U.S. Tech Hardware Stock News

NYSE:FDX
NYSE:FDXLogistics

Is It Too Late To Consider FedEx (FDX) After Its Strong Share Price Run?

If you are wondering whether FedEx is still reasonably priced after its run, this article will walk through what the current share price might be implying about the company. FedEx shares last closed at US$363.96, with returns of 13.8% over 7 days, 18.2% over 30 days, 24.2% year to date, 44.0% over 1 year, 86.1% over 3 years, and 57.5% over 5 years that many investors are watching closely. Recent attention on FedEx has been shaped by broader interest in global shipping and logistics, as...
NYSE:WES
NYSE:WESOil and Gas

Western Midstream’s Aris Water Deal Reshapes Delaware Basin Value Case

Western Midstream Partners (NYSE:WES) has completed its acquisition of Aris Water Solutions, expanding its water management footprint in the Delaware Basin. The deal includes extended infrastructure agreements with key producers, aimed at securing long term volume commitments and operational scale. Management expects the transaction to be accretive, with potential cost efficiencies and stronger cash generation from the combined water platform. With WES units last closing at $41.26, the...
NYSE:ALB
NYSE:ALBChemicals

Albemarle (ALB) Valuation Check As Earnings Upgrades Lift Expectations For Q4 Results

Analysts have recently raised their earnings estimates for Albemarle (ALB), and the stock is drawing attention as investors look ahead to the upcoming fourth quarter report and the possibility of an earnings surprise. See our latest analysis for Albemarle. Albemarle’s share price has been volatile in the run up to its fourth quarter results, with a 7.22% one day and 13.40% seven day share price decline, yet a 61.02% 90 day share price return and 102.19% one year total shareholder return...
NasdaqGM:TMDX
NasdaqGM:TMDXMedical Equipment

Assessing TransMedics Group (TMDX) Valuation As Its Organ Care System And Service Model Gain Momentum

TransMedics Group (TMDX) is in focus after its Organ Care System gained broader traction, supported by multiple FDA approvals, a shift toward a recurring full service model and plans for kidney and international market expansion. See our latest analysis for TransMedics Group. Despite the recent 7 day share price return of a 6.74% decline and a softer 30 day move, TransMedics Group’s 1 year total shareholder return of 76.33% and 5 year total shareholder return of 332.72% point to strong longer...
NYSE:EG
NYSE:EGInsurance

Everest Group (EG) Margin Improvement Reinforces Bullish Narratives Despite Forecast Revenue Declines

Everest Group (EG) has just closed out FY 2025 with fourth quarter revenue of US$4.4b and basic EPS of US$10.77, alongside trailing 12 month EPS of US$37.80 on revenue of US$17.5b that tracks a year earlier TTM revenue base of US$17.2b and EPS of US$31.80. Over the past few reported quarters, revenue has moved in a tight band between US$4.3b and US$4.5b while quarterly EPS has ranged from US$4.92 to US$16.08, giving investors plenty to consider in terms of earnings power and the quality of...
NYSE:CPK
NYSE:CPKGas Utilities

Chesapeake Utilities (CPK) Valuation Check After Recent Share Price Momentum And Infrastructure Investment Plan

What Chesapeake Utilities Stock’s Recent Moves May Be Telling You Chesapeake Utilities (CPK) has quietly put up a mixed set of returns, with gains over the past month and past year offset by a modest decline across the past 3 months. This performance is prompting a closer look at the stock’s profile. See our latest analysis for Chesapeake Utilities. With the share price at $131.99, Chesapeake Utilities has seen short term momentum build with a 1 month share price return of 8.4%, while the 1...
NasdaqGS:EQIX
NasdaqGS:EQIXSpecialized REITs

Equinix (EQIX) Valuation Check As Earnings Optimism Builds On Expected EPS And Revenue Growth

Equinix (EQIX) is back in focus as investors watch for its February 11, 2026 earnings release, with expectations for higher year over year earnings per share and revenue shaping near term sentiment. See our latest analysis for Equinix. At a share price of US$807.46, Equinix has seen mixed momentum recently, with a 30 day share price return of 2.46% but a 1 year total shareholder return decline of 11.97%, suggesting enthusiasm around the upcoming earnings report sits against a softer longer...
NYSE:ECL
NYSE:ECLChemicals

Is It Too Late To Consider Ecolab (ECL) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether Ecolab is still fairly priced after a strong run, this article walks through what the current market price might be implying about the stock's value. The shares recently closed at US$287.19, with returns of 1.5% over 7 days, 5.8% over 30 days, 9.3% year to date, 16.0% over 1 year, 103.5% over 3 years and 40.2% over 5 years, which can influence how investors think about both potential and risk. Recent news around Ecolab has focused on its role as a major player in...
NYSE:PKG
NYSE:PKGPackaging

Packaging Corporation of America (PKG) Is Up 5.3% After Q4 Miss, Greif Integration Costs and Price Hike

Packaging Corporation of America recently reported fourth-quarter 2025 results, with sales rising to US$2,363.6 million while net income and earnings per share from continuing operations fell versus the prior year, and issued first-quarter 2026 earnings guidance of US$2.20 per share. Management attributed the weaker profitability to higher operating and maintenance costs, lower production and sales volumes, and integration expenses tied to the Greif containerboard acquisition, while also...
NYSE:AVB
NYSE:AVBResidential REITs

AvalonBay Communities (AVB) Q4 FFO Loss Challenges Bullish Apartment REIT Narratives

AvalonBay Communities (AVB) has wrapped up FY 2025 with Q4 revenue of US$767.3 million and basic EPS of US$1.17, alongside net income of US$166.4 million, while trailing twelve month revenue reached about US$3.0 billion with EPS of US$7.40 and net income of US$1.1 billion. Over recent periods the company has seen quarterly revenue move from US$744.8 million in Q1 2025 to US$767.3 million in Q4 2025, with basic EPS ranging between US$1.66 and US$2.68 along the way. This gives investors a...
NasdaqGS:NEOG
NasdaqGS:NEOGMedical Equipment

Is Neogen (NEOG) Mispriced After Its Recent 51% Year To Date Rally

If you are wondering whether Neogen's current share price reflects its true worth, looking closely at how the market is valuing the business can help you frame your next move. The stock last closed at US$10.59, with returns of 3.7% over 7 days, 42.9% over 30 days and 51.3% year to date. The 1 year, 3 year and 5 year returns stand at a 0.7% decline, 46.6% decline and 75.7% decline respectively. Recent coverage around Neogen has focused on its position within the healthcare sector and how...
NasdaqGS:PDD
NasdaqGS:PDDMultiline Retail

Is It Time To Reassess PDD Holdings (PDD) After Recent Share Price Weakness?

If you are wondering whether PDD Holdings is attractively priced or already reflects its potential, you are not alone. This article is built to help you frame that question clearly. The stock recently closed at US$101.52, with returns of a 1.1% decline over 7 days, a 17.2% decline over 30 days, a 12.3% decline year to date and a 9.9% decline over 1 year, compared with an 8.1% gain over 3 years and a 49.2% decline over 5 years. Recent attention around PDD Holdings has centered on its position...
NYSE:FDS
NYSE:FDSCapital Markets

FactSet’s New AI Doc Ingest Spurs Interest In Undervalued Shares

FactSet Research Systems (NYSE:FDS) has introduced AI Doc Ingest for Cobalt, an AI-powered tool focused on private capital data workflows. The solution is being rolled out to clients across North America and Europe following early beta testing. Beta users report meaningful improvements in how portfolio company data is collected and processed. For you as an investor, this new release sits at the intersection of financial data and applied AI, an area drawing increasing attention from private...
NasdaqGS:LFUS
NasdaqGS:LFUSElectronic

Assessing Littelfuse (LFUS) Valuation After Market Optimism Despite Recent Net Loss

Littelfuse (LFUS) is back in focus after reporting a quarterly net loss, issuing new 2026 sales guidance of US$625 million to US$645 million, and affirming a US$0.75 per share cash dividend. See our latest analysis for Littelfuse. The share price is now US$331.88, and a 19.1% 1 month share price return and 36.6% 3 month share price return suggest momentum has picked up ahead of the new 2026 sales guidance. A 43.9% 1 year total shareholder return shows longer term holders have also been...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

Assessing SoFi Technologies (SOFI) Valuation As Growth Guidance And Institutional Upgrades Support 2026 Outlook

SoFi Technologies (SOFI) just posted its fourth quarter 2025 earnings, reporting net income of US$173.55 million and diluted EPS from continuing operations of US$0.13, compared with US$332.47 million and US$0.29 a year earlier. See our latest analysis for SoFi Technologies. Despite those earnings, SoFi’s recent share price performance has cooled, with a 1 day share price return of 6.22% decline and a 30 day share price return of 27.87% decline. At the same time, its 1 year total shareholder...
NasdaqGS:TROW
NasdaqGS:TROWCapital Markets

Is It Time To Reassess T. Rowe Price (TROW) After Recent Share Price Weakness?

If you are looking at T. Rowe Price Group and wondering whether the current share price reflects fair value, this article will walk through that question step by step. The stock last closed at US$92.06, with returns of 12.2% decline over 7 days, 15.5% decline over 30 days, 12.0% decline year to date, 13.0% decline over 1 year, 9.5% decline over 3 years, and 29.8% decline over 5 years, which may influence how you think about both risk and potential opportunity. Recent news around asset...
NYSE:YALA
NYSE:YALAInteractive Media and Services

How Investors May Respond To Yalla Group (YALA) Partnering With Saudi Esports Federation On eLeague 2026

Yalla Group Limited recently announced a partnership with the Saudi Esports Federation, under which it will serve as Official Event Partner of the Saudi eLeague 2026 while supporting the Women's Saudi eLeague and co-launching a talent development program with the Saudi Esports Academy. This collaboration aligns Yalla with Saudi Arabia's Vision 2030 and the National Gaming and Esports Strategy, positioning the company at the center of efforts to expand an inclusive, locally developed esports...
NasdaqGS:WTW
NasdaqGS:WTWInsurance

Assessing Willis Towers Watson (WTW) Valuation After Recent Mixed Share Performance

Why Willis Towers Watson Is On Investors’ Radar Today Willis Towers Watson (WTW) has recently caught attention after a mixed stretch in its share performance, with a slight 1 day pullback, modest gains over the past week, and a small month decline. See our latest analysis for Willis Towers Watson. At a share price of US$327.32, Willis Towers Watson sits near flat on a year to date share price return. Its 1 year total shareholder return of 1.25% and 3 year total shareholder return of 42.33%...
NYSE:GEO
NYSE:GEOCommercial Services

Has GEO Group (GEO) Fallen Too Far Given DCF And P/E Valuation Signals

If you are wondering whether GEO Group is attractively priced right now or if the recent share moves are a warning sign, this article walks through what the current price might be implying. The stock closed at US$15.48, with returns of a 5.3% decline over the last 7 days, a 4.0% decline over 30 days, a 2.8% decline year to date, a 43.8% decline over 1 year, but gains of 28.6% over 3 years and 75.7% over 5 years, which gives a mixed picture for anyone thinking about risk and reward. Recent...
NYSE:TREX
NYSE:TREXBuilding

Trex’s Outlook Cut And Margin Caution Might Change The Case For Investing In Trex Company (TREX)

Trex Company, the world’s largest producer of composite decking and railing, recently reported past-quarter net sales of US$285 million and adjusted EBITDA of US$90 million, but lowered its full-year 2025 outlook to US$1.15–US$1.16 billion in sales and 28.0–28.5% adjusted EBITDA margins amid softer Repair & Remodel demand. Management’s decision to cut production, normalize inventories, and flag potential 2026 gross margin headwinds from product mix and higher depreciation underscores a shift...
NYSE:SE
NYSE:SEMultiline Retail

Reassessing Sea Limited (NYSE:SE) Valuation After Recent Share Price Weakness

Why Sea (NYSE:SE) is drawing fresh attention Sea (NYSE:SE) is back on investor watchlists after a recent stretch of weak share performance, with the stock negative over the past week, month, past 3 months, year to date, and past year. This renewed focus comes as the Singapore headquartered group reports annual revenue of US$21.0b and net income of US$1.4b. The company operates across three core segments: e commerce, digital financial services, and digital entertainment. See our latest...
NasdaqGS:LIN
NasdaqGS:LINChemicals

Linde’s Clean Energy Expansion Tests Valuation And Long Term Growth Story

Linde (NasdaqGS:LIN) is accelerating its global clean energy plans with major hydrogen and ammonia projects in Germany and the U.S. The company agreed to acquire Middle East industrial gases company Airtec as part of its broader international expansion. Linde outlined up to $50b of future green investments across hydrogen, ammonia and related infrastructure. The group is increasing investment to support the commercial space launch sector in the U.S. CEO Sanjiv Lamba is set to assume the...
NasdaqGS:ADI
NasdaqGS:ADISemiconductor

Board Changes And Shareholder Proposal Shape Analog Devices Governance And AI Focus

Analog Devices (NasdaqGS:ADI) announced the planned retirement of board member Dr. Susie Wee at the 2025 annual meeting. The company appointed Dr. Yoky Matsuoka to its Board of Directors, expanding leadership experience in technology and product development. Shareholder John Chevedden submitted a proposal to change how shareholders can call special meetings, which the company has recommended voting against. Analog Devices, traded as NasdaqGS:ADI, operates in the semiconductor sector with a...
NasdaqGS:ZBIO
NasdaqGS:ZBIOBiotechs

A Look At Zenas BioPharma (ZBIO) Valuation After Positive Phase 3 INDIGO Data And CEO Share Purchase

Positive Phase 3 INDIGO data for obexelimab in IgG4-related disease, followed by a sizeable share purchase by CEO Leon Moulder, has put Zenas BioPharma (ZBIO) firmly on investors’ radar this week. See our latest analysis for Zenas BioPharma. The latest Phase 3 INDIGO readout and CEO share purchase come after a volatile stretch, with a 30 day share price return of 38.22% offsetting a 90 day share price decline of 37.49%, while the 1 year total shareholder return of 167.64% highlights how...