U.S. Semiconductors Stock News

NasdaqGS:SIMO
NasdaqGS:SIMOSemiconductor

Why Silicon Motion Technology (SIMO) Is Up 9.6% After Strong Q4 Results And Higher Q1 Guidance

In early February 2026, Silicon Motion Technology Corporation reported that fourth-quarter 2025 sales rose to US$278.46 million with net income of US$47.75 million, and issued first-quarter 2026 revenue guidance of US$292 million to US$306 million alongside an expected operating margin range and confirmation of its regular cash dividend. These results and projections highlight continued year-over-year growth in both revenue and profitability, while the affirmed dividend policy underlines...
NYSE:SUN
NYSE:SUNOil and Gas

Sunoco Duck Thru Deal Expands Retail Footprint And Undervaluation Debate

Sunoco (NYSE:SUN) has agreed to acquire 56 Duck Thru Food Stores from Jernigan Oil Company. The transaction expands Sunoco's owned and operated convenience store footprint. The deal reflects a continued focus on growing its retail presence rather than trimming recently acquired assets. For investors watching NYSE:SUN, this move comes with the units trading around $58.9. Over the past 5 years, Sunoco units have returned 175.6%, with a 3 year return of 52.9% and a year to date return of...
NYSE:DTE
NYSE:DTEIntegrated Utilities

Is It Time To Reassess DTE Energy (DTE) After Solid Multi‑Year Share Price Gains?

If you are wondering whether DTE Energy's current share price reflects its underlying value, you are not alone. This article is built to help you size up what you are really paying for. DTE Energy recently closed at US$140.91, with returns of 3.5% over 7 days, 6.6% over 30 days, 8.1% year to date, 14.0% over 1 year, 37.9% over 3 years and 62.7% over 5 years. These figures often prompt investors to reassess both upside potential and risk. Recent attention on DTE Energy has focused on its role...
NYSE:ROL
NYSE:ROLCommercial Services

Rollins (ROL) Margin Improvement Reinforces Bullish Narratives Despite Rich P/E Multiple

Rollins (ROL) just wrapped up FY 2025 with fourth quarter revenue of US$912.9 million and basic EPS of US$0.24. Trailing twelve month revenue came in at about US$3.8 billion and EPS at US$1.09, set against 12.9% earnings growth over the past year and an 11.3% annualized pace over five years. Over recent periods the company has seen revenue move from US$3.4 billion on a trailing basis in Q4 2024 to roughly US$3.8 billion in Q4 2025. EPS over the same trailing window has run from US$0.96 to...
OTCPK:FNMA
OTCPK:FNMADiversified Financial

White House Mortgage Push Puts Fannie Mae’s Risk Reward Profile In Focus

The White House directed Fannie Mae and Freddie Mac to inject a combined $200 billion into the mortgage backed securities market. The move is aimed at lowering borrowing costs for homebuyers and refinancing activity. The directive represents a significant expansion of government support for mortgage liquidity. For Federal National Mortgage Association, or Fannie Mae (OTCPK:FNMA), this directive puts the company at the center of a larger policy push to influence mortgage rates and lending...
NasdaqGS:HAS
NasdaqGS:HASLeisure

Hasbro (HAS) Valuation Check After Six-Year High On Strong Earnings And New Licensing Deals

Why the latest earnings report matters for Hasbro (HAS) Hasbro (HAS) hit a six year high after reporting fourth quarter earnings that came in well ahead of expectations, highlighting strong results from Wizards of the Coast and Magic: The Gathering, as well as fresh licensing wins. Alongside the earnings release, the company reaffirmed its 2026 revenue outlook of 3% to 5% growth in constant currency, announced a US$1b share repurchase plan, and kept its quarterly dividend at US$0.70 per...
NYSE:A
NYSE:ALife Sciences

FDA Ovarian Cancer Nod Puts Focus On Agilent Valuation And Momentum

Agilent Technologies (NYSE:A) received FDA approval for its PD-L1 IHC 22C3 pharmDx test as a companion diagnostic for Merck's KEYTRUDA in first line epithelial ovarian, fallopian tube, or primary peritoneal carcinoma. The approval extends the test's clinical use to a new ovarian cancer population where treatment options are limited. Agilent Technologies, trading at around $124.88, now has fresh regulatory momentum behind its precision oncology portfolio. The stock has faced pressure...
NasdaqGS:ACGL
NasdaqGS:ACGLInsurance

The Bull Case For Arch Capital Group (ACGL) Could Change Following 2025 Earnings Beat And Aggressive Buybacks - Learn Why

In February 2026, Arch Capital Group reported that fourth-quarter 2025 revenue rose to US$4,934 million and net income to US$1,238 million, with full-year 2025 revenue of US$19.93 billion and net income of US$4.40 billion, alongside higher earnings per share from continuing operations versus 2024. The company paired these results with strong underwriting metrics, lower catastrophe losses, and US$1.91 billion of share repurchases in 2025, underlining robust capital generation and an emphasis...
NYSE:FDX
NYSE:FDXLogistics

Is FedEx (FDX) Still Reasonably Priced After Its Strong Share Price Run?

If you are wondering whether FedEx is still reasonably priced after a strong run, this article walks through what the current share price could mean for long term investors. FedEx shares most recently closed at US$369.46, with total returns of 1.5% over 7 days, 19.3% over 30 days, 26.0% year to date, 43.7% over 1 year, 86.2% over 3 years and 59.1% over 5 years, which has naturally raised fresh questions about value and risk. Recent FedEx headlines have focused on the company within broader...
NYSE:HIW
NYSE:HIWOffice REITs

Highwoods Properties Equity Raise Tests Sun Belt Plan And Valuation

Highwoods Properties (NYSE:HIW) has launched a $300 million at the market follow on equity offering following its recent fourth quarter and full year results. The company plans to use the new capital to pursue a capital rotation plan focused on acquiring business district properties in the Sun Belt and selling non core assets. The move signals an effort to reshape the portfolio around higher conviction markets while recycling capital from assets considered less central to its long term...
NYSE:IR
NYSE:IRMachinery

Assessing Ingersoll Rand (IR) Valuation After Recent Share Price Pullback And Strong Multi Month Gains

Why Ingersoll Rand Is On Investors’ Radar Today Ingersoll Rand (IR) is drawing attention after a recent move in its share price, with the stock slipping about 2.6% over the past day while still showing gains over the past month and the past 3 months. See our latest analysis for Ingersoll Rand. At around $94.21, the recent 2.6% one day share price pullback comes after a solid run, with a 30 day share price return of 9.76% and a 90 day gain of 24.83%. The 5 year total shareholder return of...