U.S. Tech Hardware Stock News

NasdaqGS:BCRX
NasdaqGS:BCRXBiotechs

BioCryst Pharmaceuticals (BCRX) Is Up 9.0% After Navenibart ALPHA-SOLAR Data And Astria Deal News – Has The Bull Case Changed?

BioCryst Pharmaceuticals recently acquired Astria Therapeutics for about US$700.00 million and announced that it has presented nine hereditary angioedema abstracts, including new data on ORLADEYO and long-acting antibody navenibart, at the 2026 AAAAI Annual Meeting. Beyond expanding its hereditary angioedema portfolio, the company’s positive interim ALPHA-SOLAR trial results for navenibart highlight a potential shift toward less frequent, long-acting preventive treatment options. We’ll now...
NYSE:MAIN
NYSE:MAINCapital Markets

Main Street Capital Extends Portfolio Support While Shares Track Fair Value

Main Street Capital (NYSE:MAIN) has made a follow on investment in DMS Holdco LLC to support its acquisition of Johnson & Quin, Inc. The company has also expanded its revolving credit facility, increasing available financing for current and future investments. These moves tie directly to Main Street Capital's approach of backing portfolio company growth while maintaining flexible funding sources. With shares recently closing at $60.89, Main Street Capital has a long track record of returns,...
NYSE:TRGP
NYSE:TRGPOil and Gas

Why Targa Resources (TRGP) Is Up 6.2% After Record Q3 EBITDA And Higher 2025 Outlook

Targa Resources recently reported record Q3 2025 adjusted EBITDA, driven by strong Permian, NGL transportation and fractionation volumes, and raised its full-year 2025 earnings outlook toward the top end of prior guidance. This performance highlights how Targa’s integrated midstream footprint and growing throughput across key assets are translating into higher utilization and operating efficiency across its network. We’ll now examine how Targa’s record quarterly EBITDA and upgraded earnings...
NYSE:NIO
NYSE:NIOAuto

Assessing NIO (NIO) Valuation After Major Software Recall And Recent Share Price Weakness

NIO (NYSE:NIO) is under close watch after announcing a large recall of 246,229 vehicles in China due to software faults affecting the instrument cluster and central infotainment displays, raising fresh questions around safety and customer trust. See our latest analysis for NIO. The recall lands after a volatile stretch for NIO’s stock, with a nearly 40% share price decline from late 2025 to early 2026. This reflects shifting risk perceptions despite the company’s first adjusted operating...
NYSE:FNF
NYSE:FNFInsurance

Operational Resilience And Efficiency Gains Might Change The Case For Investing In Fidelity National Financial (FNF)

Recent commentary on Fidelity National Financial highlights that the U.S. title insurance leader has maintained resilient margins, improved efficiency and fixed-cost leverage, and is projected to grow revenue by 8% over the next 12 months, despite ongoing pressures in the broader real estate and insurance landscape. An interesting takeaway is that this operational progress, combined with market‑beating return on equity and a strong position in title and escrow services alongside F&G’s...
NYSE:AWR
NYSE:AWRWater Utilities

A Look At American States Water (AWR) Valuation As Dividend Streak And Growth Commitment Continue

American States Water (AWR) has drawn fresh attention after its board approved a quarterly dividend of $0.5040 per share, extending the company’s multidecade streak of uninterrupted and annually rising payments. See our latest analysis for American States Water. The dividend decision comes as American States Water’s share price has inched up in the very short term, with a 1 day share price return of 2.72% and a 7 day share price return of 1.48%. However, the 1 year total shareholder return of...
NYSE:EL
NYSE:ELPersonal Products

Estée Lauder Lawsuit Against Walmart Puts Brand Protection And Valuation In Focus

Estée Lauder Companies (NYSE:EL) has filed a federal lawsuit against Walmart, alleging the retailer sold counterfeit skincare and fragrance products online. The suit targets products tied to brands including Aveda, Clinique, La Mer, Le Labo, and Tom Ford. Estée Lauder is seeking an injunction and monetary damages in response to the alleged counterfeit sales. For investors watching NYSE:EL, this legal move comes with the stock at a share price of $106.42. The company’s recent performance has...
NasdaqGS:PGEN
NasdaqGS:PGENBiotechs

Assessing Precigen (PGEN) Valuation After PAPZIMEOS Standard Of Care Endorsement

Why the latest PAPZIMEOS endorsement matters for Precigen Precigen (PGEN) is back in focus after a new consensus paper from 16 physicians recommended its drug PAPZIMEOS as the standard of care for adults with recurrent respiratory papillomatosis, building on recent US and European regulatory milestones. See our latest analysis for Precigen. Precigen’s share price has moved to $4.74, with an 11.79% 7 day share price return and 13.67% 30 day share price return, while the 1 year total...
NYSE:FAF
NYSE:FAFInsurance

First American Financial (FAF) Margin Rebound Reinforces Bullish Narratives After FY 2025 Earnings

First American Financial (FAF) just wrapped up FY 2025 with Q4 revenue of US$2.0 billion and basic EPS of US$2.06, supported by trailing 12 month revenue of US$7.5 billion and EPS of US$6.02. Over recent quarters, the company has seen revenue move from US$1.6 billion and EPS of US$0.71 in Q1 2025 to US$2.0 billion and EPS of US$2.06 in Q4 2025, while trailing net profit margin sits at 8.3% compared with 2.1% a year earlier. This points to a period where profitability has become a much bigger...
NYSE:SLVM
NYSE:SLVMForestry

Sylvamo (SLVM) Margin Compression To 5.2% Tests Bullish Valuation Narratives

Sylvamo (SLVM) just posted its FY 2025 third quarter numbers, reporting revenue of US$846 million and basic EPS of US$1.43 alongside net income of US$57 million. The company’s quarterly revenue moved from US$970 million in Q4 2024 to US$821 million in Q1 2025, US$794 million in Q2, and then US$846 million in Q3. Over the same period, basic EPS went from US$1.98 to US$0.67, US$0.37, and then US$1.43. These shifts give investors more detail for evaluating how recent performance trends relate to...
NasdaqGS:NVCR
NasdaqGS:NVCRMedical Equipment

Is NovoCure (NVCR) Pricing Reflect Long Term Potential After Recent 24% Weekly Jump

If you are looking at NovoCure and wondering whether the current share price really reflects its potential, this article will walk through what the numbers are saying about value. The stock last closed at US$12.53, with a recent 7 day return of 23.6%, a 30 day return of a 9.0% decline, a year to date return of a 4.5% decline, and a 1 year return of a 44.3% decline, which gives a mixed picture of sentiment over different time frames. Recent news around NovoCure has focused on the ongoing...
NYSE:SHW
NYSE:SHWChemicals

A Look At Sherwin-Williams (SHW) Valuation After Extending Its $75 Million Credit Facility To 2030

Why Sherwin-Williams refreshed its $75 million credit lifeline Sherwin-Williams (SHW) recently extended the maturity of $75 million in borrowing commitments and letter of credit capacity to December 20, 2030. This move helps maintain funding visibility for operations and potential growth projects. See our latest analysis for Sherwin-Williams. At a share price of $372.60, Sherwin-Williams has had a firm run recently, with a 30 day share price return of 4.67% and a 90 day share price return of...
NYSE:ABT
NYSE:ABTMedical Equipment

Should FreeStyle Libre 3 Safety Lawsuit and Dividend Hike Require Action From Abbott (ABT) Investors?

In early February 2026, McCune Law Group filed a wrongful death lawsuit against Abbott Diabetes Care and Abbott Laboratories over alleged accuracy defects in FreeStyle Libre 3 glucose sensors, following prior Class I safety actions and an FDA-classified serious device concern affecting about 3 million sensors. At the same time, Abbott has been highlighting strong clinical results across its cardiac device portfolio and raising its dividend, underscoring the tension between product...
NYSE:MA
NYSE:MADiversified Financial

Mastercard (MA) Valuation Check After Q4 2025 Earnings Beat And Growing High Margin Services

Mastercard (MA) is back in focus after fourth quarter 2025 results topped expectations, supported by steady consumer spending, strong cross border volumes, and rapid growth in higher margin services such as cybersecurity and data analytics. See our latest analysis for Mastercard. Despite the earnings beat and new partnerships such as the Truist open banking integration, Mastercard's recent share price performance has been soft. The 7 day share price return is 4.43% and the year to date share...
NYSE:CARR
NYSE:CARRBuilding

Is Carrier Global (CARR) Fully Priced After Strong Multi Year Share Price Gains

If you are wondering whether Carrier Global's current share price lines up with its underlying value, you are not alone. That is exactly what this article is here to unpack. The stock most recently closed at US$64.89, with returns of 2.8% over 7 days, 17.5% over 30 days, 21.2% year to date, 3.4% over 1 year, 49.6% over 3 years and 89.7% over 5 years. Recent company developments and industry headlines around heating, ventilation and air conditioning solutions, along with broader interest in...
NYSE:BILL
NYSE:BILLSoftware

Is It Time To Reassess BILL Holdings (BILL) After The Recent 30% Price Jump

If you are wondering whether BILL Holdings is attractively priced or still carrying a premium, this article will walk through what the numbers actually say about its current valuation. The shares last closed at US$46.37, after a 30% gain over the past 7 days, set against declines of 9.5% over 30 days, 8.3% year to date and 23.8%, 52.0% and 74.2% over the past 1, 3 and 5 years respectively. Recent coverage of BILL Holdings has focused on its role in software for automating financial workflows...
NYSE:CMG
NYSE:CMGHospitality

Bill Ackman Exit And Sales Decline Test Chipotle Valuation And Loyalty

Bill Ackman has fully exited his position in Chipotle Mexican Grill (NYSE:CMG) after years as a major shareholder. The exit comes as Chipotle reports its first year over year same store sales decline since its 2006 IPO. Company executives have sold sizable amounts of stock in 2025, drawing attention to insider sentiment. Management is focusing on higher income customers and product development rather than broad discounting. Chipotle Mexican Grill, known for its fast casual burrito and bowl...
NYSE:TEL
NYSE:TELElectronic

TE Connectivity (TEL) Is Up 8.0% After AI-Linked Revenue Surge And $750 Million Debt Issue

In early February 2026, TE Connectivity, through Tyco Electronics Group S.A., issued US$750 million of senior notes, while also reporting rapidly rising AI-related revenues within its Digital Data Networks business and setting expectations for double-digit year-over-year net sales growth in its upcoming fiscal second quarter. Beyond strengthening its balance sheet, TE Connectivity’s AI-linked revenue acceleration and long-standing role in critical energy infrastructure, including its Raychem...
NasdaqGS:LI
NasdaqGS:LIAuto

Li Auto (NasdaqGS:LI) Valuation Revisited After JPMorgan Downgrades And Rising EV Competition Concerns

Li Auto (NasdaqGS:LI) is back in focus after a fresh round of JPMorgan downgrades related to concerns about demand, pricing pressure, and a tougher competitive backdrop for Chinese electric vehicle makers. See our latest analysis for Li Auto. Li Auto’s share price has been volatile, with a 12.98% 1 month share price return and an 8.99% year to date share price return fading against a 25.40% 1 year total shareholder return decline as sentiment shifted after the JPMorgan downgrades and concerns...
NYSE:GRC
NYSE:GRCMachinery

Gorman-Rupp (GRC) Valuation Check After Earnings Beat And Higher Analyst Growth Expectations

Gorman-Rupp (GRC) is back on investors’ radar after reporting fourth quarter and full year 2025 results, with both sales and net income above the prior year, and analysts lifting earnings expectations. See our latest analysis for Gorman-Rupp. The share price has reacted strongly to the earnings beat, with a 31.07% 1 month share price return and 48.36% 3 month share price return helping lift the 1 year total shareholder return to 79.88%. This points to accelerating momentum off a higher...
NYSE:FIS
NYSE:FISDiversified Financial

Assessing Fidelity National Information Services (FIS) Valuation After Fresh Fintech Awards And AI Leadership Recognition

Fidelity National Information Services (FIS) has drawn fresh attention after winning multiple industry awards for its risk management and cash and treasury management solutions, as well as leadership recognition in recent analyst reports on AI enabled treasury and risk platforms. See our latest analysis for Fidelity National Information Services. Despite the recent accolades for its AI enabled risk and treasury platforms, Fidelity National Information Services’ share price, which closed at...
NYSE:SPGI
NYSE:SPGICapital Markets

Assessing S&P Global (SPGI) Valuation After Earnings Miss, Softer 2026 Outlook And Near 10% Share Price Drop

S&P Global (SPGI) is back in focus after its fourth quarter and full year 2025 results, where solid revenue and margin trends met softer adjusted earnings and 2026 guidance, triggering a sharp share price pullback. See our latest analysis for S&P Global. The mixed earnings release and softer 2026 guidance have shifted sentiment. The share price is at US$397.20, and a 30 day share price return of 26.74% decline is contributing to fading short term momentum, while the 5 year total shareholder...
NYSE:THC
NYSE:THCHealthcare

Tenet Reshapes Conifer Role With CommonSpirit Deal And 2026 Targets

Tenet Healthcare (NYSE:THC) has completed a transaction with CommonSpirit Health involving its Conifer Health Solutions subsidiary. The deal reshapes Tenet's relationship with Conifer, a key provider of revenue cycle management and related services to health systems. Investors are watching for implications for Tenet's business mix, capital allocation, and long term operating focus. For you as an investor, this matters because Conifer sits at the intersection of hospital operations and...