U.S. Tech Hardware Stock News

NasdaqGS:UPWK
NasdaqGS:UPWKProfessional Services

Is Upwork (UPWK) Offering Value After Recent Share Price Weakness?

If you are wondering whether Upwork's current share price reflects its long term potential, this article walks through what the numbers actually say about value. The stock recently closed at US$17.05, with returns of 16.9% decline over 7 days, 17.3% decline over 30 days, a 14.1% decline year to date, an 8.3% gain over 1 year, a 26.7% gain over 3 years, and a 68.0% decline over 5 years. These mixed returns have come alongside ongoing attention on freelancing platforms and how flexible work...
NasdaqGS:PGNY
NasdaqGS:PGNYHealthcare

Progyny (PGNY) Valuation Check After Mixed Share Price Performance And Elevated P/E Multiple

Progyny (PGNY) has drawn investor attention after recent trading, with the share price last closing at US$22.77 and mixed returns over the past year, including a decline over the past month and a gain over the past 3 months. See our latest analysis for Progyny. The recent 30 day share price return of a 14.59% decline, alongside a 7.17% drop over the past week, contrasts with a 26.43% gain over 90 days. Meanwhile, the 1 year total shareholder return of 0.22% and 5 year total shareholder...
NYSE:WT
NYSE:WTCapital Markets

Is It Too Late To Consider WisdomTree (WT) After Its Strong Share Price Run?

If you are wondering whether WisdomTree's recent share price leaves much value still on the table, you are not alone. This article is built to help you make sense of what the current price might imply. WisdomTree's share price recently closed at US$16.23, with returns of 23.8% over 30 days, 29.7% year to date, 68.8% over 1 year and a very large gain over 3 and 5 years. Recent coverage has focused on WisdomTree's position within the diversified financials space and how investors are reacting...
NasdaqGS:PENN
NasdaqGS:PENNHospitality

Analyst Reset On PENN Entertainment (PENN) Prompts Fresh Look At Valuation And Potential Upside

Analyst sentiment shift puts PENN Entertainment (PENN) under closer investor scrutiny Recent analyst updates on PENN Entertainment (PENN), including lower expectations and revised recommendations, have put the casino and online betting operator back in focus for investors assessing risk, reward, and timing. See our latest analysis for PENN Entertainment. PENN Entertainment’s recent analyst reset comes after a choppy stretch, with a 1-day share price return of 4.32% at US$13.04 contrasting...
NYSE:RF
NYSE:RFBanks

Is Regions Financial (RF) Balancing Tech Upgrades and Community Giving to Sharpen Its Competitive Edge?

In January 2026, Regions Financial announced a partnership with payments technology firm Worldpay to upgrade how its business clients accept payments and manage cash flow, while its charitable arm committed US$100,000 in disaster recovery grants across Middle Tennessee and North Mississippi after a major winter storm. Together, the Worldpay collaboration and targeted storm relief efforts highlight Regions Financial’s dual focus on modernizing client services and reinforcing its community...
NasdaqGS:MANH
NasdaqGS:MANHSoftware

A Look At Manhattan Associates (MANH) Valuation After Earnings Beat And 2026 Outlook Update

Manhattan Associates (MANH) just reported fourth quarter and full year 2025 results that came in ahead of Wall Street expectations, alongside fresh 2026 guidance and an update on its long running share repurchase program. See our latest analysis for Manhattan Associates. Despite the earnings beat and new guidance, the share price has had a tough stretch, with a 30-day share price return of 16.85% and a 90-day share price return of 21.07% contributing to a 1-year total shareholder return of...
NasdaqGS:LITE
NasdaqGS:LITECommunications

Lumentum Holdings (LITE) One Off Gain Clouds Profitability Turnaround Narrative

Lumentum Holdings (LITE) Q2 2026 earnings snapshot Lumentum Holdings (LITE) reported Q2 2026 revenue of US$665.5 million with basic EPS of US$1.10, alongside quarterly net income of US$78.2 million as the company continued to report profits over the trailing twelve months. The company’s revenue moved from US$402.2 million in Q2 2025 to US$665.5 million in Q2 2026, while quarterly basic EPS shifted from a loss of US$0.88 to a profit of US$1.10 over the same period, indicating a very different...
NYSE:OGE
NYSE:OGEElectric Utilities

Heightened Oversight of OG&E’s Resource Bids Might Change The Case For Investing In OGE Energy (OGE)

The Public Utility Division of the Oklahoma Corporation Commission has moved to hire an independent evaluator to oversee Oklahoma Gas and Electric Company’s 2026 All Source RFP, following concerns about the company’s self-bidding and project choices that could raise costs for customers. This push for third-party oversight highlights growing regulatory unease about how OG&E structures its resource procurement, with potential implications for future rate decisions and capital planning. We’ll...
NYSE:KN
NYSE:KNElectronic

Knowles CEO Share Sale Raises Questions On Valuation And Earnings Outlook

Knowles (NYSE:KN) CEO Jeffrey Niew recently sold a significant portion of his directly held shares. The sale took place after a period of strong earnings momentum for the company. The transaction occurred ahead of the company’s upcoming results announcement. Knowles, a supplier of acoustic components and audio solutions, operates across consumer electronics, industrial applications and other audio intensive end markets. The recent insider sale follows a stretch of solid financial...
NYSE:MKL
NYSE:MKLInsurance

How Markel Group’s Strong Q4 2025 Earnings Will Impact Markel Group (MKL) Investors

Markel Group Inc. has reported its fourth-quarter 2025 results, with revenue rising to US$4,007.97 million and net income reaching US$576.81 million, while full-year net income came in at US$2.11 billion. Despite lower full-year earnings per share from continuing operations, the company delivered higher quarterly EPS than a year ago, highlighting a strong finish to 2025. With quarterly earnings per share from continuing operations improving year on year, we’ll examine how this shapes Markel...
NasdaqGS:PCAR
NasdaqGS:PCARMachinery

Assessing PACCAR (PCAR) Valuation After Q4 Revenue Beat And Softer Truck Market

Fourth quarter earnings reset expectations for PACCAR (PCAR) PACCAR (PCAR) is back in focus after its fourth quarter 2025 earnings, where sales of US$6,252.1 million and net income of US$556.9 million came in below the prior year but ahead of revenue forecasts. See our latest analysis for PACCAR. Despite the softer quarter, PACCAR’s share price has moved higher, with a 31.03% 90 day share price return and a 23.52% 1 year total shareholder return suggesting sentiment has improved rather than...
NYSE:MP
NYSE:MPMetals and Mining

MP Materials (MP) Is Down 9.6% After Trump Unveils $12 Billion Project Vault Strategic Stockpile Initiative

In recent days, President Donald Trump launched Project Vault, a US$12 billion plan funded by a US$10 billion Export-Import Bank loan and private capital to build a U.S. strategic stockpile of critical minerals, directly affecting rare earth producers such as MP Materials. The initiative reinforces rare earths as a national security priority, potentially elevating the role of domestic producers like MP Materials in future supply chain planning. We will now examine how Project Vault’s...
NYSE:UTI
NYSE:UTIConsumer Services

What Universal Technical Institute (UTI)'s Higher Sales But Lower Profit Reveals About Its Expansion Strategy

Universal Technical Institute, Inc. has reported past first-quarter 2026 results, with sales rising to US$220.84 million while net income fell to US$12.83 million compared with the previous year. This mixed update follows the company’s ongoing expansion in healthcare education through Concorde Career Colleges and new skilled trades programs, highlighting its push to broaden revenue sources even as profitability tightens. Next, we will examine how this combination of higher revenue but lower...
NYSE:BAH
NYSE:BAHProfessional Services

Is Booz Allen (BAH) Quietly Recasting Its Identity From Consultant To Cybersecurity Platform With Vellox Reverser?

Booz Allen Hamilton Holding recently launched Vellox Reverser, an AI-driven malware reverse engineering and threat intelligence product now broadly available to federal and commercial customers, while also expanding its role in Halcyon’s new Incident Response Partner Program alongside Beazley Security. The combination of automated malware analysis, historical campaign linkage, and integrated incident response positions Booz Allen more firmly as a full-spectrum cybersecurity solutions...
NasdaqGS:MDLZ
NasdaqGS:MDLZFood

Mondelez International (MDLZ) Margin Compression Challenges Defensive Snack-Narrative After Q4 2025 Results

Mondelez International (MDLZ) has wrapped up FY 2025 with fourth quarter revenue of US$10.5b and basic EPS of US$0.52, alongside net income of US$665m, setting the tone for how the full year is being judged. The company has seen quarterly revenue move from US$9.6b in Q4 2024 to US$10.5b in Q4 2025, while basic EPS shifted from US$1.31 to US$0.52 over the same period, giving investors a view of top line scale and per share profitability. With trailing net profit margins down over the past year...
NasdaqGS:CINF
NasdaqGS:CINFInsurance

Cincinnati Financial Dividend Hike And New Leaders Highlight Income Focus

Cincinnati Financial increased its quarterly dividend by 8%, marking its 66th consecutive year of dividend growth. The company announced new executive appointments in actuarial, reinsurance, and financial leadership roles. These updates highlight both shareholder returns and leadership changes at NasdaqGS:CINF. Cincinnati Financial, traded as NasdaqGS:CINF, recently reported a quarterly dividend increase alongside several leadership changes. The stock closed at $168.95, with a 1 year...
NYSE:AAT
NYSE:AATREITs

American Assets Trust (AAT) FFO Softness Tests Bullish Narratives After FY 2025 Results

American Assets Trust (AAT) has wrapped up FY 2025 with fourth quarter revenue of US$110.1 million, Funds From Operations of US$36.0 million and basic EPS of US$0.05. Trailing twelve month revenue stands at US$436.2 million with EPS at US$0.92. Over recent quarters the company has seen revenue move from US$112.2 million in Q4 2024 to US$110.1 million in Q4 2025, with basic EPS shifting from US$0.15 to US$0.05 across the same period. Taken together, this sets a cautious tone around earnings...
NYSE:ESS
NYSE:ESSResidential REITs

A Look At Essex Property Trust’s Valuation As 2025 Results Highlight Growth And Profitability Trade Offs

Essex Property Trust (ESS) has put fresh numbers on the table, reporting fourth quarter and full year 2025 results that combine higher revenue with weaker profitability and a cautious Core FFO outlook for 2026. See our latest analysis for Essex Property Trust. At a share price of $252.57, Essex Property Trust has seen a 2.01% 1 day share price return and a 2.89% 7 day share price return. Its 1 year total shareholder return shows an 11.39% decline, compared with a 20.52% gain over three years...
NasdaqGS:ROAD
NasdaqGS:ROADConstruction

Taking A Fresh Look At Construction Partners (ROAD) Valuation After Recent Share Price Moves

Event driven snapshot of Construction Partners Construction Partners (ROAD) has attracted fresh attention after recent share price moves, with the stock closing at $114.77. Investors are weighing this level against the company’s fundamentals, returns, and current valuation metrics. See our latest analysis for Construction Partners. After a small 2.37% decline in the latest session, the recent 2.33% year to date share price return sits alongside a 1 year total shareholder return of 41.83% and...
NasdaqCM:QUBT
NasdaqCM:QUBTTech

Assessing Quantum Computing (QUBT) Valuation After A Sharp Pullback From Multi Year Gains

Quantum Computing stock moves after recent trading performance Quantum Computing (QUBT) has come into focus after a sharp pullback, with the stock showing a 5.4% decline over the past day and double-digit negative returns over the past week and month. See our latest analysis for Quantum Computing. At a share price of $9.13, Quantum Computing’s recent pullback, with a 30.6% 90 day share price return decline, sits against a much stronger 3 year total shareholder return of more than 3.5x. This...
NasdaqGM:FRPT
NasdaqGM:FRPTFood

Is Freshpet (FRPT) Pricing Reflect Recent Share Slump And Premium Pet Food Growth Hopes

If you are wondering whether Freshpet stock is offering value at its current price, it helps to step back and look at what the recent share performance is really telling you. Freshpet shares last closed at US$69.20, with recent returns of 15.1% over 30 days and 15.0% year to date, set against a 7 day return of a 3.2% decline and a 1 year return of a 53.7% decline. Recent news flow around Freshpet has largely focused on its position in the premium pet food market and how investors are...
NYSE:WOLF
NYSE:WOLFSemiconductor

What Wolfspeed (WOLF)'s New AI-Focused Silicon Carbide Power Package Means For Shareholders

In late January 2026, Wolfspeed introduced its new TOLT silicon carbide power package portfolio for AI datacenter rack power supplies, designed to improve heat dissipation via top-side cooling and enable more compact, efficient systems. This launch highlights Wolfspeed’s role in supplying U.S.-based silicon carbide substrates for mission-critical infrastructure, aligning with efforts to bolster domestic semiconductor resilience for high-power AI and energy applications. Next, we’ll assess...
NasdaqGS:FAST
NasdaqGS:FASTTrade Distributors

Fastenal (FAST) Valuation Check After Q4 Revenue Miss And Higher 2026 Capital Spending Plan

Fastenal (FAST) is back in focus after fourth quarter revenue came in slightly below Wall Street expectations. Management pointed to softer demand and higher tariffs, and outlined a larger 2026 capital spending plan in response. See our latest analysis for Fastenal. The fourth quarter update and Barclays’ revised view come against a backdrop of strong recent share price momentum, with a 19.4% year to date share price return and a 34.1% total shareholder return over the past year, alongside a...
NasdaqGS:SYBT
NasdaqGS:SYBTBanks

Is Stock Yards Bancorp (SYBT) Pricing Match Its Mixed Returns And Earnings Valuation Signals

If you are wondering whether Stock Yards Bancorp at about US$69.54 is offering fair value right now, the key is to line up its price against what the business may be worth using a few different yardsticks. The stock has returned 2.8% over the last 7 days, 3.1% over the last 30 days, 6.7% year to date, but is still showing a 7.8% decline over the last year, even though the 3 year and 5 year returns sit at 21.7% and 60.8% respectively. These mixed returns sit against a backdrop where Stock...