U.S. Tech Hardware Stock News

TransDigm Group recently reported past quarterly results with revenue of US$2.44 billion, up 11.5% year on year, beating analyst estimates and delivering adjusted operating income and organic revenue ahead of expectations. Management also disclosed that a strong fourth-quarter finish pushed full-year fiscal 2025 revenue and EBITDA above the high end of prior guidance, highlighting operating momentum across the business. Against this backdrop of revenue and EBITDA outperforming guidance,...

Coda Octopus Group, Inc. ( NASDAQ:CODA ) shareholders would be excited to see that the share price has had a great...

We feel now is a pretty good time to analyse MDxHealth SA's ( NASDAQ:MDXH ) business as it appears the company may be...

Okta (OKTA) is back in focus after an analyst described the identity security provider as a contrarian value play, citing its valuation discount, expanding product set, and role in AI-driven security. See our latest analysis for Okta. The recent buyback authorization and upcoming conference appearance add extra context to Okta’s recent 7 day share price return of 4.11% and year to date share price return of 12.47%. The 1 year total shareholder return of 13.24% contrasts with a 5 year total...

SoFi Technologies, Inc. reported that longtime General Counsel Stephen Simcock retired effective December 31, 2025, and will remain with the company through December 31, 2026, under an advisor agreement to support the legal transition. His shift to an advisory role comes as SoFi is juggling mixed investor reactions to a large equity raise, regulatory headlines, and growing interest in its newer non-lending and blockchain-related offerings. Next, we will examine how Simcock’s advisory...

Recent commentary has highlighted Southern Copper Corp (NYSE: SCCO) as a quality candidate, citing its solid financial profile, profitable operations, high capital efficiency, and strong balance sheet as evidence of a resilient business. An interesting angle is that investors appear focused on the company’s top-tier resource portfolio and industry position as potential supports for long-term stability, even as its current valuation is described as high. With this backdrop of financial...

Key Insights Significantly high institutional ownership implies W&T Offshore's stock price is sensitive to their...

If you are wondering whether TJX Companies is still good value after a strong run, this article walks through what the current price really implies for the stock. TJX shares recently closed at US$158.14, with returns of 2.7% over 7 days, 1.3% over 30 days, 2.5% year to date, 34.3% over 1 year, 102.1% over 3 years and 153.5% over 5 years. This raises the question of how much of the story is already reflected in the price. Recent coverage has focused on TJX Companies as a major off price...

Unfortunately for some shareholders, the Exagen Inc. ( NASDAQ:XGN ) share price has dived 28% in the last thirty days...

We can readily understand why investors are attracted to unprofitable companies. For example, although...

Amphenol (APH) is back on investors’ radar after recent share price moves, with the stock closing at US$148.97 as the company’s broader return and growth profile draw closer scrutiny. See our latest analysis for Amphenol. Beyond the latest move to US$148.97, Amphenol’s 30 day share price return of 15.27% and 90 day share price return of 18.61% sit alongside a very large 5 year total shareholder return of roughly 4.7x. This points to momentum that has built over time rather than appearing...

If you are wondering whether Invesco’s current share price offers value or is starting to look stretched, you are in the right place for a clear, valuation focused checkup. Invesco’s stock most recently closed at US$28.30, with returns of 0.2% over 7 days, 7.8% over 30 days, 5.0% year to date, 78.2% over 1 year and 70.5% over 3 years. Many investors use these figures as a starting point for judging how sentiment and risk perception may be shifting. Recent attention on Invesco has focused on...

Amicus Therapeutics (FOLD) drew investor attention after recent trading left its shares around $14.32, and returns over the past month and past 3 months outpaced its year-to-date performance. See our latest analysis for Amicus Therapeutics. At a latest share price of $14.32, Amicus Therapeutics has seen its recent momentum build, with a 30 day share price return of 35.73% and a 90 day share price return of 71.09%. Its 1 year total shareholder return of 55.48% contrasts with a more modest 3...

Celanese (CE) has drawn fresh attention after board member Scott Sutton resigned following his appointment as Chief Executive Officer of Rayonier Advanced Materials, raising questions about board composition and future oversight. See our latest analysis for Celanese. While Sutton’s departure has sparked fresh discussion about governance, most of the recent attention on Celanese has centered on its share price. It trades at US$45.88 after a 90 day share price return of 14.16% and an 8.82% year...

If you are wondering whether Adams Diversified Equity Fund is still good value at around its recent price, this article walks through what the current data can and cannot tell you about that question. The fund's recent returns include a 0.3% decline over the last 7 days, a 3.6% gain over 30 days, 0.4% year to date, 25.8% over 1 year, 104.9% over 3 years, and 118.0% over 5 years, which may shape how investors are thinking about both opportunity and risk right now. Recent coverage around Adams...

IAC (IAC) has drawn investor interest after recent trading left the shares at US$40.20, with returns over the past month and past 3 months contrasting with a longer period of weaker total returns. See our latest analysis for IAC. The recent move to US$40.20 comes after a 4.1% 1 month share price return and a 20.8% 3 month share price return, while the 1 year total shareholder return of 17.2% contrasts with weaker 3 and 5 year total shareholder returns. This suggests momentum has picked up...

Investor interest in BrightSpring Health Services (BTSG) has picked up as favorable analyst sentiment focuses on its role in home and community-based care, highlighting the importance of its Pharmacy Solutions and Provider Services segments. See our latest analysis for BrightSpring Health Services. At a share price of $38.62, BrightSpring’s recent 30 day share price return of 5.69% builds on a 90 day share price return of 25.63%. The 1 year total shareholder return of 116.97% points to strong...

Monster Beverage (MNST) is back in focus after recent trading, with the stock last closing at $78.43. With solid reported revenue and profit figures, investors are reassessing how this beverage group fits into their portfolios. See our latest analysis for Monster Beverage. Recent trading has added to that interest, with a 1 day share price return of 1.20% and a 90 day share price return of 14.25%, while the 1 year total shareholder return of 56.55% points to stronger, longer term momentum. If...

If you are wondering whether ACADIA Pharmaceuticals' current share price still offers value after recent moves, this article walks through the numbers so you can judge for yourself. The stock closed at US$26.46, with a 1.8% decline over the last 7 days and a 2.5% decline over 30 days, while its 1 year return sits at 56.6% and its 3 year return at 46.6% against a 50.4% decline over 5 years. These mixed returns over different time frames help explain why some investors see renewed potential...

Victory Capital Holdings (VCTR) has drawn attention after recent trading left the stock around $67.07, with mixed short term returns including a 2.7% one day decline and modest gains over the past month. See our latest analysis for Victory Capital Holdings. The recent 1 day share price decline and mixed short term moves sit against a longer backdrop where the share price return so far this year has been positive, while the 1 year and multi year total shareholder returns have been strong,...

If you are wondering whether TopBuild's share price still makes sense after a strong run, or if you might be late to the story, this article explains what the current price could imply about value. TopBuild shares recently closed at US$489.53, with returns of 10.0% over 7 days, 12.3% over 30 days, 13.5% year to date, 47.0% over 1 year and 163.0% over 3 years, plus 133.1% over 5 years. Recent coverage has focused on TopBuild as a key player in the US building products space, with attention on...

MPLX dividend story moves into focus after recent yield and growth update Recent analysis around MPLX (MPLX) has zeroed in on its dividend profile, highlighting a double digit distribution hike, solid free cash flow coverage, and the role of AI driven data center demand in supporting midstream cash flows. See our latest analysis for MPLX. At a share price of US$54.77, MPLX has seen an 11.05% 90 day share price return, while its 1 year total shareholder return of 18.98% and 5 year total...

Earlier this month, several Wall Street firms, including Citigroup, reiterated positive views on HubSpot’s business outlook, highlighting expectations for a strong fourth quarter supported by revenue growth and expanding operating margins. Analysts also pointed to HubSpot’s growing artificial intelligence product set and hybrid monetization approach as key reasons for increased confidence in the company’s long-term business potential. We’ll now examine how renewed analyst optimism around...

Kosmos Energy (KOS) is back in focus after a fresh operational update and a new senior secured bond offering, tying together project progress in Ghana and the GTA LNG development with balance sheet moves. See our latest analysis for Kosmos Energy. The fresh operational update and refinancing plans arrive after a sharp rebound in the share price, with a 1-day share price return of 20.39% and a year to date share price return of 38.89%. However, this sits against a 1-year total shareholder...