U.S. Tech Hardware Stock News

Wondering if V.F at around $19 a share is a bargain or just a value trap? Here is a breakdown of what the recent moves and current valuation are really telling us before you make any big calls. The stock has bounced about 2.7% over the last week and a hefty 31.0% in the last month, even though it is still down 11.0% year to date and 7.9% over the last year, with a much steeper 73.7% slide over five years. That kind of rebound after a long slump has coincided with investors reacting to...

In recent weeks, Delta Air Lines has drawn renewed attention from Wall Street as BMO Capital and other firms initiated or reiterated positive coverage, citing improving airline fundamentals, resilient travel demand, and Delta’s strong operational performance despite earlier disruptions from a federal government shutdown and FAA-mandated capacity cuts. Analysts now highlight Delta’s mix of premium services, loyalty economics, and diversified revenue streams as a key differentiator within U.S...

Johnson & Johnson has recently reported Phase 3 data showing that TECVAYLI plus DARZALEX FASPRO cut the risk of disease progression or death versus standard regimens in relapsed or refractory multiple myeloma, earning US FDA Breakthrough Therapy Designation and review of a supplemental Biologics License Application. Alongside strong follow-up results for CARVYKTI and promising bladder cancer data, these findings reinforce J&J’s push into earlier cancer treatment lines with complex but...

In recent months, Astera Labs announced plans to deliver custom connectivity solutions for hyperscalers, building on its participation in NVIDIA’s NVLink Fusion ecosystem and complementing its standards-based Intelligent Connectivity Platform. This push into tailored rack-scale connectivity, supported by its COSMOS software architecture and photonic chiplet capabilities, signals a broader ambition to become a full-stack interconnect partner for next-generation AI infrastructure. We’ll now...

Dillard's (DDS) shares have quietly powered higher this year, and the latest leg of the rally has investors asking whether a traditional department store can really justify this kind of premium valuation. See our latest analysis for Dillard's. With the share price now around $730.73 after a 1 month share price return of nearly 20 percent and a 1 year total shareholder return close to 70 percent, momentum looks firmly intact as investors reassess the risks around a legacy retailer that keeps...

Applied Materials (AMAT) just stepped back into the spotlight after a fresh wave of bullish analyst calls built on strong earnings, accelerating DRAM and foundry demand, and heavy institutional buying interest around the AI semiconductor buildout. See our latest analysis for Applied Materials. That bullish setup has been mirrored in the tape, with the share price climbing to about $275 and delivering a powerful 30 day share price return of 17 percent and a 90 day share price return of nearly...

Accenture (ACN) just doubled down on enterprise AI by expanding its partnership with Anthropic and creating a dedicated business group to train about 30,000 staff, a move squarely aimed at scaling clients beyond experimental pilots. See our latest analysis for Accenture. Those back to back deals with Anthropic, OpenAI and Snowflake help explain why Accenture’s 30 day share price return is 11.31%, even as its year to date share price return is still down 21.96%. This leaves long term total...

DoorDash (DASH) just got a serious vote of confidence from the inside, with longtime director Alfred Lin reportedly buying more than $100 million of stock, a move that immediately sharpened investor focus on valuation. See our latest analysis for DoorDash. The timing matters, because even after a 29 percent year to date share price return, DoorDash has recently cooled off, with a 90 day share price decline of 15 percent and near term weakness that contrasts with its powerful three year total...

SoFi Technologies (SOFI) has been on a wild ride this year, with the stock surging over 90% year to date despite a choppy past month, leaving investors debating whether momentum still matches fundamentals. See our latest analysis for SoFi Technologies. After a steep run-up, the recent pullback and 7 day share price return of negative 8.48 percent look more like a breather than a breakdown. This is especially true given SoFi Technologies 3 year total shareholder return of 485.1 percent, which...

Wondering if Synchrony Financial is still a smart buy at today’s price, or if you have already missed the best of the upside? You are not alone. This piece is going to dig into what the numbers really say about its value. The stock has climbed 5.2% in the last week, 13.6% over the past month, and is now up 29.6% year to date, with a 184.7% gain over five years that has many investors asking whether it is getting stretched or just hitting its stride. Recent headlines have focused on...

In early December 2025, NIKE, Inc. overhauled its senior leadership, creating a new EVP and Chief Operating Officer role for long-time supply chain leader Venkatesh Alagirisamy, eliminating the Chief Technology Officer and Chief Commercial Officer positions, and elevating regional heads to report directly to the CEO. This restructuring concentrates supply chain, technology, and marketplace decisions under a tighter group of leaders, aiming to speed up execution and better align digital,...

Earlier this month, Camden Property Trust’s Board of Trust Managers declared a fourth-quarter cash dividend of US$1.05 per share, payable on January 16, 2026 to shareholders of record as of December 17, 2025. This dividend declaration, following stronger-than-expected third-quarter earnings and higher full-year funds from operations guidance, signals management’s confidence in Camden’s current cash generation and balance sheet capacity. We’ll now examine how Camden’s stronger-than-expected...

Jumia Technologies recently reported that, during the first two months of its fourth quarter, physical goods orders grew 30% year over year and gross merchandise value rose 35%, helped by a strong Black Friday performance, better product assortment, targeted marketing, and more reliable logistics. Regional data showed particularly strong momentum, with Nigeria delivering solid order and GMV growth and Ghana recording a very large year-over-year increase in gross merchandise value,...

Sterling Infrastructure recently reported record quarterly results, highlighted strong growth in its E-Infrastructure Solutions segment from data center and AI-related projects, and announced a US$400 million share repurchase program, all reinforced by upbeat analyst commentary and a growing project backlog. An important angle is how the planned acquisition of CEC Facilities Group could deepen Sterling’s capabilities in higher-value electrical and mechanical services, potentially making its...

The latest move in U-Haul Holding (UHAL) stock is less about company specific headlines and more about macro tailwinds, as the Federal Reserve's rate cut ignited a rally in financing sensitive ground transportation names. See our latest analysis for U-Haul Holding. That macro bounce comes after a tougher stretch, with the share price now at $54.40 and a negative year to date share price return contrasting with a still positive five year total shareholder return. This hints that near term...

Many investors are asking whether Netskope is quietly becoming a bargain or just another hyped software name, as the market starts to pay closer attention to its underlying value story. The stock has jumped 22.7% over the last week while remaining flat over the past month and year to date. This pattern often signals a shift in sentiment rather than a long established trend. Recent headlines have focused on Netskope's position in cloud security and secure access service edge technology,...

Earlier this week, Goldman Sachs upgraded Viking Holdings to Buy, pointing to the cruise operator’s differentiated geographic exposure and focus on higher-income travelers as strengths amid concerns about Caribbean capacity. The bank also emphasized Viking’s pricing power and potential future capital returns program, suggesting its business model may be better insulated than peers against broader cruise sector headwinds. Next, we’ll examine how Goldman’s focus on Viking’s differentiated...

AECOM recently announced it has secured an indefinite delivery, indefinite quantity (IDIQ) multiple award contract from the U.S. Federal Aviation Administration, with a program ceiling above US$270.00 million over 10 years to deliver architecture, engineering, and construction administration services for critical air traffic control infrastructure nationwide. The award deepens AECOM’s long-running role in modernizing U.S. airspace facilities, positioning its multidisciplinary design...

Earlier this month, VICI Properties’ board declared a regular quarterly cash dividend of US$0.45 per share for the October–December 2025 period, payable on 8 January 2026 to shareholders of record on 17 December 2025. This latest payout highlights management’s continued confidence in the REIT’s income stream even as the gaming-focused portfolio contends with industry softness and evolving tenant risks. Next, we’ll examine how this dividend affirmation, against ongoing gaming-sector...

WD-40 Company recently reported quarterly revenues of US$163.5 million, up 4.8% year on year and ahead of analyst expectations, but missed EBITDA estimates, and on December 10, 2025 its board approved an 8%+ increase in the quarterly dividend to US$1.02 per share, payable January 30, 2026. This combination of stronger sales, weaker profitability and a higher dividend gives investors a fresh look at how WD-40 is balancing growth, margins and shareholder returns. Next, we’ll examine how the...

If you are wondering whether Comstock Resources is still a smart way to play natural gas or if the market has already priced in the story, you are in the right place. The stock has pulled back about 13.7% over the last week and is down 2.2% over the past month, but it is still up 23.6% year to date and 36.8% over the last year, with a 438.2% gain over five years. Recent moves in natural gas prices and shifting expectations around US production discipline have kept Comstock in the spotlight,...

In early December 2025, SentinelOne reported third-quarter sales of US$258.91 million with a reduced net loss, issued revenue guidance of US$271 million for the fourth quarter and US$1.00 billion for the full year, advanced new AI-powered integrations with Amazon Web Services, completed a US$101.89 million buyback, and announced upcoming CFO changes alongside a new board appointment. Together, stronger operating metrics, deeper AI and AWS integration through offerings like Purple AI and...

Revolution Medicines (RVMD) has quietly become one of the stronger movers in oncology biotech this year, with the stock climbing sharply over the past 3 months as investors lean into its RAS-focused pipeline story. See our latest analysis for Revolution Medicines. That surge in momentum has been the real story, with a 30 day share price return of about 22 percent feeding into a roughly 77 percent year to date gain and a powerful three year total shareholder return above 220 percent as...

Textron recently reported a past quarter with revenues up 5% year on year, as its Aviation, Bell and Textron Systems segments all grew, but overall sales came in 1.9% below analyst expectations. Despite this revenue shortfall, Textron’s stronger-than-forecast EBITDA points to improving operational efficiency and resilient profitability in a challenging aerospace backdrop. We’ll now examine how Textron’s revenue miss but EBITDA beat could influence the existing investment narrative around...