U.S. Tech Hardware Stock News

NasdaqGS:RRR
NasdaqGS:RRRHospitality

Assessing Red Rock Resorts (RRR) Valuation After Its Recent Share Price Pullback

Red Rock Resorts (RRR) has drawn fresh attention as investors reassess its regional Las Vegas casino footprint, with current metrics such as annual revenue of US$2.01b and net income of US$188.07m under the spotlight. See our latest analysis for Red Rock Resorts. At a latest share price of US$61.60, Red Rock Resorts has seen a 7 day share price return of -7.77% and a 90 day share price return of 12.59%, while the 1 year total shareholder return sits at 21.20%, suggesting that long term...
NYSE:BILL
NYSE:BILLSoftware

BILL Holdings Weighs Sale As Activists Highlight Valuation Gap

BILL Holdings, NYSE:BILL, is reportedly exploring a possible sale following pressure from activist shareholders. Private equity firm Hellman & Friedman is said to be in talks to acquire the company. The review includes options such as a full sale or continuing as a standalone business. BILL Holdings, NYSE:BILL, is back in focus after reports that the company is weighing a potential sale at a time when its share price sits at $46.99. The stock has seen a 21.7% decline over the past year, a...
NYSE:M
NYSE:MMultiline Retail

Macy's Store Closures Test Earnings Resilience And Perceived Undervaluation

Macy's (NYSE:M) is closing more stores as it works to adjust to changing consumer demand. The company is reporting declining earnings per share, raising questions about the resilience of its business model. These developments come even as the share price has recently been supported by quarterly results. Macy's, trading at $21.63 under ticker NYSE:M, is in the spotlight as store closures and weaker earnings per share put its business under pressure. The stock is up 3.0% over the past week...
NasdaqGS:BKR
NasdaqGS:BKREnergy Services

Baker Hughes Taps AI Power And Downstream Services For Longer Term Growth

Baker Hughes secured a major gas turbine order with Twenty20 Energy to power AI focused data centers in Georgia and Texas. The company also signed a multi year preferred provider deal with Marathon Petroleum to supply chemical and digital solutions across U.S. refineries and renewable fuel sites. These agreements expand Baker Hughes' role in both digital infrastructure power and traditional downstream refining technologies. Baker Hughes, ticker NasdaqGS:BKR, is drawing fresh attention as...
NYSE:ENR
NYSE:ENRHousehold Products

How Mixed Q1 2026 Results And Buybacks At Energizer Holdings (ENR) Have Changed Its Investment Story

Energizer Holdings has reported past first-quarter 2026 results showing sales rising to US$778.9 million from US$731.7 million a year earlier, while moving from a prior net income to a US$3.4 million net loss and completing a US$94.18 million share repurchase program covering about 5.97% of its shares. Alongside these results, the company reaffirmed its past guidance for second-quarter and full-year 2026 organic net sales across Batteries and Lights and Auto Care, signaling a focus on...
NYSE:BABA
NYSE:BABAMultiline Retail

Assessing Alibaba Group Holding (NYSE:BABA) Valuation After Mixed Short Term And 1 Year Returns

Why Alibaba Group Holding (NYSE:BABA) is back on many watchlists Alibaba Group Holding (NYSE:BABA) has drawn fresh attention after a period where the share price has moved differently across time frames, with a 1 year total return above 20% but negative moves over the past month and past 3 months. See our latest analysis for Alibaba Group Holding. At the current share price of US$155.73, Alibaba’s recent 1 week and 1 month share price returns have been weak, yet the 1 year total shareholder...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Greg Abel Era At Berkshire Hathaway And The New Alphabet Opportunity

Greg Abel is set to succeed Warren Buffett as CEO of Berkshire Hathaway, marking a historic leadership transition at NYSE:BRK.A. Alongside the handover, Berkshire is adding a significant new position in Alphabet, increasing its exposure to large technology platforms. The shift comes as Berkshire shares most recently closed at $751,424.99 and the company weighs how to position its sizable capital base. Berkshire Hathaway, trading as NYSE:BRK.A, sits at a share price of $751,424.99. This...
NYSE:EAT
NYSE:EATHospitality

Assessing Brinker International's Valuation After Strong Quarter And Raised Guidance Attract Analyst Upgrades

Brinker International (EAT) is back in focus after a strong quarter, raised full year guidance, and a run of upbeat earnings estimate revisions that have drawn fresh attention from Wall Street and rating agencies. See our latest analysis for Brinker International. Despite a softer 1-day share price return of 0.9% and a 7-day share price return of 1.29%, Brinker International’s 30-day share price return of 2.15% and 90-day share price return of 25.9% sit alongside a 3-year total shareholder...
NasdaqCM:ONDS
NasdaqCM:ONDSCommunications

Is It Too Late To Consider Ondas (ONDS) After Its Recent Share Price Pullback?

Investors may be wondering whether Ondas at around US$9.31 is still offering value after its big run, or if most of the opportunity has already been priced in. The stock has pulled back with a 3.8% decline over the last week and a 23.4% decline over the last month, even after very large 1 year and 363.2% 3 year returns. Recent coverage has focused on Ondas as a higher growth, higher risk name, with attention on how its technology and market positioning could affect future cash flows and...
NasdaqGS:PAGP
NasdaqGS:PAGPOil and Gas

Has The Plains GP Holdings (PAGP) Rally Left Further Upside On The Table?

Wondering if Plains GP Holdings at around US$21.59 is offering solid value today, or if the easy money has already been made? This article walks through what the current price really implies. The stock has posted returns of 3.4% over the past week, 5.1% over the past month, 11.2% year to date and 8.6% over the last year, with a very large 3 year return and a 259.0% return over 5 years that may be catching more investor attention. Recent coverage has focused on Plains GP Holdings as an energy...
NasdaqGS:DOX
NasdaqGS:DOXIT

A Look At Amdocs (DOX) Valuation After Guidance Cut And CEO Transition

Amdocs (DOX) shares are in focus after the company lowered its fiscal 2026 earnings guidance and confirmed CEO Shuky Sheffer will retire, with Group President Shimie Hortig set to take over. See our latest analysis for Amdocs. The latest guidance cut and leadership transition appear to have weighed on sentiment, with a 30 day share price return showing a decline of 17.36% and a 1 year total shareholder return showing a decline of 20.76%, pointing to fading momentum despite the recent $69.23...
NYSE:QBTS
NYSE:QBTSSoftware

D-Wave Quantum Expands With Quantum Circuits Deal And Enterprise QCaaS Growth

D-Wave Quantum (NYSE:QBTS) agreed to acquire Quantum Circuits in a US$550 million deal, expanding from quantum annealing into gate-model quantum computing. The company secured a US$10 million, two year enterprise contract with a Fortune 100 customer for its quantum computing services. Management describes the Quantum Circuits technology as potentially reducing error rates and supporting development of gate-based, error-corrected processors. D-Wave Quantum focuses on commercial quantum...
NYSE:FTI
NYSE:FTIEnergy Services

How Investors May Respond To TechnipFMC (FTI) Buybacks Amid Margin Pressures And Earnings Anticipation

TechnipFMC recently drew attention with an active share buyback program and unusually heavy trading, highlighting shifting investor focus on the company’s capital allocation and liquidity profile. With fourth-quarter 2025 results, released on 19 February 2026, expected to reflect strong Subsea contributions but pressured margins from inflation and tight labor markets, investors are weighing how resilient the core business really is. We’ll now examine how anticipation of earnings and the...
NYSE:TRU
NYSE:TRUProfessional Services

Should TransUnion’s (TRU) Confident 2026 Outlook and Capital Returns Require Action From Investors?

In February 2026, TransUnion reported past fourth-quarter 2025 results showing higher sales and earnings, issued 2026 guidance calling for mid‑single‑digit to high‑single‑digit revenue and earnings growth, raised its quarterly cash dividend to US$0.125 per share, and completed a US$300.89 million share repurchase program. The combination of stronger recent performance, upbeat forward guidance, a higher dividend, and completed buybacks underlines management’s confidence in cash generation and...
NasdaqGS:TTWO
NasdaqGS:TTWOEntertainment

Take-Two Interactive (TTWO) Is Down 8.1% After Raising Guidance Amid Ongoing Net Losses

In early February 2026, Take-Two Interactive reported fiscal third-quarter revenue of US$1,699.0 million and a reduced net loss of US$92.9 million, while also issuing guidance for a full-year net loss of US$338.0 million to US$369.0 million on revenue of US$6,550.0 million to US$6,600.0 million. The combination of higher quarterly revenue, a narrowing loss, and raised full-year guidance has prompted analysts to highlight improving execution across Take-Two’s platforms and operations,...
NYSE:NEM
NYSE:NEMMetals and Mining

Is It Too Late To Consider Newmont (NEM) After A 169% One Year Surge?

If you are wondering whether Newmont shares still offer value after a strong run, this article will walk through what the current price could mean for long term investors. Newmont's share price recently closed at US$125.80, with returns of 3.5% over the last 7 days, 10.2% over 30 days, 24.3% year to date and 169.3% over the last year, as well as 202.0% over 3 years and 159.2% over 5 years. Recent coverage of Newmont has focused on its position as a major gold producer and its scale in the...
NYSE:WK
NYSE:WKSoftware

Is Workiva (WK) Now An Opportunity After Prolonged Share Price Weakness?

If you are wondering whether Workiva's current share price reflects its true worth, you are not alone. This article walks through what that could mean for long term holders and for new investors looking at the stock for the first time. Workiva's shares last closed at US$61.93, with returns of an 11.5% decline over 7 days, 27.8% decline over 30 days, 25.4% decline year to date and 31.0% decline over 1 year, while the 3 year and 5 year returns are 27.6% decline and 39.8% decline...
NYSE:BA
NYSE:BAAerospace & Defense

Boeing Faces Starliner Setback As JDAM LR Progress Shapes Investor Focus

NASA has delayed Boeing's Starliner program again and shifted its commercial crew contract to limit Starliner to cargo-only missions for now. This move represents a setback for Boeing's crewed spaceflight ambitions and introduces fresh execution questions around its space portfolio. Separately, Boeing is rolling out upgrades to its JDAM LR munitions line, adding new capabilities for long range precision weapons. For investors watching Boeing (NYSE:BA), these announcements come alongside a...
NYSE:JPM
NYSE:JPMBanks

JPMorgan Chase AI And Blockchain Push Meets Valuation Gap For Investors

JPMorgan Chase (NYSE:JPM) has appointed Guy Halamish as its new Chief Operating Officer to lead the bank's expansion in artificial intelligence. The bank is integrating its Kinexys Liink blockchain network with Nacha's Phixius platform to support secure, real-time payment account validation. These moves highlight the bank's focus on AI, data and secure payments infrastructure across its core operations. For you as an investor, this combination of a new AI focused COO and a blockchain based...
NYSE:VRT
NYSE:VRTElectrical

Vertiv Holdings Co (VRT) Is Up 17.5% After AI Backlog Drives Strong 2025 Results And 2026 Outlook

Vertiv Holdings Co recently reported fourth-quarter and full-year 2025 results, with revenue rising to US$2.88 billion for the quarter and US$10.23 billion for the year, alongside a sharp increase in net income and earnings per share. Management also issued 2026 guidance calling for US$13.25 billion to US$13.75 billion in net sales and GAAP diluted EPS of about US$5.32, underpinned by a very large backlog driven by AI and data center demand. Next, we’ll examine how this backlog-fueled 2026...
NasdaqGS:GLBE
NasdaqGS:GLBEMultiline Retail

Will Global-E’s (GLBE) Upgraded 2025 Outlook and Profit Turn Change Its Growth Narrative?

Global-E Online recently reported that gross merchandise volume climbed 33% and revenue rose 25%, with net profit turning positive and full-year 2025 revenue guidance raised alongside an adjusted EBITDA outlook of US$185.6 million to US$200 million. Analysts have also lifted their revenue estimates for 2025 and 2026, with 2026 revenue now projected at US$1.18 billion, reflecting growing confidence in Global-E’s cross-border e-commerce model and execution. Next, we’ll examine how Global-E’s...
NYSE:LMND
NYSE:LMNDInsurance

Assessing Lemonade (LMND) Valuation As AI Growth Optimism Builds Ahead Of Earnings

Recent commentary around Lemonade (LMND) has focused on upbeat projections for premiums, revenue and customer growth, as the insurer leans on AI driven expansion ahead of an earnings report that is drawing investor attention. See our latest analysis for Lemonade. The upbeat expectations around premiums and customer growth are playing out against a mixed price backdrop. A recent 2.91% 1 day share price gain to $63.76 follows a 30 day share price return of negative 19.71% and a much stronger 1...
NYSE:TSM
NYSE:TSMSemiconductor

TSMC Record Sales Highlight AI Packaging Push And Valuation Trade Off

TSMC (NYSE:TSM) reports its highest monthly sales on record, supported by strong demand for AI chips. The company increases capital spending on advanced packaging capacity, including technologies such as co-packaged optics. These moves highlight a shift in focus toward packaging and system-level design, alongside traditional transistor scaling. As the largest dedicated contract chipmaker, TSMC sits at the center of AI processor manufacturing for leading chip designers. Growing interest in...
NYSE:CHD
NYSE:CHDHousehold Products

Is It Time To Reassess Church & Dwight (CHD) After Its Recent Share Price Climb?

If you are wondering whether Church & Dwight is fairly priced at its recent levels, you are not alone. This article is aimed at helping you judge what you might really be paying for the stock. The share price recently closed at US$101.45, with returns of 2.5% over 7 days, 12.0% over 30 days, 22.8% year to date, and a 1.1% decline over the past year, alongside 25.1% over 3 years and 32.8% over 5 years. Recent news around household and personal care companies has focused on how brands with...