U.S. Semiconductors Stock News

NYSE:GFF
NYSE:GFFBuilding

Griffon (GFF) Is Up 12.7% After Unveiling ONCAP JV And Pure‑Play Building Products Pivot

In early February 2026, Griffon Corporation reported first-quarter fiscal 2026 results showing sales of US$649.09 million and net income of US$64.39 million, alongside guidance of US$1.8 billion in full‑year revenue from continuing operations and a regular quarterly dividend of US$0.22 per share. On the same day, Griffon unveiled plans to become a pure‑play North American building products company through a new joint venture with ONCAP for its AMES North America business and a review of...
NYSE:RJF
NYSE:RJFCapital Markets

Should AI-Driven Tax Tools Reshape Investors’ View of Raymond James Financial’s (RJF) Advisor-Centric Model?

Recently, Raymond James Financial was swept up in a sector-wide pullback after fintech firm Altruist launched an AI-powered planning tool that automates tax strategy design and document creation for financial advisers. The reaction highlights how quickly investor sentiment can shift when new technology raises questions about the durability of human-centered wealth-management models and fee structures. We’ll now explore how these AI disruption concerns intersect with Raymond James Financial’s...
NYSE:WD
NYSE:WDDiversified Financial

Walker & Dunlop (WD) Deepens Hospitality Financing Role with Nashville EDITION Deal – What Does It Signal?

Earlier in February 2026, Tidal Real Estate Partners secured US$371.5 million in financing from Madison Realty Capital and KSL Capital Partners for The Nashville EDITION Hotel & Residences, with Walker & Dunlop arranging the capital for the 28-story luxury hotel and residential tower. Around the same time, Walker & Dunlop was also recognized as Fannie Mae’s largest DUS lender for 2025 and a top Freddie Mac Optigo lender, underscoring its scale and influence in multifamily and commercial real...
NasdaqGS:BMRN
NasdaqGS:BMRNBiotechs

Is BioMarin Pharmaceutical (BMRN) Now Trading Below Its Long Term Prospects

If you are wondering whether BioMarin Pharmaceutical's current share price lines up with its underlying worth, this article will walk you through what the numbers say and how to interpret them. The stock closed at US$59.66 most recently, with returns of 3.6% over the last 7 days, 1.2% over 30 days, 0.4% year to date, and a 6.1% decline over 1 year, alongside larger declines of 45.1% over 3 years and 29.8% over 5 years. Recent attention on BioMarin has focused on its rare disease drug...
NYSE:RSG
NYSE:RSGCommercial Services

The Bull Case For Republic Services (RSG) Could Change Following Signs Of Volume Stagnation Amid Strong Margins

In recent months, Republic Services reported softer quarterly results and stagnating unit volumes, despite five-year sales increasing at a compounded annual rate of 10.2% and maintaining an average operating margin of 18.9%. This combination of slowing volumes alongside historically solid revenue growth and profitability has raised fresh questions about competition, market saturation, and the potential need for price or investment shifts. We’ll now examine how concerns about stagnating sales...
NYSE:EFC
NYSE:EFCMortgage REITs

Ellington Financial Preferred Redemption Reshapes Capital Stack And Valuation Outlook

Ellington Financial plans to redeem all outstanding shares of its Series A Preferred Stock at the end of February 2026. Following the redemption, the Series A Preferred Stock will be delisted from the NYSE. The move will retire this layer of preferred capital and end related dividend payments to Series A holders. For common shareholders of NYSE:EFC, this preferred stock redemption sits alongside a share price of $12.85 and a mixed recent return profile. The stock is up 2.0% over the past...
NasdaqGM:CRML
NasdaqGM:CRMLMetals and Mining

Do Tanbreez Assays Push Critical Metals (CRML) Toward a Multi‑Metal Thesis or Added Complexity?

Critical Metals Corp. recently reported final 2025 assay results from Area B and the Fjord Deposit at its Tanbreez Rare Earths Project in Greenland, confirming extensive near-surface rare earth mineralisation with Total Rare Earth Oxide plus yttrium grades generally between 0.35% and 0.61% and heavy rare earths making up around a quarter of the mix. The program also highlighted consistent by-product levels of metals such as niobium, hafnium and gallium across a 1,750-metre corridor,...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

Assessing Marvell Technology (MRVL) Valuation After Recent Share Price Turnaround

Why Marvell Technology (MRVL) is on investors’ radar today Marvell Technology (MRVL) continues to draw attention from investors after a mixed share price pattern, with an 8.6% gain over the past week contrasting with weaker returns over the month and the past three months. See our latest analysis for Marvell Technology. That recent 8.6% 7 day share price return comes after weaker 3 month share price performance of 8.2% and a 1 year total shareholder return decline of 24.6%, so near term...
NYSE:FCN
NYSE:FCNProfessional Services

A Look At FTI Consulting (FCN) Valuation After February Senior Leadership Appointments

FTI Consulting (FCN) has been busy reshaping its senior leadership, with a cluster of February appointments across healthcare, chemicals, business transformation and intellectual property. These changes give investors fresh context for thinking about the stock. See our latest analysis for FTI Consulting. At a share price of US$173.36, FTI Consulting has seen a 4.8% 90 day share price return and a 1.8% year to date share price return, while the 1 year total shareholder return of 10.2% decline...
NasdaqGS:ARHS
NasdaqGS:ARHSSpecialty Retail

Assessing Arhaus (ARHS) Valuation After Recent Choppy Share Price Performance

Arhaus stock at a glance Arhaus (ARHS) has attracted investor attention after a mixed stretch, with a 15% gain over the past 3 months contrasting with weaker one year and year to date returns at recent prices near US$10.67. See our latest analysis for Arhaus. Recent trading has been choppy, with a 14.9% 90 day share price return contrasting with weaker year to date share price performance and a 14.8% decline in the 1 year total shareholder return. This suggests that momentum has faded after...
NYSE:IFF
NYSE:IFFChemicals

Is International Flavors & Fragrances (IFF) Pricing Reset Justified After Recent Share Price Rebound?

If you are wondering whether International Flavors & Fragrances is offering fair value right now, you are not alone. A closer look at its valuation can help frame your next move. The stock last closed at US$76.76, with recent returns of 9.1% over 7 days, 11.1% over 30 days, 12.8% year to date, but a 7.8% decline over 1 year, a 13.2% decline over 3 years and a 35.9% decline over 5 years. These mixed returns leave many investors looking to recent company updates and sector news to understand...
NYSE:IONQ
NYSE:IONQTech

IonQ (IONQ) Is Down 8.5% After Doubling Down On Vertically Integrated Quantum Platform Strategy

In recent months, IonQ has reported very large year-over-year revenue growth, pursued multi-billion-dollar acquisitions to build a vertically integrated quantum platform, and faced critical short-seller reports questioning its government-heavy revenue mix and aggressive expansion. Amid this tension between rapid expansion and concerns over cash burn and dilution, IonQ’s attempt to consolidate quantum hardware, networking, sensing, and security into one stack has become a central point of...
NasdaqGS:CYTK
NasdaqGS:CYTKBiotechs

The Bull Case For Cytokinetics (CYTK) Could Change Following MYQORZO Progress And HCM Advocacy Grants

Cytokinetics recently announced recipients of its eighth annual Communications Grant Program, awarding two grants to hypertrophic cardiomyopathy patient advocacy groups to expand education and awareness, alongside confirming that MYQORZO (aficamten) is approved for symptomatic obstructive HCM and under marketing review in the European Union. This combination of regulatory progress for MYQORZO and direct support for HCM community outreach highlights how the company is tying its commercial...
NasdaqGS:TCOM
NasdaqGS:TCOMHospitality

Trip.com Group (NasdaqGS:TCOM) Valuation Check After Antitrust Probe And Class Action Interest

Trip.com Group (TCOM) is under investigation by China’s market regulator for potential antitrust violations, a development that has drawn securities class action interest and brought sharp focus to the stock’s recent performance. See our latest analysis for Trip.com Group. The regulatory probe and class action interest have coincided with a 24.0% 1 month share price decline and a weaker year to date share price return of 22.8%, even though the 3 year total shareholder return of 52.9%...
NasdaqGS:FFIN
NasdaqGS:FFINBanks

First Financial Bankshares Leadership Shift And What It Means For Valuation

First Financial Bankshares (NasdaqGS:FFIN) has appointed David Bailey as Chief Executive Officer and President. Long-time leader F. Scott Dueser is transitioning to the role of Executive Chairman after many years in top executive positions. The leadership changes mark a new chapter for the company while keeping both executives in key roles. First Financial Bankshares, a regional banking group, sits in a sector that continues to see pressure around funding costs, loan growth, and regulation...
NasdaqGS:ATAT
NasdaqGS:ATATHospitality

Can Morgan Stanley’s Tourism Endorsement Redefine Atour Lifestyle Holdings’ (ATAT) Competitive Edge in China?

Morgan Stanley recently issued a research report highlighting a strong recovery in China's tourism sector, underpinned by robust domestic demand and supportive government policies, and identified Atour Lifestyle Holdings as one of the key hotel operators positioned to benefit from this trend. This endorsement places Atour at the center of the anticipated expansion in tourism-related consumption, underscoring how its hotel-focused lifestyle brands could capture increased travel spending...
BATS:CBOE
BATS:CBOECapital Markets

Will Record 2025 Earnings And Portfolio Exits Change Cboe Global Markets' (CBOE) Narrative?

Cboe Global Markets, Inc. recently reported its fourth-quarter and full-year 2025 results, with revenue rising to US$1,204 million for the quarter and US$4.71 billion for the year, alongside higher net income and earnings per share versus 2024. Alongside these record figures, Cboe outlined a refocused global footprint, including winding down its European derivatives platform and pursuing divestitures in Canada and Australia. Next, we’ll examine how these record earnings and portfolio...
NYSE:J
NYSE:JProfessional Services

Jacobs Solutions (J) Is Up 13.7% After SHIELD Win And Q1 Results Beat – Has The Bull Case Changed?

In early February 2026, Jacobs reported first-quarter 2026 results showing sales of US$3,293.28 million and net income of US$125.51 million, while also securing roles on major U.S. infrastructure and defense programs, including the Missile Defense Agency’s SHIELD contract and the Bolivar Roads Gate coastal protection project. These wins highlight Jacobs’ expanding footprint in high-complexity national security, coastal resilience, and rail mobility projects, reinforcing its position at the...
NYSE:NTST
NYSE:NTSTRetail REITs

How NETSTREIT’s 2025 Profit Turn and Dividend Hike Will Impact NETSTREIT (NTST) Investors

NETSTREIT Corp. has reported full-year 2025 results, with revenue rising to US$195.01 million and net income improving to US$6.9 million, alongside fourth-quarter funds from operations of US$0.33 per share that matched analyst expectations. The board also approved a higher quarterly dividend of US$0.22 per share for the first quarter of 2026, lifting the annualized payout to US$0.88 and underscoring management’s focus on returning cash to shareholders following the move from a loss to a...
NasdaqGS:SOLS
NasdaqGS:SOLSChemicals

Will Solstice’s UF6 Expansion, Backlog and New Dividend Change Solstice Advanced Materials' (SOLS) Narrative

Solstice Advanced Materials reported fourth-quarter 2025 revenue of US$987 million and net income of US$41 million, alongside plans to boost uranium hexafluoride output at its Metropolis Works facility and initiate a quarterly dividend of US$0.075 per share. This combination of production expansion in a critical nuclear fuel input, supported by over US$2 billion in backlog and new dividend payments, reshapes how investors may view the company’s role in the nuclear energy supply chain. We’ll...
NasdaqGS:WWD
NasdaqGS:WWDAerospace & Defense

Woodward Reshapes Governance As Dividend Growth Reinforces Capital Return Story

Woodward approved changes to its corporate governance, removing supermajority voting requirements. The company also eliminated cumulative voting rights for board elections. Alongside these changes, Woodward announced a 14% increase in its quarterly dividend. For investors watching NasdaqGS:WWD, these governance moves come as the stock trades at $391.53, with returns of 5.5% over the past week and 21.6% over the past month. Over longer periods, the shares show gains of 26.0% year to date,...