for Etsy. At a share price of $53.97, Etsy has had a mixed year, with a 10.03% one year total shareholder return contrasting with a 54.56% total shareholder return decline over three years and a 71.63% total shareholder return decline over five years. This...

Ondas (ONDS) is back in focus after committing a $10 million investment to World View Enterprises and landing multi million dollar defense deals tied to its Iron Drone system in Europe and Israel. See our latest analysis for Ondas. Those defense contracts and the World View stake come after a sharp rerating, with Ondas’ share price returning 32.22% over the past 90 days yet sitting slightly lower year to date, while the 1 year total shareholder return is extremely high, pointing to very...

In recent days, CIBC initiated coverage on Brookfield Business Partners L.P. with an Outperformer rating, joining other brokers that have expressed confidence in the business. Analysts have highlighted Brookfield Business Partners’ connection to the broader Brookfield group, its cornerstone Clarios holding, and an apparent discount to net asset value as central to their positive view. We will now look at how this wave of bullish analyst coverage, especially around valuation and dealmaking...

Kenvue Inc. reported its fourth-quarter 2025 results, with sales rising to US$3,780 million and net income reaching US$330 million, while full-year sales eased to US$15.12 billion but net income increased to US$1.47 billion. At the same time, Schafer Cullen Capital Management exited its Kenvue position, citing ongoing pressures on consumer demand, inventory and distribution issues, and intensifying competition despite improved earnings. We’ll now assess how Kenvue’s earnings resilience...

Associated Banc-Corp (NYSE:ASB) has appointed Alexander Bush as Executive Vice President and Chief Data Officer. Bush will lead the company’s enterprise data strategy and governance across the organization. For investors watching NYSE:ASB, this move comes as the stock trades at $26.58, with a 1 year return of 13.8% and a 5 year return of 44.2%. Those figures indicate that the company has been taking steps to refine its business, and a dedicated data leader represents another layer in that...

Rocket Lab (NasdaqCM:RKLB) supported a hypersonic test mission for the Department of War's Defense Innovation Unit, deploying a scramjet-powered aircraft into a suborbital flight environment. The company also unveiled advanced silicon solar arrays designed for space-based data centers and large orbital constellations. Both developments highlight potential revenue streams in defense testing and space power systems tied to future megaconstellations. For investors watching space...

In late February 2026, Crinetics Pharmaceuticals reported fourth-quarter 2025 revenue of US$6.16 million and a net loss of US$122.82 million, with full-year 2025 revenue of US$7.70 million and a net loss of US$465.32 million, alongside higher loss per share than the prior year. On the same day, the company filed a US$207.35 million shelf registration for up to 4,778,774 common shares tied to an employee stock ownership plan, highlighting both its growing capital needs and efforts to support...

Surgery Partners, Inc. has reported its fourth-quarter and full-year 2025 results, with sales rising to US$885.0 million for the quarter and US$3.31 billion for the year, while net loss narrowed to US$15.0 million in Q4 and US$77.9 million for 2025 compared with the prior year. Alongside this revenue growth, the company’s loss per share from continuing operations improved materially year over year, suggesting progress in its efforts to contain losses and improve operational performance. With...

On 27 February 2026, Nova Ltd.’s CFO, Guy Kizner, presented at the Susquehanna 15th Annual Technology Conference in New York, highlighting the company’s position in semiconductor process control. The conference appearance came as Nova was being recognized for multi‑year revenue and earnings growth, strong free cash flow margins, and high returns on invested capital, reinforcing its reputation for operational efficiency and quality in metrology. We’ll now explore how this fresh recognition of...

Dividend hike puts Mueller Industries in focus Mueller Industries (MLI) has attracted fresh attention after its Board approved a 40% increase in the regular quarterly cash dividend to US$0.35 per share, signaling a more generous capital return approach. See our latest analysis for Mueller Industries. The 40% dividend hike comes after a mixed stretch for the stock, with a 1-day share price return of 0.94% and a 30 day share price decline of 12.54%. At the same time, the 1-year total...

Casella Waste Systems recently reported past fourth-quarter and full-year 2025 results, showing higher sales of US$469.06 million and US$1.84 billion respectively, but with a shift from prior-year profits to a quarterly net loss and lower full-year net income of US$7.87 million. At the same time, the company issued 2026 guidance calling for revenues between US$1.97 billion and US$1.99 billion and net income of US$16 million to US$22 million, giving investors fresh insight into how...

Sezzle (SEZL) is back in focus after reporting better than expected fourth quarter results, lifting its 2026 outlook for revenue and profitability, and pairing that guidance with fresh share repurchase activity. See our latest analysis for Sezzle. The strong fourth quarter and higher 2026 guidance have come alongside sharp share price momentum, with Sezzle’s 7 day share price return of 34.16% and 1 year total shareholder return of 66.89% suggesting enthusiasm has been building rather than...

In late February 2026, VICI Properties Inc. reported Q4 2025 and full-year results, with quarterly revenue of US$1.01 billion and net income of US$604.77 million, alongside modest year-over-year increases in full-year revenue and earnings per share. At the same time, VICI advanced its experiential real estate push with a US$1.16 billion Golden Entertainment sale-leaseback and over US$2.10 billion of 2025 capital commitments, while issuing 2026 guidance that came in slightly below analyst...

In recent weeks, Mobileye Global has secured a 9 million-unit Surround ADAS program with a major U.S. automaker, announced that Mahindra & Mahindra selected it as a Tier 1 ADAS supplier from 2027, and partnered with Elektrobit to integrate EB corbos Linux for Safety Applications into its Drive platform for Level 4 autonomy. Together with its existing US$24.50 billion advanced ADAS and autonomy revenue pipeline and the Mentee Robotics acquisition, these moves reinforce Mobileye’s push beyond...

Molson Coors Beverage (TAP) has come under closer scrutiny after its latest earnings release, which showed revenue missing analyst estimates and guidance pointing to a double digit decline in 2026 adjusted earnings. See our latest analysis for Molson Coors Beverage. The recent earnings miss and weaker 2026 outlook have weighed on sentiment, with a 1 year total shareholder return decline of 18.39% contrasting with a 5 year total shareholder return of 17.11%, suggesting longer term gains but...

In February 2026, Synchrony Financial renewed its nearly 20-year financing partnership with Polaris Inc., expanded CareCredit integrations with Planet DDS and Weave, and completed a US$750,000,000 fixed-to-floating senior notes offering due 2032 to support its consumer financing and healthcare payment solutions. These moves deepen Synchrony’s presence in embedded point-of-sale and healthcare financing while giving partners access to its PRISM underwriting and integrated CareCredit workflows...

Credo Technology Group Holding (CRDO) just posted record third quarter results, with sales of US$407.01 million and net income of US$157.14 million, while expanding its AI connectivity reach through its TensorWave and ZeroFlap products. See our latest analysis for Credo Technology Group Holding. Despite record Q3 earnings and new AI partnerships, Credo’s short term share price performance has been weak, with a 90 day share price return of a 39.39% decline and a year to date share price return...

Advanced Drainage Systems recently completed a US$500 million offering of 5.375% senior notes due 2034 and amended its senior credit facilities, lifting its revolving capacity to US$750 million and adding a new US$600 million term loan maturing in 2033. By refinancing existing borrowings, redeeming 2027 notes, and extending debt maturities, the company has materially reshaped its balance sheet flexibility and liquidity profile. Next, we will examine how this enlarged revolving credit...

Conference spotlight and analyst attention around Flex (FLEX) Flex (NasdaqGS:FLEX) is drawing fresh attention as it prepares to present at the 47th Annual Raymond James Institutional Investor Conference in Orlando, an event that coincides with recent third party commentary on its earnings outlook. Recent analysis describes Flex as both a growth and value candidate, citing earnings estimate revisions, a favorable Zacks Rank and comparisons that place the company ahead of certain peers on...