U.S. Tech Hardware Stock News

NasdaqGS:VRNS
NasdaqGS:VRNSSoftware

Varonis Systems (VRNS) Losses Persist In FY 2025 Challenging Growth Focused Bullish Narratives

Varonis Systems (VRNS) has wrapped up FY 2025 with Q4 revenue of US$173.4 million and a basic EPS loss of US$0.24, alongside trailing twelve month revenue of US$623.5 million and a TTM basic EPS loss of US$1.13. Over recent quarters, the company has seen quarterly revenue move from US$148.1 million in Q3 2024 to US$161.6 million in Q3 2025 and then US$173.4 million in Q4 2025, while quarterly basic EPS losses widened from US$0.12 in Q4 2024 to US$0.32 in Q2 2025 before narrowing to US$0.24 in...
NYSE:GNL
NYSE:GNLREITs

Global Net Lease 2025 Return Of Capital Dividends And Valuation Discount

Global Net Lease, NYSE:GNL, has stated that all dividends paid in 2025 on its common and preferred stock will be treated as nondividend distributions. These payments will be classified as return of capital for tax purposes, directly affecting how shareholders report income. The change applies to every dividend in the 2025 tax year, influencing cost basis calculations for current and future investors. For Global Net Lease investors, this tax shift comes as the stock trades at $9.47, with a...
NYSE:FBIN
NYSE:FBINBuilding

Is Fortune Brands Innovations (FBIN) Quietly Recasting Its Moat Around Pro-Grade Connected Security Solutions?

Yale and Master Lock, brands within Fortune Brands Innovations, recently introduced new smart lock solutions for professional customers, expanding the Yale Pro 2 range for multi-family housing and adding two commercial-focused Master Lock smart locks now available to property managers and facility operators. This push into professionally installed smart security for multi-family and commercial buildings highlights Fortune Brands Innovations’ focus on higher-value, connected hardware...
NYSE:HRB
NYSE:HRBConsumer Services

H&R Block (HRB) Seasonal Q2 Loss Tests Bullish Margin Narrative

H&R Block (HRB) has just reported Q2 2026 results with revenue of US$198.9 million and a basic EPS loss of US$1.91, alongside trailing 12 month EPS of US$4.67 on revenue of US$3.8 billion. Over the past six reported quarters, quarterly revenue has ranged from US$179.1 million to US$2.3 billion, while basic EPS has swung between a loss of around US$1.91 and a profit of US$5.38. This pattern underscores the seasonality in its tax preparation business. For investors, that mix of tax season...
NasdaqGS:CPRT
NasdaqGS:CPRTCommercial Services

Assessing Copart (CPRT) Valuation After New Credit Facility And Strong Quarterly Results

Copart (CPRT) is back in focus after securing a new US$1.25b unsecured revolving credit facility and reporting year over year revenue and net income growth in its latest quarterly results. See our latest analysis for Copart. Recent trading has been choppy, with a 3.13% 1 day share price return and a 4.22% 30 day share price return. However, the 1 year total shareholder return shows a decline of 31.61%, which contrasts with positive 3 and 5 year total shareholder returns of 16.76% and 36.08%...
NYSE:RKT
NYSE:RKTDiversified Financial

Assessing Rocket Companies (RKT) Valuation After Volatile Trading And CEO’s Upbeat Mortgage Update

Rocket Companies (RKT) has experienced a roller coaster of sharp moves tied to interest rate worries, changes in Federal Reserve leadership, and weak peer earnings, followed by a rebound after upbeat commentary from its CEO. See our latest analysis for Rocket Companies. These swings sit against a backdrop where the 90 day share price return of 28.12% contrasts with a modest year to date gain of 0.60%. Meanwhile, the 1 year total shareholder return of 66.42% and 3 year total shareholder return...
NYSE:PCOR
NYSE:PCORSoftware

Can Procore Technologies (PCOR) Turn FedRAMP Authorization Into a Durable Public-Sector Moat?

In January 2026, Procore Technologies announced that its Procore for Government solution achieved FedRAMP Moderate Authorization, enabling secure management of U.S. federal construction projects and Controlled Unclassified Information for agencies and their contractors. This authorization opens the door for Procore to serve a large share of public infrastructure work, where aging, fragmented systems have long complicated project delivery, compliance, and oversight. Next, we’ll examine how...
NYSEAM:IE
NYSEAM:IEMetals and Mining

Assessing Ivanhoe Electric (IE) Valuation After SQM Copper Exploration Agreement

Ivanhoe Electric (IE) shares are in focus after the company signed a Collaboration and Exploration Agreement with Sociedad Quimica y Minera de Chile to search for large copper deposits across SQM’s northern Chile concessions. See our latest analysis for Ivanhoe Electric. The SQM agreement comes after a strong run in Ivanhoe Electric’s share price, with a 30 day share price return of 16.7% and a 90 day share price return of 49.9%. The 1 year total shareholder return of 219.8% points to...