U.S. Semiconductors Stock News

Why Glaukos Is Back on Investors’ Radar Glaukos (GKOS) has attracted fresh attention after issuing preliminary fourth quarter and full year 2025 revenue figures, reaffirming its 2026 sales outlook, and securing FDA approval for its Epioxa corneal health product. See our latest analysis for Glaukos. After a sharp 58.5% 90 day share price return and a 3.2% 30 day share price gain, Glaukos has pulled back 4.7% over the last day. Its 1 year total shareholder return of a 25.1% loss contrasts with...

In January 2026, AOP Health US, LLC announced that its critical care beta-blocker Rapiblyk (landiolol) became more widely available nationwide through Cardinal Health and other major distributors, giving hospitals broader access via their preferred purchasing channels. This expanded distribution underscores Cardinal Health’s role as a key conduit for specialty and critical care therapies within U.S. hospital and health system supply chains. We’ll now examine how this enhanced specialty drug...

Recent analyst coverage highlighted Perdoceo Education’s past-year revenue growth of 24.23% and earnings-per-share growth of 22.33%, alongside strong profitability, minimal debt, and ample liquidity. Commentary also pointed to the company’s valuation as relatively attractive compared with industry peers, suggesting investors may see a balance of growth potential and financial resilience. Next, we’ll examine how this combination of robust earnings momentum and an apparently attractive...

Applied Industrial Technologies recently posted first-quarter fiscal 2026 results that exceeded earnings and revenue expectations, supported by strength across core industrial distribution and engineered solutions operations. This outperformance, reinforced by favorable analyst earnings estimate revisions and commentary about improving industrial sector conditions, has reinforced investor attention on the company’s execution and market positioning. Against this backdrop, we’ll explore how...

Minerals Technologies (MTX) has been in focus after announcing a regular quarterly cash dividend of $0.12 per share, alongside recent expansion of its paper and packaging operations across key Asian markets. See our latest analysis for Minerals Technologies. The recent expansion of Minerals Technologies' Asian paper and packaging footprint appears to sit alongside firm share price momentum, with a 30-day share price return of 11.15% and a 90-day share price return of 21.47%. However, the...

Somnigroup International (SGI), formerly Tempur Sealy International, has attracted fresh attention after its rebrand in February 2025, prompting investors to reassess the bedding company’s recent share performance and underlying fundamentals. See our latest analysis for Somnigroup International. At a share price of $92.68, Somnigroup’s recent trading has cooled slightly, with a 2.1% one day and 1.4% seven day share price pullback. This comes even as its 90 day share price return of 12.4% and...

In January 2026, Mercury Systems announced more than US$60.00 million in contracts tied to U.S. strategic weapons and national security space programs, including a development extension on a major radiation-hardened data and signal processing effort through 2031 and new radiation-tolerant storage and processing subsystems using AMD Versal AI Core FPGAs. An interesting aspect of these awards is that Mercury’s radiation-tolerant wideband storage and processing subsystem has now secured a...

Boot Barn Holdings (BOOT) is back in focus after its latest quarterly update, which paired 18.7% revenue growth and high single digit same store sales gains with relatively cautious full year guidance, leaving investors weighing how durable that momentum might be. See our latest analysis for Boot Barn Holdings. The recent pullback, with a 7 day share price return of 4.52% and a 90 day share price return of 8.95%, comes after a strong multi year run that includes a 1 year total shareholder...

ICF International recently announced a US$64 million contract from the Pennsylvania Insurance Department to modernize and operate the state’s environmental claims management system for underground storage tanks over a potential 10-year term. This work highlights how ICF blends cloud migration, data analytics and automation with on-the-ground policy expertise to help governments improve complex indemnification programs. With the company’s shares posting a 7-day gain, we’ll explore how this...

Recent performance snapshot Utz Brands (UTZ) has been under pressure recently, with the stock showing a negative return over the past 3 months and over the past year, while year to date performance is slightly positive. See our latest analysis for Utz Brands. With the share price at $10.42, Utz Brands has seen momentum fade, with a 90 day share price return of around a 15% decline and a 1 year total shareholder return of about a 20% decline, pointing to weaker sentiment despite a slightly...

Royalty Pharma, which acquires rights to portions of biopharmaceutical sales instead of conducting its own research, recently raised its dividend to US$0.235 payable in March 2026 and issued higher guidance ahead of its fourth quarter and full-year 2025 results scheduled for February 11, 2026. This comes after two years of flat sales and a 4.4 percentage point drop in adjusted operating margin over five years, highlighting the tension between investor optimism and questions about how the...

In recent days, several Wall Street firms updated their views on Coty, maintaining mixed ratings while adjusting outlooks amid sector-wide beauty headwinds. At the same time, Coty’s management is leaning heavily on a packed innovation pipeline, spanning new fragrances and premium launches, to reinvigorate organic revenue growth. We’ll now examine how Coty’s innovation-led product pipeline shapes its broader investment narrative following the latest shift in analyst sentiment. These 9...

StandardAero (SARO) was recently added to several S&P indices, including the S&P 1000, S&P Composite 1500, S&P 400, and S&P 400 Industrials sector, drawing fresh attention to the stock. See our latest analysis for StandardAero. Those index additions have come alongside building momentum in the share price, with a 30 day share price return of 13.07% and a year to date share price return of 11.23%, contributing to a 1 year total shareholder return of 26.61% at a latest share price of $32.97. If...

New build-to-suit lease puts long-term project in focus COPT Defense Properties (CDP) has secured a build-to-suit lease with a Defense/IT tenant for a 236,000 square foot facility in Maryland, tied to a planned US$146 million capital commitment. Rent is scheduled to begin in the third quarter of 2028. This provides investors with a multiyear development timeline to follow as the company allocates new capital to its Defense/IT portfolio. See our latest analysis for COPT Defense Properties. At...

Yum China Holdings, Inc. recently announced that director Robert B. Aiken will not stand for re-election at the 2026 Annual Meeting, while the board also prepares to decide on whether to declare and pay a quarterly dividend around early February 2026. The potential move toward a regular quarterly dividend framework signals a clearer emphasis on shareholder returns and capital allocation discipline within Yum China’s governance agenda. We’ll now examine how the board’s consideration of a...

City Holding (CHCO) is back in focus after its latest quarterly and full year 2025 results, where reported revenue and earnings came in below analyst forecasts despite year on year growth in net income and net interest income. See our latest analysis for City Holding. The stock has softened in the short term, with a 1 day share price return of a 3.93% decline and a 30 day share price return of a 1.83% decline. However, a 1 year total shareholder return of 7.87% and a 5 year total shareholder...

Independent Bank Corp. has reported its fourth-quarter and full-year 2025 results, with Q4 net interest income rising to US$212.49 million and net income to US$75.34 million, while full-year net interest income reached US$708.83 million and net income US$205.12 million. The quarter also reflected the completed integration of Enterprise Bancorp, ongoing share repurchases totaling 912,528 shares since July 2025, and higher net charge-offs of US$5.35 million, underscoring both growth and...

Earlier in January 2026, Once Upon a Farm and Carter’s, Inc. launched a limited-edition Carter’s x Once Upon a Farm capsule collection of PurelySoft baby and toddler apparel and sleepwear, featuring three farm-inspired prints and sold exclusively online and in Carter’s stores nationwide. Alongside this collaboration and a new Chief Brand Officer, Carter’s is signaling a refreshed emphasis on design-led partnerships and purpose-driven branding, which is drawing fresh attention from equity...

Valuation snapshot and recent performance Without a specific news headline driving attention today, interest in Suburban Propane Partners (SPH) is currently shaped by its recent returns, income profile, and how its unit price compares with certain valuation estimates. Over the past month, SPH has recorded a 3.3% return, with a 6.6% total return over the past year and 50.6% over the past 3 years. Its reported 5 year total return stands at 84.9%, while year to date performance is 4.0%. The...

In recent commentary, Wall Street turned bearish on Kennametal after two years of roughly 2.3% annual sales declines and softer earnings. The combination of shrinking revenue and earnings per share suggests Kennametal may need to rethink its approach or consider acquisitions to reignite growth. Next, we’ll examine how this pressure from sales and earnings declines could reshape Kennametal’s investment narrative for investors. Uncover the next big thing with financially sound penny stocks...

Event driven snapshot of John Wiley & Sons John Wiley & Sons (WLY) has drawn fresh investor attention after recent share performance data highlighted mixed short term moves, with a small gain over the past week and negative returns over the past 3 months and year. See our latest analysis for John Wiley & Sons. At a share price of $31.09, John Wiley & Sons has seen short term share price pressure, with a 90 day share price return of 15.79% decline and a 1 year total shareholder return of 23%...

In January 2026, Asia Broadband Inc. filed a federal civil lawsuit in the U.S. District Court for the Central District of California against Virtu Financial, GTS Securities, and G1 Execution Services, alleging securities fraud and coordinated market manipulation of Asia Broadband’s AABB stock and seeking US$250,000,000 in compensatory and punitive damages. The complaint, supported by 168 pages of exhibits, claims years of spoofing, wash trading, naked short selling, and other deceptive...

Synaptics (SYNA) is back in focus after reporting robust fiscal Q1 2026 results, highlighted by 74% year-over-year growth in its Core IoT portfolio and the launch of its Astra edge AI processors. See our latest analysis for Synaptics. The latest Astra launch and Core IoT growth sit against a mixed share price story, with a recent 30-day share price return of 16.53% and a 1-year total shareholder return of 2.69%. However, the 3-year total shareholder return decline of 31.77% shows longer term...

In its latest quarter, Worthington Enterprises reported US$327 million in revenue, surpassing market expectations but missing margin targets due to one-time items following its prior steel business separation. The results marked the company’s eighth consecutive quarter of clean reporting post-separation, a period during which analysts have maintained generally positive views on its prospects. Next, we’ll examine how stronger-than-expected revenue but softer, one-time-affected margins shapes...