U.S. Tech Hardware Stock News

NasdaqGS:INTA
NasdaqGS:INTASoftware

Assessing Intapp (INTA) Valuation After New AI Partnerships With Anthropic Harvey And ToltIQ

Intapp (INTA) is back in focus after unveiling a series of AI focused partnerships, including tighter integration with Anthropic's Claude and Harvey, and new due diligence connectivity with ToltIQ for DealCloud users. See our latest analysis for Intapp. Despite this run of AI focused partnerships, Intapp's recent share price return has been weak, with a 30 day share price return of 44.85% and a year to date share price return of 51.40%, while the 1 year total shareholder return of 67.35% and...
NasdaqGS:RGLD
NasdaqGS:RGLDMetals and Mining

Royal Gold (RGLD) Valuation Check After Mixed Q4 Earnings And Director Share Sale

Royal Gold (RGLD) is back in focus after reporting mixed fourth quarter results, with revenue ahead of forecasts while earnings per share fell short, alongside a multi million dollar share sale by director William M. Hayes. See our latest analysis for Royal Gold. The mixed fourth quarter update and director share sale come after a strong run in the stock, with a 43.27% 90 day share price return and 92.78% 1 year total shareholder return, suggesting momentum has been building despite some...
NYSE:FIS
NYSE:FISDiversified Financial

FIS Refocuses On Data Heavy Software With New Insurance AI Assistant

Fidelity National Information Services (NYSE:FIS) has introduced an Insurance Risk Suite AI Assistant using generative AI to offer real-time actuarial guidance for insurance clients. The company has also completed the acquisition of Total Issuing Solutions, expanding its issuing capabilities. FIS has divested its remaining stake in Worldpay, completing a shift away from that business. For you as an investor, NYSE:FIS operates at the intersection of financial technology and data-driven...
NasdaqCM:SEZL
NasdaqCM:SEZLDiversified Financial

Sezzle Mobile Launch Shifts Story Beyond Buy Now Pay Later

Sezzle, NasdaqCM:SEZL, has launched Sezzle Mobile, an unlimited mobile phone plan fully integrated into its app ecosystem. The new service expands Sezzle beyond payments and Buy Now Pay Later into mobile connectivity and telecom services. Sezzle Mobile links wireless service with the company’s existing financial tools inside a single platform. Sezzle, trading at $60.65, is moving beyond its core Buy Now Pay Later roots and into mobile connectivity with Sezzle Mobile. The stock has returned...
NYSE:WH
NYSE:WHHospitality

Wyndham Debt Recast Raises Questions On Interest Costs And Flexibility

Wyndham Hotels & Resorts (NYSE:WH) has priced a planned issuance of US$650 million in Senior Notes due 2033. The company expects to use the proceeds to repay existing debt and for general corporate purposes. The new Senior Notes are guaranteed and will adjust Wyndham's overall debt structure once issued. Wyndham Hotels & Resorts, which franchises hotels across multiple brands, is raising fresh long term capital through this new bond issue. For you as an investor, this kind of refinancing...
NYSE:CTEV
NYSE:CTEVHealthcare Services

Claritev (CTEV) Q4 Loss Of US$4.88 EPS Reinforces Ongoing Unprofitability Narrative

Claritev (CTEV) has just wrapped up FY 2025 with Q4 revenue of US$246.6 million and a basic EPS loss of US$4.88, alongside trailing 12 month revenue of US$965.4 million and a basic EPS loss of US$17.30. Over recent quarters, the company has seen revenue move from US$230.5 million in Q3 2024 to US$246.6 million in Q4 2025. Quarterly basic EPS has ranged from a loss of US$24.25 in Q3 2024 to a loss of US$3.81 to US$4.88 through 2025, setting a backdrop of significant revenue scale paired with...
NYSE:BSM
NYSE:BSMOil and Gas

Black Stone Minerals (BSM) Net Margin Jumps To 67.5% Reinforcing Bullish Royalty Model Narrative

Black Stone Minerals (BSM) just wrapped up FY 2025 with fourth quarter revenue of US$90.5 million and basic EPS of US$0.31, alongside trailing twelve month revenue of US$401.0 million and EPS of US$1.28 that frame the latest print in a fuller context. Over the past year, the company has seen trailing twelve month revenue move from US$427.0 million and EPS of US$1.15 in Q4 2024 to US$401.0 million and US$1.28 respectively by Q4 2025, while net income on the same basis went from US$241.9...
NYSE:VMI
NYSE:VMIConstruction

Valmont Dividend Hike And New Director Shape Capital Allocation Story

Valmont Industries (NYSE:VMI) announced a 13% increase to its quarterly dividend. The company appointed Paul Maass, an experienced agribusiness executive, to its Board of Directors. Valmont Industries, known for its infrastructure and agricultural solutions, is drawing fresh attention with a higher dividend and a board appointment that speaks directly to its core markets. For income focused investors, the 13% dividend move highlights a fresh data point on capital returns policy. The...
NasdaqGS:AGYS
NasdaqGS:AGYSSoftware

Assessing Agilysys (AGYS) Valuation After A Sharp Multi‑Period Share Price Pullback

Recent performance context for Agilysys (AGYS) Agilysys (AGYS) has shown mixed short-term performance, with a 0.2% gain over the past day, a 10.3% decline over the past week, and a 33.1% decline over the past month. Over the past 3 months the stock has declined 42.7%, the year-to-date move reflects a 37.7% decline, and the past year total return reflects an 11.3% decline. See our latest analysis for Agilysys. With the share price at $71.97, Agilysys has seen pressure build over recent months,...
NasdaqGS:ROKU
NasdaqGS:ROKUEntertainment

Roku Returns To Profitability As Market Weighs High P/E And Undervaluation

Roku reported its first profitable year since 2021, supported by new advertising deals and operational improvements. The company credited digital advertising growth and cost controls for the shift back to profitability. This marks a change in Roku's recent pattern of yearly losses and may indicate a more sustainable business model. Roku, listed as NasdaqGS:ROKU, has returned to annual profitability while its share price sits at $87.68. Over the past year the stock is up 2.2%, although it...
NYSE:AGCO
NYSE:AGCOMachinery

AGCO Core80 Award Highlights Off Highway Engine Progress And Valuation Story

AGCO Power's Core80 engine has been named Diesel Engine of the Year 2026. The award recognizes best in class fuel efficiency and readiness for hybrid and alternative fuel applications. The accolade highlights NYSE:AGCO's focus on advanced off highway powertrain technology and sustainability in agriculture. For you as an investor watching NYSE:AGCO, this award sits at the intersection of agriculture equipment and cleaner power solutions. AGCO Power supplies engines used across the company's...
NasdaqGS:NSIT
NasdaqGS:NSITElectronic

How Record Margins, Stalled Buybacks and Diverging Insider Signals At Insight Enterprises (NSIT) Has Changed Its Investment Story

In the past quarter, Insight Enterprises reported record gross margins of 23.4% even as revenue edged lower, while a previously announced share repurchase program from December 2025 resulted in no actual buybacks. At the same time, insider purchases at three-year lows contrasted with a major shareholder trimming its stake, highlighting sharply different views on Insight’s prospects. Against this backdrop of record margins and contrasting insider versus institutional activity, we’ll examine...
NasdaqGS:MYGN
NasdaqGS:MYGNBiotechs

Myriad Genetics (MYGN) Quarterly Loss Narrows Yet Keeps Profitability Concerns In Focus

Myriad Genetics (MYGN) just closed FY 2025 with fourth quarter revenue of US$209.8 million and a quarterly loss of US$7.9 million, equivalent to basic EPS of a US$0.08 loss. Over recent periods the company has seen quarterly revenue move between US$195.9 million and US$213.1 million, while basic EPS has ranged from roughly breakeven in early FY 2025 to a much larger US$3.57 loss in the second quarter, reflecting a wide spread in earnings outcomes for shareholders. With trailing twelve month...
NYSE:NTB
NYSE:NTBBanks

Evaluating Bank of N.T. Butterfield & Son (NYSE:NTB) After Its Recent Share Price Moves

Why Bank of N.T. Butterfield & Son Is Drawing Fresh Investor Attention Bank of N.T. Butterfield & Son (NYSE:NTB) is back on many watchlists as investors reassess the stock following its recent share performance, including a 1 day return close to flat and mixed short term moves. With a roughly 3.5% decline over the past week but a positive move over the past month and past 3 months, some investors are pausing to reassess how this regional banking group fits into their portfolios. See our...
NYSE:FLNG
NYSE:FLNGOil and Gas

What FLEX LNG (FLNG)'s Lower Earnings and Steady Dividend Payout Reveal About Its Risk Trade‑Off

FLEX LNG Ltd. has reported fourth-quarter 2025 net income of US$21.55 million, down from US$45.22 million a year earlier, and full-year net income of US$74.82 million versus US$117.68 million, while declaring a US$0.75 per-share dividend for shareholders of record on February 27, 2026, paid around March 12, 2026. The contrast between weaker earnings and the maintained cash dividend highlights management’s emphasis on income returns even as profitability compresses year-on-year. Now we’ll...
NYSE:CVNA
NYSE:CVNASpecialty Retail

Is It Time To Reassess Carvana (CVNA) After Sharp Swings In Share Price?

If you are wondering whether Carvana's current share price really reflects its business prospects, you are not alone. This article will walk through how the stock stacks up on value. At a last close of US$325.16, the stock has seen a 7.3% decline over the past week, a 31.3% decline over the past month, an 18.8% decline year to date, a 46.7% gain over the past year, and a very large return over three years. Recent coverage has focused on Carvana's share price swings and what they may imply...
NasdaqGS:QS
NasdaqGS:QSAuto Components

The Bull Case For QuantumScape (QS) Could Change Following Narrower Losses And Board Retirement News - Learn Why

QuantumScape Corporation recently reported its fourth-quarter and full-year 2025 results, with net losses narrowing to US$100.11 million for the quarter and US$435.05 million for the year, alongside improved cost efficiency and a modestly better adjusted EBITDA loss outlook for 2026. The company also announced the retirement of co-founder Prof. Dr. Fritz Prinz from its board, marking a leadership transition as it continues technical progress and capital discipline while remaining...
NYSE:HAE
NYSE:HAEMedical Equipment

Haemonetics (HAE) Is Up 5.3% After FDA Clears NexSys PCS With Persona PLUS Technology

Haemonetics Corporation recently received U.S. Food and Drug Administration 510(k) clearance for its NexSys PCS Plasma Collection System with Persona PLUS technology, supported by a large multicenter trial of over 30,000 plasma donations showing improved average plasma volume per donation while maintaining safety. This next-generation, donor-tailored collection technology could enhance plasma center efficiency and reinforce Haemonetics’ position in high-value plasma collection...
NasdaqCM:PGY
NasdaqCM:PGYSoftware

Is Pagaya (PGY) Turning Short-Term Guidance Volatility Into a Test of Its AI Underwriting Edge?

In recent weeks, Pagaya Technologies reported softer-than-expected first-quarter guidance but reiterated that it is seeing no operational slippage or credit stress, even as broader market volatility weighed on sentiment. Analysts have reaffirmed positive views on the company, arguing that its AI-driven underwriting platform and measured growth outlook remain intact despite short-term market noise. With analysts highlighting management’s reassurance about stable operations, we’ll now...
NYSE:PERF
NYSE:PERFSoftware

Perfect (PERF) Margin Compression Challenges Bullish High‑Growth Narrative After FY 2025 Results

Perfect (PERF) has just wrapped up FY 2025 with Q4 revenue of US$18.1 million and basic EPS of US$0.01, set against trailing twelve month revenue of US$69.2 million and EPS of US$0.05. Over recent quarters the company has seen revenue move from US$15.9 million in Q4 FY 2024 to US$18.1 million in Q4 FY 2025, while quarterly EPS has ranged between about US$0.002 and US$0.025 across FY 2025. This gives investors a clearer view of how growth and profitability are interacting. With a trailing net...
NYSE:JMIA
NYSE:JMIAMultiline Retail

Jumia Technologies (JMIA) Is Down 8.3% After Reporting Narrower 2025 Losses And Higher Sales – Has The Bull Case Changed?

In February 2026, Jumia Technologies AG reported its fourth-quarter and full-year 2025 results, with sales rising to US$61.4 million for the quarter and US$188.93 million for the year, while net losses narrowed to US$10.31 million and US$61.55 million respectively versus the prior year. The company also filed its 2025 Annual Report on Form 20-F with the SEC, offering investors a detailed view of how its pan-African marketplace, logistics network, and payment infrastructure are evolving as it...
NYSE:WBS
NYSE:WBSBanks

A Look At Webster Financial (WBS) Valuation After Recent Share Price Momentum

Webster Financial (WBS) has been drawing fresh attention after recent share price moves, with the stock last closing at $72.42. That brings its reported past 3 months total return to about 21%. See our latest analysis for Webster Financial. The recent 30 day share price return of 13.0% and 90 day share price return of 21.9% sit alongside a 1 year total shareholder return of 34.3%. This points to momentum that has built over a longer horizon rather than just a short term bounce. If Webster...
NYSE:ITGR
NYSE:ITGRMedical Equipment

Integer Holdings (ITGR) One Off US$71.4m Loss Tests Bullish Margin Recovery Narratives

Integer Holdings (ITGR) FY 2025 earnings snapshot Integer Holdings (ITGR) has wrapped up FY 2025 with fourth quarter revenue of $472.1 million and basic EPS of $1.39, rounding out a trailing twelve month EPS of $2.96 on $1.9 billion of revenue and net income of $102.8 million from ongoing operations. The company has seen quarterly revenue range from $437.4 million in Q1 2025 to $476.5 million in Q2 2025. Quarterly EPS moved from a Q1 loss of $0.66 to positive readings of $1.06, $1.13 and...
NYSE:KMI
NYSE:KMIOil and Gas

Kinder Morgan Insider Sale Weighed Against Dividend Growth And Expansion Plans

A senior Kinder Morgan (NYSE:KMI) executive recently sold company shares, drawing investor attention to insider activity. The company announced its ninth consecutive annual dividend increase, extending a long-running pattern of higher payouts. Kinder Morgan highlighted continued investment in large pipeline expansion projects alongside its dividend focus. Kinder Morgan, trading at $32.69, is in the spotlight as investors weigh insider selling against a multiyear record of dividend growth...