U.S. Tech Hardware Stock News

NasdaqGS:SOLS
NasdaqGS:SOLSChemicals

Will Solstice’s UF6 Expansion, Backlog and New Dividend Change Solstice Advanced Materials' (SOLS) Narrative

Solstice Advanced Materials reported fourth-quarter 2025 revenue of US$987 million and net income of US$41 million, alongside plans to boost uranium hexafluoride output at its Metropolis Works facility and initiate a quarterly dividend of US$0.075 per share. This combination of production expansion in a critical nuclear fuel input, supported by over US$2 billion in backlog and new dividend payments, reshapes how investors may view the company’s role in the nuclear energy supply chain. We’ll...
NasdaqGS:WWD
NasdaqGS:WWDAerospace & Defense

Woodward Reshapes Governance As Dividend Growth Reinforces Capital Return Story

Woodward approved changes to its corporate governance, removing supermajority voting requirements. The company also eliminated cumulative voting rights for board elections. Alongside these changes, Woodward announced a 14% increase in its quarterly dividend. For investors watching NasdaqGS:WWD, these governance moves come as the stock trades at $391.53, with returns of 5.5% over the past week and 21.6% over the past month. Over longer periods, the shares show gains of 26.0% year to date,...
NasdaqGS:CCC
NasdaqGS:CCCSoftware

Is CCC (CCC) Quietly Reframing Its Competitive Moat Around Agentic AI With Its New CPO Hire?

CCC Intelligent Solutions Holdings recently appointed Josh Valdez as Chief Product Officer, effective February 16, 2026, tasking him with leading product strategy, design, and delivery while scaling AI-driven technology across the company’s platform. Valdez’s background in building AI-centric, platform-based businesses at Dayforce, Workday, and Google positions CCC to sharpen how humans and AI collaborate across its insurance and automotive software ecosystem. Next, we’ll examine how adding...
NYSE:CARR
NYSE:CARRBuilding

A Look At Carrier Global (CARR) Valuation After Earnings, Buyback Completion And New AI Feature Launch

Carrier Global (CARR) is back in focus after a packed early February, combining its fourth quarter and full year 2025 earnings release with a completed share repurchase tranche, a fresh AI feature launch, and a supportive analyst update. See our latest analysis for Carrier Global. The recent cluster of events, including the latest earnings release, completion of a multi year buyback and the launch of Carrier Abound’s AI powered “Tell Me More” feature, has coincided with a strong upswing, with...
NYSE:DT
NYSE:DTSoftware

Dynatrace (DT) Is Up 6.5% After Raising 2026 Guidance And Launching New US$1B Buyback – Has The Bull Case Changed?

In early February 2026, Dynatrace reported Q3 fiscal 2026 results showing revenue of US$515.47 million and net income of US$40.06 million, while also raising full-year 2026 revenue guidance to a range of US$2.01 billion and completing a US$500 million share repurchase program alongside authorizing a new US$1 billion buyback. Alongside these results, Dynatrace used its Perform 2026 conference to unveil Dynatrace Intelligence and expanded cloud-native integrations, positioning its AI-powered...
NasdaqGS:PTEN
NasdaqGS:PTENEnergy Services

Patterson-UTI Energy (PTEN) Is Up 5.9% After Narrower 2025 Net Loss Despite Softer Sales

Patterson-UTI Energy, Inc. has reported its fourth-quarter and full-year 2025 results, with quarterly sales of US$1,150.81 million and a quarterly net loss of US$9.09 million, and full-year sales of US$4,826.62 million alongside a full-year net loss of US$93.64 million, all for the period ended December 31, 2025. While revenue for both the quarter and the full year declined compared with the prior period, the company’s net loss narrowed substantially, and loss per share from continuing...
NYSE:S
NYSE:SSoftware

SentinelOne Buys Observo AI As AI Security Platform And Valuation Draw Focus

SentinelOne (NYSE:S) is acquiring Observo AI in a cash and stock deal valued at about US$225 million. The company is also rolling out expanded AI Security Platform capabilities, including new Data Security Posture Management (DSPM) tools. The move is aimed at strengthening AI native security operations and data pipeline capabilities as enterprise use of AI in production grows. SentinelOne, listed on the NYSE under ticker S, focuses on autonomous cybersecurity software, with a platform that...
NYSE:SHW
NYSE:SHWChemicals

Did Sherwin-Williams' (SHW) Extended Credit and 2026 Outlook Just Recast Its Capital Allocation Story?

On February 9, 2026, Sherwin-Williams amended its credit agreement with Citicorp USA to extend US$75,000,000 of borrowing and letter-of-credit commitments from June 20, 2026 to December 20, 2030, following its full-year 2025 results and refreshed 2026 guidance. Taken together with ongoing share repurchases and management’s stated interest in acquisitions, these moves suggest an emphasis on financial flexibility to support capital returns and potential deal-making. Next, we will examine how...
NYSE:MCD
NYSE:MCDHospitality

Is McDonald's (MCD) Share Price Justified After Recent Steady Multi‑Year Gains

If you are wondering whether McDonald’s current share price still offers value, you are not alone. Many investors are trying to work out what they are really paying for with this global brand. The stock last closed at US$325.97, with returns of 2.0% over 7 days, 6.1% over 30 days, 7.5% year to date, 7.5% over 1 year, 31.0% over 3 years and 69.9% over 5 years. This gives important context before comparing the price to the underlying business. Recent news flow has largely focused on McDonald’s...
NasdaqGS:ZS
NasdaqGS:ZSSoftware

Is Zscaler’s (ZS) Browser Bet Quietly Redefining Its Zero Trust Competitive Moat?

Zscaler recently acquired SquareX to embed Zero Trust security directly into standard browsers via lightweight extensions, while also hosting a Zero Trust masterclass and presenting at the WEST 2026 conference in San Diego. Together, these moves highlight how Zscaler is trying to respond to evolving AI-driven threats and customer demands for simpler, browser-native security controls. We'll now examine how Zscaler’s browser-focused SquareX acquisition and AI threat response efforts might...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

DraftKings Crypto.com Deal Signals New Direction For Prediction Markets

DraftKings (NasdaqGS:DKNG) is expanding its prediction markets through a new partnership with Crypto.com. The deal introduces player specific sports event contracts and extends prediction offerings into politics, entertainment, and culture. The move reflects a broader push into regulated prediction markets beyond traditional sports wagering. For you as an investor, this ties directly into how DraftKings makes money today and where it is trying to grow next. The company has been known...
NasdaqGS:WBD
NasdaqGS:WBDEntertainment

A Look At Warner Bros. Discovery (WBD) Valuation After Mixed Short And Long Term Share Price Returns

What Warner Bros. Discovery’s recent returns say about investor sentiment Without a clear single news catalyst, Warner Bros. Discovery (WBD) has still given investors plenty to think about, with the stock showing a mix of near term weakness and stronger longer term returns. Over the past month, Warner Bros. Discovery shares show a return of about 4% decline, even as the past 3 months reflect a gain of roughly 25%. Year to date, the stock is down around 2%, while the 1 year total return is...
NYSE:SLB
NYSE:SLBEnergy Services

SLB Wins Major Middle East Deals While Trading Below Estimated Fair Value

SLB (NYSE:SLB) has secured a $1.5b, five year contract from Kuwait Oil Company to develop the Mutriba field, involving high pressure, high temperature reservoirs and environmental considerations. The company also won new five year contracts in Oman for wellhead and artificial lift technologies, expanding its role across key production infrastructure. Together, these awards point to growing demand for end to end service models in complex international energy projects. For investors watching...
NYSE:ACN
NYSE:ACNIT

Accenture Names First Communications Chief As Shares Trade Below Targets

Accenture (NYSE:ACN) has created a new Chief Communications Officer role. Rachel Frey, a communications leader with over two decades of experience, has been appointed to the position. The role is focused on global communications, positioning, and the use of data and AI in stakeholder engagement. Accenture, trading at $240.86, has seen its share price under pressure, with a 14.2% decline over the past 30 days and a 36.9% decline over the past year. Over 5 years, the stock is up 1.6%, which...
NasdaqGS:FRMI
NasdaqGS:FRMISpecialized REITs

Fermi (FRMI) Is Up 10.3% After MUFG’s US$500M Facility For Project Matador Amid Legal Scrutiny

Fermi Inc., operating as Fermi America, recently secured a US$500 million non-recourse “warehouse” loan facility from MUFG Bank to fund Siemens Energy gas turbine purchases and repay an existing loan, supporting its 11-gigawatt Project Matador private energy campus in Texas. This substantial institutional backing arrives while Fermi faces multiple securities class action lawsuits over alleged misstatements about tenant demand and funding for Project Matador, underscoring a tension between...
NYSE:FIHL
NYSE:FIHLInsurance

Rapid Premium Growth and Book Value Outlook Might Change The Case For Investing In Fidelis (FIHL)

Fidelis Insurance Holdings recently reported that its net premiums earned expanded at an annualized 17.1% pace over the past two years, alongside forecasts for 8.9% revenue growth and 29.1% book value per share growth over the next year, highlighting stronger underwriting activity and balance sheet improvement. This combination of rapid premium expansion and projected book value gains suggests Fidelis may be strengthening its competitive position in specialty insurance and reinsurance...
NYSE:OMF
NYSE:OMFConsumer Finance

How Investors May Respond To OneMain Holdings (OMF) Strong Q4 Earnings And Renewed Capital Returns

In early February 2026, OneMain Holdings reported higher fourth-quarter 2025 net income of US$204 million and full-year net income of US$783 million, alongside net charge-offs of US$492 million that were modestly above the prior year. The company also reaffirmed its focus on shareholder returns with a US$1.05 quarterly dividend and completion of additional share repurchases totaling over US$70 million across two programs. Now we’ll examine how stronger earnings alongside a fresh US$1.05...