U.S. Tech Hardware Stock News

NasdaqGS:TTAN
NasdaqGS:TTANSoftware

Is ServiceTitan (TTAN) Now Attractive After Sharp Post‑Listing Share Price Slide?

If you are wondering whether ServiceTitan is attractively priced after its recent listing, this article will walk through what the current share price might be implying about future expectations. The stock closed at US$61.18 most recently, with a 0.2% decline over 7 days, a 39.7% decline over 30 days, a 39.8% decline year to date and a 37.9% decline over 1 year, which naturally raises questions about how the risk and return trade off looks today. Recent headlines have focused on ServiceTitan...
NYSE:CUBI
NYSE:CUBIBanks

Customers Bancorp Buyback Tests Balance Between Capital Returns And Growth

Customers Bancorp (NYSE:CUBI) has launched a new $100 million share repurchase program authorized by its Board of Directors. The buyback gives the bank a flexible tool to manage capital while signaling confidence in its financial position. The authorization comes as Customers Bancorp continues to focus on supporting clients and long term growth plans. Customers Bancorp, trading at $71.67, has seen its share price move around recently, with a 7 day return of 6.6% decline and a 30 day return...
NYSE:XIFR
NYSE:XIFRRenewable Energy

Assessing XPLR Infrastructure (XIFR) Valuation After Mixed Q4 Results And Credit Facility Amendment

XPLR Infrastructure (XIFR) is back on investors’ radar after Q4 2025 results showed a shift to quarterly profitability, along with a newly amended revolving credit facility aimed at reshaping its balance sheet and liquidity profile. See our latest analysis for XPLR Infrastructure. Despite a 3.9% one day share price decline to US$10.65 after the Q4 report, XPLR Infrastructure’s 7 day share price return of 8.5% and 90 day gain of 13.4% suggest improving momentum, set against a 1 year total...
NYSE:DK
NYSE:DKOil and Gas

Is Delek US Holdings (DK) Still Attractive After A 99% One Year Share Price Surge

If you are wondering whether Delek US Holdings at around US$33 is offering good value or asking too much, you are not alone in questioning what the current share price actually reflects. The stock has seen a 1 year return of 99.4%, with shorter term moves of a 2.7% decline over 7 days, an 11.6% gain over 30 days, and a 10.9% return year to date. These changes can influence how investors view both its potential and its risks. Recent coverage has focused on Delek US Holdings as a US listed...
NasdaqGM:NVTS
NasdaqGM:NVTSSemiconductor

Navitas SiC Launch Tests Growth Story In AI And Energy Markets

Navitas Semiconductor (NasdaqGM:NVTS) has launched its 5th-generation GeneSiC silicon carbide Trench-Assisted Planar MOSFET platform. The new high-voltage SiC technology is aimed at AI data centers, energy infrastructure, and industrial applications. The platform is designed to deliver higher efficiency, reliability, and ruggedness for demanding power electronics use cases. For investors watching Navitas Semiconductor at a share price of $8.37, this launch is closely aligned with the...
NasdaqGS:AKAM
NasdaqGS:AKAMIT

Akamai Technologies (AKAM) Valuation After AI Inference Cloud Momentum And Strong Quarterly Performance

Why Akamai’s latest earnings moved the stock Akamai Technologies (AKAM) gained attention after its Q3 2025 report, as shares rose 14.7% on stronger Cloud Infrastructure Services revenue, steady security segment performance, upbeat full year EPS guidance and enthusiasm around its NVIDIA powered Akamai Inference Cloud. See our latest analysis for Akamai Technologies. The latest jump builds on positive momentum, with a 90 day share price return of 20.01% and a 3 year total shareholder return of...
NYSE:TGT
NYSE:TGTConsumer Retailing

Target’s Pivot to Store‑Centric Staffing Might Change The Case For Investing In Target (TGT)

In early February 2026, Target announced it will cut about 500 corporate, regional and supply chain roles, streamline store districts and overhaul its leadership team, while reaffirming guidance for fourth-quarter 2025 sales and full‑year earnings. The company plans to redirect savings from these reductions into more store payroll and training, signalling a clear pivot toward a store‑centric operating model and an intensified focus on elevating the in‑store guest experience. Next, we’ll...
NasdaqGS:DPZ
NasdaqGS:DPZHospitality

Assessing Domino’s Pizza (DPZ) Valuation After Recent Share Price Weakness

Domino's Pizza stock update Domino's Pizza (DPZ) has drawn investor attention after a stretch of weaker recent returns, with the share price showing declines over the past week, month, past 3 months and year, set against a backdrop of ongoing revenue and net income growth. See our latest analysis for Domino's Pizza. At around $381.78, Domino's recent share price return has been weak over the past month and year to date, while the 3 year and 5 year total shareholder returns remain positive...
NYSE:KO
NYSE:KOBeverage

Coca-Cola Leadership Shift And BODYARMOR Charge Refocus Investor Attention

Coca-Cola (NYSE:KO) plans for Henrique Braun to succeed James Quincey as CEO on March 31, 2026, marking a major leadership transition. The company recorded a US$960 million impairment charge on its BODYARMOR sports drink brand, reflecting tougher competition and slower growth for that business. Management also outlined a softer sales growth outlook for 2026 and reported a revenue shortfall versus estimates, the first in five years. Coca-Cola, the owner of brands such as Coke, Fanta and...
NYSE:NNN
NYSE:NNNRetail REITs

A Look At NNN REIT’s (NNN) Valuation After Its Recent Steady Share Price Performance

Why NNN REIT Is Back On Investors’ Radar NNN REIT (NNN) has caught investor attention after a steady run, with shares recently closing at $43.63 and showing positive total returns over the past month, past 3 months, year, and 5 years. See our latest analysis for NNN REIT. The recent 1 month share price return of 4.83% and year to date share price return of 10.37% suggest momentum is building, supported by a 1 year total shareholder return of 13.26% and 5 year total shareholder return of...
NasdaqGS:BMRN
NasdaqGS:BMRNBiotechs

BioMarin Balances VOXZOGO Canada Win With Debt Funded Amicus Expansion

BioMarin Pharmaceutical (NasdaqGS:BMRN) received a Notice of Compliance with Conditions from Health Canada for VOXZOGO, expanding access to its achondroplasia treatment in Canada. The company is progressing a large notes offering intended to help fund its pending acquisition of Amicus Therapeutics. These developments come as BioMarin shares trade at $59.94, with a 4.9% return over the past week and 8.6% over the past month. For you as an investor, BioMarin sits at an interesting point. The...
NYSE:HUM
NYSE:HUMHealthcare

Humana Bets On Google Cloud AI To Tackle Costs And Service

Humana launched Agent Assist with Google Cloud, an AI powered tool designed to support member advocates during service calls. The solution provides real time call summarization, prompts for next best actions, and quicker access to member benefit information. Agent Assist is part of Humana's broader digital transformation efforts focused on responsible AI use and more efficient member support. For investors watching NYSE:HUM, this launch comes at a time when the stock has faced pressure,...
NasdaqCM:MBIN
NasdaqCM:MBINDiversified Financial

Assessing Merchants Bancorp (MBIN) Valuation After A Strong Multi‑Month Share Price Rally

What is moving Merchants Bancorp shares right now? Merchants Bancorp (MBIN) has drawn investor attention after a strong recent price run, with shares showing double digit returns over the past month and past 3 months, prompting closer scrutiny of its valuation and fundamentals. See our latest analysis for Merchants Bancorp. Beyond the recent surge, Merchants Bancorp’s share price has built strong momentum over 2024 so far, with a year to date share price return of 42.37% and a 5 year total...
NYSE:PAG
NYSE:PAGSpecialty Retail

Assessing Penske Automotive Group (PAG) Valuation After Recent Share Price Momentum

What Penske Automotive Group’s Latest Performance Means for Investors Penske Automotive Group (PAG) has drawn fresh investor attention after recent share price moves, with the stock closing at $177.24 and showing positive returns over the past week, month and past 3 months. See our latest analysis for Penske Automotive Group. Beyond the latest move to $177.24, Penske Automotive Group’s 12.06% year to date share price return sits alongside a 1 year total shareholder return of 3.96% and a 5...
NasdaqGS:BYND
NasdaqGS:BYNDFood

Assessing Beyond Meat (BYND) Valuation After Its Prolonged Share Price Weakness

Why Beyond Meat (BYND) Is Back on Many Watchlists Beyond Meat (BYND) has drawn fresh attention after its share price closed at US$0.69, with the stock showing mixed short term moves and deeper declines over the past year and past 3 months. See our latest analysis for Beyond Meat. That recent close at US$0.6915 comes after a 3.81% 7 day share price return, but a 26.98% 30 day and 35.97% 90 day share price decline, alongside a much deeper 82.09% 1 year total shareholder return loss that has...
NYSE:NI
NYSE:NIIntegrated Utilities

NiSource Taps Amazon Data Centers To Anchor Long Term Growth Plan

NiSource (NYSE:NI) has secured a long term electricity supply contract with Amazon subsidiary ADS for its data centers. The agreement covers utility scale power needs that are expected to support ADS facilities over multiple years. The deal is described by NiSource as a transformational step in its infrastructure investment and growth plans. NiSource runs regulated utility operations, and this contract ties that core business directly to the ongoing build out of data center capacity. As...
NYSE:DAL
NYSE:DALAirlines

Delta Widebody Deal And Insider Sales Shape Valuation Debate For Investors

Delta Air Lines (NYSE:DAL) has entered a definitive agreement with Airbus to purchase new widebody aircraft, marking a fresh step in its fleet plans. Senior executives at Delta have recently completed sizable insider stock sales, adding a new data point for investors watching leadership decisions. These developments come as the airline sector continues to adjust capacity plans, cost structures, and operational priorities after several years of disruption. Delta Air Lines, one of the largest...
NasdaqGS:FTNT
NasdaqGS:FTNTSoftware

Fortinet FortiSIEM AI Upgrade Tests Platform Growth And Margin Resilience

Fortinet (NasdaqGS:FTNT) has announced a major upgrade to its FortiSIEM platform, adding AI driven incident response and enhanced threat detection. The update also introduces expanded data sovereignty options aimed at meeting differing regional requirements. The company highlighted strong international revenue performance alongside these product changes. For investors watching NasdaqGS:FTNT, this product update arrives with the stock at $84.26 and a mixed return profile, including a 10.3%...
NasdaqGM:IESC
NasdaqGM:IESCConstruction

IES Holdings (IESC) Is Up 21.2% After Profit Jump And Completed Buyback Program - What's Changed

In January 2026, IES Holdings, Inc. reported first-quarter 2025 results showing sales of US$870.96 million and net income of US$91.44 million, both higher than a year earlier, alongside basic earnings per share from continuing operations of US$4.58. The company also disclosed that it completed a previously announced share repurchase program totaling 186,000 shares for US$33.04 million, highlighting disciplined capital allocation without additional buybacks in the latest quarter. With this...
NYSE:ETR
NYSE:ETRElectric Utilities

Is Entergy (ETR) Pricing Fair After Strong Multi Year Share Price Gains?

If you are wondering whether Entergy's current share price really reflects its underlying value, you are not alone. This article is built to help you put a clear number on that question. Entergy's stock last closed at US$101.96, with returns of 5.2% over the past 7 days, 8.0% over 30 days, 8.6% year to date, 25.8% over 1 year, 109.7% over 3 years and 160.2% over 5 years. This raises fair questions about how much of the story is already priced in. Recent coverage around regulated utilities...
NasdaqGM:MDB
NasdaqGM:MDBIT

MongoDB (MDB) Is Up 9.3% After Goldman Praises Its AI Edge – Has The Bull Case Changed?

Earlier this week, MongoDB drew fresh attention after a Goldman Sachs research note highlighted the company’s durable economics, mission-critical database platform, and active AI-focused product innovation. The report also eased concerns that AI could undercut MongoDB, instead framing AI as a potential reinforcement of its long-term role in modern data infrastructure. Next, we’ll examine how Goldman Sachs’ emphasis on MongoDB’s AI product innovation and mission-critical positioning may...
NYSE:ETSY
NYSE:ETSYMultiline Retail

Etsy Google AI Shopping Tie Up Sparks Questions On Value And Risks

Etsy (NYSE:ETSY) has partnered with Google as a co-developer on the new Universal Commerce Protocol. The initiative is designed to enable direct purchases from Etsy within AI powered Google search tools. The collaboration aims to integrate Etsy's marketplace into emerging AI driven shopping experiences on Google. Etsy runs a global marketplace focused on unique and handmade goods, connecting independent sellers with buyers who want more personalized products. As retail and e commerce...
NasdaqGS:MLCO
NasdaqGS:MLCOHospitality

Assessing Melco Resorts & Entertainment (MLCO) Valuation After Recent Share Price Weakness

What recent returns are signaling for Melco Resorts & Entertainment Melco Resorts & Entertainment (MLCO) has been under pressure, with the share price showing a 12.5% decline in the latest session, adding to weakness over the past week, month, and past 3 months. For investors tracking performance, the stock shows an 18.2% decline over the past month and a 40.5% decline over the past 3 months, contributing to a 28.2% drop year to date and a 6.3% total return decline over 1 year. See our latest...
NasdaqGS:CSX
NasdaqGS:CSXTransportation

A Look At CSX (CSX) Valuation After The Wabtec Locomotive Upgrade Agreement

CSX (CSX) has drawn fresh attention after announcing a US$670 million agreement with Wabtec to add 100 new Evolution Series locomotives and modernize 50 units, targeting fuel efficiency, reliability, and extended asset life. See our latest analysis for CSX. CSX shares trade at US$40.70, with a 30 day share price return of 12.49% and a 90 day gain of 16.62%, while the 1 year total shareholder return sits at 23.92%. This suggests momentum has been building over both shorter and longer periods...