U.S. Semiconductors Stock News

Belden Inc. recently reported its third-quarter 2025 earnings, showing year-over-year growth in sales to US$698.22 million and net income to US$56.69 million, while also updating the completion of a share repurchase totaling US$109.91 million since September 2024. Separately, Accenture announced a collaboration with Belden and NVIDIA to deploy AI-driven safety systems for factories and warehouses, targeting enhanced worker protection and operational modernization in industrial...

Sallie Mae (SLM) has found itself in the spotlight after releasing Q3 2025 earnings, which highlighted net income but fell short of revenue and EPS estimates. The company also declared dividends for common and preferred shareholders. See our latest analysis for SLM. This latest round of earnings and SLM’s inclusion in Michael Burry’s portfolio have drawn fresh eyes to the stock, but momentum has been bumpy. Despite a 17% total shareholder return over the past year, the share price is trailing...

Canadian Solar (NasdaqGS:CSIQ) is attracting fresh attention after its stock momentum picked up sharply, coinciding with heightened global energy demand related to the expansion of AI data center infrastructure. Investors are watching its role in sustainable energy closely. See our latest analysis for Canadian Solar. The latest AI-powered surge has put Canadian Solar’s 1-month share price return at a staggering 112.8%, pushing its year-to-date gain to 136.5%. Momentum is clearly building...

OPENLANE (KAR) caught investor attention after reporting higher-than-expected results for Q3 2025. This was driven by double-digit growth in dealer-to-dealer volumes and market share gains across North America. Management also raised guidance for the full year. See our latest analysis for OPENLANE. OPENLANE’s strong Q3 results and management’s upward revision to guidance have put a spotlight on the company’s long-term transformation. After a robust year-to-date share price return of 24.4% and...

Dorman Products, Inc. reported in late October that its third quarter 2025 sales rose to US$543.74 million, with net income increasing to US$76.42 million and diluted earnings per share reaching US$2.48, all significantly higher than the prior year period. The company also reaffirmed its full-year 2025 earnings and revenue guidance, highlighting consistent growth momentum and management’s confidence despite a shifting macroeconomic backdrop. We'll now consider how Dorman’s robust...

Wingstop recently reported strong third quarter results, raised its quarterly dividend to US$0.30 per share, and completed a buyback under its 2023 authorization, but also lowered its outlook for full-year domestic same-store sales, citing softer consumer demand. While earnings and revenue increased, the reduced guidance highlights shifting consumer conditions and prompted analysts to revise expectations for the company's near-term performance. We’ll assess how this combination of solid...

Ryman Hospitality Properties (RHP) just posted third quarter revenue ahead of what the market was looking for, largely thanks to momentum in its Hospitality and Entertainment arms. The company also set new records for group bookings at impressive room rates. See our latest analysis for Ryman Hospitality Properties. Ryman Hospitality Properties has seen its share price rebound in recent weeks, with a 1-day gain of 2.4% and an 8.1% jump over the last month. Upbeat earnings and ongoing venue...

Earlier this month, Huntsman Corporation announced third-quarter results showing US$1,460 million in sales and a net loss of US$25 million, alongside a 65% dividend reduction as part of a US$100 million cost-reduction program involving over 600 job cuts and seven site closures, primarily in Europe. This significant focus on preserving cash and reshaping operations signals a heightened response to ongoing financial pressures and continued weaker demand in its key markets. We'll examine how...

Ondas Holdings (ONDS) recently filed a $5.6 million shelf registration for new common stock, providing the company with flexibility to raise capital in the future. This move comes as anticipation builds ahead of the company’s earnings report. See our latest analysis for Ondas Holdings. Investor buzz is building around Ondas Holdings as anticipation runs high ahead of next week’s earnings and the company’s leadership in autonomous drone tech stays in focus. Despite a sharp 37% drop in the past...

Builders FirstSource, Inc. recently reported third quarter earnings, revealing that sales decreased to US$3.94 billion and net income fell to US$122.38 million compared to the same period last year, and provided a full-year 2025 outlook projecting net sales between US$15.1 billion and US$15.4 billion. Despite declined earnings, the company emphasized continued investment in acquisitions and organic growth, supported by its strong free cash flow and focus on expanding value-added product...

In recent weeks, HCA Healthcare and the American Heart Association announced the expansion of the "Getting to the Heart of Stroke™" initiative, following a pilot at 10 stroke centers that improved identification of stroke causes by 33% and is now being rolled out to all 43 stroke centers nationwide. This expansion highlights HCA Healthcare's focus on advanced clinical collaboration and evidence-based interventions to enhance patient care across its growing network. To assess the impact on...

Arlo Technologies (ARLO) continues to draw attention as investors take stock of its recent performance and long-term growth trajectory. With shares up 35% year to date and annual net income showing strong momentum, the company’s valuation sparks ongoing debate. See our latest analysis for Arlo Technologies. After a red-hot run earlier this year, Arlo Technologies’ share price has pulled back sharply in recent sessions, dropping more than 23% over the past week. Even so, the overall momentum...

On October 28, 2025, Zurn Elkay Water Solutions reported third-quarter earnings growth, issued positive fourth-quarter sales guidance, raised its annual dividend by 22% to US$0.44 per share, and expanded its share repurchase program by US$500 million. The combination of improved financial performance, a larger dividend, and greater buyback activity reflects management's focus on returning value to shareholders and signals ongoing confidence in future business prospects. We'll examine how the...

Align Technology (ALGN) released its third quarter earnings, revealing slightly higher revenue compared to last year but a notable drop in net income and earnings per share. Investors are weighing these mixed results along with updated guidance and recent product innovations. See our latest analysis for Align Technology. It has been a turbulent stretch for Align Technology, with the stock’s year-to-date share price slipping more than 35%. Despite the recent unveiling of major product...

Invitation Homes (INVH) just posted strong third quarter results, showing year-over-year increases in both revenue and net income. The company also rolled out a $500 million share buyback program and updated its full-year growth outlook. See our latest analysis for Invitation Homes. Investors have taken notice of Invitation Homes’ upbeat quarter, but momentum in the share price has yet to turn the tide. After this week’s earnings announcement and buyback news, the stock closed at $28.01 and...

Pagaya Technologies (PGY) recently completed a $500 million asset-backed securitization, marking its seventh PAID deal this year and highlighting the company’s momentum as it approaches its highly anticipated Q3 2025 earnings report. See our latest analysis for Pagaya Technologies. Pagaya’s string of successful securitizations and its improved earnings outlook have kept market enthusiasm high, with the share price up an impressive 153.9% year-to-date despite some recent pullback. Over the...

AppLovin reported third-quarter 2025 results showing revenue of US$1.41 billion and net income of US$835.55 million, both much higher than a year ago, and increased its fourth-quarter revenue outlook to between US$1.57 billion and US$1.60 billion. The company also expanded its share repurchase authorization by US$3.2 billion and completed the divestiture of its mobile games business to focus on its rapidly growing advertising technology platform. We'll examine how AppLovin's robust earnings...

A10 Networks reported third quarter 2025 results, with revenue rising to US$74.68 million and quarterly net income of US$12.19 million; the company also announced a US$0.06 per share dividend and confirmed the completion of a buyback tranche repurchasing 863,000 shares for US$14.98 million. Although earnings per share held steady year over year for the quarter, ongoing capital return programs and increasing revenue provided investors with a fuller picture of the company's current...

Marqeta (MQ) made headlines after delivering strong third-quarter results, showing a sizable drop in net losses and revenue growth fueled by higher transaction volumes and expanding partnerships. The company’s latest guidance signals further improvements ahead. See our latest analysis for Marqeta. Marqeta’s shares have been on a volatile ride, spiking over 14% after its Q3 results thanks to surging revenues and positive future guidance, but subsequently giving back some gains amid market...

Hess Midstream LP reported strong third quarter results with revenue of US$420.9 million and net income of US$97.7 million, announced an increased quarterly cash distribution, completed a US$70 million share buyback, and provided higher net income guidance for the remainder of 2025. The company’s dividend increase follows excess free cash flow and recent accretive buybacks, resulting in a distribution above its targeted annual growth rate through 2027. We'll explore how Hess Midstream's...

Ivanhoe Electric Inc. recently announced its third quarter and nine-month earnings for 2025, reporting third quarter sales of US$545,000 and a net loss of US$17.52 million, both lower than in the prior year period. Although quarterly sales declined, the company showed a substantial reduction in net losses, which suggests progress in managing expenses or improving operational efficiency. We'll examine how Ivanhoe Electric's progress in narrowing losses shapes its investment narrative for...

Ever wondered if Pinterest stock is as much of a bargain as it looks, or if there is still untapped value hiding behind the “Pin”? Let’s break down what’s really going on beneath the surface. The stock has seen some notable swings lately, dropping 18.2% in the past week and down 10.9% over the last month. This might have some investors rethinking their expectations, whether for further upside or potential risks. Recent news cycles have focused on Pinterest’s evolving platform strategy and...

In the past week, MSCI Inc. completed a US$500 million senior unsecured notes offering, announcing that proceeds may be used for corporate purposes including share repurchases, investments, and acquisitions. This move follows a period of active capital management, with MSCI recently completing the repurchase of over 3.3 million shares under its ongoing buyback program. The decision to raise debt capital while signaling intent for potential acquisitions and further buybacks highlights MSCI’s...

CarGurus (CARG) delivered stronger-than-expected third-quarter results, with both revenue and profit coming in above forecasts. Marketplace and international revenues climbed by double digits, and net income more than doubled compared to the previous year. See our latest analysis for CarGurus. Fresh off its Q3 beat, CarGurus’ share price has gained 12.5% over the past three months as investors responded to robust Marketplace growth, upbeat guidance, and its assertive share buyback program...