Shares of insulin pump maker Tandem Diabetes Care have plummeted over 80% in five years, trading near $20. A deep dive into valuation metrics suggests the stock may now be modestly undervalued, but significant risks and competitive pressures remain.
With its stock down 30% over the past year and a fresh 3.5% drop last week, Marvell Technology faces mounting pressure from its powerful institutional base, which controls 81% of the company. Analysts warn that continued underperformance could trigger a wave of selling, impacting all investors.
While speculative tech stories often capture headlines, Ashtead Technology Holdings (LON:AT.) presents a compelling case built on profitability and sustained growth. With EPS soaring 57% annually over three years and significant insider investment, the subsea equipment specialist is drawing attention from discerning investors.
Despite a recent 9.4% share price decline, Bytes Technology Group (BYIT) showcases exceptional financial health with a 69% ROE, suggesting the current weakness may be a buying opportunity for patient investors.
While investor attention fixates on flashier names, Marvell Technology's critical role in custom AI chips and data center infrastructure positions it for explosive growth, making its current valuation a potential opportunity.
Specialty metals maker Carpenter Technology posted record Q2 sales and raised its full-year operating income outlook, yet its stock fell sharply. The divergence highlights investor concerns over valuation and the company's heavy dependence on the aerospace cycle, even as demand in the sector remains robust.
Amid a broader leadership restructuring, financial giant Charles Schwab has appointed its CIO, Dennis Howard, to lead a consolidated unit overseeing technology, operations, and data, signaling a strategic shift to deepen the integration of IT with core business functions.
Specialty metals maker Carpenter Technology (CRS) posted record quarterly operating income and lifted its 2026 guidance, fueled by robust aerospace and defense demand. Despite the strong performance, its stock price has pulled back sharply, presenting a potential valuation disconnect for investors.
After two decades of trailing the S&P 500, Micron Technology's strategic pivot to high-bandwidth memory for AI data centers has catapulted it to the top of the market, with analysts forecasting a seismic shift in the memory chip industry.
Rosenblatt Securities initiates coverage on Credo Technology with a Neutral rating and a $170 price target, highlighting its strong position in high-speed connectivity for AI infrastructure while flagging competitive pressures. The note follows a more bullish target hike from Barclays earlier in the month.
Investment firm Giverny Capital Asset Management has sold its position in Align Technology (ALGN), revealing a strategic pivot towards AI-focused equities amid a challenging year where its portfolio lagged the broader market.
Align Technology is accelerating its expansion in Southeast Asia with new product launches and affordability programs, a strategic pivot as the company navigates competitive pressures and seeks to reignite investor confidence amid a challenging stock performance.
Sciwind Biosciences secures Chinese approval for its GLP-1 agonist Xianyida, entering a crowded but high-stakes diabetes treatment market dominated by global giants, as the country grapples with the world's largest diabetic population.
GSI Technology Inc. reports a 12% year-over-year revenue increase for Q3 2026, driven by defense sector adoption of its Gemini-II APU. While R&D investments pressure margins, the company highlights a strong cash position and expanding applications in smart cities and robotics.
Despite a 4.3% year-over-year revenue decline in Q3 FY2026, DXC Technology outlines a strategic pivot, leveraging its legacy systems and AI to build scalable IP and shift toward value-based pricing models.
DXC Technology's latest earnings reveal a company in transition, betting big on 'AI-native' products to offset declines in its legacy IT services. While revenue dipped, improved bookings and a strong cash position signal cautious optimism for its strategic pivot.
Driven by surging demand in aerospace and defense, Carpenter Technology (CRS) announced record-breaking quarterly profitability and raised its full-year forecast, citing constrained supply and favorable long-term pricing agreements.
Insulet Corp (PODD) has emerged as a top pick among hedge funds in the medical device sector, buoyed by overwhelmingly bullish analyst ratings and a price target suggesting significant growth potential. The company's innovative tubeless insulin pump system is seen as a key driver.
Insulet (PODD) shares have faced significant pressure in recent months, diverging from the company's underlying business performance. This analysis delves into whether the current price weakness presents a buying opportunity for the Omnipod maker or reflects deeper market concerns about its premium valuation and growth sustainability.
While fully autonomous robotic surgeons remain on the horizon, the foundational technology and data ecosystems being built today are setting the stage for a transformative shift. Two industry giants, Intuitive Surgical and Medtronic, offer investors distinct pathways to capitalize on this evolving landscape.
