U.S. Tech Hardware Stock News

NYSE:WLK
NYSE:WLKChemicals

Westlake (WLK) Posts US$1.5b Trailing Loss Testing Profit Recovery Narratives

Westlake (WLK) has wrapped up FY 2025 with fourth quarter revenue of US$2.5b and a basic EPS loss of US$4.24, alongside net income excluding extra items of a US$544m loss, setting a cautious tone around profitability. Over recent periods the company has seen quarterly revenue range from US$2.8b to US$3.0b while EPS shifted from a small profit of US$0.05 in Q4 2024 to a series of quarterly losses in 2025. That kind of earnings pressure keeps the focus squarely on margins and how quickly...
NYSE:BAH
NYSE:BAHProfessional Services

Booz Allen Slowdown Tests Civil Revenues While Valuation Signals Potential Upside

Booz Allen Hamilton Holding (NYSE:BAH) is reporting its largest business slowdown to date as federal cost-cutting leads to revenue declines. Management now expects conditions to stabilize but is cautioning investors about a pronounced downturn in civil sector revenues. The company is also dealing with fallout from a recently disclosed data breach that has contributed to government contract cancellations. These developments are unfolding alongside new global tariff measures that are affecting...
NYSE:OGN
NYSE:OGNPharmaceuticals

Organon Refocuses On Contraception With MIUDELLA Deal And JADA Exit

Organon (NYSE:OGN) has entered an exclusive global licensing agreement for MIUDELLA, a hormone-free copper IUD and the first such device approved in the U.S. in roughly 40 years. The company has also completed the sale of its JADA System to Laborie Medical, refining its focus within reproductive and postpartum health. For investors watching NYSE:OGN, these moves come as the stock trades around $7.51, with a 1-year return of a 51% decline and a 3-year return of a 64.5% decline. The recent...
NYSE:WRB
NYSE:WRBInsurance

Insider Buying and Dividend Policy Could Be A Game Changer For W. R. Berkley (WRB)

Earlier this month, W. R. Berkley Corporation’s board declared a regular quarterly cash dividend of US$0.09 per share, payable on March 4, 2026 to shareholders of record as of February 23, 2026, with the ex-dividend date also set for February 23. At the same time, Mitsui Sumitomo Insurance, already a 10% owner, expanded its stake by about US$35.7 million under a pre-arranged Rule 10b5-1 plan, underscoring strong insider participation alongside the company’s ongoing cash returns to...
NasdaqGS:FOXA
NasdaqGS:FOXAMedia

Fox Buys Supercast As It Chases Creator Subscriptions And New Revenue

Fox Corporation, ticker NasdaqGS:FOXA, has acquired podcast monetization platform Supercast. The deal brings Fox further into the podcast creator economy by adding subscription and membership tools for audio creators. Supercast is expected to continue operating independently while plugging into Fox's broader digital media ecosystem. For investors tracking NasdaqGS:FOXA, this move comes at a time when the share price stands at $54.12 and the stock has shown mixed performance across...
NYSE:VYX
NYSE:VYXSoftware

Assessing NCR Voyix (VYX) After Restructuring Into A Software And Services Business

If you are looking at NCR Voyix and wondering whether the current share price reflects its real worth, you are not alone. This article focuses squarely on what the numbers say about value. The stock finished its last session at US$9.09, after 7 day, 30 day and 1 year returns of 6.7% decline, 13.4% decline and 22.4% decline, with longer term 3 year and 5 year returns of 42.1% decline and 58.6% decline. Recent headlines around NCR Voyix have stressed its repositioning as a focused software and...
NYSE:TFX
NYSE:TFXMedical Equipment

Teleflex Loss Highlights Tension Between Revenue Growth Dividend And Valuation

Teleflex (NYSE:TFX) reported a significant quarterly net loss alongside strong revenue growth for its latest fourth quarter. The company also declared a quarterly cash dividend, with the board choosing to maintain shareholder payouts despite the loss. This combination of higher revenue, a substantial loss, and a confirmed dividend is drawing attention to Teleflex's financial priorities and capital use. Teleflex is a medical technology company that supplies devices for critical care,...
NasdaqGS:IBKR
NasdaqGS:IBKRCapital Markets

Is It Too Late To Consider Buying Interactive Brokers Group (IBKR) After Strong Multi‑Year Gains

If you are wondering whether Interactive Brokers Group is still good value after its recent run, this article walks through what the current price might be implying about the stock. The shares last closed at US$73.65, with returns of a 1.7% decline over 7 days, a 2.3% decline over 30 days, 9.5% year to date, 43.3% over 1 year and a very large 3 year and 5 year gain. Recent attention on Interactive Brokers Group has focused on its position as a global electronic brokerage platform and how it...
NYSE:TAL
NYSE:TALConsumer Services

Should a Wave of Upward EPS Revisions and a Top Zacks Rank for TAL (TAL) Require Action From Investors?

Recently, Wall Street analysts have become more positive on TAL Education Group, revising earnings-per-share estimates upward over the past month without any cuts, and assigning the stock a top-tier Zacks Rank #1 based on earnings-related factors. This shift in analyst expectations highlights how TAL’s earnings outlook and perceived earnings quality are increasingly central to how the market is assessing the business. Now we’ll examine how this wave of upward earnings revisions may influence...
NYSE:TREX
NYSE:TREXBuilding

Trex Company (TREX) Margin Compression Challenges Bullish Valuation Narrative After FY 2025 Results

Trex Company (TREX) has wrapped up FY 2025 with fourth quarter revenue of US$161.1 million and basic EPS of US$0.02, alongside trailing twelve month revenue of US$1.17 billion and EPS of US$1.78 that frame the latest print in a broader context. Over the past year, the company has seen quarterly revenue move between US$285.3 million and US$387.8 million with EPS ranging from US$0.48 to US$0.71 in earlier quarters. This gives investors a clear view of how the recent quarter fits into the full...
NYSE:HD
NYSE:HDSpecialty Retail

Home Depot (HD) Margin Compression Challenges Longstanding High Quality Retail Narrative

Setting the stage: Home Depot’s latest results Home Depot (HD) has closed out FY 2026 with fourth quarter revenue of US$38.2b, Basic EPS of US$2.59 and net income of US$2,571m, with same store sales growth of 0.4% framing a steady finish to the year. Over the past few quarters, revenue has ranged from US$38.2b to US$45.3b while Basic EPS has moved between US$2.59 and US$4.59, giving investors a clear view of how the top and bottom line are tracking through different trading periods before...
NasdaqGS:JBHT
NasdaqGS:JBHTTransportation

J.B. Hunt Shelf Registration Adds New Capital Flexibility For Growth Plans

J.B. Hunt Transport Services filed an omnibus shelf registration that covers a range of securities, including common stock, preferred shares, debt, warrants, and rights. The filing gives NasdaqGS:JBHT the ability to raise capital more quickly if it chooses to in the future. For investors watching NasdaqGS:JBHT at a current share price of $219.25, the shelf registration adds a new financing tool to the picture. The stock has returned 11.4% year to date and 38.3% over the past year, with...
NYSE:UAA
NYSE:UAALuxury

Supreme Court Tariff Reversal Could Be A Game Changer For Under Armour’s Cost Structure (UAA)

The US Supreme Court recently struck down Trump-era tariffs, a decision that is expected to reduce import costs for manufacturers and retailers such as Under Armour. For Under Armour, lower tariff-related expenses could ease some cost pressures that have weighed on margins, especially for goods sourced from overseas production partners. We’ll now explore how potential relief from tariff-driven costs fits into Under Armour’s broader investment narrative and margin recovery efforts. Find 53...
NasdaqGS:LIVN
NasdaqGS:LIVNMedical Equipment

LivaNova (LIVN) Q4 Profitability Return Tests Bullish Earnings Growth Narratives

LivaNova (LIVN) just posted its FY 2025 numbers, with Q4 revenue of US$360.9 million and basic EPS of US$0.57, while trailing 12 month figures show revenue of US$1.4 billion and a basic EPS loss of US$4.45. The company has seen quarterly revenue move from US$321.8 million in Q4 2024 to US$360.9 million in Q4 2025, with basic EPS shifting from US$1.03 to US$0.57 over the same period. Investors now have to weigh those headline trends against a full year that still reflects a sizeable loss...
NasdaqGS:LECO
NasdaqGS:LECOMachinery

A Look At Lincoln Electric Holdings (LECO) Valuation After Earnings, Dividend Increase And Buy Rating Support

Why Lincoln Electric is back on investors’ radar Lincoln Electric Holdings (LECO) has drawn fresh attention after reporting fourth quarter and full year 2025 results, affirming a quarterly dividend of US$0.79 per share and continuing share repurchases. For many investors, that combination of recent earnings, ongoing cash returns and disciplined capital allocation raises practical questions about how the stock fits into an income plus growth oriented portfolio. See our latest analysis for...
NYSE:MAC
NYSE:MACRetail REITs

Macerich (MAC) Is Up 7.6% After Record Leasing And Asset Sales Progress - Has The Bull Case Changed?

In February 2026, The Macerich Company reported fourth-quarter 2025 results showing revenue of US$261.7 million and a net loss of US$18.76 million, while also declaring a quarterly dividend of US$0.17 per share payable on March 30, 2026. Alongside these results, Macerich highlighted record 2025 leasing activity and progress on its US$2.00 billion asset sale program, signaling meaningful execution on its portfolio reshaping plan. Next, we’ll examine how Macerich’s record leasing activity and...
NasdaqGS:DMLP
NasdaqGS:DMLPOil and Gas

Dorchester Minerals (DMLP) Dividend Coverage Strain Challenges High Yield Narrative

Dorchester Minerals (DMLP) has wrapped up FY 2025 with fourth quarter revenue of US$41.9 million and EPS of US$0.32, capping a year in which trailing twelve month revenue was US$152.8 million and EPS reached US$1.16. Over the past few quarters the partnership has seen revenue move from US$32.8 million and EPS of US$0.29 in Q4 2024 to US$43.2 million with EPS of US$0.36 in Q1 2025, before settling at US$35.4 million and EPS of US$0.23 in Q3 2025. With a trailing net profit margin of 36.2% and...
NYSE:LZB
NYSE:LZBConsumer Durables

Assessing La‑Z‑Boy (LZB) Valuation After Earnings Beat And Tariff And Demand Concerns

La-Z-Boy (LZB) is back in focus after quarterly results that topped Wall Street expectations on revenue and non GAAP profit, yet drew a negative stock reaction as investors weighed demand uncertainty and fresh tariff risks. See our latest analysis for La-Z-Boy. At a share price of US$35.92, La-Z-Boy has seen short term pressure, with a 30 day share price return of 6.26% decline and a 1 year total shareholder return of 19.43% decline, even though the 3 year total shareholder return sits at...
NasdaqGS:SBAC
NasdaqGS:SBACSpecialized REITs

What SBA Communications (SBAC)'s International Tower Focus and Earnings Shift Means For Shareholders

SBA Communications recently prepared to report earnings that analysts expect to show lower earnings per share than last year but higher revenues, with particular strength anticipated in international site leasing and development, while its CEO Brendan Cavanagh also spoke at Deutsche Bank’s 34th Annual Media, Internet and Telecom Conference in Palm Beach. This combination of shifting earnings expectations and emphasis on international growth priorities offers insight into how SBA is...
NasdaqGS:XMTR
NasdaqGS:XMTRTrade Distributors

Is Xometry (XMTR) Pricing Still Justified After Recent Share Price Declines?

If you are wondering whether Xometry's share price still makes sense after recent swings, you are not alone. This article is going to focus squarely on what you are really paying for in the business. The stock last closed at US$41.82, with a 7 day return of 27.4% decline, a 30 day return of 34.7% decline, a year to date return of 33.4% decline, a 1 year return of 54.8%, and a 3 year return of 127.3%. Recent coverage has highlighted Xometry's position as an online marketplace for...
NYSE:UHAL
NYSE:UHALTransportation

Assessing U-Haul Holding (UHAL) Valuation As Fleet Cuts Follow Third-Quarter Profitability Pressures

Third quarter results put U-Haul Holding (UHAL) fleet decisions in focus U-Haul Holding (UHAL) is back on investors’ radar after its 3Q FY2026 update, which combined modest 1.9% revenue growth with pressure on profitability from higher depreciation and losses on retired rental equipment. The self-storage business recorded 7.9% revenue growth, while earnings per share took a reported $0.24 hit from write downs and sales of older vehicles, particularly cargo vans. This has prompted management...
NYSE:KMT
NYSE:KMTMachinery

Is Kennametal (KMT) Attractive After An 85% One Year Share Price Surge?

If you are wondering whether Kennametal's current share price lines up with its real worth, this article will walk through what the numbers suggest and what that could mean for you. With the stock at US$40.03 and returns of 4.1% over 7 days, 16.2% over 30 days, 38.1% year to date and 85.4% over 1 year, many investors are asking whether the recent performance still leaves room for value or reflects a shift in risk perceptions. Recent company updates and industry headlines have kept attention...
NYSE:BCC
NYSE:BCCTrade Distributors

Boise Cascade Weighs Growth In Distribution Against Lacey Act Uncertainty

Boise Cascade (NYSE:BCC) acquired Holden Humphrey, expanding its distribution presence in the US Northeast. The company opened a new Greenfield Distribution Center in Texas, adding capacity and reach for its Building Materials Distribution segment. Boise Cascade recorded a $6 million legal accrual related to a Lacey Act investigation tied to its distribution business. Boise Cascade is a wood products and building materials distributor that serves dealers, homebuilders, and industrial...
NasdaqGM:TMDX
NasdaqGM:TMDXMedical Equipment

TransMedics Group (TMDX) Net Margin Jump Reinforces Bullish Profit Quality Narratives

TransMedics Group FY 2025 earnings snapshot TransMedics Group (TMDX) closed FY 2025 with fourth quarter revenue of US$160.8 million and basic EPS of US$3.08, alongside trailing twelve month revenue of US$605.5 million and EPS of US$5.60 that frame a much larger full year earnings base. Over the past few quarters, the company has seen revenue range from US$143.5 million to US$160.8 million while quarterly EPS moved between US$0.71 and US$3.08. This gives investors a clearer read on how higher...