U.S. Semiconductors Stock News

If you are wondering whether RTX at around US$196.51 is offering fair value or stretching expectations, you are not alone. This article is built to help you frame that question clearly. Over the short term the stock has been relatively steady, with a 0.1% decline over 7 days and a 1.4% return over 30 days, while longer term returns of 4.9% year to date, 57.9% over 1 year and 107.2% over 3 years put recent price action in a broader context. Recent headlines around RTX have focused on its role...

KLA (KLAC) drew fresh attention after reporting fiscal second quarter results with year over year growth in revenue and net income, along with new guidance, a US$1.90 dividend declaration, and completed share repurchases. See our latest analysis for KLA. The recent earnings release, dividend affirmation and progress on the buyback program have arrived alongside strong price momentum, with a 1-day share price return of 3.40%, a 7-day share price return of 11.15% and a 1-year total shareholder...

Allegion plc recently declared a quarterly dividend of US$0.55 per ordinary share, an 8% increase from 2025 and its 12th consecutive annual dividend raise, payable on March 31, 2026 to shareholders of record on March 13, 2026. This extended streak of rising dividends highlights Allegion’s ongoing focus on returning cash to shareholders while signaling confidence in its ability to sustain such payouts. With Allegion’s 8% dividend increase underscoring its emphasis on shareholder returns,...

MNTN (MNTN) has put a cleaner set of numbers on the table for FY 2025 so far, with Q3 revenue of US$70.0 million and basic EPS of US$0.09 off net income of US$6.4 million, against a trailing twelve month backdrop that still shows a loss of US$44.9 million on revenue of US$272.8 million and EPS of US$1.25. The company has seen quarterly revenue move from US$54.8 million in Q2 2024 to US$70.0 million in Q3 2025. EPS has swung across losses of US$0.69, US$1.41 and US$0.65 in early FY 2025 before...

AppLovin (NasdaqGS:APP) shares surged after short-seller CapitalWatch fully retracted and apologized for past money laundering allegations against a major shareholder. The retraction removed a reputational overhang that had lingered over the company and its leadership. The reversal came alongside strong Q4 results, with revenue and earnings that the company highlighted as evidence of its business momentum. Management also emphasized continued progress in shifting the business from mobile...

Key Insights Boston Beer Company's estimated fair value is US$329 based on 2 Stage Free Cash Flow to Equity Boston Beer...

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...

Liberty Energy Inc. ( NYSE:LBRT ) shares have continued their recent momentum with a 27% gain in the last month alone...

Edwards Lifesciences FY 2025 earnings snapshot Edwards Lifesciences (EW) has wrapped up FY 2025 with fourth quarter revenue of US$1,569.6 million and basic EPS of US$0.11, setting the tone for how investors assess the latest stretch of results. The company has seen revenue move from US$1,385.8 million in Q4 2024 to US$1,569.6 million in Q4 2025, while basic EPS over that same period went from US$0.59 to US$0.11. This puts the focus squarely on how efficiently those sales are translating into...

If you are wondering whether NRG Energy at about US$160.63 still offers value after a strong run, this article walks through how its current price lines up against different ways of thinking about valuation. The stock has moved around recently, with returns of 11.6% over the last 7 days, 7.9% over the last 30 days, a 3.3% decline year to date, and 58.4% over the last year, alongside a very large return over the last 3 years and 365.3% over 5 years. These moves sit against a backdrop of...

ASA Gold and Precious Metals Limited has reported full-year 2025 results, with revenue of US$3.98 million and net income of US$664.07 million, while major shareholder Saba Capital Management recently increased its stake by purchasing shares worth about US$2 million. Saba Capital Management now holds 5,641,246 ASA shares, a very large position that can meaningfully influence governance, capital allocation priorities, and investor perception. We’ll now examine how Saba Capital’s larger...

Quest Diagnostics (NYSE:DGX) has introduced a blood based minimal residual disease test for multiple myeloma that uses advanced flow cytometry. The company reports that the assay offers sensitivity comparable to next generation sequencing with a lower expected cost and less invasive sampling. FDA draft guidance recognizes minimal residual disease as an endpoint in multiple myeloma clinical trials, supporting broader use of MRD testing in research. For you as an investor, this development...

Construction Partners (ROAD) has just combined a strong quarterly update with a raised full year outlook, after reporting higher first quarter sales and a move from loss to profit compared with a year earlier. See our latest analysis for Construction Partners. The strong quarterly beat and upgraded guidance have coincided with a sharp pick up in momentum, with a 1 month share price return of 14.62% and a 1 year total shareholder return of 66.51% building on a very large 5 year total...

The GEO Group, Inc. has reported its fourth-quarter and full-year 2025 results, with revenue rising to US$707.7 million for the quarter and US$2.63 billion for the year, alongside higher net income and earnings per share, and has issued 2026 guidance as well as confirming an upcoming CEO transition. Management also highlighted 2025 as the strongest year in the company’s history for new contract wins, with these agreements expected to add roughly US$520 million in annualized revenue and shape...

Grab Holdings (NasdaqGS:GRAB) reports its first full year of net profit. The company launches a $500 million share buyback program. Grab announces the acquisition of Stash Financial to expand into wealth services. Grab partners with Hesai Technology to distribute lidar products across Southeast Asia. Grab Holdings is moving through a major shift, pairing its first full year of net profit with several new capital and business moves. The share price sits at $4.23, with a 3 year return of...

Why Janus Henderson Group Stock Is On Investors’ Radar Janus Henderson Group (JHG) has drawn attention after its recent share performance, with a 1 day return close to flat and total returns of about 10% over the past 3 months. For context, the stock closed at $48.22, with trailing 1 year and 3 year total returns of roughly 16% and very large levels respectively, while the value score currently sits at 3. See our latest analysis for Janus Henderson Group. The recent 90 day share price return...

If you are wondering whether Uranium Energy's current share price reflects its true worth, you are not alone. The stock has attracted plenty of attention from investors trying to work out what is already priced in. Over the short term, the share price performance has been mixed, with a 1.2% decline over the last 7 days and a 0.3% decline over the last 30 days. Year to date it is up 21.3%, the 1 year return stands at 125.2%, and the 3 year return is very large. Recent headlines around Uranium...

Broadridge Financial Solutions (BR) is back on many investors' screens after Q4 results topped Wall Street revenue and adjusted EPS expectations, along with renewed interest in its digital asset efforts and the rollout of its Japan-based Trade Assignment Portal. See our latest analysis for Broadridge Financial Solutions. Despite beating earnings expectations and rolling out products like the Trade Assignment Portal and a planned CQG acquisition, Broadridge’s short term momentum has cooled,...

Interest around Bullish (BLSH) has picked up after ARK Invest disclosed sizable purchases of the stock, following quarterly results that combined reported revenue growth with a large net loss for 2025. See our latest analysis for Bullish. The recent ARK purchases and Bullish’s U.S. expansion news arrived after a 17.21% 7 day share price return. However, that move sits against a 30 day share price return of 20.30% and a year to date share price return of an 18.80% decline, hinting that...

The U.S. Department of Energy’s new funding for Oklo (OKLO) to study radioactive materials in hot liquid salt puts its nuclear fuel recycling plans in focus and has drawn fresh investor attention. See our latest analysis for Oklo. That DOE award lands at a volatile moment for Oklo, with the share price at US$66.23 after a 1 month share price return of a 35.39% decline and a 1 year total shareholder return of 21.79%. The 3 year total shareholder return is very large at more than 6x, suggesting...

Acadia Realty Trust (NYSE:AKR) announced internal executive promotions tied to the planned retirement of its long-tenured Chief Administrative Officer, Joseph Napolitano. Erica Pipitone has been promoted to Vice President of Financial Reporting as part of the updated leadership structure. Napolitano is set to retire after 31 years with the company, marking a significant shift in its senior administrative team. Acadia Realty Trust focuses on retail real estate, so leadership in finance and...

HNI Corporation (NYSE:HNI) has maintained consistent dividend payments for more than 10 years. The company highlights low debt levels and improving profit margins as support for its dividend record. This update is relevant for investors who prioritize stable income and financial resilience. HNI Corporation, listed on the NYSE under the ticker HNI, focuses on office furniture and hearth products, areas that tie closely to commercial real estate, home improvement, and workplace trends. For...

In early February 2026, Emerson Electric Co. reported first-quarter fiscal 2026 results showing higher sales of US$4,346 million and net income of US$605 million, reaffirmed earnings guidance for the quarter and full year, maintained its quarterly dividend at US$0.555 per share, and confirmed completion of a multi‑year share repurchase program while shareholders voted to declassify its board. Together, the earnings beat, confident guidance, and governance shift toward an annually elected...

Shift4 Payments (FOUR) has overhauled its capital structure by collapsing multiple share classes into a single Class A share and removing super-voting rights, while also exiting substantial future tax receivable agreement obligations. See our latest analysis for Shift4 Payments. Despite the governance clean up and TRA exit, recent share price returns have been weak, with a 30 day share price return of 10.48% and a 1 year total shareholder return of 49.72%. This hints that sentiment has cooled...