U.S. Semiconductors Stock News

Patent agreement puts Beam Therapeutics (BEAM) intellectual property in focus Beam Therapeutics (BEAM) has moved to secure its gene editing toolkit, signing a standby license agreement with Kobe University and Bio Palette that aims to protect access to key base editing patents. See our latest analysis for Beam Therapeutics. The standby license news lands after a choppy year, with a 26.79% 90 day share price return but a 1 year total shareholder return of 13.83% decline, signaling near term...

Waystar Holding Corp. recently disclosed that Chief Business Officer Eric (Ric) Sinclair III resigned effective March 2, 2026, to join another company, with the departure explicitly not linked to disagreements over operations, policies, or practices. This leadership change lands at a time when analysts are emphasizing Waystar’s AI-enabled healthcare payments platform and Iodine Software acquisition as core to its longer-term growth story. Against this backdrop of an executive departure,...

Redwire’s contract setback and sector pressure Redwire (RDW) shares sold off after the company failed to secure any contracts in the Pentagon’s US$1.1b Drone Dominance program, a disappointment that arrived soon after its US$925 million Edge Autonomy acquisition. The stock move is also unfolding as short interest climbs and investors rotate capital away from publicly listed space stocks, which is putting additional pressure on sentiment around Redwire’s defense and space ambitions. See our...

United Fire Group, Inc. reported past fourth-quarter 2025 revenue of US$365.81 million and net income of US$38.35 million, and the board declared a US$0.20 per-share quarterly dividend payable on March 10, 2026, to holders of record on February 24, 2026. The 25% rise in the quarterly dividend alongside higher annual revenue and net income underlines management’s confidence in the insurer’s financial position and earnings quality. We’ll now examine how the stronger earnings and 25% dividend...

In early February 2026, Citrix announced it will expand its agreement with Arrow Electronics from March 1, 2026, handing Arrow responsibility for managing all Citrix Service Providers across North America and Europe, while Arrow also reported 2025 sales of US$30.85 billion and net income of US$571.27 million alongside new Q1 2026 guidance. This combination of strong recent results, guidance, and an expanded Citrix partnership underscores Arrow’s push toward higher-margin, service-led...

T-Mobile has launched a real-time AI translation service that offers instant language translation without traditional app-based learning. This move introduces a direct AI competitor to Duolingo's core language services at a time of rapid progress in generative AI tools. The new offering raises questions about how Duolingo, listed as NasdaqGS:DUOL, will differentiate its language learning model against utility-focused translation services. For Duolingo at a share price of $112.57, the...

SoFi Technologies recently reported stronger-than-expected fourth-quarter results, including record adjusted net revenue growth, more than 1 million new members, and expanded offerings such as crypto trading and a proprietary stablecoin, while also issuing upbeat financial guidance for 2026. These developments, coupled with analyst upgrades highlighting SoFi’s diversified fintech model and growing role as a full-service digital bank for high-income, tech-focused customers, are reshaping how...

Wondering if Waters at around US$323 per share is starting to look like value, or if the recent weakness is telling you to stay patient. The stock has pulled back with a 15.2% decline over the last 7 days and a 16.5% decline over the last 30 days, leaving year to date returns at a 15.3% decline and the 1 year return at a 12.5% decline. These moves have brought fresh attention to how the market is currently pricing established life sciences names like Waters and whether recent sentiment...

Advanced Micro Devices (NasdaqGS:AMD) is gaining ground in AI chips as its Datacenter segment reports strong sales growth versus prior periods. The company is rolling out new AI accelerators, including the MI450, aimed at large scale training and inference workloads. Customers such as Arista Networks are shifting workloads to AMD solutions, pointing to expanding use of its AI hardware. Management highlights an inflection point in AI adoption, supported by an aggressive product roadmap that...

In early February 2026, Chubb Limited reported fourth-quarter 2025 net income of US$3.21 billion and full-year net income of US$10.31 billion, alongside higher basic and diluted earnings per share versus the prior year. The company also completed a US$2.33 billion share repurchase program covering about 2.1% of its shares, reinforcing management’s confidence in Chubb’s financial position and earnings power. Against this backdrop of record earnings and completed buybacks, we’ll examine how...

Independence Realty Trust (IRT) just paired a profitable fourth quarter and full year 2025 with fresh 2026 earnings guidance, highlighting AI driven leasing, portfolio upgrades, and refinanced debt that collectively reshape its risk and cash flow profile. See our latest analysis for Independence Realty Trust. At a share price of $16.35, Independence Realty Trust has paired its latest earnings and 2026 guidance with a 1 day share price return of 2.64%, even as the year to date share price...

BorgWarner Inc. recently announced a wave of contracts and agreements, including long-term deals to supply advanced electrified propulsion systems to global automakers and a master supply agreement with TurboCell for a modular turbine generator system aimed at AI-driven data centers and microgrids, with production planned in North Carolina from 2027. Together with a new universal shelf registration covering multiple securities, these awards highlight BorgWarner’s push to diversify beyond...

Why Align Technology stock is in focus now Align Technology (ALGN) is back on investors’ radar after its fourth quarter drew a positive market response, with record clear aligner case volumes across Europe, Latin America, and Asia-Pacific supporting sentiment toward the stock. See our latest analysis for Align Technology. At a share price of US$186.77, Align has seen a 40.84% 3 month share price return and 19.70% year to date share price return, while the 1 year total shareholder return of...

In February 2026, FirstSun Capital Bancorp was added to the Zacks Rank #1 (Strong Buy) list after analysts raised current‑year earnings estimates by 9.8% over the prior 60 days, while the company also presented to investors at the KBW 2026 Winter Financial Services Conference in Boca Raton, Florida. This combination of a higher earnings outlook and increased investor visibility comes despite earlier concerns about modest revenue growth, a contracting net interest margin, and forecasts for a...

In February 2026, Avantor reported fourth-quarter 2025 sales of US$1,663.6 million, with net income falling sharply to US$52.4 million, and a full‑year 2025 net loss of US$530.2 million on slightly lower annual sales of US$6,552.2 million. Alongside these weaker profits, the company completed a US$74.97 million share repurchase and launched its Revival program, reorganizing operations and investing in e‑commerce and brand refresh initiatives to address margin pressures and reposition the...

ICON plc previously disclosed that its Audit Committee launched an internal investigation into revenue recognition practices from 2023 to 2025, prompting delays to its fourth-quarter and full-year 2025 results and the withdrawal of 2025 financial guidance while it prepares to report material weaknesses in internal controls. Preliminary findings indicating revenue overstatements of less than 2% per year, combined with multiple securities law probes, have raised wider questions about ICON’s...

Alexander’s, Inc. recently reported full-year 2025 results, with sales of US$213.18 million and net income of US$28.22 million, both lower than the prior year, while also affirming a regular quarterly dividend of US$4.50 per share payable on February 27, 2026. The combination of reduced earnings per share from continuing operations and the continued cash return via dividends highlights a tension between current profitability and shareholder income priorities. We’ll now examine how the...

In early February 2026, Lam Research’s board approved a US$0.26 per-share quarterly dividend payable on April 8 and confirmed leadership changes, while the company entered a multi-year R&D collaboration with CEA-Leti to advance specialty semiconductor technologies for AI and high-performance computing. The appointment of Cadence CEO Anirudh Devgan to Lam’s board, alongside the CEA-Leti partnership, underlines a clear emphasis on computational software expertise and materials innovation at...

Earnings rebound and fresh 2026 outlook Capri Holdings (CPRI) returned to profitability in its latest quarter, reporting positive net income and higher earnings per share than a year earlier, while also issuing new full year 2026 revenue and earnings guidance. See our latest analysis for Capri Holdings. The earnings rebound and new 2026 guidance sit against a weaker recent share price trend. Capri Holdings’ 30-day share price return shows a decline of 17.79%, and its 1-year total shareholder...

What Ameren’s latest earnings and guidance tell you Ameren (AEE) just paired solid fourth quarter and 2025 results with affirmed 2026 earnings guidance and a higher dividend, giving investors fresh numbers to assess the utility’s long term investment and growth plans. See our latest analysis for Ameren. Ameren’s recent earnings beat, affirmed 2026 guidance, dividend increase and approval for projects like the Big Hollow Energy Center have coincided with building momentum, including a 10.02%...

Pebblebrook Hotel Trust recently refinanced its near-term debt by closing a new US$450 million senior unsecured term loan, retiring the Margaritaville Hollywood Beach Resort mortgage originally due in 2026, and extending its US$650 million revolving credit facility through October 2029. This refinancing meaningfully extends Pebblebrook’s debt maturity profile, reduces reliance on secured borrowing, and leaves its US$650 million revolver fully undrawn, enhancing financial flexibility for...

In early February 2026, Liberty Energy Inc. completed a US$700 million Rule 144A zero-coupon senior unsecured convertible notes offering due March 1, 2031, with J.P. Morgan Securities LLC and Goldman Sachs & Co. LLC acting as co-lead underwriters. This refinancing move reshapes Liberty Energy’s capital structure by adding a sizable, potentially dilutive convertible layer that sits ahead of equity while involving top-tier underwriting support. Next, we’ll assess how this sizeable zero-coupon...

NETSTREIT (NTST) has just completed a follow on equity offering, raising about US$208.6 million by issuing 10,980,000 common shares at US$19 each, which represents a US$0.76 discount to the offer price. See our latest analysis for NETSTREIT. The follow on equity raise comes on the heels of NETSTREIT’s recent earnings release, dividend increase and 2025 investment update. The stock’s 30 day share price return of 9.49% and 1 year total shareholder return of 53.13% suggest momentum has recently...

In February 2026, Valvoline Inc. filed a shelf registration for up to US$455.10 million of common stock, tied to an ESOP-related offering of 12,078,021 shares, following a quarter in which it reported US$461.8 million in sales and a net loss of US$32.8 million for the period ended December 31, 2025. This combination of a sizable potential equity issuance and a swing from prior-year profitability to a quarterly loss raises important questions about how Valvoline plans to finance growth,...