U.S. Tech Hardware Stock News

NYSE:VZ
NYSE:VZTelecom

Verizon Pricing Reset And Leadership Shift Put Valuation Gap In Focus

Verizon Communications (NYSE:VZ) has a new CEO, Dan Schulman, who is signaling a move away from frequent price hikes toward value-based pricing. Schulman is pairing this pricing reset with a stronger focus on customer experience for Verizon’s Consumer Group. The company is making major leadership changes within the Consumer Group as part of this broader shift. For you as an investor, this update touches the core of Verizon’s business: wireless and broadband services for millions of consumer...
NYSE:APH
NYSE:APHElectronic

Does Strong 2025 Results And Capital Returns Shift The Bull Case For Amphenol (APH)?

Amphenol Corporation recently reported strong 2025 results, including US$23.09 billion in sales and US$4.27 billion in net income, introduced first‑quarter 2026 sales guidance of US$6.90 billion to US$7.00 billion, declared a US$0.25 per‑share dividend for April 2026, and outlined leadership changes as longtime Chairman Martin H. Loeffler plans to retire. Taken together with ongoing share repurchases and the CEO’s planned transition to Chairman, these moves highlight Amphenol’s focus on...
NYSE:EQT
NYSE:EQTOil and Gas

EQT Dividend Declaration Highlights Cash Returns And Long Term Shareholder Story

EQT Corporation's Board of Directors has declared a quarterly cash dividend. The dividend decision reflects the company's ongoing commitment to returning cash to shareholders. The announcement arrives as EQT (NYSE:EQT) trades around $56.13 per share. EQT, trading at about $56.13, has attracted attention with multi year returns that are very large, including a 90.5% return over 3 years and a 238.3% return over 5 years. In the shorter term, the stock shows a 9.9% return over the past 30 days...
NYSE:GATX
NYSE:GATXTrade Distributors

Assessing GATX (GATX) Valuation As Recent Momentum Meets Conflicting Fair Value Signals

GATX stock in focus GATX (GATX) is drawing investor attention after recent share price moves, with the stock last closing at $189.13. That price sits alongside solid trailing returns and fresh fundamental data now available. See our latest analysis for GATX. Recent momentum has been firm, with a 7.5% 1 month share price return and a 21.3% 3 month share price return, contributing to a 3 year total shareholder return of 78.3%. This suggests strengthening sentiment rather than fading...
NYSE:BG
NYSE:BGFood

Assessing Bunge Global (BG) Valuation After Earnings Lift Sales But Pressure Profitability

Why Bunge Global (BG) Is Back in Focus After Its Latest Earnings Bunge Global (BG) is back on investors’ radar after its latest earnings, reporting fourth quarter sales of US$23,762 million and net income of US$95 million, compared with US$602 million a year earlier. See our latest analysis for Bunge Global. The latest earnings release appears to have reset expectations, yet the share price has still built momentum, with a 30 day share price return of 18.66% and a 1 year total shareholder...
NYSE:DGX
NYSE:DGXHealthcare

Assessing Quest Diagnostics (DGX) Valuation After Launch Of New Myeloma MRD Blood Test

Quest Diagnostics (DGX) just launched Quest Flow Cytometry MRD for Myeloma, a blood based test that measures residual disease in multiple myeloma and offers sensitivity comparable to next generation sequencing at a lower cost. See our latest analysis for Quest Diagnostics. Quest Diagnostics’ launch of the new myeloma MRD test comes as momentum has been gradually building, with the share price at US$191.25 and a 30 day share price return of 9.64%, while the 1 year total shareholder return...
NYSE:CLX
NYSE:CLXHousehold Products

Assessing Clorox (CLX) Valuation As Shares Show Fresh Short Term Momentum

Why Clorox (CLX) is back on many investors’ radar Clorox (CLX) has caught fresh attention after recent trading, with the stock now around $119.59 and showing positive returns over the past month and past 3 months. See our latest analysis for Clorox. Recent trading has added to that momentum, with a 30 day share price return of 12.62% and a 90 day share price return of 13.86%, even though the 1 year total shareholder return is still a 15.39% decline. This mix of shorter term strength and...
NasdaqGS:SMCI
NasdaqGS:SMCITech

Super Micro’s AI Growth Story Balances Record Sales With Margin And Insider Risks

Super Micro Computer (NasdaqGS:SMCI) reports record quarterly results powered by AI focused server demand. The company secures major AI data center infrastructure wins that expand its role in next generation compute build outs. Management issues an upbeat full year revenue outlook while gross margins face pressure. Recent insider selling by executives adds an extra consideration for investors assessing the stock. Super Micro Computer, known for its AI optimized server and storage systems,...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Rivian Settlement Sheds Light On Legal Risks And Valuation Gap

Rivian Automotive (NasdaqGS:RIVN) has agreed to a proposed US$250 million settlement to resolve a major securities class action lawsuit. The agreement, which remains subject to court approval, is intended to address historical disputes over past securities disclosures. If approved, the settlement would reduce ongoing legal risk for shareholders and close a long running source of uncertainty around the company. Rivian, an electric vehicle manufacturer focused on trucks, SUVs, and commercial...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Is It Too Late To Consider Intel (INTC) After A 154% One Year Surge?

For investors wondering whether Intel at US$50.24 is still reasonably priced or if most of the easy gains are already behind it, this article walks through what the current numbers are really saying about the stock. Over the short term, Intel has returned 2.9% over the last 7 days and 10.3% over the last 30 days. Its year to date return is 27.6% and its 1-year return is 154.1%, compared to 80.3% over 3 years and a 10.6% decline over 5 years. These mixed return figures sit against a backdrop...
NYSE:GHC
NYSE:GHCConsumer Services

Assessing Graham Holdings (GHC) Valuation As Shares Trade On A Low P/E And DCF Suggests Upside

Why Graham Holdings (GHC) Is On Investors’ Radar Today Graham Holdings (GHC) has drawn attention after recent share price moves, with the stock closing at $1,118.60. That puts fresh focus on how its diversified operations and current return profile fit into long term portfolios. See our latest analysis for Graham Holdings. While the latest 3.42% one day share price decline and softer 7 day and 30 day share price returns may hint at cooling short term momentum, Graham Holdings still shows...
NasdaqGS:WYNN
NasdaqGS:WYNNHospitality

Assessing Wynn Resorts (WYNN) Valuation As Investor Interest Returns

Why Wynn Resorts (WYNN) Is Back on Investors’ Radar Recent trading in Wynn Resorts (WYNN) has drawn attention, with the share price near $116.94 and a mixed pattern of short term returns over the past week, month, and past 3 months. See our latest analysis for Wynn Resorts. At around $116.94, Wynn Resorts’ recent 7.11% 7 day share price return contrasts with a 7.24% 90 day share price decline, while its 49.52% 1 year total shareholder return points to stronger longer term momentum. If you are...
NasdaqGS:SOHU
NasdaqGS:SOHUEntertainment

Sohu.com (SOHU) Returns To Profit In Q3 EPS Turnaround Tests Volatility Concerns

Sohu.com (SOHU) just posted its FY 2025 third quarter numbers, with revenue of US$180.2 million, basic EPS of US$0.32 and net income excluding extra items of US$8.7 million setting the tone for the latest update. The company has seen revenue move from US$151.9 million in Q3 2024 to US$180.2 million in Q3 2025, while basic EPS shifted from a loss of US$0.52 to a profit of US$0.32. This gives investors a cleaner read on how margins are shaping up after a volatile run of results. See our full...
NasdaqGS:ADBE
NasdaqGS:ADBESoftware

Has The Recent Slide In Adobe (ADBE) Opened Up A Valuation Opportunity?

If you are wondering whether Adobe's current share price lines up with its long term potential, this article will walk you through what the numbers are saying about value. Adobe's stock closed at US$266.90 most recently, with returns of 9.0% decline over 7 days, 20.1% decline over 30 days, 19.9% decline year to date, 40.8% decline over 1 year, 28.8% decline over 3 years and 46.5% decline over 5 years, which may change how investors think about both upside and risk. Recent attention on Adobe...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

EU Antitrust Move Targeting WhatsApp AI Access Could Be A Game Changer For Meta Platforms (META)

In early February 2026, European Union competition regulators formally charged Meta Platforms with breaching antitrust rules by excluding rival artificial intelligence assistants from its WhatsApp messaging service, and signaled they may impose interim measures to prevent what they view as serious and irreparable harm to competition. The case puts WhatsApp’s Business API at the center of a broader fight over how much control a dominant messaging platform should have over access for...
NYSE:CLF
NYSE:CLFMetals and Mining

Cleveland Cliffs (CLF) Quarterly Loss Extends Unprofitable Narrative Despite US$4.7b Q3 Revenue

Cleveland Cliffs (CLF) just posted its FY 2025 numbers with Q3 revenue of US$4.7b and a basic EPS loss of US$0.50, alongside trailing twelve month revenue of US$18.6b and a basic EPS loss of US$3.40. Over recent quarters the company has seen revenue move between US$4.3b and US$5.2b while basic EPS has ranged from a small loss of roughly US$0.00 to a loss of US$1.00 per quarter, setting a mixed backdrop for how you read this latest print. With the shares at US$12.31, investors are likely to...
NasdaqGS:NXPI
NasdaqGS:NXPISemiconductor

Assessing NXP Semiconductors (NXPI) Valuation After Q4 Beat And AI‑Focused Growth Guidance

NXP Semiconductors (NXPI) is back in focus after its Q4 2025 results exceeded market expectations and management issued first quarter 2026 guidance that points to ongoing momentum in automotive, industrial, and IoT demand. See our latest analysis for NXP Semiconductors. At a latest share price of $228.91, NXP Semiconductors has a 90 day share price return of 12.84% and a 1 year total shareholder return of 11.03%. This suggests recent momentum has picked up after a softer 30 day patch, with...
NYSE:SPHR
NYSE:SPHREntertainment

Sphere Entertainment (SPHR) Valuation Check After Strong 3 Month And 1 Year Share Price Gains

Sphere Entertainment: recent performance in focus Sphere Entertainment (SPHR) has drawn investor attention after a strong past 3 months, with the stock showing a 21.5% total return while the company continues to report a net loss of $270.06 million. See our latest analysis for Sphere Entertainment. At a share price of $94.92, Sphere Entertainment’s 90 day share price return of 21.51% sits alongside a 1 year total shareholder return of 98.91%. This points to strong recent momentum after a...
NYSE:PFE
NYSE:PFEPharmaceuticals

How Obesity Pipeline Gains And TrumpRx Move At Pfizer (PFE) Have Changed Its Investment Story

In early February 2026, Pfizer reported mixed 2025 financial results, reaffirmed 2026 revenue guidance, highlighted progress in its GLP-1 obesity pipeline, secured FDA Priority Review to expand HYMPAVZI’s hemophilia indication, and joined the TrumpRx drug pricing platform with discounted access to more than 30 medicines. Together, these developments underscore how Pfizer is trying to offset patent expiries and waning COVID-19 revenues by building new specialty and obesity franchises while...
NYSE:DT
NYSE:DTSoftware

Dynatrace (DT) Margins Reach 27.3% Putting Pressure On Bearish Profitability Narratives

Dynatrace (DT) just posted its Q3 2026 scorecard with recent quarterly revenue running at about $493.8 million and Basic EPS of roughly $0.19, set against a trailing 12 month picture that includes Basic EPS of $1.69 and revenue of about $1.9 billion, plus earnings growth in the dataset of 210.1% over the past year. The company has seen revenue move from $399.2 million in Q1 2025 to $493.8 million in Q2 2026 and quarterly Basic EPS shift from $0.13 to $0.19 over the same period. Year long...
NYSE:WAT
NYSE:WATLife Sciences

Waters (WAT) Margins Hold Near 21% As Bullish Growth Narratives Face a Reality Check

Waters (WAT) FY 2025 earnings snapshot Waters (WAT) reported Q3 FY 2025 revenue of US$799.9 million and basic EPS of US$2.50, with trailing 12 month EPS of US$10.91 on revenue of about US$3.1 billion. The company’s quarterly revenue rose from US$708.5 million in Q2 2024 to US$771.3 million in Q2 2025, and then to US$799.9 million in Q3 2025. Over the same periods, basic EPS moved from US$2.41 to US$2.47 and then to US$2.50, highlighting a story focused on consistent earnings and resilient...
NasdaqGS:WDC
NasdaqGS:WDCTech

Western Digital Bets On AI Storage Roadmap As Valuation Looks Stretched

Western Digital (NasdaqGS:WDC) unveiled a new technology roadmap centered on AI-focused storage at its recent Innovation Day. The company plans to introduce 40TB UltraSMR hard drives designed for high-capacity workloads. It outlined architectural changes aimed at roughly doubling HDD bandwidth and performance. Western Digital also announced an intelligent software platform targeted at mid-scale customers managing AI and cloud data growth. Western Digital, a major player in hard drives and...
NasdaqGS:MDLN
NasdaqGS:MDLNMedical Equipment

Is Medline (MDLN) Fairly Priced After Recent Share Price Momentum

This article examines whether Medline, at around US$47.37, is trading at fair value or something more compelling, and explores what the current price might be indicating. Over shorter time frames, the stock has returned 5.2% over the last week, 16.9% over the last 30 days and 16.6% year to date. These moves may have drawn the attention of investors who follow momentum and shifts in risk sentiment. Recent news about Medline has focused on its position in the healthcare space and how investors...
NYSE:BANC
NYSE:BANCBanks

Is Banc Of California (BANC) Pricing Reflecting Recent 31% One-Year Share Gain Accurately

Wondering if Banc of California at around US$20.85 is giving you real value or just noise in the banking sector? This article is going to unpack what that price might actually mean for you. The stock has returned 4.4% over the last 7 days, 3.9% over the last 30 days, 7.2% year to date and 31.4% over the past year, which has put it on more investors' radars. Recent coverage around Banc of California has focused on how investors are reassessing regional bank risks and opportunities in the US...