U.S. Semiconductors Stock News

Harley-Davidson (HOG) is back in focus after its Q4 2025 update, where a larger than expected loss, weaker 2026 outlook and potential credit rating downgrade from S&P put fresh pressure on the stock. See our latest analysis for Harley-Davidson. The weak Q4 2025 earnings, cautious 2026 outlook and S&P credit watch have fed into a clear shift in sentiment, with Harley-Davidson’s 90 day share price return of 17.05% and 1 year total shareholder return of 18.93% both firmly negative and pointing...

If you are wondering whether Western Midstream Partners at around US$42.45 is offering good value today, you are not alone. This article is here to unpack what that price really reflects. The unit price has moved by 3.3% over the last week, 2.6% over the past month, 6.9% year to date and 16.9% over the past year, with a very large 3 year return and a strong 5 year return of 284.2% that may be changing how investors view its risk and reward profile. Recent coverage has focused on Western...

Generac Holdings (GNRC) has attracted attention after a strong recent run, with the share price up 17.9% on the day and gains extending over the past week and month. See our latest analysis for Generac Holdings. The sharp 17.9% 1 day share price return adds to a run of strong momentum, with the 30 day share price return at 37.3% and the 1 year total shareholder return at 41.0%, even though the 5 year total shareholder return sits at a loss of 39.5%. If this move in Generac has you thinking...

Pacira BioSciences (NASDAQ:PCRX) has had a rough three months with its share price down 8.6%. It seems that the market...

In early February 2026, DRDGOLD drew fresh attention as its recent performance was highlighted alongside stronger results from other gold miners, reinforcing perceptions of improved business outcomes. The company’s inclusion among peers benefiting from a healthier gold mining backdrop has reinforced its position as a potentially resilient sector participant. We’ll now examine how DRDGOLD’s favorable positioning within a strengthening gold mining sector shapes the company’s investment...

Celanese Corporation recently declared a quarterly cash dividend of US$0.03 per share on its common stock, payable on March 10, 2026 to shareholders of record as of February 24, 2026, and earlier this week raised prices for acetic acid, vinyl acetate monomer and related derivatives in the Western Hemisphere. This combination of a modest cash return to shareholders and immediate pricing actions in key chemical products underscores management’s focus on margin protection amid cautious earnings...

JM Group (JMG) has put fresh numbers on the table for FY 2025, with second half revenue of HK$122.0 million and basic EPS of HK$0.39, while the trailing twelve months show revenue of HK$269.4 million and EPS of HK$1.17 backed by net income of HK$18.7 million. The company has seen revenue move from HK$92.1 million and EPS of HK$0.12 in 2H 2024 to HK$147.3 million and EPS of HK$0.78 in 1H 2025, before landing at the latest half year figures. Over the past year, earnings growth of 165.4% has...

If you are wondering whether Cognex is fairly priced or if there is still value left on the table, this article is designed to walk you through that question in a clear, practical way. Cognex shares last closed at US$43.03, with returns of 5.6% over 7 days, 9.1% over 30 days, 16.5% year to date and 10.6% over 1 year, set against longer term returns of a 21.9% decline over 3 years and a 49.1% decline over 5 years that some investors may still have in mind. Recent coverage around Cognex has...

Why Texas Roadhouse stock is on investors’ radar Texas Roadhouse (TXRH) has attracted fresh attention after recent share price moves, with the stock posting mixed short term returns alongside stronger performance over the past 3 years and 5 years. See our latest analysis for Texas Roadhouse. At a share price of US$183.37, Texas Roadhouse’s recent 30 day share price return of a 2.48% decline contrasts with its 90 day gain of 9.08% and a 5 year total shareholder return of 134.66%. This...

If you are wondering whether American Water Works Company is fairly priced or not, this article will walk you through what its current share price might be implying about value. The stock recently closed at US$123.69, with returns of a 0.5% decline over 7 days, a 5.1% decline over 30 days, a 5.1% decline year to date, a 1.4% gain over 1 year, an 11.2% decline over 3 years and a 14.9% decline over 5 years. Recent moves in the share price have kept investor attention on how a regulated water...

Fiserv, Inc. recently reported fourth-quarter 2025 results with revenue of US$5,284 million and net income of US$811 million, beating profit expectations but pairing that with cautious 2026 guidance and ongoing cost pressures under its “One Fiserv” transformation plan. At the same time, Fiserv launched INDX, a real-time cash settlement platform that keeps client funds off-chain while offering up to US$25 million of FDIC insurance per custodial account, highlighting how the company is trying...

Why Flex’s updated guidance is drawing fresh attention Flex (FLEX) recently raised its full year net sales guidance and highlighted improved margins tied to data center and technology solutions. This move has coincided with positive earnings estimate revisions and stronger investor interest. See our latest analysis for Flex. That updated guidance and the focus on data center and industrial solutions have come alongside building momentum in the shares, with a 7.81% 7 day share price return and...

Solaris Energy Infrastructure (NYSE:SEI) announced that its Co-CEO has been appointed as a founding member of the newly formed NYSE Texas Advisory Board. The advisory board has been launched by the New York Stock Exchange to focus on companies and capital markets activity connected to Texas and the broader southwestern U.S. This appointment marks a new leadership role for NYSE:SEI within a regional forum of executives and market participants. Solaris Energy Infrastructure, listed on the...

If you are wondering whether Visa's share price still reflects its long term growth story or if the stock has moved ahead of its fundamentals, a closer look at its valuation can help you frame that question more clearly. Visa's shares last closed at US$329.24, with returns of 0.2% decline over 7 days, 4.1% decline over 30 days, 5.0% decline year to date and 5.6% decline over 1 year, while the 3 year and 5 year returns sit at 47.1% and 64.6% respectively. Recent coverage of Visa has focused...

Sterling Infrastructure (NasdaqGS:STRL) authorized a new $400 million stock repurchase program. A company director executed share sales under a trading plan, providing additional visibility into insider activity. The company is working on high-profile projects while analysts highlight its focus on higher margin markets. Sterling Infrastructure, which operates in civil infrastructure and related services, is drawing attention as it pairs a sizeable $400 million buyback authorization with...

In early February 2026, MarketAxess Holdings Inc. reported fourth-quarter and full-year 2025 results, declared a regular US$0.78 per-share quarterly dividend, completed a US$300.00 million buyback of 1,745,783 shares, and amended its US$750.00 million credit facility, extending maturity to February 2029. The combination of higher quarterly earnings, active capital returns through dividends and repurchases, and extended lending capacity gives investors fresh insight into MarketAxess’s...

If you are wondering whether Brixmor Property Group is reasonably priced at its current level, this article will walk you through what the numbers are really saying about the stock. The shares most recently closed at US$28.53, with returns of 2.9% over 7 days, 11.0% over 30 days, 9.9% year to date, 8.1% over 1 year, 41.9% over 3 years and 84.9% over 5 years. Recent coverage has focused on Brixmor as a U.S. shopping center owner and operator, with investors paying close attention to how its...

Itron (ITRI) has been in focus after unveiling new grid edge and wildfire mitigation projects with Pacific Gas and Electric Company, Toumetis and San Diego Gas & Electric, alongside showcasing AI and resiliency offerings at DTECH 2026. See our latest analysis for Itron. These wildfire mitigation and grid edge projects come as Itron’s share price sits at US$99.81, with a 5.65% year to date share price return and a 72.32% three year total shareholder return, which may indicate that longer term...

If you are wondering whether Tutor Perini's share price still reflects its true worth after a strong run, you are not alone. This article is designed to help you think through that question clearly. The stock last closed at US$85.07, with reported returns of 7.9% over 7 days, 14.6% over 30 days, 22.7% year to date, 262.8% over 1 year and a very large 3 year return that is described as 867.6%, as well as 386.3% over 5 years. Recent coverage around Tutor Perini has focused on its position in...

The Sprinklr, Inc. ( NYSE:CXM ) share price has fared very poorly over the last month, falling by a substantial 25...

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...

If you are wondering whether Gold.com at US$62.87 is still attractively priced after a strong run, this article will walk through what the current market price might be implying about its value. The stock has strong recent return figures, including 22.1% over 7 days, 46.8% over 30 days, 80.8% year to date, 124.8% over 1 year and 117.2% over 3 years, with a 5-year return of around 4x. Recent market attention on Gold.com has been driven by these return numbers and broader interest in the...

AECOM (ACM) is back in focus after reporting quarterly revenue and profitability ahead of expectations, lifting its full-year guidance and pointing to record backlog levels that frame the stock around contracted future work. See our latest analysis for AECOM. AECOM's latest earnings beat and guidance lift come after a choppy period, with the share price down about 24.6% over 90 days but still showing a 5 year total shareholder return of 84.08%. Recent contract wins on Sydney Metro West, the...

Recent Buy reiterations from several firms, along with upbeat commentary from Jim Cramer and hopes for supportive Fed policy and new housing legislation, have pulled Home Depot (HD) back into focus for many investors. See our latest analysis for Home Depot. At a share price of US$390.68, Home Depot has logged a 4.2% 1 month share price return and a 12.97% year to date share price return. Its 3 year total shareholder return of 31.48% points to longer term gains even after a 1.65% 1 year total...