U.S. Tech Hardware Stock News

Builders FirstSource (BLDR) is back in focus as optimism around its outlook picks up, with better housing data and potential interest rate easing supporting a rebound in sentiment despite ongoing margin and housing headwinds. See our latest analysis for Builders FirstSource. At a recent share price of $125.25, Builders FirstSource has seen a 21.96% 1 month share price return and a 19.71% year to date share price return. However, its 1 year total shareholder return shows a 25.50% decline...

EPAM Systems (NYSE:EPAM) has entered into a partnership with Cursor to expand its enterprise generative AI capabilities. The company has introduced several new AI agents on Google Cloud Marketplace as part of this effort. These moves are aimed at supporting enterprise clients that are adopting generative AI solutions. EPAM Systems is leaning into AI driven services at a time when many enterprises are experimenting with generative tools and automation. The stock last closed at $219.05, with...

Walmart (WMT) is back in focus after its addition to the Nasdaq-100 Index, leadership moves toward tech and e-commerce, and the launch of a Premium Musical Instrument Shop on Walmart Marketplace. See our latest analysis for Walmart. Those tech focused moves and category expansions sit against a share price of $117.83, with a 30 day share price return of 5.57% and a 90 day share price return of 10.98%. The 1 year total shareholder return of 25.54% and very large 3 year and 5 year total...

Lincoln Electric Holdings (NasdaqGS:LECO) was recently recognized for its financial health and competitive advantages after passing a respected quality investing screen. The screen highlights companies with resilient balance sheets, consistent execution, and durable business models. This recognition singles out Lincoln Electric’s long term positioning in welding, cutting, and joining solutions as especially robust. Lincoln Electric focuses on arc welding equipment, consumables, and...

If you are trying to work out whether United Therapeutics at about US$472 per share looks expensive or reasonable, you are in the right place. The stock has been flat over the last 7 days, with a 7.5% decline over the past month and a 5.0% decline year to date, set against a 26.9% return over 1 year, 78.7% over 3 years and 187.2% over 5 years. Recent coverage around United Therapeutics has focused on how the company is positioned within the pharmaceuticals and biotech space and how investors...

On January 13, 2026, Flywire announced a leadership restructuring in which longtime Chief Technology Officer David King will become Chief Product Officer & Co-President of Global Education, while the company searches for a new CTO to oversee its global payments and software platform. This shift places King’s education software expertise at the center of Flywire’s product strategy across all verticals, signaling a reinforced emphasis on software innovation and AI-enabled workflows for its...

Bristol Myers Squibb recently entered a global licensing deal with Janux Therapeutics to co-develop a tumor-activated solid tumor therapy and announced a collaboration with Microsoft to deploy FDA-cleared AI radiology algorithms for earlier lung cancer detection, while also reporting positive Phase 3 SCOUT-HCM results for Camzyos in adolescents with obstructive hypertrophic cardiomyopathy. Taken together, these moves highlight how Bristol Myers Squibb is pairing advanced oncology drug...

Okta recently reinforced its commitment to India by launching in-country Okta Platform tenants hosted on AWS, offering local data storage, enhanced disaster recovery, and support for compliance with the DPDP Act and sector-specific regulations across highly regulated industries. By extending its identity security fabric to cover both human and AI agents within India, Okta is directly targeting the growing governance gap as organizations adopt AI faster than they develop controls for...

If you are wondering whether SPX Technologies at around US$217 a share still offers value, you are not alone, and that is exactly what this article aims to unpack. The share price sits at US$217.13, with returns of 1.6% over the past week, 5.7% over the last 30 days, 6.8% year to date, 40.7% over 1 year, 202.2% over 3 years, and 297.1% over 5 years, which naturally raises questions about what is already priced in and what might come next. Recent attention on SPX Technologies has centered on...

BJ's Wholesale Club Holdings (BJ) is back on investors’ radar after a recent move in the share price, with the stock closing at $96.00 and showing mixed returns across different time frames. See our latest analysis for BJ's Wholesale Club Holdings. The recent 1 day share price return of 1.43% and 90 day share price return of 4.61% sit alongside a 1 year total shareholder return decline of 1.07% and a 5 year total shareholder return of 119.93%. This suggests that longer term holders have still...

Why Republic Services (RSG) is on investors’ radar Republic Services (RSG) has drawn interest after its shares closed at $215.75, with recent returns mixed across shorter and longer periods. This has prompted investors to reassess what they are paying for its business performance. See our latest analysis for Republic Services. Recent trading has been relatively firm, with a 1 day share price return of 0.68% and a 7 day share price return of 2.35%. The 90 day share price return of 3.29%...

Event context and recent stock performance Humana (HUM) has drawn investor attention after a mixed stretch in its share performance, with the stock down about 8% over the past year but slightly positive year to date. See our latest analysis for Humana. At a share price of US$266.29, Humana has seen pressure in the very short term, with a 1 day share price return of 1.62% decline and a 7 day share price return of 6.22% decline. Its 1 year total shareholder return of 8.10% decline and 3 year...

If you are wondering whether Apple at around US$248 per share is still a fair deal or starting to look stretched, you are not alone. The stock is down 3.8% over the last week and 8.8% over the last month, although it is still up 11.5% over the past year and 75.1% over three years, with a 5 year return of 86.1%. Recent headlines around Apple have continued to focus on its position as a major US tech company, with recurring attention on its products, ecosystem and role in global equity...

Why Kimberly-Clark Stock Is On Investors’ Radar Today Kimberly-Clark (KMB) has drawn fresh attention after recent share moves, with the stock up about 2% over the past month but showing a roughly 14% decline over the past 3 months. See our latest analysis for Kimberly-Clark. At around US$102 per share, Kimberly-Clark has seen short term share price strength, with a 2.08% 30 day share price return. However, that sits against a 14.08% 90 day share price decline and a 16.26% 1 year total...

Earlier this week, President Donald Trump filed a US$5 billion lawsuit against JPMorgan Chase and CEO Jamie Dimon, alleging his personal and business accounts were closed for political reasons following the January 6, 2021 events, claims the bank rejects as meritless, saying accounts are only closed due to legal or regulatory risks. The dispute has quickly expanded beyond a single client relationship into a broader flashpoint over alleged “political debanking,” drawing regulatory, legal and...

In January 2026, Credit Acceptance Corporation extended its Term ABS 2021-1 asset-backed non-recourse financing, keeping the US$100.0 million facility revolving until January 18, 2028 and reducing its interest cost from SOFR plus 220 basis points to SOFR plus 140 basis points, with no other material changes. This extension and lower spread can influence Credit Acceptance’s funding flexibility and interest expense profile, potentially affecting how investors assess its capital structure and...

If you are wondering whether CompoSecure's share price still reflects fair value after its recent run, this article will walk through what the current market price might be implying about the business. The stock last closed at US$25.15, with returns of 29.7% over the past 30 days, 34.7% year to date, 97.7% over the past year, and a very large gain over three years that is a little more than 4x. Recent coverage has highlighted CompoSecure's position in secure payment and authentication...

Cadence Bank (CADE) has put up a clean set of FY 2025 numbers, with fourth quarter revenue at US$500.4 million and EPS at US$0.76, while trailing twelve month revenue came in at US$1.9 billion and EPS at US$2.83. Over recent periods the bank has seen revenue move from US$435.7 million in Q4 2024 to US$500.4 million in Q4 2025, with quarterly EPS stepping from US$0.70 to US$0.76. This sets the stage for investors to focus on how consistently the bank converts that income into margins and long...

Earlier this week, Astera Labs announced an expanded Scorpio X-Series roadmap that adds higher radix, in-network computing, Hypercast technology, optical connectivity, and platform-specific protocols, co-developed with hyperscalers to address rapidly scaling AI data center workloads. A key insight is that Astera Labs is positioning itself at the heart of the merchant scale-up switching market, which industry sources project could reach about US$20.00 billion by 2030. We will now look at how...

Wondering whether Rigetti Computing shares still offer value after their big swings, or if the price already reflects the story you are buying into today. The stock closed at US$24.96, with returns of 1.1% over the last 7 days, a 0.6% decline over 30 days, 5.8% year to date, 85.3% over 1 year, and a very large gain over 3 years. Recent coverage has focused on Rigetti Computing's position in quantum computing and how the company fits into broader interest in this area. This has kept investor...

For investors considering whether Welltower's current share price aligns with its underlying value or whether expectations have run ahead of reality, this article walks through what the numbers are actually indicating. The stock closed at US$181.96, with a 3.3% decline over the last 7 days and a 2.6% decline over the last 30 days. The 1 year return is 40%, and the 3 year and 5 year returns are approximately 2.6x and 3.4x respectively. Recent news coverage has focused on Welltower as a large...

Fulton Financial (FULT) has wrapped up FY 2025 with fourth quarter revenue of US$333.1 million and basic EPS of US$0.53, alongside net income of US$96.4 million, setting the tone for how the full year is being assessed. The company has seen trailing 12 month revenue move from US$1.15 billion at the end of 2024 to US$1.28 billion by the fourth quarter of 2025, with TTM EPS rising over the same window from US$1.59 to US$2.10. This frames the latest print against a steadily building earnings...

Atlassian (TEAM) is back in focus after two key moves: a 15% price change for Data Center subscriptions through its Ascend program and the appointment of Google executive Anil Sabharwal to its board. See our latest analysis for Atlassian. Despite the recent pricing update and board change, Atlassian’s share price return over the past month and quarter has been weak, and the 1 year total shareholder return of a 51.66% decline highlights how sentiment has cooled even as debate builds around its...

USL and MLS partnership brings SiteOne into the soccer spotlight SiteOne Landscape Supply (SITE) is drawing fresh attention after becoming the Official Landscape Supply Partner of the United Soccer League, with a multi year agreement that also extends across major MLS properties. The partnership blends broad media exposure, club level activations and community field refurbishment programs. This gives investors a new angle on how SiteOne is positioning its brand with sports organizations and...