U.S. Tech Hardware Stock News

Recently, JPMorgan initiated coverage on electronics manufacturing services provider Sanmina with a Neutral rating, emphasizing the company’s exposure to cyclical industrial markets and relatively slower gross margin expansion versus peers. This new coverage contrasts with generally positive analyst sentiment and highlights how differing views on Sanmina’s earnings quality and end‑market risk profile can shape investor expectations. We’ll now examine how JPMorgan’s caution around Sanmina’s...

BigBear.ai Holdings (BBAI) is back in focus after proposing an amendment to double its authorized common stock to 1,000,000,000 shares, alongside recent pressure from a 37.71% year-over-year revenue decline. See our latest analysis for BigBear.ai Holdings. The share price reaction has been harsh in the short term, with a 16.59% 1 month share price decline and a 41.44% year to date share price decline. However, the 1 year total shareholder return of 9.27% and 3 year total shareholder return of...

In March 2026, Bloom Energy announced that Simon Edwards, a veteran finance leader with experience at Groq, Conga, ServiceMax, and GE, would become its Chief Financial Officer effective April 13, 2026, bringing expertise in scaling technology, digital infrastructure, and operational systems. The appointment underscores Bloom’s push to align its financial leadership with rising demand for resilient onsite power as AI data centers, manufacturers, and healthcare providers seek faster, more...

NRG Energy recently faced pressure after a March secondary offering of 14.3 million shares by LS Power affiliates at a discount, alongside leadership uncertainty tied to the upcoming April 30 CEO transition and insider selling by the incoming chief executive. These governance and ownership shifts are unfolding just as analysts are reassessing NRG’s earnings outlook, highlighting how capital structure and leadership changes can influence confidence in its long-term power and home services...

In recent months, Bernstein Private Wealth Management, a unit of AllianceBernstein L.P., expanded Kim Mustin’s role to a national leadership position overseeing the firm’s Business Owner segment, which focuses on advising private business owners on selling and monetizing their companies. The firm also reported that new business in this segment is accelerating, with its first-quarter 2026 run rate already nearly one-third of the full-year 2025 total, highlighting how focused leadership can...

In March 2026, Patrick Industries, Inc. unveiled The Experience, a collaborative digital design studio in its Elkhart, Indiana Design Center, anchored by a 50-by-14-foot ultra-high-resolution LED screen and a new Digital Twin process to help OEMs rapidly visualize and refine full-scale RV, marine, powersports, and housing products. This initiative highlights Patrick’s push to integrate advanced visualization and virtual prototyping into its offering, potentially tightening customer...

GE HealthCare Technologies (GEHC) has put its Photonova Spectra photon-counting CT system in the spotlight after securing U.S. FDA 510(k) clearance, a regulatory milestone that validates commercial use for advanced cardiac imaging. See our latest analysis for GE HealthCare Technologies. The FDA 510(k) clearance for Photonova Spectra arrives after a period in which GE HealthCare’s 1 month share price return of 10.2% and year to date share price return of 13.09% have been weak. At the same...

Teledyne Technologies (NYSE:TDY) has secured a major contract with the UK Ministry of Defence to supply autonomous ocean observing systems for the Royal Navy. The company has reorganized its space focused operations into a new initiative called Teledyne Space, combining multiple space related capabilities. These moves highlight Teledyne's focus on advanced maritime and space technologies that are closely tied to defense and national security needs. For investors tracking NYSE:TDY, the new...

Earnings surprise and guidance put focus on Lattice Semiconductor Lattice Semiconductor (LSCC) drew attention after reporting quarterly revenue above expectations, tighter inventories, and data center strength linked to AI, while issuing next quarter revenue guidance that also topped analyst forecasts. See our latest analysis for Lattice Semiconductor. The latest results come after a sharp run in the share price, with a 90 day share price return of 29.85% and a 1 year total shareholder return...

Recent shareholder litigation and board-level fiduciary duty questions have pushed Fiserv (FISV) into focus, as a class action complaint and law firm investigation intersect with cautious analyst ratings and a consensus Hold stance. See our latest analysis for Fiserv. At a share price of US$55.45, Fiserv has a 1 month share price return of 10.35% and a year to date share price return of 15.46%. The 1 year total shareholder return of 75.48% and 5 year total shareholder return of 54.96% point...

In March 2026, the FDA’s Center for Biologics Evaluation and Research issued an untitled letter to Iovance Biotherapeutics over Amtagvi promotional materials, citing potentially misleading references to overall survival data and giving the company 15 working days to respond. This regulatory pushback highlights the sensitivity around how Iovance communicates clinical outcomes for its first commercial product, a key element of its growth ambitions. We’ll now explore how the FDA’s concerns over...

Context for CareTrust REIT after recent price moves CareTrust REIT (CTRE) has seen mixed share performance recently, with a gain of 1.3% over the past day, a small decline over the past week, and a larger drop over the past month. See our latest analysis for CareTrust REIT. That short term weakness sits alongside a 2.3% year to date share price return and a 35.5% total shareholder return over the past year, supported by even stronger 3 and 5 year total shareholder returns. If CareTrust REIT’s...

If you are wondering whether Tripadvisor is a bargain at its current share price or cheap for a reason, this article breaks down what the market might be implying about its value. The stock last closed at US$10.71, with a 12.6% return over the past week and 7.3% over the past month, but a 26.8% decline year to date and a 25.2% decline over the past year. Recent headlines around Tripadvisor have focused on ongoing competition among travel platforms and how consumer behavior is evolving as...

Garmin (NYSE:GRMN) has entered a partnership with Natural Cycles to integrate FDA cleared fertility and reproductive health tracking into compatible Garmin smartwatches. The collaboration brings non hormonal birth control and detailed fertility insights to Garmin's wearable platform through Natural Cycles' approved algorithm. The integration extends Garmin's health tracking capabilities into reproductive health, targeting users seeking data driven support for cycle tracking and family...

In recent months, Deckers Outdoor has earned a Zacks Rank #1 (Strong Buy) after a series of quarterly earnings and revenue beats and upward analyst estimate revisions, reflecting improved expectations for its near‑term performance. At the same time, the company’s constant-currency growth and operating margin have trailed industry benchmarks, highlighting an interesting contrast between analyst optimism and underlying profitability pressures. We’ll now examine how this stronger analyst...

On March 17, 2026, at the NVIDIA AI Conference & Expo, Nvidia announced a collaboration with Coupang to build an AI factory that combines Coupang Intelligent Cloud with Nvidia DGX SuperPOD, creating a self-service environment for developing and testing AI models across its global e-commerce, logistics, and delivery operations. This effort positions Coupang as a launch partner for Nvidia Dynamo and signals a deeper integration of advanced AI into its Rocket Delivery and fulfillment network,...

Intel (NasdaqGS:INTC) is buying back Apollo Global Management’s 49% stake in its Fab 34 facility in Ireland. The transaction is valued at $14.2b and restores Intel to full ownership of the advanced chip plant. Fab 34 is central to Intel’s plans for advanced AI processors and contract manufacturing for external customers. For you as an investor, this move sits at the intersection of Intel’s core business in CPUs, its push into AI chips, and its foundry services ambitions. The company has...

In recent weeks, Celsius Holdings reported quarterly revenue of US$721.63 million and earnings per share of US$0.26, both beating analyst estimates, while Deutsche Bank upgraded its rating after reassessing competition from Costco’s private-label energy drink and the company’s integration of Alani Nu and Rockstar. Together with Celsius’s roughly 20% share of U.S. energy drink dollars and expectations for gross margin recovery to the low 50s by mid-2026, these developments highlight how brand...

Why Kodiak Gas Services is on investors’ radar Kodiak Gas Services (KGS) has drawn attention after a strong past 3 months, with the stock showing a 54.8% total return while operating a US focused contract compression and services business. See our latest analysis for Kodiak Gas Services. That recent 54.8% 3 month share price return contrasts with a softer 7 day share price return of a 2.1% decline. The latest close at $57.90 sits against a 1 year total shareholder return of 57.3%, suggesting...

Eli Lilly (NYSE:LLY) received U.S. FDA approval for Foundayo, its first oral, once-daily GLP-1 weight loss pill for obesity and overweight patients with related conditions. The company launched Foundayo commercially in the U.S. immediately after approval, making it available through LillyDirect and retail pharmacies. Foundayo can be taken at any time without food or water restrictions and is being introduced with tailored pricing to broaden access. Eli Lilly enters a new phase in obesity...

In late March 2026, Moderna participated in the World Vaccine Congress Washington and the 4th annual Entrepreneurship Summit, where senior leaders highlighted its evolving mRNA vaccine and cancer-therapy ambitions while the company continued to address operational and legal challenges. Together with a multi‑billion‑dollar patent settlement and progress toward individualized cancer vaccines, these events underline Moderna’s attempt to reset its long‑term direction beyond COVID‑19. Next,...

Snap (SNAP) is back in the spotlight after activist investors Irenic Capital Management and Randian Capital publicly pressed for sweeping changes, including a potential Spectacles spin off, tighter costs, and a sharper focus on artificial intelligence. See our latest analysis for Snap. The recent activist letters arrived after a long stretch of weak performance, with the share price at US$4.90 and a year-to-date share price return of about 40% in decline. The 1-year total shareholder return...

C.H. Robinson Worldwide (CHRW) has responded to higher diesel costs tied to a new Middle East conflict by rolling out free discount fuel cards and temporary fee free cash advances for its contract carriers. See our latest analysis for C.H. Robinson Worldwide. The latest diesel support measures arrive at a time when C.H. Robinson’s share price has been volatile, with a 1-day share price return of 1.46%, a 30-day share price return of 10.01%, and a 1-year total shareholder return of 66.99%...

If you are wondering whether Varonis Systems at around US$21.74 is starting to look interesting on price, the key question is how that tag compares with what the business might reasonably be worth. The stock has seen mixed returns, with a 1.6% move over the last 7 days, a 5.8% decline over 30 days, and much steeper negative returns of 32.1% year to date and 47.7% over the past year. These moves have kept Varonis on many watchlists as investors reassess their appetite for higher risk software...