U.S. Tech Hardware Stock News

NasdaqCM:CMPX
NasdaqCM:CMPXBiotechs

A Look At Compass Therapeutics (CMPX) Valuation After Recent Trial Milestones And FDA Clearance

Clinical milestones and earnings set the context for Compass Therapeutics stock Compass Therapeutics (CMPX) has been in focus after reaching the planned survival event threshold in its Phase 2/3 COMPANION-002 trial for biliary tract cancer, along with FDA clearance for its CTX-10726 investigational program. These developments come as the company reported a full year 2025 net loss of US$66.49 million and a fourth quarter net loss of US$15.72 million, figures that help frame current...
NYSE:SJM
NYSE:SJMFood

J M Smucker Leadership Shakeup Raises Questions On Valuation And Strategy

J. M. Smucker (NYSE:SJM) announced significant leadership changes, including the departure of former President and COO John Brase. The company also appointed Woo-Sung (Bruce) Chung and David Singer to its Board of Directors as new independent members. These moves reshape the governance and decision-making framework at J. M. Smucker and may be closely watched by investors. Shares of J. M. Smucker recently closed at $111.21, with a year-to-date return of 15.1% and a 5-year return of 8.3%...
NYSE:AIR
NYSE:AIRAerospace & Defense

Is AAR (AIR) Using LASEREF IV Deal To Quietly Reposition Its Business Aviation Aftermarket Strategy?

AAR CORP. recently announced a new agreement with Otto Instrument Service to sell and support the LASEREF IV inertial reference system, enhancing availability and deployment of this key avionics unit for business aircraft replacements and upgrades. This collaboration combines Otto’s technical expertise with AAR’s global supply-chain reach and distribution infrastructure, deepening AAR’s presence in the business aviation aftermarket. We’ll now examine how this new LASEREF IV distribution...
NYSE:HUM
NYSE:HUMHealthcare

Is It Time To Reassess Humana (HUM) After Its Steep Share Price Decline?

If you are wondering whether Humana's current share price reflects its underlying worth, you are not alone. This article is built to help you connect the stock price to what the business may be worth. Humana's share price closed at US$179.15, with returns of 6.0% decline over 7 days, 6.7% decline over 30 days, a 32.3% decline year to date, and a 30.1% decline over 1 year, while the 3 year and 5 year returns are 61.4% decline and 53.9% decline respectively. Recent coverage of Humana has...
NYSE:GD
NYSE:GDAerospace & Defense

Is It Too Late To Consider General Dynamics (GD) After A 1‑Year 36% Rally?

If you are wondering whether General Dynamics at around US$363.49 is still offering value after a strong run, you are not alone. This article unpacks what the current price might imply. The stock has logged returns of 1.8% over the last 7 days, 2.9% over 30 days, 5.9% year to date, 36.4% over 1 year, 75.1% over 3 years and 129.9% over 5 years. These figures raise fair questions about how much of the story is already in the price. Recent news coverage has focused on General Dynamics' role as...
NasdaqGS:MAT
NasdaqGS:MATLeisure

Mattel (MAT) Valuation Check After Recent Share Price Pullback

Why Mattel Is On Investors’ Radar Now Mattel (MAT) has seen its share price under pressure recently, with returns over the past month and past 3 months both negative. That kind of pullback often prompts investors to reassess what they are paying for the business. See our latest analysis for Mattel. At a share price of $15.90, Mattel’s recent 7 day share price return of 6.19% decline and 30 day share price return of 25.32% decline sit alongside a 1 year total shareholder return of 24.29%...
NYSE:EVEX
NYSE:EVEXAerospace & Defense

Eve Holding (EVEX) Valuation Check After New eVTOL Deals And Progress At VERTICON 2026

Eve Holding (EVEX) is back in the spotlight after VERTICON 2026, where Eve Air Mobility highlighted progress in its eVTOL flight testing, deeper operator partnerships, and two new binding agreements covering up to 100 aircraft. See our latest analysis for Eve Holding. Despite the news flow around VERTICON 2026 and upcoming Q4 2025 results on 6 March, Eve Holding’s share price has retreated. The 30 day share price return is 20% and the 90 day share price return is 39.8%. This has contributed...
NasdaqCM:EXAS
NasdaqCM:EXASBiotechs

Exact Sciences EHR Outreach Program Highlights Cologuard Growth And Valuation Debate

Exact Sciences (NasdaqCM:EXAS), Amalgam Rx, and Privia Health rolled out a nationwide, EHR-enabled outreach program focused on colorectal cancer screening. The program uses Exact Sciences' Cologuard test integrated into electronic health records to reach and engage at-risk patients at scale. According to the case study, participating groups recorded colorectal cancer screening rates that outperformed national benchmarks and goals. The initiative also reports lower staff workload by...
NYSE:ACI
NYSE:ACIConsumer Retailing

Bringing McDonald’s Tech Chief Onto the Board Might Change The Case For Investing In Albertsons (ACI)

On February 27, 2026, Albertsons Companies, Inc. announced that Brian Rice, Executive Vice President and Global Chief Information Officer at McDonald’s, had joined its Board of Directors, expanding the board to 11 members. Rice’s background in large-scale digital transformation, loyalty platforms, and cybersecurity for major consumer brands introduces deep technology and data expertise into Albertsons’ boardroom. We’ll now examine how bringing McDonald’s global CIO onto the board could...
NYSE:BORR
NYSE:BORREnergy Services

Assessing Borr Drilling (NYSE:BORR) Valuation After Recent Share Price Volatility

Borr Drilling (BORR) has been drawing investor interest after recent share price swings, including a negative move over the past week along with a positive return in the past month, prompting closer attention to its fundamentals. See our latest analysis for Borr Drilling. While the share price has pulled back recently, with a 1 day share price return of 4.48% decline and a 7 day share price return of 9.62% decline to US$5.54, the 90 day share price return of 36.79% and 1 year total...
OTCPK:FBAK
OTCPK:FBAKBanks

Should First National Bank Alaska’s US$1 Billion Milestone and Forbes Ranking Require Action From FBAK Investors?

In February 2026, First National Bank Alaska surpassed a US$1.00 billion market capitalization for the first time, a milestone its leadership linked to long-term planning and financial discipline. The bank was also ranked second on Forbes’ 2026 list of America’s Best Banks, marking its second consecutive appearance and underscoring growing national recognition for this Alaska-based institution. With this combination of reaching a US$1.00 billion market capitalization and earning repeat...
NYSE:SPGI
NYSE:SPGICapital Markets

Should S&P Global's New AI Lending Platforms Shift How SPGI Investors View Its Core Infrastructure Role?

Earlier this week, S&P Global Market Intelligence launched DataXchange and AmendX, two integrated lending platforms designed to digitize and standardize workflows in private credit and syndicated loan markets, using AI to automate data handling while supporting both digital and traditional processes. The launch highlights S&P Global’s push to become core infrastructure for loan administration, offering agents and lenders scalable technology that replaces fragmented, Excel-based and legacy...
NYSE:AMT
NYSE:AMTSpecialized REITs

How Investors Are Reacting To American Tower (AMT) Dividend, Buybacks And 2026 Earnings Guidance

American Tower Corporation recently reported fourth-quarter and full-year 2025 results, issued 2026 earnings guidance calling for total property revenue of US$10.44 billion to US$10.59 billion, and declared a quarterly cash distribution of US$1.79 per share payable on April 28, 2026. Alongside these updates, the company completed a US$365 million share repurchase tranche and saw insider selling by a senior executive, sharpening investor focus on capital returns and dividend resilience. We’ll...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Is It Too Late To Consider Lam Research (LRCX) After Last Year’s 154% Surge?

Wondering whether Lam Research is still worth your attention after its big run, or if the current price already reflects the story? This article focuses squarely on what you are getting for the price you pay. The stock closed at US$199.33, with a 14.8% decline over the last 7 days and a 5.0% decline over 30 days. This is set against a 7.7% year to date gain and a 154.1% return over the last year. Recent market conversation around Lam Research has centered on the broader appetite for...
NYSE:VZ
NYSE:VZTelecom

A Look At Verizon (VZ) Valuation After Network Outage And Cost Cuts

Verizon Communications (VZ) is back in focus after a major network outage disrupted service for hundreds of thousands of customers, just as management leans into cost cuts, sponsorship reviews, and modest near term growth guidance. See our latest analysis for Verizon Communications. The outage headlines sit against a backdrop of a stronger recent share price trend, with Verizon’s 30 day share price return of 8.74% and 90 day share price return of 22.62% helping lift the stock to US$51.12. Its...
NYSE:AAP
NYSE:AAPSpecialty Retail

Advance Auto Parts Conference To Test Turnaround Story And Geopolitical Resilience

Advance Auto Parts (NYSE:AAP) CEO and CFO are set to present at the UBS Global Consumer and Retail Conference. The appearance comes as investors focus on geopolitical tensions in the Middle East and their impact on consumer discretionary companies. Management is expected to address questions around potential effects on costs, supply chains, and demand. Advance Auto Parts enters this conference with shares at $50.33 and a mixed performance picture. The stock is up 29.4% year to date and...
NYSE:BLK
NYSE:BLKCapital Markets

BlackRock (BLK) Valuation Check After Recent Share Price Pullback

Why BlackRock Is On Investors’ Radar Today BlackRock (BLK) is drawing fresh attention after a period where the share price has slipped over the past month and past 3 months, prompting investors to reassess what they are paying for its earnings power. See our latest analysis for BlackRock. At a share price of US$955.45, BlackRock has seen a 7.69% 1 day and 11.22% 30 day share price decline, yet its 3 year total shareholder return of 61.47% and 5 year total shareholder return of 50.35% still...
NYSEAM:LCTX
NYSEAM:LCTXBiotechs

Lineage Cell Therapeutics Q4 Profit Challenges Longstanding Loss Narrative

Lineage Cell Therapeutics (LCTX) has wrapped up FY 2025 with fourth quarter revenue of US$6.6 million and basic EPS of US$0.00, alongside net income of US$0.9 million. Its trailing twelve month figures show revenue of US$14.6 million and a net loss of US$63.5 million, equal to basic EPS of US$0.28. Over the past few quarters, the company has reported revenue of US$1.5 million in Q1 2025, US$3.7 million in Q3, and US$6.6 million in Q4. Basic EPS ranged from a loss of US$0.13 in Q2 and Q3 2025...
NasdaqGS:WDAY
NasdaqGS:WDAYSoftware

Workday (WDAY) Is Up 12.9% After Strong Q4, HRScale Launch And Major Buybacks - Has The Bull Case Changed?

In February 2026, Workday reported fourth-quarter revenue of US$2,532 million and full-year revenue of US$9.55 billion, alongside higher net income and earnings per share, while also completing over US$2.10 billion in share repurchases under its 2025 buyback authorizations. A key development was the launch of the Insperity HRScale solution, which embeds Workday’s Human Capital Management suite into Insperity’s full-service HR offering for small and midsized businesses, potentially broadening...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Broadcom AI Chip Ambitions Reshape Growth Outlook With Key Hyperscaler Deals

Broadcom plans to generate over $100b in annual AI chip revenue by 2027, anchored by multiyear deals with six major AI customers. Key partners include Google, OpenAI, Meta, Anthropic and others, covering custom AI accelerators and networking products. The company has begun shipping what it describes as the industry's first 2nm custom compute SoC, aimed at next generation AI workloads. Alongside these product and customer updates, Broadcom has also announced a share buyback and dividend. For...
NasdaqCM:UFPT
NasdaqCM:UFPTMedical Equipment

Assessing UFP Technologies (UFPT) Valuation After Recent Share Price Weakness

Why UFP Technologies is on investors’ radar today UFP Technologies (UFPT) has been drawing attention after a period where the share price showed mixed short term returns, including a monthly decline, prompting investors to reassess the medical and industrial solutions specialist. See our latest analysis for UFP Technologies. At a share price of US$208.92, UFP Technologies has seen a 30 day share price return decline of 18.16%, while its 1 year total shareholder return of 5.31% decline...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

CrowdStrike (CRWD) Is Up 15.3% After First GAAP Profit And EU Sovereign-Cloud AI Deal - Has The Bull Case Changed?

In early March 2026, CrowdStrike reported fourth-quarter revenue of about US$1.31 billion, its first-ever positive GAAP quarterly net income of US$38.69 million, and guided fiscal 2027 revenue to between US$5.87 billion and US$5.93 billion, while also filing a US$3.10 billion shelf registration tied to employee stock plan offerings. CrowdStrike and Schwarz Digits also agreed a long-term partnership to run the AI-native Falcon platform on STACKIT’s EU-operated sovereign cloud, aligning with...
NYSE:QSR
NYSE:QSRHospitality

Assessing Restaurant Brands International (QSR) Valuation After Recent Share Price Strength

Why Restaurant Brands International is on investor radars today Restaurant Brands International (QSR) has drawn fresh attention after recent share price moves, with the stock showing gains over the past week, month, and past 3 months that put its current valuation in focus for investors. See our latest analysis for Restaurant Brands International. Beyond the recent bounce, Restaurant Brands International’s 1-year total shareholder return of 10.36% and 3-year total shareholder return of 35.21%...
NYSE:ALLY
NYSE:ALLYConsumer Finance

Do Weak Jobs Data and Buybacks Reveal a Turning Point in Ally’s Risk Profile (ALLY)?

In early March 2026, Ally Financial was affected by a weaker-than-expected U.S. February jobs report that showed job losses and a higher unemployment rate, raising concerns about borrowers’ repayment capacity and broader credit conditions for lenders. At the same time, Ally’s improving credit quality, stronger adjusted earnings, and resumed share buybacks highlight a business that is strengthening even as the macro backdrop becomes more uncertain. We’ll now examine how rising unemployment...