U.S. Tech Hardware Stock News

Earlier this month, TopBuild reported its second-quarter 2025 earnings results, showing quarterly sales of US$1,297.4 million and net income of US$151.6 million, and also provided full-year guidance with anticipated sales between US$5,150.0 million and US$5,350.0 million, and net income of US$499.0 million to US$584.0 million. In addition, the company completed a multi-million dollar share repurchase under its February 2025 buyback plan, a move that can impact the company's earnings per...

PENGUIN Solutions recently announced a new agreement with CDW to expand access to its AI infrastructure portfolio for a larger customer base. This collaboration, paired with renewed confidence from research analysts, highlights Penguin Solutions’ efforts to broaden distribution channels and strengthen its position in the rapidly evolving AI infrastructure market. We’ll explore how expanding distribution through CDW could impact Penguin Solutions’ investment narrative and long-term market...

Earlier this month, PepsiCo launched 7UP Pink Lemonade in the UK, accompanied by vibrant murals and pop-up sampling events in London, Liverpool, and Manchester, aiming to connect with consumers seeking more color and positivity in their daily lives. This product launch taps into survey insights showing strong consumer sentiment linking color to mood uplift, especially among Gen Z, highlighting PepsiCo’s focus on aligning innovation with evolving market trends. We’ll examine how the...

Earlier this month, Corebridge Financial completed a US$1.01 billion follow-on equity offering and reported second quarter revenue of US$2.74 billion, with a net loss of US$660 million compared to net income in the prior year period. The company also introduced Power Select AICO, a new index annuity featuring a 200% multiplier, and confirmed a quarterly dividend while continuing its extensive share buyback program. We'll examine how the recent large equity offering impacts Corebridge’s...

Saia shares rallied in the past week following an in-line US inflation report and news that the US and China extended their tariff truce for another 90 days, easing market concerns about trade tensions and future interest rates. This coordinated easing in inflation and international trade tensions is especially material for industrial transportation companies, as it directly improves both the economic outlook and sector sentiment. We'll examine how optimism about a potential interest rate...

Calumet, Inc. recently reported second quarter 2025 financial results, posting sales of US$1.03 billion and a net loss of US$147.9 million, both down versus the prior year period. Despite the larger loss, the company highlighted ongoing regulatory progress and strong operational execution, particularly in its Montana Renewables segment. We will explore how the rise in losses, despite solid renewables execution, may impact Calumet's longer-term investment outlook. The latest GPUs need a type...

In the past week, Commercial Metals has seen heightened investor optimism, driven by ongoing revenue growth and recent insider buying activity despite a five-year decline in earnings per share. An important insight is that continued revenue gains and insider confidence are shaping market expectations, even as earnings have lagged in recent years. We'll consider how renewed confidence from insider buying could influence Commercial Metals' growth-focused investment narrative and...

Permian Resources Corporation recently reported second-quarter 2025 results, highlighting lower net income of US$207.14 million and diluted earnings per share of US$0.28, despite increased production following its New Mexico bolt-on acquisition and affirmed quarterly dividend of US$0.15 per share. The combination of higher production guidance and near-term earnings pressure reveals a company focused on operational growth while managing the impact of weaker commodity prices and increased...

Earlier this year, Cracker Barrel Old Country Store received a Zacks Rank upgrade and saw its full-year earnings estimates rise, reflecting growing analyst confidence and outperforming its Retail-Wholesale sector peers. An important development is Cracker Barrel's strengthening outlook amid industry-wide benefits from menu price increases and operational improvements, underlining its effective adaptation to current restaurant trends. We'll examine how this improved analyst sentiment and...

Intuitive Surgical recently reported strong second-quarter 2025 results, with robust procedure growth and a top-line beat, but flagged rising tariff-related costs, higher operating expenses, and international capital expenditure constraints as factors weighing on margins. This combination of cost pressures and headwinds, despite continued international expansion and new technology development, has created uncertainty about the company's ability to sustain margin growth. We'll explore how...

In early August 2025, Praxis Precision Medicines announced topline results from its Phase 2 RADIANT study of vormatrigine for focal onset seizures and reported a net loss of US$71.13 million for the second quarter, with subsequent special calls and an earnings announcement. This news was shortly followed by Pomerantz LLP launching an investigation into the company, raising further scrutiny amid concerns about treatment-emergent adverse events and discontinuation rates observed in the...

Worthington Steel, Inc. recently rebounded in the second quarter following strong fiscal fourth quarter results ending in May, with more hedge funds adding the company to their portfolios compared to the previous quarter. This renewed investor interest, alongside continued support from firms such as Springview Capital Management, highlights Worthington Steel's appeal as a cyclical opportunity despite previous underperformance. We'll explore how increased hedge fund ownership could shape...

Impinj, Inc. announced its second quarter 2025 results in late July, reporting sales of US$97.89 million and net income of US$11.55 million, alongside issuing third quarter guidance projecting revenue between US$91.0 million and US$94.0 million with an expected GAAP net loss. While sales saw a year-over-year decrease, net income for the quarter improved, highlighting resilience in profitability despite sector-wide challenges and the company's forecast for a near-term loss. With quarterly...

Ralph Lauren Corporation recently reported stronger-than-expected results for its first fiscal quarter ended June 28, 2025, with net sales rising to US$1,719.1 million and net income reaching US$220.4 million, while the company also raised its full-year fiscal 2026 revenue and margin guidance. Management highlighted continued investments in direct-to-consumer channels, digital innovation, and global expansion as key drivers of the upgraded outlook, even as they noted ongoing macroeconomic...

On July 31, 2025, KLA Corporation reported higher-than-expected fourth-quarter and full-year earnings, with revenue reaching US$3.17 billion and net income at US$1.20 billion for the quarter, as well as a quarterly cash dividend declaration and guidance for continued strong financial performance in the next quarter. This period also saw renewed analyst confidence in KLA's international operations, highlighting not only robust earnings growth but also the increasing role of global markets in...

Luckin Coffee reported its second quarter and first half 2025 earnings results, posting revenue of CNY 12.36 billion and net income of CNY 1.25 billion for the quarter, both higher than the previous year. The company also achieved gains in basic and diluted earnings per share for both reporting periods, signaling improved profitability and strong operational performance. We'll explore how Luckin Coffee's robust earnings growth for both revenue and net income may influence its overall...

From April to July 2025, SouthState completed its share repurchase program by buying back 440,000 shares for US$42.81 million, representing 0.43% of outstanding shares as announced in February 2025. This action underscores SouthState’s focus on enhancing shareholder value and signals management’s confidence in the bank’s long-term prospects. To understand the impact of the completed buyback, we’ll explore how this move fits into SouthState’s broader investment narrative and future...

Dayforce Inc. recently released its second quarter 2025 earnings, reporting revenue of US$464.7 million and net income of US$21.3 million, turning around from a net loss in the same period last year, and issued updated guidance projecting total revenue for the full year in the range of US$1.94 billion to US$1.96 billion. This marks a period of strong year-over-year revenue and profit growth for the company, with management also completing a share buyback of 1.5 million shares for US$87.33...

On August 13, 2025, S&P Global Ratings upgraded ADT Inc. to a ‘BB’ rating, citing improved credit metrics and a significant reduction in ownership by financial sponsor Apollo, whose holding in ADT has fallen to around 14%. This governance change is expected to support stronger oversight and more disciplined financial policies as ADT focuses on enhancing its cash flows and capital allocation priorities. We'll explore how S&P's increased confidence in ADT's financial health could influence the...

Park Hotels & Resorts Inc. recently declared a third-quarter 2025 cash dividend of US$0.25 per share, payable on October 15, 2025, while also revising its full-year 2025 earnings guidance downward following the release of weaker second quarter results. The company’s move to sustain a high annualized dividend yield comes amid a reported net loss and declining revenues, highlighting the balance between shareholder returns and current profitability challenges. We’ll explore how the combination...

Earlier this month, Marriott International reported its second-quarter 2025 results, confirming quarterly revenue of US$6.74 billion and net income of US$763 million, announced updated earnings guidance for the remainder of the year, and detailed a new share buyback tranche totaling 3.6 million shares for US$925.3 million. A highlight from the announcement was Marriott's focus on branded luxury residences in key international markets, signaling a continued emphasis on diversifying its...

Interparfums, Inc. recently reported its second quarter 2025 results, showing sales of US$333.94 million and net income of US$31.99 million, both lower than the previous year, while also confirming a regular quarterly cash dividend and maintaining annual earnings guidance. Despite softer quarterly figures, the company’s reaffirmed full-year outlook highlights management’s confidence in overcoming recent international revenue challenges and ongoing economic uncertainty. With management...

In early August 2025, ADMA Biologics reported increased revenue and net income for the second quarter, reaffirmed its revenue guidance for 2025 and 2026, secured a new US$300 million credit agreement, and completed a US$14.98 million share buyback. A key takeaway is that the company’s expanded financial resources and reaffirmed long-term outlook signal a continued commitment to both operational growth and shareholder value initiatives. We’ll examine how the new US$300 million credit facility...

Coupang, Inc. recently reported its second quarter 2025 results, showing revenue of US$8.52 billion and net income of US$32 million following a loss last year, alongside positive six-month performance. A unique aspect is that despite Coupang's strong earnings turnaround, the company has not repurchased any shares under its buyback program during this period. We'll examine how Coupang's return to profitability amid a slowing earnings growth outlook may affect its longer-term investment...