U.S. Tech Hardware Stock News

In its latest reported quarter, e.l.f. Beauty posted 14.2% year-on-year revenue growth but missed analyst estimates and issued full-year guidance below expectations, disappointing the market. This setback comes even as the company expands its brand presence, including integrating its billion-dollar Rhode acquisition and continuing to gain shelf space and consumer attention. We’ll now explore how this weaker-than-expected guidance, despite ongoing brand expansion, reshapes e.l.f. Beauty’s...

Recent share performance and what it might signal Paramount Skydance (PSKY) has drawn fresh attention after recent trading, with the stock closing at US$12.50 and showing negative returns over the past week, month, past 3 months, and year to date. See our latest analysis for Paramount Skydance. That recent 3 month share price return of 30.44% and 30 day share price return of 14.21% decline come after a 1 year total shareholder return of 18.75%, so short term momentum looks weaker than the...

If you are wondering whether GE Vernova’s share price still reflects fair value after a strong run, you are not alone. The stock recently closed at US$686.33, with returns of 4.0% over the last 7 days, 8.7% over 30 days, 1.0% year to date, and 86.7% over the past year. This naturally raises questions about what is already priced in. Recent coverage around GE Vernova has focused on its position as a pure play in capital goods following its separation from the wider GE group. This has put a...

If you are wondering whether Novavax at US$7.44 is a bargain or a value trap, this article will help you size up what the current price might be implying about the stock. Over the short term, the stock has seen returns of 10.7% over the last week and 9.7% over the last month. Year to date it is at 4.3%. The 1 year return sits at a 22.5% decline, with a 37.3% decline over 3 years and a 94.1% decline over 5 years. Recent news around Novavax has focused on its position in the vaccine market and...

Stryker recently announced it will report its fourth-quarter and full-year 2025 results on January 29, 2026, alongside a webcast discussion of the figures. This update comes as Stryker’s medical technologies reach over 150 million patients annually and analysts highlight its multi-year track record of organic revenue and earnings growth. We’ll now examine how Raymond James’s upgrade, grounded in Stryker’s consistent organic growth and market share gains, could influence its investment...

If you are wondering whether Vericel's current share price lines up with its underlying worth, this article walks through the numbers in a clear, structured way. Vericel recently closed at US$39.34, with returns of 9.2% over 7 days, 5.5% over 30 days, 10.5% year to date, a 33.9% decline over 1 year, 42.4% over 3 years and 6.6% over 5 years. Taken together, these figures provide a mix of shorter term momentum and longer term context. That performance sits against a backdrop of ongoing...

In recent days, BWS Financial elevated Innodata to a top pick for 2026 and highlighted its first government contract, a US$25,000,000 engagement that could support its role in building sovereign AI systems. The upgrade emphasizes Innodata’s shift from a pure data provider toward a higher-value AI consulting and integration partner for major technology and government clients. We’ll now explore how the new government contract influences Innodata’s existing investment narrative around...

If you are wondering whether Cboe Global Markets is fairly priced or not, its recent share performance and current valuation metrics make it a stock many investors are taking a closer look at. The share price recently closed at US$250.09, with returns of 0.8% year to date and 31.1% over the past year, in addition to a very large 5 year gain that works out to roughly 2.8x. Recent news coverage has focused on Cboe's role as a major global exchange operator and its position in options,...

What recent performance tells you about Molina Healthcare Molina Healthcare (MOH) has quietly shifted in recent weeks, with the stock showing a 1 day return of 1.06% and an 8.24% move over the past week, drawing fresh attention from investors. Over the past month, the share price return of 21.64% contrasts with an 8.96% decline over the past 3 months. This pattern can prompt investors to reassess both recent momentum and longer term positioning. See our latest analysis for Molina...

In late 2025, NextEra Energy entered an equity distribution agreement to sell up to US$4.00 billion of common stock through an at-the-market follow-on offering, while reaffirming long-term targets for at least 8% annual adjusted EPS growth through 2032 and high single- to low double-digit dividend growth through 2028. The company’s decision to raise fresh equity capital while reiterating ambitious earnings and dividend goals highlights management’s commitment to funding large-scale grid and...

In recent months, Oracle has ramped up capital spending to build AI-focused data centers, signed multi-billion dollar cloud deals with partners such as OpenAI, Nvidia and Meta, and taken a leading role in TikTok’s U.S. operations to channel more AI workloads onto Oracle Cloud Infrastructure. This aggressive push has made Oracle a central test case for whether massive AI infrastructure commitments and a very large contracted backlog can be converted into durable, profitable cloud revenue...

In early January 2026, O-I Glass drew renewed attention after multiple Wall Street firms upgraded their ratings, highlighting the company’s leading positions in glass container markets across Europe, North America, and Brazil. Analysts emphasized that O-I Glass’s potential for self-help driven profit improvement and resilience in a challenging packaging demand backdrop is reshaping how investors view the business. Next, we’ll examine how Wells Fargo’s upgrade to Overweight, alongside other...

Recently, digital banking platform Dave received a ‘Strong Buy’ consensus from seven analysts, following its previously reported record third-quarter revenue that was 63% higher than the same period a year earlier. This upbeat analyst view, combined with higher average revenue per user and growth in monthly transacting members, highlights how the market is reacting to Dave’s expanding customer engagement. Next, we’ll examine how this stronger analyst conviction, underpinned by record...

Fresh look at D.R. Horton after recent share performance D.R. Horton (DHI) has drawn fresh investor attention after a period in which the stock slipped around 9% over both the past month and the past 3 months, inviting a closer look at its fundamentals. See our latest analysis for D.R. Horton. The recent 30 day share price return shows a decline of around 9%, and similar 90 day weakness contrasts with D.R. Horton’s 1 year total shareholder return of about 6%. This suggests momentum has faded...

T-Mobile US recently launched its Better Value family plan, offering premium 5G data, streaming perks, satellite connectivity and a five-year price guarantee from US$140 per month for three lines, while also expanding its revolving credit facility to US$10.00 billion and announcing a new fixed-rate senior notes offering. By pairing an aggressively priced, benefit-rich family bundle with greater funding flexibility, T-Mobile appears to be sharpening its push for higher-value multi-line...

In the past quarter, Comfort Systems USA reported same-store revenue growth of 33%, with margins improving, earnings per share more than doubling, and quarterly EBITDA surpassing US$400 million for the first time, driven largely by a 71% revenue increase in its electrical segment. Management highlighted that investments in technology, including automation, off-site fabrication and modular methods, are enabling the company to capture growing demand from data centers, advanced technology...

In late 2025, Recursion Pharmaceuticals reported strong Phase 1b/2 TUPELO trial data for its MEK 1/2 inhibitor REC-4881 in familial adenomatous polyposis, followed by management’s participation in major healthcare conferences and increased attention from Wall Street analysts. The combination of positive REC-4881 efficacy signals and growing institutional interest has sharpened focus on Recursion’s AI-enabled drug discovery model as a potential value driver. We’ll now examine how the...

If you are wondering whether Valero Energy is priced fairly after its strong run, this article will walk through what the current market price might be implying about the company. The stock recently closed at US$178.27, with returns of 8.1% over the last 7 days, 2.4% over 30 days, 7.8% year to date, 48.3% over 1 year and 48.1% over 3 years, and a very large 5 year return of 259.4%. These moves have kept Valero Energy on the radar for investors who follow large US refiners and energy names...

Event context and recent stock performance Tango Therapeutics (TNGX) has been attracting fresh attention after a period of strong longer term share performance, with the stock showing a total return close to 179% over the past year. See our latest analysis for Tango Therapeutics. The recent 8.5% 1 day and 12.1% 7 day share price returns, alongside a 39.9% 90 day share price return, sit against a 178.7% 1 year total shareholder return. This suggests momentum has been building over time. If...

Event context and why BXP is on investors’ radar BXP (BXP) is back in focus after its recent share move, with the stock last closing at $68.10, which is putting fresh attention on how its returns and fundamentals stack up today. See our latest analysis for BXP. BXP’s recent 1 day share price return of 1.51% comes after a softer patch, with the 90 day share price return of 6.75% decline contrasting with a 3 year total shareholder return of 20.12%. This suggests that longer term holders have...

In recent days, Grand Canyon Education increased its stock repurchase authorization by US$300 million to US$2.55 billion and Grand Canyon University secured formal recognition of its non-profit status from the U.S. Department of Education, resolving a longstanding dispute. This combination of an enlarged buyback pool and clarified non-profit status could reshape how investors assess the company’s capital allocation and growth avenues tied to scholarships, grants, and partnerships. Next,...

Cadence Design Systems (CDNS) has launched a Chiplet Spec-to-Packaged Parts ecosystem focused on physical AI, data center, and high performance computing, in partnership with Arm, Samsung Foundry, and several IP providers. See our latest analysis for Cadence Design Systems. The Chiplet Spec-to-Packaged Parts launch lands after a softer 90-day share price return of 10.10% and a 30-day share price return decline of 6.78%, while the 3-year total shareholder return of 91.48% and 5-year total...

If you are wondering whether Travelers Companies at US$285.19 is still reasonably priced or starting to look expensive, you are in the right place to unpack what the current share price might be implying. The stock has had a mixed recent run, with a 2.5% decline over the last 7 days, a 1.5% return over 30 days, and a 19.9% return over the past year. The 3 year and 5 year returns sit at 57.9% and 124.6% respectively. Alongside these moves, investors have been reacting to ongoing sector wide...

Earlier this week, PayPal launched its Transaction Graph Insights & Measurement program, using data from over 430 million consumer accounts and tens of millions of merchants to give brands a cross-merchant view of real shopper behavior and advertising performance. The new suite positions PayPal as an insights provider as well as a payments platform, turning its transaction graph into a tool for merchants to identify high-intent shoppers and quantify true sales lift rather than modeled...