U.S. Tech Hardware Stock News

Deluxe Corporation’s recently filed 2025 Form 10-K shows it continuing to pivot from traditional check printing toward payments, data solutions, and print services, while reducing selling, general and administrative expenses and paying down debt to strengthen its financial position. However, the filing and subsequent commentary also highlight tension between the company’s ambitions in higher-margin digital services and investor concerns that growth in payments and software is not yet...

1st Source Corporation recently reported a very strong fourth quarter, with revenue up 13.3% year on year and net interest income and EPS ahead of analyst expectations, while also marking its 38th consecutive year of dividend growth and fifth straight year of record net income. Alongside these results, 1st Source is scheduled to share its outlook and performance at the KBW 2026 Winter Financial Services Conference in Boca Raton on 11 February 2026, underscoring how management is positioning...

Why Keith Barr’s appointment matters for CarMax (KMX) CarMax (KMX) has put leadership change at the center of its turnaround effort, appointing former InterContinental Hotels Group chief executive Keith Barr as president, CEO, and board member effective March 16, 2026. The board is turning to Barr’s experience in large consumer businesses, digital transformation, and customer experience to address CarMax’s ongoing sales and profitability challenges and to help shape the company’s next phase...

Key Insights The considerable ownership by retail investors in Minerva Neurosciences indicates that they collectively...

Earlier in February, William Blair initiated coverage on Dave Inc. with an Outperform rating after the company previewed fourth-quarter results showing operating revenue growth above prior guidance and stronger-than-expected credit performance. The combination of rapid operating revenue expansion and an improved 28-day past-due rate has sharpened attention on Dave’s potential to reshape how small, short-duration unsecured loans are delivered versus traditional banks. With William Blair...

Tyler Technologies, Inc. has already reported its fourth-quarter and full-year 2025 results, with revenue rising to US$575.18 million for the quarter and US$2.33 billion for the year, while net income reached US$65.53 million and US$315.6 million respectively. Alongside record recurring revenue and strong SaaS momentum, the company authorized a new US$1.00 billion share repurchase program and advanced its AI initiatives and cloud transitions, reshaping its public sector software profile. We...

Darden Restaurants has begun shutting down its remaining 28 Bahama Breeze locations, with 14 already permanently closed before April 5, 2026, and the other 14 earmarked for conversion into different Darden-brand restaurants. This move signals a clear repositioning of Darden’s casual dining portfolio as it reallocates assets from Bahama Breeze to concepts it views as stronger fits. We’ll now examine how repurposing half of the Bahama Breeze sites into other Darden brands could influence the...

Nova (NasdaqGS:NVMI) just posted record Q4 and full year 2025 results, with revenue of US$222.62 million for the quarter and US$880.58 million for the year, alongside higher net income and earnings per share. See our latest analysis for Nova. Nova’s recent record results and upbeat Q1 2026 guidance have come after a sharp re-rating in the stock, with a 56.46% 90 day share price return and a 65.60% one year total shareholder return. This suggests momentum has been building rather than...

First Citizens BancShares (FCNC.A) has come onto investors’ radar after recent share price swings, with the stock up around 116% over the past 3 months but showing weaker returns over the past month and year. See our latest analysis for First Citizens BancShares. Recent trading has cooled after a strong run, with a 7 day share price return of 6.9% and a 30 day share price return of 7.54% pulling back some of the prior 90 day share price gain of 11.56%. Over a longer horizon, the 3 year total...

Piedmont Realty Trust (PDM) just posted its strongest annual leasing volume in over a decade for 2025, supported by higher rental rates, updated 2026 financial guidance and recent debt refinancing aimed at improving earnings stability. See our latest analysis for Piedmont Realty Trust. The recent leasing update comes after a busy period for Piedmont Realty Trust, including a Q4 2025 earnings release that reported a full year net loss of US$83.62 million and the promotion of a new Co Chief...

LifeStance Health Group overview LifeStance Health Group (LFST) has drawn investor interest recently as its share price sits at $7.03, with mixed return patterns across the past week, month, and past 3 months. See our latest analysis for LifeStance Health Group. At a share price of $7.03, LifeStance Health Group shows a 13.39% 90 day share price return and a 1.01% year to date share price return. The 1 year total shareholder return of an 11.79% decline contrasts with a 28.99% gain over three...

In early February 2026, The New York Times Company reported fourth-quarter revenue of US$802.31 million and net income of US$129.84 million, alongside an expanded collaboration in which The New York Times Advertising and Magnite made Magnite’s DV+ the preferred platform for private marketplace deals on the publisher’s mobile in-app ad supply. This combination of stronger earnings and a deeper in-app advertising partnership highlights how The New York Times is reinforcing its digital...

Recently, analysts highlighted EPAM Systems as holding a Zacks Rank #2 (Buy) with comparatively attractive valuation metrics versus peer Infosys, reflecting an improved earnings outlook based on consensus expectations. This favorable ranking and relative value profile has drawn investor focus to EPAM’s role within the IT services sector as a potentially more attractively priced, higher-quality earnings story than some competitors. We’ll now explore how this improved analyst ranking and...

In early February 2026, Tetra Tech, Inc. announced that the U.S. Army Corps of Engineers Portland District awarded it a position on a 5-year multiple-award architectural and engineering contract with a shared capacity of US$49 million to support resilient navigation and water control infrastructure, including locks, dams, levees, and flood management systems. A separate 5-year agreement will see United Utilities implement Tetra Tech’s WaterNet SaaS platform from the first half of 2026,...

In February 2026, Brown & Brown, Inc. launched a US$250 million accelerated share repurchase with Bank of America, N.A., following the completion of a US$622.96 million buyback program that retired 17,785,072 shares since 2015. The company also released its 2026 Market Trends report, underscoring how its scale and international footprint may help clients manage evolving insurance market conditions. Next, we’ll examine how this accelerated share repurchase, within a broader US$1.5 billion...

Four Corners Property Trust (FCPT) has drawn fresh attention after reporting fourth quarter and full year 2025 earnings, with higher revenue and net income, as well as continued portfolio expansion, shaping current investor discussion around the stock. See our latest analysis for Four Corners Property Trust. At a share price of $24.37, Four Corners Property Trust has had a mixed run recently, with a 1 day share price return slightly lower and a 7 day share price return weaker, while the year...

In February 2026, Arcos Dorados Holdings Inc. issued guidance that it expects first-quarter 2026 systemwide comparable sales growth to exceed fourth-quarter 2025 levels, supported by stronger local currencies that should lift reported US-dollar revenues alongside constant-currency growth in its comparable restaurant base. This combination of improved operational momentum and currency tailwinds gives investors a clearer benchmark to judge upcoming quarterly results against management’s...

Recently, Wells Fargo cut its rating on Arcus Biosciences to “Equal-Weight,” signaling a reassessment of the company’s positioning among peer biotech names. This shift adds to a series of diverging analyst views, highlighting how differing interpretations of Arcus’s clinical pipeline are shaping expectations for the business. Next, we’ll examine how Wells Fargo’s rating downgrade interacts with Arcus Biosciences’ casdatifan-centered investment narrative and broader clinical ambitions. We've...

In February 2026, NMI Holdings, Inc. reported past fourth-quarter 2025 revenue of US$180.74 million and net income of US$94.22 million, alongside full-year 2025 revenue of US$706.44 million and net income of US$388.93 million. The company paired this earnings performance with US$14.2 billion of new insurance written in the quarter, record primary insurance-in-force of US$221.4 billion, share repurchases of US$31 million, and the appointment of experienced financial services executive Renu...

Sabra Health Care REIT (SBRA) has put fresh numbers around its outlook, pairing solid senior housing operating results with 2026 guidance for normalized FFO and AFFO growth in the mid-single digits and a reaffirmed quarterly cash dividend. See our latest analysis for Sabra Health Care REIT. Sabra’s recent 2026 guidance, dividend affirmation, leadership changes and the stock touching a 52 week high have coincided with a 7.23% 3 month share price return and a 1 year total shareholder return of...

Pershing Square stake puts Hertz Global Holdings (HTZ) back in focus Pershing Square, led by Bill Ackman, has taken a new stake in Hertz Global Holdings (HTZ), drawing fresh attention to the car rental group’s valuation and balance sheet risks. See our latest analysis for Hertz Global Holdings. At a share price of $5.04, Hertz Global Holdings has seen a 9.76% 1 month share price decline and a 3.45% year to date share price fall. Its 1 year total shareholder return of 24.6% contrasts with a...

In recent months, Savara Inc., a clinical-stage biopharmaceutical company focused on rare respiratory diseases, resubmitted its BLA for its lead therapy after completing a tech transfer to Fujifilm and aligning manufacturing and analytical protocols with the FDA. Alongside this regulatory progress, Savara outlined a targeted U.S. aPAP patient population, a proposed US$400,000–US$500,000 annual price range, and approximately US$264 million of available capital plus potential approval-linked...

The board of Polaris Inc. ( NYSE:PII ) has announced that it will be paying its dividend of $0.68 on the 16th of March...

Concentrix Corporation ( NASDAQ:CNXC ) shareholders won't be pleased to see that the share price has had a very rough...