U.S. Tech Hardware Stock News

NYSE:PRG
NYSE:PRGConsumer Finance

Weaker 2025 Results and Cautious 2026 Outlook Could Be A Game Changer For PROG (PRG)

PROG Holdings reported its fourth-quarter and full-year 2025 results, with sales, revenue, net income, and earnings per share all lower than the prior year, while also completing a multi‑year US$992.71 million share repurchase program covering 27,715,844 shares. Alongside these results, the company issued 2026 guidance that points to pressure on revenue and earnings from continuing operations, setting a cautious tone around its profit outlook despite prior expectations for steady digital and...
NYSE:AOS
NYSE:AOSBuilding

How A. O. Smith’s Q4 EPS Beat and Executive Stock Moves Will Impact A. O. Smith (AOS) Investors

A. O. Smith recently reported its fourth-quarter 2025 results, with earnings per share of US$0.90 coming in above analyst expectations while revenue fell short, and senior executive Darrell W. Schuh disclosed selling 356 shares and receiving 1,460 restricted stock units. This combination of stronger profitability and routine executive equity activity highlights how A. O. Smith is balancing near-term operational pressures with long-term incentive alignment for leadership. We will now examine...
NasdaqGS:GNTX
NasdaqGS:GNTXAuto Components

Is Gentex’s New Tactical VPU a Meaningful Step Toward Diversification for GNTX’s Investment Story?

Gentex Corporation recently launched the Ops-Core Voice Projection Unit (VPU), an add-on to its Special Operations Tactical Respirator that enhances mission-critical voice clarity with three adjustable volume levels and integration into existing communication systems for tactical operators. This move extends Gentex’s communication suite beyond its core automotive and dimmable glass products, highlighting how defense-oriented innovation can broaden its end-market exposure. Next, we’ll examine...
NasdaqGM:ADMA
NasdaqGM:ADMABiotechs

ADMA Biologics CEO Trading Plan Sparks Questions On Valuation Gap

ADMA Biologics CEO Adam Grossman executed a pre-arranged sale of company shares. The transaction also involved the exercise of previously granted stock options. The activity represents insider trading carried out under an established trading plan. For investors watching ADMA Biologics, ticker NasdaqGM:ADMA, this insider activity comes with the stock last closing at $15.95. The company’s long term track record includes very large returns over 3 and 5 years, while the 1 year return is close...
NYSE:MRK
NYSE:MRKPharmaceuticals

Merck Mayo AI Partnership Aims To Sharpen Drug Discovery Decisions

Merck (NYSE:MRK) and Mayo Clinic announced a new research and development partnership focused on using artificial intelligence and multimodal clinical data for drug discovery and development. The collaboration combines Mayo Clinic's large clinical and genomic datasets with Merck's AI driven virtual cell technologies to support earlier stage drug research. Mayo Clinic characterized this as its largest collaboration with a global biopharmaceutical company, highlighting the scale of the data...
NYSE:FLR
NYSE:FLRConstruction

Fluor (FLR) Q4 US$1.6b Loss Rekindles Concerns Over Volatile Earnings Narrative

Fluor (FLR) capped FY 2025 with Q4 revenue of US$4.2 billion and a basic EPS loss of US$9.77, alongside a net loss excluding extra items of US$1.6 billion that keeps profitability in focus for investors. The company has seen quarterly revenue move between US$3.4 billion and US$4.3 billion over the past six reported periods, while basic EPS has swung from a profit of US$14.91 in Q2 2025 to losses such as US$4.30 in Q3 2025, setting a volatile earnings backdrop for today’s release. With...
NYSE:MBC
NYSE:MBCBuilding

MasterBrand (MBC) Is Down 16.1% After Q4 Loss And Weaker Outlook For Early 2026 – What's Changed

In February 2026, MasterBrand, Inc. reported fourth-quarter 2025 sales of US$644.6 million, a net loss of US$42 million, and a sharp drop in full-year net income to US$26.7 million despite slightly higher annual sales of US$2.73 billion. The company also projected a mid-to-high single-digit year-over-year decline in first-quarter 2026 net sales and disclosed that it had effectively paused share repurchases after buying back 226,914 shares earlier under its existing program. We will now...
NYSE:BG
NYSE:BGFood

Is It Too Late To Consider Bunge Global (BG) After Strong One Year Share Price Run?

If you are wondering whether Bunge Global's share price still offers value after a strong run, this article walks through what the current valuation could mean for you as a shareholder or potential buyer. At a recent close of US$121.88, the stock carries reported returns of 3.0% over 7 days, 13.1% over 30 days, 31.6% year to date, 79.8% over 1 year, 38.4% over 3 years and 80.1% over 5 years. Recent news around Bunge Global has focused on its role in global agriculture and food supply chains,...
NYSE:GRBK
NYSE:GRBKConsumer Durables

The Bull Case For Green Brick Partners (GRBK) Could Change Following Major Community Rankings Recognition

Green Brick Partners, Inc. (NYSE: GRBK) recently announced that several of its master-planned communities were ranked among the best developments in North Texas and nationally, underlining its presence in key Sunbelt housing markets. This recognition, coupled with the company being the largest holding in David Einhorn’s portfolio, highlights how brand strength and investor backing intersect for Green Brick. Now we’ll examine how this high-profile community recognition might influence Green...
NYSE:CNK
NYSE:CNKEntertainment

How Softer Q4 2025 Results and a Steady Dividend May Shape Cinemark Holdings’ (CNK) Investment Case

Cinemark Holdings, Inc. has reported past fourth-quarter 2025 results, with revenue of US$776.3 million and net income of US$34.1 million, and its board has declared a US$0.09 per-share quarterly cash dividend payable on March 17, 2026. The combination of softer quarterly earnings and a maintained cash dividend highlights the company’s ongoing effort to balance profitability, shareholder income, and capital allocation discipline. We’ll now examine how the weaker quarterly earnings alongside...
NYSE:PRKS
NYSE:PRKSHospitality

United Parks & Resorts (PRKS) Is Down 5.9% After Weak Quarter Raises Capital Allocation Questions

In the past week, United Parks & Resorts reported a weaker-than-expected quarter, citing poor weather, softer international visitation, and higher operating expenses that weighed on profitability. Beyond the shortfall, the results reinforced concerns about weak free cash flow and whether management’s capital allocation is translating into effective returns. Next, we’ll examine how these disappointing results and cost-control concerns may reshape United Parks & Resorts’ investment...
NYSE:FDP
NYSE:FDPFood

Is Fresh Del Monte (FDP) Pricing In Its Strong Three Year Share Price Performance?

Wondering if Fresh Del Monte Produce at around US$40.32 is offering good value for the risk you are taking, or if the recent optimism has already been priced in. The stock has returned 3.2% over the last 7 days, 9.2% over 30 days, 14.2% year to date, 38.3% over 1 year and 55.7% over 3 years, with a 5 year return of 69.9%. This naturally raises questions about what is baked into the current share price. Recent coverage around the company has focused on its position as a global fresh produce...
NYSE:GAP
NYSE:GAPSpecialty Retail

Assessing Gap’s (GAP) Valuation After A Recent Pullback And Ongoing Brand Reinvigoration

Why Gap Stock Is Getting Attention Now Gap (GAP) is back on investor radars after recent trading left the shares with a 1 day return of roughly a 0.3% decline, while the past month and past 3 months show positive double digit gains. See our latest analysis for Gap. Looking beyond the latest pullback, Gap’s recent momentum has been positive, with a 30 day share price return of 3.3% and a 90 day share price return of 17.6%. The 1 year total shareholder return of 20.9% and 3 year total...
NasdaqGS:HON
NasdaqGS:HONIndustrials

Assessing Honeywell International’s Valuation After A Strong Recent Share Price Run

Honeywell International overview Honeywell International (HON) has drawn fresh attention after recent share price moves, with the stock showing different performance patterns over the past week, month, and past 3 months compared with its longer term returns. See our latest analysis for Honeywell International. With the share price at US$242.65, Honeywell International has delivered a 10.6% 1 month share price return and a 23.9% year to date share price return, while the 1 year total...
NasdaqGS:FTAI
NasdaqGS:FTAITrade Distributors

FTAI Aviation Adds Air France Jets As Internal Leaders Steer Growth

FTAI Aviation acquired seven off lease Airbus aircraft from Air France, expanding its fleet and asset base. The company appointed David Moreno as President and Stacy Kuperus as principal operating officer, marking a leadership transition. These moves affect both FTAI Aviation's commercial activities and senior management structure, drawing attention from shareholders and market watchers. For investors tracking FTAI Aviation (NasdaqGS:FTAI), these updates come as the stock trades at $285.75...
NYSE:KR
NYSE:KRConsumer Retailing

Kroger’s New CEO Greg Foran Refocuses Growth Story After Albertsons Deal

Kroger (NYSE:KR) has appointed Greg Foran as its new Chief Executive Officer and board member. Foran previously served as Walmart U.S. chief and CEO of Air New Zealand. The leadership change follows the collapsed merger attempt between Kroger and Albertsons. Kroger operates a large U.S. grocery network and digital grocery platforms at a time when consumer preferences are shifting toward convenience, value, and online ordering. The appointment of Greg Foran brings in a leader with experience...
NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

What Moderna (MRNA)'s Flu Filing Setback and 2025 Loss Mean For Its Regulatory Path

In February 2026, Moderna reported full-year 2025 revenue of US$1.94 billion and a net loss of US$2.82 billion, while the FDA’s vaccines center issued a refusal-to-file letter declining to review its mRNA-1010 flu vaccine application due to concerns over the chosen trial comparator rather than safety or efficacy. The FDA’s rejection of Moderna’s flu filing on trial design grounds, despite prior protocol discussions and large Phase 3 studies, introduces fresh regulatory uncertainty for its...
NYSE:PBF
NYSE:PBFOil and Gas

How PBF Energy’s Q4 Profit, Higher Throughput and Capital Returns Will Impact PBF Energy (PBF) Investors

PBF Energy recently reported past fourth-quarter 2025 results showing sales of US$7,139.5 million and net income of US$78.4 million, alongside production growth and confirmed quarterly dividend and buyback activity. Despite lower full-year 2025 sales of US$29,332.3 million and a reduced net loss of US$158.5 million, the company increased quarterly refinery throughput and outlined first-quarter 2026 production guidance, including 16,000 to 18,000 barrels per day of renewable diesel. We’ll now...
NYSE:CDRE
NYSE:CDREAerospace & Defense

Does Accelerating Growth in Safety Gear Demand Change The Bull Case For Cadre Holdings (CDRE)?

Recently, Cadre Holdings reported that over the past two years its revenue increased at an annual rate of 13.4%, while earnings per share rose 19.9% annually, with analysts now projecting revenue growth of 16.1% ahead. This combination of robust past performance and expectations for faster future expansion highlights how demand for Cadre’s safety and survivability equipment may be strengthening across its core markets. Next, we’ll examine how this acceleration in revenue and earnings...
NYSE:MTDR
NYSE:MTDROil and Gas

Is It Time To Reassess Matador Resources (MTDR) After Its Recent Share Price Rebound

If you are looking at Matador Resources and wondering whether the current share price really reflects its value, this article will walk through what the numbers actually say. The stock recently closed at US$47.39, with returns of 1.0% over the past week, 10.6% over 30 days, 9.3% year to date and a 15.6% decline over the last year. The recent rebound therefore sits against a mixed longer term picture. Recent company specific news has focused on Matador Resources' position in the US energy...
NasdaqGS:COGT
NasdaqGS:COGTBiotechs

Assessing Cogent Biosciences (COGT) Valuation After Bezuclastinib NDA Filings Earnings Update And New Shelf Registration

Cogent Biosciences (COGT) is back in focus after reporting fourth quarter and full year 2025 results alongside a new shelf registration, while also advancing regulatory filings for its lead drug candidate, bezuclastinib. See our latest analysis for Cogent Biosciences. The latest earnings, shelf registration and ongoing NDA filings come after a strong run for Cogent Biosciences, with a 1 year total shareholder return of about 4x and an 8.4% 3 month share price return. The recent 3.4% 1 month...
NYSE:GOLD
NYSE:GOLDRetail Distributors

Gold.com Ownership Shifts As Tether Investment Reshapes Governance Balance

Chief Operating Officer Brian Aquilino has fully exited his equity position in Gold.com. Tether has made a sizable, restricted private investment in the company. These moves come as Gold.com, NYSE:GOLD, continues to draw attention for its recent share price performance. For shareholders watching NYSE:GOLD, the combination of a full equity exit by the COO and a new, constrained capital commitment from Tether puts fresh focus on who influences the company and how. The stock last closed at...
NYSE:APH
NYSE:APHElectronic

Assessing Amphenol (APH) Valuation After Upbeat EPS Forecasts And Strong Cash Flow Trends

Amphenol (APH) is back on investors’ radar after recent commentary highlighted strong expected EPS growth this year compared with industry peers, along with positive revisions to earnings forecasts and solid cash flow trends. See our latest analysis for Amphenol. That optimism has come after a strong run, with Amphenol’s 1 year total shareholder return of 116.88% and 3 year total shareholder return of about 3x, even as its 30 day share price return of 3.77% decline contrasts with an 8.72%...