U.S. Semiconductors Stock News

Brown-Forman (BF.B) is back in focus as investors position ahead of its upcoming Q3 earnings report, weighing expectations for softer results against the company’s premiumization push and recent U.S. distribution and cost restructuring efforts. See our latest analysis for Brown-Forman. Brown-Forman’s recent 1-month share price return of 4.84% and year to date share price return of 6.85% suggest some momentum is building again, even as the 1-year total shareholder return of 13.18% and 5-year...

Intro General Dynamics (GD) is back in focus after securing a US$988 million contract to modernize the U.S. Navy's C5ISR networks, a move that feeds directly into its defense technology backlog. See our latest analysis for General Dynamics. At a share price of US$365.83, General Dynamics has seen a 6.5% year to date share price return and a 38.9% total shareholder return over the past year, with recent defense contract wins helping sustain that momentum. If this Navy contract has you looking...

If you are wondering whether Amentum Holdings is priced attractively right now, the recent share moves give you some useful clues to work with. The stock last closed at US$35.56, with returns of 2.8% over the past week, 20.7% over the past month, 16.7% year to date and 63.9% over the past year, which has likely shifted how some investors view both its potential and its risks. Recent news around Amentum has focused on its position as a listed government and commercial services provider, as...

In January 2026, law firm Kahn Swick & Foti, LLC launched an investigation into Crocs, Inc. over potential fiduciary breaches tied to alleged under‑disclosure of HEYDUDE brand underperformance and inventory issues, following a securities class action lawsuit. This development places Crocs’ corporate governance and disclosure practices under closer scrutiny, raising questions about how management assessed and communicated acquisition risks to shareholders. Next, we’ll examine how this...

Beam Therapeutics (BEAM) is back in focus after securing regulatory alignment with the FDA on an accelerated approval pathway for its BEAM-302 program targeting alpha-1 antitrypsin deficiency, sharpening attention on upcoming data. See our latest analysis for Beam Therapeutics. The regulatory alignment on BEAM-302 has arrived alongside a strong 1-month share price return of 23.37% and a 1-year total shareholder return of 30.32%. However, the 3-year and 5-year total shareholder returns of...

If you are wondering whether Stanley Black & Decker at around US$83.73 is a bargain or just fairly priced, it helps to line up how the current share price compares with the value implied by different methods. The stock has had a mixed return profile, with a 12.2% gain over the last 30 days and a 9.5% return year to date, alongside a 1% decline over the past year and a 45.1% decline over five years, which can change how investors think about both upside and risk. Recent coverage has focused...

Live Oak Bancshares (LOB) just wrapped up FY 2025 with fourth quarter total revenue of US$139.9 million and basic EPS of US$0.96, while trailing twelve month revenue came in at US$480.8 million with EPS of US$2.25. Over recent periods, the company has seen quarterly revenue move from US$93.3 million in Q4 2024 to US$139.9 million in Q4 2025, with quarterly EPS shifting from US$0.22 to US$0.96 over the same span. This sets up a results season where investors are focused on how sustainably the...

Heritage Financial (HFWA) has wrapped up FY 2025 with fourth quarter revenue of US$67.2 million and basic EPS of US$0.65, while trailing twelve month revenue and EPS came in at US$244.2 million and US$1.99 respectively, supported by trailing net income of US$67.5 million. Over the past year, revenue has moved from US$210.6 million to US$244.2 million on a trailing basis, with EPS rising from US$1.26 to US$1.99. This sets the stage for a discussion that is very much about earnings power and...

Arm Holdings (NasdaqGS:ARM) has launched a new Physical AI division focused on robotics, autonomous vehicles, and other real world AI applications. The company is working with partners including SoftBank and Broadcom to develop AI specific chips aimed at next generation computing. These moves represent a significant restructuring of Arm's operations and a clearer focus on AI hardware ecosystems. Arm designs chip architectures that sit at the core of many smartphones, data center servers,...

Recent performance snapshot for Pfizer (PFE) Pfizer (PFE) has moved quietly higher in recent months, with a 1-month return of 4.9% and a past 3-month return of 5.4%, while its 1-year total return sits at 7.6%. See our latest analysis for Pfizer. With the share price at $26.10 and a steady 30 day share price return of 4.9%, recent gains contrast with a 3 year total shareholder return decline of 29.3%, suggesting improving sentiment relative to a weaker long term picture. If Pfizer has you...

Bath & Body Works (BBWI) is in focus after a new class action lawsuit linked to earlier earnings misses, guidance cuts, and management’s admission that recent growth initiatives did not expand its customer base. See our latest analysis for Bath & Body Works. The new lawsuit arrives after a weak stretch for investors, with a 1-year total shareholder return decline of about 37% and a 3-year total shareholder return decline of about 46%, even though the 30-day share price return of 17.3% and...

Byline Bancorp recently reported its fourth-quarter 2025 results, with revenue rising 11.8% year on year and non-GAAP EPS of $0.76, both ahead of analyst expectations. Management also highlighted progress in deepening its commercial presence and expanding its customer base, suggesting operational initiatives are reinforcing the bank’s earnings profile. We’ll now examine how Byline Bancorp’s stronger-than-expected earnings, supported by growth in commercial relationships, shape the company’s...

American Electric Power’s board recently declared a regular quarterly cash dividend of US$0.95 per share, payable on March 10, 2026, to shareholders of record as of February 10, 2026, marking the company’s 463rd consecutive quarterly common stock cash dividend. Alongside this dividend affirmation, AEP’s US$2.65 billion plan with Bloom Energy to build a Wyoming fuel cell power facility, backed by a 20‑year offtake agreement, highlights its push into newer power generation technologies while...

Diamondback Energy, Inc. recently reported that it received lower realized prices for oil and natural gas in the fourth quarter of 2025, reflecting a weaker crude and gas market that also affected many peers across the sector. Analysts now expect a profit decline of 33.8% for the upcoming fourth-quarter earnings release, highlighting how Diamondback’s focus on debt reduction and cash returns, rather than expanding output, can amplify the earnings impact of softer commodity pricing. Next, we...

Event context and recent share performance With no single headline event driving attention today, SharkNinja (SN) is drawing interest as investors weigh its recent share performance against current financial figures and its role in household appliances. See our latest analysis for SharkNinja. SharkNinja’s share price, now at $123.97, has seen a 30 day share price return of 9.16% and a 90 day share price return of 28.25%. The 1 year total shareholder return of 11.20% suggests momentum has...

RLI (RLI) closed out FY 2025 with fourth quarter revenue of US$465.7 million and basic EPS of US$0.99, alongside net income of US$91.2 million and a combined ratio of 82.6%, giving investors a clean snapshot of both top line scale and underwriting performance. Over recent periods, the company has seen quarterly revenue move from US$439.1 million in Q4 2024 to US$465.7 million in Q4 2025, while basic EPS shifted from US$0.44 to US$0.99, supported by trailing twelve month EPS of US$4.37 on...

Novo Nordisk (NYSE:NVO) has expanded its partnership with Aspect Biosystems to advance cell-based treatments for diabetes. The company has launched an oral version of Wegovy, the first FDA approved oral GLP-1 pill for obesity. These moves broaden Novo Nordisk's diabetes pipeline and strengthen its position in obesity treatments with a non injectable option. Novo Nordisk, trading at $62.23, sits at the center of two closely watched areas in healthcare: diabetes and obesity care. The stock is...

Texas Capital Bancshares (TCBI) has wrapped up FY 2025 with fourth quarter total revenue of US$316.5 million and basic EPS of US$2.14, capping a trailing twelve month profile that shows total revenue of US$1.2 billion and EPS of US$6.86 on net income of US$313.0 million. The company has seen quarterly revenue move from US$115.3 million in Q3 2024 to US$316.5 million in Q4 2025, while basic EPS shifted from a loss of US$1.42 in Q3 2024 to US$2.14 in the latest quarter, giving investors a...

Earlier in January, GoTu Technology announced a partnership to embed SoFi at Work’s financial-wellness tools and lending benefits directly into its dental talent marketplace, while SoFi also reported the retirement of its long-serving General Counsel, who will remain as an advisor through 2026. The GoTu collaboration highlights how SoFi is extending its banking and financial-education ecosystem into specialized professional communities, potentially deepening engagement through...

Bloom Energy (BE) is back in focus after securing multi billion dollar fuel cell agreements with American Electric Power and Brookfield, targeting large AI and data center projects as grid constraints tighten and onsite power demand accelerates. See our latest analysis for Bloom Energy. Those multi billion dollar AI power deals have arrived alongside sharp share price moves, with Bloom Energy’s 30 day share price return of 59.28% and year to date share price return of 47.56% feeding into a...

Independent Bank (IBCP) has wrapped up FY 2025 with Q4 total revenue of US$56.4 million and basic EPS of US$0.90, rounding out a trailing twelve month profile that includes revenue of US$219.5 million and EPS of US$3.30. Over the past few quarters, revenue has moved from US$49.9 million in Q3 2024 to US$56.4 million in Q4 2025, while quarterly EPS has ranged from US$0.66 to US$0.90, setting up a story where investors are likely to focus on how stable profit margins and earnings trends shape...

If you are wondering whether Darden Restaurants' share price still reflects fair value or has moved ahead of itself, you are not alone. The stock last closed at US$205.16, with returns of 9.7% over 30 days, 9.6% year to date, 13.5% over 1 year, 51.5% over 3 years, and 103.1% over 5 years. This naturally raises questions about how much of the story is already priced in. Recent news coverage has focused on Darden Restaurants as a long term, established player in the US casual dining space and...

If you are looking at First Merchants and wondering whether the current share price still offers value, you are in the right place. The stock last closed at US$39.65, with returns of 2.9% over 7 days, 3.1% over 30 days, 5.7% year to date, 2.5% over 1 year and 21.8% over 5 years. This raises fair questions about how much upside or risk may now be priced in. Recent news around First Merchants has focused on its position in the US regional banking space and how investors are reassessing risk...

Norwood Financial FY 2025 earnings snapshot Norwood Financial (NWFL) closed FY 2025 with fourth quarter revenue of US$23.0 million and EPS of US$0.80, while trailing twelve month revenue reached US$86.2 million and EPS came in at US$3.01. Over the past few reported periods, revenue has moved from US$16.9 million in Q3 2024 to US$19.4 million in Q1 2025, US$20.4 million in Q2 2025 and US$23.5 million in Q3 2025, with quarterly EPS ranging from US$0.48 to US$0.89 before the latest print. With...