U.S. Tech Hardware Stock News

NYSE:SPHR
NYSE:SPHREntertainment

Sphere Entertainment (SPHR) Is Up 24.1% After Turning a Loss Into Full-Year Profit - What's Changed

Sphere Entertainment Co. reported fourth-quarter 2025 sales of US$394.28 million and net income of US$64.74 million, turning a prior-year loss into earnings per share of US$1.23 on a diluted basis; for the full year, sales reached US$1.22 billion with net income of US$33.41 million. Management linked this earnings turnaround to strong demand for immersive Sphere Las Vegas programming like “The Wizard of Oz at Sphere,” alongside plans to expand the Sphere venue concept to National Harbor and...
NasdaqGS:BKR
NasdaqGS:BKREnergy Services

Assessing Baker Hughes (BKR) Valuation After New AI Data Center Turbine Contract And Growing Revenue Visibility

Baker Hughes (BKR) is back in focus after Twenty20 Energy awarded the company a contract for 10 Frame 5 gas turbines to power AI driven data centers in Georgia and Texas. See our latest analysis for Baker Hughes. The Twenty20 Energy order lands as momentum has been building, with a 30 day share price return of 18.26% and a year to date share price return of 29.83%. The 5 year total shareholder return of 194.77% reflects substantial compounding for long term holders. If this AI infrastructure...
NasdaqGS:INTR
NasdaqGS:INTRBanks

Did Dividend Hike, Earnings Jump and US License Just Shift Inter & Co's (INTR) Investment Narrative?

Inter & Co’s board approved a cash dividend of US$0.113101823 per common share, with an estimated R$0.594689388 per Brazilian Depositary Receipt, and reported fourth-quarter 2025 net income of R$374 million, up from R$275 million a year earlier. Beyond the dividend, Inter & Co’s recent net income improvement, rapid loan portfolio expansion, and newly secured US bank license collectively underline a broader strengthening of its business model and growth avenues across Brazil and the United...
NasdaqCM:UFPT
NasdaqCM:UFPTMedical Equipment

Assessing UFP Technologies (UFPT) Valuation After Recent Share Price Momentum And Undervaluation Debate

Why UFP Technologies is on investors’ radar today UFP Technologies (UFPT) has drawn fresh attention after recent share price moves, with the stock down over the past week and month, yet positive over the past 3 months and year to date. See our latest analysis for UFP Technologies. Short term, the 1 week share price return of 8.05% and 1 month share price return of 5.65% contrast with a 10.32% 3 month share price gain and strong 3 year total shareholder return of 108.44%. This suggests longer...
NasdaqGM:WLDN
NasdaqGM:WLDNProfessional Services

The Bull Case For Willdan Group (WLDN) Could Change Following Major San Diego Decarbonization Contract Win

In February 2026, Willdan Group, Inc. announced it had been selected by the City of San Diego to implement a US$112 million energy savings performance contract covering 40 city facilities and 39,000 streetlights, including electrification, battery storage, HVAC and water heating upgrades, and solar infrastructure. This citywide program not only broadens Willdan’s portfolio in municipal decarbonization projects but also showcases its capability to manage complex, multi-technology energy...
NasdaqGS:NTAP
NasdaqGS:NTAPTech

Assessing NetApp (NTAP) Valuation After Earnings Beat And Supportive Interest Rate Expectations

Recent attention on NetApp (NTAP) has been driven by its earnings and revenue coming in ahead of consensus estimates, alongside a friendlier interest rate backdrop that has improved sentiment toward many established technology names. See our latest analysis for NetApp. At a share price of US$102.42, NetApp has seen a 4.3% 1 day share price return after its earnings beat and a softer inflation print. Its 1 year total shareholder return of a 12.2% decline contrasts with 3 and 5 year total...
NasdaqGS:MBX
NasdaqGS:MBXPharmaceuticals

Assessing MBX Biosciences (MBX) Valuation After Positive Analyst Sentiment And Pipeline Progress

Recent interest in MBX Biosciences (MBX) has been driven by progress across its peptide therapy pipeline, including Phase 2 work on MBX 2109. This has coincided with largely positive analyst sentiment and fresh visibility at major healthcare investor conferences. See our latest analysis for MBX Biosciences. At a share price of $38.09, MBX Biosciences has seen mixed near term trading, with a 30 day share price return of a 6.02% decline, while its 90 day share price return of 48.73% and 1 year...
NasdaqGS:TILE
NasdaqGS:TILECommercial Services

A Look At Interface (TILE) Valuation After A Cautious Earnings Beat And Margin Support

Recent earnings set the tone for Interface stock Interface (TILE) recently released earnings that slightly exceeded Wall Street expectations. Investors responded to steady profitability, cautious growth signals, and margin support from pricing discipline and lower input costs. See our latest analysis for Interface. Interface’s share price has been firming over recent months, with a 30 day share price return of 8.06% and a 90 day share price return of 31.29%. The 1 year total shareholder...
NYSE:MAS
NYSE:MASBuilding

Masco’s New US$2 Billion Buyback and Dividend Hike Might Change The Case For Investing In Masco (MAS)

In the past week, Masco Corporation reported its 2025 fourth-quarter and full-year results, showing slightly lower sales and net income year over year, while also recording a US$5 million impairment on other intangible assets. Alongside these results, Masco outlined 2026 guidance, raised its quarterly dividend to US$0.32, completed a sizeable prior buyback, and authorized a new US$2.00 billion repurchase program focused on shareholder returns and selective bolt-on acquisitions in plumbing,...
NYSE:SYK
NYSE:SYKMedical Equipment

Assessing Stryker (SYK) Valuation After New Trauma Launch And Better Than Expected Earnings

Why Stryker’s new trauma product launch matters for shareholders Stryker (SYK) is back in focus after launching its T2 Alpha Humerus Nailing System, a new trauma product aimed at complex upper arm fractures, alongside earnings that exceeded market expectations and an optimistic management outlook. Together, the product launch and earnings update give you two angles to think about: how Stryker is trying to deepen its trauma and orthopedics offering, and how current demand trends are feeding...
NYSE:GTES
NYSE:GTESMachinery

A Look At Gates Industrial (GTES) Valuation After Recent Short Term Share Price Momentum

Event context and recent share performance With no specific news event driving headlines, Gates Industrial (GTES) has still drawn attention after a recent close at $27.97, alongside month and past 3 months returns of 22.9% and 30.8%. See our latest analysis for Gates Industrial. The recent 22.9% 1 month share price return and 30.8% 3 month share price return, against a 1 year total shareholder return of 23.5% and a 3 year total shareholder return near 2x, points to momentum that has...
NasdaqGS:COLM
NasdaqGS:COLMLuxury

Columbia’s 2026 Guidance And Capital Returns Might Change The Case For Investing In Columbia Sportswear (COLM)

In early February 2026, Columbia Sportswear Company announced past fourth-quarter and full-year 2025 results showing slightly lower quarterly sales and earnings, issued 2026 guidance calling for modest full-year net sales growth alongside softer first-quarter expectations, confirmed a regular US$0.30 per-share quarterly dividend payable March 20, 2026, and reported additional share repurchases under its long-running buyback program. Together, these updates highlight a company balancing cost...
NYSE:CTOS
NYSE:CTOSTrade Distributors

Custom Truck One Source (CTOS) Is Up 5.7% After New Hiab Distribution Deal Expands U.S. Reach

In February 2026, Hiab announced a dealer agreement with Custom Truck One Source to expand sales and service coverage for HIAB loader cranes across 12 U.S. states and MOFFETT truck mounted forklifts across eight Northeastern states. This arrangement meaningfully broadens Custom Truck’s access to crane and forklift customers in key Western and Northeastern regions, potentially deepening its role as a one-stop specialty equipment partner for infrastructure clients. Next, we’ll examine how this...
NYSE:PAG
NYSE:PAGSpecialty Retail

What Penske Automotive Group (PAG)'s Earnings Miss and Dividend Hike Means For Shareholders

Penske Automotive Group recently reported past fourth quarter and full-year 2025 results showing slightly lower sales and earnings year on year, while its board approved a 1.4% increase in the quarterly dividend to US$1.40 per share, marking the 21st consecutive quarterly raise payable on March 5, 2026. Alongside softer new vehicle and commercial truck volumes, the company continued to reshape its portfolio through acquisitions, divestitures, and share buybacks, aiming to support cash...
NYSE:JEF
NYSE:JEFCapital Markets

Assessing Jefferies Financial Group (JEF) Valuation After Recent Weak Short Term Share Price Performance

Jefferies Financial Group stock: recent performance snapshot Jefferies Financial Group (JEF) has been on investors’ radar after a stretch of mixed returns, with the share price down over the past month and year, but higher across the past 3 years and 5 years. See our latest analysis for Jefferies Financial Group. With the latest share price at $53.72, Jefferies’ recent 7 day share price return of an 8.86% decline and 30 day share price return of a 15.33% decline contrast with its 3 year total...
NYSE:VYX
NYSE:VYXSoftware

Assessing NCR Voyix (VYX) Valuation As Mixed Returns Contrast With Undervalued Narrative

NCR Voyix (VYX) has been drawing attention after its shares closed at $9.49, with recent returns showing mixed momentum over the past week, month, and past 3 months as investors reassess the story. See our latest analysis for NCR Voyix. That recent 1 day share price gain of 1.50% sits against weaker momentum. A 30 day share price return of 11.06% and a 1 year total shareholder return of 22.78% point to pressure on longer term holders. If NCR Voyix’s mixed performance has you looking around...
NYSE:WBS
NYSE:WBSBanks

Webster Financial (WBS) Valuation Check After Recent Share Price Momentum And Private Credit Expansion Plans

Webster Financial (WBS) has drawn investor attention after recent trading, with the stock closing at $71.13. With mixed short term returns and stronger longer term figures, many investors are reassessing the bank’s profile. See our latest analysis for Webster Financial. The recent 1 day share price return of 0.49% and 7 day share price return of 2.73% pull back comes after a 30 day share price return of 10.23% and 90 day share price return of 30.49%, alongside a 1 year total shareholder...
NasdaqGS:EA
NasdaqGS:EAEntertainment

Is It Too Late To Consider Electronic Arts (EA) After A 56% One Year Rally?

Wondering if Electronic Arts at around US$200 a share is still offering fair value or if the easy money has already been made? This article walks through the key numbers so you can judge for yourself. Electronic Arts shares most recently closed at US$200.62, with returns of 0.3% over 7 days, a 1.8% decline over 30 days, a 1.9% decline year to date, 55.8% over 1 year, 82.0% over 3 years and 41.2% over 5 years. Recent headlines have focused on Electronic Arts in the context of broader gaming...
NYSE:CMP
NYSE:CMPMetals and Mining

A Look At Compass Minerals (CMP) Valuation After First Quarter Profitability Turnaround

Earnings shift puts Compass Minerals International in focus Compass Minerals International (CMP) is back on investors’ radar after first quarter results showed sales of US$396.1 million and net income of US$18.6 million, compared with a net loss in the same period last year. See our latest analysis for Compass Minerals International. That earnings turnaround has arrived alongside a sharp shift in sentiment, with a 39.72% 90 day share price return at a US$23.99 share price and a 113.62% 1 year...
NYSE:BBWI
NYSE:BBWISpecialty Retail

The Bull Case For Bath & Body Works (BBWI) Could Change Following Dividend Hike And Disney Tie-In

In early February 2026, Bath & Body Works, Inc. declared a regular quarterly dividend of US$0.20 per share, payable on 6 March 2026 to shareholders of record on 20 February 2026, while also rolling out an expanded Disney Princess Collection with more than 90 new products and member-exclusive early access. This combination of a continued cash return to shareholders and a high-profile Disney collaboration highlights how Bath & Body Works is using partnerships and loyalty perks to reinforce...
NasdaqGS:SKWD
NasdaqGS:SKWDInsurance

A Look At Skyward Specialty Insurance Group (SKWD) Valuation After Reinhart Partners Lifts Its Stake

Reinhart Partners’ recent decision to lift its Skyward Specialty Insurance Group (SKWD) position to 3.7% of its portfolio has turned fresh attention to the insurer’s growth, capital strength, and new Power Generation offering. See our latest analysis for Skyward Specialty Insurance Group. Recent price action has been mixed, with a 2.9% 7 day share price return set against a 30 day share price decline of 2.7% and a year to date share price fall of 6.9%. The 3 year total shareholder return of...
NYSE:BNL
NYSE:BNLREITs

A Look At Broadstone Net Lease (BNL) Valuation After Investor Day And US$352 Million Healthcare Asset Sale

Investor day puts Broadstone Net Lease (BNL) in focus Broadstone Net Lease (BNL) has moved into the spotlight after its investor day, where management highlighted a healthcare asset simplification plan, an industrial development pipeline, and the completed US$352 million sale of 57 healthcare properties. See our latest analysis for Broadstone Net Lease. Recent momentum has been firm, with a 1 month share price return of 4.97% feeding into a 12.49% year to date share price gain and a 37.00% 1...
NasdaqGM:ORKA
NasdaqGM:ORKABiotechs

Assessing Oruka Therapeutics (ORKA) Valuation After Recent Trading Cooldown

Understanding Oruka Therapeutics after recent trading moves Recent trading in Oruka Therapeutics (ORKA) has drawn attention, with the stock closing at US$32.21 and showing mixed short term performance, including a 1 day decline and losses over the past week and month. See our latest analysis for Oruka Therapeutics. While the recent 1 day, 7 day, and 30 day share price returns are slightly negative, the 90 day share price return of 14.1% and 1 year total shareholder return of 188.1% point to...
NYSE:BRBR
NYSE:BRBRPersonal Products

BellRing Brands (BRBR) Is Down 8.5% After Class Action Lawsuits Challenge Sales Disclosures And CEO Transition

In early February 2026, BellRing Brands reported first-quarter fiscal 2026 results showing modest sales growth to US$537.3 million but a sharp drop in net income to US$43.7 million, narrowed full-year guidance, fresh share repurchases totaling about US$97 million in late 2025, and the planned retirement of CEO Darcy Davenport by September 30, 2026. At the same time, BellRing became the focus of multiple securities class action filings alleging misleading disclosures about the sources and...