U.S. Tech Hardware Stock News

NYSE:INSW
NYSE:INSWOil and Gas

Will International Seaways' (INSW) Earnings Beat Streak and Analyst Optimism Reshape Its Core Investment Narrative?

International Seaways recently reported that it has been outperforming earnings expectations, with its most recent quarterly EPS of $1.15 topping the prior consensus estimate of $0.91 and analysts highlighting an Earnings ESP that points to the potential for another earnings beat. The company’s plan to release its fourth quarter and full-year 2025 results on February 26, 2026, has sharpened focus on its pattern of earnings surprises and the growing optimism in analyst revisions around its...
NYSE:FHN
NYSE:FHNBanks

First Horizon’s New CISO Appointment And What It Means For Investors

First Horizon (NYSE:FHN) has appointed Leilani Farol as Senior Vice President and Chief Information Security Officer. Farol will lead the bank's enterprise cybersecurity strategy and data protection efforts. For you as an investor, this move highlights how seriously First Horizon is treating cybersecurity at a time when digital risks are front and center for financial institutions. The company’s shares last closed at $24.56, with a 1 year return of 14.4% and a 5 year return of 78.3%, which...
NYSEAM:UEC
NYSEAM:UECOil and Gas

Assessing Uranium Energy (UEC) Valuation After New US$90.24 Million Shelf Registration And Anticipated EPS Loss

Uranium Energy (UEC) recently filed a shelf registration to offer up to 6,000,000 common shares, representing roughly US$90.24 million. This filing puts potential dilution and the company’s capital plans in sharper focus for shareholders. See our latest analysis for Uranium Energy. Against this backdrop, Uranium Energy’s share price has pulled back over the past month, with a 30 day share price return of 9.71% and a 7 day share price return of 3.72%. However, the 90 day share price return of...
NasdaqGS:FSUN
NasdaqGS:FSUNBanks

FirstSun Capital Merger Scrutinized As Valuation Discount Draws Attention

FirstSun Capital Bancorp (NasdaqGS:FSUN) is involved in a proposed merger with First Foundation Inc. Halper Sadeh LLC has launched an investigation into potential breaches of securities laws and fiduciary duties related to the deal. The review focuses on whether the terms of the merger are fair to FirstSun shareholders. FirstSun Capital Bancorp, trading at $39.19, sits at the center of this merger story as investors weigh deal terms against recent share performance. The stock shows a 3.6%...
NYSE:NSP
NYSE:NSPProfessional Services

Insperity Cost Cuts And HRScale Rollout Test Valuation Gap

Insperity (NYSE:NSP) is rolling out major cost-cutting measures, including a reduction in non-sales staff and tighter expense controls, in response to profitability pressure. The company is targeting a $20 million cut in operating expenses while pushing ahead with HRScale, its new mid-market HR platform developed with Workday. HRScale is aimed at thousands of employees across small and mid-sized businesses, signaling a shift in how Insperity serves the mid-market HR segment. For investors...
NasdaqGS:PPC
NasdaqGS:PPCFood

Pilgrim's Pride Growth Plans Test Valuation And Earnings Outlook

Pilgrim's Pride is expanding its Just Bare brand and planning new growth projects as it responds to current industry conditions. The company is preparing investments in a new Georgia facility and increasing capital deployment in Mexico. These moves come while Pilgrim's Pride manages challenges such as commodity price swings and pressure on margins. Pilgrim's Pride, traded as NasdaqGS:PPC, is pushing ahead with brand and capacity expansion while its shares trade around $43.32. Over the past...
NasdaqGS:ADI
NasdaqGS:ADISemiconductor

Analog Devices Governance Stance Meets Premium Valuation And Shareholder Scrutiny

Analog Devices (NasdaqGS:ADI) has responded to a shareholder proposal concerning special meeting rights. The board is recommending that investors vote against the proposal, citing its existing corporate governance framework. The discussion centers on how shareholder rights and board oversight should be structured at the company. For you as an investor, this kind of governance news can be just as important as product announcements, particularly with a large analog and mixed signal chip...
NYSE:CNH
NYSE:CNHMachinery

Assessing CNH Industrial (NYSE:CNH) Valuation As The Pune Plant Spotlight Shapes Its Growth Story

Pune plant spotlight and why it matters for CNH Industrial (NYSE:CNH) shareholders CNH Industrial (NYSE:CNH) recently put its Pune, India manufacturing plant in the spotlight, underscoring its farm mechanisation capabilities, tailored equipment for local conditions, and contribution to skill development and environmentally aligned operations. The facility’s role in supplying agricultural machinery to both Indian and international markets adds useful context if you are weighing CNH’s global...
NYSE:GWW
NYSE:GWWTrade Distributors

Why W.W. Grainger (GWW) Is Down 5.5% After Mixed 2025 Results, 2026 Guidance And New Lawsuit

W.W. Grainger, Inc. recently reported past fourth-quarter 2025 results showing sales of US$4,425 million and full-year 2025 sales of US$17.94 billion, alongside issuing 2026 net sales guidance of US$18.70 billion to US$19.10 billion while also facing a new California labor class action alleging wage and hour violations. Despite higher sales, the company’s 2025 net income and earnings per share from continuing operations declined, highlighting pressure on profitability as it invests in...
NasdaqGS:PENG
NasdaqGS:PENGSemiconductor

A Look At Penguin Solutions (PENG) Valuation As New CEO Kash Shaikh Takes The Helm

CEO transition and what it could mean for Penguin Solutions stock Penguin Solutions (PENG) is in focus after long serving CEO Mark Adams retired from the company and its board, with technology executive Kash Shaikh stepping in as President and Chief Executive Officer. See our latest analysis for Penguin Solutions. The CEO transition comes as Penguin Solutions trades at US$19.37, with a 1 day share price return of 3.53% and a 7 day gain of 3.14%, offset by a 1 month share price decline of...
NYSE:AJG
NYSE:AJGInsurance

Can Gallagher (AJG) Defend Its Brokerage Moat As AI Tools Challenge Traditional Intermediaries?

In early February 2026, Gallagher Re appointed Minesh Jani, a reinsurance veteran with over three decades of experience and most recently Managing Director of Howden Insurance Brokers’ DIFC branch, as CEO for its India operations. Around the same time, OpenAI’s launch of insurance-native AI tools sparked sector-wide discussion about how far artificial intelligence could displace traditional insurance brokers’ role in matching clients with coverage. We’ll now examine how investor concerns...
NYSE:KBR
NYSE:KBRProfessional Services

How Do New Space Force Deals Shape KBR's (KBR) Defense-Focused Investment Narrative?

Earlier in February 2026, KBR announced several new U.S. defense contracts, including two U.S. Space Force task orders totaling US$103 million, a US$77 million Space Force and Air Force Research Laboratory task order, and a US$149 million ADEDDIS contract with the Air Force Life Cycle Management Center. These awards deepen KBR’s role in AI-enabled analytics, digital engineering, and systems integration for national defense, further anchoring its business in long-duration, mission-critical...
NasdaqGS:MAT
NasdaqGS:MATLeisure

Assessing Mattel (MAT) Valuation After Earnings Miss, Holiday Weakness And Cautious 2026 Outlook

Mattel (MAT) is back in focus after its shares dropped sharply when fourth quarter sales and earnings missed Wall Street expectations, holiday demand underwhelmed, and 2026 guidance pointed to earnings pressure despite planned sales growth. See our latest analysis for Mattel. The recent results sparked a sharp reset in expectations, with Mattel’s 7 day share price return of -23.36% and 30 day share price return of -22.16% both firmly negative, while the 1 year total shareholder return decline...
NYSE:PFGC
NYSE:PFGCConsumer Retailing

Assessing Performance Food Group’s Valuation After Profit Miss And Ongoing Integration Headwinds

Quarterly miss, integration costs and deflation in focus Performance Food Group (PFGC) recently reported quarterly results where profit fell short of market expectations as Cheney Brothers integration costs and deflation in categories like cheese and poultry pressured margins, even as revenue continued to grow. Management reaffirmed revenue guidance for the upcoming quarter and maintained a positive longer term growth outlook. Analysts noted that higher operating expenses and acquisition...
NYSE:KSS
NYSE:KSSMultiline Retail

Is Kohl's (KSS) Recent 76% Rally Supported By Its Current Valuation Metrics

If you are wondering whether Kohl's current share price reflects its true value, you are not alone. This article will focus squarely on what the numbers say about the stock. The share price last closed at US$19.85, with returns of 7.3% over the past week, 2.8% over the past month, a 7.0% decline year to date, and a 76.5% return over the past year that contrasts with weaker 3 and 5 year returns of 23.1% and 49.1% declines. Recent headlines around Kohl's have included ongoing scrutiny of its...
NYSE:VNT
NYSE:VNTElectronic

How Investors May Respond To Vontier (VNT) Beating Q4 Estimates And Guiding For 2026 Margin Expansion

Vontier Corporation recently reported its fourth-quarter and full-year 2025 results, with quarterly sales rising to US$808.5 million and earnings per share from continuing operations inching higher year on year, while full-year revenue grew to US$3.08 billion even as net income eased slightly. Management coupled this performance with guidance for 2026 that points to modest core sales growth, planned margin expansion, and additional cost savings, reinforcing its push toward a connected...
NYSE:FLNG
NYSE:FLNGOil and Gas

Assessing FLEX LNG (NYSE:FLNG) Valuation After Profit Drop Dividend Hold And New CEO Appointment

FLEX LNG (FLNG) is back in focus after its fourth quarter and full year 2025 results, which featured a combination of lower profits, an earnings miss, an unchanged dividend, and a leadership change at the management level. See our latest analysis for FLEX LNG. The shares now trade at US$25.99, with a year to date share price return of 5.35% and a 1 year total shareholder return of 17.81%. The 5 year total shareholder return is very large at over 4x, which suggests long term holders have seen...
NasdaqGM:PTGX
NasdaqGM:PTGXBiotechs

Protagonist Therapeutics Milestones Test Valuation As NDAs And Trials Advance

Protagonist Therapeutics submitted NDAs for Icotrokinra in plaque psoriasis and Rusfertide in polycythemia vera, advancing two late stage drug candidates. The company is progressing Phase 3 trials in partnership with large pharmaceutical companies, including Johnson & Johnson and Takeda. These filings and trial advances represent fresh milestones for NasdaqGM:PTGX that have not yet been widely discussed in the market. Protagonist Therapeutics, trading on NasdaqGM:PTGX, is drawing fresh...
NYSE:CAH
NYSE:CAHHealthcare

Assessing Cardinal Health (CAH) Valuation After Strong Q2 Beat And Raised 2026 Profit Guidance

Cardinal Health (CAH) is back in focus after reporting second quarter results that topped Wall Street expectations, with higher sales and net income, as well as raised 2026 profit guidance, putting fresh attention on the stock’s recent performance. See our latest analysis for Cardinal Health. The latest move takes Cardinal Health’s share price to $220.79, with a 1 day share price return of 2.66% and a 90 day share price return of 7.51%. Its 1 year total shareholder return of 77.13% and 5 year...
NasdaqGS:BGC
NasdaqGS:BGCCapital Markets

A Look At BGC Group (BGC) Valuation After Record Revenue And Upbeat Growth Outlook

Why BGC Group stock is back on investors’ radar BGC Group (BGC) has drawn fresh attention after reporting record annual revenue near US$3b, solid profit for 2025, and outlining an upbeat outlook for early 2026, including new revenue initiatives. See our latest analysis for BGC Group. After the earnings release and guidance, BGC Group’s share price is at US$9.21, with a 30 day share price return of 3.48% and a 3 year total shareholder return of about 2.1x. This suggests momentum has built over...
NasdaqGS:SLAB
NasdaqGS:SLABSemiconductor

Assessing Silicon Laboratories (SLAB) Valuation After A Strong Multi Month Share Price Run

What recent performance tells you about Silicon Laboratories Silicon Laboratories (SLAB) has drawn fresh attention after a strong run, with the stock showing a 39% move over the past month and a 70% gain in the past 3 months. See our latest analysis for Silicon Laboratories. Looking beyond the recent surge, the 1 year total shareholder return of 38.61% and 3 year total shareholder return of 15.59% suggest momentum has strengthened after a quieter stretch, with the share price now at...
NasdaqGS:FORM
NasdaqGS:FORMSemiconductor

Why FormFactor (FORM) Is Up 7.1% After Margin-Focused Q4 Results And 2026 Guidance Update

In early February 2026, FormFactor, Inc. reported fourth-quarter 2025 sales of US$215.16 million and net income of US$23.22 million, alongside guidance for first-quarter 2026 revenue of about US$225 million and net income per diluted share of roughly US$0.11. Management pointed to efficiency gains, such as workforce reductions, better manufacturing yields, and shorter production cycle times, as key drivers of improved gross margins and investor optimism around its advanced semiconductor...
NasdaqGS:GSAT
NasdaqGS:GSATTelecom

Globalstar Boingo Tie Up Highlights XCOM RAN Promise And Valuation Tension

Boingo Wireless plans to integrate Globalstar’s XCOM RAN technology into its private network infrastructure following successful technical trials. The deployment focuses on high traffic, mission critical environments such as airports and hospitals where Boingo is already a major private wireless provider. The agreement marks a commercial step for Globalstar (NasdaqGS:GSAT) in private 5G networks and expands use of its XCOM RAN platform. For you as an investor, this development sits at the...
NasdaqGS:AGIO
NasdaqGS:AGIOBiotechs

Agios Pharmaceuticals (AGIO) Valuation Check As Shares Trade Near Recent Levels And PYRUKYND Prospects Evolve

Agios Pharmaceuticals (AGIO) has drawn investor attention after recent trading moves, with the stock last closing at $27.96. You might be weighing how its current performance lines up with the company’s underlying fundamentals. See our latest analysis for Agios Pharmaceuticals. Recent moves around $27.96 come after a mixed stretch, with a 7 day share price return of 5.39% but a 90 day share price return of 35.95% and a 1 year total shareholder return decline of 15.83%, suggesting earlier...