U.S. Tech Hardware Stock News

NasdaqCM:TYGO
NasdaqCM:TYGOElectrical

Tigo Energy (TYGO) Swings To Q4 Profit Challenging Longstanding Loss-Making Narrative

Tigo Energy (NasdaqCM:TYGO) closed out FY 2025 with Q4 revenue of US$30.0 million and basic EPS of US$0.17, alongside trailing twelve month revenue of US$103.5 million and a basic EPS loss of US$0.03. The company has seen quarterly revenue move from US$14.2 million in Q3 2024 to US$30.0 million in Q4 2025, while basic EPS shifted from a loss of US$0.22 to a profit of US$0.17 over the same span, setting up a results season in which investors will be weighing improving earnings against a still...
NasdaqCM:INVZ
NasdaqCM:INVZElectronic

Innoviz Technologies (INVZ) Revenue Growth Versus Persistent Losses Tests Bullish Narratives

Innoviz Technologies (INVZ) just posted its FY 2025 numbers, with Q4 revenue at US$12.7 million and a basic EPS loss of US$0.10, alongside a trailing twelve month revenue base of US$55.1 million and a full year EPS loss of US$0.34. Over the past two reported years, the company has seen quarterly revenue range from US$4.5 million to US$17.4 million and basic EPS losses between US$0.07 and US$0.15. This gives investors a clearer view of how the top line and per share results have been tracking...
NasdaqGS:IDXX
NasdaqGS:IDXXMedical Equipment

Is It Too Late To Consider IDEXX Laboratories (IDXX) After Strong Multi‑Year Share Price Gains?

Wondering if IDEXX Laboratories at around US$657 a share still makes sense for your portfolio, or if the price is getting ahead of itself? The stock has seen mixed moves recently, with a 3.5% gain over the last 7 days, a 5.8% decline over the past month, and returns of 43.6% over 1 year and 40.1% over 3 years. Investors have been reacting to ongoing updates around the animal diagnostics and pet care market, including continued attention on long term demand for veterinary services and...
NasdaqGS:ASML
NasdaqGS:ASMLSemiconductor

ASML EUV Breakthrough Lifts Throughput As Valuation Premium Stays High

ASML Holding reports a breakthrough in EUV lithography, reaching 1,000 watts of EUV light output. The new systems are designed to lift wafer processing speeds by up to 50% without requiring extra hardware or factory space. The advance targets next generation chip production for AI and high performance computing. For investors watching NasdaqGS:ASML, this technical development comes alongside a share price of $1,526.51 and very strong longer term returns, including 31.2% year to date and...
NYSE:CPRI
NYSE:CPRILuxury

Capri Holdings Puts Finance And Operations Under Tyler Reddien For Turnaround

Capri Holdings (NYSE:CPRI) has appointed Tyler Reddien as its new Chief Financial Officer and Chief Operating Officer. Reddien steps into the dual role as the company pursues its plans in the global luxury fashion market. Capri Holdings, the owner of luxury brands in the global fashion and accessories space, now has a single executive overseeing both its finance and operations functions. For investors, a combined CFO and COO role can concentrate responsibility for capital allocation, cost...
NYSE:KBR
NYSE:KBRProfessional Services

Did Winning Iraq’s Majnoon Oil Field Services Deal Just Shift KBR’s (KBR) Investment Narrative?

KBR recently announced it had been awarded a major Integrated Field Management Services contract by Basra Oil Company for Iraq’s Majnoon Oil Field, one of the world’s largest oil assets with estimated reserves above 38.00 billion barrels, covering upstream engineering, operations, maintenance, and AI-enabled digital optimization. The contract deepens KBR’s role in Iraq’s energy sector while combining local employment and skills transfer with advanced digital engineering to modernize a...
NYSE:EHC
NYSE:EHCHealthcare

A Look At Encompass Health (EHC) Valuation After New Hospital Plan And Dividend Declaration

Dividend and expansion news in focus Encompass Health (EHC) has caught investor attention after its board declared a quarterly cash dividend of $0.19 per share, alongside plans for a new 50-bed inpatient rehabilitation hospital in Flowood, Mississippi. See our latest analysis for Encompass Health. At a share price of $106.13, Encompass Health has recently seen a 9.25% 1 month share price return, while its 1 year total shareholder return of 7.65% and 3 year total shareholder return of about 9x...
NYSE:STWD
NYSE:STWDMortgage REITs

Starwood Property Trust Margin Reliant On US$247 Million One Off Gain Challenges Bullish Narratives

Starwood Property Trust (STWD) just wrapped up FY 2025 with fourth quarter revenue of US$148.8 million and basic EPS of US$0.26, alongside trailing twelve month revenue of US$547.9 million and EPS of US$1.15 that reflects reported earnings growth of 16.7% over the past year. Over recent quarters, revenue has ranged from US$125.7 million to US$148.8 million with basic EPS between US$0.19 and US$0.38, while trailing twelve month revenue has moved between US$359.6 million and US$547.9 million as...
NYSE:SPXC
NYSE:SPXCMachinery

SPX Technologies (SPXC) Margin Expansion Reinforces Bullish Earnings Narratives Despite Premium P/E

SPX Technologies (SPXC) has wrapped up FY 2025 with fourth quarter revenue of US$637.3 million and basic EPS of US$1.57, while trailing twelve month revenue came in at about US$2.3 billion alongside EPS of US$5.13. Over the past few quarters the company has seen revenue move from US$533.7 million in Q4 2024 to US$637.3 million in Q4 2025, with basic EPS stepping from US$1.22 to US$1.57 over the same period. Those results sit on top of trailing earnings growth of 21.7% and a net margin of...
NYSE:JPM
NYSE:JPMBanks

A Look At JPMorgan Chase’s Valuation As Jamie Dimon Flags Rising Market And Credit Risks

JPMorgan Chase (JPM) has moved back into the spotlight after CEO Jamie Dimon compared today’s market conditions with the run up to the 2008 financial crisis and highlighted growing risks related to lending and elevated asset prices. See our latest analysis for JPMorgan Chase. Jamie Dimon’s warnings are landing at a time when sentiment around big banks is already fragile, with JPMorgan’s recent Q4 earnings miss, a 1 day share price return of 2.02% and a year to date share price decline of...
NasdaqGS:MYRG
NasdaqGS:MYRGConstruction

Is It Too Late To Consider MYR Group (MYRG) After Its 1 Year 118% Surge?

If you are wondering whether MYR Group is still good value after its strong run, the key question now is how its current share price compares with what the business might reasonably be worth. The stock last closed at US$274.01, with reported returns of 5.0% over the past week, 9.3% over the past month, 20.9% year to date, 117.7% over 1 year, 125.2% over 3 years and 340.4% over 5 years. This naturally raises questions about how much optimism is already reflected in the price. Recent coverage...
NYSE:LOW
NYSE:LOWSpecialty Retail

Lowe’s (LOW) Margin Slippage In Q4 Tests Bullish Pro Growth Narrative

Lowe’s Companies (LOW) has just wrapped up FY 2026 with fourth quarter revenue of US$20.6b and basic EPS of US$1.78 on net income of US$999m, setting the tone for how the home improvement chain is exiting the year. Over the past two reported fourth quarters, revenue has moved from US$18.6b in FY 2025 to US$20.6b in FY 2026, while quarterly basic EPS shifted from US$2.00 to US$1.78. This gives investors a clear snapshot of how top line scale and per share earnings are lining up. With trailing...
NYSEAM:NHC
NYSEAM:NHCHealthcare

Is It Too Late To Consider National HealthCare (NHC) After A 77% One-Year Surge?

Wondering if National HealthCare at around US$160 a share still offers value or if the easy gains are behind it? This article focuses squarely on what the current price might mean for you as an investor. The stock closed at US$160.33, with a 1.1% decline over the last 7 days, a 10.0% return over 30 days, 22.9% year to date, 77.1% over 1 year and 213.6% over 3 years. These moves naturally raise questions about how much future upside or downside the market is now pricing in. Recent coverage...
NYSE:GM
NYSE:GMAuto

Is General Motors (GM) Still Attractive After A 72% One Year Share Price Jump?

If you are wondering whether General Motors (NYSE: GM) still offers value at around US$82.43 per share, you are not alone, and the numbers give us plenty to dig into next. The stock has seen mixed recent returns, with a 1.5% decline over the last 7 days, a 3.8% gain over 30 days, a 1.8% gain year to date and a 71.9% return over 1 year, with a 119.7% return over 3 years and 62.2% over 5 years. Recent attention on General Motors has focused on its position in the US auto market and the ongoing...
NYSE:BANC
NYSE:BANCBanks

Is Banc of California (BANC) Pricing Reflect Its Recent Excess Returns Valuation Gap

If you are wondering whether Banc of California at around US$19.62 is offering fair value or a potential opportunity, the key is to look past the headline share price and into what that price implies. The stock has been relatively steady in the short term, with a 1.8% decline over the last 7 days and a 2.8% decline over the last 30 days, while still showing a 0.9% gain year to date and a 37.1% return over the past year. Recent attention on Banc of California has centered on its position...
NYSE:OGE
NYSE:OGEElectric Utilities

Assessing OGE Energy (OGE) Valuation After Recent Share Price Momentum

Why OGE Energy Is On Investors’ Radar OGE Energy (OGE) has come into focus after a recent move in its share price, with the stock last closing at $48.41. This has prompted investors to reassess how its current valuation lines up with its fundamentals. See our latest analysis for OGE Energy. For context, the recent share price move to $48.41 sits on top of an 11.88% 1 month share price return and a 12.90% year to date share price return, while total shareholder return sits at 10.76% over one...
NYSE:UWMC
NYSE:UWMCDiversified Financial

UWM Holdings (UWMC) Margins Edge To 1.1% And Test Bullish Earnings Narratives

Latest FY 2025 Results: Revenue Rebound and Margins Back in Focus UWM Holdings (UWMC) has wrapped up FY 2025 with fourth quarter revenue of US$759.0 million and basic EPS of US$0.08, while trailing twelve month revenue came in at US$2.4 billion with basic EPS of US$0.13. The company has seen quarterly revenue range from US$613.4 million to US$967.6 million across 2025, with EPS swinging between a loss of US$0.08 in Q1 and a profit of US$0.11 in Q2 before landing at US$0.08 in Q4. Over the...
NYSE:FIS
NYSE:FISDiversified Financial

Fidelity National Information Services (FIS) Q4 Profit Rebound Tests Thin-Margin Turnaround Narrative

Fidelity National Information Services (FIS) just closed out FY 2025 with Q4 revenue of US$2.8 billion and basic EPS of US$0.99, alongside net income of US$511 million that puts a clear spotlight on how the business is earning each dollar. The company has seen quarterly revenue move from US$2.6 billion and EPS of US$0.15 in Q1 2025 to US$2.8 billion and EPS of US$0.99 in Q4, with trailing twelve month EPS of US$0.73 on revenue of US$10.7 billion framing the broader trend. For investors, the...
NasdaqGS:SLAB
NasdaqGS:SLABSemiconductor

Silicon Labs (SLAB) Valuation Check After A Sharp 45% One Month Share Price Jump

Why Silicon Laboratories Is On Investors’ Radar Today Silicon Laboratories (SLAB) has caught investor attention after a sharp move in its share price over the past month, with the stock returning about 45% over that period. See our latest analysis for Silicon Laboratories. That recent 45.2% 30 day share price return and 61.9% 90 day share price return stand out against a 43.1% total shareholder return over the past year. This suggests momentum has picked up after a quieter stretch. If Silicon...
NYSE:ARR
NYSE:ARRMortgage REITs

ARMOUR Residential REIT’s Swing Back To Profit And New Dividend Might Change The Case For Investing In ARR

In February 2026, ARMOUR Residential REIT, Inc. reported full-year 2025 results showing net income of US$322.69 million and basic earnings per share from continuing operations of US$3.31, alongside declaring a US$0.24 per-share cash dividend payable on March 30, 2026 to shareholders of record on March 16, 2026. The swing from a prior-year net loss and loss per share to positive earnings highlights a material turnaround in ARMOUR Residential REIT’s profitability profile. Next, we’ll examine...
NYSE:LMT
NYSE:LMTAerospace & Defense

What Lockheed Martin (LMT)'s New Missile Deals and RAAF Training Contract Means For Shareholders

In mid-February 2026, Lockheed Martin announced a major foreign military sale to supply C-130J training devices and upgrades to the Royal Australian Air Force, alongside agreements with the U.S. government to significantly expand THAAD and PAC-3 missile interceptor production. Together with management’s projections for 2026 revenue and profit above Wall Street estimates, these contracts highlight how government partnerships can influence Lockheed Martin’s long-term earnings profile and...
NasdaqGS:ENVX
NasdaqGS:ENVXElectrical

How Investors May Respond To Enovix (ENVX) Q4 Beat Amid Cautious Analyst Sentiment

Enovix recently reported past fourth-quarter results that surpassed expectations, pointing to stronger-than-anticipated operational execution in its battery business. This outperformance, set against a backdrop of cautiously neutral analyst ratings, highlights a gap between reported progress and still‑measured market expectations. With this stronger quarterly performance now on the table, we’ll examine how it interacts with Enovix’s high-volume manufacturing and diversification...
NasdaqGS:UPWK
NasdaqGS:UPWKProfessional Services

Upwork Buyback Plan Contrasts Share Slump And Signals Valuation Gap

Upwork (NasdaqGS:UPWK) has announced a significant share repurchase program authorized by its board. The newly approved buyback gives management flexibility to purchase shares in the open market over time. The move directly affects how capital is allocated and can influence the supply of shares available to investors. For current shareholders, the announcement comes after a challenging stretch for the stock, with NasdaqGS:UPWK down 40.6% over the past 30 days and 34.6% year to date, based...
NasdaqGS:CYTK
NasdaqGS:CYTKBiotechs

Cytokinetics (CYTK) Quarterly Loss Of US$183 Million Reinforces Bearish Profitability Concerns

Cytokinetics (CYTK) has capped FY 2025 with Q4 revenue of US$17.8 million and a basic EPS loss of US$1.52, anchored by a net loss of US$183.0 million. This sets the tone for how investors are reading the latest update against a year of heavy spending. Over recent periods, the company has seen quarterly revenue range from US$1.6 million to US$66.8 million in FY 2025, while basic EPS losses have moved between US$1.12 and US$2.55. This gives a clear picture of a business that is still investing...