U.S. Tech Hardware Stock News

NYSE:SNDR
NYSE:SNDRTransportation

Assessing Schneider National (SNDR) Valuation After Citigroup Downgrade And Recent Share Price Momentum

Citigroup’s downgrade of Schneider National (SNDR) from Neutral to Sell has put fresh attention on the stock, coming shortly after the company’s fourth quarter and full year 2025 earnings release. See our latest analysis for Schneider National. At a share price of US$29.72, Schneider National’s 90-day share price return of 36.64% and 30-day share price return of 3.34% suggest momentum had been building before Citigroup’s downgrade. The 1-year total shareholder return of 8.64% reflects a...
NYSE:GLW
NYSE:GLWElectronic

Corning (GLW) Valuation Check After US$6b Meta AI Data Center Supply Deal

Corning (GLW) is back in focus after securing a supply agreement with Meta valued at up to US$6b for fiber optic cables serving AI data centers, highlighting its Optical Communications business. See our latest analysis for Corning. The Meta agreement has arrived at a time when sentiment around Corning has already been strong, with a 51.23% 30 day share price return and a very large 305.35% 3 year total shareholder return pointing to strong momentum rather than a short term spike. If Corning’s...
NYSE:CCL
NYSE:CCLHospitality

A Look At Carnival Corporation (CCL) Valuation After Earnings Surprises And New Fleet Agreements

Carnival Corporation & (CCL) earnings surprises and operations in focus Carnival Corporation & (CCL) is back on investor radars after four straight quarters of positive earnings surprises, alongside fresh fleet wide operational agreements and new port development projects that spotlight ongoing business adjustments. See our latest analysis for Carnival Corporation &. Despite a small 1 day share price pullback, Carnival’s 90 day share price return of 26.59% and 1 year total shareholder return...
NasdaqGS:EXLS
NasdaqGS:EXLSProfessional Services

EXL Patents New AI Data Tools As Shares Trade Below Targets

ExlService Holdings (NasdaqGS:EXLS) has received 10 new U.S. patents covering AI and data-focused solutions. The patents span multiple sectors, including insurance, healthcare, retail, utilities, and financial services. Newly protected capabilities target data readiness for AI, workflow automation, and tuning large language models for enterprise use. For shareholders watching NasdaqGS:EXLS, this patent batch lands after a challenging stretch for the stock, with the share price at $30.25 and...
NasdaqGS:GEN
NasdaqGS:GENSoftware

Gen Digital (GEN) Is Up 7.6% After Q3 Beat And AI Agent Trust Hub Launch - What's Changed

Gen Digital Inc. recently reported third-quarter fiscal 2026 results, with sales rising to US$1,240 million and net income to US$192 million year on year, while also declaring a quarterly dividend of US$0.125 per share payable on March 11, 2026. Alongside these results, the company launched its Gen Agent Trust Hub to address emerging security risks from autonomous AI agents, signaling an effort to position its cyber safety platform at the center of the AI “agentic” ecosystem. We’ll now...
NasdaqGS:ILMN
NasdaqGS:ILMNLife Sciences

Why Illumina (ILMN) Is Down 12.9% After 2026 Outlook And SomaLogic Deal Close - And What's Next

In early February 2026, Illumina reported fourth-quarter 2025 revenue of US$1,159 million and full-year 2025 revenue of US$4.34 billion, issued 2026 revenue guidance of US$4.5–4.6 billion, and closed its SomaLogic acquisition. At the same time, Illumina expanded its role in clinical and conservation genomics, including a sequencing agreement for up to 4,000 Frozen Zoo® samples with the San Diego Zoo Wildlife Alliance. Now we’ll examine how Illumina’s 2026 guidance, including the SomaLogic...
NYSE:IT
NYSE:ITIT

Gartner Refocuses As G2 Buys Capterra And Other Review Platforms

Gartner (NYSE:IT) is selling its software review platforms Capterra, Software Advice, and GetApp to G2. The deal shifts ownership of three widely used B2B software discovery sites to a single operator in the sector. This transaction marks a change in Gartner's portfolio mix and reduces its direct exposure to software review marketplaces. For you as an investor, this move matters because Gartner has been known for both its research and its role in software buying decisions through these...
NYSE:MSI
NYSE:MSICommunications

Assessing Motorola Solutions (MSI) Valuation After Recent Share Price Momentum And Mixed Long Term Returns

Motorola Solutions: why the recent move matters Motorola Solutions (MSI) has been drawing attention after its recent share price performance, prompting investors to look more closely at how its communications and security business might align with their portfolios. See our latest analysis for Motorola Solutions. The recent 9.2% 1-month share price return and 9.9% 3-month share price return at around $421.13 sit alongside a 1-year total shareholder return decline of 8.8% and a 5-year total...
NYSE:CMG
NYSE:CMGHospitality

Is Chipotle Mexican Grill (CMG) Price Weakness Creating A Long Term Opportunity For Investors

If you are wondering whether Chipotle Mexican Grill’s share price still reflects its long term potential, you are not alone. This article focuses squarely on what you may be paying for today. The stock last closed at US$37.22, with returns of a 6.8% decline over 7 days, 7.7% decline over 30 days, 0.7% decline year to date and 35.0% decline over 1 year, compared with gains of 12.3% over 3 years and 27.5% over 5 years. Those mixed returns sit against a backdrop of ongoing interest in...
NasdaqGS:UPWK
NasdaqGS:UPWKProfessional Services

Upwork’s AI And Enterprise Pivot Tests Growth Hopes And Valuation Discount

Upwork (NasdaqGS:UPWK) is integrating its Lifted enterprise platform into the core business while stepping up investment in artificial intelligence tools and services. The company recently reported financial results that showed weaker active client metrics and issued cautious guidance for the next quarter. Management highlighted AI driven impacts on pricing and transaction volumes as key headwinds alongside the shift toward a more enterprise focused model. These moves have raised questions...
NYSE:CNS
NYSE:CNSCapital Markets

Cohen And Steers ETF Shift Tests Valuation Premium And Dividend Support

Cohen & Steers plans to convert its Future of Energy Fund into an ETF. The shift aligns the firm with a broader move by traditional asset managers toward ETF structures. The conversion responds to changing investor preferences around access, fees, and trading flexibility. Cohen & Steers, listed as NYSE:CNS, is moving its Future of Energy Fund into an ETF format at a time when investors are paying close attention to listed asset managers and their product line ups. The shares most recently...
NasdaqGS:VRSN
NasdaqGS:VRSNIT

Does VeriSign (VRSN) Leaning on Dividends and Buybacks Reframe Its Core Growth Narrative?

VeriSign, Inc. recently reported its fourth-quarter and full-year 2025 results, showing higher sales and net income year over year, while also announcing a quarterly dividend increase to US$0.81 per share and updating investors on progress under its long-running share repurchase program. Beyond the headline growth in revenue and earnings, the combination of a higher dividend and continued buybacks highlights management’s emphasis on returning cash to shareholders alongside its core internet...
NasdaqGS:PSKY
NasdaqGS:PSKYMedia

Assessing Paramount Skydance (PSKY) Valuation After Recent Share Price Weakness And Undervaluation Signals

Paramount Skydance (PSKY) has caught investor attention after its recent performance, with the share price last closing at US$11.01 and short term returns showing a mix of modest gains and declines across different time frames. See our latest analysis for Paramount Skydance. Those small recent share price gains, including a 1-day share price return of 1.57% and 7-day return of 2.42%, sit against a weaker backdrop, with a 30-day share price return showing a 9.38% decline and a 90-day share...
NasdaqGS:NBIX
NasdaqGS:NBIXBiotechs

Is Neurocrine Biosciences (NBIX) Pricing Reflecting Its Strong 1 Year Share Performance?

If you are wondering whether Neurocrine Biosciences is fairly priced or offering value right now, you are not alone. This article is designed to help you frame that question clearly. The stock last closed at US$137.44, with returns of 3.6% over 30 days and 17.3% over 1 year. These figures can change how investors think about both its potential upside and its risk. Recent news coverage has focused on Neurocrine Biosciences as a key player in the US pharmaceuticals and biotech space, with...
NasdaqGS:TEAM
NasdaqGS:TEAMSoftware

Is It Time To Reassess Atlassian (TEAM) After A 73% Share Price Slide

If you are wondering whether Atlassian shares are starting to look interesting at today’s price, this article will walk through what the current market value actually reflects and what it might be missing. Atlassian’s share price closed at US$86.97, with returns of a 17.2% decline over 7 days, 40.6% decline over 30 days, 43.8% decline year to date and 72.7% decline over the past year. Even the 3 year and 5 year returns of 53.6% decline and 65.3% decline respectively show how much sentiment...
NYSE:BA
NYSE:BAAerospace & Defense

Boeing Order Surge And C-17 Deal Contrast With Workforce Concerns

Boeing (NYSE:BA) reported a record January for aircraft orders and deliveries, outpacing Airbus. The company secured a long term C-17 modernization contract with the U.S. Air Force, with work planned through 2075. Boeing booked large commercial deals with customers including Delta Air Lines and Aviation Capital Group. The company is relocating jobs to South Carolina, triggering rising union concerns about possible layoffs. Boeing, a core player in global commercial aviation and defense, is...
NasdaqGS:SNDX
NasdaqGS:SNDXBiotechs

Is It Time To Reassess Syndax Pharmaceuticals (SNDX) After A 46% One Year Share Price Gain?

If you are wondering whether Syndax Pharmaceuticals at US$21.71 is offering good value today, you are not alone. This article is here to unpack that question calmly and clearly. The stock has returned 6.3% over the last 7 days, 4.8% over 30 days, 1.9% year to date and 46.1% over the past year. However, the 3 year and 5 year returns of negative 16.5% and negative 5.0% show a more mixed longer term picture. These moves have arrived alongside ongoing interest in Syndax Pharmaceuticals' pipeline...
NYSE:MTD
NYSE:MTDLife Sciences

Assessing Mettler-Toledo (MTD) Valuation After Recent Share Price Weakness And Mixed Returns

Mettler-Toledo International (MTD) has drawn investor interest after recent trading left the shares around $1,392.65, with a value score of 1 and mixed total returns over the past year and past 3 months. See our latest analysis for Mettler-Toledo International. With the share price at US$1,392.65, Mettler-Toledo’s recent 30 day share price return of a 6.66% decline and relatively flat 90 day move contrast with a 6.10% gain in 1 year total shareholder return and a 19.39% total shareholder...
NYSE:AVTR
NYSE:AVTRLife Sciences

Avantor (AVTR) Q3 Loss Of US$711.8 Million Tests Bullish Earnings Narratives

How Avantor's FY 2025 Numbers Set the Stage for the Next Chapter Avantor (AVTR) just posted its FY 2025 third quarter results with revenue of US$1,623.8 million, a basic EPS loss of US$1.04 and net income loss of US$711.8 million, putting a sharp spotlight on profitability. The company has seen quarterly revenue move from US$1,714.4 million in Q3 2024 to US$1,686.6 million in Q4 2024, then to US$1,581.4 million and US$1,683.4 million in Q1 and Q2 2025, with EPS shifting from US$0.08 to...
NasdaqGM:NVTS
NasdaqGM:NVTSSemiconductor

A Look At Navitas Semiconductor (NVTS) Valuation After New 10 kW AI Data Center Power Platform Launch

Navitas Semiconductor (NVTS) has introduced a 10 kW all‑GaN DC‑DC power platform targeting next‑generation AI data centers, offering up to 98.5% peak efficiency, 1 MHz switching frequency, and high power density in a compact full‑brick module. See our latest analysis for Navitas Semiconductor. At a share price of $8.76, Navitas has had a mixed few months, with a 7 day share price return of 6.83% alongside a 30 day share price decline of 16.01%. Its 1 year total shareholder return of 207.37%...
NasdaqGS:CASH
NasdaqGS:CASHBanks

Is It Time To Reassess Pathward Financial (CASH) After Recent Share Price Strength?

If you are wondering whether Pathward Financial's current share price still offers value, it helps to first see how its market price lines up with what the business might be worth. The stock last closed at US$89.59, with returns of 21.8% over the past month, 24.7% year to date and 14.0% over the last year, which can change how investors think about both upside and risk. Recent news coverage has focused on Pathward Financial's position in the U.S. banking sector and how its business model...
NasdaqGS:BKNG
NasdaqGS:BKNGHospitality

Does Booking (BKNG) Using Route 66 Spotlight Hint at a Deeper Brand and Moat Strategy?

Earlier in February 2026, Booking.com was named the Official Travel Partner of the Route 66 Centennial, integrating its platform across a year-long series of road-trip events along the historic highway as it nears its 100th anniversary. This partnership puts Booking.com at the heart of a high-visibility U.S. road-trip campaign, highlighting its end-to-end trip planning tools, flexible bookings, and broad lodging and car rental coverage along the full Route 66 corridor. Next, we’ll examine...
NYSE:NU
NYSE:NUBanks

Is It Too Late To Consider Nu Holdings (NU) After A 232% Three Year Surge?

If you are wondering whether Nu Holdings is still good value after its strong run, you are not alone. The stock has quickly become a talking point for many growth focused investors. The share price recently closed at US$17.41, with total returns of 2.3% over the past week, 2.2% over the past month, 2.3% year to date and 27.6% over the last year, while the 3 year return sits at 232.3%. This naturally raises questions about what is already priced in. Recent news flow has centered on Nu...
NYSE:UNH
NYSE:UNHHealthcare

UnitedHealth Faces Medicare Scrutiny As Margin Focus Meets Revenue Headwinds

UnitedHealth Group (NYSE:UNH) is under heightened regulatory scrutiny over Medicare Advantage payment practices following a Senate Finance Committee report. The company is shifting its focus to margin instead of growth as it responds to a tougher reimbursement backdrop and closer oversight. Management is guiding for the first annual revenue decline in decades, citing adverse Medicare policy proposals. UnitedHealth Group sits at the center of US managed care, with Medicare Advantage a key...