U.S. Semiconductors Stock News

If you are wondering whether Trex Company’s share price reflects its underlying worth today, you are not alone. This article will help you see how the current market price stacks up against several valuation checks. The stock last closed at US$42.65, with a 7 day return of a 0.9% decline, a 30 day return of 1.1% and a year to date return of 19.0%. The 1 year return sits at a 37.1% decline and the 3 and 5 year returns are 23.4% and 58.3% declines respectively. Recent coverage of Trex has...

Why Toast’s latest earnings and Instacart deal matter now Toast (TOST) is back in focus after fourth quarter results showed revenue of US$1.63b and net income of US$101 million, alongside a new Instacart partnership aimed at improving restaurant and retailer operations. With the share price down about 25% over the past month, many investors are asking whether the combination of earnings momentum and the Instacart tie up changes the risk reward profile for Toast from here. See our latest...

Event driven snapshot of EOG Resources EOG Resources (EOG) has been drawing fresh attention after recent share price moves, with the stock last closing at $117.85 and posting mixed short and longer term returns that investors are reassessing. See our latest analysis for EOG Resources. The recent 7 day share price return of 4.76% and 30 day share price return of 9.08% suggest momentum has picked up again. However, the 1 year total shareholder return shows a 5.27% decline, which contrasts with...

Dividend move and insider buying put Dorchester Minerals (DMLP) in focus Dorchester Minerals (DMLP) has drawn fresh attention after lifting its quarterly dividend to $0.7557 per unit, alongside insider purchases by its director and CFO that may indicate confidence in the partnership’s outlook. See our latest analysis for Dorchester Minerals. Those dividend and insider buying headlines come after a period where the 30 day share price return of 8% and 90 day gain of 6.82% sit against a 1 year...

HP (NYSE:HPQ) appointed Bruce Broussard as Interim CEO after Enrique Lores stepped down. The board has started a formal search for a permanent chief executive. The leadership change comes as the company reviews its direction and oversight at the top. HP shares recently closed at $18.87, with the stock showing a 10.5% decline over the past 30 days and a 14.7% decline year to date. Over the past year, NYSE:HPQ is down 40.8%, and the stock has also recorded weaker returns over the past 3 and 5...

In February 2026, Capital Southwest Corporation reported past third-quarter 2025 results showing revenue of US$61.45 million and net income of US$32.9 million, with basic earnings per share from continuing operations of US$0.57 and diluted earnings per share of US$0.54. Alongside this earnings strength, the company reported no share repurchases under its existing buyback authorization during the quarter, underscoring that operating performance rather than capital returns drove the update. We...

SkyWater Technology (SKYT) has drawn fresh attention after recent trading left the stock with a mixed return pattern, including a gain over the past 3 months along with a weaker move in the past month. See our latest analysis for SkyWater Technology. At the current share price of $28.41, SkyWater’s recent 1 day and 1 month share price declines sit against a 90 day share price return of 64.89% and a 1 year total shareholder return of 192.89%. This suggests earlier momentum has cooled slightly...

Recent performance context for Array Technologies Array Technologies (ARRY) has drawn investor attention after recent share price swings, with the stock showing a 3.7% decline over the past day and a 4.0% decline over the past week. See our latest analysis for Array Technologies. While the share price has softened over the past week, Array Technologies has a 30-day share price return of 6.9% and a 90-day share price return of 30.68%, alongside a 1-year total shareholder return of 61.72% but a...

Wondering if BorgWarner shares are still reasonably priced after their recent run, or if you might be looking at an overheated stock? This article walks through the numbers so you can judge the value for yourself. The stock most recently closed at US$66.55, with returns of 32.1% over 7 days, 38.2% over 30 days, 42.7% year to date, 129.8% over 1 year, 56.7% over 3 years and 89.0% over 5 years. Recent headlines around BorgWarner have focused on how the company is positioned within the...

Ciena Corporation was recently added to the S&P 500, S&P Global 1200, and related S&P 500 sub-indices, while being removed from several mid- and small-cap benchmarks, underscoring its reclassification into the large-cap segment. This index reshuffling comes as Ciena positions itself as a core supplier of high-capacity optical networks for AI data centers, supported by advanced WaveLogic 6 technology and a multibillion-dollar order backlog. Next, we’ll consider how Ciena’s inclusion in the...

Innovative Industrial Properties, Inc. previously announced it would report its fourth-quarter 2025 results after the NYSE close on Monday, February 23, 2026, followed by an investor conference call the next day, with a live webcast available on the company’s website. This earnings update comes as investors closely watch potential U.S. cannabis regulatory shifts, which could materially influence IIPR’s tenants and long-term real estate cash flows. Against this backdrop, we’ll consider how...

Sea (SE) is back in the spotlight after its board approved a sizeable share buyback program, paired with ongoing spending on e-commerce, AI tools, and regional expansion that has sharpened investor focus on the stock. See our latest analysis for Sea. Those buyback headlines and fresh spending plans come after a choppy period, with the 30 day share price return at a 16% decline and the year to date share price return at a 17.1% decline. The 3 year total shareholder return of 63.2% contrasts...

Earlier in February 2026, American Tower Corporation disclosed that Dish Wireless had defaulted on lease payments, triggering a default under their Strategic Collaboration Agreement and prompting American Tower to seek a court ruling to enforce the contract. Despite the contractual strain with a key tenant, American Tower stated that Dish’s payment default is not expected to affect its 2025 financial results. With Dish’s lease payment default raising questions about contract enforcement and...

In early February 2026, Performance Food Group reported higher quarterly and six‑month sales and earnings, modestly narrowed its full‑year 2026 net sales guidance to about US$67.25–68.25 billion, detailed no share repurchases under its latest authorization, and confirmed that it is actively pursuing acquisitions while refinancing its 2027 senior notes with new 2034 debt. The company’s explanation that profit pressure stemmed from higher‑than‑expected Cheney Brothers integration costs,...

In January 2026, Eagle Harbour Technologies announced a manufacturing partnership and strategic minority investment from Jabil to enhance advanced semiconductor fabrication capabilities and scale SEMI-compliant power solutions. This move deepens Jabil’s presence in semiconductor capital equipment while aligning its manufacturing services with long-term demand across AI, cloud, automotive, healthcare, and digital commerce end markets. Next, we’ll examine how this semiconductor-focused...

If you are wondering whether Southern's share price still offers value after a strong run, or if most of the opportunity is already reflected in the stock, this article will walk you through what the current valuation is really saying. Southern's share price recently closed at US$92.56, with returns of 1.6% over 7 days, 5.7% over 30 days, 6.2% year to date, 10.2% over 1 year, 56.8% over 3 years and 84.9% over 5 years, which naturally raises questions about what is priced in today. Recent...

Fastly (FSLY) has wrapped up FY 2025 with fourth quarter revenue of US$172.6 million and a basic EPS loss of US$0.10, setting the tone for another year where top line progress sits alongside ongoing red ink. The company has seen quarterly revenue move from US$140.6 million in Q4 2024 to US$172.6 million in Q4 2025, while basic EPS losses shifted from US$0.23 to US$0.10 over the same period. Over the trailing 12 months it generated US$624.0 million of revenue with a basic EPS loss of US$0.83...

If you are wondering whether DNOW is attractively priced or not, a useful starting point is to understand how the current share price compares with what the business may be worth. DNOW recently closed at US$16.16, with a 30 day return of 20.3%, a 7 day return reflecting a 0.7% decline, and a 1 year return reflecting a 4.8% decline. These figures may influence how some investors view its potential and risk. Recent news coverage has focused on DNOW's position within the capital goods sector...

Why Western Alliance Bancorporation Is On Investors’ Radar Today Western Alliance Bancorporation (WAL) has been drawing attention after a period of solid share price momentum, with the stock showing positive returns over the past week, month and past 3 months. That recent performance, combined with reported revenue of US$3,318.9m and net income of US$956.2m, is prompting some investors to take a closer look at how the bank’s current valuation lines up with its fundamentals. See our latest...

Why STAG Industrial is on investor watchlists right now STAG Industrial (STAG) has been drawing fresh attention as investors reassess US industrial real estate exposure, with the stock showing mixed recent returns and a portfolio spanning 597 properties across 41 states. See our latest analysis for STAG Industrial. STAG Industrial’s recent share price weakness, including a 1-day share price return of 4.97% and a 7-day share price return of 5.38% in the red, contrasts with its 1-year total...

NewMarket (NEU) has wrapped up FY 2025 with fourth quarter revenue of US$635.4 million and basic EPS of US$8.65, anchored by net income of US$81.3 million, alongside trailing twelve month revenue of US$2.7 billion and basic EPS of US$44.44. Over recent quarters, the company has seen revenue move from US$700.9 million and EPS of US$13.26 in Q1 2025 through to US$698.5 million and EPS of US$11.84 in Q2, US$690.3 million and EPS of US$10.67 in Q3, and then US$635.4 million and EPS of US$8.65 in...

nVent Electric (NYSE:NVT) is pushing ahead with an active acquisition program, focused on high growth infrastructure markets such as data centers, power utilities, and renewables. Management has recently highlighted a strong pipeline of potential deals, building on previous transactions that reshaped the portfolio toward higher growth, higher margin areas. The company reported quarterly results that were broadly in line and underscored its ongoing effort to transform its business mix toward...

Recent analyst commentary around Newmont (NEM) has focused on earnings upgrades, firmer revenue and EPS projections, and a supportive backdrop for gold prices linked to geopolitical tensions and continued central bank buying. See our latest analysis for Newmont. The share price has been volatile ahead of the upcoming 19 February earnings. It has recorded a 1 day share price decline of 5.2%, a 90 day share price return of 34.5%, and a 1 year total shareholder return above 100%, suggesting...

Autoliv (ALV) has drawn fresh attention after reporting full year 2025 results, issuing 2026 guidance, and completing a share buyback program that retired 2.76% of its shares. See our latest analysis for Autoliv. Autoliv’s latest earnings report, 2026 guidance and completion of the buyback have come after a period of steady gains, with the share price at US$125.17 and a 1 year total shareholder return of 35.53% pointing to momentum that has built rather than faded over recent years, as...