U.S. Semiconductors Stock News

Lockheed Martin (LMT) is in focus after agreeing to quadruple annual THAAD interceptor production to 400 units, beginning work on a new Munitions Acceleration Center, and supporting the recent launch of its ninth GPS III satellite. See our latest analysis for Lockheed Martin. The recent THAAD framework agreement, GPS III launch and confirmed 2026 guidance have coincided with a 15.96% 1 month share price return and a 26.65% year to date share price return. The 1 year total shareholder return...

If you are wondering whether NuScale Power's share price matches what the business might be worth, you are not alone. This article will walk through how its current valuation stacks up against several common yardsticks. The stock last closed at US$16.74, with returns of a 6.4% decline over 7 days, an 18.4% decline over 30 days, a 2.6% gain year to date, and a 35.3% decline over 1 year, while the 3 year and 5 year returns sit at 60.0% and 48.1% respectively. Recent coverage around NuScale...

Morgan Stanley recently issued a research report highlighting a strong recovery in China's tourism sector, underpinned by robust domestic demand and supportive government policies, and identified Atour Lifestyle Holdings as one of the key hotel operators positioned to benefit from this trend. This endorsement places Atour at the center of the anticipated expansion in tourism-related consumption, underscoring how its hotel-focused lifestyle brands could capture increased travel spending...

The Estée Lauder Companies Inc. recently reported past second-quarter fiscal 2026 results showing higher sales of US$4,229 million and a return to profitability, reaffirmed a quarterly dividend of US$0.35 per share payable in March 2026, and issued updated full-year guidance for modest reported sales growth and earnings. At the same time, Estée Lauder’s lawsuit accusing Walmart of selling counterfeit versions of several prestige brands underscores how brand protection and channel control...

Cboe Global Markets, Inc. recently reported its fourth-quarter and full-year 2025 results, with revenue rising to US$1,204 million for the quarter and US$4.71 billion for the year, alongside higher net income and earnings per share versus 2024. Alongside these record figures, Cboe outlined a refocused global footprint, including winding down its European derivatives platform and pursuing divestitures in Canada and Australia. Next, we’ll examine how these record earnings and portfolio...

In early February 2026, Jacobs reported first-quarter 2026 results showing sales of US$3,293.28 million and net income of US$125.51 million, while also securing roles on major U.S. infrastructure and defense programs, including the Missile Defense Agency’s SHIELD contract and the Bolivar Roads Gate coastal protection project. These wins highlight Jacobs’ expanding footprint in high-complexity national security, coastal resilience, and rail mobility projects, reinforcing its position at the...

NETSTREIT Corp. has reported full-year 2025 results, with revenue rising to US$195.01 million and net income improving to US$6.9 million, alongside fourth-quarter funds from operations of US$0.33 per share that matched analyst expectations. The board also approved a higher quarterly dividend of US$0.22 per share for the first quarter of 2026, lifting the annualized payout to US$0.88 and underscoring management’s focus on returning cash to shareholders following the move from a loss to a...

Solstice Advanced Materials reported fourth-quarter 2025 revenue of US$987 million and net income of US$41 million, alongside plans to boost uranium hexafluoride output at its Metropolis Works facility and initiate a quarterly dividend of US$0.075 per share. This combination of production expansion in a critical nuclear fuel input, supported by over US$2 billion in backlog and new dividend payments, reshapes how investors may view the company’s role in the nuclear energy supply chain. We’ll...

Woodward approved changes to its corporate governance, removing supermajority voting requirements. The company also eliminated cumulative voting rights for board elections. Alongside these changes, Woodward announced a 14% increase in its quarterly dividend. For investors watching NasdaqGS:WWD, these governance moves come as the stock trades at $391.53, with returns of 5.5% over the past week and 21.6% over the past month. Over longer periods, the shares show gains of 26.0% year to date,...

The Arrow Electronics, Inc. ( NYSE:ARW ) share price has done very well over the last month, posting an excellent gain...

Royalty Pharma plc's ( NASDAQ:RPRX ) dividend will be increasing from last year's payment of the same period to $0.235...

Following the solid earnings report from Phillips 66 ( NYSE:PSX ), the market responded by bidding up the stock price...

The Pulmonx Corporation ( NASDAQ:LUNG ) share price has fared very poorly over the last month, falling by a substantial...

The board of CenterPoint Energy, Inc. ( NYSE:CNP ) has announced that it will be paying its dividend of $0.23 on the...

Southwest Gas Holdings, Inc. ( NYSE:SWX ) will pay a dividend of $0.62 on the 2nd of March. This means the annual...

We wouldn't blame The Procter & Gamble Company ( NYSE:PG ) shareholders if they were a little worried about the fact...

CCC Intelligent Solutions Holdings recently appointed Josh Valdez as Chief Product Officer, effective February 16, 2026, tasking him with leading product strategy, design, and delivery while scaling AI-driven technology across the company’s platform. Valdez’s background in building AI-centric, platform-based businesses at Dayforce, Workday, and Google positions CCC to sharpen how humans and AI collaborate across its insurance and automotive software ecosystem. Next, we’ll examine how adding...

Carrier Global (CARR) is back in focus after a packed early February, combining its fourth quarter and full year 2025 earnings release with a completed share repurchase tranche, a fresh AI feature launch, and a supportive analyst update. See our latest analysis for Carrier Global. The recent cluster of events, including the latest earnings release, completion of a multi year buyback and the launch of Carrier Abound’s AI powered “Tell Me More” feature, has coincided with a strong upswing, with...

In early February 2026, Dynatrace reported Q3 fiscal 2026 results showing revenue of US$515.47 million and net income of US$40.06 million, while also raising full-year 2026 revenue guidance to a range of US$2.01 billion and completing a US$500 million share repurchase program alongside authorizing a new US$1 billion buyback. Alongside these results, Dynatrace used its Perform 2026 conference to unveil Dynatrace Intelligence and expanded cloud-native integrations, positioning its AI-powered...

Patterson-UTI Energy, Inc. has reported its fourth-quarter and full-year 2025 results, with quarterly sales of US$1,150.81 million and a quarterly net loss of US$9.09 million, and full-year sales of US$4,826.62 million alongside a full-year net loss of US$93.64 million, all for the period ended December 31, 2025. While revenue for both the quarter and the full year declined compared with the prior period, the company’s net loss narrowed substantially, and loss per share from continuing...

SentinelOne (NYSE:S) is acquiring Observo AI in a cash and stock deal valued at about US$225 million. The company is also rolling out expanded AI Security Platform capabilities, including new Data Security Posture Management (DSPM) tools. The move is aimed at strengthening AI native security operations and data pipeline capabilities as enterprise use of AI in production grows. SentinelOne, listed on the NYSE under ticker S, focuses on autonomous cybersecurity software, with a platform that...

On February 9, 2026, Sherwin-Williams amended its credit agreement with Citicorp USA to extend US$75,000,000 of borrowing and letter-of-credit commitments from June 20, 2026 to December 20, 2030, following its full-year 2025 results and refreshed 2026 guidance. Taken together with ongoing share repurchases and management’s stated interest in acquisitions, these moves suggest an emphasis on financial flexibility to support capital returns and potential deal-making. Next, we will examine how...

If you are wondering whether McDonald’s current share price still offers value, you are not alone. Many investors are trying to work out what they are really paying for with this global brand. The stock last closed at US$325.97, with returns of 2.0% over 7 days, 6.1% over 30 days, 7.5% year to date, 7.5% over 1 year, 31.0% over 3 years and 69.9% over 5 years. This gives important context before comparing the price to the underlying business. Recent news flow has largely focused on McDonald’s...

Zscaler recently acquired SquareX to embed Zero Trust security directly into standard browsers via lightweight extensions, while also hosting a Zero Trust masterclass and presenting at the WEST 2026 conference in San Diego. Together, these moves highlight how Zscaler is trying to respond to evolving AI-driven threats and customer demands for simpler, browser-native security controls. We'll now examine how Zscaler’s browser-focused SquareX acquisition and AI threat response efforts might...