U.S. Tech Hardware Stock News

In January 2026, Clearway Energy Group announced three new long-term power purchase agreements with Google, totaling 1.17 GW of carbon-free energy projects across Missouri, Texas, and West Virginia, representing over US$2.40 billions of investment and expected to begin construction this year. These contracts significantly expand Clearway’s existing relationship with Google and further anchor its portfolio in long-duration agreements that can support data center energy needs across SPP,...

Guidance puts Birkenstock Holding (BIRK) back in focus Birkenstock Holding (BIRK) issued fresh earnings guidance for its fiscal first quarter 2026, flagging expected revenue of €402 million and highlighting how currency moves could shape the final reported growth figures. The company is calling for year-over-year revenue growth of 11.1% on a reported basis and 17.8% in constant currency. The gap is mainly tied to US Dollar depreciation against the Euro compared with the prior year period. See...

Fabrinet recently announced it will release its second-quarter fiscal 2026 results, for the period ended December 26, 2025, after market close on February 2, 2026, followed by a conference call and webcast. Ahead of this earnings release, multiple analysts upgraded their views on Fabrinet, highlighting its role as a key Nvidia supplier and its exposure to growing optical networking and 1.6T data center demand. Next, we’ll explore how Fabrinet’s strengthened positioning as a critical Nvidia...

Why Kennametal is on investors’ radar today Kennametal (KMT) has caught investor attention after a strong share price move over the past 3 months, with the stock showing solid gains alongside positive recent revenue and net income growth data. See our latest analysis for Kennametal. At a share price of $34.49, Kennametal’s recent 30 day share price return of 17.87% and 90 day share price return of 51.60% sit alongside a 1 year total shareholder return of 49.38%. This points to strong recent...

Event context and recent share performance Gen Digital (GEN) has been drawing attention after a period of mixed share performance, with the stock showing a small 1 day gain while posting declines over the past week and past 3 months. Investors are weighing this against the business fundamentals. See our latest analysis for Gen Digital. At around US$25.41 per share, Gen Digital’s recent 1 month share price return of an 8% decline and year to date share price return of a 2.53% decline contrast...

NetApp (NasdaqGS:NTAP) has appointed Paul Fipps, a former executive at ServiceNow and Under Armour, to its Board of Directors. Fipps brings technology, customer operations, and digital transformation experience to the boardroom. The appointment comes as NetApp continues to refine its growth plans in a competitive enterprise technology market. NetApp shares recently closed at $97.42, with the stock showing a 58.6% return over 3 years and 65.0% over 5 years. More recently, the share price has...

In January 2026, Concentrix reported fourth‑quarter and full‑year 2025 results showing slightly higher revenue year over year but swinging from net income to a net loss of about US$1.48 billion in the quarter and US$1.28 billion for the year, while continuing dividends and buybacks and issuing 2026 revenue and operating income guidance. At the same time, Concentrix highlighted that over 40% of new business now incorporates its own technology and it was named a Leader by NelsonHall for...

If you are wondering whether Tetra Tech is attractively priced right now, you are not alone, especially with mixed signals coming from its recent share performance. The stock last closed at US$36.97, with a 0.8% decline over the past week, an 8.2% gain over 30 days, a 9.9% return year to date, a 2.9% decline over 1 year, 22.5% over 3 years, and 56.9% over 5 years. Recent attention on Tetra Tech has focused on how the market is reassessing companies in the commercial services space and how...

Earlier this week, Exane BNP Paribas downgraded Wolverine World Wide, signaling a shift in analyst sentiment toward the footwear group’s prospects. This downgrade comes as Wolverine’s portfolio of work, outdoor, and lifestyle brands is gaining fresh online attention and participating in a growing global work boots market. We’ll now examine how this analyst downgrade, against a backdrop of renewed brand buzz and work-boot market growth, shapes Wolverine’s investment narrative. Trump has...

Moderna (NasdaqGS:MRNA) is reducing its focus on late stage vaccine development in the U.S. due to regulatory and market access hurdles. The company is redirecting resources toward cancer and rare disease therapies, aiming to build a broader pipeline beyond traditional vaccines. This shift reflects the impact of U.S. government mandates and access challenges on Moderna's vaccine business model. For you as an investor, the key point is that Moderna is leaning further into its mRNA platform...

Recent trading in ServiceTitan (TTAN) has drawn attention as the stock’s one-month return shows a 14.5% decline, alongside a 6.1% decline over the past 3 months and a 5.6% decline over the past year. See our latest analysis for ServiceTitan. At a share price of $92.49, ServiceTitan’s recent 1-day and 7-day share price returns in positive territory contrast with weaker 1-month and year-to-date share price performance, which may indicate fading momentum rather than a strong rebound in total...

Event overview and recent share performance Stanley Black & Decker (SWK) shares closed at US$82.48, with the stock showing mixed recent performance, including a roughly 10% gain over the past month and about 17% over the past 3 months. See our latest analysis for Stanley Black & Decker. Looking beyond the recent gains, Stanley Black & Decker’s share price has a 30 day return of about 10% and a 90 day return of roughly 17%. However, the 1 year total shareholder return is slightly negative and...

Elevance Health, NYSE:ELV, is seeing a persistent decline in its customer base over the past two years. This contraction comes while the company reports capital efficient growth and a solid competitive position in its core markets. The combination of customer losses and operational strength raises questions about competition, product fit, and possible signs of market saturation. For investors tracking NYSE:ELV, the picture is mixed. The stock trades at $371.06, with a 30 day return of 8.1%...

Hertz Global Holdings recently expanded its technology partnership with Kyndryl Holdings under a renewed five-year agreement to modernize core systems, migrate legacy mainframe workloads to cloud-based architectures, and apply AI-driven automation across operations. The use of Kyndryl’s Agentic AI Framework to consolidate IT platforms and streamline workflows could materially influence how Hertz manages efficiency and customer experience across its rental network. We’ll now examine how this...

NANO Nuclear Energy (NasdaqCM:NNE) announced new alliances aimed at deploying its micro modular reactors in South Korea through a partnership with DS Dansuk. The company also entered a collaboration with Ameresco to explore using its microreactors across federal and commercial construction projects. These agreements are intended to expand the reach and potential use cases of NANO's microreactor technology across key global and institutional markets. NANO Nuclear Energy, trading under...

Allison Transmission Holdings (ALSN) has drawn fresh attention after recent share price moves, with the stock showing mixed short term returns but stronger gains over the past 3 months and year to date. See our latest analysis for Allison Transmission Holdings. While the latest 1 day and 7 day share price returns have been slightly negative, the 30 day share price return of 8.7% and 90 day share price return of 32.35% suggest momentum has been building. This has been supported by longer term...

Why Toast stock is back in focus Toast (TOST) is attracting fresh attention after rolling out new AI powered tools for catalog management, pricing, and marketing that aim to reposition its platform as a broader retail operating system. This product shift, paired with a recent analyst upgrade and a rebound in risk appetite for tech names, has pulled the stock back onto many watchlists as investors reassess what they are paying for in Toast today. See our latest analysis for Toast. Toast's 1...

In mid-January 2026, AbbVie reported positive Phase 3 results for its bispecific antibody epcoritamab in relapsed/refractory diffuse large B-cell lymphoma, and separately AbbVie and RemeGen entered an exclusive licensing deal for RC148, a PD-1/VEGF-targeted bispecific antibody for advanced solid tumors. Together with AbbVie’s push into obesity treatments and ongoing strength in immunology, these cancer-focused moves reinforce its efforts to broaden its oncology and metabolic disease...

Quest Diagnostics (NYSE:DGX) has been named to Fortune's World's Most Admired Companies list for the 12th consecutive year. The company ranked number two in its industry in the latest edition of the rankings. For investors watching NYSE:DGX, this recognition sits alongside a recent share price of $181.02 and a value score of 4. Over the past year the stock has returned 18.7%, and over the past five years it has returned 54.6%. Recent performance has been mixed in the short term, with a 4.5%...

SES AI (SES) is back on watch after a series of company updates related to its Korea battery expansion with Top Material, the MU-1 Molecular Universe platform, and its moves into energy storage systems. See our latest analysis for SES AI. The recent Korea expansion plans and MU-1 platform launch come as SES AI’s 30 day share price return sits at 17.65% and its year to date share price return at 25%. The 1 year total shareholder return of 112.39% contrasts with a 3 year total shareholder...

Eastern Bankshares (EBC) closed out FY 2025 with Q4 revenue of US$278.6 million and basic EPS of US$0.46, alongside net income of US$99.5 million, setting a clear marker for how the year ended on both the top and bottom line. Over recent periods, revenue has ranged from US$156.4 million in Q3 2024 to US$278.6 million in Q4 2025, while basic EPS has moved between a loss of US$1.09 in Q1 2025 and a profit of US$0.53 in Q3 2025. This gives investors a broad view of how earnings power has shifted...

Visa (NYSE:V) has partnered with Mercuryo to enable near real-time crypto to fiat conversion using Visa Direct. The collaboration allows users to convert cryptocurrencies and spend them at merchants across Visa's global network. The rollout supports cross border payments and aims to make Web3 payments more accessible for everyday spending. For Visa, a global payments network focused on card payments and money movement, this tie up with Mercuryo fits into a broader push to connect...

CVR Partners (UAN) has caught investor attention after a strong run in recent months, with the unit price near $118 and recent returns over the past month and past 3 months attracting closer scrutiny. See our latest analysis for CVR Partners. The recent 1 month share price return of 22.29% and 3 month share price return of 26.56% sit alongside a 1 year total shareholder return of 64.14% and a very large 5 year total shareholder return. Together, these figures suggest momentum has been...

Anywhere Real Estate Inc. previously filed a Form 15 with the SEC to voluntarily deregister its US$0.01 par value common stock, effectively moving to end its obligations as a publicly reporting company. This step, paired with Anywhere Real Estate’s removal from a wide range of Russell indices, signals a major shift in how the company will be accessed by institutional investors and tracked by the market. We’ll now explore how Anywhere Real Estate’s voluntary deregistration and index removals...