U.S. Tech Hardware Stock News

NasdaqGS:WERN
NasdaqGS:WERNTransportation

Did Werner’s Costly Q4 and Truckload Overhaul Just Shift Werner Enterprises' (WERN) Investment Narrative?

Werner Enterprises has reported fourth-quarter 2025 sales of US$737.64 million and a net loss of US$27.79 million, reversing from a profit a year earlier and contributing to a full-year 2025 loss despite nearly US$2.97 billion in revenue. Alongside this cost-burdened quarter, Werner is overhauling its one-way truckload operations and integrating its acquisition of FirstFleet to shift toward higher-margin, contract-based dedicated and specialized freight services. We’ll now examine how...
NYSE:SPGI
NYSE:SPGICapital Markets

Is S&P Global (SPGI) Pricing Look Stretched After Recent 18.9% Monthly Share Price Decline

Wondering if S&P Global's share price around US$439.28 now reflects a fair deal or an overreaction? This article walks through what the numbers are really saying about value. The stock has seen a 16.8% decline over the last 7 days and an 18.9% decline over the past month, while the 3 year and 5 year returns sit at 23.8% and 34.9% respectively. Recent coverage has focused on S&P Global's role as a key data and analytics provider across credit ratings, indices, and financial intelligence. This...
NasdaqGS:QS
NasdaqGS:QSAuto Components

Is QuantumScape (QS) Share Price Out Of Sync With Its Long Term Potential?

If you are wondering whether QuantumScape's current share price lines up with its long term promise, this article will walk you through how the numbers stack up. The stock closed at US$8.47 recently, with a 4.3% decline over 7 days, a 20.2% decline over 30 days, a 23.4% decline year to date, a 71.5% gain over the past year, a 3.2% gain over 3 years, and an 84.5% decline over 5 years. Recent attention on QuantumScape has been driven less by short term events like earnings and more by its...
NYSE:MOD
NYSE:MODBuilding

Modine Gentherm Deal Refocuses Thermal Growth On Data Center Demand

Modine Manufacturing (NYSE:MOD) announced a spinoff of its Performance Technologies segment. The segment will be combined with Gentherm in a new structure designed to support growth. The move is intended to create more focused businesses in thermal management and related markets. For you as an investor, this transaction reshapes how Modine is positioned in thermal management, especially in areas like data centers where cooling and energy efficiency are key themes. The separation of...
NYSE:CPAY
NYSE:CPAYDiversified Financial

Assessing Corpay (CPAY) Valuation After Strong Q4 Beat And Upbeat 2026 Outlook

Corpay (CPAY) shares moved after the company reported fourth quarter 2025 revenue up 20.7% year on year, topped Wall Street forecasts, and paired the release with guidance that exceeded consensus for 2026. See our latest analysis for Corpay. The upbeat guidance and acquisition pipeline comments came alongside a sharp move in the shares, with a 5.73% 1 day share price return and a 26.01% 90 day share price return suggesting momentum has picked up. This is despite the 1 year total shareholder...
NasdaqGS:CMCSA
NasdaqGS:CMCSATelecom

Comcast Reshapes Portfolio As RealTime4K And Loyalty Push Test Growth

Comcast (NasdaqGS:CMCSA) is spinning off its cable networks into a new entity, Versant Media Group, to concentrate on broadband, streaming, and theme parks. The company is rolling out customer-focused offers such as five year price guarantees and combined broadband wireless packages aimed at improving loyalty. Comcast is introducing RealTime4K for live sports, including the Super Bowl, and working with NBC Sports on 4K coverage for the upcoming Winter Olympics. Comcast, trading at about...
NasdaqGS:PAGP
NasdaqGS:PAGPOil and Gas

Plains GP Holdings PAGP Quarterly Loss Deepens And Tests Bullish Recovery Narrative

Plains GP Holdings (PAGP) closed FY 2025 with fourth quarter revenue of US$10.6b and basic EPS of a US$0.20 loss, while trailing twelve month revenue came in at US$44.3b with basic EPS of a US$0.62 loss. The company reported quarterly revenue of US$12.4b in Q4 2024 and US$10.6b in Q4 2025, with basic EPS moving from a US$0.06 loss to a US$0.20 loss over the same period. This has set up a results season where investors are weighing volume stability against pressure on earnings. Given the mix...
NYSE:KSS
NYSE:KSSMultiline Retail

Kohl's Store Chief Retires As Investors Weigh Valuation And Execution

Kohl's (NYSE:KSS) announced the retirement of Senior Executive Vice President and Director of Stores, Fred Hand. Hand has overseen store operations, including day to day management and execution across the retailer's physical footprint. This leadership change affects the executive team responsible for Kohl's store performance and customer experience. Kohl's operates a large network of department stores across the United States, with a business model that relies heavily on in store...
NYSE:RDW
NYSE:RDWAerospace & Defense

Redwire (RDW) Valuation Check After SHIELD Contract Access To US$151b Missile Defense Opportunity

SHIELD contract opens a new channel of potential work Redwire (RDW) recently secured a position on the Missile Defense Agency's SHIELD indefinite delivery indefinite quantity contract, a multi company vehicle with a US$151b ceiling and no guaranteed revenue. See our latest analysis for Redwire. Redwire's latest SHIELD contract news comes after a sharp 62.72% 90 day share price return, even though the 1 year total shareholder return is a 52.03% decline and the 3 year total shareholder return...
NasdaqGM:ENPH
NasdaqGM:ENPHSemiconductor

Is Enphase Energy (ENPH) Price Jump Justified After Solar Sector Sentiment Shift?

If you are looking at Enphase Energy and wondering whether the current share price reflects its true worth, this article will help you connect the recent moves in the stock to what the fundamentals might be saying. The shares last closed at US$49.80, with returns of 34.7% over the past week, 41.4% over the past month, and 47.6% year to date, set against a 21.6% decline over the past year and much larger falls over the last 3 and 5 years. Recent news flow around Enphase Energy has focused on...
NYSE:MSCI
NYSE:MSCICapital Markets

MSCI (MSCI) Valuation Check As Earnings Growth Meets Softer Q4 And Higher Buybacks And Dividend

Why MSCI’s latest earnings, buybacks and dividend move matter MSCI (MSCI) is back in the spotlight after its fourth quarter and full year 2025 results, updated share repurchase activity, and a higher cash dividend, all of which directly affect shareholder returns. For the fourth quarter, MSCI reported sales of US$822.53 million, compared with US$743.51 million a year earlier. Net income was US$284.67 million versus US$305.52 million, with diluted earnings per share from continuing operations...
NYSE:PFE
NYSE:PFEPharmaceuticals

Assessing Pfizer (PFE) Valuation After New PF-3944 Obesity Trial Data And Market Reentry

Pfizer (PFE) is back in the obesity spotlight after reporting Phase 2b VESPER-3 data for its monthly GLP-1 injection, PF-3944, showing up to 12.3% placebo adjusted weight loss at week 28. See our latest analysis for Pfizer. The PF-3944 data lands after a busy spell for Pfizer, including better than expected Q4 2025 adjusted earnings, reaffirmed 2026 revenue guidance, a fresh Priority Review for hemophilia drug HYMPAVZI, and ongoing cost and pricing pressures such as TrumpRx agreements. The...
NYSE:KKR
NYSE:KKRCapital Markets

KKR Expands Fee Engine With Sports Ownership And Data Center Push

KKR (NYSE:KKR) has agreed to acquire Arctos Partners, moving directly into investments in professional sports franchises. The firm plans to create a new unit called KKR Solutions, with Arctos forming a key part of this expanded platform. Separately, KKR has agreed to acquire a majority stake in ST Telemedia Global Data Centres, one of Asia's largest data center operators. The ST Telemedia Global Data Centres deal is described as KKR's largest infrastructure investment in Asia Pacific. For...
NasdaqGS:STX
NasdaqGS:STXTech

Seagate (STX) Is Up 5.3% After Strong Q2, Bigger Buybacks And AI Storage Demand - What's Changed

Seagate Technology Holdings recently reported second-quarter 2026 results showing higher sales and net income than a year earlier, affirmed a quarterly US$0.74 dividend, completed a multi-year US$5.37 billion share buyback, and filed a US$6.63 billion shelf registration for ordinary shares tied to employee stock plans. Together with fresh revenue guidance for the third quarter of 2026 and ongoing AI-related demand for its nearline and HAMR drives, these actions highlight how Seagate is...
NasdaqCM:STEX
NasdaqCM:STEXMedical Equipment

Is Streamex (STEX) Using Academic Star Power To Strengthen Its Capital Markets Narrative?

Streamex Corp. recently appointed Anthony Marciano, Clinical Professor of Finance at NYU Stern and former senior Wall Street banker, as an independent director to its Board, adding deep expertise in corporate finance, mergers and acquisitions, and capital markets. Marciano’s combination of academic influence and high-level investment banking experience may reinforce Streamex’s governance credentials as it expands its tokenization and capital markets initiatives. Next, we will examine how...
NasdaqGM:GPCR
NasdaqGM:GPCRPharmaceuticals

Assessing Structure Therapeutics (GPCR) Valuation As Oral Obesity Drug GSBR-1290 Advances In Phase 2

Why GSBR-1290’s phase 2 progress matters for Structure Therapeutics (GPCR) Structure Therapeutics (GPCR) is back in focus as its oral obesity candidate GSBR-1290 advances through phase 2 trials. This is a key clinical stage that can materially influence sentiment around the company’s pipeline and valuation. See our latest analysis for Structure Therapeutics. At a share price of US$74.92, Structure Therapeutics has had a mixed short term pattern, with a 1 day share price return of 2.34% but a...
NasdaqGS:TTEK
NasdaqGS:TTEKCommercial Services

Tetra Tech (TTEK) Is Up 9.6% After Raising 2026 Guidance And Expanding Water-Clean Energy Deals – What's Changed

In late January 2026, Tetra Tech reported first-quarter fiscal 2026 results showing US$1,210.66 million in sales and US$105.03 million in net income, raised its full-year net revenue guidance to US$4.15–4.30 billion, affirmed a higher quarterly dividend, and completed a US$356.11 million share repurchase program, while also expanding its water and clean energy client footprint through agreements with United Utilities and Westinghouse. These developments highlight how Tetra Tech is pairing...
NYSE:STE
NYSE:STEMedical Equipment

Is STERIS (STE) Fairly Priced After Recent Sector Attention And Premium P/E Ratio

If you are wondering whether STERIS is priced fairly at around US$252 per share, you are not alone; many investors are asking whether the current tag matches the underlying business. The stock has had a mixed run recently, with a 4% decline over the last week, a 1.8% decline over the last month, but returns of 0.8% year to date, 14.1% over 1 year, 34.6% over 3 years and 44.3% over 5 years. Recent news coverage has focused on STERIS as a key player in healthcare equipment and services, which...
NYSE:TYL
NYSE:TYLSoftware

Does Tyler Technologies’ (TYL) New Buyback and AI Court Deal Clarify Its Capital Priorities?

Tyler Technologies recently announced a new share repurchase program authorizing up to US$1.00 billion of its Class A common stock, with no fixed expiration date, alongside a definitive agreement to acquire digital court‑recording specialist For The Record for about US$212.5 million in cash. Together, the sizeable buyback authorization and the acquisition of AI‑enabled courtroom transcription capabilities underscore Tyler’s focus on capital return while deepening its courts and justice...
NYSE:FUBO
NYSE:FUBOInteractive Media and Services

FuboTV Revenue Beat Sparks Questions On Content Deals And Valuation Gap

FuboTV (NYSE:FUBO) reports Q4 revenue that comes in above its own expectations. The company highlights progress on a planned Hulu Live integration to broaden content access for subscribers. Management addresses an ongoing dispute with NBCUniversal while emphasizing continuity of its service. FuboTV adopts new monetization approaches using Disney's ad platform to refine its advertising business. FuboTV operates in the crowded live TV streaming market, where viewers are trading traditional...
NYSE:ACN
NYSE:ACNIT

Is Accenture’s (ACN) VA EHR Win Quietly Redefining Its Federal Digital Transformation Ambitions?

In early February 2026, Accenture plc filed a shelf registration for an employee share offering of 8,000,000 Class A ordinary shares, while its Federal Services arm was recently chosen to support the U.S. Department of Veterans Affairs’ multi‑year Electronic Health Record Modernization program. This combination of a large federal healthcare modernization mandate and expanded employee share capacity highlights Accenture’s focus on long-term digital and AI transformation work with major...
NasdaqGS:HNST
NasdaqGS:HNSTPersonal Products

Assessing Honest Company (HNST) Valuation After Hydrorich Cream Skincare Launch

Hydrorich Cream launch and why Honest Company (HNST) is back on investors’ radars Honest Company (HNST) just expanded its skincare lineup with Hydrorich Cream, a new moisturizer aimed at dry and extra dry skin, and investors are asking what this means for the stock. See our latest analysis for Honest Company. Hydrorich Cream arrives at a time when Honest Company’s short term trading has been choppy, with a 7 day share price return of 7.29% decline and a 30 day share price return of 11.24%...
NasdaqGS:GFS
NasdaqGS:GFSSemiconductor

Assessing GlobalFoundries (GFS) Valuation After New Telsys Partnership In Israel

Board appointment and Israel partnership draw fresh attention to GlobalFoundries stock GlobalFoundries (GFS) is back in focus after a new partnership with Telsys in Israel and the appointment of Mubadala executive Samer Halawa to its Board and Strategy & Investment Committee. See our latest analysis for GlobalFoundries. The Telsys agreement and new board appointment arrive after a 23.95% 90 day share price return and a 16.38% year to date share price return, while the 3 year total shareholder...
NasdaqGS:EXPO
NasdaqGS:EXPOProfessional Services

Exponent (EXPO) Is Up 11.0% After Raising Dividend And Guiding For High-Single-Digit 2026 Growth - Has The Bull Case Changed?

Exponent, Inc. recently reported fourth-quarter 2025 results showing year-on-year growth in sales and revenue, modestly higher earnings per share, and full-year 2025 revenue of US$582.01 million alongside a slightly lower annual net income of US$106.01 million. The company paired this earnings beat with guidance for high-single-digit revenue growth in 2026, an increased quarterly dividend to US$0.31 per share, and emphasis on demand tied to artificial intelligence, user research, and risk...