U.S. Semiconductors Stock News

Seagate Technology Holdings (STX) is back in focus after reporting second quarter results that detail sales of US$2,825 million and net income of US$593 million, alongside fresh revenue guidance for the coming quarter. See our latest analysis for Seagate Technology Holdings. At a share price of US$425.00, Seagate has seen short term softness, with a 1 day share price return of 1.01% decline and a 7 day share price return of 1.84% decline. However, recent earnings, dividend affirmation and the...

Why Oshkosh (OSK) is Getting Attention Now Oshkosh (OSK) has been drawing fresh interest as its shares recently closed at $172.52, with gains over the past week, month, and past 3 months prompting investors to reassess the stock’s current pricing. See our latest analysis for Oshkosh. The recent 15.4% 7 day share price return and 38.6% 90 day share price return add to a year to date share price return of 30.5%. The 1 year total shareholder return of 59.3% and 3 year total shareholder return of...

Gilat Satellite Networks secured an order of more than $10 million for its Wavestream Powerstream Ka solid state power amplifiers, supporting ground infrastructure for a leading LEO satellite constellation. The company also received a recent multimillion order for its Sidewinder electronically steered antenna platform from a global avionics company, tied to inflight connectivity solutions. For investors watching NasdaqGS:GILT, these contract wins come with the share price at $19.27 and a...

Nuvation Bio (NUVB) shares are in focus after the company advanced its SIGMA trial of safusidenib to Phase 3, expanding patient eligibility and enrollment in high risk IDH1-mutant glioma maintenance treatment. See our latest analysis for Nuvation Bio. The SIGMA trial update lands after a sharp 30 day share price return of around a 30% decline and a year to date share price return of a 34% decline, even though the 1 year total shareholder return is very large and the 3 year total shareholder...

If you are wondering whether Photronics at US$37.54 is still reasonably priced after a strong run, you are not alone. The stock has returned 4.0% over the past week, 12.6% over the last 30 days, 12.4% year to date, 65.2% over 1 year, and 105.4% over 3 years, with a 5 year return of 182.9%. That naturally raises questions about what is already priced in and how much risk you are taking on at current levels. Recent attention on Photronics has focused on its position within the semiconductor...

Criteo recently launched its Agentic Commerce Recommendation Service, a commerce-grade AI engine that connects shopping assistants to merchants’ inventories using its commerce intelligence built on data from 720 million daily shoppers, US$1 trillion in annual transactions, and 4.50 billion product SKUs. The move signals Criteo’s push to sit at the center of AI-powered retail experiences, offering retailers and language model platforms a way to serve curated, transaction-ready product...

Why Fresh Del Monte Produce (FDP) Is On Investors’ Radar Fresh Del Monte Produce (FDP) has caught investor attention after a period where its shares show mixed short term moves but stronger longer term total returns, inviting a closer look at how the business is currently positioned. See our latest analysis for Fresh Del Monte Produce. At a share price of $38.26, Fresh Del Monte Produce has seen a 6.25% 1 month share price return and an 8.32% year to date share price return, while its 1 year...

Market reaction to earnings uncertainty BridgeBio Pharma (BBIO) dropped 15.24% on Thursday as investors reacted to growing uncertainty around its upcoming fourth quarter and full year 2025 results, expected on February 19, 2026. The move came even as Barclays and Morgan Stanley maintained favorable views on the stock, highlighting a difference between cautious market sentiment and more optimistic analyst commentary ahead of the earnings release. See our latest analysis for BridgeBio...

Earnings event puts ASA Gold and Precious Metals in focus ASA Gold and Precious Metals (ASA) reported full year results to November 30, 2025, with revenue of US$3.98 million and net income of US$664.07 million, drawing fresh attention from investors. See our latest analysis for ASA Gold and Precious Metals. The earnings release lands after a strong run in the shares, with a recent 1-day share price return of 6.79% and a 90-day share price return of 47.18%. The 1-year total shareholder return...

Huntington Bancshares (HBAN) is drawing fresh attention after its merger with Cadence Bank pushed the lender into Category III status, accompanied by the appointment of a new Chief Risk Officer and the addition of former Cadence directors to the board. See our latest analysis for Huntington Bancshares. Those board changes, executive moves and the upcoming UBS conference presentation come during a solid run in the stock, with a 20.1% 3 month share price return and a 64.13% 5 year total...

In recent weeks, Intuit has rolled out new Mailchimp ecommerce tools powered by its data platform and announced an exclusive multi-year partnership integrating Affirm’s pay-over-time solution into QuickBooks Payments for U.S. small and mid-sized businesses. Together, these moves highlight Intuit’s push to deepen its role in merchants’ revenue generation and cash-flow management, even as investors scrutinize AI’s potential to unsettle traditional software models. We’ll now examine how...

Exponent (EXPO) shares moved sharply after fourth quarter 2025 results topped expectations, management projected high single digit revenue growth and margin expansion for 2026, and the board approved a higher quarterly dividend. See our latest analysis for Exponent. At a share price of $78.34, Exponent has a 7 day share price return of 6.35% and a 90 day share price return of 10.42%. However, the 1 year total shareholder return of a 12.42% decline suggests recent momentum follows a weaker...

Loews (L) just wrapped up FY 2025 with Q4 revenue of US$4.7b and basic EPS of US$1.94, while trailing 12 month figures show revenue of US$18.5b and EPS of US$7.97 alongside earnings growth of 17.9% over the past year. The company has seen revenue move from US$17.5b to US$18.5b over the trailing period as net income excluding extra items shifted from US$1.41b to US$1.67b, setting up this result against a backdrop of 9% net margins versus 8.1% a year earlier. For investors, that combination of...

Why Salesforce (CRM) is back on investor radars Salesforce (CRM) is drawing fresh attention as investors weigh its share performance against the company’s current fundamentals, including US$40.3b in revenue, US$7.2b in net income, and a value score of 5. See our latest analysis for Salesforce. Salesforce’s recent 1 day share price return of 1.40% comes after a steeper 30 day share price decline of 25.36% and a 1 year total shareholder return decline of 40.31%. This suggests momentum has...

Netflix stock performance snapshot Netflix (NFLX) has drawn attention after its recent trading, with the share price last closing at US$81.47. Short term moves include a 0.9% decline over the past day and a 1.9% gain over the past week. Over longer periods, the stock shows an 8.9% decline over the past month and a 29.6% decline over the past 3 months, while the year to date return stands at 10.5% lower and the 1 year total return is 19.2% lower. See our latest analysis for Netflix. For...

If you are wondering whether Walt Disney is fairly priced or if there is value still on the table, this article will walk through what the current market is implying and how that stacks up against several valuation checks. The stock last closed at US$107.13, with returns of 2.6% over the past 7 days, a 7.6% decline over 30 days, a 4.2% decline year to date, and a 0.9% decline over the last year. The 3 year return is 1.9% and the 5 year return is a 41.6% decline. Recent news around Walt...

If you are wondering whether Uniti Group's current share price offers fair value or an opening for value hunters, looking past the headline moves and into how the market is actually pricing the business can help bring some clarity. The stock last closed at US$8.07, with returns of 7.3% over the past 30 days and 18.2% year to date, while the 1 year return of a 10.2% decline and 5 year return of a 48.2% decline suggest a very different experience for longer term holders. Recent news flow...

Tyler Technologies (TYL) has drawn fresh attention after its board approved a new share repurchase program of up to US$1b in Class A Common Stock, with no fixed expiration date. See our latest analysis for Tyler Technologies. The new US$1b buyback approval follows a weak patch for the stock, with a 30-day share price return of a 20.77% decline and a year-to-date share price return of an 18.49% decline, alongside a 1-year total shareholder return of a 41.71% decline compared with a positive...

Kemper Corporation recently reported past fourth quarter 2025 results, with revenue of US$1,131.4 million and a net loss of US$8 million, alongside full-year 2025 revenue of US$4,789.7 million and net income of US$143.3 million. On the same day, Kemper announced it had completed a share repurchase of 2,801,188 shares for US$134.66 million and affirmed a quarterly dividend of US$0.32 per share, underscoring its ongoing capital return approach despite weaker quarterly profitability. We’ll now...

Universal (UVV) has just put Q3 2026 under the microscope, with recent quarters showing revenue moving from US$710.8 million and EPS of US$1.04 in Q2 2025 to US$754.2 million and EPS of US$1.36 in Q2 2026, while trailing 12 month EPS for Q2 2026 sits at US$4.47 on revenue of about US$3.0 billion. Over that same stretch, trailing 12 month revenue has hovered around the US$2.9 billion to US$3.0 billion mark, with EPS ranging between roughly US$3.8 and US$5.1, setting the backdrop for today’s...

Suburban Propane Partners (SPH) just opened its new fiscal year with first quarter earnings that featured higher net income, improved adjusted EBITDA, and growth in retail propane volumes sold, all supported by colder weather and recent acquisitions. See our latest analysis for Suburban Propane Partners. The latest earnings update lands after a steady stretch for the units, with a 1-month share price return of 8.03% and a 5-year total shareholder return of 83.15%, suggesting momentum has been...

Why Charles River Laboratories International Is On Investors’ Radar Today Charles River Laboratories International (CRL) has drawn fresh attention after a recent pullback, with the stock down about 16% over the past month and 8% year to date. At a last close of US$185.70 and a value score of 5, the company sits against a backdrop of 2.8% annual revenue growth, alongside net income of US$83.48 million on US$4.02 billion in revenue. See our latest analysis for Charles River Laboratories...

monday.com (MNDY) prints higher FY 2025 revenue and EPS monday.com (MNDY) closed out FY 2025 with Q4 revenue of US$333.9 million and basic EPS of US$1.48, alongside trailing twelve month revenue of about US$1.2 billion and EPS of US$2.31, setting a clear marker for its latest reporting year. The company has seen quarterly revenue step up from US$282.3 million in Q1 2025 to US$333.9 million in Q4 2025. Basic EPS moved from US$0.54 in Q1 to US$1.48 in Q4, with trailing net profit margins...

If you have ever wondered whether Amazon.com shares still offer good value after years of strong performance, this article will walk through what the current price could be telling you. The stock last closed at US$208.72, with returns of a 14.1% decline over 7 days, a 15.6% decline over 30 days, a 7.8% decline year to date, a 10.5% decline over 1 year, 109.7% over 3 years and 27.4% over 5 years. These mixed returns come alongside ongoing coverage of Amazon.com's position in e commerce and...