U.S. Tech Hardware Stock News

Why ICU Medical is back on investors’ radar ICU Medical (ICUI) has moved back into focus after resolving a longstanding FDA warning letter tied to its Smiths Medical business and posting fourth quarter results with adjusted earnings above analyst expectations, along with 2026 guidance that came in ahead of consensus. The company paired these updates with detailed 2026 earnings guidance, giving investors clearer visibility into expected GAAP net income of US$26 million to US$44 million and...

CVR Energy stock snapshot after recent performance CVR Energy (CVI) has been on many investors’ radars after a mixed run, with the share price up about 1.7% over the past day but showing weaker returns across the past week and month. At a last close of US$21.07, CVR Energy sits below its past 3 months level, with the stock also reflecting a negative year to date return and a weaker 3 year total return. See our latest analysis for CVR Energy. The recent 1 day share price gain contrasts with...

Applied Optoelectronics (AAOI) shares have been in focus after a run to nine year highs, with investors reacting to a cluster of events around earnings, new data center products, and fresh manufacturing capacity. See our latest analysis for Applied Optoelectronics. The recent run has been sharp, with a 51.06% 1 month share price return and a 137.40% 3 month share price return as investors react to earnings anticipation, new AI focused data center products, and the Texas capacity expansion...

Archer Aviation has opened a new UK Engineering Hub in Bristol and announced plans to integrate NVIDIA’s IGX Thor platform into future aircraft to support advanced AI for safety-critical and autonomy-ready flight systems, including work tied to defense collaborations in the UK and with Anduril. By pairing an aerospace-focused talent base in Bristol with NVIDIA’s aviation AI technology, Archer is trying to deepen both its commercial air-taxi and defense technology capabilities across multiple...

On 17 February 2026, Bernstein Litowitz Berger & Grossmann LLP filed a class action alleging that Express Scripts, Cigna, and Evernorth diverted billions in drug rebates to a Swiss affiliate, Ascent, using disguised “fees” and formulary decisions that allegedly favored higher-paying drug manufacturers over lower-cost alternatives. The lawsuit directly challenges how Express Scripts and its parent Cigna structure and disclose PBM rebate economics, raising complex questions about fiduciary...

American Assets Trust: Recent Returns and Business Snapshot Without a single clear news event driving attention, American Assets Trust (AAT) is drawing interest as investors weigh its recent share performance against fundamentals such as revenue, net income and portfolio profile. See our latest analysis for American Assets Trust. The recent 7 day share price return of 4.6% and 1 month share price return of 8.0% contrast with a 1 year total shareholder return decline of 5.8%, suggesting short...

Breach Inlet Capital Management previously disclosed increasing its stake in Hilton Grand Vacations by purchasing 63,548 shares, while the company highlighted continued club member growth and contract sales strength across its timeshare platform. This combination of a larger institutional position and a broad, recurring-revenue membership base underscores how investor interest intersects with Hilton Grand Vacations’ integrated timeshare, financing, and resort operations model. We’ll now...

Sun Communities, Inc. recently approved an increase in its quarterly distribution to US$1.12 per common share and unit, up US$0.08 or about 8% from the prior US$1.04, implying an annual rate of US$4.48 per share beginning with the first-quarter 2026 payout, subject to ongoing Board approval each quarter. This higher distribution, announced alongside interim finance leadership returning to a familiar executive, highlights the company’s emphasis on income generation and continuity in its...

Trinity Industries (TRN) is back in focus after its latest quarterly results and 2026 earnings outlook, which highlighted higher net income and earnings per share along with lower sales compared with the prior year. See our latest analysis for Trinity Industries. At a share price of $34.60, Trinity Industries has given investors a 28.0% 1 month share price return and 31.2% 3 month share price return. Its 1 year total shareholder return of 19.4% points to momentum that has been building rather...

Earlier this month, Accenture created a new chief communications officer role and appointed longtime insider Rachel Frey to oversee internal and external communications, including media relations, financial communications, public affairs and crisis management, reporting directly to Chair and CEO Julie Sweet. Her elevation comes as Accenture intensifies its push into AI, linking leadership promotions to regular AI tool use and partnering with OpenAI to embed enterprise AI more deeply into...

Recently, Symbotic reported revenue that exceeded expectations, gained an upgrade to Overweight from KeyBanc on improved execution and rollout potential, and completed the acquisition of Fox Robotics to broaden its AI-powered warehouse automation capabilities. These developments arrive as Symbotic moves into a new phase of AI-driven automation expansion, potentially reshaping how major retailers and logistics players modernize their warehouse operations. Next, we’ll examine how KeyBanc’s...

Americold Realty Trust, Inc. reported fourth-quarter 2025 results showing sales of US$600.68 million and revenue of US$658.45 million, with net loss widening to US$88.34 million and loss per share from continuing operations at US$0.31. Alongside these weaker results, the company introduced a new Chief Financial Officer, Chris Papa, and set out a detailed 2026 plan focused on balance sheet repair, cost reductions, and targeted growth in higher-value cold storage segments. Next, we’ll examine...

AtriCure (ATRC) shares are in focus after the company paired improved 2025 results with new 2026 guidance that calls for US$600 million to US$610 million in revenue and an expectation of positive full year net income. See our latest analysis for AtriCure. The improved 2025 results and fresh 2026 guidance arrive after a tough run for investors, with a 30 day share price return of an 18.63% decline and a 1 year total shareholder return of an 18.88% decline, pointing to fading momentum despite...

Ultra Clean Holdings, Inc. reported fourth-quarter 2025 revenue of US$506.6 million, down from US$563.3 million a year earlier, and moved from net income of US$16.3 million to a net loss of US$3.3 million, contributing to a full-year 2025 loss of US$181.2 million on slightly lower annual revenue of US$2.05 billion. Despite the swing to losses, the company guided first-quarter 2026 revenue to US$505 million–US$545 million and GAAP diluted EPS between a loss of US$0.13 and earnings of US$0.03,...

In February 2026, Graco, a Newell Brands subsidiary, launched the SnugRide Turn & Slide Rotating Infant Car Seat, its first rotating infant seat featuring a 180-degree turn-and-slide mechanism, multiple safety technologies, and a lightweight 9.7-pound carrier, available in three colors for US$349.99 and as a US$649.99 travel system from major retailers. This product advances Newell’s baby gear portfolio by addressing caregiver physical strain and tight-space usability while preserving...

Caterpillar (CAT) is back in focus after its Power & Energy division posted 23% year over year sales growth, supported by demand for natural gas generators and battery storage from a broader customer base beyond traditional data center users. See our latest analysis for Caterpillar. Recent enthusiasm around Power & Energy has been reflected in the share price, with a 30 day share price return of 20.72% and a 90 day share price return of 33.51%. The 1 year total shareholder return of 126.27%...

SolarEdge Technologies recently reported fourth-quarter 2025 results, with sales rising to US$335.36 million and annual revenue reaching US$1.18 billion, while the company continued to post losses but at reduced levels versus 2024. The company also issued first-quarter 2026 revenue guidance of US$290 million to US$320 million, excluding significant one-time or pulled-forward sales, and highlighted new partnerships such as its WeaveGrid collaboration to broaden grid-services revenue...

In February 2026, CF Industries Holdings, Inc. reported that for the fourth quarter and full year ended December 31, 2025, sales rose to US$1,872 million and US$7,084 million respectively, while net income increased to US$404 million for the quarter and US$1.46 billion for the year, alongside higher earnings per share. The company also recorded US$76 million of asset impairments at its Donaldsonville and Yazoo City complexes but still returned US$340 million through completing a...

Why Charles River Laboratories International (CRL) Is Back on Investor Radar Charles River Laboratories International (CRL) has drawn attention after fourth quarter adjusted earnings and revenue came in ahead of Wall Street forecasts, paired with 2026 guidance that points to potential earnings and margin improvement. See our latest analysis for Charles River Laboratories International. The latest earnings beat and guidance come after a sharp reset in expectations, with a 30 day share price...

Brady (BRC) is back in focus after reporting stronger than expected quarterly earnings, marking its 20th consecutive quarter of organic sales growth, raising full year earnings guidance, and emphasizing higher margin engineered products. See our latest analysis for Brady. The latest move in Brady's story is also showing up in the share price. The stock has a 1 month share price return of 8.60%, a 3 month share price return of 13.35% and a year to date share price return of 16.40%, while the 1...

Gentherm (THRM) is back in focus after reporting fourth quarter and full year 2025 results that showed much lower net income alongside record revenue, along with new revenue guidance for 2026 and 2027. See our latest analysis for Gentherm. The latest results and 2026 to 2027 revenue guidance came as the share price closed at $32.51, with a 1 day share price return of 4.69% decline and a 1 year total shareholder return of 4.35% decline. This points to pressure on the Gentherm story after...

UGI stock reacts to Q1 earnings and business reshaping UGI (UGI) is in focus after Q1 FY 2026 earnings, a major business reshaping in Europe, senior leadership changes, and expansion into new U.S. states drew fresh attention to the stock. See our latest analysis for UGI. At a share price of US$37.45, UGI has seen a 1 day share price return of 2.19% decline and a softer 7 day and 30 day share price return. However, its 1 year total shareholder return of 17.38% and 5 year total shareholder...

Stoke Therapeutics recently reported that it has dosed the first patient in its Phase 1 OSPREY trial of STK-002, an investigational antisense oligonucleotide designed to boost OPA1 protein expression and potentially treat Autosomal Dominant Optic Atrophy, a rare inherited cause of progressive, irreversible vision loss with no approved therapies. This first-in-human study moves Stoke’s TANGO platform into a new ophthalmic indication, offering an early real-world test of whether upregulating...

Ichor Holdings (ICHR) is drawing fresh attention after reporting strong Q4 results, issuing upbeat guidance for 2026, and receiving several analyst upgrades that highlight revenue growth projections and expected margin improvements under new leadership. See our latest analysis for Ichor Holdings. That Q4 beat and upbeat 2026 commentary come on top of powerful momentum in the share price, with a 30 day share price return of 62.60% and a year to date share price return of 150.32%. The 1 year...