U.S. Tech Hardware Stock News

LTC Properties reported higher second-quarter and first-half revenue, announced raised full-year earnings guidance, and outlined significant portfolio expansion toward senior housing, following capital recycling and asset sales in the past quarter. This shift highlights LTC’s ongoing transformation, as management accelerates its move away from older skilled nursing assets in favor of a larger, more diversified senior housing portfolio through targeted acquisitions and operator...

Perdoceo Education Corporation recently reported strong second-quarter results, highlighted by significant year-over-year increases in revenue and net income, and announced an increase in its quarterly dividend along with a new US$75 million share repurchase authorization. These developments underscore the company's ongoing ability to return capital to shareholders and reflect continued management confidence in its financial stability and growth trajectory. With the newly approved buyback...

The Board of Directors of Macerich declared a quarterly cash dividend of US$0.17 per share, payable on September 23, 2025, to shareholders of record as of September 9, 2025. This continued commitment to shareholder dividends may signal management’s confidence in the company’s liquidity and ability to generate consistent cash flows. Next, we’ll examine how Macerich’s ongoing dividend payments reinforce the investment narrative focused on cash flow stability and shareholder returns. We've...

WaFd Bank recently promoted Michelle Coons, former head of its New Mexico operations, to executive director of business banking overseeing six states. This move underscores WaFd's emphasis on strengthening its regional leadership as it seeks greater scale in business banking across multiple markets. We'll explore how the expanded leadership role for Michelle Coons could shape WaFd's business banking growth narrative across the region. Find companies with promising cash flow potential yet...

RH is set to release an earnings report that is widely anticipated to show substantial growth in both earnings per share and revenue compared to the previous year. Analysts and investors are closely monitoring revisions to forecasts and the company’s business outlook as key factors ahead of the earnings announcement. We’ll explore how anticipation around RH’s earnings report and outlook updates may influence the company’s investment narrative going forward. AI is about to change healthcare...

Black Hills Corporation recently announced second-quarter and six-month results for 2025, reporting higher sales of US$439 million and net income of US$27.5 million for the quarter compared to the same period last year, and reaffirmed its full-year earnings guidance. While this signals operational stability, analysts have shown cautious optimism due to the company’s history of profit declines and only modest future growth expectations. We'll take a look at how Black Hills' reaffirmed...

CONMED Corporation recently declared a quarterly cash dividend of US$0.20 per share, payable on October 3, 2025, to shareholders of record as of September 15, 2025, and updated its guidance with raised full-year revenue forecasts and new expectations for the third quarter. These updates highlight the company's continued commitment to shareholder returns and reflect management's confidence amid recent analyst earnings estimate increases and strong positioning in minimally invasive surgical...

Cathay General Bancorp recently released its second quarter 2025 Form 10-Q, reporting higher net interest income and net income of US$77.5 million, mainly due to increased net interest metrics and reduced expenses. The company emphasized proactive credit risk management and the importance of monitoring economic conditions affecting its loan portfolio as a forward-looking priority. We'll look at how these stronger interest metrics and credit risk focus may shift Cathay General Bancorp's...

Graham Holdings Company announced past second quarter 2025 results, reporting revenue of US$1.22 billion and a net income of US$36.75 million, marking a return to profitability from a net loss a year earlier. This turnaround follows a period where the company had experienced a net loss, highlighting improved performance in continuing operations compared to the previous year. We'll examine how Graham Holdings' shift to profitability from a prior-year loss shapes the company's broader...

Earlier this month, KB Home announced the grand opening of new residential communities, including Entrada Del Toro at Rancho Sahuarita in Arizona and Glades and Vales at Manzano in Las Vegas, featuring modern, customizable, and energy-efficient designs. An interesting aspect is KB Home's continued emphasis on customer satisfaction and personalized homebuilding, offering buyers unique design choices and setting a high standard with ENERGY STAR® certified homes in desirable commuter-friendly...

In the past week, Host Hotels & Resorts raised its full-year 2025 guidance, projecting total revenues of US$6.05 billion to US$6.11 billion, with higher net income and earnings per share, following solid second quarter results and ongoing share buybacks. The company also emphasized its commitment to sustainability with nearly US$5 billion in sustainable financing and investments in hurricane-resistant infrastructure, aiming to strengthen both its environmental track record and operational...

Murphy Oil Corporation reported second-quarter 2025 earnings ahead of analyst expectations, with strong production performance, increased dividends, and the completion of a US$23 million Eagle Ford Shale acquisition; revenue for the quarter was US$695.57 million, and net income reached US$22.28 million. An important insight is that the company exceeded production guidance, prioritized shareholder value through dividend growth, and reaffirmed its capital allocation plans despite a...

Silicon Motion Technology Corporation recently showcased its MonTitan SM8366 PCIe Gen5 SSD controller solutions and advanced AI storage collaborations at the Future of Memory and Storage 2025 event in Santa Clara, California, demonstrating new offerings across data center, edge, and enterprise applications. This initiative highlights the company's commitment to enabling next-generation scalable storage for AI-driven workloads through industry partnerships and expanding its product footprint...

Bank OZK recently attracted positive analyst attention for offering a US$0.44 per share dividend with a 3.67% yield, outpacing both industry and S&P 500 averages, as well as for its value-oriented valuation metrics and consistent history of dividend growth. An important insight is that Bank OZK has increased its dividend five times over the past five years with an annual average increase exceeding 11%, highlighting its commitment to rewarding shareholders. We'll examine how Bank OZK's...

In recent days, several analysts have raised their earnings estimates for Acuity, Inc., highlighting the company’s strong valuation and improved earnings metrics. This uptick in analyst sentiment reflects growing confidence in Acuity's fundamentals, with style scores signaling both value and momentum appeal. With analysts lifting earnings projections, we’ll explore how these positive revisions could influence Acuity’s investment narrative going forward. Trump has pledged to "unleash"...

Earlier this month, Exelixis announced that its partner Ipsen received European Commission approval to market CABOMETYX for adults with unresectable or metastatic neuroendocrine tumors, following positive phase 3 data demonstrating significant clinical benefit. This milestone expands CABOMETYX's geographic reach across all EU member states, Norway, Liechtenstein, and Iceland, opening new patient populations for Exelixis and its partners. To explore the impact of this major regulatory...

Earlier this month, TPG Inc. reported second quarter 2025 earnings, achieving US$920.54 million in revenue and a turnaround to US$14.94 million in net income, alongside the declaration of a quarterly dividend and new fundraising progress for its GP-led vehicle. An intriguing development is TPG's ongoing discussions to invest in high-growth sectors like digital banking, underscoring the firm's active capital deployment and continued momentum in private markets fundraising. We'll examine how...

Piper Sandler reaffirmed its positive outlook on Valero Energy Corporation after second quarter results, highlighting strengths in the company’s core refining operations while noting caution in the renewable diesel segment due to regulatory uncertainty and margin headwinds. This reinforces the market’s focus on Valero’s ability to balance its traditional refining business with the challenges of transitioning toward lower-carbon fuels amid evolving policy landscapes. We’ll assess how renewed...

Royal Gold reported record second quarter 2025 results, with revenue rising to US$209.64 million and net income reaching US$132.35 million, supported by higher precious metals prices and major acquisitions including a US$1 billion gold stream on the Kansanshi mine in Zambia. These acquisitions expand Royal Gold’s portfolio with high-quality, long-life assets, reinforcing its position as a leading company in the precious metals streaming and royalty sector. We’ll examine how the Kansanshi...

In late July 2025, Truist Financial Corporation appointed a new regional president and market president for its Florida commercial banking team, added six new wealth advisors, and amended its bylaws to update procedures for shareholder proposals and director nominations in line with North Carolina law. These changes suggest Truist is aiming to strengthen both its presence in key Florida markets and its corporate governance framework, reflecting a focus on leadership and transparency. We'll...

Earlier this week, Artivion reported second-quarter 2025 earnings that surpassed analyst expectations, posted revenue of US$112.97 million, returned to profitability, and raised its full-year guidance, citing strong growth in key product lines and improved operational efficiency. Physician feedback on the recently launched FDA-approved aortic arch dissection stent was especially positive, signaling strong clinical adoption and additional momentum for Artivion’s expanding product...

In the past week, Garmin reported second quarter earnings with sales rising to US$1.81 billion and net income reaching US$400.82 million, while also increasing its full-year revenue guidance to approximately US$7.1 billion for 2025. An interesting aspect of this report is the strong contribution from international markets, particularly EMEA, which exceeded analyst expectations and accounted for more than a third of total revenue. We'll explore how Garmin's raised full-year guidance following...

In early August 2025, HSBC downgraded Chubb Limited’s stock rating from Buy to Hold, citing pricing pressure and downward momentum in the company's commercial property segment despite continued investment gains and income growth. This signals a shift in analyst preference toward insurers with perceived higher growth and lower risk profiles, reflecting concerns about Chubb's ability to manage business cycles amid challenging market conditions. We will explore how HSBC’s concerns about pricing...

D.R. Horton’s estimated intrinsic value was recently highlighted as significantly higher than its current share price, pointing to a potential undervaluation and renewed investor interest in the company’s outlook. This focus comes even as D.R. Horton reported an earnings decline over the past year and maintains a relatively low dividend yield compared to peers. To understand the impact of perceived undervaluation on D.R. Horton's future, we'll explore its updated investment narrative and...