U.S. Semiconductors Stock News

NYSE:AFG
NYSE:AFGInsurance

A Look At American Financial Group’s Valuation As Long Term Returns Contrast With Recent Share Price Pressure

AFG stock moves and recent performance snapshot American Financial Group (AFG) has drawn fresh investor attention after recent trading, with the stock closing at $128.95 and showing mixed short term and longer term total returns across different holding periods. See our latest analysis for American Financial Group. While the recent 1 month share price return of 2.19% decline and 3 month share price return of 9.47% decline suggest fading short term momentum, the 1 year total shareholder return...
NasdaqGS:ARLP
NasdaqGS:ARLPOil and Gas

A Look At Alliance Resource Partners (ARLP) Valuation After Trump’s Coal Support Executive Order

Alliance Resource Partners (ARLP) moved into focus after President Donald Trump signed an executive order directing the Department of War to prioritize electricity purchases from coal fired plants and to commit US$175 million to upgrade six coal facilities. See our latest analysis for Alliance Resource Partners. The policy boost comes on top of steady market gains, with a 7 day share price return of 5.95% and a year to date share price return of 10.86%, while the 5 year total shareholder...
NasdaqGS:RARE
NasdaqGS:RAREBiotechs

Ultragenyx Pharmaceutical (RARE) TTM US$575 Million Loss Tests Bullish Profitability Narratives

Ultragenyx Pharmaceutical (RARE) just closed out FY 2025 with fourth quarter revenue of US$207 million and a basic EPS loss of US$1.29, while trailing twelve month revenue came in at US$673 million against a TTM basic EPS loss of US$5.83. The company has seen quarterly revenue move from US$164.9 million in Q4 2024 to US$207 million in Q4 2025, alongside quarterly basic EPS losses ranging between US$1.17 and US$1.81 over the year. For investors, the latest numbers keep the focus squarely on...
NasdaqGS:AMSC
NasdaqGS:AMSCElectrical

Is It Too Late To Consider American Superconductor (AMSC) After Its Recent Price Surge?

If you are wondering whether American Superconductor’s share price still makes sense at current levels, this article walks through what the numbers say about value rather than hype. The stock recently closed at US$34.26, with returns of 21.6% over 7 days, 9.6% over 30 days, 8.5% year to date, 9.9% over 1 year and a very large gain over 3 years, with a 5 year return of 31.9%. These moves have put American Superconductor back on many investors’ watchlists, as they reassess whether the current...
NYSE:OGN
NYSE:OGNPharmaceuticals

Organon (OGN) Is Down 10.0% After Earnings Miss And Cautious 2026 Outlook - Has The Bull Case Changed?

In February 2026, Organon & Co. reported fourth-quarter 2025 sales of US$1,507 million, moving from net income of US$109 million a year earlier to a net loss of US$205 million, while also affirming a quarterly dividend of US$0.02 per share and issuing cautious 2026 revenue guidance of about US$6.2 billion. Alongside the weaker earnings and flat outlook, Organon secured FDA approval to extend Nexplanon’s use from three to five years and completed the Jada divestiture, steps that could reshape...
NasdaqGM:SOUN
NasdaqGM:SOUNSoftware

SoundHound AI CES Voice Commerce Push Refocuses Risk And Reward Profile

SoundHound AI highlighted new Agentic Voice Commerce platforms at CES 2026, showcasing expanded applications for its conversational AI. The company also announced fresh partnerships aimed at bringing its voice solutions into more consumer and enterprise settings. These product launches and collaborations arrive during a period of sharp share price swings for NasdaqGM:SOUN. NasdaqGM:SOUN closed at $7.46, with returns of 85.6% over three years but declines of 12.9% over the past week, 33.9%...
NYSE:KIM
NYSE:KIMRetail REITs

Kimco Realty Dividend Hike Meets Record Occupancy And Leasing Strength

Kimco Realty (NYSE:KIM) has approved a 4% increase to its quarterly common dividend for 2025. The company reported record overall portfolio occupancy for 2025. Kimco also recorded its highest quarterly new leasing volume in more than 10 years. Kimco Realty, a major owner of open air shopping centers, sits at the intersection of retail property and consumer spending trends. For investors following real estate income names, a 4% dividend increase from NYSE:KIM and record portfolio occupancy...
NYSE:QTWO
NYSE:QTWOSoftware

A Look At Q2 Holdings (QTWO) Valuation After Raised 2026 Guidance And Profitability Gains

Q2 Holdings (QTWO) just paired strong fourth quarter and full year 2025 results with fresh 2026 guidance, combining double digit revenue growth, higher profitability, and an updated outlook on subscription and AI driven digital banking services. See our latest analysis for Q2 Holdings. Despite the upbeat earnings and guidance, Q2 Holdings' recent share price performance has been weak. The 30 day share price return is 22.61% and the 90 day share price return is 26.53%, while the 1 year total...
NasdaqGS:QS
NasdaqGS:QSAuto Components

QuantumScape Edges Toward Commercial Scale With Eagle Line And Licensing Shift

QuantumScape launched its Eagle Line pilot production line, targeting scalable solid state battery output. The company integrated its Cobra manufacturing process into Eagle Line to support higher volume production. QuantumScape expanded agreements with major automotive OEMs and recorded its first customer billings. PowerCo shifted to a licensing only model with QuantumScape, changing the risk and capital mix of that relationship. The company moved into non automotive markets such as data...
NYSE:CBL
NYSE:CBLRetail REITs

CBL And Associates Properties (CBL) FFO Stability Supports Bullish Narratives On Earnings Quality

CBL & Associates Properties (CBL) has just posted its FY 2025 third quarter numbers, with total revenue of US$139.3 million, basic EPS of US$2.44, and net income of US$74.3 million setting the tone for the latest update. The company has seen revenue move from US$125.1 million in Q3 FY 2024 to US$139.3 million in Q3 FY 2025, while trailing twelve month basic EPS stands at US$4.06, alongside a net profit margin of 22.3% versus 6.1% a year earlier, helped by a US$131.2 million one off gain...
NasdaqGS:SANM
NasdaqGS:SANMElectronic

Is It Too Late To Consider Sanmina (SANM) After A 62.6% One-Year Rally?

If you are wondering whether Sanmina shares are still worth considering after a strong run, this article will walk through what the current price could mean for underlying value. The stock trades at US$145.81 after a 2.7% decline over the last 7 days and a 12.7% decline over the last 30 days, while the 1 year return sits at 62.6% and the 3 year return at 129.5%. Recent attention on Sanmina has been driven by ongoing interest in electronics manufacturing services and how companies in this...
NasdaqGM:CRSP
NasdaqGM:CRSPBiotechs

CRISPR Therapeutics Advances CASGEVY Access While Shares Trade Below Targets

CRISPR Therapeutics expanded global access to CASGEVY, with additional regulatory approvals and reimbursement decisions supporting wider patient use. The company reported significant progress across its clinical and preclinical pipeline, including programs in autoimmune diseases and oncology. These developments highlight operational momentum across multiple therapeutic areas for CRISPR Therapeutics, ticker NasdaqGM:CRSP. For investors tracking CRISPR Therapeutics at a share price of $53.07,...
NasdaqCM:RCEL
NasdaqCM:RCELBiotechs

Avita Medical (RCEL) TTM US$48.6m Loss Tests Bullish Profitability Narratives

AVITA Medical (RCEL) has just wrapped up FY 2025 with Q4 revenue of US$17.6 million, a basic EPS loss of US$0.38, and net income loss excluding extra items of US$11.6 million, giving investors a clear read on how the year finished. Over recent quarters, the company has seen revenue range from US$17.1 million to US$18.5 million, while quarterly basic EPS losses have moved between US$0.38 and US$0.53 as management pushes ahead with commercial execution and product launches. For investors, the...
NYSE:AIZ
NYSE:AIZInsurance

Assurant Enters Real Estate With Home Warranty As Shares Screen Undervalued

Assurant, Inc. (NYSE:AIZ) launched Assurant Home Warranty through a partnership with Compass International Holdings. The move introduces Assurant into the real estate services space, offering home warranty products to agents and consumers. The rollout is tied to major real estate brands with a nationwide reach across the U.S. market. For investors watching NYSE:AIZ, this partnership links a long standing specialty insurance and protection company directly to the real estate transaction...
NasdaqGS:EXC
NasdaqGS:EXCElectric Utilities

A Look At Exelon (EXC) Valuation After Earnings Beat Dividend Hike And US$41.3b Grid Investment Plan

Exelon (EXC) just coupled a quarterly earnings beat with a higher dividend and a planned US$41.3b grid investment program, a combination that puts both its income profile and long term capital needs in focus. See our latest analysis for Exelon. The earnings beat, dividend increase and multi year US$41.3b grid plan have coincided with a pick up in momentum, with Exelon’s 30 day share price return of 11.19% and 1 year total shareholder return of 17.25% pointing to improving sentiment after a...
NYSE:VST
NYSE:VSTRenewable Energy

Vistra Meta Nuclear Deal Highlights Long Term Zero Carbon Power Potential

Vistra (NYSE:VST) signed 20-year power purchase agreements with Meta for nuclear-generated electricity. The deal is described as the largest U.S. nuclear power agreement backed by a corporate customer. The agreements are expected to support continued nuclear plant operations and related job creation. For Vistra, a major U.S. power producer, the Meta contracts put nuclear energy directly into the corporate clean power conversation alongside wind, solar and storage. For Meta, locking in...
NYSE:RSG
NYSE:RSGCommercial Services

A Look At Republic Services (RSG) Valuation After Ian Craig Joins The Board

Republic Services (RSG) shares are in focus after the company added Ian Craig, chief executive of Coca-Cola FEMSA, to its board, expanding the group to 13 directors, including 12 independent members. See our latest analysis for Republic Services. The appointment of Ian Craig comes as Republic Services trades at US$223.17, with a 30-day share price return of 5.78% and year-to-date share price return of 6.17%. The 1-year total shareholder return shows a 2.53% decline, while a 162.97% total...
NYSE:ELAN
NYSE:ELANPharmaceuticals

Elanco Board Changes Raise Questions On Governance And Valuation

Elanco Animal Health (NYSE:ELAN) announced that founding Chairman R. David Hoover will retire from the board and will not stand for re election. Dr. Deborah Kochevar, chair of the Innovation, Science and Technology committee, will also conclude her board service and not stand for re election. The leadership transition marks a change in board oversight following Hoover's role in guiding the company through its IPO and early years as a public company. Elanco Animal Health focuses on medicines...
NYSE:APD
NYSE:APDChemicals

How Investors May Respond To Air Products (APD) Funding Dividends Amid Heavy Hydrogen Spending

Air Products and Chemicals paid its latest quarterly dividend of US$1.79 per share on February 9, 2026, extending a 44-year streak of annual dividend increases. However, dividend growth has slowed to around 1.1% and the company is relying on financing rather than free cash flow due to heavy hydrogen-related capital spending, raising questions about how long its dividend policy can be maintained on this basis. We’ll now examine how funding dividends through financing amid large hydrogen...
NYSE:GPN
NYSE:GPNDiversified Financial

Is Global Payments (GPN) A Potential Opportunity After A 34% Share Price Slide?

If you are wondering whether Global Payments at around US$68.48 is now a potential value opportunity or still a value trap, you are in the right place. The stock has seen a 6% decline over the last week, an 11.6% decline over the last month, and is down 34.4% over the past year. This can change how the market views both its growth potential and risk. Recent coverage around Global Payments has focused on how payment technology providers are positioned as consumer spending patterns and digital...
NYSE:PRMB
NYSE:PRMBBeverage

Assessing Primo Brands (PRMB) Valuation After Recent Share Price Weakness

Recent performance snapshot Primo Brands (PRMB) has seen mixed share performance recently, with a 0.8% decline over the past day and a 4.4% decline over the past week, alongside gains over the past month and the past 3 months. See our latest analysis for Primo Brands. At a share price of US$18.76, Primo Brands has experienced near-term weakness, with 1-week and 1-day share price declines. However, its year-to-date share price return of 15.9% and 3-year total shareholder return of 25.5%...
NYSE:QBTS
NYSE:QBTSSoftware

Assessing D-Wave Quantum (QBTS) Valuation After Major Contracts And Quantum Circuits Acquisition

D-Wave Quantum (QBTS) is back in focus after moving from small proofs of concept to larger commercial contracts, including a two year US$10 million deal with a Fortune 100 client and a US$20 million agreement with Florida Atlantic University. See our latest analysis for D-Wave Quantum. Those contracts have arrived during a choppy period for the shares, with a 34.8% 30 day share price return decline and a 30.1% year to date share price return decline, even as the 1 year total shareholder...
NYSE:EIX
NYSE:EIXElectric Utilities

Edison International (EIX) Valuation Check After Preferred Redemptions And Better Than Expected Q3 2025 Earnings

Edison International (EIX) is drawing fresh attention after moving to redeem its 5.375% Fixed-Rate Reset Cumulative Perpetual Preferred Stock, Series A, along with Southern California Edison’s Series K preference and related trust securities. See our latest analysis for Edison International. The preferred and trust security redemptions follow a strong run in Edison International’s common stock, with the share price at US$71.46 and recent momentum reflected in a 30 day share price return of...
NasdaqGS:DRS
NasdaqGS:DRSAerospace & Defense

How Investors Are Reacting To Leonardo DRS (DRS) AI-Powered Counter-Drone And Maritime Systems Push

Leonardo DRS recently showcased its AI-enabled counter-unmanned aircraft system partnership with Axon Vision and its shipboard Open Modular Cabinet, alongside discussing integrated interoperability solutions at major defense conferences including the Singapore Airshow 2026 and AFCEA/USNI WEST 2026. Together, these developments reinforce Leonardo DRS’s focus on AI-powered force protection and resilient maritime computing infrastructure tailored to evolving military requirements. We’ll now...