U.S. Tech Hardware Stock News

NYSE:RVLV
NYSE:RVLVSpecialty Retail

Revolve Group (RVLV) Margins Hold At 5% Challenging Bearish Profitability Narratives

Revolve Group (RVLV) has just posted its FY 2025 numbers, with fourth quarter revenue of US$324.4 million and basic EPS of US$0.26 on net income of US$18.6 million, capping a year where trailing twelve month revenue reached US$1.23 billion and EPS came in at US$0.87. The company has seen revenue move from US$293.7 million and EPS of US$0.17 in Q4 2024 to US$324.4 million and EPS of US$0.26 in Q4 2025, while trailing twelve month EPS stepped up from US$0.70 to US$0.87. This sets the backdrop...
NasdaqGS:TBLA
NasdaqGS:TBLAInteractive Media and Services

Taboola.com (TBLA) Profitability Turn In Q4 Reinforces Bullish Earnings Narrative

Taboola.com (TBLA) closed out FY 2025 with Q4 revenue of US$522.3 million and basic EPS of US$0.17, alongside Q4 2024 figures of US$491.0 million in revenue and basic EPS of US$0.10. Over the latest reported periods, revenue has moved from US$433.0 million in Q3 2024 to US$496.8 million in Q3 2025, while basic EPS shifted from a loss of US$0.02 to a profit of US$0.02. This highlights a story in which improving profitability and tighter margins are front and center for investors assessing this...
NYSE:FVR
NYSE:FVRRetail REITs

FrontView REIT (FVR) Q4 2025 FFO Stability Tests Long Term Growth Narratives

FrontView REIT (FVR) has just wrapped up FY 2025 with Q4 total revenue of US$16.5 million and basic EPS of a US$0.19 loss, capping a trailing twelve month stretch that totaled US$66.0 million in revenue and basic EPS of US$0.18. Over the last few reported quarters, revenue has moved from US$15.5 million in Q4 2024 to US$16.5 million in Q4 2025, while quarterly EPS has swung between earnings of US$0.19 and losses of around US$0.16 as margins absorbed a large one off loss of US$17.6 million...
NYSE:BKV
NYSE:BKVOil and Gas

BKV (BKV) Profitability Turnaround To US$173.1 Million Tests High 69x P E Narrative

BKV (BKV) closed out FY 2025 with Q4 revenue of US$330.1 million and basic EPS of US$0.76, while trailing twelve month EPS sat at US$2.00 on revenue of US$1.0 billion and net income of US$173.1 million. Over the past year, revenue has moved from US$615.1 million and a loss of US$2.00 per share on the trailing twelve month basis in Q4 2024 to US$1.0 billion and EPS of US$2.00. This frames a clear shift in reported profitability for the period. For investors, that combination of higher sales,...
NYSE:VLN
NYSE:VLNSemiconductor

Valens Semiconductor (VLN) Quarterly Loss Of US$7.3 Million Underscores Profitability Concerns

Valens Semiconductor FY 2025 Earnings Snapshot Valens Semiconductor (VLN) just posted third quarter FY 2025 revenue of US$17.3 million with a basic EPS loss of US$0.07, alongside trailing twelve month revenue of US$67.9 million and a TTM basic EPS loss of US$0.29. The company has seen quarterly revenue move from US$13.6 million in Q2 2024 to US$17.3 million in Q3 2025, while quarterly EPS losses have ranged between US$0.07 and US$0.10 over the same stretch. Investors are likely to focus on...
NYSE:DIN
NYSE:DINHospitality

Dine Brands Global (DIN) Margin Hit To 3.8% Reinforces Bearish Profitability Concerns

Dine Brands Global (DIN) has laid out its FY 2025 scorecard with Q3 revenue of US$216.2 million and basic EPS of US$0.48, alongside net income of US$7.0 million, setting the tone for how the full year is shaping up. The company has seen quarterly revenue move from US$204.8 million in Q4 2024 to US$214.8 million in Q1 2025, US$230.8 million in Q2 2025, then US$216.2 million in Q3 2025. Over the same period, EPS shifted from US$0.34 to US$0.53, US$0.89 and then US$0.48. With trailing net profit...
NasdaqGS:RXRX
NasdaqGS:RXRXBiotechs

Recursion Pharmaceuticals Q3 Loss Deepens Narrative Of Heavy Spending Over Limited US$5.2m Revenue

Recursion Pharmaceuticals (RXRX) just posted another heavily loss making quarter, with Q3 FY 2025 revenue of US$5.2 million against a net loss of US$162.3 million and basic EPS of a US$0.36 loss. The company has seen quarterly revenue move between US$26.1 million in Q3 FY 2024 and US$4.5 million in Q4 FY 2024, while quarterly EPS has ranged from a US$0.34 loss to a US$0.53 loss over that period. This underscores a business that is still in investment mode rather than profit harvesting. For...
NasdaqGS:LSCC
NasdaqGS:LSCCSemiconductor

Lattice Ties FPGAs To Post Quantum Security As Valuation Stays Stretched

Lattice Semiconductor (NasdaqGS:LSCC) announced a new collaboration with SEALSQ to embed post quantum security into its FPGA solutions. The partnership supports efforts to create quantum resistant hardware for edge computing and mission critical use cases. The initiative aligns with the launch of the "Year of Quantum Security 2026" and is being presented to key industry stakeholders. Lattice Semiconductor focuses on low power FPGAs that are used in areas such as edge computing, industrial...
NasdaqGS:FRMI
NasdaqGS:FRMISpecialized REITs

Fermi Financing And Hyundai Partnership Support Long Term Nuclear Growth Potential

Fermi (NasdaqGS:FRMI) secures major equipment financing from institutional investors to support Project Matador. The company advances its partnership with Hyundai Engineering & Construction to progress four AP1000 nuclear units. The planned facilities form part of a large private energy campus aimed at high-demand industrial users in the U.S. Fermi, trading under NasdaqGS:FRMI, focuses on large scale nuclear power infrastructure, and Project Matador is shaping up as a core asset in that...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

F5 Scality Partnership Targets AI Data Delivery And Security Growth

F5 (NasdaqGS:FFIV) and Scality have expanded their partnership to offer integrated data delivery and security solutions for AI and analytics workloads. The collaboration focuses on secure, scalable and high performance data access across cloud and hybrid environments. The move targets enterprises that need to manage, move and protect large volumes of data to support AI driven initiatives. For investors watching F5, the timing of this partnership comes as the stock trades around $272.03,...
NYSE:KOF
NYSE:KOFBeverage

Coca-Cola FEMSA (NYSE:KOF) Margin Slippage Tests Bullish Long Term Growth Narrative

Coca-Cola FEMSA. de (NYSE:KOF) has wrapped up FY 2025 with fourth quarter revenue of MX$77.8b and basic EPS of MX$35.70, while trailing twelve month revenue stands at MX$291.7b and EPS at MX$113.50. The company has seen quarterly revenue move from MX$69.6b in Q3 2024 to MX$77.8b in Q4 2025, with basic EPS ranging from MX$27.89 to MX$35.70 over the same stretch. Investors will be weighing these earnings against slightly softer net profit margins and considering what that could mean for...
NasdaqGS:CECO
NasdaqGS:CECOMachinery

CECO Environmental (CECO) One Off Gain Driven 6.5% Net Margin Challenges Bearish Narratives

CECO Environmental (CECO) has wrapped up FY 2025 with fourth quarter revenue of US$214.7 million and basic EPS of US$0.09, alongside net income of US$3.1 million, while trailing 12 month figures show revenue of US$774.4 million and EPS of US$1.42. Over the past few quarters the company has seen revenue move from US$158.6 million in Q4 2024 to US$214.7 million in Q4 2025, with quarterly EPS ranging from US$0.06 in Q3 2024 to US$1.03 in Q1 2025 and net income shifting between US$2.1 million and...
NasdaqCM:VRRM
NasdaqCM:VRRMProfessional Services

Is Verra Mobility (VRRM) Pricing Look Attractive After A 28.5% One Year Share Price Slump

If you are looking at Verra Mobility and wondering whether the current share price reflects its true worth, this article will walk you through how that value stacks up against several common yardsticks. The stock closed at US$18.71 recently, with returns of 2.4% over 7 days, a 12.2% decline over 30 days, a 16.2% decline year to date and a 28.5% decline over 1 year, while the 3 year and 5 year returns sit at 8.6% and 34.7% respectively. Recent coverage around Verra Mobility has centered on...
NYSE:DNOW
NYSE:DNOWTrade Distributors

Is DNOW (DNOW) Pricing Reflect A 50% Discount To Cash Flow Estimates After Recent Slide

If you are wondering whether DNOW's current share price reflects its underlying worth, you are not alone. This article focuses squarely on what the numbers say about its valuation. After a 26.4% decline over the past week and an 18.8% decline over the past month, DNOW is trading at US$11.87, with returns of an 11.2% decline year to date, a 26.1% decline over 1 year, a 7.6% decline over 3 years and 10.7% over 5 years. Recent news coverage has centered on providing broader, evergreen analysis...
NYSE:ARCO
NYSE:ARCOHospitality

The Bull Case For Arcos Dorados Holdings (ARCO) Could Change Following FX Tailwinds And New U.S. Tariffs

In February 2026, Arcos Dorados Holdings Inc. issued guidance indicating it expects sequentially higher constant-currency systemwide comparable sales growth and US dollar revenue support in the first quarter of 2026, helped by stronger local currencies versus early 2025. A separate move by the U.S. administration to impose temporary global tariffs under the Trade Act of 1974 has injected fresh uncertainty into the trade backdrop for internationally exposed operators such as Arcos...
NYSE:SGHC
NYSE:SGHCHospitality

Is Super Group (SGHC) Pricing Reflect Its Recent Share Surge And Cash Flow Outlook

Wondering whether Super Group (SGHC) is offering good value at its current price, or if the market has already priced in the excitement? This article walks through what the numbers are really saying about the stock. The share price recently closed at US$10.59, with returns of 11.8% over 7 days, 9.1% over 30 days, a 9.0% decline year to date, and 46.7% over the last year. Together, these figures give you a mixed picture of momentum and risk sentiment. Over the past few months, Super Group has...
NYSE:AESI
NYSE:AESIEnergy Services

Atlas Energy Solutions (AESI) Margin Compression And TTM Losses Test Bullish Narratives

Latest FY 2025 earnings snapshot Atlas Energy Solutions (AESI) has just posted FY 2025 numbers that put the recent reset in profitability front and center, with Q4 revenue at US$249.43 million and a basic EPS loss of US$0.18, alongside trailing 12 month revenue of about US$1.10 billion and a basic EPS loss of US$0.41. Over the last six reported quarters, the company has seen quarterly revenue move between US$259.61 million and US$304.43 million while basic EPS has swung from a profit of...
NYSE:BURL
NYSE:BURLSpecialty Retail

Is Burlington Stores (BURL) Pricing In Too Much Optimism After A 30% One Year Run?

If you are wondering whether Burlington Stores at US$308.07 is offering value or asking too much at today's price, this article will walk you through what the numbers are really saying about the stock. Over the past week the share price logged a 1.5% decline, while the 30 day return sits at 3.4%, year to date at 3.2%, and the 1 year return at 30.4%. These figures may catch the eye of anyone weighing growth potential against changing risk perceptions. Recent coverage has focused on Burlington...
NYSE:AA
NYSE:AAMetals and Mining

Is It Too Late To Consider Alcoa (AA) After An 81% One Year Share Price Jump?

Investors may be wondering whether Alcoa at around US$61.41 a share is offering good value today, or if the easy gains are already behind it. The stock has returned 6.9% over the last 7 days, is roughly flat over 30 days with a 1.3% decline, and is showing gains of 8.6% year to date and 81.0% over the last year. This naturally raises questions about how the market is now pricing its risks and opportunities. Recent coverage of Alcoa has focused on its role as a major aluminum producer, with...
NasdaqGS:ULCC
NasdaqGS:ULCCAirlines

Assessing Frontier Group Holdings (ULCC) Valuation After Shelf Registration And Return To Annual Net Loss

Frontier Group Holdings (ULCC) has drawn fresh attention after filing a US$12.25 million shelf registration for 2,290,108 common shares tied to an ESOP offering, shortly after reporting a full year 2025 net loss. See our latest analysis for Frontier Group Holdings. The share price has moved sharply around these updates, with a 1-day share price return of a 4.92% decline and a 7-day share price return of a 13.27% decline. Over a longer period, the 90-day share price return is a 4.5% gain,...
NasdaqGM:LAND
NasdaqGM:LANDSpecialized REITs

Is Gladstone Land’s Q4 2025 Earnings Surge Altering The Investment Case For Gladstone Land (LAND)?

In the past quarter, Gladstone Land Corporation reported fourth-quarter 2025 sales of US$41.45 million and net income of US$4.21 million, alongside full-year 2025 revenue of US$88.34 million and net income of US$13.53 million. The sharp year-over-year improvement in quarterly sales and earnings contrasts with softer full-year sales, highlighting how recent operational performance may be shifting for this farmland-focused REIT. Next, we’ll consider how this strong quarterly earnings growth,...
NasdaqGS:BELF.A
NasdaqGS:BELF.AElectronic

Assessing Bel Fuse (NasdaqGS:BELF.A) Valuation After A Strong Multi Month Share Price Rally

Recent performance snapshot Bel Fuse (BELF.A) has drawn fresh attention after a strong recent run, with the share price showing a 19% gain over the past month and a 67% move in the past 3 months. See our latest analysis for Bel Fuse. The recent momentum is building rather than fading, with a 30 day share price return of 19.2% and a 90 day share price return of 67%, alongside a 1 year total shareholder return of 161.2%. If Bel Fuse’s run has you thinking about where else strong trends might...
NasdaqGM:FUTU
NasdaqGM:FUTUCapital Markets

Futu’s Moomoo Turns Student Competition Into Long Term Growth Test

Moomoo, operated by Futu Holdings (NasdaqGM:FUTU), partnered with a financial education non profit to run a national student stock trading competition. The competition awards significant funding to the winning school to support financial literacy programs. The initiative is aimed at engaging students and promoting practical investing education across campuses. Futu Holdings, through its Moomoo platform, focuses on online brokerage and investing tools for retail clients. This new education...
NasdaqGS:DRS
NasdaqGS:DRSAerospace & Defense

Leonardo DRS (DRS) Earnings Acceleration And Higher Margins Test Bullish Narratives

Leonardo DRS (DRS) just closed out FY 2025 with fourth quarter revenue of US$1.1b and basic EPS of US$0.39, capped by trailing twelve month revenue of US$3.6b and EPS of US$1.05 as profit growth outpaced the company’s five year trend. The business has seen revenue move from US$981 million in Q4 2024 to US$1.1b in Q4 2025, while quarterly EPS shifted from US$0.34 to US$0.39 over the same period, against a backdrop of 30.5% earnings growth over the last year and a net margin that improved from...