U.S. Tech Hardware Stock News

NasdaqGS:AFRM
NasdaqGS:AFRMDiversified Financial

Assessing Affirm Holdings (AFRM) Valuation After Recent Share Price Weakness

Affirm Holdings stock: what recent returns say about investor sentiment Affirm Holdings (AFRM) has been under pressure recently, with the share price showing a 7.8% decline over the past day and weaker returns over the past week, month, and past 3 months. See our latest analysis for Affirm Holdings. At a share price of US$47.13, Affirm’s recent 1 month share price return of 34.02% and year to date share price return of 36.34% signal fading momentum, even though the 3 year total shareholder...
NYSE:IONQ
NYSE:IONQTech

IonQ (IONQ) Valuation Check After Sharp Share Price Declines And Strong Three Year Returns

IonQ (IONQ) has drawn investor attention after recent trading, with the stock down about 35% over the month and the past 3 months, even as trailing 3 year returns remain very large. See our latest analysis for IonQ. The recent 1 day share price return of a 3.51% decline, on top of a 7 day share price return of a 9.76% decline and a year to date share price return of a 34.19% decline, contrasts with a 3 year total shareholder return above 7x. This suggests that momentum has faded while longer...
NasdaqGS:ADUS
NasdaqGS:ADUSHealthcare

Should Addus HomeCare’s Margin Gains and Earnings Beat Require Action From Addus HomeCare (ADUS) Investors?

Addus HomeCare Corporation has reported its fourth-quarter and full-year 2025 results, with full-year net income rising to US$95.91 million and diluted earnings per share from continuing operations reaching US$5.22. The company’s quarter featured higher-than-expected adjusted earnings of US$1.77 per share and improved operating margins, pointing to increased efficiency in its home-care operations. We’ll now examine how this margin expansion and earnings outperformance might influence Addus...
NasdaqGS:SBRA
NasdaqGS:SBRAHealth Care REITs

A Look At Sabra Health Care REIT (SBRA) Valuation After 2025 Results And 2026 Earnings Guidance

Earnings and guidance put Sabra Health Care REIT in focus Sabra Health Care REIT (SBRA) moved into the spotlight after reporting its fourth quarter and full year 2025 results, alongside issuing 2026 earnings guidance that outlines expected net income per diluted share. See our latest analysis for Sabra Health Care REIT. At a share price of $20.43, Sabra’s recent 1 month share price return of 8.55% and 1 year total shareholder return of 37.23% indicate that momentum has been building around...
NasdaqCM:BTDR
NasdaqCM:BTDRSoftware

Bitdeer Technologies Group (BTDR) Is Down 15.4% After Exiting Bitcoin Treasury To Fund AI Expansion - Has The Bull Case Changed?

Earlier in February 2026, Bitdeer Technologies Group announced an upsized US$325 million private placement of 5.00% convertible senior notes due 2032 and a registered direct offering of 5,503,030 Class A shares, alongside fully liquidating its remaining 943 Bitcoin, around US$62 million, to fund datacenter expansion, AI/HPC infrastructure and repurchases of 2029 notes. This marks a clear shift away from relying on a corporate Bitcoin treasury toward funding growth through capital markets and...
NYSE:CTRE
NYSE:CTREHealth Care REITs

A Look At CareTrust REIT (CTRE) Valuation As It Launches US$1b Equity Offering After Earnings Upgrade

CareTrust REIT (CTRE) has drawn fresh attention after filing a US$1b at-the-market follow-on equity offering and a broad shelf registration, closely following its latest earnings and updated 2026 profit guidance. See our latest analysis for CareTrust REIT. The at the market offering comes after a strong run, with a 30 day share price return of 9.9% and a year to date share price gain of 11.54%. The 1 year total shareholder return of 68.61% and 3 year total shareholder return of 134.68%...
NasdaqGS:LULU
NasdaqGS:LULULuxury

Is It Time To Reassess Lululemon Athletica (LULU) After Its Steep One Year Share Price Fall

If you have been watching lululemon athletica and wondering whether the current share price offers good value, this breakdown will help you frame the numbers in a clear way. The stock last closed at US$178.11, with returns of 1.0% over 7 days, a 6.8% decline over 30 days, a 15.5% decline year to date, and a 51.6% decline over 1 year. The 3 year and 5 year returns sit at 42.6% and 43.4% declines respectively. Recent coverage around lululemon athletica has focused on how the brand is...
NasdaqGS:KHC
NasdaqGS:KHCFood

Is Kraft Heinz (KHC) A Potential Opportunity After Years Of Share Price Weakness

If you are wondering whether Kraft Heinz is a bargain or a value trap at around US$24.54, this article walks through what the numbers are actually saying about the stock. The share price has been mixed recently, with a 1% decline over the last 7 days, a 5.8% gain over 30 days, and returns of 0.6% year to date, but 17.1% and 28.1% declines over the past 1 and 3 years, and a 16.5% decline over 5 years. These moves sit against a backdrop where Kraft Heinz continues to operate in the packaged...
NYSE:CLH
NYSE:CLHCommercial Services

Clean Harbors (CLH) Valuation Check As Beats, 2026 Guidance And Buybacks Reinforce Growth Story

Clean Harbors (CLH) is back in focus after reporting fourth quarter and full year 2025 results that topped revenue and adjusted EBITDA expectations, along with 2026 guidance and a larger share repurchase authorization. See our latest analysis for Clean Harbors. That backdrop of strong Q4 results, higher 2026 guidance, an expanded buyback authorization and the planned Depot Connect acquisition has coincided with a 25.44% 3 month share price return and a 32.68% 1 year total shareholder return...
NYSE:HPE
NYSE:HPETech

Hewlett Packard Enterprise Balances Stadium AI Win With Governance Scrutiny

Hewlett Packard Enterprise (NYSE:HPE) is supplying AI-driven networking solutions for Atletico de Madrid's Riyadh Air Metropolitano Stadium digital transformation. The project focuses on high-capacity connectivity, data analytics and energy efficiency across the newly developed European sports venue. Separately, HPE is facing shareholder activism around transparency of its charitable contributions ahead of its 2026 annual meeting. Investors are watching how the board responds to requests for...
NYSE:TOL
NYSE:TOLConsumer Durables

Assessing Toll Brothers (TOL) Valuation After Strong Q1 Results And Confident Luxury Housing Outlook

Toll Brothers (TOL) is back in focus after first quarter 2026 results showed revenue of US$2,145.63 million and net income of US$210.93 million, alongside reaffirmed guidance and continued share repurchases. See our latest analysis for Toll Brothers. The latest 1-day share price return of a 2.2% decline and 7-day share price return of a 4.62% pullback come after a strong run, with a 30-day share price return of 9.33% and a 1-year total shareholder return of 44.55%, which indicates that...
NYSE:FG
NYSE:FGInsurance

Is F&G Annuities & Life (FG) Now A Potential Opportunity After Steep Share Price Slide

If you are wondering whether F&G Annuities & Life is quietly turning into a value opportunity or just looks cheap on the surface, it helps to step back from the headlines and focus on what the numbers actually say. The share price closed at US$23.32, with returns of an 18% decline over 7 days, a 16.4% decline over 30 days, a 22.4% decline year to date and a 41.5% decline over the past year, while the 3 year return sits at 20.4%. Recent news coverage has largely centered on the company as an...
NasdaqGS:CHTR
NasdaqGS:CHTRMedia

Is Charter Communications (CHTR) Pricing Misaligned After Sharp Multi Year Share Price Declines

If you are wondering whether Charter Communications' current share price reflects its true worth, you are not alone. This article focuses squarely on what the recent numbers might be telling you about value. The stock last closed at US$227.52, with a 30 day return of 18.7% and a 7 day return of 4.8% decline, set against a 1 year return of 37.8% decline, a 3 year return of 39.3% decline and a 5 year return of 63.3% decline. Recent price moves come against a backdrop of ongoing attention on...
NYSE:RLI
NYSE:RLIInsurance

Is RLI (RLI) Fairly Priced After Recent Share Price Volatility?

If you are wondering whether RLI is attractively priced or looking stretched, this article will walk you through what the current numbers say about its valuation. RLI shares last closed at US$60.03. The stock has returned 5.4% over 30 days, declined 2.6% over 7 days, declined 3.9% year to date, declined 16.5% over 1 year and gained 35.9% over 5 years. These moves may have shifted how some investors view its risk and return profile. Recent coverage around RLI has focused on its position in...
NYSE:TGT
NYSE:TGTConsumer Retailing

Target’s Store-Centric Revamp and Layoffs Might Change The Case For Investing In Target (TGT)

In February 2026, Target announced a major leadership reshuffle under new CEO Michael Fiddelke, confirmed its 2025 earnings guidance, and began cutting around 500 corporate, regional and supply-chain roles to redirect investment toward better-staffed stores and an improved in-person shopping experience. At the same time, brand partner Edna’s Non-Alcoholic Cocktail Co. expanded its presence to 1,000 Target locations with premium endcap placement, highlighting how curated assortments and...
NYSE:LZB
NYSE:LZBConsumer Durables

Is La-Z-Boy’s (LZB) Tariff Test and Soft Earnings Signaling a Strategic Turning Point?

In February 2026, La-Z-Boy reported third-quarter and nine‑month results showing modest year‑over‑year sales growth to US$541.59 million and US$1.56 billion respectively, but lower net income and earnings per share, while also declaring a US$0.242 quarterly dividend and issuing fourth‑quarter sales guidance of US$560 million to US$580 million. These updates, released just as a new 15% global tariff reignited trade uncertainty, highlight how La-Z-Boy’s vertically integrated model and ongoing...
NasdaqGS:SRPT
NasdaqGS:SRPTBiotechs

What Sarepta Therapeutics (SRPT)'s Elevidys Patent Setback Means For Shareholders

In recent days, a US federal appeals court reversed an earlier ruling that had favored Sarepta Therapeutics in its patent dispute with Regenxbio over AAV gene delivery technology used in Duchenne muscular dystrophy treatment Elevidys, sending the case back for further proceedings. This legal shift raises fresh questions around Sarepta’s access to critical gene therapy technology, adding another layer of uncertainty to its rare disease portfolio. Next, we’ll examine how this setback in...
NYSE:GSL
NYSE:GSLShipping

A Look At Global Ship Lease (GSL) Valuation After Powerful Recent Share Price Gains

Without a clear single headline event, Global Ship Lease (GSL) is drawing attention as investors look at its container ship chartering business, its recent share performance, and how its fundamentals line up with current market expectations. See our latest analysis for Global Ship Lease. At a share price of US$39.48, Global Ship Lease has had a firm run, with a 30 day share price return of 9.39% and a 1 year total shareholder return of 90.80%. This points to strong recent momentum and a...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

Assessing IREN Limited (NasdaqGS:IREN) Valuation After Funding Concerns And New AI Chip Tariffs

Why IREN stock moved after funding and tariff concerns IREN (NasdaqGS:IREN) shares recently pulled back after investors reacted to funding worries around large data center projects and fresh U.S. tariffs on advanced AI chips, both of which weighed on sentiment toward AI infrastructure names. See our latest analysis for IREN. Despite short term pressure from funding worries and tariffs, the 1 day share price return of 5.95% and year to date share price return close to flat sit alongside a very...
NYSE:IVT
NYSE:IVTRetail REITs

Assessing InvenTrust Properties (IVT) Valuation After Earnings, 2026 Guidance And Dividend Increase

Q4 earnings, 2026 guidance and higher dividend put InvenTrust in focus InvenTrust Properties (IVT) has come into focus after releasing fourth quarter and full year 2025 results, issuing 2026 net income guidance, and approving a 5% increase to its annual dividend. See our latest analysis for InvenTrust Properties. The recent earnings release, new 2026 net income guidance and 5% dividend increase appear to have supported momentum, with a 30 day share price return of 6.7% and a 5 year total...
NasdaqGS:LITE
NasdaqGS:LITECommunications

Lumentum’s AI Data Center Strength Confronts Convertible Note Concerns

Lumentum Holdings reported strong Q2 results, with especially robust demand for its AI related data center products. A recent company filing flagged going concern risks tied to its convertible notes, raising fresh questions about the balance sheet. The mix of strong AI exposure and disclosed financing risk presents a complex setup for investors in NasdaqGS:LITE to assess. Lumentum Holdings, trading as NasdaqGS:LITE, sits at a share price of $674.73 after a sharp move higher in recent...
NYSE:HUM
NYSE:HUMHealthcare

How Investors May Respond To Humana (HUM) Weaker EPS And Affirmed Dividend In 2026 Outlook

Humana Inc. reported its fourth-quarter and full-year 2025 results, with revenue rising to US$32,515 million for the quarter and US$129.66 billion for the year, while quarterly net loss and full-year earnings per share both weakened compared with 2024. Despite the softer earnings profile and guidance for at least US$8.89 in GAAP EPS for 2026, Humana’s Board still affirmed a US$0.885 per-share cash dividend payable on April 24, 2026 to shareholders of record on March 27, 2026, underscoring an...
NasdaqGS:FTNT
NasdaqGS:FTNTSoftware

Fortinet Partner Expansion Adds New Angle To Valuation And Growth Story

Liquid Networx has become North America’s first Fortinet Engage Preferred Services Partner. The partnership expansion focuses on delivering dedicated, certified Fortinet engineers to enterprise customers. Clients gain support for Fortinet’s SASE, Zero Trust, and Security Fabric solutions through the new services model. For investors watching Fortinet, NasdaqGS:FTNT, this partnership adds another data point to the company’s channel driven approach. The stock closed at $75.6, with a 3 year...
NYSE:AEO
NYSE:AEOSpecialty Retail

Is It Time To Revisit American Eagle Outfitters (AEO) After The Recent Share Price Pullback?

If you are wondering whether American Eagle Outfitters at around US$23.65 is still good value after a strong run, this article will walk through what the numbers are really saying about the stock today. The share price is down 7.2% over the past week and 2.0% over the past month, yet it still shows a 10.3% decline year to date against a 76.6% return over the last year and 77.2% over three years. This can leave investors questioning whether recent weakness changes the longer term...