While revenue came in below Wall Street estimates and declined from the prior year, the company posted an earnings beat, improved operating income and ended the quarter with a significantly larger cash position. Here’s what investors need to know.GameStop stock is showing downward bias. Where is GME stock headed?GameStop Earnings Beat Offset By Revenue MissGameStop reported fourth-quarter revenue of $1.10 billion, missing analyst estimates of $1.47 billion and down from $1.28 billion in the same quarter las ...

CINCINNATI, March 26, 2026 (GLOBE NEWSWIRE) -- Hillman Solutions Corp. (Nasdaq: HLMN) (the “Company” or “Hillman”), a leading provider of hardware-related products and merchandising solutions, today announced it has been named a recipient of the 2026 James A. Wuenker Growth Award by REDI Cincinnati in recognition of the Company’s commitment to the redevelopment of the Forest Fair Mall site. The project involves the construction of a multipurpose facility in Forest Park, Ohio at the former Forest Fair Mall s ...

With a market cap of $51.5 billion, Fastenal Company (FAST) is a wholesale distributor of industrial and construction supplies operating across the United States, Canada, Mexico, and other international markets. Headquartered in Winona, Minnesota, the company provides a wide range of products, including fasteners, hardware, and maintenance supplies to industries such as manufacturing, construction, and government sectors. Fastenal is scheduled to release its fiscal Q1 2026 results before the market opens ...

Valued at $17.6 billion by market cap, Trimble Inc. (TRMB) is a global technology company that provides hardware, software, and data solutions that connect physical operations with digital workflows across industries such as construction, geospatial, transportation, agriculture, and utilities. The Colorado-based company is built around advanced positioning, scanning, and analytics technologies, including GNSS, 3D surveying, machine control, and cloud-based platforms, that help professionals improve accurac ...

Core Insights - Diamond Hill Capital's "Mid Strategy" reported a strong performance in Q4 2025, with a return of 3.65% compared to the Russell Midcap Index's 0.16% [1] - The strategy achieved a year-to-date return of 13.47%, outperforming the Russell Midcap Index's 10.60% [1] - AI-related spending was a significant driver in equity markets, although investor caution emerged in December [1] Company Highlights - Ciena Corporation (NYSE:CIEN) was identified as a leading contributor to the Diamond Hill Mid Strategy, benefiting from increased demand related to hyperscalers and AI [2][3] - Ciena's stock closed at $370.05 on March 17, 2026, with a one-month return of 19.00% and a remarkable 461.53% increase over the past 52 weeks [2] - The company reported record revenue of $1.43 billion in Q1 of fiscal 2026, reflecting strong business execution [3] Market Position - Ciena Corporation has a market capitalization of $52.349 billion, indicating its significant presence in the network technology sector [2] - Despite its strong performance, Ciena is not among the 40 most popular stocks among hedge funds heading into 2026, with 71 hedge fund portfolios holding its stock at the end of Q4 [3] - The company is positioned to benefit from growing cloud spending, particularly in its pluggables and data interconnect business [3]

Core Insights - Oracle Corporation reported adjusted earnings of $1.79 per share for Q3 FY2026, exceeding the consensus estimate of $1.70, with revenue of $17.19 billion compared to expectations of $16.91 billion [1] - The company plans to raise between $45 billion and $50 billion in FY2026 to invest in cloud infrastructure, reflecting the increasing demand for AI infrastructure, as evidenced by a quadrupling of remaining performance obligations to over $553 billion year-over-year [2] - Oracle's capital expenditures are projected to reach $50 billion for FY2026, despite the cancellation of plans to expand its AI data center in Texas due to financing issues and changing needs from OpenAI [3] Financial Performance - Adjusted earnings per share for Oracle were reported at $1.79, surpassing the consensus estimate of $1.70 [1] - Revenue for the quarter was $17.19 billion, exceeding the expected $16.91 billion [1] Investment Outlook - 45 analysts cover Oracle, with 35 rating it as a Buy, 9 as a Hold, and 1 as a Sell, indicating strong market confidence [3] - The average price target for Oracle is $240, suggesting an upside potential of over 60.50% as of March 10 [3] Business Segments - Oracle operates through three main business segments: Cloud and License, Hardware, and Services, providing IT-related products and services to enterprises [4]

Core Insights - CDW Corporation, based in Vernon Hills, Illinois, specializes in IT solutions with a market cap of $15.3 billion, offering a range of products including hardware, software, cloud computing, and security solutions [1][2] Company Overview - CDW is classified as a large-cap stock due to its market capitalization exceeding $10 billion, highlighting its significant influence in the IT services industry [2] - The company boasts a diversified portfolio of IT solutions, strong vendor relationships, and a culture that fosters innovation and adaptability [2] Stock Performance - CDW's stock has experienced a decline of 38.2% from its 52-week high of $192.30, reached on May 14, 2025, and has fallen 20.7% over the past three months, underperforming the Technology Select Sector SPDR Fund (XLK) [3] - Year-to-date, CDW shares are down 12.7% and have decreased 28.4% over the past 52 weeks, significantly lagging behind XLK's performance [5] - The stock has been trading below its 50-day and 200-day moving averages since late July 2025, indicating a bearish trend [5] Recent Financial Results - On February 4, CDW reported Q4 results with an adjusted EPS of $2.57, surpassing Wall Street's expectation of $2.44, and revenue of $5.5 billion, exceeding forecasts of $5.3 billion [7] Analyst Sentiment - Wall Street analysts maintain a "Moderate Buy" consensus rating for CDW, with a mean price target of $167.40, suggesting a potential upside of 40.8% from current levels [8]

Nvidia GTC Is Coming. What It Means for the Stock. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Nvidia GTC Is Coming. What It Means for the Stock.ByAdam ClarkShareResize---ReprintsNvidia CEO Jensen Huang is expected to present new hardwa ...

Core Insights - Oracle reported $17.19 billion in revenue for the quarter ended February 2026, marking a year-over-year increase of 21.7% and exceeding the Zacks Consensus Estimate by 1.77% [1] - The earnings per share (EPS) for the same period was $1.79, up from $1.47 a year ago, representing a surprise of 5.24% over the consensus estimate of $1.70 [1] Revenue Performance - Geographic Revenue: - Americas: $11.36 billion, exceeding the average estimate of $10.93 billion, with a year-over-year change of +26.2% [4] - Asia-Pacific: $1.87 billion, below the average estimate of $1.96 billion, with a year-over-year change of +9.1% [4] - Europe, Middle East and Africa: $3.96 billion, slightly below the average estimate of $4.01 billion, with a year-over-year change of +15.9% [4] - Revenue Breakdown: - Hardware: $714 million, slightly below the average estimate of $718.52 million, with a year-over-year change of +1.6% [4] - Software: $6.12 billion, exceeding the average estimate of $6.02 billion [4] - Services: $1.44 billion, above the average estimate of $1.33 billion, with a year-over-year change of +11.8% [4] - Cloud: $8.91 billion, slightly above the average estimate of $8.85 billion [4] - Cloud and Software combined: $15.03 billion, exceeding the average estimate of $14.87 billion [4] - Software Revenue: - Software License: $1.15 billion, slightly above the average estimate of $1.14 billion [4] - Software Support: $4.97 billion, exceeding the average estimate of $4.88 billion [4] - Cloud Revenues by Offerings: - Cloud Infrastructure: $4.89 billion, slightly above the average estimate of $4.85 billion, but down 21.1% year-over-year [4] - Cloud Applications: $4.03 billion, above the average estimate of $4.01 billion, with a year-over-year change of -16.3% [4] Stock Performance - Oracle's shares have returned -3.2% over the past month, compared to the Zacks S&P 500 composite's -2.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Points - ASML Holding NV has published the agenda for its 2025 Annual General Meeting (AGM) scheduled for April 22, 2026, at 10:00 CET in Veldhoven, Netherlands [1] - The Supervisory Board intends to appoint Marco Pieters as Chief Technology Officer and reappoint Roger Dassen as Chief Financial Officer and Frédéric Schneider-Maunoury as Chief Operations Officer [2] - Alexander Everke will not seek reappointment and will step down after the 2026 AGM, while Terri Kelly and An Steegen are nominated for reappointment [3][4][5] - Benjamin Loh is nominated for appointment to the Supervisory Board, bringing over 30 years of experience in the semiconductor and electronics industries [6][7] Company Overview - ASML is a leading supplier to the semiconductor industry, providing hardware, software, and services for mass production of integrated circuits [8] - The company aims to advance the development of more affordable, powerful, and energy-efficient microchips, addressing challenges in healthcare, energy, mobility, and agriculture [8] - ASML operates globally with over 44,000 employees and is traded on Euronext Amsterdam and NASDAQ under the symbol ASML [9]