U.S. Semiconductors Stock News

Burlington Stores recently reported quarterly results showing a 7.1% year-on-year revenue increase and an EBITDA outcome above analyst estimates, while offering slightly softer revenue guidance for the upcoming quarter. Management highlighted that comparable store sales rose 1% despite weather-related traffic headwinds, and that Burlington lagged its off-price peers on revenue growth even as performance still improved. We’ll now examine how Burlington’s revenue growth alongside an EBITDA...

Why Winmark Stock Is Drawing Attention Now Winmark (WINA) has been getting a closer look from investors after its recent share performance, with the stock last closing at $452.94. That move is prompting fresh questions about what current fundamentals may imply for valuation. See our latest analysis for Winmark. The recent move to a share price of $452.94 sits on top of a 30 day share price return of 8.89% and a year to date share price return of 12.79%, while the 1 year total shareholder...

Belden (NYSE:BDC) completed a €450 million fixed income offering of senior subordinated notes due 2033. The company plans to use the proceeds to redeem its outstanding notes maturing in 2027. This refinancing reshapes Belden's debt maturity profile and may influence future interest costs and liquidity. Belden, a global supplier of networking, connectivity, and cable solutions, operates at the intersection of industrial automation, data centers, and broadband infrastructure. These areas...

Talen Energy (TLN) has drawn attention after a share price around $366 and recent mixed returns, including a 3.5% one day decline and negative moves over the past month and the past 3 months. See our latest analysis for Talen Energy. With the share price at about $366.43 and recent share price returns of 3.5% over 1 day, 4.5% over 30 days and 10.2% over 3 months, short term momentum looks softer compared with the 49.5% total shareholder return over the past year, which still points to a...

Ocugen (OCGN) is back on the radar after reporting preliminary 12 month data for its OCU410 gene therapy in geographic atrophy, alongside a recent US$22.5 million follow on equity offering at US$1.50 per share. See our latest analysis for Ocugen. Ocugen’s latest OCU410 trial update and the US$22.5 million equity raise come after a period where the stock has seen a 20.29% year to date share price return and a very large 112.82% one year total shareholder return. This suggests recent news is...

Biglari Holdings filed for a $500 million follow on equity offering and shelf registration. The filing covers the potential issuance of Class A and Class B Common Stock. The move gives the company flexibility to raise capital over time as conditions allow. For a company the size of Biglari Holdings, ticker NYSE:BH.A, a $500 million follow on shelf is a meaningful step, particularly with the stock at a current share price of $2,434.13. The filing directly relates to how the company might...

In recent days, liquefied natural gas supplier Venture Global secured an arbitration victory over Repsol while continuing separate disputes with BP and Shell, coinciding with growing attention around its Class of 2025 IPO status. Alongside its legal win, Venture Global has attracted interest for what analysts describe as bullish chart patterns, highlighting how legal outcomes and technical sentiment are jointly shaping perceptions of this newly public LNG player. Next, we’ll examine how...

Virtus Investment Partners overview Virtus Investment Partners (VRTS) has drawn investor attention after recent trading left the share price around $166.70, with mixed performance across short term moves, the month, the past 3 months, and the past year. See our latest analysis for Virtus Investment Partners. Recent trading has been soft, with a 1 day share price decline of 1.60% and a 7 day share price decline of 1.54%, while the 1 year total shareholder return decline of 15.95% suggests...

Recent earnings are front and center for Manhattan Associates (MANH), with revenue and full year EPS guidance coming in above expectations even as the stock has pulled back since the report. See our latest analysis for Manhattan Associates. At a share price of $174.02, Manhattan Associates has seen a 1-day share price return of 2.24%, a 90-day share price return of 10.69%, and a 1-year total shareholder return of 39.86%. If strong earnings and guidance have you looking beyond a single name,...

Recent weakness in technology stocks tied to renewed US Europe trade tensions has put Samsara (IOT) on many investors’ radar, as sector wide selling pressures the shares despite several positive business updates. See our latest analysis for Samsara. Those trade driven selloffs have left Samsara shares at US$32.10, with a 30 day share price return of 12.2% and a 90 day share price return of an 18.22% decline. The 3 year total shareholder return of 133.28% still points to strong longer term...

If you are wondering whether Cirrus Logic is priced attractively right now, the starting point is to understand how its current share price compares with different measures of value. The stock last closed at US$127.33, with returns of 3.3% over 7 days, 4.8% over 30 days, 6.4% year to date, 25.6% over 1 year, 42.0% over 3 years and 35.9% over 5 years. These figures may shape how you think about both opportunity and risk. Recent news coverage around Cirrus Logic has focused on its role within...

Sensata Technologies Holding (ST) has introduced its STEV high voltage contactor series for battery electric and plug in hybrid vehicles, spotlighting a core piece of EV hardware that directly affects safety, efficiency and system reliability. See our latest analysis for Sensata Technologies Holding. Despite the STEV launch and recent segment reorganization, Sensata’s share price at US$34.45 has had mixed momentum, with a 90 day share price return of 8.06% but a 5 year total shareholder...

IDEXX Laboratories (IDXX) is back in focus after unveiling new veterinary diagnostic products, including the ImageVue DR50 Plus imaging system and expanded Cancer Dx Panel, developments that may influence how investors view its long term growth profile. See our latest analysis for IDEXX Laboratories. The share price has been choppy in the short term, with a 7 day share price return of a 3.01% decline and a modest 30 day gain of 0.82%. However, the 1 year total shareholder return of 59.38% and...

If you are wondering whether Acuity is starting to look like value at its current share price, you are not alone. This article will focus on what the numbers are actually saying. The stock last closed at US$315.25, with returns of a 1.6% decline over 7 days, a 15.3% decline over 30 days, a 15.6% decline year to date, a 5.7% decline over 1 year, 71.6% over 3 years and 165.5% over 5 years. This gives a mixed picture for investors thinking about their next move. Recent price moves have arrived...

Coca-Cola (NYSE:KO) has announced a major executive shake-up, including the creation of its first Chief Digital Officer role. The company is realigning leadership to sharpen its digital focus and strengthen operations across Asia, Africa, and the Middle East. In parallel, Coca-Cola is preparing for a potential $1b IPO of Hindustan Coca-Cola Beverages, its Indian bottling arm. Coca-Cola, trading at $72.88, comes into these changes with a multi year track record that some investors may see as...

Why Phillips 66 (PSX) is on investors’ radar today Phillips 66 (PSX) is back in focus for investors, with recent performance metrics prompting closer attention to how this integrated energy company’s returns stack up against its earnings and revenue profile. See our latest analysis for Phillips 66. At a share price of $141.54, Phillips 66 has recently posted a 10.23% 1 month share price return and an 8.40% year to date share price return, while its 1 year total shareholder return of 20.51%...

If you are wondering whether Albertsons Companies stock offers genuine value at its current price, this article will walk you through what the numbers are really saying. The share price recently closed at US$17.06, with returns of 1.5% decline over 7 days, 1.3% decline over 30 days, 1.4% decline year to date, 11.6% decline over 1 year and a 47.1% gain over 5 years, which may prompt you to reassess both risk and opportunity. Recent news flow around Albertsons Companies has focused on the...

If you have ever wondered whether Automatic Data Processing (ADP) is fairly priced or offering value right now, this article is designed to walk you through that question step by step. The stock last closed at US$257.87, with a 1% decline over the past week, a broadly flat 30 day return of 0.1%, a 2% gain year to date, a 11.3% decline over the last year, and returns of 24.8% and 73.3% over the past 3 and 5 years respectively. Recent headlines around ADP have focused on its role as a core...

Mastercard (NYSE:MA) is shifting from a planned acquisition to an investment in blockchain infrastructure firm Zerohash. The company is expanding its stablecoin capabilities as part of its broader digital assets strategy. Mastercard has processed its first agentic transaction, marking a new step in autonomous payments and value added services. For you as an investor, this signals that Mastercard is looking beyond its traditional card network roots and into digital assets, blockchain rails,...

Lithia Motors stock performance and recent context Lithia Motors (LAD) has been on the radar for many investors after recent trading left the shares around $322.50, with returns over the past month and past 3 months both in negative territory. Those moves sit against a mixed longer term picture. This includes a negative 1 year total return alongside positive 3 year and 5 year total returns, which can raise questions about how the current price lines up with the company’s fundamentals. See our...

Alibaba Group Holding is preparing to list its chip unit, T-Head, after restructuring it into a partially employee-owned business. The company is also entering a joint venture with China National Nuclear Power to secure low carbon energy for its AI data centers. These moves point to a bigger push into AI hardware and long term energy security for Alibaba's computing operations. Alibaba Group Holding (NYSE:BABA) is pushing deeper into AI hardware and power infrastructure while its shares...

Why Spotify’s latest pricing and product moves matter for investors Spotify Technology (NYSE:SPOT) is back in focus after announcing Premium subscription price increases in the U.S. and rolling out its AI powered Prompted Playlists feature to Premium users in the U.S. and Canada. Together with Daniel Ek stepping down as CEO, these changes give you fresh information on Spotify’s revenue model, product direction, and leadership at a time when the stock has been volatile over the past 3...

Event context and recent share performance News (NWSA) has drawn investor attention after recent share moves, with the stock showing a 1-month return of 1.48% and a 3-month return of 1.94%, alongside a 1-year total return decline of 3.77%. See our latest analysis for News. At a share price of $26.83, News has seen short term share price momentum pick up in recent weeks, while its 1 year total shareholder return is slightly negative against a stronger 3 and 5 year total shareholder return...

If you have been wondering whether Sirius XM Holdings is priced fairly at around US$20.51, this article walks through the numbers so you can make up your own mind about its value. The stock has been relatively steady recently, with a 0.3% return over the last 7 days, flat year to date, and a 2.0% decline over the past year, alongside deeper 61.6% and 61.4% declines over the last 3 and 5 years. Recent coverage of Sirius XM has focused on its position in US audio entertainment and investor...