U.S. Semiconductors Stock News

NasdaqGS:CENT
NasdaqGS:CENTHousehold Products

Central Garden & Pet (CENT) Margin Improvement Reinforces Bullish Profitability Narratives

Central Garden & Pet Q1 2026 Earnings Snapshot Central Garden & Pet (CENT) opened its 2026 financial year with Q1 revenue of US$617.4 million and basic EPS of US$0.11, against a backdrop of trailing 12 month EPS of US$2.50 on revenue of about US$3.1 billion. Over the past five reported quarters, revenue has moved from US$656.4 million in Q1 2025 to a high of US$960.9 million in Q3 2025 before landing at US$617.4 million this quarter. Quarterly EPS has ranged from a loss of US$0.52 in Q4 2024...
NYSE:CAH
NYSE:CAHHealthcare

Cardinal Health Guidance Hike Sparks Questions On Valuation And Growth Drivers

Cardinal Health reported a strong fiscal second quarter, with segment profit growth across all major businesses. The company raised its full year guidance for the second time within a month, reflecting confidence in current performance drivers. Recent acquisitions, including Solaris Health, and share repurchases were highlighted as key contributors to results. For investors watching NYSE:CAH, the recent operational update comes on top of a share price around $227.18 and a 1 year return of...
NYSE:RDW
NYSE:RDWAerospace & Defense

Why Redwire (RDW) Is Down 31.3% After SHIELD IDIQ Win And Sponsor Share Sale

In late January 2026, Redwire Corporation announced it had been awarded a place on the Missile Defense Agency’s SHIELD IDIQ contract, which has a ceiling of US$151.00 billions but does not guarantee any revenue and is shared among multiple vendors. At the same time, major shareholder AE Industrial Partners sold a large block of Redwire shares, highlighting shifting ownership alongside expanding defense contract opportunities. We’ll now examine how Redwire’s inclusion in the SHIELD IDIQ...
NasdaqGS:PICS
NasdaqGS:PICSDiversified Financial

Assessing PicS (PICS) Valuation As Rich P/E And DCF Point To Possible Overpricing

Why PicS (PICS) is on investors’ radar today PicS (PICS) has drawn attention after recent trading, with the stock closing at $15.02 and showing negative moves over the past week and year to date. This has prompted closer scrutiny of its fundamentals. The Brazil focused digital financial services company reports revenue of $9,050.091 and net income of $337.099 in its latest figures, giving investors concrete numbers to weigh against the recent share price pressure. See our latest analysis for...
NasdaqGS:LKFN
NasdaqGS:LKFNBanks

A Look At Lakeland Financial (LKFN) Valuation After Robust Full Year Earnings And Buyback Completion

Lakeland Financial (LKFN) has drawn fresh attention after reporting full year 2025 earnings, with net interest income of US$221.02 million and net income of US$103.36 million, alongside recently completed share repurchases. See our latest analysis for Lakeland Financial. The recent full year earnings and completion of the buyback program have arrived alongside a steady shift in sentiment, with a 30 day share price return of 8.2% and a year to date share price return of 10.34%. However, the 1...
NYSE:JPM
NYSE:JPMBanks

JPMorgan Chase (JPM) Valuation Check As Short Term Momentum Cools Against Multi Year Gains

Recent performance snapshot JPMorgan Chase (JPM) is back in focus after recent trading, with the stock closing at $310.16. Short term returns are mixed, with a 1 day decline and a small gain over the past week. Over the past month the share price shows a decline, while performance over the past 3 months is slightly negative. Longer horizons tell a different story, with positive total returns over the past year, 3 years and 5 years. See our latest analysis for JPMorgan Chase. At around $310...
NYSE:FLS
NYSE:FLSMachinery

Flowserve Expands Nuclear Power Reach With Trillium Valves Acquisition

Flowserve (NYSE:FLS) announced an agreement to acquire Trillium Flow Technologies’ Valves Division. The deal expands Flowserve’s reach in nuclear and traditional power markets. The acquisition is expected to be accretive to earnings within the year. Flowserve (NYSE:FLS) is a global provider of flow control products and services, with a core focus on pumps, valves and related support for critical infrastructure. By adding Trillium’s Valves Division, the company is set to broaden its product...
NYSE:RNST
NYSE:RNSTBanks

Renasant (RNST) Valuation Check After Recent Share Momentum And Merger Growth Story

Renasant (RNST) has been drawing fresh attention after a strong recent share move, with the stock up around 14% over the past month and roughly 19% over the past 3 months. See our latest analysis for Renasant. The recent 1-week share price return of 8.4% and 30-day gain of 14.1% sit on top of a 16.6% year to date share price return and a 1-year total shareholder return of 7.3%. This suggests momentum has picked up recently from a more modest longer term profile. If Renasant’s move has you...
NYSE:KMT
NYSE:KMTMachinery

Kennametal Guidance Raised As Pricing Power And Project Wins Support Outlook

Kennametal (NYSE:KMT) reported quarterly results with revenue above internal expectations. The company raised its full-year revenue and adjusted EPS guidance following the quarter. Management cited pricing actions and new project wins in aerospace, energy, and mining as key supports. Restructuring efforts and cost improvements were noted as contributors to the updated outlook. Kennametal, a supplier of tooling and wear resistant solutions for industrial customers, is seeing traction across...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

Regeneron Data On EYLEA HD Dosing Shapes Retinal Disease Outlook

Regeneron Pharmaceuticals (NasdaqGS:REGN) is presenting final long term Phase 3 data from its QUASAR and ELARA trials for EYLEA HD at a major ophthalmology conference. The data cover serious retinal conditions, including macular edema following retinal vein occlusion and wet age related macular degeneration. New evidence supports expanded dosing options, including less frequent dosing for some patients and monthly dosing for others. The presentations focus on both efficacy and safety...
NYSE:LNN
NYSE:LNNMachinery

Is Lindsay (LNN) Rethinking Its Growth Strategy as Sales Flatten and Returns on Capital Ease?

Lindsay (NYSE:LNN), a long-established provider of center pivot and lateral move irrigation systems and road infrastructure products, is confronting a softer demand backdrop with analyst estimates pointing to flat sales over the next 12 months and pressures on returns on capital. The combination of stagnant revenue expectations and waning returns on capital suggests that Lindsay may need to rethink its growth playbook, including whether organic initiatives alone are sufficient or if mergers...
NYSE:CMS
NYSE:CMSIntegrated Utilities

CMS Energy Plans Long Term Renewables As Dividend Track Record Grows

CMS Energy (NYSE:CMS) received approval for a new twenty year renewable energy plan. The company secured a large load tariff to support a major customer investment program. CMS Energy also announced its twentieth consecutive annual dividend increase. CMS Energy, a regulated utility focused on electricity and natural gas service, is leaning further into long term renewable power planning at the same time that it puts a structured tariff around large customer demand. For you as an investor,...
NYSE:KR
NYSE:KRConsumer Retailing

Is Kroger's (KR) Big Game Snack Push Revealing a Deeper Private-Label Strategy Shift?

In late January and early February 2026, Kroger rolled out an exclusive Big Game lineup featuring a first-of-its-kind Flamin' Hot boneless chicken wing collaboration and limited-time Champion Chip Collection flavors, backed by extensive promotions and digital deals, while also expanding its Simple Truth Protein range with 24 new high-protein products. This combination of occasion-based exclusives and health-focused private-label innovation highlights how Kroger is using differentiated...
NasdaqGS:BRKR
NasdaqGS:BRKRLife Sciences

Assessing Bruker (BRKR) Valuation After Recent Share Price Weakness And Loss-Making Results

Bruker stock performance snapshot and recent context Bruker (BRKR) has recently drawn investor attention after a month return of about a 22% decline, extending a softer pattern over the past year, even as the company reports annual revenue of US$3.4b and a net loss of US$23.7m. See our latest analysis for Bruker. At a latest share price of US$41.04, Bruker’s recent 30 day share price return of a 22.08% decline and 1 year total shareholder return of a 26.38% loss point to fading momentum,...
NasdaqGS:WYNN
NasdaqGS:WYNNHospitality

Wynn Resorts Tops FORTUNE Ranking As Investors Weigh Brand Versus Debt Risks

Wynn Resorts, ticker NasdaqGS:WYNN, has been ranked on FORTUNE’s World’s Most Admired Companies list. The company leads the Hotels, Casinos & Resorts category in the latest rankings. Wynn earned top positions for Quality of Products/Services and People Management among casino resort peers. For investors watching NasdaqGS:WYNN, this recognition comes with the stock trading around $113.2 and a 1 year return of 41.7%. Over the past 30 days, the shares show a 6.1% decline, while the 7 day...
NasdaqGS:POWL
NasdaqGS:POWLElectrical

Powell Industries (POWL) Is Up 17.9% After Record AI-Driven Backlog And Dividend Hike - Has The Bull Case Changed?

Powell Industries, Inc. reported past first-quarter fiscal 2026 results with revenue of US$251.18 million, net income of US$41.39 million, and diluted earnings per share of US$3.40, while its Board approved lifting the quarterly dividend to US$0.27 per share. Beyond the earnings beat and margin expansion, a 63% surge in new orders to US$439 million and a record US$1.60 billion backlog underline how AI data center and LNG megaprojects are reshaping Powell’s workload mix. Next, we’ll examine...
NYSE:PBH
NYSE:PBHPharmaceuticals

Prestige Deal For Stampede Culinary Partners Reshapes Earnings And Valuation Potential

Prestige Consumer Healthcare (NYSE:PBH) has agreed to acquire Stampede Culinary Partners for $662.5 million. The company expects the deal to contribute meaningfully to EBITDA and future earnings once integrated. The transaction adds a new business line that management sees as an additional driver of operational earnings. For investors tracking NYSE:PBH, the acquisition comes as the stock trades around $65.55, with a 7.1% return year to date and 46.7% over five years. The shares are still...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

Is CrowdStrike (CRWD) Using Saudi Arabia’s Vision 2030 To Redefine Its Global Cybersecurity Role?

CrowdStrike recently signed a memorandum of understanding with Aramco in Saudi Arabia to explore building national-scale cybersecurity, in-country cloud capabilities, and a unified AI-powered protection model aligned with the Kingdom’s Vision 2030. The agreement highlights how cybersecurity and AI are becoming intertwined at the level of national infrastructure, positioning CrowdStrike at the center of Saudi Arabia’s digital transformation ambitions. With this national-scale AI cybersecurity...
NasdaqGS:TRVG
NasdaqGS:TRVGInteractive Media and Services

The Bull Case For trivago (TRVG) Could Change Following Its 2025 Profit Return And 2026 Growth Outlook

In early February 2026, trivago N.V. reported fourth-quarter 2025 revenue of €119.96 million and full-year 2025 revenue of €548.91 million, with net income swinging from a prior-year loss to €11.22 million and earnings per share improving to €0.15. The company also issued guidance for 2026 calling for double-digit year-over-year revenue growth and better profitability, signaling management’s confidence in the durability of its recent turnaround. Next, we will examine how trivago’s move back...
NYSE:WMS
NYSE:WMSBuilding

Advanced Drainage Systems Expands Water Portfolio And Upsizes Shareholder Returns

Advanced Drainage Systems (NYSE:WMS) completed its acquisition of National Diversified Sales (NDS), expanding its presence in water management solutions. The company approved a $1 billion increase to its stock repurchase authorization. Advanced Drainage Systems also announced a 13% dividend increase alongside the expanded buyback program. Advanced Drainage Systems, trading at $170.03, has seen its share price rise 11.0% over the past week and 13.7% over the past month. Over longer periods,...
NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Costco Lawsuit Tests Member Trust And Kirkland Labeling Commitments

A nationwide class action lawsuit has been filed accusing Costco of misleading "No Preservatives" labeling on its Kirkland Signature Rotisserie Chicken. The suit claims Costco used additives that function as preservatives, despite the product’s packaging stating otherwise. The case targets one of Costco’s best known items and raises questions about consumer protection and product transparency. For shareholders watching NasdaqGS:COST, this lawsuit touches a key piece of Costco’s value...
NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

AST SpaceMobile Defense Wins And BlueBird 7 Launch Test Market Expectations

AST SpaceMobile (NasdaqGS:ASTS) has secured new U.S. defense contracts, including awards tied to the Missile Defense Agency’s SHIELD program. The company also announced a $43 million award from the Space Development Agency. AST SpaceMobile plans the imminent launch of its BlueBird 7 satellite, aimed at enabling direct-to-smartphone cellular connectivity from space. AST SpaceMobile sits at an unusual intersection of telecom and space, and the market has reacted strongly over time. The stock...
NasdaqGM:PDYN
NasdaqGM:PDYNMachinery

Assessing Palladyne AI (PDYN) Valuation After New Defense Contracts And IntelliSwarm Flight Test

Palladyne AI (PDYN) is back on investors’ radars after two defense focused updates: a successful flight test of its IntelliSwarm autonomy stack and a new contract for a mission critical missile propulsion subsystem. See our latest analysis for Palladyne AI. Those defense wins and the IntelliSwarm flight test come after a sharp 9.24% one day and 13.00% seven day share price pullback to US$6.09. Even so, the year to date share price return sits at 29.03% and the three year total shareholder...