U.S. Tech Hardware Stock News

NasdaqGM:ATRC
NasdaqGM:ATRCMedical Equipment

Assessing AtriCure (ATRC) Valuation After Mixed Share Performance And Clinical Trial Progress

AtriCure (ATRC) has drawn investor attention after a period of mixed share performance, with a loss of 9.18% over the past month but a 16.83% gain in the past 3 months. See our latest analysis for AtriCure. At a share price of $36.80, AtriCure’s recent 7 day and 1 month share price returns of 2.57% and 9.18% declines contrast with a 16.83% gain over 90 days. The 1 year, 3 year and 5 year total shareholder returns of 10.96%, 13.92% and 41.49% declines indicate that momentum has only recently...
NasdaqGS:AFRM
NasdaqGS:AFRMDiversified Financial

Affirm Partnerships With Intuit And Expedia Test Power Of Embedded BNPL

Affirm Holdings (NasdaqGS:AFRM) has expanded partnerships with Intuit's QuickBooks, Expedia Group, Bolt, and Fiserv to become a default buy now, pay later option across business, travel, e-commerce, and banking platforms. Affirm is set to be the exclusive buy now, pay later provider for QuickBooks Payments, a major checkout partner in Bolt, and the exclusive provider for select Expedia Group travel brands in the US. Through Fiserv, thousands of banks and credit unions are expected to gain...
NYSE:BBU
NYSE:BBUIndustrials

Does Earnings Beat, Share Buyback And Reorganization Plan Change The Bull Case For Brookfield Business Partners (BBU)?

Brookfield Business Partners L.P. recently reported fourth-quarter 2025 sales of US$7,094 million and a quarterly net loss of US$42 million, while affirming plans for a US$0.0625 per-share dividend tied to its pending corporate reorganization and an ongoing annual dividend of US$0.25 per share. Alongside completing a US$72 million buyback of 2,100,000 shares and modestly reducing its annual net loss to US$26 million, the business attracted supportive analyst commentary highlighting capital...
NasdaqGS:WAY
NasdaqGS:WAYHealthcare Services

Is It Time To Reassess Waystar Holding (WAY) After The Recent Share Price Slide?

If you are trying to figure out whether Waystar Holding stock now offers value, it helps to step back from the recent share price swings and look at what the current market price might be implying. Over the recent period, the shares closed at US$23.99, with returns of a 13.1% decline over 7 days, a 24.5% decline over 30 days, a 23.5% decline year to date, and a 42.8% decline over 1 year, which may prompt questions about how risk and potential reward are being priced in. These moves sit...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

IREN Resets Business Model With US$9.7b Microsoft AI Cloud Deal

NasdaqGS:IREN has signed a long term, US$9.7b partnership with Microsoft focused on AI cloud services. The company is transitioning its core operations away from bitcoin mining toward AI driven cloud infrastructure. IREN is advancing its large scale Sweetwater project to support this shift in data center capacity. For you as an investor, the key shift is that NasdaqGS:IREN is repositioning from a crypto mining operator to an AI focused infrastructure provider. Instead of relying mainly on...
NYSE:TFC
NYSE:TFCBanks

Truist’s New AI Receivables Platform And What It Means For Valuation

Truist Financial (NYSE:TFC) has launched an AI powered integrated receivables platform for commercial and corporate clients. The new platform uses machine learning tools to support cash management, operational efficiency, and fraud controls. The offering targets long standing receivables and payments pain points for finance teams across Truist’s business client base. For investors watching Truist Financial at a share price of $55.14, this move sits alongside a period of positive stock...
NYSE:KWR
NYSE:KWRChemicals

Assessing Quaker Chemical (KWR) Valuation After Earnings Beat And Stronger High Value Formulation Demand

Quaker Chemical (KWR) drew fresh attention after its recent earnings modestly topped expectations, with management pointing to strong customer demand, realized synergies, and greater use of higher-value formulations as key drivers. See our latest analysis for Quaker Chemical. The recent earnings beat has been followed by strong momentum in the share price, with a 1-month share price return of 20.28% and a 90-day share price return of 29.22%. The 1-year total shareholder return of 26.60%...
NYSE:GS
NYSE:GSCapital Markets

Is It Too Late To Consider Goldman Sachs (GS) After Its Strong Multi Year Share Price Run?

If you are asking whether Goldman Sachs Group shares still offer value after a strong run, you are not alone. This article is set up to help you frame that question clearly. The stock last closed at US$913.30, with returns of 44.4% over 1 year, 162.5% over 3 years and 238.0% over 5 years, while the year to date move sits close to flat at a 0.1% decline. Recent headlines around Goldman Sachs Group have focused on its role as a major global investment bank and financial services provider,...
NYSE:DRI
NYSE:DRIHospitality

Darden Shutters Bahama Breeze To Reuse Sites For Higher Return Brands

Darden Restaurants (NYSE:DRI) is discontinuing the Bahama Breeze brand and closing 14 locations. Roughly half of the remaining Bahama Breeze sites will be converted to other Darden concepts. The move is part of a broader portfolio reshaping focused on brands with stronger unit economics. Darden Restaurants, trading at $212.22, is acting on a full review of its brand portfolio by winding down Bahama Breeze and reallocating those locations to concepts it views as more scalable. The stock has...
NYSE:SKY
NYSE:SKYConsumer Durables

Champion Homes (SKY) Margin Improvement Tests Bullish Narratives Despite Premium Valuation

Champion Homes (SKY) reported Q3 2026 revenue of US$656.6 million with basic EPS of US$0.97. This comes against a backdrop where trailing twelve month figures show revenue of about US$2.6 billion and EPS of US$3.77. The company has seen quarterly revenue move between US$593.9 million and US$701.3 million over the past six reported periods, while basic EPS has ranged from US$0.63 to US$1.13. This performance contributes to trailing net income of US$213.6 million. With net profit margin at 8.1%...
NasdaqGS:WFRD
NasdaqGS:WFRDEnergy Services

Weatherford International (WFRD) Margin Slippage To 8.8% Tests Bullish Earnings Narratives

Weatherford International’s FY 2025 Earnings Snapshot Weatherford International (WFRD) closed out FY 2025 with Q4 revenue of US$1.3b and basic EPS of US$1.92, backed by net income of US$138m. The company has seen quarterly revenue range from US$1,193m to US$1,341m across the last six reported periods, while basic EPS has moved between US$1.04 and US$2.14 over the same stretch. This provides a clear view of how the top and bottom lines have tracked through the cycle. With a trailing twelve...
NasdaqGS:COGT
NasdaqGS:COGTBiotechs

Is FDA Breakthrough Status And Rapid Review For Bezuclastinib Reshaping The Case For Cogent Biosciences (COGT)?

In January 2026, Cogent Biosciences announced that the FDA granted Breakthrough Therapy Designation to bezuclastinib plus sunitinib for previously imatinib-treated GIST, based on PEAK trial data showing improved progression-free survival and a favorable safety profile compared with sunitinib alone. The FDA’s decision to review Cogent’s New Drug Application under its Real-Time Oncology Review program highlights regulatory interest in potentially accelerating access to this combination...
NYSE:NCLH
NYSE:NCLHHospitality

Record Luxury Bookings And Fleet Growth Contrast With Norwegian Cruise Line Valuation

Oceania Cruises reported record launch day bookings for its new ship, Oceania Sonata, surpassing prior booking records by a wide margin. The keel laying of Oceania Sonata marks the start of a new class of luxury vessels, with four Sonata Class ships scheduled for delivery through 2035. These developments highlight Norwegian Cruise Line Holdings' focus on expanding its premium and luxury offerings within the broader cruise market. For investors watching Norwegian Cruise Line Holdings...
NYSE:GGG
NYSE:GGGMachinery

Graco (GGG) Valuation Check After Q4 Growth, Margin Gains And Upbeat 2026 Sales Outlook

Graco (GGG) is back in focus after its fourth quarter and full year 2025 earnings, where sales, net income, and earnings per share all came in higher than the prior year’s levels. See our latest analysis for Graco. The earnings release and 2026 sales guidance have come alongside a 1-day share price return of 3.14%, adding to a 30-day share price return of 9.66% and a 1-year total shareholder return of 9.69%. Taken together, these figures suggest that momentum has been picking up recently. If...
NYSE:AWK
NYSE:AWKWater Utilities

A Look At American Water Works (AWK) Valuation As Market Price Trails Popular Fair Value Estimates

American Water Works Company (AWK) continues to trade around $124.30, with recent returns showing a 1 day decline of 1.26% and weaker performance over the past week, month, and past 3 months. See our latest analysis for American Water Works Company. Recent trading has been soft, with a 1 day share price return decline of 1.26%, a 7 day share price return decline of 2.16% and a year to date share price return decline of 4.62%, while the 1 year total shareholder return of 3.03% suggests only...
NYSE:AORT
NYSE:AORTMedical Equipment

Did Strong Aortic Arch Trial Outcomes Just Shift Artivion's (AORT) Investment Narrative?

Artivion recently presented new clinical data from the NEXUS TRIOMPHE and AMDS PERSEVERE IDE trials at the 62nd Annual Meeting of the Society of Thoracic Surgeons, highlighting strong one- and two-year outcomes in high-risk aortic arch patients. The results, including high survival and stroke-free rates plus sustained aortic remodeling without new entry tears, underscore the potential clinical importance of Artivion’s aortic arch technologies in complex dissections and aneurysms. Next, we...
NYSE:AXP
NYSE:AXPConsumer Finance

American Express Expands UK Small Business Financing As Shares Lag Targets

American Express has launched a new pay over time option for small business owners in the UK. The feature expands the company’s flexible financing tools aimed at small enterprises. The move positions American Express alongside card peers that already offer installment and revolving credit features to business clients. For investors watching NYSE:AXP, this UK launch adds another piece to the small business story at a time when financing tools are a key part of card issuers’ value...
NasdaqGS:WGS
NasdaqGS:WGSHealthcare

Is GeneDx Holdings (WGS) Pricing Reflect Recent Slide And DCF Upside Potential

If you are trying to work out whether GeneDx Holdings is attractively priced or not, it helps to first understand how its recent share price and valuation checks line up. The stock last closed at US$85.35, with a 10.4% decline over the past week and a 35.1% decline over the last 30 days, set against a 27.0% gain over the past year and a very large return over three years. Those mixed returns, including a very large three year move and a 35.5% decline year to date, suggest the market has been...
NYSE:XPO
NYSE:XPOTransportation

Is It Too Late To Consider XPO (XPO) After Its Recent Share Price Surge

If you are wondering whether XPO at around US$179.54 is still offering value after its strong run, you are not alone. That is exactly what this article is going to unpack. The stock has seen sharp recent moves, with returns of 21.1% over 7 days, 23.7% over 30 days, 29.4% year to date, 31.7% over 1 year and a very large 3 year and 5 year return. This naturally raises questions about risk and upside from here. Recent coverage has focused on XPO's position in the transportation and logistics...
NasdaqCM:SGMO
NasdaqCM:SGMOBiotechs

Assessing Sangamo Therapeutics (SGMO) Valuation After New Fabry Data Financing Move And Leadership Changes

Clinical and financing moves put Sangamo Therapeutics (SGMO) in focus Sangamo Therapeutics (SGMO) moved into the spotlight after releasing detailed Phase 1/2 STAAR study data for its Fabry gene therapy candidate, alongside a US$25 million follow on equity offering and a change in its finance leadership. See our latest analysis for Sangamo Therapeutics. Against this backdrop of clinical data, financing and leadership change, Sangamo Therapeutics’ share price has been under pressure, with a 30...
NYSE:WSO
NYSE:WSOTrade Distributors

Assessing Watsco (WSO) Valuation After Giverny Capital’s New Portfolio Position

Why Giverny Capital’s Move Put Watsco (WSO) Back on Investors’ Radar Giverny Capital Asset Management’s decision to initiate a 3.5% portfolio position in Watsco (WSO) has drawn fresh attention to the HVAC distributor’s stock, particularly given the firm’s focus on long term compounders. The investment firm highlighted Watsco’s role as the largest distributor of HVAC systems in the U.S., as well as its ties with major brands such as Carrier, Rheem, and Daikin, as key reasons for adding the...
NYSE:WRBY
NYSE:WRBYSpecialty Retail

What Warby Parker (WRBY)'s Insurance Expansion And Smart Eyewear Partnerships Mean For Shareholders

Warby Parker recently highlighted its resilience in a softer consumer backdrop, supported by a broader in-network insurance footprint that now includes Versant and helps capture demand as customers use their vision benefits, particularly in the seasonally important fourth quarter. At the same time, the company is positioning itself as an early mover in intelligent eyewear through partnerships with Google and Samsung, backed by substantial capital and product development support from these...
NYSE:STWD
NYSE:STWDMortgage REITs

A Look At Starwood Property Trust (STWD) Valuation After Leadership Move And Ongoing High Dividend Focus

The spotlight on Starwood Property Trust (STWD) has sharpened as investors weigh its high dividend yield against interest rate and real estate cycle risks, while Starwood Capital refreshes U.S. asset management leadership with John Gonnella’s appointment. See our latest analysis for Starwood Property Trust. Despite the latest leadership move at Starwood Capital, Starwood Property Trust’s share price has been relatively steady, with a 2.21% 1 day share price return and a 1.15% 90 day share...
NYSE:XPEV
NYSE:XPEVAuto

XPeng (XPEV) Valuation In Focus After January 2026 Deliveries Drop 34%

XPeng (XPEV) is back in focus after January 2026 deliveries fell 34% year over year to 20,011 vehicles, a shift that has sharpened attention on its near term growth and profitability path. See our latest analysis for XPeng. The weaker January deliveries have been accompanied by fading share price momentum, with XPeng’s 30 day share price return of 16.77% and 90 day share price return of 29.80% both in decline. Its 3 year total shareholder return of 70.43% still contrasts sharply with its 5...