U.S. Semiconductors Stock News

Silicon Motion Technology's FY 2025 Results Set The Stage For The Next Chapter Silicon Motion Technology (NasdaqGS:SIMO) closed out FY 2025 with fourth quarter revenue of US$278.5 million and basic EPS of US$5.69, capping a year in which trailing twelve month revenue reached US$885.6 million and net income, excluding extra items, totaled US$122.6 million. Over the past six quarters, the company has seen quarterly revenue range from US$166.5 million to US$278.5 million while basic EPS moved...

Market volatility and an AI focused reset Guidewire Software (GWRE) has been caught up in a wider software sell off, as investors reassess traditional SaaS names against companies more closely associated with artificial intelligence focused business models. At the same time, Guidewire continues to push its insurance cloud platform. This is underlined by Quantexa’s decision intelligence accelerator becoming available on Guidewire Marketplace, which highlights how partners can plug AI driven...

Group 1 Automotive (GPI) just reported full year 2025 results, pairing record revenue of US$22.57b with lower net income of US$325.2m and continued heavy share repurchases that reduced its share count meaningfully. See our latest analysis for Group 1 Automotive. Despite record revenue and an active buyback program, the 1-year total shareholder return of 23.78% decline contrasts with a 3-year total shareholder return of 61.81% and a 5-year total shareholder return of 145.04%. This suggests...

AMETEK, Inc. recently reported record fourth-quarter and full-year 2025 results, with sales rising to US$1,998.45 million for the quarter and US$7.40 billion for the year, alongside higher net income and earnings per share versus 2024. Alongside these results, AMETEK issued 2026 guidance calling for mid to high single-digit sales growth and acquired LKC Technologies, expanding its presence in ophthalmic and broader medical technology markets. Next, we’ll explore what these record results and...

Why International Flavors & Fragrances Stock Is Back on Investors’ Radar Analysts have turned more optimistic on International Flavors & Fragrances (IFF), with the most accurate earnings estimate now above the broader consensus as the company heads into its upcoming earnings announcement. See our latest analysis for International Flavors & Fragrances. That growing optimism has been reflected in the recent share price, with International Flavors & Fragrances posting a 1 day share price return...

Boeing (BA) is back in focus for investors after fresh financial data highlighted its scale, with revenue of US$89.5b and net income of US$1.9b, alongside mixed recent share price returns. See our latest analysis for Boeing. Recent trading reflects a mixed picture, with a 1 day share price return of 1.2% and a 90 day share price return of 20.1%. The 1 year total shareholder return of 29.8% points to momentum that has been building over a longer period. If Boeing has you watching the skies, it...

Wabash National (WNC) closed out FY 2025 with Q4 revenue of US$321.5 million and basic EPS of a US$1.23 loss, compared with Q4 FY 2024 revenue of US$416.8 million and a basic EPS of a US$0.02 loss. Over recent periods, revenue has moved from US$464.0 million in Q3 2024 to US$380.9 million in Q1 2025, then to US$458.8 million in Q2 2025 and US$381.6 million in Q3 2025. EPS has swung sharply from a US$7.53 loss in Q3 2024 to US$5.41 in Q1 2025 before settling at US$0.98 in Q3 2025. For...

Victory Capital Holdings, Inc. reported past fourth-quarter 2025 results with revenue rising to US$374.12 million and net income to US$112.81 million, alongside higher quarterly earnings per share than a year earlier. For full-year 2025, the company grew revenue to US$1.31 billions and net income to US$330.06 million, even as full-year earnings per share edged lower compared with 2024. With higher fourth-quarter earnings per share standing out, we’ll now consider what these results mean for...

Sun Communities, Inc. recently announced that former Treasurer and Senior Vice President of Capital Markets, Fernando Castro-Caratini, has assumed the role of interim Chief Financial Officer following the mutual departure of Mark E. Patten, a move the board says is unrelated to any disagreements over financial policies or disclosures. The company is pairing this leadership transition with preparations to report its fourth-quarter 2025 operating results later this month, putting extra...

Event context and recent return profile Patria Investments (PAX) has been drawing attention after a period of mixed share performance, with the stock showing a 1 day return of about a 2% decline and a 7 day move of roughly a 9% decline. Over the past month the stock has returned about a 16% decline, while the past 3 months show roughly a 7% decline, set against a 1 year total return of about 25% and a 3 year total return near 8%. See our latest analysis for Patria Investments. At a share...

Why Urban Edge Properties just refreshed its credit profile Urban Edge Properties (UE) is back on investors’ radar after the company lined up US$950 million in unsecured credit facilities, reshaping its revolving credit line and adding new delayed draw term loans. See our latest analysis for Urban Edge Properties. That refreshed credit profile has arrived alongside firm share price momentum, with a 9.7% 90 day share price return and a 60.9% five year total shareholder return suggesting...

Origin Bancorp (OBK) has drawn fresh investor attention after a fourth quarter marked by lower net charge-offs, stronger earnings, active share repurchases, and a reaffirmed dividend, alongside management’s Optimize Origin efficiency push. See our latest analysis for Origin Bancorp. The recent results and Optimize Origin push appear to be feeding into sentiment, with the share price at US$45.19 and a 30 day share price return of 17.56% adding to a 12 month total shareholder return of 16.59%...

Perella Weinberg Partners recently announced that Daniel Avrutsky has joined as a Partner in its New York-based Technology business, where he will advise software clients focused on human capital management, the future of work, and AI, following prior senior advisory roles at Jefferies. The hire underlines Perella Weinberg Partners’ push to deepen its presence at the intersection of software and AI, an area where clients are seeking specialized advice on fast-evolving business models and...

AAON (AAON) is heading into its February 26, 2026 earnings report with several moving pieces, including margin pressure, higher capital needs, new leadership and fresh credit capacity for potential investment. See our latest analysis for AAON. At a share price of $95.24, AAON has seen a 16.89% 1 month share price return and a 20.27% year to date share price return. Its 1 year total shareholder return of 16.73% contrasts with much stronger 3 and 5 year total shareholder returns, suggesting...

StepStone Real Estate has launched S-Core, a customizable Core/Core+ real estate platform structured initially as separate accounts and guided by its House Views, while appointing industry veteran Jennifer Jones as Partner to oversee the global rollout from San Francisco. By combining a tailored account structure with leadership experienced in managing tens of billions in real estate transactions, StepStone is expanding how institutional investors can access its Core/Core+ real estate...

Marsh launched a Digital Infrastructure Practice focused on AI driven data centers and related risks. The company expanded bespoke insurance solutions for commercial space clients and agreed to acquire maritime broker Robinson & Son. Marsh appointed Lisa Quest as UK CEO and its MMA unit introduced Secure Harbor for senior living insurance needs. For investors tracking Marsh & McLennan Companies (NYSE:MRSH), the new initiatives come with the share price at $189.75. The stock is up 6.5% over...

CME Group (CME) closed FY 2025 with fourth quarter revenue of US$1,658.1 million and basic EPS of US$3.25, while trailing twelve month EPS sat at US$11.18 on revenue of US$6.5 billion, supported by a reported 15.5% earnings growth rate and a trailing net margin of 61.7% versus 56.9% a year earlier. Over the past few quarters, the company has seen quarterly revenue range from US$1,534.4 million to US$1,688.7 million and basic EPS move between US$2.49 and US$3.25, with trailing net income...

Constellation Brands has reported that its multi-year Mexican brewery expansion is entering the final stages, with about US$2.00 billion planned for fiscal 2026–2028 to add 7 million hectoliters of capacity. A key implication is that, once the Veracruz and other projects finish after 2028, sharply lower capital spending could unlock an extra US$750–950 million in annual free cash flow, reshaping how the company allocates capital over time. Next, we’ll examine how the anticipated post-2028...

Five Below (NasdaqGS:FIVE) is broadening its pricing model to feature more products above the traditional $5 level. The change comes as new CEO Winnie Park and an updated management team roll out a refreshed approach to running the business. Early indications suggest management is focused on better execution and a sharper focus on core customer groups. For you as an investor, the shift beyond the classic $5 price point marks a clear change in how Five Below positions its value offering. The...

If you are wondering whether Western Union's share price reflects its true worth today, the starting point is to look closely at how the current market price lines up with several valuation checks. The stock last closed at US$9.88, with returns of 5.8% over the past week, 4.8% over the last month, 7.0% year to date, and a 0.5% decline over the last year. These figures may suggest shifting views on its potential and risk. Recent coverage has focused on Western Union's position in global money...

Eli Lilly (LLY) just closed out FY 2025 with fourth quarter revenue of US$19.3b and basic EPS of US$7.39, capping a year where trailing twelve month revenue reached US$65.2b and EPS came in at US$22.95. Over the last six reported quarters, revenue has moved from US$13.5b in Q4 2024 to US$19.3b in Q4 2025, while quarterly EPS shifted from US$4.88 to US$7.39 as the business scaled. With trailing net profit margins sitting well above last year and earnings growth outpacing revenue, the latest...

Johnson Controls International (JCI) opened Q1 2026 with revenue of US$5.8b and basic EPS of US$0.91, setting a clear benchmark for how its earnings story is developing this year. The company has seen quarterly revenue move from US$5.4b in Q1 2025 to US$5.8b in Q1 2026, while basic EPS shifted from US$0.55 to US$0.91 over the same periods, pointing to a tighter link between sales and profitability. With trailing 12 month earnings growth and margin expansion already on the radar, this latest...

Recently, JFrog was caught up in a broad software-sector sell-off as investors reacted to concerns that new AI automation tools, including Anthropic’s legal-focused offerings, could disrupt established software business models. At the same time, Baron Discovery Fund initiated a position in JFrog, underscoring the company’s role in software supply chain management for thousands of enterprises, including a large share of Fortune 100 customers. Next, we’ll examine how AI disruption fears,...

Soleno Therapeutics recently highlighted what it called a transformational 2025 for VYKAT XR, pointing to strong preliminary revenue and plans to release full financial results in late February. The company is also preparing for a series of investor conferences beginning 12 February, which could further spotlight its rare disease portfolio, including Diazoxide Choline Extended-Release tablets in Phase III trials for Prader-Willi Syndrome. We’ll now examine how enthusiasm around VYKAT XR’s...