U.S. Tech Hardware Stock News

NasdaqGS:CVLT
NasdaqGS:CVLTSoftware

Is Slower SaaS ARR Growth and New Legal Scrutiny Altering The Investment Case For Commvault Systems (CVLT)?

In late January 2026, Commvault Systems reported that its SaaS annual recurring revenue growth had slowed to 40%, prompting multiple law firms, including Kessler Topaz Meltzer & Check and The Schall Law Firm, to open investigations into potential securities law violations. The combination of moderating SaaS momentum and legal scrutiny raises fresh questions about Commvault’s prior growth messaging and the resilience of its subscription transition. We’ll now examine how the SaaS growth...
NasdaqGS:ETOR
NasdaqGS:ETORCapital Markets

EToro Group (ETOR) Margin Stability With 1.6% Net Margin Tests Bullish Earnings Narratives

Latest FY 2025 Results Set the Stage for eToro Group (ETOR) eToro Group (ETOR) has put fresh numbers on the board for FY 2025, with fourth quarter revenue of about US$3.9b and basic EPS of US$0.79, alongside full year trailing twelve month EPS of US$2.58 on revenue of roughly US$13.8b. The company has seen quarterly revenue move from US$5.8b in Q4 2024 to US$3.9b in Q4 2025, while basic EPS shifted from US$0.78 to US$0.79 over the same period. Trailing twelve month revenue has ranged between...
NYSE:KFY
NYSE:KFYProfessional Services

Can Korn Ferry’s (KFY) Capital Efficiency Offset Flat Sales and Rising Costs?

In recent days, Korn Ferry has drawn fresh attention as analysts highlighted its high return on invested capital, solid balance sheet, and strong profit quality, even as it continues to contend with flat sales and higher expenses as a share of revenue. This contrast between financial strength and end-market challenges suggests investors are reconsidering how much Korn Ferry’s capital efficiency and flexibility can offset slower top-line momentum. We’ll now examine how this renewed focus on...
NasdaqGS:CTAS
NasdaqGS:CTASCommercial Services

A Look At Cintas (CTAS) Valuation After Fresh Analyst Coverage And Confidence In Its Quality Profile

Why fresh analyst coverage has put Cintas (CTAS) back on investors’ radar A recent coverage reinstatement by a major bank, coupled with public commentary on Cintas’s financial health, margins, and operations, has refocused attention on the stock as a quality candidate. See our latest analysis for Cintas. Recent interest from institutional investors and fresh analyst commentary have come against a backdrop where the latest 90 day share price return of 6.21% and 3 year total shareholder return...
NYSE:SXC
NYSE:SXCMetals and Mining

SunCoke Energy (SXC) Swings To Q4 EPS Loss And Tests Long Term Bullish Narratives

SunCoke Energy (SXC) closed FY 2025 with Q4 revenue of US$480.2 million and a basic EPS loss of US$1, while trailing twelve month figures show revenue of about US$1.8 billion and a basic EPS loss of roughly US$0.52. Over the past few quarters, revenue has moved between US$434.1 million and US$490.1 million, with quarterly basic EPS ranging from a small profit of roughly US$0.02 to US$0.36 before flipping to losses in the latest period. This pattern puts the focus squarely on how efficiently...
NYSE:RNG
NYSE:RNGSoftware

RingCentral Draws Attention As AI Jitters Meet Valuation Questions

Sector wide selling in software linked to anxiety about artificial intelligence has brought fresh attention to RingCentral, NYSE:RNG, and its business model. Investors are questioning how emerging AI tools could affect communications platforms like RingCentral and whether current pricing and demand trends are at risk. The pullback across software names has coincided with heightened debate over which companies are most exposed to disruption from AI led offerings. RingCentral’s share price...
NYSE:ALLE
NYSE:ALLEBuilding

Allegion (ALLE) Earnings Growth And 15.8% Margin Reinforce Steady Profit Narrative

Allegion FY 2025 Earnings Snapshot Allegion (ALLE) has wrapped up FY 2025 with fourth quarter revenue of US$1.03b and basic EPS of US$1.71, while trailing twelve month figures sit at US$4.07b in revenue and EPS of US$7.48, giving investors a clear view of the latest run rate. Over the past few quarters the company has seen revenue move from US$945.6m in Q4 2024 to above US$1b in several 2025 quarters. Quarterly EPS has ranged between roughly US$1.66 and US$2.19 over this period, supported by...
NYSE:H
NYSE:HHospitality

Hyatt Confronts Reputational Risk As Pritzker Exits And CEO Becomes Chair

Hyatt Hotels (NYSE:H) announced the immediate retirement of executive chairman Thomas J. Pritzker and his resignation from the board. Pritzker cited regret over his past association with Jeffrey Epstein and concerns about the impact on Hyatt's reputation. The board moved quickly to appoint CEO Mark S. Hoplamazian as chairman, consolidating leadership roles. Hyatt Hotels, known for its global portfolio of hotel and resort brands, now faces an important leadership reset at the board level...
NasdaqGS:IDYA
NasdaqGS:IDYABiotechs

A Look At IDEAYA Biosciences (IDYA) Valuation After Reduced Net Losses In Recent Earnings

IDEAYA Biosciences (IDYA) shares are in focus after the company reported fourth quarter and full year 2025 results that showed smaller net losses and a lower loss per share versus the prior year. See our latest analysis for IDEAYA Biosciences. At a share price of US$30.76, IDEAYA’s recent 1 day share price return of 1.62% contrasts with a 30 day share price return of a 14.17% decline. The 1 year total shareholder return of 50.49% and 3 year total shareholder return of 76.78% indicate that,...
NYSE:NUVB
NYSE:NUVBPharmaceuticals

Assessing Nuvation Bio (NUVB) Valuation After Safusidenib Moves Into Phase 3 Astrocytoma Trial

Nuvation Bio (NUVB) is back in focus after the company finalized a protocol amendment for its global SIGMA study, moving safusidenib into a Phase 3 trial for high-risk IDH1-mutant astrocytoma. See our latest analysis for Nuvation Bio. The protocol amendment appears to have kept attention on Nuvation Bio, with a 1-day share price return of 1.91% and a 7-day share price return of 2.98% at a latest share price of $5.88. The year-to-date share price return of a 31.47% decline contrasts with a...
NasdaqGS:BTSG
NasdaqGS:BTSGHealthcare

Assessing BrightSpring Health Services (BTSG) Valuation After Strong Recent Share Price Momentum

BrightSpring Health Services: recent performance snapshot BrightSpring Health Services (BTSG) has drawn attention after a mixed stretch in its share price, with a 1% decline over the past month and an approximately 19% gain in the past 3 months. See our latest analysis for BrightSpring Health Services. At a share price of US$38.46, BrightSpring’s recent 1 day and 1 week share price returns are modestly negative, but a 90 day share price return of 19.22% and a 1 year total shareholder return...
NasdaqGS:SHOP
NasdaqGS:SHOPIT

Assessing Shopify (SHOP) Valuation After Recent Share Price Weakness

What Shopify’s recent performance tells you right now Shopify (SHOP) has been on many investors’ radars after a stretch of weak returns, with the stock down about 27% over the past month and 22% over the past 3 months. See our latest analysis for Shopify. The recent 7 day share price return of 10.76% decline and year to date share price return of 27.77% decline suggest momentum has faded, even though the 3 year total shareholder return of about 174% still reflects a strong longer term...
NYSE:SON
NYSE:SONPackaging

Sonoco Products (SON) One Off Heavy Q4 Profitability Sparks Debate On Margin Durability

Sonoco Products (SON) closed out FY 2025 with fourth quarter revenue of US$1.8 billion and basic EPS of US$3.51, alongside net income from continuing operations of US$349.6 million, setting a clear marker for how the year finished. Over the last few quarters, the company has seen revenue move from US$1.4 billion and EPS of US$0.57 in Q4 2024 to US$1.7 billion and EPS of US$0.50 in Q1 2025, then US$1.9 billion and EPS of US$0.69 in Q2 2025, before reaching US$2.1 billion and EPS of US$1.24 in...
NasdaqGS:PDD
NasdaqGS:PDDMultiline Retail

Is Rising Competition And Regulation Altering The Investment Case For PDD Holdings (PDD)?

PDD Holdings recently came under scrutiny as analysts highlighted rising domestic competition, regulatory challenges, and higher expenses that are weighing on its profitability and core retail performance. At the same time, many analysts still point to PDD’s ecosystem strengths and international platforms like Temu as supporting its longer-term business potential despite these pressures. We’ll now explore how mounting regulatory and competitive pressures may alter PDD Holdings’ previously...
NasdaqGS:CARG
NasdaqGS:CARGInteractive Media and Services

Assessing CarGurus (CARG) Valuation As Marketplace Growth Slows And Revenue Per User Declines

Recent commentary around CarGurus (CARG) centers on softer marketplace trends, with modest 2.5% annual growth in paying dealers and an 8.1% annual decline in average revenue per user, which points to ongoing demand and retention challenges. See our latest analysis for CarGurus. CarGurus’ share price has softened over 2025, with a 30 day share price return of 18.85% and a year to date share price return of 26.35%. The 1 year total shareholder return is 30.57% and the 3 year total shareholder...
NasdaqGS:ITRI
NasdaqGS:ITRIElectronic

Itron (ITRI) Is Down 8.6% After Record Profitability And 2026 Resiliency Guidance Shift - What's Changed

Itron, Inc. reported past fourth-quarter 2025 results with revenue of US$571.66 million versus US$612.86 million a year earlier, while net income rose to US$101.63 million from US$58.11 million and full-year diluted EPS from continuing operations increased to US$6.50 from US$5.18. The company paired this record profitability with 2026 guidance calling for US$2.35 billion–US$2.45 billion in revenue and highlighted high-margin contributions from its new Resiliency Solutions segment built...
NYSE:GPC
NYSE:GPCRetail Distributors

Genuine Parts (GPC) Q4 Loss And 0.3% Margin Test Bullish Earnings Narratives

Genuine Parts (GPC) has wrapped up FY 2025 with Q4 revenue of US$6.0b and a basic EPS loss of US$4.39, as net income excluding extra items came in at a loss of US$609.5m. Across the last six reported quarters, the company has seen quarterly revenue move from US$5.8b in Q4 2024 to US$6.3b in Q3 2025 and then US$6.0b in Q4 2025, while basic EPS has ranged from US$0.96 in Q4 2024 to US$1.83 in Q2 2025 before the most recent loss. For investors, the focus this season is on how these revenue...
NYSE:MO
NYSE:MOTobacco

Altria Withdrawal Of NJOY Ace Raises New Questions For Smoke Free Plans

Altria Group has pulled its NJOY Ace e vapor device from U.S. stores due to regulatory issues. The decision affects Altria's push into smoke free products and its presence in the nicotine alternatives market. Investors are assessing what this means for NYSE:MO and the role of reduced risk products in the company's plans. For investors watching NYSE:MO, this move comes at a time when the stock is trading around $66.54 with a reported 1 year return of 35.2% and a 5 year return of 121.8%...
NasdaqGS:HURN
NasdaqGS:HURNProfessional Services

Assessing Huron Consulting Group (HURN) Valuation After Wide-Ranging Executive Promotions

Huron Consulting Group (HURN) has rolled out a wide wave of executive promotions across healthcare, digital, financial advisory, education, and research, spotlighting its focus on senior talent and specialised capabilities in key client segments. See our latest analysis for Huron Consulting Group. At a share price of US$130.21, Huron’s 1 month share price return of 29.03% decline and year to date share price return of 23.88% decline contrast with a 5 year total shareholder return of 122.39%...
NYSE:AHH
NYSE:AHHREITs

Armada Hoffler Properties FFO Stability Challenges Bearish Narratives On Cash Generation

Armada Hoffler Properties (AHH) has just posted its FY 2025 numbers with third quarter revenue of US$96.1 million, a basic EPS loss of US$0.04, and funds from operations of US$20.2 million, giving investors a fresh read on both top line scale and REIT specific cash generation. Across recent quarters, revenue has moved from US$184.7 million in Q2 2024 to US$142.8 million in Q4 2024 and then to US$112.7 million, US$100.9 million, and US$96.1 million in Q1, Q2, and Q3 2025 respectively, while...
NasdaqGS:PTCT
NasdaqGS:PTCTBiotechs

PTC Therapeutics Faces Translarna Setback While Valuation Signals Potential Upside

PTC Therapeutics, Inc. (NasdaqGS:PTCT) has withdrawn its planned resubmission of the New Drug Application for Translarna following feedback from the US Food and Drug Administration. The decision affects Translarna's potential US path for treating patients with Duchenne muscular dystrophy caused by nonsense mutations. The update centers on regulatory communication, not on new clinical data releases. PTC Therapeutics focuses on therapies for rare diseases, so each regulatory decision can...
NYSE:GVA
NYSE:GVAConstruction

Will Record Backlog, I-80 Win and Dividend Move Change Granite Construction's (GVA) Narrative?

Granite Construction recently reported its fourth-quarter and full-year 2025 results, showing higher sales and earnings from continuing operations, while also announcing a new US$19.00 million preconstruction services agreement for Nevada’s I-80 East Widening Project and affirming a quarterly dividend of US$0.13 per share. The combination of record US$7.00 billion backlog, expanding vertically integrated materials operations through acquisitions, and the I-80 Progressive Design-Build award...
NasdaqCM:QUBT
NasdaqCM:QUBTTech

Assessing Quantum Computing Inc. (QUBT) Valuation As Dilution Risk And Insider Selling Draw Focus

Recent scrutiny of Quantum Computing (QUBT) has centered on its very small reported revenues, heavy cash use, and reliance on fresh equity issuances, as well as insider share sales that have raised questions about management confidence and shareholder dilution. See our latest analysis for Quantum Computing. Those concerns have been playing out in the share price, with a 30 day share price return of a 36.61% decline and a 90 day share price return of a 30.36% decline. Even though the 3 year...
NasdaqGM:CRVS
NasdaqGM:CRVSBiotechs

Assessing Corvus Pharmaceuticals (CRVS) Valuation After A Sharp Share Price Surge

Corvus Pharmaceuticals (CRVS) has drawn attention after a sharp move in its share price, with the stock showing very large gains over the past month and the past 3 months. See our latest analysis for Corvus Pharmaceuticals. The latest share price of $17.38 comes after a steep recent run, with a 30 day share price return of 115.90% and a 90 day share price return of 95.28%. This has contributed to a year to date share price return of 137.43% and a 1 year total shareholder return of 264.36%,...