U.S. Tech Hardware Stock News

NasdaqGS:SBAC
NasdaqGS:SBACSpecialized REITs

SBA Communications (SBAC) Earnings Margin Expansion Challenges Cautious Narratives On Profit Sustainability

SBA Communications (SBAC) closed out FY 2025 with Q4 revenue of US$719.6 million and basic EPS of US$3.48, while trailing twelve month revenue came in at about US$2.8 billion with EPS of US$9.83. Over that same trailing period, net income excluding extra items moved from US$749.5 million to US$1.05 billion, and EPS tracked from US$6.96 to US$9.83, providing a view of how the top and bottom lines have been scaling together. For investors, the combination of higher net margin and a steady...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

Reassessing CoStar Group (CSGP) After A 41% One Year Share Price Slide

If you are wondering whether CoStar Group's share price still matches its long term potential, it helps to step back and look closely at what the current market price might be implying about the business. After a last close of US$44.63, the stock has seen sizeable declines, with returns of 10.5% over 7 days, 31.5% over 30 days, 32.1% year to date and 41.5% over 1 year, while the 3 and 5 year returns sit at 38.4% and 44.1% respectively. Recent headlines around CoStar Group have focused on its...
NasdaqGS:ACLX
NasdaqGS:ACLXBiotechs

Arcellx (ACLX) Posts US$228.9m TTM Loss Testing Bullish Profitability Narratives

Arcellx (ACLX) closed FY 2025 with fourth quarter revenue of US$1.7 million and a basic EPS loss of US$1.00, alongside a quarterly net loss of US$58.1 million. On a trailing 12 month basis, revenue was US$22.3 million with a basic EPS loss of US$4.07 and a net loss of US$228.9 million. Over the past several quarters, the company has reported quarterly revenue ranging from US$26.0 million in Q3 2024 to US$1.7 million in Q4 2025, with basic EPS losses moving between US$0.48 and US$1.13 over the...
NYSE:THR
NYSE:THRElectrical

Is It Too Late To Consider Thermon Group Holdings (THR) After Its Strong Share Price Run?

If you are wondering whether Thermon Group Holdings is still attractively priced or already reflecting most of its potential, you are in the right place for a valuation-focused look at the stock. The share price, last closing at US$50.78, comes with a mixed return profile, with a 0.5% decline over 7 days, a 16.9% gain over 30 days, 34.9% year to date, 72.1% over 1 year, 84.6% over 3 years and 136.7% over 5 years. Recent price action sits alongside ongoing news flow around Thermon Group...
NYSE:GOLD
NYSE:GOLDRetail Distributors

The Bull Case For Gold.com (GOLD) Could Change Following Major Credit Facility Expansion Learn Why

On February 13, 2026, Gold.com, Inc. entered into a first amendment to its amended and restated credit agreement, lifting its revolving credit commitments to US$427.5 million and raising limits on secured leases, ownership-based financing, and inventory-related exposures. This expanded borrowing capacity and higher financing thresholds give Gold.com more room to fund operations, inventory, and potential growth initiatives without renegotiating core lending terms. We’ll now examine how...
NasdaqGS:QRVO
NasdaqGS:QRVOSemiconductor

Assessing Qorvo (QRVO) Valuation After Better Than Expected Q3 Results And Upbeat Outlook

Qorvo (QRVO) shares were in focus after the company reported fiscal third quarter 2026 results, with adjusted earnings and revenue above estimates, supported by flagship smartphone content, Wi-Fi and automotive ultra-wideband, and defense and aerospace demand. See our latest analysis for Qorvo. Qorvo's latest results and outlook have come against a mixed backdrop for investors, with the 1 month share price return of 7.41% contrasting with a year to date share price decline of 3.91%. The 1...
NasdaqGS:AVPT
NasdaqGS:AVPTSoftware

AvePoint (AVPT) Profitability Turn Tests Rich 66.9x P/E Narrative

AvePoint (AVPT) has just wrapped up FY 2025 with Q4 revenue of US$114.7 million and basic EPS of US$0.07, alongside net income of US$15.6 million. The company has seen quarterly revenue move from US$88.8 million in Q3 2024 to US$114.7 million in Q4 2025, while basic EPS shifted from a loss of US$0.09 in Q4 2024 to US$0.07 in Q4 2025, setting up a cleaner profitability profile across the trailing twelve months. Over that period, revenue reached US$419.5 million and basic EPS was US$0.17. With...
NasdaqGM:FLGT
NasdaqGM:FLGTHealthcare

Fulgent Genetics (FLGT) Loss Widening In Q4 2025 Tests Bullish Growth Narratives

Fulgent Genetics (FLGT) just posted its FY 2025 numbers, with fourth quarter revenue of US$83.3 million and a basic EPS loss of US$0.76, alongside net income excluding extra items at a loss of US$23.4 million. The company has seen quarterly revenue move from US$76.2 million in Q4 2024 to US$83.3 million in Q4 2025, while basic EPS shifted from a loss of US$0.19 to a loss of US$0.76 over the same stretch. This sets up a results season where the key question is how much of that top line is...
NYSE:HAL
NYSE:HALEnergy Services

Halliburton Expands Global Tech Partnerships As Valuation Signals Potential Upside

Halliburton (NYSE:HAL) has expanded its international technology partnerships, including a new collaboration with PT Pertamina in Indonesia. The company is also involved in Aramco's Jafurah natural gas megaproject in Saudi Arabia. These agreements focus on deploying advanced oilfield technologies in key emerging markets. For investors watching NYSE:HAL, these moves come as the stock trades around $36.0, with a 1-year return of 40.6% and a 5-year return of 64.9%. The company is using large...
NasdaqGS:HEPS
NasdaqGS:HEPSMultiline Retail

Hepsiburada (HEPS) Q4 Loss Worsening Tests Bullish Margin Improvement Narrative

D-Market Elektronik Hizmetler ve Ticaret (NasdaqGS:HEPS) has wrapped up FY 2025 with Q4 revenue of approximately ₺30.3b and a net loss of about ₺3.2b, capping a year in which trailing twelve month revenue reached roughly ₺84.7b alongside a total net loss of around ₺5.7b. The company reported quarterly revenue increasing from about ₺20.4b in Q4 2024 to ₺30.3b in Q4 2025, while quarterly net losses widened from roughly ₺724m to about ₺3.2b over the same period. EPS on a trailing twelve month...
NYSE:NNI
NYSE:NNIConsumer Finance

Nelnet (NNI) Margin Strength In FY 2025 Challenges Cautious Community Narratives

How Nelnet's FY 2025 Numbers Landed Nelnet (NNI) has wrapped up FY 2025 with fourth quarter revenue of US$348.3 million and basic EPS of US$1.60, anchored by net income of US$57.8 million as investors weigh that against a trailing twelve month EPS of US$11.79 on US$1.68 billion of revenue. Over the past two reported years in this data set, quarterly revenue has ranged from US$289.7 million in Q3 2024 to US$516.1 million in Q2 2025, while basic EPS has moved between US$0.07 and US$4.97. This...
NasdaqGS:DHIL
NasdaqGS:DHILCapital Markets

Diamond Hill Investment Group (DHIL) Margin Expansion Challenges Bearish Earnings Narratives

Diamond Hill Investment Group (DHIL) closed out FY 2025 with Q4 revenue of US$36.6 million and basic EPS of US$3.43, while trailing 12 month figures stood at US$147.1 million of revenue and EPS of US$17.91, underpinned by 12.9% earnings growth over the last year. The company has seen revenue move from US$151.1 million and EPS of US$15.66 on a trailing basis in FY 2024 to the latest US$147.1 million and US$17.91, alongside net income of US$48.8 million over the same trailing period. With net...
NasdaqGS:BIDU
NasdaqGS:BIDUInteractive Media and Services

Assessing Baidu (NasdaqGS:BIDU) Valuation After Recent Share Price Weakness And Strong 1-Year Return

Recent performance snapshot Baidu (NasdaqGS:BIDU) has drawn investor attention after a one-month return of about a 21% decline, alongside a roughly 6% gain over the past three months and a 1-year total return of about 44%. See our latest analysis for Baidu. At a share price of US$124.42, Baidu’s recent 21% one month share price decline and softer 7 day performance suggest momentum has cooled, even though the 1 year total shareholder return of about 44% remains much stronger than its longer...
NasdaqGM:MNKD
NasdaqGM:MNKDBiotechs

MannKind (MNKD) Margin Compression To 1.7% TTM Net Margin Fuels Bearish Narratives

MannKind (MNKD) has wrapped up FY 2025 with fourth quarter revenue of US$112 million and a basic EPS loss of US$0.05, setting a clear focal point for investors watching how its income statement is evolving. Over recent periods the company has seen revenue move from US$70 million in Q3 2024 to US$82 million in Q3 2025, while quarterly EPS has ranged from US$0.04 in Q1 2025 to a small profit of US$0.03 in Q3 2025 before this latest loss. This puts the spotlight firmly on how durable its margins...
NYSE:HRB
NYSE:HRBConsumer Services

Shorter Tax Window Puts H&R Block’s Small Business Expertise In Focus

New legislation reduces the required holding period for certain small business stock investments from five years to three years for partial capital gains tax relief. H&R Block (NYSE:HRB) is providing expert commentary through its Small Business Tax Director on what the shorter holding period could mean for investors and entrepreneurs. The changes are expected to influence tax planning decisions for small business owners and investors evaluating long term equity stakes. H&R Block, known...
NasdaqGS:TROW
NasdaqGS:TROWCapital Markets

Is T. Rowe Price (TROW) Attractive After Recent Share Price Weakness?

If you are wondering whether T. Rowe Price Group shares offer fair value at around US$94.63, this article walks through what the numbers suggest and how to think about the price you are paying. The stock has seen a 0.8% decline over the last week, a 10.1% decline over the last month, a 9.6% decline year to date, and a 5.7% decline over the last year. The 3 year and 5 year returns stand at a 4.0% decline and a 31.8% decline respectively. Recent market attention on asset managers has focused...
NasdaqGS:OPK
NasdaqGS:OPKHealthcare

OPKO Health (OPK) Loss Worsens To US$0.30 TTM EPS Challenging Turnaround Narratives

OPKO Health (OPK) just closed out FY 2025 with Q4 revenue of US$148.45 million, basic EPS of a US$0.04 loss, and quarterly net income excluding extra items showing a loss of US$31.26 million, set against trailing twelve month revenue of US$606.88 million and a loss of US$225.68 million on the same basis. The company has seen quarterly revenue move from US$183.64 million and basic EPS of US$0.02 in Q4 2024 to US$148.45 million and basic EPS of a US$0.04 loss in Q4 2025, while trailing twelve...
NYSE:ALEX
NYSE:ALEXREITs

Alexander & Baldwin (ALEX) Q4 FFO Loss Challenges Bullish Hawaii REIT Narratives

Alexander & Baldwin (ALEX) has wrapped up FY 2025 with fourth quarter revenue of US$43.8 million and basic EPS of US$0.05, alongside trailing twelve month revenue of US$206.7 million and EPS of US$0.89. Over the last six quarters, the company has seen quarterly revenue move from US$63.2 million in Q4 2024 to US$56.8 million in Q1 2025 and down to US$43.8 million in Q4 2025, while quarterly EPS moved from US$0.18 to US$0.29 and then US$0.05. This sets up a mixed backdrop for a stock trading at...
NasdaqGS:OPEN
NasdaqGS:OPENReal Estate

Opendoor Turnaround Shows AI Progress But Valuation And Losses Raise Questions

Opendoor Technologies (NasdaqGS:OPEN) is reporting progress on its turnaround, with faster inventory turns, more home acquisitions, and early benefits from AI tools. The company recently highlighted a 46% increase in home acquisitions, better resale velocity, and tighter inventory management despite a tough housing market. Management is also rolling out an AI driven operating model and a beta mortgage product as it leans into an e commerce style platform for residential real estate. For...
NasdaqGM:CAMT
NasdaqGM:CAMTSemiconductor

Why Camtek (CAMT) Is Up 13.0% After Issuing Bullish 2026 Outlook On AI-Focused Growth

In February 2026, Camtek Ltd. reported its fourth‑quarter 2025 results, with sales rising to US$128.12 million and net income to US$35.9 million, alongside higher quarterly earnings per share than a year earlier. Despite full‑year 2025 net income dropping to US$50.72 million even as sales grew to US$496.07 million, management issued upbeat 2026 guidance, highlighting expected double‑digit revenue growth supported by a solid backlog and customer pipeline. We’ll now examine how Camtek’s...
NasdaqGS:HOOD
NasdaqGS:HOODCapital Markets

Robinhood Chain And New Fund Expand Access While Valuation Signals Caution

Robinhood Markets (NasdaqGS:HOOD) has launched Robinhood Chain, its own blockchain designed to support expanded crypto trading and tokenized assets. The company has also introduced Robinhood Ventures Fund I, a new vehicle aimed at giving retail investors access to private company investments. Both offerings are being rolled out as part of a broader push to widen Robinhood's product set for individual investors. Robinhood, best known for its zero commission stock and crypto trading app, is...
NasdaqGS:OKTA
NasdaqGS:OKTAIT

Okta Security Leadership Award Draws Attention To Valuation And Growth Story

Okta's SVP & CTO Steve Williams received the Leadership ORBIE Award at the 2026 DallasCISO ORBIE Awards. The award recognizes Williams for leadership and impact on enterprise security. The recognition spotlights Okta's role in identity and access management and enterprise security transformation. For investors watching NasdaqGS:OKTA, this recognition comes as identity and access management remains an area of focus for organizations that prioritize secure user access and authentication...
NasdaqGS:APLD
NasdaqGS:APLDIT

Applied Digital Faces CoreWeave Dependence And Contract Risks For Future Revenue

Applied Digital (NasdaqGS:APLD) faces material risk from heavy reliance on a single major tenant, CoreWeave, for a substantial share of its future revenue. CoreWeave is currently unprofitable and highly leveraged, which raises concerns about its long term ability to meet multi year commitments. Many of Applied Digital’s leases include termination clauses that allow tenants to walk away without penalty if construction milestones are not met. The company has taken on a large amount of debt...
NasdaqGM:ZLAB
NasdaqGM:ZLABBiotechs

Zai Lab (NasdaqGM:ZLAB) Loss Per Share Narrows To US$1.60 And Tests Bearish Narratives

Zai Lab (NasdaqGM:ZLAB) closed out FY 2025 with fourth quarter revenue of US$127.6 million and a basic EPS loss of US$0.46. Trailing 12 month figures show revenue of US$460.2 million and a basic EPS loss of US$1.60. Over recent periods the company has seen revenue range from US$102.3 million in Q3 2024 to US$127.6 million in Q4 2025, with quarterly basic EPS losses moving between US$0.33 and US$0.80. This sets up a picture where scale is building but margins are still under pressure for...