U.S. Tech Hardware Stock News

NYSE:EQT
NYSE:EQTOil and Gas

Assessing EQT (EQT) Valuation After Recent Share Price Gains And Undervaluation Signal

Why EQT (EQT) is on investors’ radar EQT (EQT) has drawn investor attention after recent trading left the stock with a 1 day return of 2.4% and a past month return of 6.3%, compared with a 19.3% total return over the past year. See our latest analysis for EQT. At a share price of US$59.03, EQT’s recent swingy pattern, including a 6.3% 30 day share price return alongside a 10.4% year to date share price return, contrasts with a much stronger 5 year total shareholder return of 241.7%. This...
NYSE:CALX
NYSE:CALXCommunications

Calix (CALX) Valuation Check As Calix One Rollout And Helexon Fiber Deal Support Growth Expectations

Calix (CALX) is drawing fresh attention after Helexon selected its Calix One platform to support a multi year, BEAD funded rural fiber buildout spanning four Midwestern states. See our latest analysis for Calix. The recent Helexon win and a string of product launches around Calix One and SmartHome come as the share price sits at US$54.13, with a 1 year total shareholder return of about 42% and more modest 3 and 5 year total shareholder returns, suggesting strong recent momentum compared with...
NasdaqGS:BLKB
NasdaqGS:BLKBSoftware

Is Blackbaud (BLKB) Pricing Overly Pessimistic After Prolonged Share Price Weakness?

If you are wondering whether Blackbaud's share price still reflects its underlying business, this article will walk through how the numbers stack up and where the current market view might differ from fundamental value. With the stock at US$46.27 and recent returns of a 5.7% decline over 7 days, a 17.9% decline over 30 days and a 22.3% decline year to date, plus a 32.8% decline over 1 year, many investors are reassessing whether this pricing is justified or overly pessimistic. These moves...
NasdaqGS:CPB
NasdaqGS:CPBFood

Can Campbell’s (CPB) New Snacks Chief Reignite Profitability Without Sacrificing Brand Strength?

Campbell’s has appointed Mohit Anand as Executive Vice President and President, Snacks, effective February 23, 2026, to lead brands including Goldfish, Pepperidge Farm, Snyder’s of Hanover, Lance, Kettle Brand, Cape Cod, Snack Factory and Late July, succeeding Elizabeth Duggan. The hire comes as Campbell’s snacks unit faces flat volumes, margin pressure and a mandate to restore profitable growth amid broader demand headwinds. Next, we’ll examine how Anand’s appointment to lead the Snacks...
NYSE:BVN
NYSE:BVNMetals and Mining

Has The Market Already Priced In Buenaventura (NYSE:BVN) After Its 210% One Year Surge?

If you are trying to figure out whether Compañía de Minas BuenaventuraA is still reasonably priced or already stretched, it helps to start with a clear view of how its current share price lines up against underlying value. The stock last closed at US$38.64, with returns of 1.8% over 7 days, 4.2% over 30 days, 35.2% year to date and 210.7% over 1 year. The 3 year and 5 year returns sit at 441.1% and 265.7% respectively, which naturally raises questions about how much future upside or risk is...
NasdaqGS:KDP
NasdaqGS:KDPBeverage

Does KDP’s Coffee Spinoff and New Drink Pipeline Change The Bull Case For Keurig Dr Pepper (KDP)?

Keurig Dr Pepper recently expanded its 2026 innovation slate with more than 35 new beverage varieties across carbonated soft drinks, teas, waters, energy and juice drinks, while also refreshing legacy brands like Snapple and Canada Dry Fruit Splash Strawberry. At the same time, the company is reshaping its governance and business mix ahead of earnings by adding two experienced independent directors, progressing toward the JDE Peet’s acquisition and planning a separation into Beverage Co. and...
NasdaqGS:DASH
NasdaqGS:DASHHospitality

A Look At DoorDash (DASH) Valuation After Earnings Miss And Tariff And AI Risk Concerns

DoorDash (DASH) is back in focus after its latest earnings triggered sharp moves in the stock, with strong year-over-year growth, an earnings miss, and fresh concerns around tariffs and AI related disruption all colliding. See our latest analysis for DoorDash. Those sharp post earnings swings are landing on top of a weak stretch for the stock, with a 20.54% 1 month share price return decline and a 25.08% year to date share price return pulling DoorDash to US$164.66. This comes even though the...
NYSE:GME
NYSE:GMESpecialty Retail

GameStop Insider Buying And Institutional Selling Shape Merger Speculation Risks

CEO Ryan Cohen and other GameStop executives have recently reported multiple insider share purchases. At the same time, several institutional investors have reduced their holdings in NYSE:GME. Management has not provided new details on previously discussed merger or combination plans, despite continued market interest. GameStop, trading on the NYSE under ticker GME, most recently closed at $23.64, with the stock up 14.6% year to date and 25.2% over the past 3 years. Over 1 year, the share...
NasdaqGS:UPWK
NasdaqGS:UPWKProfessional Services

Assessing Upwork (UPWK) Valuation After Recent Share Price Weakness And Mixed Long Term Returns

Market context and recent share performance With no single headline event driving attention today, Upwork (UPWK) is drawing interest as investors reassess its recent share performance and current business profile in online freelance and remote work marketplaces. See our latest analysis for Upwork. Upwork’s share price has pulled back to US$12.51, with a 1 month share price return of 43.42% decline and a year to date share price return of 36.95% decline. The 3 year total shareholder return of...
NasdaqGS:ALGM
NasdaqGS:ALGMSemiconductor

Is It Too Late To Consider Allegro MicroSystems (ALGM) After Its Strong Share Price Run?

If you are wondering whether Allegro MicroSystems is fairly priced or not, this article explains what the current share price might be implying about its value. The stock recently closed at US$38.48, with returns of 16.6% over the last 30 days, 43.0% year to date and 53.9% over the past year. Over the last 7 days it declined 9.2%, and the 3 year return sits at a 10.4% decline compared to 41.6% over 5 years. Recent coverage has focused on Allegro MicroSystems as a semiconductor company that...
NasdaqGM:BLBD
NasdaqGM:BLBDMachinery

Blue Bird (BLBD) Is Up 5.2% After Beating Estimates And Accelerating EV Bus Deliveries – Has The Bull Case Changed?

Earlier in February 2026, Blue Bird reported quarterly sales and profits that exceeded expectations, highlighted growing order backlog and the delivery of 121 electric school buses. Analysts pointed to Blue Bird’s improving margin profile and its scarcity value in the specialty vehicle space following recent industry M&A as key positives. Now we’ll examine how these stronger-than-expected results, particularly the momentum in electric bus deliveries, may influence Blue Bird’s investment...
NasdaqGS:ULTA
NasdaqGS:ULTASpecialty Retail

Assessing Ulta Beauty (ULTA) Valuation After Strong 1 Year Momentum And Fair Value Debate

Why Ulta Beauty Stock Is On Investors’ Radar Ulta Beauty (ULTA) shares have drawn attention after recent performance data showed mixed short term moves alongside a stronger past year, putting the retailer’s valuation and growth profile back in focus for investors. See our latest analysis for Ulta Beauty. At around US$669.87 per share, Ulta Beauty has given back a little in the very short term, with recent 1 day, 7 day and 30 day share price returns all slightly negative. However, the 90 day...
NasdaqGS:JAZZ
NasdaqGS:JAZZPharmaceuticals

Jazz Pharmaceuticals Cancer Awareness Efforts And What They May Mean For JAZZ Stock

Jazz Pharmaceuticals marked World Cholangiocarcinoma Day by supporting awareness efforts for this rare bile duct cancer. The company highlighted patient stories and advocacy partnerships as part of its rare disease engagement. This outreach focuses on education around cholangiocarcinoma, a condition that often receives limited public attention. For investors watching Jazz Pharmaceuticals, ticker NasdaqGS:JAZZ, this awareness push sits alongside a current share price of $173.25 and a 1-year...
NYSE:ETN
NYSE:ETNElectrical

Eaton Growth From Data Centers And Grid Tested By CEO Share Sales

Eaton (NYSE:ETN) is seeing strong long term demand from data centers, electrification projects, and grid investments. At the same time, the company’s CEO has recently sold shares, drawing attention to insider activity during a period of sector tailwinds. These developments are prompting investors to reassess how management actions line up with Eaton’s exposure to key electrical and power infrastructure themes. Eaton’s current share price of $362.05 is set against a backdrop of multi year...
NYSE:BRK.B
NYSE:BRK.BDiversified Financial

Berkshire Hathaway Shifts To Greg Abel As Wildfire Risks Shape Outlook

Berkshire Hathaway (NYSE:BRK.B) appoints Greg Abel as CEO, following Warren Buffett’s departure. The leadership change coincides with a major wildfire settlement involving Berkshire’s PacifiCorp utility subsidiary. The settlement is intended to resolve wildfire damage claims and address related legal exposure. Berkshire Hathaway, the conglomerate spanning insurance, rail, utilities, energy and a wide range of operating businesses, is entering a new chapter with Greg Abel as CEO of...
NYSE:WMB
NYSE:WMBOil and Gas

Is It Too Late To Consider Williams Companies (WMB) After Its Strong 1-Year Rally?

If you are wondering whether Williams Companies is still reasonably priced after a strong run, you are not alone. This article will focus on what the current share price might imply about value. The stock last closed at US$72.98, with returns of 1.0% over 7 days, 12.3% over 30 days, 19.9% year to date and 31.7% over 1 year. The 3 year and 5 year returns are very large on a percentage basis. Recent news coverage has focused on Williams Companies as a key US energy infrastructure player, with...
NYSE:LLY
NYSE:LLYPharmaceuticals

How Investors Are Reacting To Eli Lilly (LLY) Expanding Zepbound With A Monthly KwikPen Amid Rival Trial Setback

Eli Lilly has already gained FDA approval to expand the label for its obesity drug Zepbound (tirzepatide) to include a four-dose, single-patient-use KwikPen that delivers a full month of treatment in one device, available via LillyDirect starting at US$299 per month for the 2.5 mg dose for self-pay patients. This new delivery option arrives just as a key rival, Novo Nordisk’s CagriSema, underperformed tirzepatide in a late-stage head-to-head obesity trial, sharpening Zepbound’s competitive...
NYSE:D
NYSE:DIntegrated Utilities

Dominion Energy (D) Earnings Surge Of 60.5% Tests Dividend And Interest Coverage Concerns

Dominion Energy (D) has laid out its FY 2025 scorecard with third quarter revenue of US$4.5b and basic EPS of US$1.17, capped by trailing twelve month revenue of US$16.5b and EPS of US$3.47 that sit against a 60.5% year over year earnings jump and a 5.7% five year average earnings growth rate. The company has seen quarterly revenue move from US$3.4b in Q4 2024 to US$4.1b in Q1 2025, US$3.8b in Q2 2025 and US$4.5b in Q3 2025. Basic EPS shifted from a Q4 2024 loss of US$0.13 per share to...
NasdaqGS:ALRM
NasdaqGS:ALRMSoftware

Alarm.com Holdings (ALRM) Valuation Check After Earnings Beat And Raised 2026 SaaS Outlook

Alarm.com Holdings (ALRM) just cleared a key hurdle for investors by reporting fourth quarter and full year 2025 results that topped expectations, and pairing that with higher 2026 SaaS and license revenue guidance. See our latest analysis for Alarm.com Holdings. Despite the upbeat earnings, 2026 guidance and ongoing acquisition plans, Alarm.com Holdings’ recent momentum has been weak, with a 30 day share price return of 9.59% and a 1 year total shareholder return of 26.67%, pointing to...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

How Strong Q4 Results And Higher 2026 Guidance At BWX Technologies (BWXT) Has Changed Its Investment Story

BWX Technologies reported past fourth-quarter 2025 results with sales of US$885.84 million and net income of US$92.99 million, alongside a US$0.27 quarterly dividend declared on February 18, 2026, payable March 27, 2026. Full-year 2025 sales of US$3.20 billion and net income of US$328.95 million, together with 2026 revenue guidance of about US$3.75 billion, underline how current operations and management expectations frame BWX Technologies’ longer-term earnings narrative. We’ll now examine...
NYSE:KNTK
NYSE:KNTKOil and Gas

Kinetik Holdings Weighs Sale As Western Midstream Interest Meets Rich Valuation

Kinetik Holdings (NYSE:KNTK) is reported to be exploring a potential sale process. Western Midstream Partners has shown interest in a possible acquisition of Kinetik Holdings. The situation points to possible changes in ownership structure and future direction for the company. Kinetik Holdings, listed on the NYSE under ticker KNTK, operates in the midstream energy space, connecting upstream production with downstream demand through gathering, processing, and related services. Attention on...
NYSE:WSO
NYSE:WSOTrade Distributors

Watsco Dividend Raised 10% As Valuation And Cash Coverage Weighed

Watsco (NYSE:WSO) announced that its Board of Directors approved a 10% increase in its annual dividend. The decision represents a material change in the company’s capital return to shareholders. Watsco, a large distributor of air conditioning, heating and refrigeration equipment, sits at the crossroads of residential and commercial demand for climate systems. For income focused investors, a 10% increase in the annual dividend is a meaningful signal about how the Board views the company’s...
NYSE:CBRE
NYSE:CBREReal Estate

A Look At CBRE Group (CBRE) Valuation After Recent Analyst Upgrades And Growth Guidance

Recent analyst upgrades have pushed CBRE Group (CBRE) back into focus, with firms citing the company’s position in commercial real estate and its guidance for meaningful growth even as AI related fee worries linger. See our latest analysis for CBRE Group. CBRE’s shares have pulled back recently, with a 30 day share price return of 14.8% and a year to date share price return of 10%. At the same time, the 1 year total shareholder return of 4.6% and 5 year total shareholder return of 85.9%...
NasdaqCM:DNTH
NasdaqCM:DNTHBiotechs

Assessing Dianthus Therapeutics (DNTH) Valuation After Strong Share Price Momentum And Premium P/B Multiple

Recent performance context for Dianthus Therapeutics Dianthus Therapeutics (DNTH) has drawn attention after a series of double digit returns over the past year, including a 6.3% move today and a 14.4% total return over the past 3 months. See our latest analysis for Dianthus Therapeutics. With the share price now at $52.68, Dianthus Therapeutics shows strong recent momentum, with a 7 day share price return of 11.14% and a 1 year total shareholder return of 143.89%, which may indicate shifting...