U.S. Tech Hardware Stock News

NYSE:CCL
NYSE:CCLHospitality

Can Carnival (CCL) Turn Geopolitical Travel Disruptions Into a Stronger Onboard Spending Strategy?

Carnival Corporation & PLC recently faced higher fuel costs and disrupted travel operations after conflict in the Middle East pushed up oil prices and led to widespread flight cancellations and itinerary changes, while its cruise brands also paused calls to Puerto Vallarta due to security concerns in the Jalisco region. At the same time, Carnival has been rolling out new guest initiatives such as a fleetwide interactive lottery and luxury promotions like Seabourn’s “Yours to Explore Event,”...
NasdaqGS:STX
NasdaqGS:STXTech

Seagate (STX) Is Down 10.3% After Hyperscalers Adopt 44TB Mozaic 4+ AI Storage Platform – Has The Bull Case Changed?

In early March 2026, Seagate Technology announced its next-generation Mozaic 4+ HAMR-based platform is now qualified and in volume production with two major hyperscale cloud providers, supporting hard drive capacities up to 44TB and targeting future scaling toward 10TB per disk and 100TB drives. By vertically integrating critical nanophotonic laser components and boosting capacity per rack and per watt, Mozaic 4+ is positioned as core infrastructure for AI-era data centers, aiming to cut...
NasdaqCM:LXRX
NasdaqCM:LXRXPharmaceuticals

Lexicon Pharmaceuticals (LXRX) Trailing Losses Narrow To US$50 Million Challenging Bearish Narratives

Lexicon Pharmaceuticals (LXRX) just closed out FY 2025 with fourth quarter revenue of US$5.5 million and a basic EPS loss of US$0.04, alongside a net income loss of US$15.5 million. Its trailing twelve month revenue sat at US$49.8 million and basic EPS at a loss of US$0.14. Over recent quarters the company has reported revenue ranging from US$1.3 million to US$28.9 million, with basic EPS moving between a loss of US$0.07 and a profit of US$0.01. This context frames how investors may weigh...
NYSE:AEO
NYSE:AEOSpecialty Retail

American Eagle Outfitters Q4 Margin Compression Challenges Bullish Earnings Narratives

American Eagle Outfitters FY 2026 Earnings: Margin Story Comes Into Focus American Eagle Outfitters (AEO) has wrapped up FY 2026 with Q4 revenue of US$1.8 billion, Basic EPS of US$0.52 and net income of US$87.9 million, while comparable sales were up 8% in the period. Over the last few quarters, the company has seen revenue move from US$1.1 billion in Q1 FY 2026 to US$1.4 billion in Q3 and then to US$1.8 billion in Q4. EPS has swung from a loss of US$0.36 in Q1 to positive readings of...
NYSE:SMRT
NYSE:SMRTElectronic

SmartRent (SMRT) Losses Narrow In Q4 2025 Challenging Bearish Profitability Narratives

SmartRent (SMRT) has wrapped up FY 2025 with fourth quarter revenue of US$36.5 million and a basic EPS loss of US$0.02, alongside trailing twelve month revenue of US$152.3 million and a basic EPS loss of US$0.32. Over recent quarters, the company has reported revenue of US$41.3 million with a basic EPS loss of US$0.21 in Q1 2025 and US$36.5 million with a basic EPS loss of US$0.02 in Q4 2025. During this period, trailing twelve month revenue has ranged between US$151.2 million and US$174.9...
NasdaqGS:RJET
NasdaqGS:RJETAirlines

Republic Airways Holdings (RJET) One Off US$47.1 Million Loss Tests Bullish Profitability Narrative

Republic Airways Holdings (RJET) has wrapped up FY 2025 with Q4 revenue of US$464.1 million and basic EPS of US$0.12, framing a year where trailing twelve month revenue reached US$1.68 billion and EPS came in at US$1.91 alongside earnings growth of 18% over the prior year. Over the past six quarters, the company has seen revenue move from US$377 million in Q3 2024 to US$384.8 million in Q4 2024 and then up to US$464.1 million in Q4 2025, with quarterly EPS ranging from US$0.56 to US$37.4 and...
NYSE:VOYG
NYSE:VOYGAerospace & Defense

Voyager Technologies Deepens Starlab Progress As Valuation Signals Opportunity

Voyager Technologies (NYSE:VOYG), through Starlab Space LLC, signed commercial space agreements with LambdaVision and United Semiconductors LLC. The company reported that Starlab reached a key design milestone that supports the move toward fabrication and assembly of its commercial space station. For investors watching commercial space infrastructure, Voyager Technologies sits at the intersection of real assets in orbit and industrial use cases. The LambdaVision and United Semiconductors...
NasdaqCM:NCSM
NasdaqCM:NCSMEnergy Services

NCS Multistage Holdings (NCSM) Q4 EPS Surge Tests Bearish Margin Narratives

NCS Multistage Holdings (NCSM) closed FY 2025 with Q4 revenue of US$50.6 million and basic EPS of US$5.76, alongside trailing 12 month revenue of US$183.6 million and basic EPS of US$9.17, providing a clear snapshot of both the latest quarter and the year long run rate. The company reported quarterly revenue of US$45.0 million in Q4 FY 2024 and US$50.6 million in Q4 FY 2025, while basic EPS moved from US$1.36 to US$5.76 over the same period, giving investors a focused view of how the top and...
NasdaqCM:VSTM
NasdaqCM:VSTMBiotechs

Verastem (VSTM) Q4 Revenue Debut Highlights Ongoing Losses And Tests Bullish Profitability Timeline

Verastem (VSTM) closed out FY 2025 with Q4 revenue of US$17.5 million and a basic EPS loss of US$0.39, while trailing twelve month figures show revenue of US$30.9 million and a basic EPS loss of US$3.02. Over recent periods the company has seen quarterly revenue move from US$0 in Q4 2024 to US$17.5 million in Q4 2025, with basic EPS per quarter ranging between a loss of US$0.39 and a loss of US$1.35 across FY 2025. This sets the scene for investors to weigh revenue traction against ongoing...
NasdaqGS:SGHT
NasdaqGS:SGHTMedical Equipment

Sight Sciences (SGHT) EPS Loss Narrows Again And Tests Bearish Profitability Narratives

Sight Sciences (SGHT) just posted its FY 2025 third quarter numbers with revenue of US$19.9 million and a basic EPS loss of US$0.16, while trailing 12 month revenue sits at US$76.1 million against a loss of US$0.89 per share. The company has seen quarterly revenue fluctuate between US$17.5 million and US$21.4 million over the past six quarters, with basic EPS losses ranging from US$0.16 to US$0.28. This keeps the focus firmly on how quickly margins might tighten up from here. See our full...
NYSE:DHT
NYSE:DHTOil and Gas

DHT Holdings Extends Charter Coverage As Bartnes Joins Board Oversight

DHT Holdings (NYSE:DHT) has secured two new one year time charter contracts with major global energy companies. The company has appointed experienced maritime executive Erik Bartnes to its Board of Directors. These developments affect DHT's revenue visibility, operational stability, and board level oversight. DHT Holdings, trading at $18.54, has reported large share price gains over multiple time frames, including 29.6% over the past month, 57.9% year to date, and 88.2% over the past year...
NYSE:GSL
NYSE:GSLShipping

Global Ship Lease (GSL) Margin Strength Reinforces Bullish Valuation Narratives

Global Ship Lease (GSL) just turned in another solid update, with Q3 2025 revenue at US$189.3 million and basic EPS of US$2.59, backed by trailing 12 month EPS of US$11.15 and net income of US$396.9 million. Over recent quarters, revenue has moved from US$173.5 million in Q2 2024 to US$181.4 million in Q4 2024, then US$187.8 million in Q1 2025 and US$189.3 million in Q3 2025. Over the same stretch, quarterly EPS has ranged between US$2.22 and US$3.40, giving investors a clear sense of...
NasdaqGS:BILI
NasdaqGS:BILIInteractive Media and Services

Bilibili (NasdaqGS:BILI) Profitability Rebound Tests Justification For 94.8x P/E Premium

Bilibili (NasdaqGS:BILI) has just reported its FY 2025 third quarter with revenue of CN¥7.7b and basic EPS of CN¥1.13, putting hard numbers around its latest operating performance. The company has seen quarterly revenue move from CN¥6.1b in FY 2024 Q2 to CN¥7.3b in FY 2025 Q2 and CN¥7.7b in FY 2025 Q3, while basic EPS shifted from a loss of CN¥1.46 per share in FY 2024 Q2 to CN¥0.52 in FY 2025 Q2 and CN¥1.13 in FY 2025 Q3. This sets up a story where profitability and margins are firmly in...
NasdaqGS:CLOV
NasdaqGS:CLOVHealthcare

Clover Health Tests Interoperability Leadership Against Volatile Share Performance

Clover Health Investments became the first payer live on a CMS Aligned Network and TEFCA, enabling real time data exchange across the U.S. The company partnered with Kno2 and Counterpart Health to connect clinical and claims data in a nationwide, interoperable framework. This development focuses on secure, patient directed access to health information at scale. Clover Health Investments (NasdaqGS:CLOV) is drawing attention with this interoperability move at a time when its share price is...
NasdaqGS:EEFT
NasdaqGS:EEFTDiversified Financial

Does Activist Push For Strategic Alternatives Change The Bull Case For Euronet Worldwide (EEFT)?

On March 4, 2026, activist shareholder Voss Capital, which holds about 4.2% of Euronet Worldwide, issued an open letter urging the board to immediately explore strategic alternatives after years of stock underperformance despite the company’s extensive global payment rails and money remittance infrastructure. The move spotlights a tension between Euronet’s established financial infrastructure and investors’ frustration with its market valuation, potentially putting board decisions and...
NYSE:CVNA
NYSE:CVNASpecialty Retail

Reassessing Carvana (CVNA) After A 77% Yearly Rally And Recent Pullback

If you are wondering whether Carvana's share price still makes sense after a big run in recent years, the key question now is how its current valuation lines up with the underlying business. The stock last closed at US$331.16, with a 6.4% decline over the past week and a 19.3% decline over the past month. This compares with a 77.2% return over the last year and a very large return over three years. Recent headlines around Carvana have focused on its position in the online used car space and...
NasdaqGS:PLPC
NasdaqGS:PLPCElectrical

Preformed Line Products (PLPC) Q3 EPS Drop To US$0.53 Tests Bullish Earnings Narratives

Preformed Line Products (PLPC) just posted its FY 2025 third quarter numbers, with revenue of US$178.1 million and EPS of US$0.53, while trailing twelve month EPS sits at US$7.58 on revenue of US$663.3 million as the latest marker of its recent earnings profile. The company has seen quarterly revenue range from US$138.7 million to US$178.1 million over the past six reported periods, with EPS moving between US$0.53 and US$2.58. This sets the backdrop for investors weighing how stable its...
NasdaqGS:DSGR
NasdaqGS:DSGRTrade Distributors

Distribution Solutions Group (DSGR) Q4 Loss Revives Concerns Over Thin Profitability Narratives

Distribution Solutions Group (DSGR) has wrapped up FY 2025 with Q4 revenue of US$481.6 million and a basic EPS loss of US$0.14, alongside trailing 12 month revenue of about US$2.0 billion and basic EPS of US$0.18. Over recent quarters the company has seen revenue move from US$478.0 million and EPS of US$0.07 in Q1 2025 to US$518.0 million and EPS of US$0.14 in Q3 2025, before the Q4 loss, creating a mixed picture for earnings quality. With the shares at US$21.90, investors are likely to focus...
NYSE:CNM
NYSE:CNMTrade Distributors

Is Core & Main (CNM) Pricing Reflecting Infrastructure Demand After Recent Share Price Pullback

If you are wondering whether Core & Main's current share price lines up with its underlying worth, you are not alone. This article is built to help you weigh what you are paying against what you are getting. After a 5% decline over the last 7 days, a 5.2% decline over the past month and a 1.9% decline year to date, Core & Main still shows a 9.8% return over the past year and a very large 3 year return of 128.8%. This naturally raises questions about how much optimism is already in the...
NYSE:MYE
NYSE:MYEPackaging

Myers Industries FY 2025 Margin Reset Reinforces Bullish Narratives On Earnings Power

Myers Industries FY 2025 earnings set against market narratives Myers Industries (MYE) just closed FY 2025 with fourth quarter revenue of US$204 million and basic EPS of US$0.30, supported by trailing twelve month revenue of US$825.7 million and EPS of US$0.93 that frame the full year picture. The company has seen quarterly revenue hold in a tight band between US$203.9 million and US$209.6 million over the last four reported quarters, while quarterly basic EPS ranged from US$0.18 to US$0.30...
NYSE:ARDT
NYSE:ARDTHealthcare

Ardent Health Services (ARDT) Margin Compression To 2.1% Challenges Bullish Earnings Growth Narratives

Ardent Health (ARDT) FY 2025 earnings snapshot Ardent Health (ARDT) has wrapped up FY 2025 with fourth quarter revenue of US$1.6 billion and basic EPS of US$0.32, backed by net income of US$45 million, setting the tone for how investors read the latest move in profitability. Over recent quarters the company has seen revenue range from US$1.5 billion in Q1 2025 to US$1.6 billion in Q4 2025, while basic EPS has swung from a loss of US$0.17 in Q3 2025 to a high of US$0.52 in Q2 2025, giving a...
NasdaqGS:OLPX
NasdaqGS:OLPXPersonal Products

Olaplex (OLPX) Returns To Quarterly Profit As Turnaround Narratives Face New Test

Olaplex Holdings (OLPX) has just posted its FY 2025 third quarter numbers, with revenue at US$114.6 million and basic EPS of US$0.02, alongside net income of US$11.1 million, as investors weigh these figures against a trailing twelve month loss of US$5.0 million and TTM basic EPS of roughly US$0.01. The company has seen revenue move from US$103.9 million in Q2 2024 to US$119.1 million in Q3 2024, then to US$114.6 million in Q3 2025. Over the same period, quarterly basic EPS has swung between...
NasdaqGM:ADMA
NasdaqGM:ADMABiotechs

ADMA Biologics Buyback Plan Tests Earnings Story And Valuation Gap

ADMA Biologics (NasdaqGM:ADMA) has launched a $200 million capital return program anchored by a $125 million accelerated share repurchase. The company plans to return capital through this large-scale buyback initiative, which signals management’s view that the shares are undervalued. The program adds a new element to the ADMA story that has not been widely discussed in recent coverage. At a share price of $16.54, ADMA Biologics enters this program after a very large 3 year gain and a 5 year...
NasdaqGS:ATNI
NasdaqGS:ATNITelecom

ATN International (ATNI) Posts Q4 Losses That Challenge Bullish Profitability Narratives

ATN International FY 2025 Earnings Snapshot ATN International (ATNI) has wrapped up FY 2025 with fourth quarter revenue of US$184.2 million and basic EPS of US$0.22 loss per share, alongside net income excluding extra items of US$3.3 million loss. Over recent periods, the company has seen quarterly revenue move between US$178.5 million and US$184.2 million, while basic EPS has ranged from US$0.56 loss to US$0.18, underscoring a pattern of mixed profitability. For investors, the latest print...