U.S. Tech Hardware Stock News

NasdaqGM:CRSP
NasdaqGM:CRSPBiotechs

Assessing CRISPR Therapeutics (CRSP) Valuation After Recent Share Price Moves And DCF Upside Indications

CRISPR Therapeutics: Recent Moves and Performance Snapshot CRISPR Therapeutics (CRSP) has been drawing attention after recent share price moves. The stock closed at US$48.74 and showed mixed returns over the past week, month, and past three months. See our latest analysis for CRISPR Therapeutics. The recent 6.23% 1 day share price gain to US$48.74 comes after a softer patch, with a 30 day share price return of 15.95% and a year to date share price return of 9.35%. The 1 year total shareholder...
NasdaqGS:OTEX
NasdaqGS:OTEXSoftware

Open Text Q2 Margin Compression Challenges Bullish Earnings Growth Narrative

Open Text (NasdaqGS:OTEX) has just posted Q2 2026 results, with revenue of US$1.3 billion and basic EPS of US$0.67, setting the tone for how investors weigh the latest quarter against recent history. The company has seen quarterly revenue move between US$1.25 billion and US$1.33 billion over the last six reported periods, while basic EPS has ranged from US$0.11 to US$0.87. This puts the latest quarter somewhere in the middle of its recent earnings power, with margins continuing to be a key...
NYSE:MS
NYSE:MSCapital Markets

Morgan Stanley Links Power M&A Leadership With ESG Startup Pipeline

Morgan Stanley (NYSE:MS) is leading global mergers and acquisitions activity in the power sector. The firm is hosting its annual Inclusive & Sustainable Ventures Demo Day, focused on startups working on sustainability and inclusion. These developments highlight the bank’s involvement in both large scale power sector dealmaking and early stage ESG focused ventures. Morgan Stanley, a global financial services firm with a large investment banking franchise, is taking a visible role in power...
NasdaqGS:CATY
NasdaqGS:CATYBanks

Does Cathay (CATY) Adding Analyst Lana Chan Quietly Recalibrate Its Boardroom Risk Playbook?

Cathay General Bancorp recently appointed seasoned banking analyst Lana Chan as a Class I director, while long-serving director Jane Jelenko plans to retire on April 30, 2026, leaving the company with twelve directors, eight of whom are independent. Chan’s three decades of experience in bank analysis and her recent consulting role with Cathay Bank add a specialized insider perspective on investor engagement and risk oversight to the boardroom. Against this backdrop, we’ll explore how Chan’s...
NasdaqGS:VSEC
NasdaqGS:VSECAerospace & Defense

VSE Raises US$1.15b To Expand Aviation Scale With Precision Deal

VSE Corporation has completed large equity and composite units offerings to fund its acquisition of Precision Aviation Group, Inc. The capital raise is directly tied to closing this significant aviation services deal for VSE. The transaction marks a material capital markets event for VSE and its shareholders. For investors tracking NasdaqGS:VSEC, the financing comes at a time when the shares trade at $199.99, with the stock up 10.3% year to date and 89.8% over the past year. The move to use...
NYSE:TPR
NYSE:TPRLuxury

Tapestry (TPR) One Off US$881.1 Million Loss Tests Premium Valuation Narrative

Tapestry (TPR) has reported a busy Q2 2026, with revenue of US$2.5b and basic EPS of US$2.75, following Q1 2026 revenue of US$1.7b and basic EPS of US$1.32 as the business cycles through its key selling seasons. Over the past few quarters, total revenue has moved between US$1.5b and US$2.5b, while quarterly EPS has ranged from a loss of US$2.49 per share in Q4 2025 to a profit of US$2.75 in the latest period. This gives investors plenty to think about on earnings quality and margin...
NasdaqGS:MGNI
NasdaqGS:MGNIMedia

Is Magnite (MGNI) Turning Past Tech Spending Into a More Durable Free Cash Flow Engine?

Recently, Magnite reported that its independent sell-side advertising platform has delivered strong revenue gains and healthier free cash flow, giving it more flexibility to reinvest or return capital to investors. An interesting angle is that earlier spending on technology and platform expansion now appears to be translating into higher returns on capital for the business. Next, we’ll examine how Magnite’s improving free cash flow profitability may influence its longer-term investment...
NasdaqGS:MRX
NasdaqGS:MRXCapital Markets

Is It Too Late To Consider Marex Group (MRX) After Recent Share Price Gains?

For investors wondering whether Marex Group at around US$40.48 is offering good value right now or if the easy money has already been made, this article is designed to help you assess that using a clear valuation lens. The stock has logged returns of 2.5% over the last 7 days, 4.4% over 30 days, 6.7% year to date and 12.0% over the past year. This naturally raises questions about what is already priced in and how much risk the market is assuming. Recent news coverage around Marex Group has...
NYSE:T
NYSE:TTelecom

AT&T Fiber Deal And Amazon Partnerships Meet Valuation Upside And Profit Risks

AT&T (NYSE:T) has completed its acquisition of Lumen’s Mass Markets fiber business, expanding its fiber footprint and customer reach. The company has also announced new collaborations with AWS and Amazon Leo to support connectivity, cloud services, and satellite broadband solutions. These moves were confirmed within the past week and are aimed at broadening AT&T’s role in nationwide connectivity for both consumers and enterprises. AT&T, trading at $27.13, is making fiber, cloud, and...
NasdaqCM:LMB
NasdaqCM:LMBConstruction

Assessing Limbach Holdings (LMB) Valuation After Mixed Short And Long Term Share Price Performance

Event context and recent stock performance Limbach Holdings (LMB) shares have recently drawn attention after a period of mixed returns, with gains over the past month and past 3 months contrasted by a negative 1 year total return. For investors, that combination of shorter term strength and a weaker 1 year outcome can raise questions about how current pricing lines up with the company’s fundamentals and recent financial results. See our latest analysis for Limbach Holdings. The recent pattern...
NYSE:EAF
NYSE:EAFElectrical

GrafTech International (EAF) Losses Deepen With US$219.8 Million TTM Hit Challenging Bullish Growth Narrative

GrafTech International (EAF) closed out FY 2025 with Q4 revenue of US$116.5 million and a basic EPS loss of US$2.50, alongside a trailing twelve month revenue base of US$504.1 million and an EPS loss of US$8.45. The company has seen quarterly revenue move between US$111.8 million and US$144.0 million over the 2025 fiscal year, while quarterly EPS losses ranged from US$1.10 to US$3.35. This has left margins under clear pressure for shareholders watching the path back toward profitability. See...
NYSE:OWL
NYSE:OWLCapital Markets

Blue Owl Capital OWL Quarter Highlights 2.7% Net Margin Compression Challenges Bullish Narratives

Blue Owl Capital (OWL) closed out FY 2025 with fourth quarter revenue of US$755.6 million and basic EPS of US$0.07, alongside net income of US$47.7 million, putting a clear set of numbers in front of investors watching the story unfold. The company reported revenue of US$600.9 million and EPS of US$0.05 in Q3 2024 and US$755.6 million and EPS of US$0.07 in Q4 2025, while trailing twelve month revenue reached US$2.9 billion and EPS came in at US$0.12. These figures frame a results season...
NasdaqGS:GILT
NasdaqGS:GILTCommunications

New LEO Ground-Infrastructure Deal Could Be A Game Changer For Gilat Satellite Networks (GILT)

In early February 2026, Gilat Satellite Networks announced an order of over US$10,000,000 for its Wavestream Powerstream Ka solid state power amplifiers to support the ongoing rollout of ground infrastructure for a leading Low Earth Orbit constellation over the next 12 months. This order underlines Gilat’s role in supplying critical multi-orbit gateway equipment that supports continuous, high-capacity operations across LEO, MEO, and GEO satellite networks. Next, we’ll examine how this...
NYSE:TFIN
NYSE:TFINBanks

Triumph Financial Deepens Freight Ties While Tightening Factoring Margins

Triumph Financial (NYSE:TFIN) has expanded its payments network to include eight of the ten largest U.S. freight logistics firms. The company recently added JB Hunt to its roster of logistics partners, broadening its reach in freight payments. Alongside the network expansion, Triumph Financial is rolling out automation and workforce reductions in its factoring segment to support margin improvements. These moves come as the trucking sector continues to face industry headwinds. Triumph...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Palantir Cognizant AI Deal Tests Valuation And Shifts Growth Expectations

Palantir Technologies (NasdaqGS:PLTR) announced a new partnership with Cognizant to roll out AI-driven modernization solutions for healthcare and enterprise clients. The collaboration is focused on secure, AI-enabled tools designed for highly regulated sectors and complex, mission-critical workflows. The deal highlights Palantir’s push to expand beyond government contracts into broader commercial use cases for its platforms. Palantir enters this agreement with Cognizant with its shares at...
NasdaqGS:ADPT
NasdaqGS:ADPTLife Sciences

Adaptive Biotechnologies (ADPT) Q4 Loss Narrows Yet Premium Valuation Tests Bullish Narratives

Adaptive Biotechnologies (ADPT) closed out FY 2025 with Q4 revenue of US$71.7 million and a basic EPS loss of US$0.09, alongside net income excluding extra items of a US$13.6 million loss. This provides a clear snapshot of where the business stands after a volatile year. The company reported revenue of US$47.5 million in Q4 2024 and US$71.7 million in Q4 2025, while basic EPS moved from a loss of US$0.23 to a loss of US$0.09 over the same period. This places the focus on how far these revenue...
NYSE:TSN
NYSE:TSNFood

Tyson Foods Cleans Up Labels To Align With Guidelines And Investors

Tyson Foods is removing artificial ingredients from its prepared foods to align with newly updated US dietary guidelines. The move connects its product lineup more closely to federal recommendations that emphasize whole foods and protein. This shift targets changing consumer preferences and potential future government standards around food quality and labeling. For investors watching Tyson Foods (NYSE:TSN), this product reset offers a perspective beyond usual earnings headlines. The shares...
NasdaqGS:TEAM
NasdaqGS:TEAMSoftware

Assessing Atlassian (NasdaqGS:TEAM) Valuation After A Sharp Share Price Pullback

Recent share performance and valuation signals Atlassian (TEAM) has drawn attention after a sharp pullback, with the share price around $94.72 and negative returns over the past month and past 3 months raising fresh questions about how to think about the stock today. See our latest analysis for Atlassian. The recent 19.9% 7 day share price decline caps a tough stretch for Atlassian, with the 1 year total shareholder return of 69.9% and 5 year total shareholder return of 62.6% highlighting how...
NYSE:PSN
NYSE:PSNProfessional Services

Is Parsons (PSN) Fairly Priced After Mixed Returns And Government Contract Momentum

If you are wondering whether Parsons is offering fair value right now, you are not alone. Many investors are trying to work out what a reasonable price looks like for this stock. Parsons recently closed at US$69.44, with returns of 5.6% over the last 30 days, 11.6% year to date, a 9.7% decline over 1 year, and gains of 52.8% over 3 years and 76.0% over 5 years. Taken together, this gives a mixed picture of recent and longer term performance. Recent news around Parsons has focused on its...
NYSE:BW
NYSE:BWElectrical

A Look At Babcock & Wilcox (BW) Valuation After New ASELSAN Electronic Warfare Partnership

Babcock & Wilcox Enterprises (BW) stock is back in focus after the company signed a Memorandum of Understanding with ASELSAN to explore a new electronic warfare training system for the UK Royal Air Force. See our latest analysis for Babcock & Wilcox Enterprises. The ASELSAN agreement arrives after a sharp pick up in momentum, with Babcock & Wilcox’s 30 day share price return of 60.47% and year to date share price return of 49.61% building on a very large 1 year total shareholder return. The...
NYSE:NU
NYSE:NUBanks

A Look At Nu Holdings (NU) Valuation After US Approval For New National Bank

What the new US national bank means for Nu Holdings shareholders Nu Holdings (NYSE:NU) just cleared a key hurdle in its push into the United States, securing conditional OCC approval to form Nubank, N.A., which would operate under a federal banking framework. This green light, combined with leadership appointments at the new US bank and prior regulatory progress in Mexico and Brazil, gives investors a fresh reference point for thinking about Nu’s scale, product mix, and potential long term...
NasdaqGS:UPST
NasdaqGS:UPSTConsumer Finance

Will Earnings Hopes And Rate-Cap Debates Change Upstart Holdings' (UPST) AI Lending Narrative?

In recent days, attention on Upstart Holdings has intensified as investors prepare for its February 10, 2026 earnings release, with expectations for materially higher year-over-year earnings per share and revenue. At the same time, Upstart’s AI-driven alternative to traditional FICO underwriting is drawing fresh scrutiny and interest amid shifting fintech sentiment and regulatory debates over potential interest-rate caps. With these earnings expectations and regulatory discussions in focus,...
NYSE:SPHR
NYSE:SPHREntertainment

Did Infosys Theater Rebrand and New Credit Lines Just Reframe Sphere Entertainment's (SPHR) Monetization Strategy?

In early February 2026, the MSG Family of Companies and Infosys extended their partnership, renaming the 5,600-seat Theater at Madison Square Garden as the Infosys Theater and expanding Infosys’ digital innovation and branding presence across the venue complex and its sports franchises. This deepened collaboration underlines how Sphere Entertainment’s broader ecosystem is increasingly monetizing sponsorship, technology integration, and fan-experience enhancements across high-profile...
NYSE:EL
NYSE:ELPersonal Products

Estée Lauder (EL) Returns To Quarterly Profit With US$0.45 EPS Challenging Bearish Narratives

Estée Lauder Companies (EL) just posted Q2 2026 results with revenue of US$4.2 billion and basic EPS of US$0.45, alongside net income of US$162 million, putting the latest quarter firmly back in profit territory. Over the past few quarters, revenue has moved from US$3.4 billion in Q1 2025 and US$4.0 billion in Q2 2025 to US$3.5 billion in Q3 2025, US$3.4 billion in Q4 2025, US$3.5 billion in Q1 2026, and now US$4.2 billion in Q2 2026. Basic EPS has ranged from losses of US$1.64 in Q2 2025 and...