U.S. Semiconductors Stock News

Mosaic (MOS) has attracted fresh attention after recent price moves, with the stock closing at $29.77 and posting mixed short term returns, including a 4.4% decline over the past day alongside gains over the past week and month. See our latest analysis for Mosaic. That sharp 4.4% one day share price decline comes after a stronger run, with Mosaic posting a 7.2% 7 day share price return and an 18.9% year to date share price return. Its 1 year total shareholder return of 16.2% contrasts with a...

Cactus (WHD) drew investor attention after earnings paired revenue growth in wellhead and pressure control equipment with a more cautious outlook, as management cited plateauing rig counts and disciplined customer budgets as near term headwinds. See our latest analysis for Cactus. At a share price of $57.05, Cactus has had strong recent momentum, with a 30 day share price return of 9.08% and a 90 day share price return of 36.97%. Its 1 year total shareholder return of 3.92% decline and 3 year...

Why Snowflake is Drawing Attention Now Snowflake (SNOW) is back on many watchlists after recent trading left the stock with a negative return over the past month and past 3 months, alongside double digit annual revenue and net income growth. See our latest analysis for Snowflake. At a share price of US$172.91, Snowflake has seen a 10.34% 7 day share price return after a steeper 30 day decline of 17.42% and a 90 day fall of 32.73%. The 1 year total shareholder return of 10.25% and 3 year total...

Omega Healthcare Investors (OHI) is back in focus after releasing its fourth quarter and full year 2025 results, pairing higher sales and net income with an active expansion plan across facilities and geographies. See our latest analysis for Omega Healthcare Investors. The recent earnings release and 10 K filing have come alongside a steady share price trend. A 30 day share price return of 5.57% and a 1 year total shareholder return of 38.26% point to momentum that has been building rather...

Analysts flagging oversold conditions across SaaS have pushed some investors back toward established names, and Bentley Systems (BSY) is feeling that shift as attention turns to its infrastructure focused software franchise. See our latest analysis for Bentley Systems. At a share price of US$34.10, Bentley Systems has seen a 6.5% 7 day share price return after a 30 day share price decline of 13.6% and a 90 day share price decline of 21%. Its 1 year total shareholder return sits at a 26.6%...

Why Norwegian Cruise Line Holdings (NCLH) is Back on Investor Radars Norwegian Cruise Line Holdings (NCLH) has caught investor attention after a recent stretch of mixed share performance, including a past 3 months total return of 27.12% and a 1 year total return decline of 11.70%. See our latest analysis for Norwegian Cruise Line Holdings. At a share price of $23.25, Norwegian Cruise Line Holdings has seen momentum pick up recently, with a 7 day share price return of 7.14% and a 90 day share...

Why Lincoln National is back on investors' radar Lincoln National (LNC) is drawing fresh attention as the market looks ahead to its upcoming Q4 earnings report, with expectations for revenue growth and a mixed track record against past estimates. See our latest analysis for Lincoln National. The upcoming Q4 earnings report has arrived after a choppy run for the stock, with a 1 day share price return of 5.64% to US$40.67 contrasting with a weaker year to date share price return of 9.64%. The 1...

Kyndryl Holdings recently faced an internal accounting review tied to SEC document requests, leadership changes including the abrupt exit of its CFO and General Counsel, delayed filing of its December 2025 10-Q, and multiple shareholder lawsuits alleging weaknesses in financial reporting controls. At the same time, the company has continued to roll out policy-governed agentic AI capabilities and maintain capital return activities such as share buybacks, underscoring the contrast between its...

If you are wondering whether LifeStance Health Group is attractively priced or still carrying a premium, you are not alone. This article is built to unpack what the current share price might be implying. The stock last closed at US$6.92, with a recent 7 day return of 5.8%, a 30 day return of 4.6% decline, and year to date and 1 year returns of 0.6% decline and 13.4% decline respectively, set against a 3 year return of 23.1%. Recent news coverage around LifeStance Health Group has focused on...

Zillow Group (ZG) has investors’ attention after reporting its first full year of profit since 2012, paired with double digit revenue growth in key segments. However, higher legal costs and cautious guidance are keeping sentiment restrained. See our latest analysis for Zillow Group. Despite the stronger operating results, sentiment has turned sharply, with a 1 day share price return of negative 3.10% and a 30 day share price return of negative 35.55% following cautious guidance, legal cost...

Allison Transmission Holdings (NYSE:ALSN) has completed its acquisition of Dana Incorporated’s Off-Highway Drive & Motion Systems business. The deal adds operations across 29 countries, significantly widening Allison’s international footprint. The transaction reshapes Allison’s presence in off highway drivetrain and motion solutions markets. Allison Transmission, known for its fully automatic transmissions for commercial and defense vehicles, is now expanding further into off highway...

In early February 2026, Affirm Holdings reported second-quarter sales of US$586.65 million and net income of US$129.59 million, while also revealing expanded collaborations with Wayfair, Expedia Group, and a new, multi-year integration with Intuit’s QuickBooks Payments platform. Together, these partnerships extend Affirm’s reach across home goods, travel, and small-business invoicing in the US, UK, and Canada, deepening its role within major online and offline checkout ecosystems. We’ll now...

Recently, advertising software provider Zeta Global announced it will report its fourth-quarter and full-year 2025 results on 24 February 2026 and then saw its shares pressured as investors reassessed AI-related software names amid delayed expectations for Federal Reserve rate cuts following strong U.S. jobs data. This combination of macro-driven risk repricing and a more selective stance toward AI beneficiaries has put fresh attention on how Zeta’s business model responds to higher-rate...

IPG Photonics (IPGP) has just posted its FY 2025 third quarter numbers, with revenue of US$250.8 million and basic EPS of US$0.18, as the market weighs what this means for the laser maker’s recent return to profitability. The company has seen quarterly revenue move from US$234.3 million in Q4 2024 to US$227.8 million in Q1 2025 and then to US$250.7 million and US$250.8 million in Q2 and Q3 2025. Basic EPS shifted from US$0.18 to US$0.09, US$0.16 and US$0.18 over the same stretch. That...

Ensign Group (ENSG) shares were in focus after the company paired strong fourth quarter and full year 2025 results with fresh 2026 guidance, as well as an expanded skilled nursing footprint across multiple states. See our latest analysis for Ensign Group. Those results and the new 2026 guidance arrived alongside an acceleration in share price momentum, with a 1-month share price return of 20.54% and year to date share price return of 23.28%, while the 1-year total shareholder return sits at...

Belden's FY 2025 Earnings Snapshot Sets the Stage for Narrative Shifts Belden (BDC) just posted its FY 2025 third quarter numbers, with revenue of US$698.2 million and basic EPS of US$1.43, while trailing 12 month EPS came in at US$5.72 on revenue of US$2.7 billion. The company has seen revenue move from US$654.9 million in Q3 2024 to US$698.2 million in Q3 2025, with quarterly EPS shifting from US$1.32 to US$1.43 over the same periods, and trailing net income reaching US$228.0 million. With...

Hyatt Hotels (H) has just posted another loss making quarter, with Q3 FY 2025 revenue of US$883 million and basic EPS of a US$0.51 loss on net income excluding extra items of a US$49 million loss. The company has seen revenue move from US$761 million in Q4 FY 2024 to US$883 million in Q3 FY 2025, while quarterly EPS has shifted from a US$0.58 loss in Q4 FY 2024 to US$4.75 and US$3.55 profits in Q3 and Q2 FY 2024, then back to losses more recently. This presents a mixed picture on margins that...

If you are trying to figure out whether Excelerate Energy is priced attractively right now, it helps to step back and look at both the recent share moves and what they might be saying about expectations. The stock last closed at US$40.36, with returns of 12.7% over 7 days, 27.8% over 30 days, 42.4% year to date, and 36.9% over the past year. These moves may have changed how investors think about its potential and its risks. Recent news flow around Excelerate Energy has focused on its...

An investigation was recently launched on behalf of long-term Quanex Building Products shareholders into whether certain directors and officers breached fiduciary duties by not disclosing underinvestment and tooling problems at the Tyman Mexico facility, which could mean higher costs and delayed integration benefits. The probe centers on allegations that previously positive statements about operations and prospects lacked a reasonable basis, putting disclosure practices and governance under...

GCI Liberty (GLIB.A) has just posted a tough third quarter for FY 2025, with revenue of US$257 million alongside a basic EPS loss of US$13.34 and a net loss of US$387 million, setting a cautious tone around profitability. Over the past few quarters, the company has seen revenue move around the US$260 million mark, from US$262 million in Q3 2024 to US$266 million in Q1 2025 and US$261 million in Q2 2025. Basic EPS shifted from US$0.72 in Q3 2024 to US$1.22 in Q1 2025 and US$0.94 in Q2 2025...

Porch Group (PRCH) has wrapped up FY 2025 with Q4 revenue of US$124.3 million and a basic EPS loss of US$0.03, providing a clear snapshot of where the business stands on growth versus profitability. Over the past six reported quarters, revenue has moved from US$100.4 million in Q4 2024 to US$124.3 million in Q4 2025. Over the same period, quarterly EPS has ranged from a profit of US$0.30 to a loss of US$0.10, giving investors a mixed read on how much of that top line is flowing through to the...

ICON stock snapshot after recent performance ICON (NasdaqGS:ICLR) has drawn investor attention after a period of weak share performance, with the stock showing negative returns over the past week, month, past 3 months, year to date, and past year. In this context, investors are weighing ICON’s clinical research business profile, current valuation metrics, and recent financial results, including reported revenue of US$8.1b and net income of US$599.5m, to assess whether the recent share price...

Recent performance snapshot MKS (MKSI) has attracted fresh attention after a sharp recent run, with the stock up about 29% over the past month and roughly 75% in the past 3 months. See our latest analysis for MKS. That surge has come after a strong run over the past year, with a 1 year total shareholder return of 142.22%. The latest share price of US$249.42 still saw a 1 day decline of 3.72%, hinting at some near term profit taking after a powerful upswing. If this kind of momentum in...

Onity Group (ONIT) has just posted its latest FY 2025 results with Q3 revenue of US$280.3 million and EPS of US$2.20, set against a trailing twelve month earnings growth of 111% and a net profit margin that moved from 1.4% to 3.1%. Over recent quarters, the company has seen revenue move between US$246.4 million and US$280.3 million while quarterly EPS has ranged from a loss of US$3.63 in FY 2024 Q4 to US$2.72 in FY 2024 Q3 and US$2.20 in FY 2025 Q3. This gives investors a clearer view of how...