U.S. Semiconductors Stock News

CSW Industrials reported higher sales and net income for the second quarter and first half of fiscal 2025, with quarterly revenue reaching US$276.95 million and net income totaling US$40.66 million, both up from last year. Despite disruptions in the U.S. residential HVACR market, the company continued its share buyback program and received mixed but shifting analyst sentiment, with recognition for recent earnings growth and upward estimate revisions. We will explore how CSW Industrials'...

Alexander & Baldwin (NYSE:ALEX) just released its third quarter numbers. Despite lower revenue and net income compared to last year, the company surprised investors by raising its full-year earnings guidance. Management also signaled a focus on potential acquisitions, giving investors more to consider. See our latest analysis for Alexander & Baldwin. With the latest earnings behind us and the search for fresh acquisitions underway, Alexander & Baldwin’s share price closed at $15.52, notching...

Denali Therapeutics (DNLI) shares have swung higher in recent trading, gaining more than 4% in today’s session. This uptick follows a challenging year for the stock. Investors are taking a closer look after recent movement. See our latest analysis for Denali Therapeutics. Denali Therapeutics’ 4% gain today stands out after a tough stretch, as the company has struggled with a year-to-date share price return of -27.93% and a one-year total shareholder return of -52.44%. While recent momentum...

Janus Henderson Group announced past third-quarter results showing revenue of US$700.4 million and net income of US$142.1 million, both up substantially from a year earlier, alongside a declared quarterly dividend of US$0.40 per share and further progress on its share buyback program. The company's significant year-on-year boost in both revenue and net income suggests a period of improved operational efficiency and profitability. With this sharp improvement in earnings, we'll consider how...

Green Brick Partners, Inc. recently reported third quarter and nine-month 2025 earnings, with revenue and net income both declining compared to the prior year period. While the company's year-to-date revenue edged up slightly, the decrease in net income and earnings per share signals ongoing margin pressures in a challenging homebuilding market. We'll review how the recent drop in net income shapes Green Brick Partners' investment narrative, especially given persistent housing market...

Plains All American Pipeline (PAA) just posted a stronger third quarter, with net income and earnings per share jumping from a year ago. The company also closed its acquisition of EPIC Crude Holdings, a move designed to streamline operations and drive returns for investors. See our latest analysis for Plains All American Pipeline. Shares of Plains All American Pipeline have seen some momentum lately, with a 1-month share price return of nearly 5%, hinting at improving sentiment as management...

Over the past two weeks, Keysight Technologies announced the launch of its Quantum System Analysis EDA solution, expanded its high-power test equipment portfolio, and revealed a collaboration with MediaTek to advance pre-6G integrated sensing and communication technologies. These developments showcase Keysight's rapid innovation in quantum computing, test automation, and next-generation wireless standards, reinforcing its position at the forefront of technical measurement solutions in...

Masimo (MASI) just posted its third quarter earnings and gave investors plenty to think about. The company logged 8% revenue growth, expanded operating margins, and completed its Sound United sale. These developments helped fuel debt repayment and share buybacks. See our latest analysis for Masimo. Masimo’s solid revenue growth and new partnership momentum have yet to spark a rebound in the shares. The company has experienced a 15% year-to-date share price decline and a one-year total...

Kilroy Realty (KRC) shares have moved higher over the past month, gaining about 10%. Investors are keeping an eye on how the company is navigating the shifting office real estate market as well as current economic headwinds. See our latest analysis for Kilroy Realty. Kilroy Realty's 1-year total shareholder return of 11.5% shows the stock has delivered solid gains, especially given its nearly 10% increase in share price over the last month. The momentum suggests investor confidence is...

SentinelOne (NYSE:S) made a series of strategic moves at its OneCon 2025 conference, unveiling a range of AI-focused security products and services. The rollouts target automation, cloud security, and generative AI defense, all in direct response to rapidly evolving enterprise needs. See our latest analysis for SentinelOne. Over the past year, SentinelOne’s total shareholder return has slipped by 37.8% as broader market anxiety and bouts of profit-taking have weighed on high-growth tech...

If you have ever found yourself wondering whether PTC is truly worth its current price tag, you are not alone. Today we are diving straight into what makes this stock's value so interesting. PTC’s share price has slid slightly lately, dropping 10.3% this past week and 10.6% over the last month. Its longer-term performance still shows gains of 35.2% in the past three years and an impressive 78.8% over five years. Recently, news around PTC has highlighted its product innovations and expanded...

EOG Resources, Inc. ( NYSE:EOG ) investors will be delighted, with the company turning in some strong numbers with its...

CNX Resources (CNX) posted much higher earnings and revenue for the third quarter compared to last year, while also raising its 2025 production guidance. In addition, the company’s new executive appointments add another layer to the story. See our latest analysis for CNX Resources. CNX’s stock has turned around sharply in recent months, building strong momentum with a 9.8% share price return over the past month and a 21.8% gain in the last quarter. Both of these are likely fueled by upbeat...

First Citizens BancShares (FCNC.A) has shown steady price movement recently, with shares finishing at $1,818.84. Investors may be watching for what could shift sentiment, given the stock’s performance over the past month. See our latest analysis for First Citizens BancShares. Momentum has been somewhat mixed for First Citizens BancShares recently. The stock staged a robust 6.9% gain over the past month, but remains down 13.5% year-to-date in terms of share price return. Still, long-term...

Saul Centers (BFS) has seen a slight uptick in its stock price over the past week, which contrasts with a modest decline over the past 3 months. Investors tracking such shifts may be weighing the company’s long-term fundamentals. See our latest analysis for Saul Centers. After a challenging year that saw Saul Centers deliver a total shareholder return of -20.9 percent, the recent 3.2 percent seven-day share price gain stands out and suggests early signs that momentum could be rebuilding...

Wondering if Shopify is priced right for its next big move? You are not alone. Plenty of investors are digging into what really drives the value of this stock. Shopify's price journey has been lively recently, with a 69.4% gain in the last year. However, a noticeable dip of 11.9% in the past week shows there is no shortage of twists along the way. The recent volatility comes after Shopify expanded its partnership with TikTok, opening up new possible revenue streams and...

Tango Therapeutics reported third quarter 2025 earnings, revealing revenue of US$53.81 million and a net income of US$15.88 million, compared to a net loss and lower revenue in the same period last year. This marked a major turnaround for the company, as it moved from loss to profitability on sharply higher revenue during the quarter. We'll explore how the company's positive swing to profitability in the third quarter shapes Tango Therapeutics' investment narrative. Rare earth metals are the...

F5 (FFIV) is making headlines with its latest move to deepen integration with NVIDIA across core enterprise AI platforms. This highlights a strategic focus on helping businesses manage complex AI workloads securely and efficiently. This collaboration could have valuation implications as organizations ramp up large-scale AI deployments. See our latest analysis for F5. F5’s recent surge of product launches and its deepened NVIDIA partnership have been front and center, but the share price tells...

RLJ Lodging Trust (NYSE:RLJ) just reported its third quarter 2025 results, posting lower revenue and a net loss compared to last year. Despite those numbers, management kept full-year guidance unchanged and pointed to strong funds from operations. See our latest analysis for RLJ Lodging Trust. RLJ Lodging Trust’s share price has staged a modest rebound recently, jumping nearly 10% in the past month. However, the year-to-date share price return is still down over 27%. Short-term momentum is...

Custom Truck One Source (CTOS) announced its third quarter results, showing higher revenues and a much smaller net loss compared to last year. The company also reaffirmed its full-year revenue guidance, which signals ongoing confidence. See our latest analysis for Custom Truck One Source. Custom Truck One Source’s latest report sent a positive signal to the market, but momentum has softened lately. The share price is up 19% year-to-date, while total shareholder return for the past year sits...

EPR Properties (NYSE:EPR) just wrapped up a fixed-income offering, raising $543 million through new senior unsecured notes. This fresh capital could give the company more room to maneuver as it manages upcoming projects and growth plans. See our latest analysis for EPR Properties. Fresh off the successful debt raise and posting stronger sales and net income for the latest quarter, EPR Properties has attracted renewed investor interest. The share price is up 15.9% year-to-date and recent total...

Wondering if HA Sustainable Infrastructure Capital is a smart buy right now? You are definitely not alone. Figuring out if it is undervalued or riding too high can make all the difference for investors. In the last week, the stock price surged 13.9% and it is up 18.0% year-to-date, signaling a burst of momentum and perhaps a shift in how the market views its potential or risk. Recently, headlines have spotlighted the company’s pivot toward financing new energy projects and its expansion into...

Even if it's not a huge purchase, we think it was good to see that John Inglis, the Independent Director of Huntington...

A recent study by Juniper Research projects that digital wallet users worldwide will reach over 6 billion by 2030, marking a 35% increase from 2025. The research highlights that as the market becomes more saturated, digital wallet platforms must offer value-added features like Buy Now, Pay Later (BNPL), virtual cards, and digital identity to stand out. Implementing loyalty and reward schemes is critical for wider adoption, particularly in established markets, where benefits such as cashback...