U.S. Semiconductors Stock News

Cantor Fitzgerald recently upgraded Onto Innovation Inc. from Neutral to Overweight, citing increased confidence in the company’s near-term semiconductor equipment demand outlook. This shift in analyst stance highlights how changing expectations for AI-driven chip packaging and process control tools can quickly influence investor attention toward Onto Innovation. We’ll now examine how Cantor Fitzgerald’s upgrade, signaling greater confidence in equipment demand, may reshape Onto Innovation’s...

Realty Income (NYSE:O) has taken a preferred equity stake in gaming properties as part of its expanding investment focus. The company has also entered a major logistics partnership, adding new exposure beyond traditional retail real estate. These recent moves point to a broader approach to property types and geographies within its portfolio. For investors tracking Realty Income at a share price of $65.66, these new deals arrive alongside a period of solid stock performance, with the shares...

VEON (VEON) has put fresh attention on its stock after partnering with Nutshell Group to launch The Global Connect, a new platform aimed at cross border investment and digital transformation in emerging economies. See our latest analysis for VEON. Recent news around The Global Connect comes after a period of softer momentum, with VEON’s 7 day and 30 day share price returns of 3.03% and 3.76% declines, while its 1 year total shareholder return of 15.02% and very large 3 year total shareholder...

In early February 2026, Thermon Group Holdings reported third-quarter and nine-month results showing higher sales and slightly improved earnings per share year on year, while highlighting US$141 million in total cash and available liquidity to support growth initiatives. An interesting wrinkle is that Thermon completed a US$36.19 million share repurchase program by March 2024 yet bought back no shares in the most recent quarter, suggesting current capital is being preserved for potential...

In early February 2026, Archer-Daniels-Midland’s board approved a cash dividend increase to US$0.52 per share, marking its 377th consecutive quarterly payment and extending a 53-year streak of dividend growth and more than 94 years of uninterrupted dividends, alongside reporting quarter and full-year 2025 results that showed lower sales and earnings year over year. The combination of a higher dividend, extensive cost savings from portfolio simplification, and management’s focus on working...

Benchmark Electronics, Inc. recently reported its fourth-quarter 2025 results, with sales of US$704.33 million and diluted earnings per share from continuing operations of US$0.17, and issued first-quarter 2026 guidance calling for revenue between US$655 million and US$695 million and diluted GAAP EPS of US$0.31 to US$0.37. The combination of higher quarterly sales alongside a sharp year-on-year drop in net income to US$5.97 million gives investors a mixed picture of operational progress and...

Green Brick Partners (GRBK) is back on investors’ radar after fresh coverage linked the homebuilder to a high-conviction position in David Einhorn’s portfolio and highlighted new awards for its master-planned communities in North Texas. See our latest analysis for Green Brick Partners. The latest recognition for its communities comes alongside strong price momentum, with a 30.03% 3 month share price return and a 34.09% 1 year total shareholder return suggesting sentiment has strengthened over...

Tango Therapeutics, Inc. recently presented at the Guggenheim Securities Emerging Outlook: Biotech Summit 2026 in New York, where President and CEO Malte Peters outlined plans to advance vopimetostat into a pivotal 300-patient randomized trial in second-line pancreatic cancer following supportive FDA interactions. The company also highlighted preclinical synergy between vopimetostat and Revolution Medicines’ RAS inhibitors, alongside early progress for CNS agent TNG456, signaling a broader...

Comfort Systems USA (FIX) is drawing attention after strong operational metrics tied to AI infrastructure work, including backlog growth of around 34% over two years and earnings per share rising faster than revenue. See our latest analysis for Comfort Systems USA. The recent enthusiasm around AI related data center work lines up with strong price momentum, with a 30 day share price return of 19.46% and a 90 day share price return of 43.79%. Over the longer term, the 1 year total shareholder...

Earlier this month, Revolve Group, Inc. amended its long-standing credit agreement to extend its revolving credit facility’s maturity to February 2, 2031, adjust inventory-related borrowing capacity, and relax certain reporting and covenant requirements, while still having no outstanding borrowings under the line as of the amendment date. At the same time, Revolve has been building out its physical footprint with a new flagship at The Grove in Los Angeles and drawing increased attention from...

RXO (RXO) has been hit by a sharp selloff after weaker fourth quarter results, a Ba1 credit rating downgrade, and the pricing of a US$400 million senior notes refinancing that raised fresh questions about credit risk. See our latest analysis for RXO. The stock’s recent swings reflect that tension clearly, with a 1 day share price return of 4% after a 7 day share price decline of 17.57%, a 90 day share price return of 23.27%, and a 1 year total shareholder return decline of 38.84%, suggesting...

Otter Tail (OTTR) shares are in focus after the company released fourth quarter and full year 2025 results, reporting slightly lower earnings alongside higher sales, and issued new 2026 diluted EPS guidance. See our latest analysis for Otter Tail. The earnings release and new 2026 guidance have come as Otter Tail’s share price has been firming, with a recent 90 day share price return of 7.87% and a five year total shareholder return of 140.97%. This suggests momentum has built over time from...

Westinghouse Air Brake Technologies (WAB) is back in focus after securing multihundred-million-dollar locomotive deals with Union Pacific and CSX, updating its 2026 sales guidance and expanding its remaining share repurchase authorization. See our latest analysis for Westinghouse Air Brake Technologies. The recent Union Pacific and CSX locomotive agreements, updated 2026 sales guidance in the US$12.19b to US$12.49b range, stepped-up buybacks and a dividend increase come as the share price has...

Callaway Golf (CALY) is under pressure after fourth quarter revenue missed analyst expectations, and management issued 2026 guidance that points to lower sales and profitability than the market was looking for. See our latest analysis for Callaway Golf. The disappointing quarter and softer 2026 guidance have reversed much of Callaway Golf's recent momentum, with a 1 day share price return of a 15.05% decline to US$12.59 and a 7 day share price return of a 14.06% decline, even though the 90...

MannKind (MNKD) is back in focus after enrolling the first pediatric patient in its INHALE-1ST Afrezza study and advancing an FDA review that could make Afrezza the first needle-free insulin option for children. See our latest analysis for MannKind. The latest Afrezza pediatric milestones come as MannKind’s 30 day share price return of 8.64% and 90 day share price return of 13.20% point to building momentum, while its 1 year total shareholder return of 4.43% and 5 year total shareholder...

AerCap Holdings (NYSE:AER) has drawn fresh attention after reporting full year 2025 results, raising its quarterly dividend to $0.40 per share and completing sizeable share repurchases alongside new fleet moves with Frontier Group Holdings. See our latest analysis for AerCap Holdings. The recent earnings release, higher dividend and active buyback program appear to align with solid momentum in the shares, with a 90 day share price return of 13.57% and a 1 year total shareholder return of...

Romania has approved the final investment decision for Europe's first NuScale (NYSE:SMR) small modular reactor power plant. The project will start with one of six planned SMR units, which is intended to serve as a reference for future expansion. NuScale also announced a collaboration with Oak Ridge National Laboratory to apply artificial intelligence to nuclear fuel management across multiple reactors. NuScale Power, listed as NYSE:SMR, focuses on small modular reactors designed to provide...

If you are wondering whether GoDaddy's current share price reflects its true worth, this article will walk you through what the market is pricing in and how that compares with a range of valuation checks. The stock closed at US$89.12, with a 7.3% decline over the last 7 days, a 14.7% decline over the last 30 days, a 24.8% decline year to date, and a 50.8% decline over the past year, while still showing 16.9% and 9.1% returns over the last 3 and 5 years respectively. Recent coverage has...

In February 2026, Regeneron Pharmaceuticals announced that 36 abstracts from its immunology and inflammation portfolio were presented at the AAAAI Annual Meeting, including first Phase 3 data on antibody cocktails targeting cat and birch allergens to ease ocular allergy symptoms. The breadth of data, ranging from novel allergen-specific antibodies to new Dupixent analyses in dermatological, respiratory, and gastrointestinal diseases, underlines how Regeneron is trying to broaden its allergy...

Ultragenyx Pharmaceutical (NasdaqGS:RARE) is facing multiple shareholder class action lawsuits tied to allegations of misleading disclosures about Phase III clinical trial data. The lawsuits follow the company’s announcement of failed Phase III trials alongside a broad restructuring plan that includes layoffs. At the same time, Ultragenyx reported positive long term data for its investigational gene therapy UX111 and advanced regulatory submissions. Ultragenyx focuses on therapies for rare...

DTE Energy (DTE) heads into its February 17 quarterly earnings call with attention on two fronts: fresh operating earnings guidance and how management is executing on a 1.4 GW data center power agreement. See our latest analysis for DTE Energy. The recent 2.9% 1 day share price return, building on an 11.2% year to date share price return and a 15.7% 1 year total shareholder return, suggests interest is firming as investors weigh earnings guidance, data center demand, and DTE Energy’s grid and...

Royal Gold (RGLD) is back on investors’ radar after a period of accelerating revenue and earnings growth, coupled with what is described as best in class profitability and a confirmed stock uptrend. See our latest analysis for Royal Gold. Royal Gold’s share price has climbed to US$286.10 after a 51.8% 90 day share price return and a 93.7% 1 year total shareholder return, pointing to strong momentum as investors reassess growth prospects and perceived risk. If this kind of run in a precious...

Viking Therapeutics has completed enrollment in its Phase 3 VANQUISH-1 trial of injectable VK2735 for obesity. The company plans to advance its oral VK2735 obesity candidate into Phase 3 trials. Viking also intends to file an IND for a new amylin agonist program targeting obesity. Viking Therapeutics, ticker NasdaqCM:VKTX, is pushing deeper into obesity treatment with multiple assets now moving through late stage development. The stock trades at $29.0, with a return of 162.9% over three...

Ameriprise Financial (AMP) has moved onto investor watchlists after announcing that Joseph E. Sweeney, President of Advice & Wealth Management Products & Service Delivery, plans to retire on April 3, 2026, from this key leadership role. See our latest analysis for Ameriprise Financial. Ameriprise’s latest leadership news comes after a mixed stretch for the stock, with a 1-day share price return of 1.36% to US$473.67, a 30-day share price return reflecting a 7% decline, and a 1-year total...