U.S. Semiconductors Stock News

Quanta Services (PWR) has entered a long-term partnership with American Electric Power to deliver high-voltage transmission projects and boost domestic manufacturing of grid equipment. The new collaboration targets AEP’s ambitious infrastructure investments. See our latest analysis for Quanta Services. It has been a busy stretch for Quanta, from expanding its total solutions platform to pursuing strategic acquisitions and signing the high-profile AEP partnership. These moves have coincided...

Doximity reported its second quarter 2025 earnings, revealing revenues of US$168.53 million and net income of US$62.06 million, both up significantly from the prior year, and updated its full-year guidance to reflect higher expected revenues. In addition to operational gains, Doximity highlighted the launch of new AI tools aimed at improving workflow efficiencies for physicians, underscoring ongoing investment in technology innovation for healthcare professionals. We'll examine how...

UGI (UGI) has caught investors’ attention with its recent stock performance. The company’s share price has climbed nearly 7% over the past month, in addition to year-to-date gains exceeding 20%. See our latest analysis for UGI. Momentum has clearly been building for UGI, with the share price up over 20% so far this year and delivering a 48% total return to shareholders over the past twelve months. A steady stream of positive moves has fueled renewed optimism and set a solid tone for both the...

Ultra Clean Holdings (UCTT) shares have shown some movement recently, with the stock price shifting slightly over the past week. Investors may be watching the semiconductor sector's broader trends as they consider UCTT's outlook. See our latest analysis for Ultra Clean Holdings. Ultra Clean Holdings’ recent dip in share price follows a turbulent year, echoing the sector’s volatility. The company has posted a 30-day share price return of 2.08%, yet the total shareholder return over the past...

Wondering if Mirion Technologies is a hidden gem or if the value is already baked into the price? You’re in the right place for a valuation deep dive. Recently, the stock has surged 18.7% over the past month and is up a staggering 77.3% in the last year. This reflects significant shifts in how investors view its growth potential and risk profile. There has been buzz around Mirion following its recent strategic acquisition in the medical imaging sector, which many analysts see as a move to...

Archer-Daniels-Midland (ADM) just posted third quarter results that caught many investors’ attention. Net income surged compared to last year’s quarter, and earnings per share were also higher. However, year-to-date numbers are lagging. See our latest analysis for Archer-Daniels-Midland. After this strong quarterly update, Archer-Daniels-Midland’s share price has climbed 13.5% so far this year, reflecting a shift in sentiment as investors take notice of the improved earnings. This year’s gain...

Intellia Therapeutics (NTLA) shares have seen a noticeable dip over the past month, continuing a trend that has lasted through much of the year. Investors are paying close attention to these moves, weighing the company’s future prospects in comparison to recent underperformance. See our latest analysis for Intellia Therapeutics. Intellia Therapeutics’ 61.2% drop in share price over the past month is the latest in a string of declines, reflecting both shifting investor sentiment and growing...

Capri Holdings (CPRI) caught the market’s attention after it posted a quarterly decline in sales and reported a net loss. At the same time, the company unveiled an ambitious $1 billion share repurchase plan along with new financial guidance. See our latest analysis for Capri Holdings. Capri Holdings’ share price has been on the rebound lately, climbing 15.7% over the past month and closing at $22.11. This momentum stands out given the recent dip in sales and net loss announcement. However,...

Perdoceo Education Corporation recently reported third quarter 2025 earnings, highlighted by year-over-year revenue growth to US$211.87 million and net income of US$39.85 million, alongside a quarterly dividend declaration and the completion of a buyback of 660,000 shares for US$20.64 million. An interesting insight is that Wall Street analysts responded positively to these updates by raising earnings estimates and the stock currently sits in the top quintile for favorable earnings estimate...

Cousins Properties reported strong third quarter results, with US$248.33 million in revenue and the completion of a US$218 million acquisition in Uptown Dallas, alongside plans to pursue further acquisitions and selective dispositions to enhance geographic diversity and portfolio quality. The company’s robust leasing activity and expansion in the competitive Dallas market highlight a focused approach to strengthening its presence in fast-growing Sunbelt markets. We'll now explore how Cousins...

Lincoln National Corporation recently reported third-quarter earnings showing US$4.56 billion in revenue and a return to profitability, supported by robust annuity deposits and strong results in Group Protection and Life Insurance segments. Alongside the improved earnings, the company completed a US$499.61 million fixed-income offering and maintained dividend payouts on its preferred stock, underscoring its balanced approach to capital management and funding. With operating income rising...

Ever wondered if Ford Motor stock is genuinely a bargain or just riding the hype? You are not alone. Getting to the real answer means digging deeper than headlines. Ford shares have gained 1.5% in the last week, surged 15.8% over the past month, and are up an impressive 36.9% year-to-date. This performance has caught the eye of both momentum traders and value hunters. Major developments, including the continued ramp-up in electric vehicle production and partnerships in advanced driver-assist...

American Homes 4 Rent recently reported third quarter 2025 results, with year-over-year increases in sales to US$478.46 million and net income to US$103.18 million, and also updated its full-year earnings guidance. The Board of Trustees declared fourth quarter dividends on both common and preferred shares, reflecting continued confidence in the company’s ability to generate steady cash flows for shareholders. We'll explore how the company's better-than-expected earnings and updated outlook...

Earlier this month, Sensient Technologies Corporation reported third-quarter earnings surpassing analyst expectations, highlighted by year-over-year improvements in both sales and net income, alongside a new share purchase by Vice President and Treasurer David J. Plautz. The company also reaffirmed its full-year earnings guidance and emphasized a focus on acquisitions rather than share buybacks, underlining ongoing management confidence in future growth potential. We’ll explore how solid...

PJT Partners reported record third quarter results, with revenue and net income both climbing sharply as the company’s strategic advisory business delivered strong growth. Investors are watching the upbeat outlook and higher earnings closely. See our latest analysis for PJT Partners. It has been an eventful stretch for PJT Partners, with fresh record earnings complemented by a recently reaffirmed quarterly dividend. While the short-term share price return is mixed, with the stock down 2.5%...

In the past week, MGM Resorts International reported third-quarter 2025 financials, revealing revenues of US$4.25 billion and a shift from net income to a net loss, while CEO Bill Hornbuckle publicly addressed pricing missteps at Las Vegas properties and discussed efforts to restore customer value. Alongside its earnings release, MGM finalized a new credit agreement, concluded one major share buyback program totaling over US$1.87 billion, and initiated pricing adjustments at key casino...

On October 31, 2025, M&T Bank completed a US$450 million public offering of Depositary Shares representing interests in its newly designated Series K Preferred Stock, following an amendment to its certificate of incorporation to set out the rights and preferences of these shares. This move both strengthens M&T Bank’s capital base and introduces new considerations regarding shareholder rights and future changes to the company's capital structure. With the establishment of Series K Preferred...

First Horizon Corporation recently announced a new share repurchase program, authorizing up to US$1.2 billion in common stock buybacks and confirming ongoing capital returns to shareholders, while also appointing new corporate leaders and board members, and declaring dividends on common and preferred stock. This suite of actions, including the substantial buyback, leadership changes, and board expansion, highlights the company’s intent to reinforce management strength, enhance shareholder...

Intuitive Surgical (ISRG) has been in the spotlight after reporting earnings and revenue that surpassed expectations. With this momentum and ongoing growth prospects, many investors are re-evaluating the potential of ISRG in their portfolios. See our latest analysis for Intuitive Surgical. Intuitive Surgical’s impressive earnings beat and solid revenue growth have kept investors’ focus sharp, and the company’s business momentum is showing up in the numbers. The latest surge in share price,...

Melco Resorts & Entertainment reported third-quarter 2025 earnings with revenue of US$1.31 billion and net income of US$74.69 million, both showing growth over the previous year and surpassing analysts’ forecasts. An interesting insight is the company’s 21% year-over-year increase in Macau Property EBITDA and ongoing debt reduction initiatives, indicating strengthened core operations and financial discipline. We’ll explore how Macau’s strong operational gains and stable margins influence...

Duke Energy (DUK) shares have shown a mild decline in recent weeks, sparking some attention among investors curious about what is behind the shift. Over the past month, the stock is down about 3%. See our latest analysis for Duke Energy. Despite the recent dip, Duke Energy's 2024 momentum remains intact, with a year-to-date share price return of nearly 15% and a robust 1-year total shareholder return of just over 14%. Short-term softness may simply reflect shifting sentiment around utility...

Bancorp (TBBK) shares have captured investor attention following a cluster of company developments this past week. Investors are weighing new forward guidance, third quarter results, a major share buyback, and a fresh CFO appointment. See our latest analysis for Bancorp. Bancorp’s share price momentum has cooled after peaking earlier in the year, with a 1-day gain of 1.22% not enough to offset a 14.2% decline over the past month. Even so, the stock still boasts a 20.41% year-to-date share...

Global Business Travel Group, Inc. recently filed a US$412.66 million shelf registration for over 50 million shares of Class A Common Stock, while Boundary Creek Advisors LP disclosed a new US$22.91 million stake marking a complete portfolio shift to the company as of September 30, 2025. This substantial investment ahead of the company’s Q3 2025 earnings announcement reflects increased attention from institutional investors, even as Global Business Travel Group faces modest sales growth and...

The New York Times (NYT) just released its latest earnings report, showing growth in both revenue and net income for the recent quarter and the past nine months. This highlights the company's ongoing profitability and business momentum. See our latest analysis for New York Times. New York Times shares are attracting attention, with a 17.28% year-to-date share price return and a 13.23% total shareholder return over the last year. The company’s solid earnings and continued share buybacks appear...