U.S. Tech Hardware Stock News

NYSE:MSCI
NYSE:MSCICapital Markets

MSCI (MSCI) Valuation Check As Earnings Growth Meets Softer Q4 And Higher Buybacks And Dividend

Why MSCI’s latest earnings, buybacks and dividend move matter MSCI (MSCI) is back in the spotlight after its fourth quarter and full year 2025 results, updated share repurchase activity, and a higher cash dividend, all of which directly affect shareholder returns. For the fourth quarter, MSCI reported sales of US$822.53 million, compared with US$743.51 million a year earlier. Net income was US$284.67 million versus US$305.52 million, with diluted earnings per share from continuing operations...
NYSE:PFE
NYSE:PFEPharmaceuticals

Assessing Pfizer (PFE) Valuation After New PF-3944 Obesity Trial Data And Market Reentry

Pfizer (PFE) is back in the obesity spotlight after reporting Phase 2b VESPER-3 data for its monthly GLP-1 injection, PF-3944, showing up to 12.3% placebo adjusted weight loss at week 28. See our latest analysis for Pfizer. The PF-3944 data lands after a busy spell for Pfizer, including better than expected Q4 2025 adjusted earnings, reaffirmed 2026 revenue guidance, a fresh Priority Review for hemophilia drug HYMPAVZI, and ongoing cost and pricing pressures such as TrumpRx agreements. The...
NYSE:KKR
NYSE:KKRCapital Markets

KKR Expands Fee Engine With Sports Ownership And Data Center Push

KKR (NYSE:KKR) has agreed to acquire Arctos Partners, moving directly into investments in professional sports franchises. The firm plans to create a new unit called KKR Solutions, with Arctos forming a key part of this expanded platform. Separately, KKR has agreed to acquire a majority stake in ST Telemedia Global Data Centres, one of Asia's largest data center operators. The ST Telemedia Global Data Centres deal is described as KKR's largest infrastructure investment in Asia Pacific. For...
NasdaqGS:STX
NasdaqGS:STXTech

Seagate (STX) Is Up 5.3% After Strong Q2, Bigger Buybacks And AI Storage Demand - What's Changed

Seagate Technology Holdings recently reported second-quarter 2026 results showing higher sales and net income than a year earlier, affirmed a quarterly US$0.74 dividend, completed a multi-year US$5.37 billion share buyback, and filed a US$6.63 billion shelf registration for ordinary shares tied to employee stock plans. Together with fresh revenue guidance for the third quarter of 2026 and ongoing AI-related demand for its nearline and HAMR drives, these actions highlight how Seagate is...
NasdaqCM:STEX
NasdaqCM:STEXMedical Equipment

Is Streamex (STEX) Using Academic Star Power To Strengthen Its Capital Markets Narrative?

Streamex Corp. recently appointed Anthony Marciano, Clinical Professor of Finance at NYU Stern and former senior Wall Street banker, as an independent director to its Board, adding deep expertise in corporate finance, mergers and acquisitions, and capital markets. Marciano’s combination of academic influence and high-level investment banking experience may reinforce Streamex’s governance credentials as it expands its tokenization and capital markets initiatives. Next, we will examine how...
NasdaqGM:GPCR
NasdaqGM:GPCRPharmaceuticals

Assessing Structure Therapeutics (GPCR) Valuation As Oral Obesity Drug GSBR-1290 Advances In Phase 2

Why GSBR-1290’s phase 2 progress matters for Structure Therapeutics (GPCR) Structure Therapeutics (GPCR) is back in focus as its oral obesity candidate GSBR-1290 advances through phase 2 trials. This is a key clinical stage that can materially influence sentiment around the company’s pipeline and valuation. See our latest analysis for Structure Therapeutics. At a share price of US$74.92, Structure Therapeutics has had a mixed short term pattern, with a 1 day share price return of 2.34% but a...
NasdaqGS:TTEK
NasdaqGS:TTEKCommercial Services

Tetra Tech (TTEK) Is Up 9.6% After Raising 2026 Guidance And Expanding Water-Clean Energy Deals – What's Changed

In late January 2026, Tetra Tech reported first-quarter fiscal 2026 results showing US$1,210.66 million in sales and US$105.03 million in net income, raised its full-year net revenue guidance to US$4.15–4.30 billion, affirmed a higher quarterly dividend, and completed a US$356.11 million share repurchase program, while also expanding its water and clean energy client footprint through agreements with United Utilities and Westinghouse. These developments highlight how Tetra Tech is pairing...
NYSE:STE
NYSE:STEMedical Equipment

Is STERIS (STE) Fairly Priced After Recent Sector Attention And Premium P/E Ratio

If you are wondering whether STERIS is priced fairly at around US$252 per share, you are not alone; many investors are asking whether the current tag matches the underlying business. The stock has had a mixed run recently, with a 4% decline over the last week, a 1.8% decline over the last month, but returns of 0.8% year to date, 14.1% over 1 year, 34.6% over 3 years and 44.3% over 5 years. Recent news coverage has focused on STERIS as a key player in healthcare equipment and services, which...
NYSE:TYL
NYSE:TYLSoftware

Does Tyler Technologies’ (TYL) New Buyback and AI Court Deal Clarify Its Capital Priorities?

Tyler Technologies recently announced a new share repurchase program authorizing up to US$1.00 billion of its Class A common stock, with no fixed expiration date, alongside a definitive agreement to acquire digital court‑recording specialist For The Record for about US$212.5 million in cash. Together, the sizeable buyback authorization and the acquisition of AI‑enabled courtroom transcription capabilities underscore Tyler’s focus on capital return while deepening its courts and justice...
NYSE:FUBO
NYSE:FUBOInteractive Media and Services

FuboTV Revenue Beat Sparks Questions On Content Deals And Valuation Gap

FuboTV (NYSE:FUBO) reports Q4 revenue that comes in above its own expectations. The company highlights progress on a planned Hulu Live integration to broaden content access for subscribers. Management addresses an ongoing dispute with NBCUniversal while emphasizing continuity of its service. FuboTV adopts new monetization approaches using Disney's ad platform to refine its advertising business. FuboTV operates in the crowded live TV streaming market, where viewers are trading traditional...
NYSE:ACN
NYSE:ACNIT

Is Accenture’s (ACN) VA EHR Win Quietly Redefining Its Federal Digital Transformation Ambitions?

In early February 2026, Accenture plc filed a shelf registration for an employee share offering of 8,000,000 Class A ordinary shares, while its Federal Services arm was recently chosen to support the U.S. Department of Veterans Affairs’ multi‑year Electronic Health Record Modernization program. This combination of a large federal healthcare modernization mandate and expanded employee share capacity highlights Accenture’s focus on long-term digital and AI transformation work with major...
NasdaqGS:HNST
NasdaqGS:HNSTPersonal Products

Assessing Honest Company (HNST) Valuation After Hydrorich Cream Skincare Launch

Hydrorich Cream launch and why Honest Company (HNST) is back on investors’ radars Honest Company (HNST) just expanded its skincare lineup with Hydrorich Cream, a new moisturizer aimed at dry and extra dry skin, and investors are asking what this means for the stock. See our latest analysis for Honest Company. Hydrorich Cream arrives at a time when Honest Company’s short term trading has been choppy, with a 7 day share price return of 7.29% decline and a 30 day share price return of 11.24%...
NasdaqGS:GFS
NasdaqGS:GFSSemiconductor

Assessing GlobalFoundries (GFS) Valuation After New Telsys Partnership In Israel

Board appointment and Israel partnership draw fresh attention to GlobalFoundries stock GlobalFoundries (GFS) is back in focus after a new partnership with Telsys in Israel and the appointment of Mubadala executive Samer Halawa to its Board and Strategy & Investment Committee. See our latest analysis for GlobalFoundries. The Telsys agreement and new board appointment arrive after a 23.95% 90 day share price return and a 16.38% year to date share price return, while the 3 year total shareholder...
NasdaqGS:EXPO
NasdaqGS:EXPOProfessional Services

Exponent (EXPO) Is Up 11.0% After Raising Dividend And Guiding For High-Single-Digit 2026 Growth - Has The Bull Case Changed?

Exponent, Inc. recently reported fourth-quarter 2025 results showing year-on-year growth in sales and revenue, modestly higher earnings per share, and full-year 2025 revenue of US$582.01 million alongside a slightly lower annual net income of US$106.01 million. The company paired this earnings beat with guidance for high-single-digit revenue growth in 2026, an increased quarterly dividend to US$0.31 per share, and emphasis on demand tied to artificial intelligence, user research, and risk...
NYSE:FOR
NYSE:FORReal Estate

Is It Too Late To Consider Forestar Group (FOR) After Strong Recent Share Price Gains

Wondering if Forestar Group at around US$29.27 is offering genuine value or if the easy gains are already behind it? This article walks through the key numbers so you can judge the price with more confidence. The stock has delivered returns of 12.5% over 7 days, 6.8% over 30 days, 20.4% year to date, 27.8% over 1 year and a very large 3 year gain. This naturally raises questions about how much of the good news might already be reflected in the share price. Recent price moves are set against...
NYSE:ROK
NYSE:ROKElectrical

Rockwell Automation (ROK) Valuation Check After Earnings Beat And Raised Full Year Guidance

Why Rockwell Automation’s latest earnings matter for shareholders Rockwell Automation (ROK) just reported a fiscal first quarter with double digit year over year revenue growth, higher margins, and earnings ahead of expectations, along with a higher full year earnings outlook. The company also reaffirmed its sales target of US$8.8b for fiscal 2026, raised its guidance range for diluted EPS, and pointed to ongoing strength in its Intelligent Devices and Software & Control segments. See our...
NYSE:APO
NYSE:APODiversified Financial

Should Apollo’s Projected Surge in Fee and Spread Earnings Require Action From Apollo Global (APO) Investors?

Apollo Global Management recently drew attention ahead of its Feb. 9 earnings release, as it highlighted record fee-related and spread-related earnings supported by strong assets under management and origination activity. The company’s projection of very strong growth in both fee-related and spread-related earnings through at least 2026 has sharpened focus on how its alternative credit and retirement services platform may reshape longer-term profit drivers. We’ll now examine how Apollo’s...
NasdaqGS:MNST
NasdaqGS:MNSTBeverage

Is Monster Beverage (MNST) Pricing Reflect Its Strong Energy Drink Position?

If you are wondering whether Monster Beverage's current share price really reflects what you are getting for your money, you are not alone. This article is written with that question front and center. The stock last closed at US$82.54, with reported returns of 2.2% over 7 days, 6.7% over 30 days, 8.4% year to date, 77.2% over 1 year and 80.0% over 5 years. This naturally raises questions about how the present price lines up with underlying value. Recent news coverage around Monster Beverage...
NasdaqGS:LFUS
NasdaqGS:LFUSElectronic

Why Littelfuse (LFUS) Is Up 8.0% After Loss-Making Quarter, Strong 2026 Outlook And Dividend Affirmation - And What's Next

Littelfuse, Inc. reported fourth-quarter 2025 sales of US$593.93 million with a net loss of US$242.14 million, and issued first-quarter 2026 net sales guidance of US$625 million to US$645 million while affirming a US$0.75 per-share cash dividend payable on March 5, 2026. Despite reporting a full-year 2025 net loss, the company highlighted robust demand in data center, grid, and utility infrastructure markets as key business drivers. Next, we will examine how Littelfuse’s strong demand in...
NYSE:DOLE
NYSE:DOLEFood

Dole Filing Shift Brings U.S. Style Reporting And Valuation Focus

Dole plc announced it will begin filing using U.S. domestic issuer forms while keeping its foreign private issuer status. The company plans to transition its filings going forward to align more closely with U.S. reporting practices. This change is intended to increase comparability with U.S. public companies and may affect index eligibility. Dole (NYSE:DOLE) is making a reporting shift that could matter if you follow U.S. equities closely. By choosing domestic issuer forms while retaining...
NasdaqGS:TRMB
NasdaqGS:TRMBSoftware

Trimble (TRMB) Valuation Check After Q3 Beat And Raised 2025 Outlook

Why Trimble’s latest earnings and dealer news matter for shareholders Trimble (TRMB) recently reported Q3 2025 results that were ahead of expectations, with strong revenue and record annualized recurring revenue, and raised its full year 2025 outlook under the Connect & Scale strategy. At the same time, the company named West Side Tractor Sales Co. as the newest Trimble Technology Outlet, expanding direct access to its construction technology for John Deere earthmoving equipment users across...
NYSE:IQV
NYSE:IQVLife Sciences

IQVIA Holdings (IQV) Valuation Check After Profit Guidance Disappoints Despite Solid Quarterly Revenue Beat

IQVIA Holdings (IQV) is back in focus after its latest earnings report, where solid fourth quarter revenue and an earnings beat met softer profit guidance for 2026, shifting the market’s attention toward future profitability. See our latest analysis for IQVIA Holdings. That cautious 2026 profit outlook has fed into IQVIA Holdings' share price performance, with a 7 day share price return of 18.54% and a 30 day share price return of 22.66%, while the 1 year total shareholder return of 9.92% and...
NasdaqGS:EXTR
NasdaqGS:EXTRCommunications

Assessing Extreme Networks (EXTR) Valuation After New AI Education Networking Suite Launch

Extreme Networks (EXTR) is in focus after launching a suite of E-Rate eligible networking solutions for K 12 schools and libraries, anchored by its AI powered Extreme Platform ONE, an all in one networking platform. See our latest analysis for Extreme Networks. At a share price of US$15.24, Extreme Networks has recorded a 4.53% share price return over the past 7 days. Its 90 day share price return shows a 14.91% decline, and its 1 year total shareholder return shows a 0.97% decline,...
NYSE:NIO
NYSE:NIOAuto

NIO Targets First Profit As Record Deliveries Test Valuation And Outlook

NIO (NYSE:NIO) expects to report its first quarterly adjusted operating profit in Q4 2025, marking a major shift after years of losses. The company reports record monthly and quarterly deliveries, including a 96% year over year delivery increase in January 2026. Management links the profit milestone to stronger sales, better vehicle margins, and cost reduction efforts across the business. NIO, trading at around $5.04 per share, sits at an interesting point in its story, with the stock up...