U.S. Tech Hardware Stock News

NYSE:AIR
NYSE:AIRAerospace & Defense

Has AAR (AIR) Rallied Too Far After Aviation Supply Chain Optimism?

If you are wondering whether AAR's current share price lines up with its underlying worth, this article will walk through what the numbers are actually saying about value. AAR's stock last closed at US$114.63, with returns of 0.9% over the past 7 days, 9.1% over 30 days, 35.7% year to date, 78.3% over 1 year, 112.5% over 3 years, and 168.0% over 5 years, which may influence how much upside or downside you feel is left. Recent news coverage around AAR has largely focused on its role in the...
NYSE:BLK
NYSE:BLKCapital Markets

BlackRock Ethereum ETF Staking Move Draws Institutions And New Fee Stream

BlackRock, ticker NYSE:BLK, is moving ahead with its Ethereum ETF, ETHB, which is structured to pass staking rewards through to fund investors. The product is described as a first of its kind in the US market for giving ETF holders direct exposure to Ethereum staking economics. Institutional investors including Harvard Management Company and Abu Dhabi's Mubadala are reported to be shifting allocations from Bitcoin ETFs into BlackRock's Ethereum offerings. BlackRock, ticker NYSE:BLK, is...
NasdaqGS:LKQ
NasdaqGS:LKQRetail Distributors

How Investors Are Reacting To LKQ (LKQ) Strategic Review, Litigation Risks, And Institutional Buying

In recent months, LKQ has faced sector pressure following weak earnings from competitor Genuine Parts Company, alongside lowered 2025 guidance, a Board-led strategic review that could include a sale, and ongoing patent litigation with General Motors. At the same time, institutional investors such as Kiltearn Partners and Aristotle Capital Boston have been building positions in LKQ, reflecting interest in its scale, logistics investments, and role in alternative collision repair parts...
NasdaqCM:RCAT
NasdaqCM:RCATAerospace & Defense

A Look At Red Cat Holdings (RCAT) Valuation As New Drone Orders And ETF Interest Draw Attention

Red Cat Holdings (RCAT) is back in focus after new drone orders from Asia Pacific allies, deeper work in autonomous reconnaissance systems, a higher weighting in a defense ETF, and easing short interest reshaped recent sentiment around the stock. See our latest analysis for Red Cat Holdings. Those new orders and ETF inflows arrive as the share price sits at $12.08, with a 1 day share price return of 5.96% and a 90 day share price return of 96.74%. The 3 year total shareholder return is very...
NYSE:TE
NYSE:TEElectrical

Does T1 Energy’s (TE) New Accounting Chief Subtly Reframe Its Policy-Driven Growth Ambitions?

T1 Energy Inc. disclosed that the employment of Denise Cruz, Senior Vice President, Chief Accounting Officer and Corporate Controller, was terminated effective immediately on February 5, 2026, and that Tom Mahrer, a veteran finance leader with extensive SEC reporting and energy-sector experience, was appointed to those roles the same day. Mahrer’s background across Valero, KPMG, and Deloitte, combined with his recent role leading T1’s SEC reporting, places a technically focused insider at...
NasdaqGS:IBKR
NasdaqGS:IBKRCapital Markets

Is Interactive Brokers Group (IBKR) Pricing Fair After Strong Multi‑Year Share Gains?

If you are wondering whether Interactive Brokers Group is priced attractively today, this article will walk through what the current share price could mean for long term investors. The stock recently closed at US$74.90, with returns of a 1.9% decline over 7 days, 2.1% over 30 days, 11.4% year to date and 29.5% over the past year, while the three year return is around 3.5x and the five year return is just over 4x. Recent headlines around Interactive Brokers Group have focused on its position...
NYSE:HSY
NYSE:HSYFood

Weighing Hershey (HSY) Valuation As Recent Share Price Momentum Meets Conflicting Fair Value Signals

Hershey stock snapshot after recent performance shift Hershey (HSY) has quietly put in a strong stretch, with the share price up about 12% over the past month and roughly 22% in the past 3 months, drawing fresh attention from investors. See our latest analysis for Hershey. Set against a 1-year total shareholder return of 39.63% and a 5-year total shareholder return of 69.68%, the recent 21.73% year to date share price return suggests momentum has been building again despite some short term...
NYSE:NATL
NYSE:NATLDiversified Financial

Is Expanded UnionPay Access at 13,000 Cashzone ATMs Altering The Investment Case For NCR Atleos (NATL)?

NCR Atleos recently expanded access for UnionPay cardholders, allowing them to withdraw cash at up to 13,000 Cashzone ATMs across the UK, many located in high-traffic and tourist areas. This collaboration underscores NCR Atleos’ role in cross-border cash access and tourism-related payments, reinforcing its position in self-directed banking infrastructure. We’ll now explore how this wider UnionPay access across Cashzone ATMs could influence NCR Atleos’ investment narrative and long-term cash...
NYSE:ALLY
NYSE:ALLYConsumer Finance

Ally Financial (ALLY) Valuation Check As Earnings Rebound And Share Buybacks Restart

Ally Financial (ALLY) is back in focus after its latest results showed year-over-year net income of US$300 million and a resumed US$2b share buyback, even as credit costs and margin pressures keep investors cautious. See our latest analysis for Ally Financial. The latest earnings and buyback news comes after a mixed stretch for the stock, with a 12.1% 90 day share price return but an 8.0% year to date share price decline. The 3 year total shareholder return of 55.5% suggests longer term...
NYSE:FE
NYSE:FEElectric Utilities

FirstEnergy (FE) Margin Improvement To 9.3% TTM Tests Bearish Profitability Narrative

FirstEnergy FY 2025 Earnings Snapshot FirstEnergy (FE) just posted its latest FY 2025 numbers with Q3 revenue of US$4.1 billion and basic EPS of US$0.76, setting a clear marker for how the year is shaping up. The company has seen revenue move from US$3.0 billion in Q4 2024 to US$3.4 billion in Q2 2025 and US$4.1 billion in Q3 2025, while quarterly EPS ranged from US$0.45 to US$0.76 over the same stretch, and trailing twelve month EPS sits at US$2.31 on revenue of US$14.3 billion. With net...
NYSE:MIR
NYSE:MIRElectronic

Did Record Orders and AI-Focused Leadership Just Shift Mirion Technologies' (MIR) Investment Narrative?

In February 2026, Mirion Technologies reported full-year 2025 revenue of US$925.4 million and net income of US$28.8 million, issued guidance for approximately low-twenties percentage revenue growth in 2026, announced record annual orders above US$1 billion, and reshaped its leadership team with new nuclear, nuclear medicine, and AI-focused roles. By elevating nuclear power and nuclear medicine leadership and appointing a Chief Artificial Intelligence & Digital Officer, Mirion is explicitly...
NasdaqGS:IDXX
NasdaqGS:IDXXMedical Equipment

Assessing IDEXX Laboratories (IDXX) Valuation After Q4 Beat And Cautious 2026 Outlook

Board transition and recent earnings context IDEXX Laboratories (IDXX) is in focus after reporting fourth quarter results that exceeded analyst expectations on both revenue and earnings per share, along with 2026 guidance that some analysts view with caution. At the same time, the company outlined plans for around 5,500 new InVueDx system placements in 2026 to help address pressure from fewer pet visits, giving investors a concrete operational metric to track. See our latest analysis for...
NYSE:BRK.B
NYSE:BRK.BDiversified Financial

Is Berkshire Hathaway (BRK.B) Still Attractively Priced After Strong Five Year Share Gains?

If you have ever wondered whether Berkshire Hathaway is fairly priced or offering hidden value right now, you are not alone. This article is built to help you frame that question clearly. The stock last closed at US$499.07, with returns of 0.4% year to date, 3.2% over 1 year, 64.6% over 3 years and 100.9% over 5 years, while the 7 day return sits at a 0.2% decline. Recent coverage has focused on Berkshire's role as a diversified holding company, its large portfolio of listed equities and its...
NasdaqGM:VCYT
NasdaqGM:VCYTBiotechs

A Look At Veracyte (VCYT) Valuation After UBS Reiterates Positive View On Q4 Revenue Performance

UBS reiterated its positive view on Veracyte (VCYT) after the company’s fourth quarter testing revenue topped expectations, highlighting higher average selling prices and prior period collections as key drivers, rather than underlying test volume trends. See our latest analysis for Veracyte. Veracyte’s share price has softened recently, with a 30-day share price return of an 11.93% decline and a year-to-date share price return of a 13.64% decline. This comes even though the three-year total...
NasdaqGS:TFSL
NasdaqGS:TFSLBanks

How Gator Capital’s Focus on TFSL’s Mutual Structure Has Changed TFS Financial’s Investment Story

In its fourth-quarter 2025 investor letter, Gator Capital Management disclosed that it had purchased a position in TFS Financial Corporation in December, citing the bank’s mutual holding company structure and the benefit of lower short-term interest rates. Gator Capital Management highlighted that this structure, combined with what it views as an underappreciated earnings recovery potential, could create an attractive, asymmetric risk/reward profile for public shareholders. With these...
NasdaqGS:WAY
NasdaqGS:WAYHealthcare Services

Waystar Holding (WAY) FY 2025 Profitability Turn Reinforces Bullish Scalability Narrative

Waystar Holding FY 2025 Earnings Snapshot Waystar Holding (WAY) has wrapped up FY 2025 with fourth quarter revenue of US$303.5 million and basic EPS of US$0.10, alongside net income of US$20.0 million. Over the last six reported quarters, the company has seen revenue move from US$240.1 million in Q3 2024 to US$303.5 million in Q4 2025. Quarterly basic EPS shifted from US$0.03 in Q3 2024 to a trailing twelve month EPS of US$0.63 by Q4 2025, supported by trailing twelve month net income of...
NYSE:WTTR
NYSE:WTTREnergy Services

Select Water Solutions (WTTR) Margin Strain Challenges Bullish Earnings Expansion Narrative

Select Water Solutions (WTTR) has wrapped up FY 2025 with fourth quarter revenue of $346.5 million and a small net loss of $0.3 million, which translated into roughly flat EPS at $0.00. Across the year, the company has seen quarterly revenue move between $322.2 million and $374.4 million, with EPS ranging from a high of $0.10 in Q2 to losses in both Q4 2025 and Q4 2024, setting up a mixed picture on earnings momentum. See our full analysis for Select Water Solutions. With the headline numbers...
NYSE:GENI
NYSE:GENIHospitality

Genius Sports Legend Deal Tests Data To Media Growth Story

Genius Sports (NYSE:GENI) announced the acquisition of Legend, triggering debate about the target’s quality and the terms of the deal. Critics have questioned the purchase price and the effect on Genius Sports’ leverage profile. The CEO responded with a detailed letter, describing Legend as a technology focused business and outlining expected revenue synergies from the combination. Genius Sports operates as a sports data and technology provider, supplying leagues, sportsbooks, and media...
NYSE:DIS
NYSE:DISEntertainment

Disney’s Privacy Settlement And CEO Shift Reframe IP And AI Risks

Disney agreed to a $2.75 million settlement with the California Attorney General over consumer privacy violations, which includes commitments to change how it handles user data. The company announced a planned CEO handoff from Bob Iger to Josh D’Amaro, with Dana Walden moving into a new leadership role. Disney issued cease and desist letters to address alleged unauthorized use of its intellectual property in AI models, including to ByteDance. For investors watching NYSE:DIS, these...
NasdaqGS:IBRX
NasdaqGS:IBRXBiotechs

ImmunityBio Wins EU Anktiva Nod As Investors Weigh Execution Risks

ImmunityBio's lead oncology drug Anktiva has received conditional marketing authorization from the European Commission for bladder cancer, opening commercial access across 33 countries. The company is also securing accelerated approvals and advancing regulatory expansion in Saudi Arabia, adding to its international footprint. These regulatory decisions expand ImmunityBio's commercial reach in bladder cancer treatment across Europe and the Middle East. For investors tracking ImmunityBio...
NYSE:AIG
NYSE:AIGInsurance

A Look At AIG's (AIG) Valuation After Profitability Turnaround And Expanded Capital Returns

American International Group (AIG) recently combined a return to profitability with new capital return actions, reporting full year 2025 results, affirming its dividend, and updating investors on long running share repurchases. See our latest analysis for American International Group. The earnings rebound and steady capital returns have come alongside a 9.41% 1 month share price return and an 8.26% 1 year total shareholder return. The longer term 5 year total shareholder return of 96.84%...
NasdaqGS:PERI
NasdaqGS:PERIMedia

Perion Network Q3 Loss Reinforces Bearish Narrative Around Earnings Deterioration

Perion Network (PERI) just posted its FY 2025 third quarter numbers, reporting revenue of US$110.5 million and a loss per share of US$0.10 based on basic EPS, as net income excluding extra items came in at a US$4.1 million loss. The company’s quarterly revenue moved from US$108.7 million in Q2 2024 to US$102.2 million in Q3 2024 and then to US$110.5 million in Q3 2025. Over the same periods, basic EPS shifted from a loss of US$0.13 in Q2 2024 to EPS of US$0.05 in Q3 2024 and then a loss of...
NYSE:EL
NYSE:ELPersonal Products

Why Estée Lauder (EL) Is Up 5.9% After Returning To Profit And Tightening 2026 Guidance

In early February 2026, The Estée Lauder Companies reported second-quarter and six-month results showing a shift from a prior-year loss to net income, reaffirmed its quarterly cash dividend of US$0.35 per share, and revised full-year 2026 guidance to sales growth of 3%–5% with reported EPS of US$0.98–US$1.22. The move back into profitability, combined with management’s updated earnings outlook, gives investors fresh data points to assess the pace and quality of Estée Lauder’s operational...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

Is CoStar Group (CSGP) Now A Value Opportunity After A 38% One Year Share Price Fall

If you are wondering whether CoStar Group's recent share price puts it in the bargain bin or still on the expensive side, you are in the right place for a closer look at value. The stock closed at US$48.94, with returns of 2.2% over 7 days, a 25.1% decline over 30 days, a 25.5% decline year to date, and a 38.2% decline over 1 year that may have changed how investors think about both risk and opportunity. Recent coverage has focused on CoStar Group's role as a key player in digital commercial...