U.S. Semiconductors Stock News

NasdaqGM:BWMN
NasdaqGM:BWMNConstruction

3 Growth Companies To Watch With Insider Ownership Up To 19%

As February begins, the U.S. stock market has shown a strong start with major indexes like the Dow Jones Industrial Average and S&P 500 posting significant gains, reflecting investor optimism amid recent economic developments such as trade agreements and manufacturing growth. In this buoyant market environment, identifying growth companies with substantial insider ownership can be particularly compelling for investors seeking alignment between company leadership and shareholder interests.
NasdaqCM:RPID
NasdaqCM:RPIDLife Sciences

February 2026's Standout Penny Stocks To Consider

As February begins, the U.S. stock market is off to a strong start, with major indexes like the Dow Jones and S&P 500 posting significant gains. In such a buoyant market environment, investors often look beyond traditional stocks for opportunities that might offer substantial returns at lower entry points. Penny stocks, while an outdated term, still represent an intriguing investment area where smaller or newer companies can provide growth potential when underpinned by solid financials and...
NasdaqGS:XNET
NasdaqGS:XNETSoftware

US Market's Undiscovered Gems To Watch In February 2026

As February 2026 begins, the U.S. stock market is experiencing a strong upswing, with major indexes like the Dow Jones Industrial Average and S&P 500 posting significant gains. This positive momentum comes amid broader economic developments such as trade deals and manufacturing growth, creating an environment ripe for identifying promising small-cap stocks that may have been overlooked. In this vibrant market landscape, a good stock often combines solid fundamentals with growth potential that...
NYSE:KNSL
NYSE:KNSLInsurance

A Look At Kinsale Capital Group (KNSL) Valuation As Quarterly Earnings Expectations Rise

Kinsale Capital Group (KNSL) heads into this week’s earnings report with investor attention elevated after previously surpassing revenue expectations, as analysts now project increases in both quarterly revenue and earnings. See our latest analysis for Kinsale Capital Group. At a latest share price of $405.40, Kinsale’s recent 1 day share price return of 1.86% and 30 day share price return of 3.86% contrast with a 1 year total shareholder return decline of 14.82%, even though the 5 year total...
NYSE:TJX
NYSE:TJXSpecialty Retail

Is It Too Late To Consider TJX Companies (TJX) After Strong Multi Year Share Gains

If you are wondering whether TJX Companies is still good value at around US$150.75 per share, you are not alone. Many investors are asking if the current price fairly reflects the off price retailer's strengths and risks. The stock has seen a 2.1% decline over the past week and a 4.0% decline over the last month, yet it sits on a 23.0% return over 1 year, 94.7% over 3 years and 142.7% over 5 years, which raises questions about what is already priced in. Recent coverage around TJX has focused...
NYSE:PFSI
NYSE:PFSIDiversified Financial

Is PennyMac Financial Services (PFSI) Offering Value After Its Recent Share Price Pullback?

Wondering if PennyMac Financial Services is starting to look like value at around US$90.40 a share, or if the recent weakness is a warning sign you should pay attention to? The stock has pulled back recently, with a 5.9% decline over the last 7 days, a 38.2% decline over the last 30 days, and a 31.3% decline year to date. However, the 3 year and 5 year returns of 40.0% and 46.6% tell a different part of the story. Recent news flow around mortgage originators and servicers has kept attention...
NasdaqGS:NSSC
NasdaqGS:NSSCElectronic

How Investors May Respond To Napco Security Technologies (NSSC) Earnings Beat, Dividend Hike And Completed Buyback

In early February 2026, Napco Security Technologies reported higher half-year revenue of US$97.34 million and net income of US$25.67 million, raised its quarterly dividend by 7% to US$0.15 per share, completed a US$16.15 million buyback program, and appointed Joseph Pipczynski as Chief Revenue Officer. Together, the stronger earnings, dividend increase, capital return completion, and senior sales leadership hire point to management emphasizing cash generation and revenue expansion...
NasdaqGS:TRMB
NasdaqGS:TRMBSoftware

Is Trimble (TRMB) Now Attractive After Recent Share Price Pullback?

If you are wondering whether Trimble is starting to look attractively priced or still expensive at around recent levels, this article walks through the key valuation clues to help you frame that view. The share price has been mixed recently, with a 0.1% move over the last week, a 19.4% decline over 30 days, a 16.9% decline year to date, an 11.1% decline over 1 year, a 15.9% gain over 3 years, and a 10.1% decline over 5 years. This gives investors a wide range of reference points. These moves...
NYSE:BLCO
NYSE:BLCOMedical Equipment

How Bausch + Lomb’s Mandatory AI Academy Could Reshape BLCO’s Digital Execution Narrative

Bausch + Lomb recently partnered with Coursera to roll out a mandatory AI Academy for around 8,000 knowledge workers, embedding generative AI skills across the business to improve workflows, research and customer outcomes. The requirement to complete foundational AI training to remain bonus-eligible signals a company-wide cultural shift toward digital transformation and operational discipline. Next, we’ll examine how this mandatory AI upskilling push could influence Bausch + Lomb’s existing...
NYSE:SYK
NYSE:SYKMedical Equipment

Does Stryker’s New Ortho-Robotics Launch and Results Reset the Bull Case For SYK?

In recent days, Stryker has launched the T2 Alpha Humerus Nailing System and begun limited market release of its Mako RPS handheld robotic system for total knee procedures, alongside declaring a quarterly dividend of US$0.88 per share and reporting full-year 2025 sales of US$25.12 billion and net income of US$3.25 billion. These additions to Stryker’s orthopaedic and robotics portfolio highlight how the company is widening its surgical ecosystem, potentially deepening hospital integration...
NasdaqCM:EVLV
NasdaqCM:EVLVElectronic

Can Evolv Technologies (EVLV) Turn New Venue Wins And Board Hire Into Stickier Subscription Security Revenue?

Evolv Technologies has recently expanded its Evolv Express deployments to high-traffic sports venues including the University of North Carolina’s athletic facilities and TQL Stadium, while also appointing Axon executive Henrik Kühl as an independent director and Audit Committee financial expert. Together, these venue wins and boardroom changes highlight Evolv’s push to deepen its presence in live-event security while adding seasoned capital allocation and M&A expertise to its...
NasdaqGS:GT
NasdaqGS:GTAuto Components

Assessing Goodyear (GT) Valuation As Recent Share Moves Spark Fresh Investor Interest

Why Goodyear Tire & Rubber (GT) Is On Investors’ Radar Today Goodyear Tire & Rubber (GT) has seen mixed share performance recently, with a 4.2% gain over the past day, a 7.2% decline over the past week, and a 25.4% return over the past 3 months. See our latest analysis for Goodyear Tire & Rubber. At a share price of $9.48, Goodyear’s recent 1 day and 90 day share price returns point to short term interest picking up again, even though the 3 year and 5 year total shareholder returns remain...
NasdaqGS:WB
NasdaqGS:WBInteractive Media and Services

Weibo (WB) Valuation Check As Spring Festival Gala Partnership Renews Attention

Weibo (WB) is back in focus after being confirmed as the official copyright video partner for CCTV's 2026 Spring Festival Gala, while renewed investor interest highlights its valuation discount and sizeable China social media footprint. See our latest analysis for Weibo. Despite the renewed buzz around the Spring Festival Gala partnership and upcoming earnings call, Weibo’s recent share price performance has been subdued. The 1 month share price return shows a 9.27% decline and the 1 year...
NYSE:VZ
NYSE:VZTelecom

Is It Time To Reassess Verizon (VZ) After Its Strong 1 Year Share Price Run?

If you are wondering whether Verizon Communications' current share price lines up with its underlying value, you are not alone. This article is built to help you assess that question using clear valuation tools. The stock last closed at US$48.97, with returns of 4.2% over 7 days, 22.9% over 30 days, 20.9% year to date, 29.1% over 1 year, 48.6% over 3 years and 16.7% over 5 years. These figures have many investors reassessing the balance between potential and risk. Recent coverage has focused...
NYSE:HTGC
NYSE:HTGCCapital Markets

Hercules Capital Weighs Added Payouts Against New US300 Million Debt

Hercules Capital (NYSE:HTGC) has approved a new supplemental cash distribution to be paid over four quarters, in addition to its regular dividend. The company has completed a US$300 million unsecured notes offering, adding a new source of funding to its capital structure. Hercules Capital focuses on providing financing to growth companies, often in sectors where access to credit can be important for scaling operations. For income focused investors, the combination of a regular dividend and...
NasdaqGS:FRSH
NasdaqGS:FRSHSoftware

Freshworks (FRSH) Is Down 16.6% After Soft 2026 Profit Outlook Amid First Full-Year Profitability – Has The Bull Case Changed?

In February 2026, Freshworks reported fourth-quarter 2025 revenue of US$222.74 million and full-year revenue of US$838.81 million, turning a prior-year net loss into net income of US$191.45 million for the quarter and US$183.72 million for the year while also issuing 2026 revenue guidance of US$952.0–960.0 million. Alongside record annual recurring revenue of US$907 million and first-time full-year profitability, management’s 2026 profit forecast fell short of analyst expectations,...
NYSE:SQM
NYSE:SQMChemicals

How Investors Are Reacting To SQM's Low-Cost Lithium Edge And Capacity Expansion Strategy

In recent days, Sociedad Química y Minera de Chile (SQM) has been highlighted for its low‑cost position in potassium-based fertilizers and for benefiting from strong lithium demand tied to electric vehicle and energy storage markets. Analysts also point to the company’s ongoing investments in expanding lithium and specialty plant nutrition capacity, alongside cost-cutting efforts, as reinforcing its competitive position. A key insight from this coverage is how SQM’s combination of cost...
NYSE:AXS
NYSE:AXSInsurance

A Look At AXIS Capital Holdings (NYSE:AXS) Valuation After Recent Share Price Pullback

Event context and recent share performance AXIS Capital Holdings (NYSE:AXS) has drawn investor attention after recent trading saw the stock close at $101.56, with a 1-day return of a 2% decline and a past week return of a 4.4% decline. See our latest analysis for AXIS Capital Holdings. While the recent 1-week share price return of a 4.4% decline may hint at some cooling momentum around the latest close of $101.56, AXIS Capital Holdings’ 1-year total shareholder return of 15.5% and 5-year...
NYSE:TEL
NYSE:TELElectronic

Assessing TE Connectivity (TEL) Valuation After Recent Share Price Swings

TE Connectivity (TEL) is back on investors’ radar after recent share price swings, with the stock showing a small gain over the past week but declines over the month and past three months. See our latest analysis for TE Connectivity. Those recent share price swings sit within a mixed picture, with a 1-year total shareholder return of 58.38% and a 5-year total shareholder return of 90.99%, even as the year-to-date share price return is slightly negative and recent momentum has cooled. If TE...
NasdaqGS:LYFT
NasdaqGS:LYFTTransportation

Lyft (LYFT) One Time EPS Surge To US$6.88 Challenges Cautious Profitability Narratives

Lyft FY 2025 earnings snapshot Lyft (LYFT) has capped FY 2025 with fourth quarter revenue of US$1.6 billion and basic EPS of US$6.88, against a trailing twelve month EPS of US$6.92 on revenue of US$6.3 billion that reflects very large year over year earnings growth and a sharply higher net profit margin. Over the last few quarters, the company has seen revenue move from US$1.45 billion in Q1 2025 to US$1.69 billion in Q3 2025, while basic EPS shifted from roughly breakeven at US$0.01 in Q1 to...
NYSE:SLVM
NYSE:SLVMForestry

Should Weaker Q4 2025 Profitability Require Action From Sylvamo (SLVM) Investors?

Sylvamo Corporation has reported past fourth-quarter 2025 results, with sales of US$890 million and net income of US$33 million, both below the prior year’s levels. The sharp drop in basic earnings per share from continuing operations to US$0.84 from US$1.98 highlights a meaningful squeeze on profitability. We will now examine how this weaker quarterly profitability shapes Sylvamo’s existing investment narrative built around efficiency gains and cash generation. AI is about to change...
NYSE:CIM
NYSE:CIMMortgage REITs

A Look At Chimera Investment (CIM) Valuation After Dividend Hike Acquisition And Q4 Profit Update

Dividend hike, acquisition, and Q4 profit put Chimera in focus Chimera Investment (CIM) is back on income investors radar after a 22% increase to its common dividend, the Home Express Mortgage acquisition, and a profitable fourth quarter update. See our latest analysis for Chimera Investment. Those updates have come alongside a 6.42% 1 day share price return and a 4.72% 7 day share price return, while the 1 year total shareholder return of 5.30% contrasts with weaker 3 and 5 year total...
NYSE:CMI
NYSE:CMIMachinery

Is Cummins’ 2026 Margin Guidance And Dividend Plan Altering The Investment Case For Cummins (CMI)?

Cummins Inc. recently reported its fourth-quarter and full-year 2025 results, showing quarterly sales of US$8,536 million and net income of US$593 million, alongside full-year sales of US$33.67 billion and net income of US$2.84 billion. Alongside these results, the company declared a quarterly dividend of US$2.00 per share and issued 2026 guidance calling for revenue growth and EBITDA margins between 17.0% and 18.0% of sales, giving investors clearer visibility on its earnings profile. Next,...