U.S. Tech Hardware Stock News

NYSE:GRMN
NYSE:GRMNConsumer Durables

Garmin (GRMN) Margin Decline Tests Premium 29.1x P/E Narrative

Garmin (GRMN) has just posted another solid quarter for FY 2025, with Q3 revenue of US$1.8b and basic EPS of US$2.09, alongside trailing 12 month revenue of about US$6.9b and EPS of US$8.16 that frame the latest print in a broader context. The company has seen quarterly revenue move from US$1.5b in Q2 2024 to around US$1.8b in both Q2 and Q3 2025, while basic EPS has ranged from US$1.57 in Q2 2024 to just over US$2.08 in recent quarters. This sets the stage for investors to focus on how net...
NasdaqGM:BLBD
NasdaqGM:BLBDMachinery

Blue Bird Expands Beyond School Buses With Full Micro Bird Ownership

Blue Bird Corporation (NasdaqGM:BLBD) plans to acquire Girardin Group's stake in Micro Bird Inc., taking full ownership of the long running joint venture. The deal focuses on expanding Blue Bird's presence in the North American market for compliant shuttle buses. The transaction consolidates control of a key manufacturing operation and broadens the company's product lineup. Blue Bird, best known for its school buses, is leaning further into the broader commercial transportation space with...
NYSE:ALIT
NYSE:ALITProfessional Services

Alight (ALIT) Valuation Check As New Senior Leaders Take Charge Before Q4 2025 Earnings

Alight (ALIT) has reshaped its senior ranks by appointing Karen Frost to lead Health and Navigation and Kevin Curry to head Leaves, as investors watch closely ahead of the upcoming Q4 2025 earnings release. See our latest analysis for Alight. Those leadership moves come after a tough stretch for holders. The 30 day share price return shows a 16.56% decline and the 1 year total shareholder return shows a 79.57% decline, suggesting momentum has been fading even as investors look to upcoming...
NYSE:SUI
NYSE:SUIResidential REITs

Is Sun Communities (SUI) Offering Value After Mixed Multi Year Share Price Performance

Wondering if Sun Communities at around US$129.99 is offering fair value or a potential mispricing opportunity? This article walks you through what the numbers actually suggest. The stock has returned 1.7% over the last 7 days, 6.4% year to date and 10.9% over the last year, while the 30 day return sits at a slight 0.2% decline and the 3 and 5 year returns are 4.4% and 0.9% declines respectively. Recent coverage of Sun Communities has focused on its role as a large US real estate owner and...
NYSE:DBRG
NYSE:DBRGCapital Markets

Reassessing DigitalBridge Group (DBRG) After Its 44% One-Year Share Price Surge

If you are wondering whether DigitalBridge Group is still attractively priced after its recent run, looking closely at its valuation metrics can help you decide what the current share price really offers. The stock last closed at US$15.41, with returns of 0.0% over 7 days, 0.4% over 30 days, 0.2% year to date, 43.9% over 1 year, 13.5% over 3 years, and a 36.3% decline over 5 years. Taken together, these figures give a mixed picture of how the market has treated the shares over different...
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...
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: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...
NasdaqGM:TCMD
NasdaqGM:TCMDMedical Equipment

Tactile Systems Technology (TCMD) EPS Turnaround Challenges Slower Growth Narrative

Tactile Systems Technology (TCMD) has wrapped up FY 2025 with fourth quarter revenue of US$103.6 million and basic EPS of US$0.47, alongside trailing 12 month revenue of US$329.5 million and EPS of US$0.83 that frame the full year picture. The company has seen quarterly revenue move from US$61.3 million in Q1 2025 to US$103.6 million in Q4 2025, while basic EPS shifted from a loss of US$0.13 in Q1 to a profit of US$0.47 in Q4, setting up a results season where investors are likely to focus on...
NYSE:JELD
NYSE:JELDBuilding

JELD WEN Holding (JELD) Deep FY 2025 Loss Tests Bullish Turnaround Narratives

JELD-WEN Holding (JELD) has just posted a tough FY 2025 finish, with fourth quarter revenue of US$802 million and a basic EPS loss of US$0.47, alongside trailing 12 month revenue of about US$3.2 billion and a full year basic EPS loss of US$7.27. The company has seen quarterly revenue move from US$895.7 million in Q4 2024 to US$802 million in Q4 2025, while basic EPS shifted from a loss of US$0.81 to a loss of US$0.47 over the same period. This leaves investors to consider whether pressure on...
NasdaqGS:GLBE
NasdaqGS:GLBEMultiline Retail

Global E Online (GLBE) Earnings Turn Positive EPS Story Tests High Growth Narratives

Global‑E Online (GLBE) has just posted its FY 2025 third quarter numbers, with revenue of US$220.8 million and basic EPS of US$0.08 on net income of US$13.2 million. This gives investors fresh data on how the cross border e commerce platform is converting top line scale into bottom line results. The company has seen quarterly revenue move from US$168.0 million in Q2 2024 to US$175.9 million in Q3 2024, then to US$189.9 million in Q1 2025, US$214.9 million in Q2 2025 and US$220.8 million in...
NYSE:LPX
NYSE:LPXForestry

Louisiana-Pacific Dividend Hike Leans On Siding Strength And Cash Flows

Louisiana-Pacific (NYSE:LPX) announced a 7% dividend increase, signaling confidence in its financial position. The company recently highlighted strong growth in its Siding business and operational improvements. These updates come as the housing market remains challenging, with demand under pressure. For you as an investor, the key point is that NYSE:LPX is leaning on its Siding segment and efficiency gains while housing conditions stay tough. The company focuses on building products, so...
NasdaqGS:MASI
NasdaqGS:MASIMedical Equipment

Masimo Shareholders Weigh Danaher Cash Offer And Rich Valuation Risk

Danaher Corporation has agreed to acquire Masimo (NasdaqGS:MASI) in a definitive all cash transaction. The deal terms value Masimo entirely in cash, with closing subject to customary approvals and conditions. A legal investigation has been launched to assess whether the acquisition terms are fair to Masimo shareholders. Masimo, known for patient monitoring and related medical technology, sits at the intersection of healthcare equipment and digital health tools. The proposed acquisition by...
NYSE:TRAK
NYSE:TRAKSoftware

ReposiTrak (TRAK) Margins Hold Near 30% And Support Existing Bullish Efficiency Narratives

ReposiTrak (TRAK) has put up another steady quarter in Q2 2026, reporting revenue of US$5.9 million and basic EPS of US$0.09, with net income excluding extra items at US$1.6 million as investors weigh these figures against its recent growth track record. The company has seen quarterly revenue move from US$5.5 million in Q2 2025 to US$5.9 million in the latest quarter, while basic EPS over that span has ranged between US$0.08 and US$0.10. This is setting the stage for investors to focus on how...
NYSE:COUR
NYSE:COURConsumer Services

Coursera Udemy Combination Puts AI Growth Vision And Valuation In Focus

Coursera, NYSE:COUR, has announced an agreement to combine with Udemy. The companies plan to create a larger online learning platform with a focus on AI powered experiences. The move signals consolidation in online education and is expected to be closely watched by investors and industry participants. For investors tracking NYSE:COUR, the announcement comes after a challenging period for the share price. Coursera closed at $5.93, with a 3.3% gain over the past week but declines of 5.7% over...