U.S. Tech Hardware Stock News

NYSE:DHI
NYSE:DHIConsumer Durables

Assessing D.R. Horton (DHI) Valuation After Renewed Investor Interest

Why D.R. Horton (DHI) is back on investors’ radar D.R. Horton (DHI) has attracted renewed attention after recent share price moves, with the stock showing mixed short term performance but double digit total returns over the past year and multi year periods. For investors watching the homebuilding space, D.R. Horton’s current share price around $158.13, its recent value score of 1, and its recorded revenue and net income figures are providing fresh context for reassessing the stock. See our...
NYSE:AB
NYSE:ABCapital Markets

Is AllianceBernstein (AB) Pricing Look Full After Strong Multi‑Year Share Price Gains

If you are wondering whether AllianceBernstein Holding is fairly priced or offering value at its current level, this article walks through the key signals that matter for long term investors. The stock last closed at US$42.36, with reported returns of 2.6% over 7 days, 7.0% over 30 days, 9.6% year to date, 28.4% over 1 year, 36.5% over 3 years and 66.0% over 5 years, which gives useful context before assessing what you are paying for today. Recent share price moves have been covered...
NYSE:SYY
NYSE:SYYConsumer Retailing

A Look At Sysco (SYY) Valuation After Earnings Beat And Strong January Outlook

Sysco (SYY) shares recently moved higher after the company reported quarterly results that aligned with revenue expectations and delivered slightly better adjusted earnings, supported by improving case volumes and disciplined expense control. See our latest analysis for Sysco. The recent earnings beat and upbeat commentary on January trading have been reflected in Sysco’s 30-day share price return of 15.89% and year to date share price return of 16.52%, while the 1-year total shareholder...
NasdaqGS:AVAV
NasdaqGS:AVAVAerospace & Defense

Is AeroVironment (AVAV) Quietly Rewriting Its Defense Story Around Biotech And Airspace Software?

In late January 2026, the U.S. Air Force awarded UES, a division of AeroVironment, a US$75,000,000, five-year task order under the FRESH program and completed initial operation of a new BVLOS airspace management facility integrating AV_Halo COMMAND with CAL Analytics' AAM platform in Ohio. Together, these projects extend AeroVironment’s role beyond unmanned aircraft into advanced biotechnology, responsive materials, and integrated airspace management, deepening its ties with the Air Force...
NYSE:DRD
NYSE:DRDMetals and Mining

DRDGOLD (NYSE:DRD) Valuation Check After Five Year Wage Agreement And Recent Share Price Pullback

DRDGOLD (DRD) recently concluded a five year wage agreement with the National Union of Mineworkers at its Ergo Mining operations, easing strike risks and giving investors clearer visibility on labour stability and production continuity. See our latest analysis for DRDGOLD. Despite the new five year wage agreement, DRDGOLD’s share price has come under pressure in the short term, with a 1 day share price return of a 5.1% decline and a 7 day share price return of a 12.6% decline. Its 90 day...
NYSE:MA
NYSE:MADiversified Financial

Is Mastercard’s 2025 Earnings Jump and Agent Suite Pivot Altering The Investment Case For MA?

Mastercard recently reported its full-year 2025 results, with sales rising to US$32.79 billion and net income reaching US$14.97 billion, alongside announcing a 4% workforce reduction, a US$200 million restructuring charge and completion of US$8.77 billion in share repurchases under its 2024 buyback authorization. At the same time, Mastercard is pushing further into AI-powered “agentic commerce” through its upcoming Mastercard Agent Suite, highlighting how payments, data services and advisory...
NasdaqGS:SNEX
NasdaqGS:SNEXCapital Markets

StoneX Group Q1 EPS Surge Tests Bullish Narratives On Thin 0.2% Margin

StoneX Group’s Q1 2026 earnings put recent growth in focus StoneX Group (SNEX) opened its new fiscal year with Q1 2026 revenue of about US$38.5b and basic EPS of US$2.75, setting the tone after a year where earnings were reported to have grown 30.7%. The company has seen quarterly revenue move from US$27.6b in Q1 2025 to US$38.5b in Q1 2026, while basic EPS over that stretch ranged from US$1.29 to US$2.75, alongside trailing twelve month EPS of US$7.21 backed by net income of US$349.4m. With...
NYSE:ARDT
NYSE:ARDTHealthcare

Is It Time To Reassess Ardent Health (ARDT) After A 42% One-Year Share Price Fall

If you are wondering whether Ardent Health's current share price reflects its real worth, this article will walk you through what the numbers are saying about value. The stock last closed at US$8.58, with a 4.1% return over the past 7 days, a 7.9% decline over the last 30 days, and a 0.7% decline year to date, compared with a 42.3% decline over the past year. Recent news flow around Ardent Health has largely centered on its position within the US healthcare sector and how investors are...
NYSE:NI
NYSE:NIIntegrated Utilities

A Look At NiSource (NI) Valuation As Shares Trade Near Narrative Fair Value Estimate

NiSource stock overview NiSource (NI) is on investors’ radar after recent trading left the shares at $43.93, with a 1 day return of 0.2% and a 7 day decline of 1.6%. Over the past month the stock shows a 4.9% gain and a 0.9% return in the past 3 months, against a backdrop of annual revenue of $6,327.1 million and net income of $893.5 million. See our latest analysis for NiSource. Recent share price momentum for NiSource has been modest, but the 18.2% 1 year total shareholder return and solid...
NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Arm’s Record AI Revenue Meets Lofty Valuation And Supply Risks

Arm Holdings (NasdaqGS:ARM) reported record third quarter revenue, supported by demand linked to AI and data center workloads. The company highlighted rapid uptake of its Compute Subsystems as it expands beyond mobile into AI, data center, automotive, and edge computing. Management pointed to new partnerships with major hyperscalers and industry players as a factor in broadening Arm's role in high growth compute markets. Arm also flagged ongoing chip and memory shortages as a potential...
NYSE:DQ
NYSE:DQSemiconductor

Daqo New Energy (DQ) Is Down 8.5% After GLJ Downgrade On China Polysilicon Concerns Has The Bull Case Changed?

In early February 2026, GLJ Research downgraded Daqo New Energy from Buy to Sell, citing concerns over China’s polysilicon supply-demand balance and uneven policy execution intended to curb excess capacity. The firm also projected that Daqo’s net losses could narrow in 2025 compared with 2024, highlighting operational improvement that contrasts with persistent industry headwinds. We’ll now examine how GLJ Research’s downgrade, driven by China’s polysilicon market uncertainties, shapes Daqo...
NYSE:GRC
NYSE:GRCMachinery

Gorman-Rupp Record 2025 Results And Cost Savings Plan Under Review

Gorman-Rupp (NYSE:GRC) reported record net sales, net income, and incoming orders for the full year 2025. The company outlined operational optimization efforts that are expected to bring cost savings and support improved profitability over time. The update highlights both financial performance and changes to the company’s operating footprint that are important for shareholders to monitor. For investors tracking NYSE:GRC, the latest update comes with the stock at $59.55 and a reported 60.4%...
NYSE:TXNM
NYSE:TXNMElectric Utilities

A Look At TXNM Energy (TXNM) Valuation As Shares Trade Near Analyst Fair Value Estimate

What TXNM Energy’s latest figures tell you TXNM Energy (TXNM) has kept a relatively steady share price in recent weeks, with a last close of $59.03 and total return of 22.38% over the past year. For context, the company reports annual revenue of $2.11b and net income of $176.92m, along with annual revenue growth of 6.16% and net income growth of 31.99%. These figures help frame its current valuation conversation. See our latest analysis for TXNM Energy. While the 1-day and 90-day share price...
NYSE:CIEN
NYSE:CIENCommunications

Ciena Joins S&P 500 As Hyperscale And 5G Growth Meets Lofty Valuation

Ciena (NYSE:CIEN) has been added to the S&P 500 index after 17 years. The inclusion reflects increased visibility for the company within major equity benchmarks. The move comes as Ciena supports hyperscale and 5G network build outs across Europe and Asia-Pacific. Ciena focuses on high capacity optical networking equipment and software that underpin global internet and telecom traffic. Its recent work with operators in Europe, including Telekom Srbija and Mtel, and projects with Trans...
NYSE:PAR
NYSE:PARSoftware

PAR Technology Deepens Restaurant Platform Push With Jack’s And Netchex

PAR Technology (NYSE:PAR) has expanded its partnership with Jack’s Family Restaurants, which will roll out a unified platform for point of sale, payments, loyalty, and hardware across about 300 locations. The company has also broadened its integrations with workforce management provider Netchex, linking restaurant operations more tightly with payroll and HR systems for multi location operators. PAR Technology is leaning into its role as a full stack restaurant tech provider at a time when...
NYSE:TDW
NYSE:TDWEnergy Services

Is It Too Late To Consider Tidewater (TDW) After Recent Share Price Strength?

If you are wondering whether Tidewater's share price still offers value or if most of the opportunity is already priced in, the next sections will walk through what the numbers are suggesting right now. At a last close of US$63.36, Tidewater's returns stand at 1.4% over 7 days, 19.0% over 30 days, 21.3% year to date, 17.6% over 1 year and a very large gain over 5 years. This naturally raises questions about how much upside or risk is currently baked into the valuation. Recent coverage has...
NYSE:HIMS
NYSE:HIMSHealthcare

Hims And Hers Health (HIMS) Valuation After Compounded Semaglutide Launch And Rising Legal And Regulatory Pressure

Why Hims & Hers Health Stock Is Back in the Spotlight Hims & Hers Health (HIMS) has drawn intense attention after launching a lower priced compounded semaglutide pill. This needle free alternative to Wegovy immediately faced legal threats from Novo Nordisk and tougher language from the FDA. See our latest analysis for Hims & Hers Health. The legal and regulatory pushback around Hims & Hers Health’s compounded semaglutide pill comes after a strong run over the past few years, but recent...
NYSE:CPAY
NYSE:CPAYDiversified Financial

Corpay (CPAY) Margin Slippage Tests Bullish Earnings Growth Narrative

Corpay (CPAY) just posted its FY 2025 results with Q4 revenue of US$1.2b and basic EPS of US$3.81, capped by trailing twelve month revenue of US$4.5b and EPS of US$15.25. The company has seen revenue move from US$1.0b in Q1 2025 to US$1.2b in Q4, while quarterly EPS ranged from US$3.46 to US$4.03 over the year, giving investors a clear view of how the top line and per share profitability have tracked through the fiscal period. With net profit margins easing over the past year, this latest...
NYSE:ZBH
NYSE:ZBHMedical Equipment

Zimmer Biomet (ZBH) Valuation Check As Dividend Strength Meets Softer Long Term Share Performance

Recent focus on Zimmer Biomet Holdings (ZBH) centers on its dividend track record and payout safety, which contrasts with softer recent share returns and has prompted investors to reassess the stock’s income appeal. See our latest analysis for Zimmer Biomet Holdings. At a share price of $88.73, Zimmer Biomet’s near term share price momentum has been mixed. The 7 day share price return is 3.15%, but the 30 day share price return shows a 6.35% decline. Longer term total shareholder returns over...
NYSE:RKT
NYSE:RKTDiversified Financial

Rocket Companies Repositions Beyond Mortgages With Redfin AI And Super Bowl Push

Rocket Companies is repositioning itself beyond mortgages, integrating Redfin and launching AI driven tools as part of a broader real estate and financial platform push. The company has rolled out Redfin's conversational AI app and promoted the "Great American Home Search" campaign during the Super Bowl to raise brand visibility and deepen consumer engagement. These moves follow its acquisitions of Redfin and Mr. Cooper, aiming to build an ecosystem that covers more of the homeownership...
NasdaqGS:CSCO
NasdaqGS:CSCOCommunications

Cisco’s Polish Solar Deal And AI Push Tested Against Current Valuation

Cisco Systems (NasdaqGS:CSCO) has signed a 15 year Virtual Power Purchase Agreement to back four new solar projects in Poland. The agreement is linked to one of Europe’s more carbon intensive power grids, directing long term support to additional renewable capacity. At the same time, Cisco is expanding its role in artificial intelligence infrastructure through global partner programs and AI focused events with companies such as Nvidia. Cisco is also using its AI and networking capabilities...
NYSE:THG
NYSE:THGInsurance

Did Strong 2025 Earnings and Completed Buybacks Just Shift Hanover Insurance Group's (THG) Investment Narrative?

In early February 2026, The Hanover Insurance Group reported past fourth-quarter and full-year 2025 results showing higher revenue and net income year on year, alongside earnings per share that exceeded analyst expectations despite revenue landing slightly below some forecasts. At the same time, Hanover completed a long-running share repurchase program totaling 9,073,341 shares for about US$1.17 billion since 2018, highlighting an emphasis on shareholder returns alongside improved operating...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Intel AI Reset Weighs GPU Push Supply Strains And Lofty Valuation

Intel hired Eric Demers as Chief GPU Architect to lead its renewed push into high performance GPUs for AI workloads. The company is working with SoftBank backed Saimemory to commercialize next generation Z Angle Memory tailored for AI use cases. Reports of supply shortages for Intel server CPUs, particularly affecting customers in China, highlight strain in data center supply chains. Intel (NasdaqGS: INTC) is trying to reset its role in AI and data center computing as it sits at a current...
NYSE:AAP
NYSE:AAPSpecialty Retail

Advance Auto Parts (AAP) Valuation Check As Restructuring And Loyalty Overhaul Draw Fresh Investor Interest

Advance Auto Parts (AAP) is back on investors’ radar after CEO Shane O’Kelly pushed through store closures, asset sales, and a revamped loyalty program, drawing fresh hedge fund interest and more supportive analyst coverage. See our latest analysis for Advance Auto Parts. At a share price of $52.93, Advance Auto Parts has seen a 30-day share price return of 27.97% and a 36.10% year to date share price return. Its 1-year total shareholder return of 10.79% contrasts sharply with a 62.73% total...