U.S. Tech Hardware Stock News

NYSE:KD
NYSE:KDIT

Kyndryl AI SAP Expansion And Hertz Deal Raise Long Term Questions

Kyndryl Holdings (NYSE:KD) has launched an SAP Transformations Center of Excellence that uses an AI driven approach to modernize customer systems. The company is working with Nova Intelligence to support AI based transformation services for SAP clients. Kyndryl has also extended its agreement with Hertz to modernize the car rental group's technology using cloud migration and advanced AI frameworks. For investors looking at Kyndryl as a managed infrastructure and IT services provider, these...
NYSE:VRTS
NYSE:VRTSCapital Markets

Virtus Expands Beyond Equities As Valuation Lags And Momentum Weakens

Virtus Investment Partners (NYSE:VRTS) is expanding into private markets through a majority stake in Keystone National Group and a minority investment in Crescent Cove. The firm is also launching new actively managed ETFs as it adjusts its product lineup alongside recent equity outflows. These moves reshape Virtus Investment Partners' business mix beyond its traditional equity focused strategies. For investors watching NYSE:VRTS, the timing of these steps comes after a period of weaker...
NYSE:DG
NYSE:DGConsumer Retailing

Dollar General Board Shift Raises Questions On Capital Allocation Priorities

Dollar General (NYSE:DG) has appointed David P. Rowland as chairman of the board. Longtime director Warren F. Bryant is set to retire from the board at the next annual meeting. This leadership transition represents a meaningful board refresh for the company. Dollar General operates a large chain of discount retail stores, with a focus on value focused shoppers across many U.S. communities. Board changes at a retailer of this size can influence how capital is allocated, how store formats...
NYSE:ANET
NYSE:ANETCommunications

Arista Expands AI Networking Story With Campus Upgrades And VESPA Launch

Arista Networks (NYSE:ANET) introduced major upgrades to its Cognitive Campus platform, targeting large scale WLAN mobility. The company launched Arista VESPA, a new offering aimed at expanded AI systems in enterprise and cloud environments. These product updates reflect Arista’s focus on AI driven networking solutions across campus and data center settings. Arista Networks, known for its cloud networking gear and software, is leaning further into AI centric use cases as enterprises rethink...
NasdaqGS:TLRY
NasdaqGS:TLRYPharmaceuticals

Tilray Brands Balances European Medical Push With U.S. Spirits Expansion

CC Pharma, Tilray Brands' European pharmaceutical distribution arm, was named a TOP 100 Innovator in Germany, highlighting its role in medical cannabis and broader pharma distribution. Breckenridge Distillery, a Tilray Brands spirits label, expanded its distribution through a new partnership in Illinois, increasing its presence in the U.S. market. For investors watching NasdaqGS:TLRY, these updates relate to two of the company’s key business lines: medical cannabis in Europe and branded...
NYSE:HPQ
NYSE:HPQTech

HP CEO Shift To PayPal Puts Focus On Guidance And Future Direction

HP (NYSE:HPQ) announced that CEO Enrique Lores is resigning to join PayPal. The board has appointed Bruce Broussard as interim CEO while it begins a search for a new chief executive. The leadership change comes as HP reaffirms its guidance and continues to face industry headwinds and analyst downgrades. HP, known for its personal systems, printing and related services, is working through a period where the broader PC and printing markets remain under pressure. The leadership change comes at...
NasdaqGS:WSBC
NasdaqGS:WSBCBanks

WesBanco (WSBC) Valuation Check After Earnings Miss And Acquisition Integration Update

Why WesBanco’s latest earnings moved the stock WesBanco (WSBC) shares reacted after fourth quarter results met revenue expectations but modestly missed non GAAP earnings, as management discussed acquisition integration, deposit trends, expense actions, and growth plans in newer markets. See our latest analysis for WesBanco. The share price reaction around earnings sits within a stronger recent trend, with a 7 day share price return of 6.02% and a 90 day share price return of 20.87%, while the...
NasdaqGM:IOVA
NasdaqGM:IOVABiotechs

Does The Recent Share Price Slump Make Iovance Biotherapeutics (IOVA) Look More Attractive?

If you are trying to work out whether Iovance Biotherapeutics is a bargain or a value trap at its current share price, you will want a clear view of what the market is actually paying for its future prospects. The stock last closed at US$2.36 and has posted returns of a 10.3% decline over 7 days, 7.5% decline over 30 days, 6.3% decline year to date, 59.9% decline over 1 year, 68.2% decline over 3 years and 95.1% decline over 5 years, which will influence how investors think about its risk...
NYSE:BHC
NYSE:BHCPharmaceuticals

Xifaxan Trial Setback Puts Bausch Health Growth Plans Under Review

Bausch Health Companies (NYSE:BHC) reported a significant setback after a phase 3 clinical trial for Xifaxan failed to support a planned label expansion. The trial aimed to widen approved uses of Xifaxan, a key product in the company’s gastroenterology portfolio. This outcome affects a planned growth avenue and comes as Bausch Health assesses ways to address future patent expiration risks. Bausch Health Companies, known for its diversified portfolio in eye health, gastroenterology and...
NYSE:DHI
NYSE:DHIConsumer Durables

Assessing D.R. Horton (DHI) Valuation After Renewed Investor Interest

Why D.R. Horton (DHI) is back on investors’ radar D.R. Horton (DHI) has attracted renewed attention after recent share price moves, with the stock showing mixed short term performance but double digit total returns over the past year and multi year periods. For investors watching the homebuilding space, D.R. Horton’s current share price around $158.13, its recent value score of 1, and its recorded revenue and net income figures are providing fresh context for reassessing the stock. See our...
NYSE:AB
NYSE:ABCapital Markets

Is AllianceBernstein (AB) Pricing Look Full After Strong Multi‑Year Share Price Gains

If you are wondering whether AllianceBernstein Holding is fairly priced or offering value at its current level, this article walks through the key signals that matter for long term investors. The stock last closed at US$42.36, with reported returns of 2.6% over 7 days, 7.0% over 30 days, 9.6% year to date, 28.4% over 1 year, 36.5% over 3 years and 66.0% over 5 years, which gives useful context before assessing what you are paying for today. Recent share price moves have been covered...
NYSE:SYY
NYSE:SYYConsumer Retailing

A Look At Sysco (SYY) Valuation After Earnings Beat And Strong January Outlook

Sysco (SYY) shares recently moved higher after the company reported quarterly results that aligned with revenue expectations and delivered slightly better adjusted earnings, supported by improving case volumes and disciplined expense control. See our latest analysis for Sysco. The recent earnings beat and upbeat commentary on January trading have been reflected in Sysco’s 30-day share price return of 15.89% and year to date share price return of 16.52%, while the 1-year total shareholder...
NasdaqGS:AVAV
NasdaqGS:AVAVAerospace & Defense

Is AeroVironment (AVAV) Quietly Rewriting Its Defense Story Around Biotech And Airspace Software?

In late January 2026, the U.S. Air Force awarded UES, a division of AeroVironment, a US$75,000,000, five-year task order under the FRESH program and completed initial operation of a new BVLOS airspace management facility integrating AV_Halo COMMAND with CAL Analytics' AAM platform in Ohio. Together, these projects extend AeroVironment’s role beyond unmanned aircraft into advanced biotechnology, responsive materials, and integrated airspace management, deepening its ties with the Air Force...
NYSE:DRD
NYSE:DRDMetals and Mining

DRDGOLD (NYSE:DRD) Valuation Check After Five Year Wage Agreement And Recent Share Price Pullback

DRDGOLD (DRD) recently concluded a five year wage agreement with the National Union of Mineworkers at its Ergo Mining operations, easing strike risks and giving investors clearer visibility on labour stability and production continuity. See our latest analysis for DRDGOLD. Despite the new five year wage agreement, DRDGOLD’s share price has come under pressure in the short term, with a 1 day share price return of a 5.1% decline and a 7 day share price return of a 12.6% decline. Its 90 day...
NYSE:MA
NYSE:MADiversified Financial

Is Mastercard’s 2025 Earnings Jump and Agent Suite Pivot Altering The Investment Case For MA?

Mastercard recently reported its full-year 2025 results, with sales rising to US$32.79 billion and net income reaching US$14.97 billion, alongside announcing a 4% workforce reduction, a US$200 million restructuring charge and completion of US$8.77 billion in share repurchases under its 2024 buyback authorization. At the same time, Mastercard is pushing further into AI-powered “agentic commerce” through its upcoming Mastercard Agent Suite, highlighting how payments, data services and advisory...
NasdaqGS:SNEX
NasdaqGS:SNEXCapital Markets

StoneX Group Q1 EPS Surge Tests Bullish Narratives On Thin 0.2% Margin

StoneX Group’s Q1 2026 earnings put recent growth in focus StoneX Group (SNEX) opened its new fiscal year with Q1 2026 revenue of about US$38.5b and basic EPS of US$2.75, setting the tone after a year where earnings were reported to have grown 30.7%. The company has seen quarterly revenue move from US$27.6b in Q1 2025 to US$38.5b in Q1 2026, while basic EPS over that stretch ranged from US$1.29 to US$2.75, alongside trailing twelve month EPS of US$7.21 backed by net income of US$349.4m. With...
NYSE:ARDT
NYSE:ARDTHealthcare

Is It Time To Reassess Ardent Health (ARDT) After A 42% One-Year Share Price Fall

If you are wondering whether Ardent Health's current share price reflects its real worth, this article will walk you through what the numbers are saying about value. The stock last closed at US$8.58, with a 4.1% return over the past 7 days, a 7.9% decline over the last 30 days, and a 0.7% decline year to date, compared with a 42.3% decline over the past year. Recent news flow around Ardent Health has largely centered on its position within the US healthcare sector and how investors are...
NYSE:NI
NYSE:NIIntegrated Utilities

A Look At NiSource (NI) Valuation As Shares Trade Near Narrative Fair Value Estimate

NiSource stock overview NiSource (NI) is on investors’ radar after recent trading left the shares at $43.93, with a 1 day return of 0.2% and a 7 day decline of 1.6%. Over the past month the stock shows a 4.9% gain and a 0.9% return in the past 3 months, against a backdrop of annual revenue of $6,327.1 million and net income of $893.5 million. See our latest analysis for NiSource. Recent share price momentum for NiSource has been modest, but the 18.2% 1 year total shareholder return and solid...
NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Arm’s Record AI Revenue Meets Lofty Valuation And Supply Risks

Arm Holdings (NasdaqGS:ARM) reported record third quarter revenue, supported by demand linked to AI and data center workloads. The company highlighted rapid uptake of its Compute Subsystems as it expands beyond mobile into AI, data center, automotive, and edge computing. Management pointed to new partnerships with major hyperscalers and industry players as a factor in broadening Arm's role in high growth compute markets. Arm also flagged ongoing chip and memory shortages as a potential...
NYSE:DQ
NYSE:DQSemiconductor

Daqo New Energy (DQ) Is Down 8.5% After GLJ Downgrade On China Polysilicon Concerns Has The Bull Case Changed?

In early February 2026, GLJ Research downgraded Daqo New Energy from Buy to Sell, citing concerns over China’s polysilicon supply-demand balance and uneven policy execution intended to curb excess capacity. The firm also projected that Daqo’s net losses could narrow in 2025 compared with 2024, highlighting operational improvement that contrasts with persistent industry headwinds. We’ll now examine how GLJ Research’s downgrade, driven by China’s polysilicon market uncertainties, shapes Daqo...
NYSE:GRC
NYSE:GRCMachinery

Gorman-Rupp Record 2025 Results And Cost Savings Plan Under Review

Gorman-Rupp (NYSE:GRC) reported record net sales, net income, and incoming orders for the full year 2025. The company outlined operational optimization efforts that are expected to bring cost savings and support improved profitability over time. The update highlights both financial performance and changes to the company’s operating footprint that are important for shareholders to monitor. For investors tracking NYSE:GRC, the latest update comes with the stock at $59.55 and a reported 60.4%...
NYSE:TXNM
NYSE:TXNMElectric Utilities

A Look At TXNM Energy (TXNM) Valuation As Shares Trade Near Analyst Fair Value Estimate

What TXNM Energy’s latest figures tell you TXNM Energy (TXNM) has kept a relatively steady share price in recent weeks, with a last close of $59.03 and total return of 22.38% over the past year. For context, the company reports annual revenue of $2.11b and net income of $176.92m, along with annual revenue growth of 6.16% and net income growth of 31.99%. These figures help frame its current valuation conversation. See our latest analysis for TXNM Energy. While the 1-day and 90-day share price...
NYSE:CIEN
NYSE:CIENCommunications

Ciena Joins S&P 500 As Hyperscale And 5G Growth Meets Lofty Valuation

Ciena (NYSE:CIEN) has been added to the S&P 500 index after 17 years. The inclusion reflects increased visibility for the company within major equity benchmarks. The move comes as Ciena supports hyperscale and 5G network build outs across Europe and Asia-Pacific. Ciena focuses on high capacity optical networking equipment and software that underpin global internet and telecom traffic. Its recent work with operators in Europe, including Telekom Srbija and Mtel, and projects with Trans...
NYSE:PAR
NYSE:PARSoftware

PAR Technology Deepens Restaurant Platform Push With Jack’s And Netchex

PAR Technology (NYSE:PAR) has expanded its partnership with Jack’s Family Restaurants, which will roll out a unified platform for point of sale, payments, loyalty, and hardware across about 300 locations. The company has also broadened its integrations with workforce management provider Netchex, linking restaurant operations more tightly with payroll and HR systems for multi location operators. PAR Technology is leaning into its role as a full stack restaurant tech provider at a time when...