U.S. Tech Hardware Stock News

NasdaqCM:NEOV
NasdaqCM:NEOVElectrical

NeoVolta (NEOV) Revenue Surge To US$6.7 Million Tests High P/S Market Narrative

NeoVolta (NEOV) has just posted its Q2 2026 numbers, with Q1 2026 revenue at US$6.7 million and a net loss of US$1.2 million, translating into basic EPS of a US$0.04 loss. The company has seen quarterly revenue move from US$0.6 million in Q1 2025 through US$1.1 million in Q2 2025, US$2.0 million in Q3 2025 and US$4.8 million in Q4 2025 to US$6.7 million in Q1 2026, while EPS over the same stretch ranged from a loss of US$0.03 to a loss of US$0.05 per share. For investors, the latest set of...
NYSE:EPAM
NYSE:EPAMIT

A Look At EPAM Systems (EPAM) Valuation After Stronger Earnings Outlook Versus Infosys

Why EPAM Systems (EPAM) Is Back on Investors’ Radar Fresh attention on EPAM Systems (EPAM) follows research highlighting its stronger earnings outlook and value metrics versus Infosys, positioning the US software services group as a comparatively attractive IT services option. See our latest analysis for EPAM Systems. At a share price of US$166.37, EPAM has seen a sharp 21.75% 1 month share price decline and a 37.48% 1 year total shareholder return decline. This suggests recent earnings and...
NYSE:ORCL
NYSE:ORCLSoftware

Is Oracle (ORCL) Fairly Priced After Recent Share Price Volatility?

If you are wondering whether Oracle's share price still reflects good value or is already pricing in a lot of optimism, this article will walk through what the current market price might be implying. Oracle recently closed at US$160.14, with returns of 12.1% over the past week, a 16.2% decline over the past month, an 18.2% decline year to date, a 7.1% decline over the past year, 90.2% over three years and 180.5% over five years. Together, these figures give a mixed picture for anyone trying...
NYSE:ZTO
NYSE:ZTOLogistics

Assessing ZTO Express (NYSE:ZTO) Valuation After 2025 Guidance And US$1.5b Convertible Bond Issue

Why ZTO Express (Cayman) (ZTO) is in focus now ZTO Express (Cayman) (ZTO) recently issued 2025 earnings guidance that combines projected revenue growth with a lower gross profit range, while also completing a US$1.5b convertible bond offering maturing in 2031. See our latest analysis for ZTO Express (Cayman). The earnings guidance and US$1.5b convertible bond come after a strong run in the share price, with a 30-day share price return of 10.48% and a 90-day share price return of 30.75%. The...
NasdaqGS:LASR
NasdaqGS:LASRElectronic

A Look At nLIGHT (LASR) Valuation After Equity Raise And Defense Laser Growth Optimism

nLIGHT (LASR) is back in focus after completing a US$175 million follow on equity offering and spotlighting its defense focused laser portfolio, with investors weighing what this fresh capital and product emphasis could mean. See our latest analysis for nLIGHT. The recent capital raise and defense product push come after a powerful run, with an approximately 77% 3 month share price return and a very large 1 year total shareholder return of around 423%. This suggests strong momentum rather...
NYSE:TPR
NYSE:TPRLuxury

Tapestry’s Direct Approach And Gen Z Gains Support Upgraded Growth Outlook

Tapestry (NYSE:TPR) reported strong quarterly results, highlighting global customer acquisition and growing Gen Z engagement. Management pointed to increased effectiveness of its direct to consumer approach, marketing efforts, and product development. The company raised its full year revenue outlook, citing higher operating margins and improved profitability. Tapestry, the owner of several luxury and premium brands, is drawing attention after this update, especially given its recent share...
NasdaqGS:TPG
NasdaqGS:TPGCapital Markets

Is It Time To Reassess TPG (TPG) After A 26% One Month Share Price Slide

If you are wondering whether TPG’s share price reflects its underlying worth right now, you are not alone. This article is here to frame the key valuation questions you might be asking. After reaching a recent close of US$49.53, the stock has seen a 10% decline over the last 7 days and a 26.2% decline over the last 30 days, while still showing a 64.5% return over 3 years and mixed results over shorter periods including year to date and the last 12 months. Recent news coverage around TPG has...
NYSE:EPR
NYSE:EPRSpecialized REITs

Assessing EPR Properties (EPR) Valuation After Recent Share Price Strength

Why EPR Properties Is On Investors’ Radar EPR Properties (EPR) has attracted attention after recent share price moves, with the stock last closing at $58.49. Investors are weighing this against its reported $707.15 million in revenue and $175.493 million in net income. See our latest analysis for EPR Properties. Recent share price momentum has been firm, with a 16.1% 90 day share price return and 15.2% year to date share price return. The 5 year total shareholder return of 88.1% points to a...
NYSE:CSW
NYSE:CSWBuilding

Assessing CSW Industrials (CSWI) Valuation As Investor Sentiment Improves After Earlier Earnings Misses

Why CSW Industrials Is Back On Investors’ Radar Investor sentiment toward CSW Industrials (CSW) has shifted, with buyers returning after a stretch of earnings misses, as attention turns to the company’s multi-year revenue and net income growth and longer term outlook. See our latest analysis for CSW Industrials. At a share price of US$309.48, CSW Industrials has recently seen a 6.63% 7 day share price return but a 6.53% 30 day share price decline, while its 90 day share price return of 28.25%...
NasdaqGS:QS
NasdaqGS:QSAuto Components

Assessing QuantumScape (QS) Valuation After Eagle Line Launch And Narrowed Annual Loss

QuantumScape (QS) is back in focus after reporting fourth quarter and full year 2025 results. The company narrowed its annual net loss to US$435.05 million while pushing ahead with its Eagle Line solid state battery pilot production. See our latest analysis for QuantumScape. The recent Q4 report, Eagle Line inauguration and board changes have come against a weak stretch of momentum, with a 30 day share price return of 26.73% decline and a five year total shareholder return of 87.58% loss,...
NasdaqGS:KC
NasdaqGS:KCIT

Assessing Kingsoft Cloud Holdings (NasdaqGS:KC) Valuation After 31.40% Revenue Growth And Ongoing Buy Ratings

Why Kingsoft Cloud Holdings (KC) Is Back on Investor Radars Kingsoft Cloud Holdings (NasdaqGS:KC) is drawing fresh interest after reporting revenue growth of 31.40% and attracting consistent buy ratings from analysts, even as profitability and cash flow remain key watchpoints for investors. See our latest analysis for Kingsoft Cloud Holdings. Recent trading has been volatile, with a 7 day share price return of 11.99% and a 30 day gain of 21.68%. However, the 1 year total shareholder return...
NYSE:CW
NYSE:CWAerospace & Defense

Curtiss Wright C 17 Win Tests Valuation After Strong Share Run

Curtiss-Wright (NYSE:CW) has been selected by Boeing to supply mission computer technology for the U.S. Air Force C-17 Globemaster III upgrade program. The contract, valued at over $400 million, supports modernization of a key airlift platform used by the U.S. and allied forces. This award expands Curtiss-Wright's role in military aerospace technology and deepens its relationship with Boeing. Curtiss-Wright comes into this contract win with shares at $684.22, after a 1-year return of 112.1%...
NasdaqCM:ONCY
NasdaqCM:ONCYBiotechs

Oncolytics Biotech (ONCY) Is Up 19.7% After FDA Fast Track For KRAS-Mutant mCRC Regimen

On February 4, 2026, Oncolytics Biotech announced that the FDA granted Fast Track Designation to pelareorep combined with bevacizumab and FOLFIRI for second-line treatment of KRAS-mutant, microsatellite-stable metastatic colorectal cancer. The designation is backed by clinical data showing pelareorep-based therapy delivered higher response rates and longer survival measures than existing standard-of-care options in this hard-to-treat subgroup. With the FDA’s Fast Track Designation in place,...
NYSE:FIS
NYSE:FISDiversified Financial

Do FIS’s New Treasury Tech Accolades (FIS) Reveal a Durable Edge in Financial Infrastructure Software?

In recent weeks, Fidelity National Information Services has been recognized with multiple industry honors, including TMI Awards for Best Risk Management Solution and Best Cash & Treasury Management Solution, and leadership positions in IDC and Chartis assessments of treasury, risk and asset-liability management technology. These accolades, alongside renewed analyst coverage, underscore how FIS’s capabilities in AI-enabled treasury and risk tools are shaping perceptions of its role in...
NYSE:VLO
NYSE:VLOOil and Gas

Valero’s Venezuelan Crude Imports Add Twist To Refining Margin Story

Valero Energy (NYSE:VLO) has arranged to import up to 6.5 million barrels of Venezuelan crude oil. The company is working with three sellers that are currently authorized under updated U.S. sanctions rules. This move follows recent changes in U.S. policy toward Venezuela that allow select crude shipments to U.S. refiners. Valero Energy, trading at around $200.17 per share, has seen substantial share price appreciation, with gains of 21.1% year to date and 52.3% over the past year. The...
NYSE:UNFI
NYSE:UNFIConsumer Retailing

A Look At United Natural Foods (UNFI) Valuation After Its 3,400 Attendee Spring And Summer Selling Show

United Natural Foods (UNFI) recently drew more than 3,400 retailers and suppliers to its 2026 Spring and Summer Selling Show in Orlando, highlighting consumer driven trends and a wave of new private label products. See our latest analysis for United Natural Foods. At a share price of US$40.30, United Natural Foods has seen a 20.59% year to date share price return and a 49.76% total shareholder return over five years. The recent 15.04% 30 day share price return suggests momentum has picked up...
NYSE:ENVA
NYSE:ENVAConsumer Finance

Assessing Enova International (ENVA) Valuation After Strong Multi Year Returns And Recent Share Pullback

Event context and recent share performance Enova International (ENVA) has caught investor attention after recent share price swings, with a gain of about 24% over the past 3 months contrasting with a 5% decline over the past month. See our latest analysis for Enova International. Looking beyond the recent pullback, Enova International’s share price return over the past quarter has been strong, and that sits alongside a very large 5 year total shareholder return. This suggests sentiment has...
NYSE:AEM
NYSE:AEMMetals and Mining

A Look At Agnico Eagle Mines (AEM) Valuation After Record Results And Higher Dividend

Agnico Eagle Mines (AEM) has just paired record 2025 net income of US$4.46b with a 12.5% dividend increase to US$0.45 per share, supported by reaffirmed production guidance and substantial exploration spending across key gold assets. See our latest analysis for Agnico Eagle Mines. The latest move takes Agnico Eagle Mines' share price to US$216.59, with a 1 week share price return of 10.17% and a 3 month share price return of 31.31%. The 1 year total shareholder return of 128.85% and 3 year...
NYSE:SGHC
NYSE:SGHCHospitality

Does Super Group (SGHC)'s Special Dividend Align With Its Stated Confidence in Future Performance?

Earlier this month, Super Group (SGHC) confirmed it remains on track to meet its full-year revenue and adjusted EBITDA guidance and declared a special cash dividend of US$0.25 per ordinary share, while analysts at Canaccord Genuity reiterated a positive rating on the stock. An interesting angle for investors is how this one-off cash return to shareholders sits alongside management’s confidence in the business outlook and capital allocation priorities. Next, we’ll examine how the special...
NYSE:TYL
NYSE:TYLSoftware

Has The Recent Share Price Slump Opened An Opportunity In Tyler Technologies (TYL)?

If you are looking at Tyler Technologies and wondering whether the recent share price represents fair value or a potential opportunity, this article will walk through what the numbers are actually saying. The stock last closed at US$303.94, after sizeable declines of 12.7% over 7 days, 30.9% over 30 days, 30.3% year to date, 52.6% over 1 year and 35.9% over 5 years. These moves have put valuation back in focus, and recent coverage has centered on how investors are reassessing software names...
NasdaqGS:OLMA
NasdaqGS:OLMABiotechs

Assessing Olema Pharmaceuticals (OLMA) Valuation After Analyst Upgrades And OPERA-01 Phase 3 Updates

Recent analyst coverage of Olema Pharmaceuticals (OLMA) with a favorable stance, combined with detailed updates on its OPERA-01 Phase 3 timeline and commercialization plans, has brought this breast cancer focused biotech further onto investors’ radars. See our latest analysis for Olema Pharmaceuticals. Despite the recent pullback, with a 1 day share price return of 4.9% decline and a 30 day share price return of 16.8% decline to US$22.59, Olema’s 90 day share price return of 165.1% and very...
NYSE:HCC
NYSE:HCCMetals and Mining

Warrior Met Coal Ramps Up Blue Creek As Earnings Story Shifts

Warrior Met Coal (NYSE:HCC) has started longwall production at its Blue Creek mine around eight months ahead of its original schedule. The company reports that this early start is supporting record production, sales, and earnings in 2025 in what it describes as a challenging market. Warrior Met Coal has also finalized two federal coal leases that add major coal reserves to its asset base. Management highlights these milestones as key drivers for planned production and sales expansion in 2026...
NYSE:AMTM
NYSE:AMTMProfessional Services

A Look At Amentum Holdings (AMTM) Valuation After Q1 Earnings And Nuclear Contract Wins

Why Amentum’s latest earnings matter for investors Amentum Holdings (AMTM) reported first quarter earnings with sales of US$3,237 million, compared with US$3,416 million a year earlier. Net income rose to US$44 million and earnings per share reached US$0.18, up from US$0.05. See our latest analysis for Amentum Holdings. Amentum’s latest results and reaffirmed 2026 revenue guidance landed after a choppy few weeks, with a 1-day share price return of 3.09% lifting the stock to US$31.00. This...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

DraftKings (DKNG) Q4 Profitability Upswing Tests Bullish Earnings Narratives

DraftKings (DKNG) closed out FY 2025 with Q4 revenue of US$1.99b and basic EPS of US$0.28, while trailing twelve month EPS edged into positive territory at US$0.01 on revenue of US$6.05b. This helped set the tone for a results season where profitability is firmly in focus. The company has seen quarterly revenue move from US$1.39b in Q4 2024 to US$1.99b in Q4 2025, with basic EPS shifting from a loss of US$0.28 per share to earnings of US$0.28 per share over the same period. This puts the...