U.S. Tech Hardware Stock News

NYSE:TRV
NYSE:TRVInsurance

The Bull Case For Travelers (TRV) Could Change Following AI-Powered Claims Assistant Rollout – Learn Why

In February 2026, Travelers Companies launched its AI Claim Assistant, an agentic voice solution built on OpenAI models and APIs to handle auto damage claim calls, streamline submissions, and free claim professionals to focus on more complex issues while retraining call center staff into higher-value roles. The rollout highlights how Travelers is embedding advanced analytics and AI directly into its claims workflow, blending automation with live human support to potentially raise service...
NasdaqGS:OLPX
NasdaqGS:OLPXPersonal Products

A Look At Olaplex Holdings (OLPX) Valuation After The No.3PLUS Complete Repair Treatment Launch

What the No.3PLUS launch could mean for Olaplex Holdings (OLPX) Olaplex Holdings (OLPX) has launched No.3PLUS Complete Repair Treatment, a pre-shampoo product built on its Bond Building Technology and new Damage Defense Cationic Complex, supported by a broad retail rollout and a science themed marketing campaign. See our latest analysis for Olaplex Holdings. Despite today’s 5.6% one day share price decline, Olaplex’s 90 day share price return of 36.9% and 12.6% year to date gain suggest...
NasdaqGS:DASH
NasdaqGS:DASHHospitality

Is DoorDash’s (DASH) Exit From Four Markets a Pivot Toward Discipline or Retreat on Global Ambition?

In late February 2026, DoorDash announced it is exiting Qatar, Singapore, Japan, and Uzbekistan across its Deliveroo and Wolt brands after a multi‑month review, beginning an orderly wind‑down while stating these moves are not expected to materially affect its previously issued financial outlook. This retrenchment underlines DoorDash’s effort to concentrate resources on markets where it believes it can achieve sustainable scale and long‑term leadership, potentially reshaping how investors...
NYSE:IDA
NYSE:IDAElectric Utilities

A Look At IDACORP (IDA) Valuation After Strong 2025 Earnings And 2026 Guidance

Earnings and guidance in focus IDACORP (IDA) has drawn fresh attention after reporting 2025 results with lower reported revenue but higher net income and earnings per share, along with new 2026 earnings guidance of $6.25 to $6.45 per diluted share. See our latest analysis for IDACORP. IDACORP’s recent earnings release and 2026 guidance landed after a strong run, with a 30 day share price return of 7.9% and a 12.5% year to date share price gain. The 1 year total shareholder return of 23.7% and...
NYSE:OSK
NYSE:OSKMachinery

How Oshkosh’s Defense Sustainment Partnership With the Marines Could Reframe the OSK Investment Story

Oshkosh Defense recently announced a public-private partnership with the Marine Depot Maintenance Command to support advanced manufacturing, materiel support, and the Digital Manufacturing Exchange, enabling secure local production of validated vehicle parts for faster military repairs and improved fleet readiness. By sharing controlled technical data to authorize local part manufacturing while protecting intellectual property, Oshkosh is embedding itself more deeply in the U.S. military’s...
NasdaqGS:IMCR
NasdaqGS:IMCRBiotechs

Should Immunocore’s Higher Revenue and Narrower Loss in 2025 Require Action From Immunocore Holdings (IMCR) Investors?

In late February 2026, Immunocore Holdings plc reported fourth-quarter revenue of US$104.48 million and a quarterly net loss of US$30.06 million, while full-year revenue reached US$400.02 million with the annual net loss narrowing to US$35.51 million versus the prior year. The results underscore Immunocore’s ability to grow sales and reduce full-year losses even as it continues to invest heavily in advancing its ImmTAX-based pipeline beyond its lead product. We’ll now examine how this...
NYSE:KEY
NYSE:KEYBanks

Assessing KeyCorp (KEY) Valuation After Analyst Revisions And Macroeconomic And Insider Sentiment Pressures

KeyCorp (KEY) is in focus after analysts revisited their views following recent quarterly results. At the same time, stubborn inflation data, credit risk worries, and a pickup in insider selling are tempering sentiment around the regional bank. See our latest analysis for KeyCorp. After a strong 14.39% 90 day share price return, KeyCorp’s 1 year total shareholder return of 30.36% contrasts with a slightly negative year to date share price move. This suggests momentum has cooled as inflation...
NYSE:FDS
NYSE:FDSCapital Markets

FactSet Research Systems (FDS) Valuation Check After Mixed Earnings And Rising AI Disruption Concerns

FactSet Research Systems (FDS) is back in focus after quarterly results in which revenue surpassed analyst expectations, while full-year EPS guidance came in slightly below consensus, alongside continuing dividend payments. See our latest analysis for FactSet Research Systems. The share price tells a mixed story, with a 15.6% 7 day share price return after earnings contrasting with a 22.8% year to date share price decline and a 51.29% 1 year total shareholder return decline. This suggests...
NYSE:HUN
NYSE:HUNChemicals

A Look At Huntsman (HUN) Valuation After Earnings Show Ongoing Losses And Softer Sales

What Huntsman’s latest earnings mean for shareholders Huntsman (HUN) recently reported fourth quarter and full year 2025 results, showing lower sales and a larger annual net loss, developments that help explain the stock’s recent moves. For the fourth quarter, Huntsman reported sales of US$1,355 million compared with US$1,452 million a year earlier. The company posted a net loss of US$96 million, compared with a net loss of US$141 million in the prior year period. Basic and diluted loss per...
NYSE:EW
NYSE:EWMedical Equipment

Edwards Lifesciences (EW) Valuation Check After FDA Nod For SAPIEN M3 And 2026 Growth Outlook

Edwards Lifesciences (EW) is back in focus after the U.S. FDA cleared its SAPIEN M3 transcatheter mitral valve replacement system and the company issued 2026 sales guidance tied to product momentum and innovation. See our latest analysis for Edwards Lifesciences. The FDA approval of SAPIEN M3 and Edwards Lifesciences' 2026 sales outlook arrive as the share price trades at US$87.18, with a 7-day share price return of 5.75% and a 1-year total shareholder return of 22.12%. This suggests momentum...
NYSE:ETSY
NYSE:ETSYMultiline Retail

Etsy (ETSY) Valuation Rechecked After UK Rule Changes Depop Sale And Profit Beat

Etsy (ETSY) is back in focus after a cluster of fresh catalysts, including UK pricing rule changes, its decision to sell Depop to eBay, and fourth quarter profitability that exceeded Wall Street expectations. See our latest analysis for Etsy. At a share price of $53.97, Etsy has had a mixed year, with a 10.03% one year total shareholder return contrasting with a 54.56% total shareholder return decline over three years and a 71.63% total shareholder return decline over five years. This...
NasdaqCM:ONDS
NasdaqCM:ONDSCommunications

Assessing Ondas (ONDS) Valuation After Defense Contracts And $10 Million World View Investment

Ondas (ONDS) is back in focus after committing a $10 million investment to World View Enterprises and landing multi million dollar defense deals tied to its Iron Drone system in Europe and Israel. See our latest analysis for Ondas. Those defense contracts and the World View stake come after a sharp rerating, with Ondas’ share price returning 32.22% over the past 90 days yet sitting slightly lower year to date, while the 1 year total shareholder return is extremely high, pointing to very...
NYSE:BBU
NYSE:BBUIndustrials

Should Bullish Analyst Coverage on BBU’s Valuation Reframe How Investors Read Brookfield Business Partners’ Dealmaking Ambitions?

In recent days, CIBC initiated coverage on Brookfield Business Partners L.P. with an Outperformer rating, joining other brokers that have expressed confidence in the business. Analysts have highlighted Brookfield Business Partners’ connection to the broader Brookfield group, its cornerstone Clarios holding, and an apparent discount to net asset value as central to their positive view. We will now look at how this wave of bullish analyst coverage, especially around valuation and dealmaking...
NYSE:KVUE
NYSE:KVUEPersonal Products

Will Strong Q4 Results and Schafer Cullen’s Exit Change Kenvue’s (KVUE) Investment Narrative?

Kenvue Inc. reported its fourth-quarter 2025 results, with sales rising to US$3,780 million and net income reaching US$330 million, while full-year sales eased to US$15.12 billion but net income increased to US$1.47 billion. At the same time, Schafer Cullen Capital Management exited its Kenvue position, citing ongoing pressures on consumer demand, inventory and distribution issues, and intensifying competition despite improved earnings. We’ll now assess how Kenvue’s earnings resilience...
NYSE:ASB
NYSE:ASBBanks

Associated Banc-Corp Taps New Data Chief To Shape Growth And Risk

Associated Banc-Corp (NYSE:ASB) has appointed Alexander Bush as Executive Vice President and Chief Data Officer. Bush will lead the company’s enterprise data strategy and governance across the organization. For investors watching NYSE:ASB, this move comes as the stock trades at $26.58, with a 1 year return of 13.8% and a 5 year return of 44.2%. Those figures indicate that the company has been taking steps to refine its business, and a dedicated data leader represents another layer in that...
NasdaqCM:RKLB
NasdaqCM:RKLBAerospace & Defense

Rocket Lab Tests Hypersonic Flight As Space Power Bets Attract Scrutiny

Rocket Lab (NasdaqCM:RKLB) supported a hypersonic test mission for the Department of War's Defense Innovation Unit, deploying a scramjet-powered aircraft into a suborbital flight environment. The company also unveiled advanced silicon solar arrays designed for space-based data centers and large orbital constellations. Both developments highlight potential revenue streams in defense testing and space power systems tied to future megaconstellations. For investors watching space...
NasdaqGS:CRNX
NasdaqGS:CRNXPharmaceuticals

Why Crinetics Pharmaceuticals (CRNX) Is Down 7.1% After Deeper 2025 Loss And New US$207 Million Shelf Registration

In late February 2026, Crinetics Pharmaceuticals reported fourth-quarter 2025 revenue of US$6.16 million and a net loss of US$122.82 million, with full-year 2025 revenue of US$7.70 million and a net loss of US$465.32 million, alongside higher loss per share than the prior year. On the same day, the company filed a US$207.35 million shelf registration for up to 4,778,774 common shares tied to an employee stock ownership plan, highlighting both its growing capital needs and efforts to support...
NasdaqGS:SGRY
NasdaqGS:SGRYHealthcare

Is Surgery Partners’ 2025 Revenue Growth And Narrowing Loss Reshaping The Investment Case For SGRY?

Surgery Partners, Inc. has reported its fourth-quarter and full-year 2025 results, with sales rising to US$885.0 million for the quarter and US$3.31 billion for the year, while net loss narrowed to US$15.0 million in Q4 and US$77.9 million for 2025 compared with the prior year. Alongside this revenue growth, the company’s loss per share from continuing operations improved materially year over year, suggesting progress in its efforts to contain losses and improve operational performance. With...
NasdaqGS:NVMI
NasdaqGS:NVMISemiconductor

Does Nova’s (NVMI) Free Cash Flow Strength Recast Its Semiconductor Metrology Investment Narrative?

On 27 February 2026, Nova Ltd.’s CFO, Guy Kizner, presented at the Susquehanna 15th Annual Technology Conference in New York, highlighting the company’s position in semiconductor process control. The conference appearance came as Nova was being recognized for multi‑year revenue and earnings growth, strong free cash flow margins, and high returns on invested capital, reinforcing its reputation for operational efficiency and quality in metrology. We’ll now explore how this fresh recognition of...
NYSE:MLI
NYSE:MLIMachinery

Assessing Mueller Industries (MLI) Valuation After a 40% Dividend Hike Attracts Fresh Investor Attention

Dividend hike puts Mueller Industries in focus Mueller Industries (MLI) has attracted fresh attention after its Board approved a 40% increase in the regular quarterly cash dividend to US$0.35 per share, signaling a more generous capital return approach. See our latest analysis for Mueller Industries. The 40% dividend hike comes after a mixed stretch for the stock, with a 1-day share price return of 0.94% and a 30 day share price decline of 12.54%. At the same time, the 1-year total...
NasdaqGS:CWST
NasdaqGS:CWSTCommercial Services

Does Casella’s 2025 Miss And 2026 Guidance Reset The Bull Case For Casella Waste (CWST)?

Casella Waste Systems recently reported past fourth-quarter and full-year 2025 results, showing higher sales of US$469.06 million and US$1.84 billion respectively, but with a shift from prior-year profits to a quarterly net loss and lower full-year net income of US$7.87 million. At the same time, the company issued 2026 guidance calling for revenues between US$1.97 billion and US$1.99 billion and net income of US$16 million to US$22 million, giving investors fresh insight into how...
NasdaqCM:SEZL
NasdaqCM:SEZLDiversified Financial

Assessing Sezzle (SEZL) Valuation After Upbeat Q4 Results, Higher 2026 Guidance And New Buybacks

Sezzle (SEZL) is back in focus after reporting better than expected fourth quarter results, lifting its 2026 outlook for revenue and profitability, and pairing that guidance with fresh share repurchase activity. See our latest analysis for Sezzle. The strong fourth quarter and higher 2026 guidance have come alongside sharp share price momentum, with Sezzle’s 7 day share price return of 34.16% and 1 year total shareholder return of 66.89% suggesting enthusiasm has been building rather than...
NYSE:VICI
NYSE:VICISpecialized REITs

VICI’s Golden Entertainment Deal And Dividend Hike Could Be A Game Changer For VICI (VICI)

In late February 2026, VICI Properties Inc. reported Q4 2025 and full-year results, with quarterly revenue of US$1.01 billion and net income of US$604.77 million, alongside modest year-over-year increases in full-year revenue and earnings per share. At the same time, VICI advanced its experiential real estate push with a US$1.16 billion Golden Entertainment sale-leaseback and over US$2.10 billion of 2025 capital commitments, while issuing 2026 guidance that came in slightly below analyst...
NasdaqGS:MBLY
NasdaqGS:MBLYAuto Components

How Investors Are Reacting To Mobileye Global (MBLY) Major Surround ADAS Win And Autonomy Partnerships

In recent weeks, Mobileye Global has secured a 9 million-unit Surround ADAS program with a major U.S. automaker, announced that Mahindra & Mahindra selected it as a Tier 1 ADAS supplier from 2027, and partnered with Elektrobit to integrate EB corbos Linux for Safety Applications into its Drive platform for Level 4 autonomy. Together with its existing US$24.50 billion advanced ADAS and autonomy revenue pipeline and the Mentee Robotics acquisition, these moves reinforce Mobileye’s push beyond...