U.S. Tech Hardware Stock News

In January, Talos Energy revised its 2025 operational guidance, projecting higher total production of 34.3–35.5 MMBoe while cutting its capital expenditure outlook to a midpoint of US$500 million ahead of its Q4 and full-year 2025 results released on 24 February 2026. This combination of increased output expectations and lower planned spending points to improved capital efficiency, which has become a key focus for analysts reassessing the company’s outlook. We’ll now explore how Talos’s...

In early February 2026, H&R Block announced a suite of enhancements to its tax preparation services, including AI Tax Assist for 24/7 client support, advanced AI tools for tax professionals, a Smart Product Selector for DIY tier selection, and upgraded technology to help filers locate forms and optimize deductions. This push to blend AI-powered automation with human expertise could reshape how clients interact with H&R Block’s omnichannel tax offerings during the core filing season. Next,...

Guidance sparks fresh look at Arcos Dorados Holdings (ARCO) Arcos Dorados Holdings (NYSE:ARCO) has put fresh guidance on the table, telling investors it expects sequentially higher comparable sales and US dollar revenue in the first quarter of 2026, supported by stronger local currencies. See our latest analysis for Arcos Dorados Holdings. The guidance lands after a strong run in the shares, with the latest price at $8.94 and a 30 day share price return of 14.91%, while the 5 year total...

In February 2026, Callaway Golf Company reported fourth-quarter 2025 sales of US$367.5 million, a net loss of US$66 million, and full-year 2025 sales of US$2.06 billion with net income of US$38.8 million, while also issuing 2026 guidance that points to slightly lower full-year sales. Management linked the revenue shortfall versus expectations to the earlier divestiture of Jack Wolfskin and most of Topgolf, along with higher tariff expenses that are lifting prices and weighing on...

American States Water (AWR) just paired its latest earnings release with an approved dividend increase and new California rate hikes, a mix that puts both its income profile and regulated utility cash flows in focus. See our latest analysis for American States Water. Even with the dividend increase and new California rate hikes, American States Water’s share price performance has been fairly subdued. The 7 day share price return shows a 2.6% decline and the year to date share price return is...

Texas Pacific Land Corporation recently reported its full-year 2025 results, with revenue rising to US$798.19 million and net income reaching US$481.38 million, alongside higher earnings per share versus 2024. The company coupled these record financials with a 12.5% quarterly dividend increase, a three-for-one stock split, and a US$50 million push into data-center infrastructure through Bolt Data & Energy, signaling a broader use of its Permian land and water footprint beyond traditional oil...

Why J&J Snack Foods (JJSF) may be on investors’ radar J&J Snack Foods (JJSF) has been drawing attention after a period of weaker share performance, with the stock showing negative returns over the past month, past 3 months, year to date, and over the past year. In this context, investors are weighing the company’s current valuation and financial profile, including US$1,564.4m in revenue, US$61.3m in net income, and recent annual revenue and net income growth figures. See our latest analysis...

Vera Therapeutics (VERA) is back in focus after a downgrade from Strong Buy to Hold, even as its lead drug candidate atacicept hit the primary endpoint in a phase 3 IgA nephropathy trial. See our latest analysis for Vera Therapeutics. The recent downgrade comes after a sharp run up, with Vera Therapeutics posting a very large 3 year total shareholder return and a 46.1% 1 year total shareholder return. Its 30 day share price return of 12.1% and year to date share price return of 14.1% show...

Parsons (PSN) just landed a sole source US$500 million Joint Cyber Hunt Kit contract with U.S. Cyber Command. This reinforces a recent run of sizeable federal wins that arrived alongside softer fourth quarter earnings. See our latest analysis for Parsons. Despite the contract wins, Parsons' share price has cooled in recent months, with a 30 day share price return of a 9.9% decline and a 90 day share price return of a 21.1% decline. However, the 1 year and 5 year total shareholder returns of...

Why Tradeweb Markets (TW) Is On Investor Radars Today Tradeweb Markets (TW) is drawing fresh attention after a recent share price move, with returns over the past month and past 3 months standing out against its longer term track record. See our latest analysis for Tradeweb Markets. The recent 7 day share price return of 5.34% and 30 day share price return of 16.22% sit against a 1 year total shareholder return decline of 10.60% and a 3 year total shareholder return of 70.15%. This suggests...

Boyd Gaming Corporation recently increased its quarterly dividend to US$0.20 per share from US$0.18, payable on April 15, 2026, to shareholders of record on March 16, 2026, reinforcing its pattern of returning cash to investors. This fourth consecutive dividend hike, alongside record earnings, balance sheet strengthening, and ongoing online and property investments, highlights management’s emphasis on combining growth projects with regular cash distributions. We’ll now examine how Boyd...

Why Sinclair stock is on investors’ radar now Sinclair (SBGI) has drawn fresh investor attention after recent trading left the shares at a last close of $14.60, with mixed return patterns across the past week, month, and past 3 months. See our latest analysis for Sinclair. Recent trading has been choppy, with Sinclair’s 1 day share price return of 0.34% sitting against a 90 day share price return of an 8% decline. The 1 year total shareholder return of 7.8% shows income and reinvested...

Online used car auction platform ACV Auctions recently reported earnings after the bell, following a prior quarter where it met revenue expectations but missed its full-year revenue and EBITDA guidance. This latest update comes as the company heads into a period of slower expected revenue growth and heightened scrutiny of how it manages a tougher used-vehicle market and the fallout from a former customer bankruptcy. Next, we’ll examine how ACV’s adjusted revenue guidance amid a challenging...

CRISPR Therapeutics AG reported fourth-quarter 2025 revenue of US$864,000 and a net loss of US$130.61 million, with full-year 2025 revenue of US$3.51 million and a net loss of US$581.6 million. Against these weaker financial results, investor attention has shifted to the advancing gene-editing pipeline, including zugo-cel’s FDA Regenerative Medicine Advanced Therapy designation and growing Casgevy commercialization. We’ll now examine how the FDA’s RMAT designation for zugo-cel shapes CRISPR...

In February 2026, multiple law firms filed securities class action lawsuits against Enphase Energy alleging misleading disclosures about channel inventory management and the impact of expiring U.S. residential solar tax credits, while the company also introduced new Power Control software to cut costs and simplify small commercial solar interconnections. These developments arrive just after Enphase reported better‑than‑expected Q4 2025 results and highlighted tax‑credit‑driven demand,...

On February 12, 2026, CareDx announced pivotal clinical validation results for AlloHeme, an NGS- and AI-powered blood test that detects emerging relapse in AML and MDS patients after allogeneic transplant significantly earlier than traditional bone marrow or marker-specific methods, based on data from the 198-patient ACROBAT study. The successful validation of AlloHeme marks a key step in extending CareDx’s transplant-focused precision medicine platform into hematology and oncology,...

Why McKesson (MCK) is back on investors’ radar McKesson (MCK) has attracted fresh attention after reporting strong third quarter results, with double digit revenue growth and earnings ahead of Wall Street forecasts, followed by a 16.5% jump in the share price. See our latest analysis for McKesson. The post earnings jump has also shifted the bigger picture for McKesson, with a 15.5% 1 month share price return adding to an 8.9% 3 month gain and a very large 5 year total shareholder return of...

Earlier in February 2026, Stryker announced two additions to its orthopaedics portfolio: the T2 Alpha Humerus Nailing System for complex humeral fractures and the limited market release of Mako RPS, a handheld robotic system for total knee procedures. By extending its Mako robotics franchise into handheld tools and integrating fracture fixation into a unified nailing platform, Stryker is deepening its ecosystem approach to orthopaedic care and hospital workflow efficiency. Next, we’ll...

In February 2026, Coty withdrew its fiscal 2026 guidance after fiscal second-quarter results came in below plan under newly appointed interim CEO Markus Strobel. This combination of weaker-than-expected results and reduced visibility under new leadership has prompted analysts to re-evaluate Coty’s longer-term outlook and risk profile. We’ll now explore how the withdrawal of FY26 guidance under interim leadership could influence Coty’s existing investment narrative. Invest in the nuclear...

Tariff ruling sparks a move in Ziff Davis shares The U.S. Supreme Court’s decision to strike down the Trump administration’s global tariffs eased some pressure on trade exposed businesses, and Ziff Davis (ZD) was among the stocks that reacted, with shares jumping following the ruling. See our latest analysis for Ziff Davis. Beyond the tariff driven 1 day share price return of 3.05% and 7 day gain of 2.92%, Ziff Davis’s 30 day share price return of a 17.85% decline and 1 year total shareholder...

ONE Gas stock moves and recent performance snapshot ONE Gas (OGS) has been drawing attention after recent share price moves, with the stock closing at $85.52. Investors are weighing short term softness against a solid month and past 3 months performance profile. See our latest analysis for ONE Gas. At a share price of $85.52, ONE Gas is coming off a softer week but a strong 30 day share price return of 10.73%, alongside a 1 year total shareholder return of 20.99% that points to momentum...

Organon & Co. recently reported fourth-quarter 2025 results showing sales of US$1,507 million and a net loss of US$205 million, alongside guiding to about US$6.2 billion in 2026 revenue and declaring a US$0.02 quarterly dividend payable on March 12, 2026. The sharp swing from full-year 2024 net income of US$864 million to 2025 net income of US$187 million underscores how pricing pressure, loss of exclusivity for drugs such as Atozet, and ongoing cost challenges are weighing on profitability...

Stifel Financial (SF) is back on investors’ radar after recent share price moves, with the stock showing mixed returns over the past month and past 3 months alongside double digit 1 year and multi year total returns. See our latest analysis for Stifel Financial. With the share price at US$119.91, Stifel Financial’s recent 6.5% decline in the 1 month share price return contrasts with its stronger 1 year and multi year total shareholder returns. This suggests earlier optimism is now being...

Planet Labs PBC (PL) is back in focus after reporting 33% revenue growth, a fourth straight quarter of adjusted EBITDA profitability, and a backlog that is more than triple last year, largely tied to defense and intelligence contracts. See our latest analysis for Planet Labs PBC. Recent news, including the 33% revenue growth update and new defense focused advisory boards, comes after a powerful 107.11% 90 day share price return and a very large 1 year total shareholder return of 380.89%,...