U.S. Tech Hardware Stock News

Dream Finders Homes (DFH) just wrapped up FY 2025 with Q4 revenue of US$1.2b and basic EPS of US$0.63 on net income of US$58.7m. The trailing twelve months show revenue of US$4.3b and EPS of US$2.33 on net income of US$217.2m. Over recent quarters, the company has seen revenue range from US$969.8m to US$1.2b, with quarterly EPS moving between US$0.47 and US$0.63. This puts the latest print in the context of a fairly active year for both top and bottom line. For investors, the key question now...

Wondering if Tapestry is still good value after its recent run, or if the price has moved ahead of the story? This article will walk you through what the current share price might be implying. The stock closed at US$152.97, with a 7 day return of a 0.5% decline, a 30 day return of 17.6%, an 18.5% return year to date, an 84.2% return over 1 year, and a 284.1% return over 3 years, while the 5 year return stands at 317.3%. Recent attention on Tapestry has centered on its role in the consumer...

On 17 February 2026, Fortrea Holdings expanded its executive team by dedicating Oren Cohen, MD solely to the chief medical officer role and appointing Scott Dove, PhD as president of Clinical Pharmacology Services, with both serving on the Executive Committee. This leadership reshaping concentrates seasoned medical and early development expertise at the top of the organization, potentially affecting how Fortrea runs trials and manages its clinical pharmacology operations. Next, we’ll examine...

In February 2026, Teradyne participated in the Chiplet Summit at the Santa Clara Convention Center, where Nitza Basoco and Jeorge Hurtarte presented on the company’s chiplet and AI-focused test technologies. These presentations, alongside Teradyne’s expansion in AI-oriented Semiconductor Test solutions through acquisitions and joint ventures, underscore how central AI data center and silicon photonics testing have become to its business profile. We’ll now examine how Teradyne’s push into...

Revvity (RVTY) drew investor attention after recent trading left the stock down about 18% over the past month and 8% over the past 3 months, prompting closer scrutiny of its fundamentals. See our latest analysis for Revvity. That recent 30 day share price return of a 16.8% decline, alongside a 15.2% decline in the 1 year total shareholder return and a 24.3% decline over 5 years, suggests sentiment has been fading despite the latest close at $97.12. If Revvity's recent swings have you...

Wondering if Jack Henry & Associates at around US$155.68 is offering fair value or an opportunity is common, and many investors are asking whether the current price really reflects what the business is worth. The stock has seen a 0.6% decline over the past week, a 15.9% decline over the past month and is down 12.7% year to date, with a 1 year return of 8.6%, a 3 year return of 2.3% and a 5 year return of 8.9%. Recent news coverage has largely focused on Jack Henry & Associates as an...

Earlier in February 2026, Bright Horizons Family Solutions reported fourth-quarter 2025 results showing sales of US$733.7 million and full-year 2025 revenue of US$2.93 billion, alongside earnings per share from continuing operations of US$3.36 on a diluted basis. The company also issued fiscal 2026 revenue guidance of US$3.08–US$3.13 billion and highlighted continued strength in its back-up care segment and improving profitability in its U.K. operations, underscoring management’s focus on...

Saia (NasdaqGS:SAIA) is facing ongoing sales volume challenges over the last two years and has leaned on price increases to support revenue. At the same time, the company has stepped up investment activity, which has pressured cash flows. Returns on capital have declined, raising questions about whether Saia’s traditional profit drivers are maturing. Saia operates in the less than truckload freight sector, where pricing power and network efficiency matter as much as demand trends. For you...

Generac Holdings (GNRC) has caught investor attention after a strong recent share price run, with gains over the past month and the past 3 months, putting fresh focus on its fundamentals and valuation. See our latest analysis for Generac Holdings. At a latest share price of $227.45, Generac’s strong 30 day share price return of 31.47% and 90 day share price return of 53.10% contrast with a weaker 5 year total shareholder return of a 34.31% decline, suggesting momentum has recently picked up...

In February 2026, Quanta Services reported record fourth-quarter and full-year 2025 results, with full-year sales of US$28.48 billion and net income of US$1.03 billion, and issued 2026 guidance calling for revenues between US$33.25 billion and US$33.75 billion and net income between US$1.27 billion and US$1.38 billion. The company also highlighted a record US$44 billion backlog, eight acquisitions in 2025, and plans to invest US$500 million to US$700 million in transformer manufacturing,...

CME Group has recently announced plans to begin 24/7 trading of its cryptocurrency futures and options on CME Globex from May 29, 2026, pending regulatory approval, alongside several new product launches across single-stock, rare earths, digital asset, and agricultural derivatives. The company also lifted its regular quarterly dividend to US$1.30 per share and is broadening its reach into South Asia edible oils and newer crypto assets, underscoring how product breadth and around-the-clock...

In recent weeks, Meta Platforms has expanded its AI footprint through a multiyear Nvidia infrastructure partnership, a more than US$10.00 billion, 1‑gigawatt Indiana data center project, and the declaration of a US$0.525 quarterly dividend payable in March 2026. At the same time, Meta is tightening internal costs, reviving AI-driven wearables, and attracting high-profile hedge fund backing, underscoring a broad pivot from metaverse spending toward large-scale, monetizable AI capabilities...

Cisco and SharonAI Holdings have launched Australia’s first Cisco Secure AI Factory with NVIDIA, powered by 1,024 NVIDIA Blackwell Ultra GPUs and Cisco’s networking and security stack to deliver sovereign, high‑performance AI infrastructure with all data and processing kept onshore. This “AI factory” model, alongside NVIDIA’s expanding data center deployments in India and other regions, highlights how sovereign and hyperscale AI buildouts are embedding NVIDIA hardware and software at the...

Pegasystems Inc. has reported past fourth-quarter 2025 revenue of US$504.32 million and full-year revenue of US$1.75 billion, alongside materially higher profitability, and it has completed a long-running share repurchase program totaling 26,643,656 shares for US$863.54 million. At the same time, Pegasystems issued 2026 guidance calling for US$2.0 billion in GAAP revenue and GAAP diluted earnings per share of US$1.87, while its stock moved in the opposite direction amid wider software-sector...

Datadog (NasdaqGS:DDOG) used its recent Investor Day to outline new steps in autonomous observability and AI centric capabilities across its platform. The company spotlighted agentic and AI native use cases, along with fresh disclosures on Security customer adoption and AI usage metrics. Management framed these updates as part of an ongoing shift toward AI driven observability and security services for cloud workloads. Datadog runs a cloud based observability and security platform that...

Palo Alto Networks (NasdaqGS:PANW) is acquiring Chronosphere, CyberArk, and Koi to expand its AI driven cybersecurity platform. The company is rolling out Unit 42 Managed XSIAM 2.0, an updated managed security operations center offering. New integrations, including with Aeris for IoT security, aim to address emerging risks such as AI driven cyberattacks. Palo Alto Networks sits at the center of enterprise security, with a platform that spans network, cloud, identity, and endpoint...

Tennant (TNC) is back on investors’ radar after recent share price moves, with the stock closing at US$82.30 and posting mixed returns over the past year and past 3 months. See our latest analysis for Tennant. Those moves come after a choppy year, with a 30 day share price return of 5.97% and a 90 day share price return of 11.73%. The 1 year total shareholder return sits at a 4.30% loss, which suggests momentum has picked up recently, while longer term holders have seen more modest...

YETI Holdings (NYSE:YETI) has appointed Scott Bomar as its new Chief Financial Officer. Bomar succeeds longtime CFO Mike McMullen, who will transition to an advisory role. The leadership change reflects an important shift in YETI’s finance function and executive team. YETI Holdings, trading at $45.21, has seen a 21.9% return over the past year, while its 5 year return stands at a 36.5% decline. In the shorter term, the stock shows a 5.8% decline over the past week and a 4.7% decline over...

In recent months, Toro has delivered a series of positive earnings surprises, and analysts have responded by revising their earnings estimates higher, contributing to growing investor confidence in the business. This pattern of consistently outperforming expectations has also supported a favorable analyst ranking for Toro, highlighting how earnings execution can materially influence sentiment around the company’s outlook. Now we’ll explore how Toro’s sustained earnings outperformance and...

Earlier in February 2026, NETSTREIT Corp. completed a US$208.62 million follow-on equity offering of 10,980,000 common shares at US$19.00 each, soon after reporting higher quarterly and full-year revenues and declaring a quarterly dividend of US$0.22 per share. The combination of fresh equity capital, a modest dividend increase, and a swing from loss to profit provides new context for how NETSTREIT might fund future property acquisitions and support its income-focused REIT profile. We will...

In recent days, Duolingo has faced mixed analyst commentary and leadership changes ahead of its February 26, 2026 earnings release, alongside routine insider stock sales by senior executives under pre-arranged trading and tax-withholding plans. What stands out is the tension between concerns about slowing growth and the CFO transition, and continued analyst optimism around Duolingo’s artificial intelligence-driven product development and expected year-over-year earnings and revenue...

Texas Instruments stock overview after recent move Texas Instruments (TXN) shares recently traded around $219.86, drawing attention to how the chipmaker’s current valuation compares with its reported revenue of $17.68b and net income of $4.97b. See our latest analysis for Texas Instruments. Recent moves tell a mixed story, with a 30 day share price return of 13.73% and a 90 day gain of 35.91% pointing to building momentum. At the same time, the 1 year total shareholder return of 12.98% and 5...

Why COMPASS Pathways is back on investor radar COMPASS Pathways (NasdaqGS:CMPS) has attracted fresh attention after reporting highly statistically significant, clinically meaningful Phase 3 results for its COMP360 psilocybin therapy in treatment resistant depression, along with plans to seek a rolling FDA review. See our latest analysis for COMPASS Pathways. The latest COMP360 data and follow on offering come after a sharp 50.96% 90 day share price return and a 112.16% 1 year total...

Why Stryker’s new T2 Alpha Humerus Nailing System matters for shareholders Stryker (SYK) has rolled out its T2 Alpha Humerus Nailing System, a product aimed at simplifying complex humeral fracture procedures while integrating with the company’s existing nailing platform. For investors, this launch ties directly into Stryker’s broader trauma and orthopaedics portfolio. It raises questions about how a more unified system could influence hospital adoption, pricing power and long term procedure...