U.S. Tech Hardware Stock News

NYSE:YOU
NYSE:YOUSoftware

Clear Secure (YOU) Valuation Check After Earnings Beat Dividend Hike And Expanded Buyback Program

Why Clear Secure’s latest update caught investors’ attention Clear Secure (YOU) reported a quarterly earnings update that exceeded Wall Street revenue and profitability forecasts, alongside higher dividends and a larger buyback program. Together, these changes directly affect shareholder cash returns. At the same time, the company is highlighting stronger free cash flow, record CLEAR1 enterprise activity, and new commercial partnerships, giving investors more detail on how its consumer and...
NYSE:CALX
NYSE:CALXCommunications

Is Calix (CALX) Still Attractive After Recent Share Price Pullback?

If you are wondering whether Calix at around US$51.47 is still reasonably priced or already running ahead of itself, the valuation story is the key thing to focus on next. The stock has seen mixed momentum recently, with a 6.2% decline over the last 7 days and an 8.1% decline over the last 30 days, even though the 1 year return stands at 38.6%. Recent coverage has centered on Calix as a broadband access and cloud software provider, with attention on how its platform fits into ongoing...
NYSE:MLM
NYSE:MLMBasic Materials

Is It Too Late To Consider Martin Marietta Materials (MLM) After Its Strong Multi‑Year Rally?

If you are wondering whether Martin Marietta Materials shares still offer value after a strong run, this article will walk through what the current price might be implying about the company. The stock recently closed at US$678.46, with returns of 0.5% over 7 days, 4.5% over 30 days, 6.9% year to date, 41.5% over 1 year, 90.0% over 3 years and 111.9% over 5 years. This naturally raises questions about what is already priced in. Recent news coverage has focused on Martin Marietta Materials as...
NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

A Look At AST SpaceMobile (ASTS) Valuation After US$30m Defense Deal And US$1b Convertible Note Offering

AST SpaceMobile (ASTS) has just paired a roughly US$30 million defense contract with the U.S. Space Development Agency with a US$1 billion convertible note offering, putting both its government and commercial satellite ambitions in sharper focus for investors. See our latest analysis for AST SpaceMobile. The latest 4.1% 1 day share price return, alongside a 52.6% 90 day share price return and a very large 3 year total shareholder return, suggests momentum has been building around AST...
NYSE:DLX
NYSE:DLXCommercial Services

Assessing Deluxe (DLX) Valuation As Data Solutions Growth Offsets Ongoing Print And Fintech Competition Risks

Deluxe (DLX) is back on investors’ radar after completing a multi year buyback that retired 4,796,490 shares for US$212.55 million, just as its Data Solutions business gains attention alongside ongoing print related pressures. See our latest analysis for Deluxe. The recent 16.68% 1 month share price return and 40.11% 3 month share price return to US$28.47, alongside an 86.47% 1 year total shareholder return, suggest momentum has recently been building as investors weigh Data Solutions growth...
NYSE:UGI
NYSE:UGIGas Utilities

UGI Infrastructure Upgrades And Pennsylvania Rate Case Shape Investor Outlook

UGI Utilities, a subsidiary of NYSE:UGI, has begun major infrastructure upgrades in Lancaster, Pennsylvania, focused on gas system safety and reliability. The Pennsylvania Public Utility Commission has opened a formal investigation into UGI Utilities' proposed natural gas rate changes affecting nearly 690,000 customers statewide. These developments center on long term service quality, customer bills, and how UGI balances investment needs with regulatory oversight. UGI, through UGI...
NYSE:CPAY
NYSE:CPAYDiversified Financial

Corpay Sports Deals Expand Global Reach And Highlight Valuation Upside

Corpay (NYSE:CPAY) has entered into and extended several multi year partnerships across global sports. The company will serve as an official corporate foreign exchange and payments provider for LIV Golf, Rugby Australia, and Pramac Racing. These agreements broaden Corpay's presence across golf, rugby, and motorsport with long term visibility across multiple regions. Corpay, trading at around $334.12, has had mixed share performance, with an 11.2% gain year to date and a 57.2% return over 3...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

What F5 (FFIV)'s New AI Security Benchmarks Mean For Shareholders

On 26 February 2026, F5, Inc. launched new AI security threat intelligence tools, including the Comprehensive AI Security Index and Agentic Resistance Score leaderboards, giving enterprises standardized benchmarks to compare the risk profiles of widely used AI models. By pairing its CalypsoAI-derived vulnerability library, updated with more than 10,000 fresh attack prompts each month, with real-time attack intelligence, F5 is positioning its platform as a reference point for measuring how...
NYSE:DRI
NYSE:DRIHospitality

Assessing Darden Restaurants (DRI) Valuation After Recent Share Price Momentum

Darden Restaurants stock: event driven update Darden Restaurants (DRI) has drawn investor attention after recent share price moves, with the stock last closing at US$214.83. That price sits about 10.3% below one intrinsic value estimate. See our latest analysis for Darden Restaurants. That recent move to US$214.83 comes after a 9.11% 1 month share price return and a 19.63% 3 month share price return, while the 5 year total shareholder return of 84.91% points to momentum that has built over a...
NYSE:DBRG
NYSE:DBRGCapital Markets

DigitalBridge Group (DBRG) Q4 EPS Jump Tests Bulls’ Earnings Growth Narrative

DigitalBridge Group (DBRG) closed out FY 2025 with fourth quarter revenue of US$47.9 million and basic EPS of US$0.26, while trailing twelve month basic EPS stood at US$0.48 on revenue of US$94.0 million, alongside a reported 93.2% net margin that includes the impact of a large one off loss earlier in the year. The company has seen quarterly revenue move between US$3.8 million and US$47.9 million over the past four quarters while basic EPS ranged from US$0.02 to US$0.26, giving investors a...
NasdaqGS:AXON
NasdaqGS:AXONAerospace & Defense

Axon Enterprise (AXON) Margin Compression Challenges Bullish Growth Narratives After FY 2025 Results

Axon Enterprise (AXON) closed out FY 2025 with Q4 revenue of US$796.7 million and basic EPS of US$0.03, alongside trailing twelve month revenue of US$2.8 billion and EPS of US$1.60 that sit against a net profit margin of 4.5% versus 18.1% a year earlier. The company has seen revenue move from US$575.1 million in Q4 2024 to US$796.7 million in Q4 2025, while quarterly basic EPS shifted from US$1.77 to US$0.03 over the same period, with a US$107.5 million one off gain influencing the trailing...
NYSE:WTS
NYSE:WTSMachinery

How Investors May Respond To Watts Water Technologies (WTS) Nexa Expansion And Capital Return Moves

In recent days, Watts Water Technologies disclosed its 2025 Form 10-K showing robust performance, five acquisitions, and ongoing investment in its Nexa intelligent water management platform, alongside a quarterly dividend and share repurchases, while director Timothy P. Horne previously sold 7,500 Class A shares for about US$2.47 million. Together, these developments highlight how Watts Water is pairing investment in smart, connected water solutions and ERP systems with continued capital...
NasdaqGS:MNST
NasdaqGS:MNSTBeverage

Is It Too Late To Consider Monster Beverage (MNST) After Its Strong Share Price Run

If you are wondering whether Monster Beverage's share price still offers value after a strong run, this article walks through what the current valuation might be telling you. The stock last closed at US$86.66, with returns of 5.7% over 7 days, 6.4% over 30 days, 13.8% year to date, 66.9% over 1 year, 69.7% over 3 years and 104.7% over 5 years. These figures raise fair questions about whether the current price fully reflects the company's prospects or risk profile. Recent coverage has focused...
NYSE:LEU
NYSE:LEUOil and Gas

Is It Time To Reassess Centrus Energy (LEU) After Its 135.7% One-Year Surge

If you are wondering whether Centrus Energy shares still offer value after a strong run, the starting point is to understand what the current price is really giving you. The stock last closed at US$210.96, with returns of 1.0% over 7 days, a 31.8% decline over 30 days, a 22.6% decline year to date, and a 135.7% gain over the past year. This can signal shifting expectations around both opportunity and risk. Recent news coverage has focused on Centrus Energy's role in the nuclear fuel supply...
NasdaqGS:VSEC
NasdaqGS:VSECAerospace & Defense

Is VSE’s Strong Q4 Beat And 2026 Outlook Altering The Investment Case For VSE (VSEC)?

VSE Corporation recently reported Q4 2025 results that exceeded analyst expectations on both revenue and earnings, with operating margin improving to 10.8%, and issued full‑year 2026 guidance calling for approximately 19% to 23% revenue growth supported by the Aero 3 and Turbine Weld acquisitions. Alongside affirming a regular US$0.10 per‑share quarterly dividend, VSE marked its first year above US$1.00 billion in aviation revenue after completing its shift to a pure aviation aftermarket...
NYSE:CNS
NYSE:CNSCapital Markets

Is Cohen & Steers (CNS) Pricing In Too Much Optimism After Real Assets Focus News?

If you are wondering whether Cohen & Steers is attractively priced right now, this article walks through what the current share price may or may not be reflecting about its underlying value. The stock last closed at US$67.14, with returns of 0.4% over 7 days, 3.1% over 30 days, 5.6% year to date, 4.1% over 3 years and 22.0% over 5 years, alongside a 19.7% decline over the past year that some investors may see as a reset in expectations. Recent news coverage has focused on Cohen & Steers as a...
NasdaqCM:AHCO
NasdaqCM:AHCOHealthcare

Why AdaptHealth (AHCO) Is Down 9.7% After 2025 Loss, Impairment And 2026 Guidance Update – And What’s Next

In late February 2026, AdaptHealth Corp. reported full-year 2025 results showing net revenue of US$3,244.86 million and a net loss of US$70.79 million, driven in part by a US$127.99 million goodwill impairment, while also outlining 2026 revenue guidance of US$3.44 billion to US$3.51 billion. Alongside these results, management highlighted record patient volumes, the launch of a large capitated contract, and fresh home medical equipment acquisitions funded partly by a US$100 million revolver...
NasdaqGS:SAFT
NasdaqGS:SAFTInsurance

Safety Insurance Group (SAFT) Sub 100% Combined Ratios Challenge Long Term Earnings Decline Narrative

Safety Insurance Group (SAFT) has wrapped up FY 2025 with Q4 revenue of US$319.3 million and basic EPS of US$1.37, rounding out a year in which trailing twelve month revenue reached about US$1.26 billion and EPS came in at US$6.75. Over recent quarters, the company has seen revenue move from US$286.7 million and EPS of US$0.55 in Q4 2024 to the latest Q4 2025 levels. The trailing net profit margin of 7.9% sits above the 6.3% recorded a year earlier, setting up a results season where higher...
NasdaqGM:LGND
NasdaqGM:LGNDPharmaceuticals

Assessing Ligand Pharmaceuticals (LGND) Valuation After Strong One Year Returns And Elevated P/E Ratio

Event context and recent share performance Ligand Pharmaceuticals (LGND) has been drawing attention after a period of mixed share performance, with a roughly 0.3% gain over the past month and a 3.5% decline over the past 3 months. For investors tracking the name, the recent 1 day move of about 2.5% and 1 week return of roughly 5.3% sit alongside a 1 year total return near 70%, all against a last close of US$196.17. See our latest analysis for Ligand Pharmaceuticals. The recent 2.5% 1 day...
NYSE:GL
NYSE:GLInsurance

Globe Life (GL) Valuation Check As Dividend Rises And New Directors Join The Board

Globe Life (GL) has raised its quarterly dividend to US$0.33 per share and set payment for May 1, 2026. The company has also added Derek T. Kan and Sandra L. Phillips to its board. See our latest analysis for Globe Life. At a share price of US$146.08, Globe Life has seen a 6.33% 30 day share price return and an 8.42% 90 day share price return. Its 1 year total shareholder return of 18.60% suggests recent momentum has added to longer term gains, with the dividend increase and board refresh...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

Is It Time To Reassess AMD (AMD) After Its Recent Share Price Pullback?

If you are wondering whether Advanced Micro Devices (AMD) still offers value at current levels, this article will walk through what the market price might be implying about the stock. AMD last closed at US$203.68, with returns of 0.2% over the past 7 days, a 19.2% decline over the past 30 days, a 8.9% decline year to date, a 104.7% return over 1 year and 153.2% over 3 years. These moves have come alongside continued attention on AMD as a major player in high performance computing and...
NYSE:MSCI
NYSE:MSCICapital Markets

Why MSCI (MSCI) Is Up 5.9% After New AI, ETF, and Index Partnerships – And What's Next

In recent months, MSCI has reported solid Q4 2025 results while rolling out AI-powered data tools, renewing its long-term ETF agreement with BlackRock, collaborating with Allfunds, and entering a new agreement with the NYSE to deepen its role in investment data and index infrastructure. Taken together, these moves suggest MSCI is working to embed its data and analytics more deeply across client workflows, potentially reinforcing the recurring nature and breadth of its revenue streams. Now...
NasdaqGS:KRYS
NasdaqGS:KRYSBiotechs

Krystal Biotech (KRYS) Is Up 5.6% After Stronger 2025 Profitability And EPS Growth Has The Bull Case Changed?

Krystal Biotech reported fourth-quarter 2025 net income of US$51.4 million and full-year net income of US$204.83 million, with both basic and diluted earnings per share increasing compared with the prior year. Alongside these stronger earnings, the company is drawing heightened attention from Wall Street and industry events, as analysts reiterate positive views on its genetic medicines platform and leadership participates in high-profile healthcare conferences. With this earnings momentum as...
NYSE:KEYS
NYSE:KEYSElectronic

Keysight Technologies (KEYS) Is Up 27.8% After Strong Q1 And AI Data Center Momentum - Has The Bull Case Changed?

In late February 2026, Keysight Technologies reported first-quarter revenue of US$1.60 billion and net income of US$281 million, issued second-quarter guidance implying very strong year-on-year growth, and highlighted demand from AI data centers, next-generation connectivity, and defense as key drivers. Beyond the headline beat, Keysight’s flurry of new test solutions for AI data centers, 6G, satellite connectivity, and intelligent AI-RAN at Mobile World Congress 2026 underscored how deeply...