U.S. Tech Hardware Stock News

NYSE:DCH
NYSE:DCHAuto Components

Is Dauch’s ESOP-Focused Shelf Registration And Capital Shift Altering The Investment Case For DCH?

Dauch Corporation, formerly American Axle & Manufacturing Holdings, Inc., recently rebranded, increased its share capital, and filed a US$41.71 million shelf registration for 5,250,000 common shares tied to an ESOP-related offering. These corporate actions collectively signal a reshaped capital structure and ownership framework that could influence how investors interpret the company’s long-term direction and governance. Next, we’ll examine how the ESOP-related shelf registration shapes...
NYSE:GRMN
NYSE:GRMNConsumer Durables

Garmin (GRMN) Valuation Check After Launch Of Varia RearVue 820 Cycling Radar Tail Light

Garmin (GRMN) is back on cyclists’ radar after launching the Varia RearVue 820, a new radar tail light that focuses on advanced vehicle tracking, threat alerts and longer runtime for road safety. See our latest analysis for Garmin. Despite the cycling launch grabbing attention, Garmin’s recent share price has eased, with a 30 day share price return of a 5.09% decline and a year to date share price return of a 1.85% decline, while the 3 year total shareholder return of 119.33% and 5 year total...
NYSE:ES
NYSE:ESElectric Utilities

A Look At Eversource Energy (ES) Valuation After Q3 Charge And Dividend Increase

Eversource Energy (ES) is back in focus after its Board of Trustees approved a quarterly dividend of $0.7875 per share, highlighting how income potential and clean energy risks now sit side by side for investors. See our latest analysis for Eversource Energy. The latest dividend decision lands after a mixed period for the stock, with a 1 year total shareholder return of 20.42% contrasting with weaker multi year total returns and a 7.27% 3 month share price decline. This suggests momentum has...
NYSE:KMPR
NYSE:KMPRInsurance

Kemper (KMPR) Underwriting Loss And Weaker Margins Challenge Bullish Earnings Growth Narratives

Kemper FY 2025 Results: Earnings Pressure Despite Solid Top Line Kemper (KMPR) has wrapped up FY 2025 with fourth quarter revenue of US$1.1 billion and a basic EPS loss of US$0.14, as net income excluding extra items came in at a loss of US$8 million. The company has seen quarterly revenue move from US$1.19 billion in Q1 2025 to US$1.23 billion in Q2 and US$1.24 billion in Q3, before landing at US$1.14 billion in Q4. Basic EPS shifted from US$1.56 in Q1 and US$1.14 in Q2 to losses of US$0.34...
NYSE:VEEV
NYSE:VEEVHealthcare Services

A Look At Veeva Systems (VEEV) Valuation After Tech Selloff And New QMS Customer Milestone

Why Veeva Systems Is Back in Focus Veeva Systems (VEEV) is drawing fresh attention after a sharp AI driven selloff in technology stocks coincided with new product milestones, including BioDlink’s recent go live on the company’s Veeva QMS platform. See our latest analysis for Veeva Systems. Despite customer wins like BioDlink’s QMS go live, Veeva’s share price has been under pressure, with a 30 day share price return of 22.71% and a 1 year total shareholder return of 23.21%, while the 3 year...
NYSE:COHR
NYSE:COHRElectronic

Coherent (COHR) EPS Rebound To US$0.87 Tests Bullish Growth Narratives

How Coherent’s Q2 2026 Numbers Set the Stage for the Next Chapter Coherent (COHR) has put fresh numbers on the table, with Q2 2026 revenue of about US$1.7b and basic EPS of US$0.87, giving investors a clean view of how the business is currently earning per share at its US$209.24 share price. The company has seen quarterly revenue move from US$1.43b in Q2 2025 to US$1.69b in Q2 2026, while basic EPS shifted from US$0.46 to US$0.87 over the same period, set against a trailing twelve month EPS...
NasdaqGS:LULU
NasdaqGS:LULULuxury

Has The Slide In Lululemon Athletica (LULU) Created A Valuation Opportunity Now

Wondering whether lululemon athletica's share price now reflects good value, or if it still has room to fall further, you are not alone. The stock closed at US$170.09, with returns of a 1.4% decline over 7 days, 21.2% decline over 30 days, 19.3% decline year to date, 58.7% decline over 1 year, 45.2% decline over 3 years, and 50.8% decline over 5 years, which will naturally raise questions about growth expectations and risk. Recent news coverage has focused on lululemon's position as a major...
NasdaqGS:CSGS
NasdaqGS:CSGSProfessional Services

CSG Systems International (CSGS) Margin Compression Tests Bullish Earnings Growth Narratives

CSG Systems International (CSGS) has wrapped up FY 2025 with fourth quarter revenue of US$323.1 million and basic EPS of US$0.25, alongside trailing twelve month revenue of about US$1.2 billion and EPS of US$2.02. Together these figures set a clear snapshot of its recent earnings power. Over recent quarters, the company has seen revenue move from US$295.1 million in Q3 2024 to US$316.7 million in Q4 2024 and then to US$323.1 million in Q4 2025. Over the same period, quarterly EPS shifted from...
NasdaqGS:EXC
NasdaqGS:EXCElectric Utilities

Will Exelon's (EXC) Award-Winning ComEd Efficiency Program Redefine Its Customer-Centric Investment Narrative?

The Midwest Energy Efficiency Alliance recently announced that Exelon subsidiary ComEd and Walker-Miller Energy Services will receive an Inspiring Efficiency Marketing Award for ComEd’s Energy Saving Kits portal and outreach program, which has provided free energy-efficient product kits to income-eligible customers since 2008 and delivered very large bill savings while cutting electricity use by 103 million megawatt-hours. This recognition underscores Exelon’s emphasis on energy efficiency...
NasdaqGS:CPB
NasdaqGS:CPBFood

Campbell Plant Closure Reshapes Cape Cod Chips Supply Chain Story

Campbell Soup Company, NasdaqGS:CPB, is closing its Hyannis, Massachusetts plant that produces Cape Cod potato chips. Production will be shifted to other Campbell facilities in different states, affecting jobs and local manufacturing activity on Cape Cod. The move represents a significant change in the company's supply chain footprint and its presence in the regional economy. Campbell, through its snack portfolio that includes Cape Cod potato chips, operates in a packaged foods segment...
NasdaqGS:CHKP
NasdaqGS:CHKPSoftware

Check Point’s Hendrick Motorsports Deal Puts Valuation And Momentum In Focus

Check Point Software Technologies and Hendrick Motorsports have announced a new cybersecurity partnership. The collaboration focuses on protecting Hendrick Motorsports' data driven racing operations and technology infrastructure. The agreement positions Check Point's cybersecurity tools within a high profile US motorsports setting. Check Point Software Technologies, trading on the NasdaqGS under the ticker CHKP, enters this partnership with Hendrick Motorsports as its shares trade around...
NYSE:SMR
NYSE:SMRElectrical

A Look At NuScale Power’s Valuation As SMR Approval Meets Delays And Dilution Concerns

Recent attention on NuScale Power (SMR) has centered on its Nuclear Regulatory Commission approved small modular reactor design, but delays, cancellations and limited near term revenue visibility are shaping how investors are reacting. See our latest analysis for NuScale Power. That backdrop of delays, cancellations and dilution worries is showing up in the price chart. NuScale’s 7 day share price return of 21.56% and 30 day return of 24.17% add to a 51.09% 90 day decline, while the 1 year...
NYSE:TUYA
NYSE:TUYASoftware

Tuya (NYSE:TUYA) Valuation Check After AI Toy Platform And Product Showcase At Spielwarenmesse 2026

Tuya (NYSE:TUYA) is back on investors’ radar after Spielwarenmesse 2026, where it highlighted AI-powered toys like the Nebula Plush AI Toy, AI robotic dogs, AI Clocks, and an end-to-end AI toy development platform. See our latest analysis for Tuya. Despite the product buzz, Tuya’s 1 year total shareholder return of about 37% decline and 3 year total shareholder return of about 24% decline show longer term pressure. The 1 month share price return of 8% decline suggests momentum has recently...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

Mondaycom CRM Milestone Highlights AI Work OS And Valuation Upside

monday.com (NasdaqGS:MNDY) is pushing ahead with its shift into a multi product, AI powered work operating system. The company reports that its CRM offering has hit a major milestone, alongside rising adoption among enterprise customers. This move signals a broader push beyond project management into AI driven tools and CRM for larger organizations. For investors watching software platforms, monday.com sits at the intersection of work management, CRM, and AI powered automation. The company...
NasdaqGS:SEDG
NasdaqGS:SEDGSemiconductor

Is It Time To Reassess SolarEdge (SEDG) After Its Sharp One Year Share Price Rebound

If you are wondering whether SolarEdge Technologies is starting to look attractively priced or still too risky, this article will walk through what the current share price really implies. The stock closed at US$33.29 recently, with returns of 8.2% over the last 30 days, 6.1% year to date, a 125.5% gain over the past year, and longer term 3 year and 5 year returns of 88.7% and 89.9% declines respectively. Recent commentary around SolarEdge has focused on its position in the solar equipment...
NYSE:OHI
NYSE:OHIHealth Care REITs

Omega Healthcare Investors (OHI) FFO Growth Reinforces Bullish Income Narratives For FY 2025

Omega Healthcare Investors (OHI) has rounded out FY 2025 with Q4 revenue of US$319.2 million and basic EPS of US$0.55, while trailing twelve month revenue came in at about US$1.2 billion and EPS at US$1.96. Over the past year, the company has seen revenue move from US$1.05 billion on a trailing basis at the end of Q4 2024 to about US$1.19 billion at the end of Q4 2025, with trailing EPS rising from US$1.57 to US$1.96 over the same window. With earnings up 45.2% over the past year and net...
OTCPK:ACGP
OTCPK:ACGPCapital Markets

Associated Capital Group (ACGP) One Off Gain Clouds FY 2025 Earnings Growth Story

Associated Capital Group (ACGP) has wrapped up FY 2025 with fourth quarter revenue of US$20.1 million and basic EPS of US$0.54. Trailing 12 month revenue sits at US$26.9 million and EPS at US$2.52, alongside earnings growth of 19.5% over the past year. Over recent periods the company has seen quarterly revenue move from US$5.2 million in Q4 2024 to US$2.1 million in Q1 2025, US$2.2 million in Q2, US$2.5 million in Q3 and then step up to US$20.1 million in Q4. Quarterly EPS has run from...
NasdaqGM:LUNR
NasdaqGM:LUNRAerospace & Defense

A Look At Intuitive Machines (LUNR) Valuation After Lanteris Deal And Growing NASA Contract Pipeline

Why Intuitive Machines is back on investor radar Intuitive Machines (LUNR) is drawing attention after acquiring Lanteris Space Systems, a move that takes the company beyond lunar landers into satellite and space defense markets alongside its NASA contract work. See our latest analysis for Intuitive Machines. The acquisition headlines arrive after a sharp pullback, with a 1-day share price return of 11% decline and a 7-day share price return of 29.6% decline, even though the 90-day share price...
NasdaqGS:ALGN
NasdaqGS:ALGNMedical Equipment

Align Technology (ALGN) Q4 EPS Beat Tests Bearish Earnings Narratives

Align Technology (ALGN) has wrapped up FY 2025 with Q4 revenue of US$1.0 billion and Basic EPS of US$1.89, setting the tone for how investors parse both the latest quarter and the trailing twelve month picture. Over recent quarters, the company has seen revenue shift from US$979.3 million in Q1 2025 to US$1.0 billion in Q4, while Basic EPS moved from US$1.27 to US$1.89, giving investors a clear view of how the top line and per share earnings are tracking through the year. With a trailing...
NasdaqGS:NWSA
NasdaqGS:NWSAMedia

News Corp AI Licensing Deals Test Market’s View On Valuation

News Corp (NasdaqGS:NWSA) has secured material AI content licensing deals with Anthropic, with anticipated payments tied to the use of its content. The company is also expanding AI partnerships with OpenAI and Bloomberg, focused on licensing and distribution of its news and information. These arrangements highlight a new approach to monetizing News Corp’s content through agreements with major AI firms. News Corp, trading at $24.21 under ticker NasdaqGS:NWSA, is drawing attention for how it...
NasdaqGS:DRVN
NasdaqGS:DRVNConsumer Services

Is Driven Brands (DRVN) Pricing Look Interesting After Recent Share Price Rebound

If you are wondering whether Driven Brands Holdings is attractively priced today, this article walks through what the current numbers may imply about the stock's value. The shares last closed at US$16.66, with recent returns of 9.5% over 7 days, 11.4% over 30 days, 14.9% year to date and 1.3% over the past year, set against a 41.5% decline over 3 years and a 49.3% decline over 5 years. Recent news around Driven Brands has focused on the business and its positioning within consumer services...
NYSE:HAL
NYSE:HALEnergy Services

Is Halliburton (HAL) Attractive After Strong One Year Share Price Performance?

If you are wondering whether Halliburton's current share price really reflects its underlying worth, this article will walk through the key numbers that matter for valuation. Halliburton's stock last closed at US$33.84, with returns of 1.3% over 7 days, 9.8% over 30 days, 14.3% year to date, 36.8% over 1 year, 3 year returns of a 3.8% decline and 5 year returns of 90.6%. Recent trading interest has been shaped by ongoing sector wide attention on energy services and investor focus on how...
NYSE:NKE
NYSE:NKELuxury

EEOC Probe Puts Nike DEI Policies And Valuation In Investor Focus

The U.S. Equal Employment Opportunity Commission is pursuing a federal investigation into NIKE (NYSE:NKE) over claims that its diversity, equity, and inclusion programs may have led to race discrimination against White employees and job applicants. The agency is seeking hiring, promotion, layoff, and career development records dating back to 2018 after Nike did not fully comply with earlier information requests. The EEOC has moved to enforce these requests through federal court, raising...
NasdaqGS:FTDR
NasdaqGS:FTDRConsumer Services

Curreen Capital Spotlights Frontdoor Cash Use And Valuation Setup

Curreen Capital has highlighted Frontdoor (NasdaqGS:FTDR) as a key holding in its latest investor letter. The firm pointed to Frontdoor's 2025 results and its use of free cash flow for organic growth, debt reduction, share repurchases, and targeted acquisitions. This update provides fresh insight into how Frontdoor is allocating capital across its business and balance sheet. Frontdoor runs a home services platform, which typically includes subscription style offerings for home repair and...