U.S. Semiconductors Stock News

In late February 2026, Novavax reported Q4 2025 revenue of US$147.14 million and net income of US$17.53 million, marking a move from loss-making to profitable operations for both the quarter and full year. This earnings swing was heavily supported by partnership-driven milestone payments and improved cost efficiency, underscoring how its collaboration-led model is now a central driver of profitability. Next, we’ll examine how this partnership-fueled return to profitability reshapes...

In the past week, an investigation on behalf of long-term Marex Group plc (NASDAQ: MRX) investors was announced, alleging multi-year accounting schemes involving off-balance-sheet entities, fictitious transactions, and misleading disclosures that may have rendered the company’s financial statements inconsistent and unreliable. The complaint’s focus on potential breaches of fiduciary duties and the integrity of Marex’s reported profits raises direct questions about the quality and...

Navan (NasdaqGS:NAVN) is facing securities fraud class action lawsuits tied to its recent IPO, focused on alleged gaps in disclosures around marketing spend and business trajectory. At the same time, the company has rolled out a major AI powered upgrade to its Meetings & Events platform, aimed at corporate travel and events management. Navan has also signed new enterprise partnerships, adding high profile clients while legal proceedings related to the IPO get under way. Navan operates in...

In recent weeks, Cooper Companies has attracted attention as insiders, including senior executives, bought shares while analysts reiterated positive views ahead of the March 5 earnings release. At the same time, The London Company’s new position and expectations that earnings and revenue for the January 2026 quarter will exceed last year’s levels have reinforced market focus on Cooper’s contact lens and women’s health businesses. Next, we’ll examine how this insider buying and analyst...

Procter & Gamble (NYSE:PG) is returning as a top-level sponsor of USA Gymnastics for the 2028 Los Angeles Olympics. This marks the first time a partner has re-signed with USA Gymnastics since its recent scandals. The agreement is expected to increase P&G’s brand presence and consumer engagement around the home Olympics. For a consumer products group like Procter & Gamble, which owns a broad portfolio of everyday household and personal care brands, high profile sports partnerships are one...

Escalade (ESCA) has wrapped up FY 2025 with fourth quarter revenue of US$62.6 million and basic EPS of US$0.27, alongside trailing twelve month revenue of US$240.2 million and EPS of US$1.00, supported by a trailing net profit margin of 5.7%. Over recent periods the company has seen quarterly revenue move from US$63.9 million and EPS of US$0.20 in Q4 2024 to US$67.8 million and EPS of about US$0.40 in Q3 2025 before landing at Q4 2025 levels. Trailing EPS has ranged between roughly US$0.92...

If you are wondering whether Tidewater's share price still offers value or if most of the opportunity is already reflected, this article is going to focus squarely on what the numbers are saying about valuation. Tidewater's stock last closed at US$79.42, with returns of 8.2% over 7 days, 30.3% over 30 days, 52.1% year to date and 74.1% over 1 year. This naturally raises questions about how much of the story is already priced in. Recent attention around Tidewater has centred on its role in...

Exzeo Group FY 2025 Earnings Snapshot Exzeo Group (XZO) has wrapped up FY 2025 with fourth quarter revenue of US$55.4 million and basic EPS of US$0.25, capping a year in which trailing twelve month revenue reached US$221.3 million and EPS came in at US$0.99 alongside very large year over year net earnings growth. Over recent periods, revenue has moved from US$44.7 million in Q4 FY 2024 to US$55.4 million in Q4 FY 2025, while quarterly basic EPS has shifted from US$0.14 to roughly US$0.25,...

If you are wondering whether Cboe Global Markets is still reasonably priced after a strong run, this article walks through what the current share price might be implying about the company’s value. With the stock at US$299.72 and recent returns of 3.8% over 7 days, 13.3% over 30 days, 20.8% year to date, 43.8% over 1 year, 145.9% over 3 years and 206.7% over 5 years, many investors are asking what is already priced in. Recent coverage has focused on Cboe Global Markets’ position as a major...

Oportun Financial (OPRT) has wrapped up FY 2025 with fourth quarter revenue of US$189.8 million and basic EPS of US$0.07, alongside net income of US$3.4 million. Its trailing twelve month numbers sit at US$725.2 million in revenue and EPS of US$0.53 on net income of US$25.2 million. Over recent periods the company has seen quarterly revenue move between US$174.8 million and US$194.2 million, with basic EPS ranging from a loss of US$0.75 to a profit of US$0.21. This gives investors a clearer...

If you are wondering whether Haemonetics shares are quietly offering value at around US$63.32, you are not alone. Many investors are asking the same question right now. The stock is up 3.5% over the past week, although that sits against a 4.1% decline over 30 days, a 20.8% decline year to date, and a 3.3% decline over the past year, which may have reshaped how investors think about its risk and return profile. These returns also sit alongside a 18.8% decline over three years and a 47.3%...

Euronet Worldwide (EEFT) just reported its fourth quarter 2025 results, with sales and net income figures that support its recent completion of a large buyback totaling more than 15 million shares since 2022. See our latest analysis for Euronet Worldwide. Even with the recent buyback and solid fourth quarter, the share price has eased, with a 7 day share price return of 4.1% decline and a 1 year total shareholder return of 32.1% decline. This suggests sentiment is still cautious despite the...

In February 2026, U.S. Physical Therapy reported fourth-quarter and full-year 2025 results showing higher revenue but lower quarterly net income, announced a 10-year alliance that will place ten subsidiary clinics into a local hospital system’s network, raised its quarterly dividend to US$0.46, and disclosed an upcoming CFO transition. Taken together, the new hospital partnership, dividend increase, and earnings mix highlight how U.S. Physical Therapy is balancing growth initiatives with...

If you are wondering whether Iron Mountain's current share price still offers value or if most of the upside is already reflected, you are not alone. This article is designed to help you frame that question clearly. The stock closed at US$108.33, with a 1.8% decline over the last 7 days, a 17.4% gain over 30 days, a 30.1% return year to date, a 20.5% return over 1 year, a 120.6% return over 3 years and a 273.5% return over 5 years. This gives important context before weighing up...

What VICI’s latest earnings tell you about the business VICI Properties (VICI) just released its fourth quarter and full year 2025 results, giving you an updated look at how this experiential REIT is funding its dividend, using its balance sheet, and pursuing growth. For the quarter ended December 31, 2025, VICI reported revenue of US$1,013.09 million versus US$976.05 million a year earlier, with net income of US$604.77 million compared with US$614.59 million. Basic and diluted earnings per...

BlackLine stock: event as a valuation check-in BlackLine (BL) has drawn attention after a sharp pullback, with the share price around US$35.28 and negative returns over the past month and past 3 months prompting investors to reassess expectations and risks. See our latest analysis for BlackLine. That recent pullback sits on top of a weaker backdrop, with the 1 month share price return of 31.92% and year to date share price return of 34.40% declines lining up with a 1 year total shareholder...

MBIA (MBI) has just closed out FY 2025 with fourth quarter revenue of US$13 million and a basic EPS loss of US$1.01, alongside net income from ongoing operations showing a loss of US$50 million. The company has seen quarterly revenue move from US$26 million in Q4 2024 through US$33 million and negative US$43 million in early 2024 to US$21 million, US$15 million, then US$13 million in 2025. Quarterly basic EPS has ranged from a loss of US$5.33 in Q2 2024 to losses of US$1.28, US$0.14 and...

If you are wondering whether Teledyne Technologies at around US$681 per share still offers value, you are not alone; many investors are asking the same question right now. The stock has posted returns of 1.9% over 7 days, 9.8% over 30 days, 31.3% year to date and 32.2% over 1 year, which naturally raises questions about what is already priced in and how much risk you are taking on at this level. Recent news around Teledyne has focused on its role as a diversified technology company, with...

Globant (GLOB) closed out FY 2025 with Q4 revenue of US$612.5 million and basic EPS of US$0.94, alongside net income excluding extra items of US$41.6 million, setting the tone for how the full year’s profitability story lands with investors. Over the last six reported quarters, revenue has moved in a tight band between US$611.1 million and US$642.5 million while quarterly basic EPS has ranged from a loss of US$0.05 to a high of US$1.00, reflecting shifting earnings power that puts the focus...

Sonic Automotive, Inc. recently reported fourth-quarter 2025 revenue of US$3,871.3 million and net income of US$46.9 million, while its board approved a quarterly cash dividend of US$0.38 per share payable on April 15, 2026 to shareholders of record on March 13, 2026. The company also continued its long-running buyback program, repurchasing 600,000 shares for US$38.3 million in the fourth quarter and bringing total repurchases under the 2004 authorization to 37.60 million shares for about...

In February 2026, Consolidated Edison completed a follow-on equity offering of 7,000,000 common shares via a forward sale agreement with JPMorgan, raising about US$775.67 million to support subsidiary capital needs and general corporate purposes. This equity raise underpins Con Edison’s plan to invest about US$38.00 billion in grid upgrades and clean-energy-related infrastructure over the next five years amid rising electrification demand. Next, we’ll examine how this sizeable equity...

Kroger (NYSE:KR) appointed Greg Foran, a former Walmart executive, as its new CEO following a board investigation. The appointment comes after the resignation of former CEO Rodney McMullen over an ethics violation. Kroger is pursuing cost cuts, a leaner structure, and closing underperforming stores as part of a broader restructuring effort. Kroger, trading at $68.24, is entering this leadership change after a multi year period in which the stock has delivered 58.6% over 3 years and 120.3%...

Smithfield Foods, NasdaqGS:SFD, plans to build a new packaged meats and fresh pork processing facility in Sioux Falls, South Dakota. The new facility is intended to replace the company’s historic existing plant in the city. The expansion is aimed at improving operational efficiency and supporting the surrounding agricultural community. For investors following NasdaqGS:SFD, this project comes with the stock trading at $24.88 and a return of 24.9% over the past year. That kind of move often...

Recently, Playtika Holding Corp. reported full-year 2025 results showing revenues of US$2.76 billion and a net loss of US$206.4 million, while issuing 2026 revenue guidance of US$2.70 billion to US$2.80 billion alongside a refinancing of its US$550 million revolving credit facility. Beneath the headline loss, the company highlighted record free cash flow, strong growth from direct-to-consumer channels and casual games, and a shift in capital allocation by suspending its dividend to...