U.S. Tech Hardware Stock News

Earlier this week, UBS analyst Leonardo Olmos upgraded Millicom International Cellular (TIGO) to a buy rating, citing increased confidence in the company’s growth outlook as it expands telecom services across Latin America and pursues acquisitions in Ecuador and Uruguay. This shift in analyst sentiment highlights how Millicom’s regional expansion and service diversification are increasingly shaping market perceptions of its longer-term prospects. We’ll now examine how UBS’s renewed...

Earlier this month, BioCryst Pharmaceuticals, Inc. issued full-year 2026 earnings guidance, projecting total revenue between US$635,000,000 and US$660,000,000, following its presentation at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco. This new revenue outlook provides a clearer benchmark for how management currently views demand for its rare disease therapies and overall business trajectory. Now, we’ll consider how BioCryst’s newly issued 2026 revenue guidance range...

Alaska Air Group recently reaffirmed that the Alaska Airlines and Hawaiian Airlines brands will remain distinct while it expands its global footprint, including new long-haul routes from Seattle to London, Rome, Reykjavik, Tokyo and Seoul, with some services already operating and others scheduled to begin in 2026. At the same time, the company has warned that its upcoming fourth-quarter 2025 results, due January 22, were hurt by an IT outage, government shutdown-related revenue losses and...

Pool (POOL) shares moved after the company outlined an executive transition, with long-time Senior Vice President Kenneth “Kenny” G. St. Romain set to retire in 2026 and John B. Watwood joining as Executive Vice President. See our latest analysis for Pool. The latest executive news comes on top of a sharp recent rebound, with a 30 day share price return of 15.51% and a year to date share price return of 16.66%. However, the 1 year total shareholder return remains a 22.23% decline, which...

Earlier in January, iKKO announced a collaboration with MediaTek and Silicon Motion’s SIMO unit to power MindOne, a card-sized “Always-On AI” smartphone using SIMO’s Virtual SIM technology for global fallback connectivity across more than 140 countries. This move highlights how Silicon Motion’s connectivity layer can underpin AI services that remain available even when primary networks are weak or unavailable. We’ll now explore how this AI-focused device collaboration, centered on...

In early January 2026, Microchip Technology released its JANPTX family of MIL-PRF-19500-qualified, non-hermetic plastic TVS devices for aerospace and defense, while also advancing custom firmware for its MEC1723 embedded controller to support NVIDIA DGX Spark personal AI supercomputers and qualifying automotive-grade embedded SuperFlash Gen 4 memory with UMC. Together, these developments highlight Microchip’s push into high-reliability aerospace and automotive solutions and secure,...

In recent days, TE Connectivity drew attention as multiple major banks reaffirmed positive ratings ahead of its upcoming earnings report, while investors also learned that CEO Terrence R. Curtin received US$18,325,536 in 2025 compensation alongside significant insider share sales over the past six months. The combination of bullish analyst sentiment, expectations for strong Industrial Solutions earnings growth, and concentrated insider selling creates an interesting tension between external...

Performance Food Group (PFGC) is back in focus after reporting Q3 2025 results, with revenue up 10.8% year on year to US$17.08b and full year sales guidance raised, while adjusted EPS and EBITDA guidance trailed market expectations. See our latest analysis for Performance Food Group. The mixed Q3 2025 update appears to be contributing to a picture of steady but not runaway momentum, with a 7 day share price return of 7.37% and a 30 day return of 6.49% helping lift the year to date share price...

Boot Barn Holdings (BOOT) has caught investor attention after recent share moves, with the stock showing mixed short term performance and stronger longer term returns that invite a closer look at its current valuation. See our latest analysis for Boot Barn Holdings. The latest 1 day share price return of 2.82% at US$192.69 comes after a softer 7 day share price return and more modest moves in recent months. In contrast, the 1 year total shareholder return of 19.91% and 5 year total...

In recent months, Popular Inc. has reported a higher net interest margin and strong growth in tangible book value per share, signalling a more resilient balance sheet and improved profitability drivers compared with two years ago. At the same time, analysts are reassessing Popular’s position as its revenue growth and asset base strengthen, even though its net interest income expansion trails the wider banking industry and leaves questions about underlying loan demand. With Popular’s...

Taysha Gene Therapies has reported past progress in its TSHA-102 Rett syndrome program, including dosing the first patient in the REVEAL pivotal trial and advancing enrollment, alongside further FDA alignment on the ASPIRE safety-focused study and its planned BLA submission for a broad patient population. In parallel, Taysha filed an approximately US$87.91 million shelf registration for nearly 17,976,582 common shares tied to an ESOP-related offering, highlighting ongoing preparations to...

In recent days, Centessa Pharmaceuticals reported new preclinical data showing its selective OX2R agonist reduced behavioral despair and improved wakefulness in animal models of major depressive disorder, while also outlining plans to broaden its orexin pipeline across neuropsychiatric conditions with high unmet need. Coupled with strong analyst support, leadership changes, and a planned US$250,000,000 public offering to fund late-stage trials, these developments highlight how Centessa is...

Autoliv stock: earnings strength meets new autonomous driving partnership Autoliv (ALV) has drawn fresh investor interest after a Q3 report that exceeded analyst expectations on revenue and adjusted operating income, alongside a new partnership with Tensor on a foldable steering wheel for autonomous vehicles. See our latest analysis for Autoliv. At a share price of US$126.38, Autoliv has paired renewed attention on autonomous driving features with a 7.39% 3 month share price return and a...

Quanta Services recently reorganized its reportable segments, combining electric power and renewable energy services under Electric Infrastructure Solutions and reporting a record US$39.20 billion backlog in 2025, while analysts raised earnings and revenue estimates ahead of its upcoming results. This combination of segment realignment, expanding infrastructure demand, and more optimistic analyst expectations has reinforced perceptions of resilient business trends despite cost and regulatory...

Why Johnson Controls International (JCI) is catching investor attention Johnson Controls International (JCI) has drawn fresh interest after recent share price moves, with the stock up 1.5% over the past day and 3.4% over the past week. See our latest analysis for Johnson Controls International. The recent 1-day and 7-day share price gains come after a softer 30-day share price return of 4.1% and a year to date share price return of 6.3%. Longer term total shareholder returns of 43.4% over 1...

In recent weeks, Levi Strauss & Co. has launched its Levi’s Wear Longer Project with Discovery Education, advanced AI and cloud retail tools with Microsoft, and prepared to report its fiscal 2025 results on a January 28, 2026 earnings call led by CEO Michelle Gass and CFO Harmit Singh. These moves, alongside recognition as the top retail apparel brand for customer loyalty and ongoing discounting of flagship 501 jeans, highlight how Levi’s is pairing brand-building sustainability efforts with...

Dianthus Therapeutics recently highlighted positive Phase II MaGic trial data for its complement inhibitor Claseprubart (DNTH103) in generalized myasthenia gravis and presented its broader pipeline story at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco, led by President and CEO Marino Garcia. The combination of clinically meaningful efficacy, favorable tolerability, and growing interest in mechanism-based therapies positions Claseprubart as a potentially important...

Otter Tail (OTTR) just approved a higher quarterly dividend of $0.5775 per share, lifting the indicated annual payout to $2.31 and extending its dividend track record into an 88th consecutive year. See our latest analysis for Otter Tail. At a share price of $87.85, Otter Tail has logged a 6.98% 1 month share price return and 13.11% 3 month share price return, while its 5 year total shareholder return of 139.86% points to strong long term compounding alongside the newly higher dividend. If...

In early February 2026, Digital Realty Trust reported continued momentum in its data center business, supported by stronger core FFO trends, upbeat analyst earnings revisions, and expanded AI-focused infrastructure collaborations such as its NVIDIA partnership in Northern Virginia. These developments have reinforced perceptions of robust demand for AI and cloud data center capacity, with some analysts and investors focusing on how Digital Realty’s growing project pipeline and capital...

Recent commentary around St. Joe (JOE) has zeroed in on its exposure to internal migration into Florida’s panhandle, along with ongoing share buybacks and a dividend increase that together are drawing fresh attention from investors. See our latest analysis for St. Joe. At a share price of US$65.39, St. Joe’s recent 30-day share price return of 6.67% and 90-day gain of 33.97% suggest momentum has been building, while its 1-year total shareholder return of 37.44% points to solid longer term...

Analyst optimism lifts PennyMac Financial Services (PFSI) Several investment firms raised their outlook on PennyMac Financial Services (PFSI), citing a more supportive mortgage backdrop related to government housing policies and potential changes in interest rates. See our latest analysis for PennyMac Financial Services. PennyMac Financial Services' share price has climbed to $159.46, with a 5.81% 1 day share price return and a 31.35% 90 day share price return. Its 1 year total shareholder...

In early January 2026, OSI Systems, Inc. reported that its Optoelectronics and Manufacturing division secured an approximately US$12 million repeat order from a leading healthcare OEM for optical sensors used in medical devices, alongside a separate multi-year international naval contract worth about US$30 million for advanced RF-based communication and surveillance systems. Together, these healthcare and defense orders underline OSI Systems’ ability to win sizeable, repeat business across...

In recent weeks, Jacobs Solutions announced new engineering and program management contracts with the City of Suffolk, Virginia, to expand and modernize water and wastewater infrastructure, and was selected by Hut 8 to provide EPCM services for the large-scale River Bend AI and high-performance computing data center in Louisiana. Together, these wins highlight Jacobs’ dual exposure to essential water infrastructure and rapidly growing AI-oriented data center development, reinforcing its role...

Recent commentary from Heartland Advisors put Lamar Advertising (LAMR) in focus after Q3 2025 results, ongoing share buybacks, and a higher dividend, combined with expectations around the 2026 mid-term election advertising cycle. See our latest analysis for Lamar Advertising. The recent investor letters and Q3 update have come against a backdrop where Lamar Advertising’s share price has a 90 day return of 10.12% and a year to date share price return of 6.56%. Longer term performance is...