U.S. Semiconductors Stock News

Kewaunee Scientific (KEQU) has just turned in a mixed Q2 2026 scorecard, posting revenue of about $70.1 million and EPS of $0.85 as profitability continues to reflect a narrower net margin profile than a year ago. The company has seen quarterly revenue move from $47.8 million in Q2 2025 to $70.1 million in Q2 2026, while quarterly EPS has swung between $0.47 and $1.70 over the same stretch, underscoring how choppy earnings have become as margins compressed from last year’s levels. See our...

Earlier this month, The GEO Group Inc. announced that long‑time Senior Vice President, Legal Services, General Counsel, and Corporate Secretary Joe Negron will retire effective December 31, 2025, after serving in his current roles since 2019, and will remain as a consultant on legal, regulatory, and compliance matters for two years starting January 1, 2026. This transition keeps Negron’s institutional and regulatory expertise tied to GEO as investor attention increasingly centers on the...

Praxis Precision Medicines (PRAX) just checked several big regulatory boxes, with the FDA signaling a path toward New Drug Applications for relutrigine and ulixacaltamide while elsunersen’s EMBRAVE3 trial shifts into a faster single arm design. See our latest analysis for Praxis Precision Medicines. Those rapid fire regulatory wins have gone hand in hand with a powerful rerating, with Praxis posting a roughly 609% 3 month share price return and a 627% 3 year total shareholder return,...

T. Rowe Price Group recently reported that its assets under management stood at US$1.79 trillion at the end of November, alongside US$8.0 billion in net client outflows for the month, while also reshaping operations with a new Technology, Data, and Operations function. These sizable outflows, combined with organizational changes and ongoing investment in technology and global distribution, highlight the tension between the firm’s strong retirement franchise and current pressure on organic...

Repligen (RGEN) is back in focus after fresh coverage spotlighted a growing disconnect between its acquisition driven expansion and softer organic revenue growth, along with a clear slide in operating margins. See our latest analysis for Repligen. The latest note seems to have cooled sentiment a little, with a modest pullback in the 7 day share price return after a strong 90 day share price rally and only lukewarm 1 year total shareholder return. This hints that momentum is still rebuilding...

Daktronics (DAKT) just stacked several important updates into one quarter, combining solid Q2 sales and order growth with a deeper product backlog, a new CEO on deck, and expanded manufacturing capacity. See our latest analysis for Daktronics. That operational momentum is starting to show up in the market too, with the share price at around $20.51 and a robust year to date share price return of roughly 23%, building on a remarkable three year total shareholder return above 700%. If Daktronics...

If you are wondering whether Cleveland-Cliffs at around $13.41 is a bargain or a value trap right now, you are not alone. This breakdown is designed to help you cut through the noise. The stock has risen about 5.2% over the last week and 31.5% over the past month, and is now up 40.6% year to date, even though longer-term returns over 3 and 5 years remain slightly negative. Recent headlines have focused on shifting steel demand expectations, ongoing trade policy discussions, and...

Noble (NYSE:NE) just made a decisive move, agreeing to sell six jackup rigs and lean harder into deepwater and ultra harsh work, a shift that could meaningfully reshape its risk profile and cash generation. See our latest analysis for Noble. Those jackup sales land after a choppy stretch, with the share price down year to date but still delivering a positive one year total shareholder return. This suggests sentiment is cautious even as interest in Noble’s streamlined, deepwater focused story...

In early December 2025, BitMine Immersion Technologies disclosed that it had purchased more than 138,000 ether in a week, lifting its Ethereum treasury to about 3.86 million ETH and over US$13.20 billion in combined crypto and cash assets, or more than 3.2% of Ethereum’s circulating supply. Beyond amassing the world’s largest corporate Ethereum position, BitMine is targeting control of 5% of the ETH supply and preparing a US-based staking infrastructure launch in 2026, signaling ambitions...

If you are wondering whether United Parcel Service is a bargain or a value trap at current levels, you are not alone. This breakdown is designed to cut through the noise for long-term investors. Despite a tough longer-term picture, with the stock down 18.9% year to date and 16.7% over the past year, UPS has bounced 6.0% in the last week and 5.7% over the past month as sentiment has started to thaw. That shift comes as investors refocus on UPS's leverage to global e-commerce volumes and the...

Tandem Diabetes Care (TNDM) is back in focus after fresh commentary underscored two pressure points: soft insulin pump demand over the past couple of years and a still negative EBITDA profile that limits financial flexibility. See our latest analysis for Tandem Diabetes Care. Despite those concerns, the market has started to rethink Tandem’s prospects, with a 30 day share price return of 19.69 percent and a striking 90 day share price return of 70.90 percent. However, the 1 year total...

Wondering if Campbell's dip has finally turned this pantry staple into a genuine value opportunity, or if it is a value trap in disguise? The stock has slid about 3.2% over the last week and roughly 9.9% over the past month, capping off a much steeper slide of around 32.4% year to date and 30.8% over the last year. Recent headlines have focused on shifting consumer spending habits, with shoppers trading between brand names and private labels, as well as ongoing debates about how inflation...

Earlier this month, UBS initiated coverage on Stifel Financial with a positive analyst rating, highlighting the firm’s evolution into a globally competitive wealth manager, investment bank, and brokerage under CEO Ronald Kruszewski, following a series of acquisitions. This endorsement from a major global institution underscores how Stifel’s multi-year transformation and diversified business model are increasingly drawing attention from large, institutional research desks. Now we’ll examine...

Cisco Systems (CSCO) has quietly put together a steady run, with shares up roughly 19% over the past 3 months and about 38% over the past year, drawing fresh attention from long term investors. See our latest analysis for Cisco Systems. That steady climb to a recent share price of $79.27, including a roughly double digit 30 day share price return and a strong multi year total shareholder return, suggests momentum is building as investors warm to Cisco’s growth and earnings profile. If Cisco’s...

Earlier this week, Align Technology launched commercial availability in Thailand of its Invisalign System with mandibular advancement and integrated occlusal blocks, its first clear aligner specifically designed to correct Class II skeletal and dental issues by advancing the lower jaw while straightening teeth. This product not only broadens Align’s Class II treatment options for children and teenagers, but also extends access across key Asia-Pacific markets, including Australia, China,...

Hello Group (NasdaqGS:MOMO) just posted its Q3 2025 scorecard, with revenue of CNY 2.7 billion and EPS of CNY 2.10 setting the tone after a volatile first half that included a negative EPS print. The company has seen revenue hold in a tight band between about CNY 2.5 billion and CNY 2.7 billion over the last six quarters, while quarterly EPS has swung from CNY 2.58 and CNY 2.20 levels in 2024 to a mix of positive and negative readings in 2025. This puts the spotlight squarely on how durable...

If you have ever wondered whether Transocean at around $4.28 is a bargain or a value trap, you are exactly who this breakdown is for. The stock is up 8.4% year to date and 8.6% over the last 12 months, but that ride has been choppy, with a 3.4% dip in the last week and only a modest 1.2% gain over the past month, which tells you sentiment is still undecided. Recent moves have been driven less by company specific headlines and more by shifting expectations around offshore drilling demand,...

Lovesac (LOVE) just posted its Q3 2026 numbers, with revenue at about $150 million and basic EPS of -$0.72, alongside a trailing twelve month EPS of $0.49 that reflects modest overall earnings progress over the past year. The company has seen quarterly revenue move between roughly $138 million and $161 million over the last few periods, while quarterly EPS has swung from -$0.73 to $2.31 and back into the red, underscoring a business where profitability is still choppy even as the longer term...

In its fiscal second quarter ended October 31, 2025, Casey's General Stores reported sales of US$4,506.08 million and net income of US$206.34 million, alongside updated fiscal 2026 guidance calling for 3%–4% inside same‑store sales growth and 41%–42% inside margins. The company paired this earnings beat and outlook upgrade with shareholder returns and expansion plans, including a US$0.57 quarterly dividend, completion of a US$167.39 million buyback program, and a commitment to open at least...

In recent days, Roblox reported that daily active users and time spent on the platform nearly doubled over two years, with third-quarter bookings rising far faster than the broader gaming industry and management reiterating ambitions to reach 1 billion users supported by new content and advertising initiatives. At the same time, analysts issued fresh coverage that was generally positive on Roblox’s growth potential but split on risks around regulation, fake accounts, and profitability,...

Lindsay Corporation recently announced it had entered into a supply agreement to provide its Zimmatic irrigation systems and FieldNET remote management and scheduling technology across the Middle East and North Africa, an approximately US$80 million project with deliveries already under way and most revenue expected to be recognized in fiscal 2026. This sizable contract directly addresses regional food security initiatives and could help counterbalance Lindsay’s previously slow organic...

If you have been wondering whether Ball is quietly turning into a value opportunity or just a value trap, you are in the right place to unpack what the current share price is really telling us. Despite being down 9.6% year to date and 13.8% over the last year, the stock has shown some short term resilience, with a 0.7% gain over the past week and a 4.1% rise over the last month from its recent close around $49.21. Recent headlines have focused on Ball sharpening its portfolio and capital...

Block (SQ) is back in the spotlight after its third quarter earnings missed expectations on both revenue and adjusted EPS, sending investors back to reassess the story behind the growing fintech ecosystem. See our latest analysis for Block. Those Q3 misses and the new credit scoring push land against a tough backdrop, with a roughly 27% year to date share price return decline and a 1 year total shareholder return of about negative 32%. This suggests sentiment is still cautious despite...

Wondering if Medpace Holdings is still worth buying after its huge run, or if the smart move now is to wait for a better entry point? You are not alone, and that is exactly what we are going to unpack here. The stock has pulled back about 6.1% over the last month after a strong year to date jump of 69.1%, and a hefty 63.0% gain over the past year. Zooming out further, Medpace is up 175.1% over three years and 279.5% over five, which naturally raises the question of how much upside is...