U.S. Semiconductors Stock News

Devon Energy reported third-quarter 2025 results, posting US$4.33 billion in revenue and net income of US$687 million, alongside the repurchase of over 7.32 million shares for US$249.46 million during the period ending September 30, 2025. The company’s continued buybacks and generally resilient earnings have drawn positive analyst attention, with its operational execution highlighted as a key strength despite softer profitability compared to the prior year. We will now explore how Devon’s...

On November 5, 2025, Owens Corning reported a significant net loss for the third quarter, driven by a US$780 million goodwill impairment charge, alongside a decline in quarterly sales and cautious guidance for the upcoming quarter. This marks a notable shift in the company's recent financial outcomes, especially as its earlier performance was characterized by net income and more stable revenue. We'll examine how the large goodwill impairment and lower revenue outlook alter Owens Corning's...

Earlier this month, Trex Company reported third quarter 2025 results showing sales of US$285.35 million and lowered its full-year sales expectations, while law firms launched investigations into its inventory and sales disclosures following the announcement. An important insight is that, alongside updated forecasts and planned share buybacks, Trex is also enhancing its Midwest distribution network through an expanded partnership with Specialty Building Products, aiming to strengthen access...

Earlier this month, Evolv Technologies Holdings Inc. announced it entered into a contract manufacturing partnership with Plexus Corp. to scale production and enhance global supply capabilities. This collaboration combines Evolv's product expertise with Plexus' design and manufacturing strengths, creating new efficiencies and positioning both companies to access wider markets and improve operational resilience. We will examine how this major manufacturing partnership can impact Plexus' global...

RB Global, Inc. recently announced strong third-quarter 2025 results, reporting revenue of US$1.09 billion and net income of US$95.5 million, alongside an expanded agreement for IAA to support increased government fleet vehicle volumes through its partnership with the U.S. General Services Administration. Director Deborah Stein's purchase of 1,000 company shares marked the first insider buy in a year, reflecting heightened insider confidence amid ongoing operational growth and new contract...

Duluth Trading Co. recently announced a collaboration with Hasbro to launch a holiday collection reimagining classic Hasbro brands through apparel and in-store toy offerings, while Hasbro also unveiled a new Transformers collectible reissue with preorders now open for summer 2026 delivery. This partnership leverages Hasbro's iconic brands in fresh, nostalgia-focused products and expands its reach into new retail and gifting channels for the holiday season. We'll explore how this focus on...

V.F (VFC) drew widespread attention after the company revealed disappointing fourth quarter and full-year fiscal 2025 results. This prompted a series of securities class action lawsuits. Investors are now taking a closer look at how these developments may impact the stock’s outlook. See our latest analysis for V.F. The wave of class action lawsuits and underwhelming financial results have clearly weighed on sentiment, with V.F’s share price falling 30.5% year-to-date and its one-year total...

Scholar Rock Holding (SRRK) shares gained momentum over the past week, as the stock climbed nearly 30%. Investors are watching closely to see if recent gains point to renewed interest in the innovative biotech’s pipeline. See our latest analysis for Scholar Rock Holding. After a challenging start to the year, Scholar Rock Holding’s recent share price rally has reignited optimism, as investors respond to renewed focus on its biotech pipeline and shifting risk sentiment. Despite a year-to-date...

Centene is under the microscope after revealing an expected $1.8 billion cut to federal risk adjustment revenue. With a sicker membership pool and likely premium hikes ahead, investors are keeping a close watch on enrollment trends. See our latest analysis for Centene. Centene’s share price journey has been turbulent this year, reflecting mounting concern over subsidy reductions and higher-risk memberships. Although the stock has climbed nearly 28% in the last 90 days, its year-to-date share...

FTAI Aviation (FTAI) has been in focus after a string of insider purchases by its COO, CFO, and CEO, pointing to renewed conviction within the leadership team. This activity comes after a strong quarter for the company’s Aerospace Products division and the completion of a major capital initiative. See our latest analysis for FTAI Aviation. FTAI Aviation’s share price has come off recent highs, yet it still sports a 9.6% gain year-to-date, and momentum appears to be building again after key...

Supernus Pharmaceuticals (SUPN) just posted its third quarter earnings, showing higher revenue but a significant move from last year's profit to a net loss. At the same time, the company raised its outlook for full-year revenue and operating loss. This signals increased confidence from management for the remainder of 2025. See our latest analysis for Supernus Pharmaceuticals. Shares of Supernus Pharmaceuticals have shown solid momentum this year, with a year-to-date share price return of...

Federal Agricultural Mortgage just released third quarter results, showing growth in both net income and earnings per share compared to last year. In addition to these numbers, the company also reaffirmed its dividend payouts for shareholders. See our latest analysis for Federal Agricultural Mortgage. While Federal Agricultural Mortgage’s strong quarterly results and ongoing dividend affirmations have reinforced shareholder confidence, the company’s share price has told a more cautious story...

Kosmos Energy reported a third quarter net loss of US$124.3 million and revenue of US$311.23 million, down from the previous year, while production reached 65,500 boepd, a 3% increase over the prior quarter. Alongside these results, the company outlined plans to boost natural gas output, manage debt maturities through a new US$250 million loan facility, and reaffirmed its production guidance for the year. We'll look at how Kosmos Energy's focus on increasing production and reducing debt may...

DraftKings (DKNG) shares moved higher after director Harry Sloan purchased $757,500 in stock, signaling insider confidence. The announcement came just as the company reported improved quarterly earnings and raised its full-year revenue guidance. See our latest analysis for DraftKings. DraftKings’ recent insider buying and upbeat guidance come at a time when its momentum has been tested. The share price is down 34% over the past three months, and its year-to-date share price return stands at...

Adams Diversified Equity Fund (ADX) has announced a distribution of $0.46 per share, with payment scheduled for December 23, 2025. This maintains their strong history of annual payouts for investors. See our latest analysis for Adams Diversified Equity Fund. ADX’s $0.46 distribution comes as the fund’s momentum remains firmly positive, with the latest share price at $23.17 and a 14.36% gain year-to-date. Impressively, long-term investors have seen a total return of 23.38% over the past year,...

Earlier this month, Camden Property Trust raised its full-year 2025 earnings guidance, reported improved third-quarter financial results with net income of US$108.93 million, and continued its share repurchase program, retiring more than 465,000 shares between July and November for nearly US$50 million. The combination of stronger earnings, a higher outlook, and sizable buybacks highlights management’s confidence in future cash flows, operational performance, and capital allocation. We will...

KE Holdings (NYSE:BEKE) just wrapped up a quarter that highlighted its transition toward efficiency, with city-level profitability in its home rental and renovation services. The period saw a sizeable completed share buyback, even as overall profit softened. See our latest analysis for KE Holdings. After briefly rallying on optimism around its completed buyback and solid progress in home rental services, KE Holdings’ share price momentum has cooled. The stock is down 12% on a total...

Consolidated Edison reported its earnings results for the third quarter and first nine months of 2025, posting quarterly revenue of US$4.53 billion and net income of US$688 million, both higher than a year earlier. The company's increase in basic earnings per share from continuing operations underscores improvements in profitability during 2025 compared to the prior year. We'll explore how growth in quarterly net income shapes the current investment narrative for Consolidated Edison. Rare...

Sanara MedTech (SMTI) has caught investor attention after announcing plans to discontinue its Tissue Health Plus segment in addition to reporting strong third quarter earnings results. The company is refocusing resources on its core surgical business. See our latest analysis for Sanara MedTech. Sanara MedTech’s announcement to exit the Tissue Health Plus business and focus on its surgical division arrived after a volatile stretch for shareholders. Despite last week’s sharp one-day share price...

Integer Holdings Corporation recently announced it will repurchase up to US$200 million of its common stock through a new share buyback program, primarily using cash on hand and free cash flows, with no expiration date set for the program. This move highlights the company's confidence in its financial health and ongoing ability to generate cash, which may be viewed as a commitment to enhancing shareholder value. We'll explore how the sizable share buyback underscores Integer Holdings'...

In recent weeks, Eastman Chemical Company announced its inclusion in both the S&P 1000 and Russell Small Cap Comp Value Index, completed a buyback of nearly 33 million shares (costing over US$3.1 billion since 2018), reported third-quarter sales of US$2.2 billion, and filed a US$303.7 million shelf registration linked to its ESOP. Despite a year-over-year decline in quarterly earnings, these corporate actions and index additions have brought renewed investor attention and highlighted the...

StepStone Group has announced the successful launch of its StepStone Private Equity Strategies Fund (STPEX), an evergreen interval fund that has raised over US$750 million since September and is now accessible to both individual and institutional investors through major custodian platforms. The fund makes private equity more accessible by offering low minimum investments, no accreditation requirements, and semi-annual liquidity options for a broad range of U.S. investors. We'll examine how...

Lithia Motors (LAD) shares have taken a step back lately, with the stock down about 4% over the past month and more than 15% lower since the start of the year. Investors are watching how the auto retailer balances recent growth trends as well as changing market dynamics. See our latest analysis for Lithia Motors. Lithia Motors’ momentum has faded this year, with its share price down 15.7% year-to-date and the latest closing price at $293.98. The recent slide reflects shifting investor...

If you’ve ever wondered whether DaVita is trading at a bargain or sitting above its true worth, you’re not alone. Figuring out the real value behind the ticker is on every investor’s mind right now. The stock has seen plenty of movement lately, with shares slipping 1.7% over the last week, 3.5% over the past month, and taking a larger 18.9% dip year-to-date. Yet over the last three years, DaVita has actually surged 72.0%. Some of this volatility follows ongoing chatter about healthcare...