U.S. Tech Hardware Stock News

Beam Therapeutics entered a long term, non dilutive financing agreement with Sixth Street to support the potential launch of its sickle cell gene therapy. The deal provides access to up to $500 million in capital tied to Beam’s commercial plans for this program. The agreement focuses on funding potential product launch and commercialization activities rather than issuing new equity. For investors watching NasdaqGS:BEAM, this financing move comes with the stock trading around $28.33 and a...

Leonardo DRS, Inc. has reported past fourth-quarter 2025 sales of US$1,060 million and net income of US$102 million, raised full-year 2025 results versus 2024, declared a US$0.09 per-share cash dividend, and issued 2026 sales guidance of US$3,850 million to US$3,950 million while also securing access to a very large US$151 billion SHIELD IDIQ contract ceiling. An interesting angle for investors is how the combination of higher earnings per share, a new cash dividend, and eligibility to...

Freeport-McMoRan: recent performance puts copper miner in focus Freeport-McMoRan (FCX) is drawing investor attention after recent share price moves, with the stock up 1.9% over the past day, 4.3% in the past week, and 8.5% over the past month. See our latest analysis for Freeport-McMoRan. Those recent gains build on a stronger trend, with a 90 day share price return of 59.61% and a 1 year total shareholder return of 79.09%, suggesting momentum has been building over both shorter and longer...

In recent weeks, Intuitive Surgical has drawn attention as analysts highlighted its continued leadership in robotic-assisted surgery, supported by the entrenched da Vinci platform, expanding Ion diagnostic offering, and ongoing innovation in AI-driven tools. The news underscores how Intuitive’s wide clinical moat and growing mix of recurring instrument, accessory, and digital revenues may help counter rising competition, tariffs, and regulatory challenges. Next, we’ll examine how this...

Macy’s recently saw a surge in bearish options activity and rising caution tied to insider selling and an upcoming earnings report expected on March 5, adding pressure to sentiment around the retailer’s outlook. This comes as Macy’s continues to refresh its assortment and elevate its brand portfolio, including adding more luxury labels under its current leadership team. Next, we’ll examine how this spike in bearish options positioning ahead of earnings could influence Macy’s longer-term...

Earlier in February 2026, Check Point Software Technologies reported fourth-quarter 2025 results showing higher revenue of US$744.9 million and increased net income of US$304.5 million, while also issuing 2026 guidance that includes expected revenue of US$2.83 billion to US$2.95 billion and lower GAAP EPS figures. The company is pairing these financial updates with an intensified focus on AI-driven cybersecurity, including the Cyata acquisition and participation in the upcoming “March...

If you are wondering whether monday.com is starting to look attractive after a rough stretch, this article will walk through what its current share price might be implying about underlying value. The stock last closed at US$70.13, and has seen a 3.1% decline over 7 days, a 45.8% decline over 30 days, and a 51.1% decline year to date, with a 76.5% decline over the past year and a 55.5% decline over three years. These sharp moves have kept monday.com on many investors' watchlists, as large...

Snowflake (SNOW) heads into its fourth quarter fiscal 2026 earnings this week with attention firmly on its AI push, including the fresh expansion of its Cortex Code CLI developer product. See our latest analysis for Snowflake. Despite Snowflake’s AI partnerships with OpenAI and Wolfspeed and product updates like Cortex Code CLI, recent momentum has cooled, with a 30 day share price return of a 24.84% decline and a 1 year total shareholder return of a 7.79% decline, while the 3 year total...

Intuitive Machines (LUNR) is back in focus after B. Riley reiterated its positive stance on the stock. Rising geopolitical tensions and the completed Lanteris Space Systems acquisition are shaping near term investor attention. See our latest analysis for Intuitive Machines. Recent trading has been choppy, with a 12.46% 7 day share price return and a 93.18% 90 day share price return offset by a 9.44% 30 day share price decline. The 1 year total shareholder return of 6.89% and 3 year total...

ON Semiconductor (ON) has caught investor attention after management pointed to an inflection in its business, with sequential momentum in automotive, industrial, and AI data centers supported by silicon carbide and gallium nitride products. See our latest analysis for ON Semiconductor. ON Semiconductor’s share price has climbed 12.08% over the past month and 43.80% over the last 90 days, while the 1 year total shareholder return of 30.09% and 5 year total shareholder return of 64.35% point...

Tractor Supply (TSCO) is back in focus after issuing guidance that points to softer sales and profit expectations for 2026, as management cited weaker demand and economic uncertainty weighing on customer spending. See our latest analysis for Tractor Supply. Recent moves in Tractor Supply’s share price reflect this mix of softer guidance and ongoing dividend growth. The stock has delivered a 1-day share price return of 1.76% and a year-to-date share price return of 6.02%, alongside a 1-year...

Context for Sprinklr’s recent share performance Sprinklr (CXM) has seen its share price under pressure, with returns of about a 7% decline over the past week, a 23% decline over the past month, and a 28% decline over the past 3 months. See our latest analysis for Sprinklr. The recent selloff has been broad based for Sprinklr, with a 1-year total shareholder return of about 40% decline and a 3-year total shareholder return of roughly 53% decline, pointing to fading momentum despite its AI...

SentinelOne was named a leader and top innovator in Software Analyst Cyber Research's first Unified Agentic Defense Platforms Majestic Technoscope report. The evaluation highlights SentinelOne's position in AI driven cybersecurity through its Singularity platform and Purple AI tools. The recognition puts fresh attention on NYSE:S at a time when AI focused security offerings are in the spotlight. For investors watching NYSE:S, this recognition arrives after a challenging stretch for the...

Valaris is moving forward with a business combination with Transocean that would reshape its offshore drilling footprint. Under the business combination agreement, Valaris has disclosed new operational constraints affecting certain corporate actions. The combination and the linked limitations are material for shareholders as they influence Valaris’s flexibility versus peers. Valaris (NYSE:VAL), recently trading at $93.5, sits in the spotlight as it works through this planned tie up with...

If you are wondering whether Zoom Communications is still offering value after its big pandemic moment, you are not alone in asking what a fair price looks like for the stock today. At a last close of US$86.06, the share price reflects a 7.1% decline over the past week, a 0.3% return over the last 30 days, 3.3% year to date, 6.1% over 1 year, 16.7% over 3 years and a 79.0% decline over 5 years. Recent news around Zoom Communications has continued to focus on how the company fits into the...

Earlier this month, Realty Income Corporation declared its 668th consecutive monthly dividend of US$0.2700 per share (US$3.2400 annualized), payable on March 13, 2026 to shareholders of record on February 27, 2026. This ongoing dividend streak, alongside moves such as expanding into Europe and Mexico and building an institutional asset management platform, underlines management’s emphasis on durable, diversified income streams. With Realty Income extending its dividend streak and expanding...

Recent figures around ArcBest (ARCB) are drawing attention, with sluggish unit growth, softer return on invested capital, and a modest 2.8% EPS compound growth rate over five years raising fresh questions about its earnings quality. See our latest analysis for ArcBest. ArcBest’s recent 5.8% one day share price decline and 5.2% seven day pullback come after a strong 90 day share price return of 54.1% and a five year total shareholder return of 61.8%. This may hint that momentum is cooling...

LKQ is overhauling its business, including selling its self service segment and reviewing a range of potential business alternatives. The company has also approved a restructuring plan aimed at improving operational efficiency. These moves come as LKQ faces macroeconomic and tariff pressures alongside softer demand conditions. LKQ, traded as NasdaqGS:LKQ, is making these changes with its shares around $33.29. The stock is up 10.9% year to date, but has seen a 16.5% decline over the past...

If you have been wondering whether S&P Global’s share price still reflects its long term potential or if value has started to emerge, this breakdown is designed to help you frame that question clearly. The stock last closed at US$404.78, after a 1.2% decline over the past week and deeper pullbacks of 24.1% over 30 days and 21.0% year to date, despite a 23.5% return over 1 year and 21.2% and 24.7% over 3 and 5 years. Recent coverage of S&P Global has focused on its role as a key provider of...

Village Farms International, Inc. recently amended its Canadian cannabis credit facility, increasing loan commitments by C$15 million and extending maturities to February 2029, with an initial C$5 million drawn at variable rates currently below 6.0%. This move adds low-cost, delayed-draw debt capacity that can support cannabis expansion and acquisitions while keeping existing facility terms intact. Next, we will examine how this expanded, longer-dated cannabis credit facility may influence...

If you are trying to figure out whether Rubrik's current share price reflects its true worth, you are in the right place because this article focuses squarely on what the numbers say about value. Rubrik last closed at US$47.26, with returns of 13.4% decline over 7 days, 28.0% decline over 30 days, and 37.4% decline year to date, alongside a 30.2% decline over the past year. This performance may have shifted how the market views its potential and risk. This article was triggered to add...

MaxLinear (MXL) is back on investor radar after the company expanded its board to eight directors and appointed Western Digital executive Kris Sennesael as a Class I director and audit committee member. See our latest analysis for MaxLinear. The recent board appointment comes as MaxLinear’s share price sits at US$17.94, with a 16.04% 90 day share price return but a 5 year total shareholder return of a 56.35% decline. This suggests that short term momentum contrasts with a weaker longer term...

If you are wondering whether Boston Scientific is fairly priced or offering value at current levels, this article will walk through what the numbers are actually saying about the stock. The share price closed at US$74.37 recently, with returns of a 0.5% decline over 7 days, a 19.6% decline over 30 days, a 21.5% decline year to date, but gains of 58.8% over 3 years and 91.2% over 5 years. Recent headlines around Boston Scientific have focused on its position as a major medical device player...

Amentum Holdings (NYSE:AMTM) has been awarded a contract by the UK Ministry of Defence to support the development of hypersonic strike capabilities under the AUKUS framework. The company will provide engineering expertise for advanced weapon systems as part of the UK hypersonic program. Amentum is relocating its global headquarters to a new LEED-Gold certified facility in Reston, Virginia, with a focus on employee experience and cost efficiency. Amentum Holdings, a government and defense...