U.S. Semiconductors Stock News

Ventas, Inc. recently reported third-quarter 2025 earnings, with revenues of US$1.49 billion and net income of US$66.05 million, both higher than the same period a year prior; the company also raised its full-year earnings guidance for 2025. This performance exceeded analyst expectations and prompted further optimism about the company’s earnings outlook, even as several top executives and insiders sold shares during the same period. We'll explore how Ventas’ improved earnings guidance and...

Mueller Water Products reported record fourth-quarter and full-year results for fiscal 2025, with sales reaching US$380.8 million in the fourth quarter and net income rising to US$52.6 million, while also providing guidance for continued net sales growth in fiscal 2026. The company announced an upcoming leadership transition, with Paul McAndrew set to succeed Martie Edmunds Zakas as CEO in February 2026, further supported by robust operational results and forward-looking guidance exceeding...

ATI (ATI) just delivered its latest quarterly numbers, reporting increases in both sales and net income compared to the previous year. At the same time, the company wrapped up a significant phase of its share buyback plan, which signals upbeat management sentiment. See our latest analysis for ATI. ATI’s momentum has picked up meaningfully, especially in recent months. The company has delivered a standout 22% 1-month share price return and a year-to-date gain of over 77%. The stock’s 1-year...

Clearwater Analytics Holdings recently announced the global rollout of CWAN GenAI, an embedded generative AI platform now in production, designed to automate and enhance investment operations, risk management, and reporting for more than US$10 trillion in institutional assets worldwide. The integration of CWAN GenAI distinguishes itself from other AI solutions by providing measurable operational benefits for clients, including major reductions in manual tasks and significantly faster report...

Central Securities (CET) just announced a $2.45 per share distribution, letting shareholders choose between receiving extra shares or cash. This type of action often attracts attention, since it can influence overall portfolio outcomes. See our latest analysis for Central Securities. Central Securities’ recent $2.45 per share distribution has come alongside steady gains this year, with a year-to-date share price return of 12.46%. Combined with a solid 9% total shareholder return over the past...

OUTFRONT Media Inc. recently reported third quarter 2025 earnings, with revenue rising to US$467.5 million and net income growing to US$51.3 million, driven by a 23.7% increase in its transit segment and accelerated digital transit revenues. The company's expansion in digital offerings, including a new partnership with AWS, has enhanced its planning, buying, and measurement capabilities, supporting continued growth and leading to the declaration of a US$0.30 per share quarterly dividend...

BioLife Solutions, Inc. recently reported third-quarter 2025 results, posting US$28.07 million in revenue and earnings of US$0.01 per share, both of which surpassed analyst expectations following the sale of its evo cold chain logistics segment. This shift enables BioLife Solutions to focus on accelerating growth in its core cell processing platform, which has seen strong recurring demand and expanded market share. We will examine how the updated 2025 revenue guidance, raised after the...

In the past week, BILL Holdings, Inc. reported first-quarter revenue of US$395.74 million and introduced new AI-driven products, including BILL AI agents designed to automate back-office financial operations for small and midsize businesses. The company also announced new partnerships with NetSuite, Paychex, and Acumatica, while raising its adjusted earnings guidance for fiscal 2026, highlighting a focus on technology-led growth and expanded collaborations. We'll explore how BILL's...

Primo Brands Corporation announced strong third quarter 2025 results, with net sales reaching US$1.77 billion and the appointment of Eric Foss as Chairman and CEO following recent leadership changes. These developments coincide with ongoing business expansions, cost synergy capture, and revised guidance after the merger with Blue Triton Brands. We'll explore how Eric Foss's leadership and the robust sales performance influence Primo Brands' investment narrative moving forward. The best AI...

International Paper Company recently reported a third-quarter net loss of US$1.10 billion, with sales rising to US$6.22 billion, and updated its full-year 2025 guidance to expect US$24 billion in net sales. The substantial shift from profitability in the prior year, combined with revised outlooks and operational agreements, highlights heightened operational challenges affecting International Paper's financial positioning. We'll examine how the announcement of a significant quarterly loss may...

OSI Systems reported strong first quarter results for the period ended September 30, 2025, with revenue rising to US$384.62 million and net income reaching US$20.56 million, alongside an increase in both basic and diluted earnings per share compared to the previous year. The company also raised its full-year revenue guidance for Fiscal Year 2026, underscoring confidence in continued growth from recurring service revenue and new government contract awards across core sectors. We will explore...

Rivian Automotive recently reported third-quarter results, with revenue rising to US$1.56 billion and the company achieving its first-ever positive gross profit, while maintaining its 2025 delivery guidance of 41,500 to 43,500 vehicles. An interesting development is Rivian's continued progress on launching its more affordable R2 SUV, expected to drive broader consumer interest and future revenue opportunities. We'll now explore how Rivian's move to positive gross profit signals a shift in...

EverCommerce Inc. recently reported third quarter 2025 earnings, highlighting a rise in revenue to US$147.47 million and a swing to net income of US$11.12 million from a loss in the prior year, while also providing updated revenue guidance for the fourth quarter and full year 2025. Recent developments, including the acquisition of ZyraTalk and divestiture of its marketing technology segment, underscore EverCommerce’s sharper focus on accelerating AI integration and expanding its core SaaS...

Hexcel (HXL) has delivered steady returns over the past year, with shares rising about 13%. Investors might be wondering what factors could be at play as the stock continues its upward trend this month. See our latest analysis for Hexcel. Hexcel’s momentum has picked up lately, with a notable 11.4% share price return over the past month and a solid one-year total shareholder return of 13.3%. This gain adds to a longer-term track record of steady performance, suggesting growing investor...

APi Group Corporation recently reported third-quarter 2025 results, showing sales of US$2,085 million and net income of US$93 million, while also raising its full-year net revenue guidance to US$7.83–7.93 billion. Despite the improved outlook and strong financials, a major insider, 10% shareholder Franklin Martin E., sold 900,000 shares earlier in November, drawing attention to recent insider activity around these announcements. With management raising its full-year revenue forecast after...

Broadcom (AVGO) just landed major custom AI chip orders from heavyweights like Google, Meta, Anthropic, and OpenAI, pushing its revenue backlog past $100 billion. These developments have investors and analysts taking a keen interest as the company’s next earnings report approaches. See our latest analysis for Broadcom. Broadcom’s stock has seen some dramatic swings lately, with a recent pullback tracing back to caution around high valuations and a broader market cooldown. Even so, the...

Corcept Therapeutics (CORT) posted its third-quarter results, highlighting revenue growth fueled by new Korlym prescriptions. However, revenue and net income were lower than forecasts. The company has revised its 2025 revenue guidance. See our latest analysis for Corcept Therapeutics. Corcept Therapeutics’ latest earnings call set the stage for a year marked by both operational pivots and anticipation, with FDA decisions ahead and strategic efforts to ease specialty pharmacy bottlenecks...

Amneal Pharmaceuticals (AMRX) just posted higher sales and swung to a profit for the third quarter, while rolling out two product milestones in respiratory and migraine care that could shape its next phase. See our latest analysis for Amneal Pharmaceuticals. After a stretch of business execution and key product launches, Amneal’s 30-day share price return of 14% and year-to-date gain of 46.5% have outpaced the S&P 500. Its three-year total shareholder return of 362% underscores an impressive...

Apogee Therapeutics (APGE) just completed a public offering, bringing in about $345 million in fresh capital. The timing comes as several analysts begin coverage and highlight confidence in Apogee’s drug pipeline and leadership. See our latest analysis for Apogee Therapeutics. After raising fresh funding and earning positive analyst attention, Apogee Therapeutics has seen momentum build in its share price, with a rise of 58% over the past 90 days. However, the total shareholder return over...

Semrush Holdings (SEMR) shares have caught some attention lately, as investors dip in to assess its performance following a modest recovery over the past month. The stock’s recent moves come as its year-to-date return remains deeply negative. See our latest analysis for Semrush Holdings. Semrush Holdings’ share price has bounced back slightly in the past month, but momentum remains hard to find given its year-to-date decline of 38.3% and a steep 45.4% total shareholder loss over the last...

Quaker Chemical (KWR) has seen shares move steadily in recent weeks, with the stock up 10% over the past month. Investors may be watching for underlying trends in demand or upcoming catalysts that could impact valuation. See our latest analysis for Quaker Chemical. Momentum has returned for Quaker Chemical. After a 1-month share price return of nearly 10%, the stock is recovering some ground even as its 1-year total shareholder return remains notably negative. Investors seem to be...

Curious if Ardagh Metal Packaging’s stock is a hidden gem or just another name in the packaging space? Let’s dive into the numbers behind the share price to help you work out if it’s a smart buy today. Even though the shares are up 14.5% so far this year, they have lost 4.8% in the last week and over 6% in the past month. This suggests a mix of strong longer-term momentum and some recent investor caution. A recent uptick in industry demand and Ardagh Metal Packaging’s strategic push into...

UDR (UDR) has seen its stock drift slightly over the past month, with a small gain for the week but a decline when looking at the past three months. Investors may be weighing longer-term performance trends. See our latest analysis for UDR. UDR’s share price has taken a hit this year, falling nearly 19% year-to-date, and its total shareholder return is also down over the past twelve months. This signals that momentum has been on the softer side, despite some recent rebounds. Investors seem to...

TechnipFMC (FTI) has posted a solid stretch recently, delivering a year-to-date return near 45% and climbing almost 23% over the past 3 months. Many investors are taking a closer look at what has fueled this momentum. See our latest analysis for TechnipFMC. Momentum for TechnipFMC has really picked up, with a nearly 45% year-to-date share price return and recent total shareholder returns showing multi-year strength. The latest price surge suggests renewed investor optimism around the...