U.S. Semiconductors Stock News

Bio-Techne recently announced that its Ella benchtop immunoassay platform has received CE-IVD marking and is now available for clinical use across the European Union, enabling faster, standardized biomarker testing with minimal hands-on time. This certification broadens Ella’s role from research-only applications into regulated clinical workflows, potentially deepening Bio-Techne’s presence in precision medicine and hospital laboratory settings. We’ll now examine how Ella’s CE-IVD clearance,...

GXO Logistics (GXO) is back in focus after its fourth quarter and full year 2025 results, paired with 2026 guidance calling for 4% to 5% organic revenue growth and management highlighting margin and technology priorities. See our latest analysis for GXO Logistics. Those earnings and guidance updates come on the back of strong share price momentum, with a 36.7% 3 month share price return and 66.2% 1 year total shareholder return. This suggests investors are reassessing growth prospects and...

Ulta Beauty (ULTA) is back in focus after a turnaround year under CEO Kecia Steelman, as investors consider how renewed leadership momentum and fresh digital partnerships, including Wavytalk’s debut on Ulta.com, could affect the stock. See our latest analysis for Ulta Beauty. Recent share price moves suggest interest is building again, with a 34.69% 90 day share price return and a 10.22% year to date share price return contributing to an 87.16% 1 year total shareholder return. If Ulta’s...

In recent days, Qorvo has been highlighted as a compelling value stock candidate, with analysts pointing to its strong financial condition, solid liquidity, and manageable debt compared with semiconductor peers. This renewed attention reflects growing interest in Qorvo’s potential earnings acceleration, as investors reassess how its fundamentals align with broader industry expectations. Next, we’ll examine how this stronger value case and anticipated earnings acceleration interact with...

Sify Technologies (SIFY) is drawing fresh attention after its data center arm, Sify Infinit Spaces, converted Kotak held compulsorily convertible debentures into equity and reshaped investor agreements ahead of a planned Indian IPO. See our latest analysis for Sify Technologies. At a share price of $15.05, Sify Technologies has seen a 24.79% 90 day share price return and a very large 1 year total shareholder return of 242.82%, suggesting momentum has recently been building. If this data...

ATI Inc. (ATI) is back in focus after reporting fourth quarter 2025 earnings, with sales of US$1,177.1 million and net income of US$96.6 million, alongside full year figures that also show higher sales and net income. See our latest analysis for ATI. The mixed fourth quarter earnings, with slightly higher sales but lower quarterly net income, come after a completed US$580.16 million buyback and a sharp shift in investor sentiment. This is reflected in a 15.75% 30 day share price return and a...

Peabody Energy (BTU) is back in focus after a new U.S. government initiative supporting coal, including long term federal power purchase agreements and US$175 million earmarked to upgrade coal plants. See our latest analysis for Peabody Energy. Even with the recent government support lifting sentiment and a post-announcement bounce, Peabody Energy’s share price return has cooled in the last week and month. However, the 90-day gain of 19.33% and very large 5-year total shareholder return of...

Installed Building Products recently gained attention after reaching an all‑time stock high, completing a US$500 million senior unsecured notes offering, and closing acquisitions such as Thermo-Tech Mechanical Insulation that together add over US$22 million in annual revenue. The combination of sustained multi-year sales growth, fresh acquisition-driven revenue, and an S&P credit rating upgrade appears to be reinforcing investor confidence in the company’s business model and balance sheet...

La-Z-Boy reported its third-quarter results after the market close on February 17, 2026, following earlier guidance that highlighted modest year-on-year revenue growth expectations and a projected earnings per share decline. Analysts had reconfirmed largely unchanged estimates into the release, underscoring how even a small shift in revenue or margins could challenge assumptions about La-Z-Boy’s earnings power. With earnings now out and analysts previously flagging softer EPS alongside...

In February 2026, a Philadelphia jury found Johnson & Johnson liable for its talc-based baby powder contributing to a woman’s ovarian cancer death, awarding US$50,000 in compensatory and US$200,000 in punitive damages amid more than 70,000 similar lawsuits pending nationwide. This verdict, alongside recent scientific findings strengthening the evidence of a link between genital talc use and ovarian cancer, intensifies Johnson & Johnson’s legal and reputational risk at a time when it has...

Curtiss-Wright recently reported past fourth-quarter 2025 revenue of US$946.98 million and net income of US$137 million, issued 2026 guidance calling for higher sales and earnings, confirmed its quarterly US$0.24 dividend, and completed a multi-year buyback program that retired 17.46% of its shares. The company also announced that Boeing selected it to supply mission computer technology for the C-17 modernization program under a contract valued at more than US$400 million over its life,...

Cimpress (CMPR) has been drawing investor attention after recent share price moves, with the stock down around 7% over the past month but showing a positive return in the past 3 months. See our latest analysis for Cimpress. At a share price of $74.27, Cimpress has seen a 6.86% 1 month share price decline after a 13.11% 3 month share price return. The 1 year total shareholder return of 37.92% and 3 year total shareholder return of 96.22% point to momentum that has built over a longer...

Teledyne Technologies (TDY) has just put fresh space and defense work into motion by starting production of infrared Focal Plane Modules for the Space Development Agency’s Tracking Layer Tranche 3 satellite program. See our latest analysis for Teledyne Technologies. Those contract wins and product launches come as Teledyne Technologies’ share price sits at US$660.29, with a 30 day share price return of 13.51% and a 90 day share price return of 30.97%, alongside a 1 year total shareholder...

EastGroup Properties (EGP) shares moved after the company released fourth quarter and full year 2025 results, along with fresh 2026 guidance, giving investors updated visibility on earnings, revenue and per share performance. See our latest analysis for EastGroup Properties. The latest results and 2026 guidance have arrived after a steady run in the share price, with a 6.00% 90 day share price return and a 57.35% five year total shareholder return suggesting momentum has been building over...

Steel Dynamics (STLD) is back in focus after Q4 results showed the impact of lower steel prices and softer demand, even as the stock outpaced the broader market over the past year. See our latest analysis for Steel Dynamics. The share price pullback of 3.9% over the past day and 5.5% over the past week comes after a strong run, with a 30 day share price return of 10.4% and a 1 year total shareholder return of 43.2%. This suggests recent momentum is now cooling after a robust longer term...

Why Encompass Health is on investors’ radar today Encompass Health (EHC) shares have drawn attention after recent trading moves, with the stock closing at $110.14 and showing mixed short term and past 3 months return patterns. See our latest analysis for Encompass Health. Recent trading has been choppy, with a 1 day share price return of a 1.71% decline but a 30 day share price return of 9.59%, while the 5 year total shareholder return of 83.86% points to stronger gains over a longer...

PHINIA (PHIN) just posted its fourth quarter and full year 2025 results, along with fresh 2026 guidance, giving investors new data on revenue, profitability and management’s expectations for the business. See our latest analysis for PHINIA. PHINIA’s recent earnings and 2026 outlook have arrived alongside strong momentum, with a 44.18% 3 month share price return and a 49.58% 1 year total shareholder return suggesting improving sentiment around its prospects and risks. If this update has you...

Index additions put OneSpaWorld Holdings (OSW) on more investor radars OneSpaWorld Holdings (NasdaqCM:OSW) has just been added to the S&P 1000, S&P Composite 1500, S&P 600, and S&P 600 Consumer Discretionary indices, a shift that can influence fund flows and visibility. See our latest analysis for OneSpaWorld Holdings. OSW’s recent index inclusions come on top of a period of stronger share price momentum, with a 30-day share price return of 15.11% and a three year total shareholder return of...

Brixmor Property Group Inc. recently reported fourth-quarter 2025 revenue of US$353.75 million and net income of US$137.13 million, alongside a full-year net income of US$386.23 million, a US$4.39 million real estate impairment charge, and a maintained quarterly dividend of US$0.3075 per share. At the same time, Brixmor issued 2026 net income guidance of US$299 million to US$312 million, signaling a more measured earnings outlook after a stronger 2025. We’ll now examine how Brixmor’s strong...

In February 2026, Healthcare Services Group, Inc. reported stronger fourth‑quarter and full‑year 2025 results, outlined plans for mid‑single‑digit revenue growth in 2026, completed a prior US$77.14 million buyback, and authorized a new 12‑month program to repurchase up to 10,000,000 shares for US$75 million while pursuing acquisitions. The combination of higher earnings, a leaner balance sheet, and ongoing share repurchases suggests management is actively using capital to support both...

Rexford Industrial Realty has reported its 2025 results, with revenue rising to US$1,003.13 million while net income and earnings per share fell, alongside announcing higher common and preferred dividends, new 2026 earnings guidance and a fresh US$500 million share repurchase program. This combination of weaker profitability but continued capital returns and buybacks highlights management’s confidence in cash generation despite near-term earnings pressure. With that backdrop, we’ll now...

Waystar Holding (WAY) has caught investor attention after a stretch of weaker share performance, with the stock showing negative moves over the past week, month and past 3 months despite positive annual revenue and net income figures. See our latest analysis for Waystar Holding. At a latest share price of US$22.41, Waystar Holding’s recent momentum has been weak. The 30 day share price return of 25.97% and the 1 year total shareholder return of 50.58% are in decline, hinting at cooler...

In recent days, UBS reaffirmed its positive rating on Veracyte after the company’s fourth-quarter testing revenue came in ahead of expectations, largely due to higher average selling prices and prior-period collections rather than test volume growth. UBS also highlighted that Veracyte’s 2026 testing revenue outlook and maintained adjusted EBITDA margin target do not yet fully reflect possible contributions from upcoming products, suggesting further potential upside if these initiatives gain...

STERIS (STE) shares are back in focus after third quarter results topped revenue expectations, matched profit forecasts, and were accompanied by reaffirmed full year guidance, giving investors fresh information on the company’s operating momentum. See our latest analysis for STERIS. At a share price of $248.35, STERIS has a 1-day share price return of 1.69% and a softer 30-day share price return of a 7.56% decline. Its 1-year total shareholder return of 14.36% and 5-year total shareholder...