U.S. Semiconductors Stock News

Lear Corporation recently reported its full-year 2025 results, with sales of US$23,259.1 million and net income of US$436.8 million, while also providing 2026 guidance for net sales of US$23,210 million to US$24,010 million and core operating earnings of US$1,030 million to US$1,200 million. The company also disclosed completing a long-running share repurchase program, buying back 35,844,054 shares since 2013 for US$4.41 billions, including 1,632,456 shares for US$175 million in late 2025,...

In early February 2026, Roper Technologies reported mixed fourth-quarter 2025 results, with Application Software and Network Software falling short of expectations while Technology Enabled slightly exceeded them, and all three segments delivered mid-single-digit sales growth. The company also issued guidance calling for 5% to 6% organic growth in 2026, highlighting management’s confidence in steady demand across its vertical software portfolio despite recent variability between segments...

Investors may be wondering whether Tractor Supply's current share price aligns with its fundamentals, or if the market is overlooking something in plain sight. The stock most recently closed at US$54.05, with returns of 1.1% over the last 7 days, 4.9% over 30 days, 6.3% year to date, roughly flat over 1 year, 19.7% over 3 years and 81.1% over 5 years. Taken together, these figures provide a mixed picture of recent momentum and longer-term performance. Recent attention around Tractor Supply...

Unitil (UTL) has wrapped up FY 2025 with fourth quarter revenue of US$161.5 million, basic EPS of US$1.05 and net income of US$19.2 million. On a trailing twelve month basis, revenue sits at US$536 million with basic EPS of US$2.97 and net income of US$50.2 million. The company has seen revenue move from US$494.8 million to US$536 million over recent trailing periods, with basic EPS shifting from US$2.93 to US$2.97, presenting a picture where steady profit generation aligns with largely...

Why Peloton’s latest update caught investors’ attention Peloton Interactive (PTON) has put several issues on the table at once, with softer revenue guidance, a CFO exit, and mixed recent results combining to reset expectations for the fitness company’s stock. See our latest analysis for Peloton Interactive. Those updates landed against a weak recent trading backdrop, with Peloton’s 7 day share price return of 26.4% and 90 day share price return of 40.5% both pointing to fading momentum. At...

Trimble (TRMB) FY 2025 results set the stage for a margins debate Trimble (TRMB) closed FY 2025 with fourth quarter revenue of US$969.8 million and basic EPS of US$0.66, putting concrete numbers around its latest report for investors watching both the top and bottom line. The company has seen quarterly revenue move from US$875.8 million in Q3 FY 2024 to US$901.2 million in Q3 FY 2025 and US$969.8 million in Q4 FY 2025, while basic EPS has gone from US$0.17 in Q3 FY 2024 to US$0.47 in Q3 FY...

AECOM Q1 2026 Earnings Snapshot AECOM (ACM) has opened fiscal 2026 with Q1 revenue of US$3.8b and basic EPS of US$1.07, setting the tone for how its engineering and infrastructure pipeline is flowing through to the bottom line. The company has seen quarterly revenue move from US$4.0b in Q1 2025 to US$3.8b in Q1 2026, while basic EPS has shifted from US$1.34 to US$1.07 over the same period, with trailing twelve month EPS at US$4.56 supported by net income of US$601.3m. For investors, the key...

Boingo integration puts Globalstar’s XCOM RAN in real-world private 5G spotlight Globalstar (GSAT) shares are in focus after Boingo Wireless agreed to integrate Globalstar’s XCOM RAN platform into its private network infrastructure following technical trials across high traffic venues. The move places Globalstar’s 5G-focused technology alongside Boingo’s existing distributed antenna system footprint at airports, transport hubs, stadiums, hospitals, convention centers and military bases,...

Grabar Law Office announced a shareholder investigation into WEBTOON Entertainment (NasdaqGS:WBTN) tied to its initial public offering. The review focuses on alleged breaches of fiduciary duty and potentially misleading risk disclosures connected to the IPO. A court recently declined to dismiss a securities fraud class action complaint involving WEBTOON Entertainment, allowing the case to proceed. WEBTOON Entertainment, known for its digital comics platform and IP centered business, now...

Affirm Holdings: recent performance and what it might mean for investors Affirm Holdings (AFRM) has drawn fresh attention after a 2.9% gain in the latest session, even as the stock shows weaker returns over the past month and past 3 months. Investors are weighing that short term rebound against the broader performance trend. See our latest analysis for Affirm Holdings. At a share price of $59.65, Affirm’s recent 2.93% 1 day share price gain comes after a weaker 30 day share price return of a...

Neumora Therapeutics, Inc. recently presented at the Guggenheim Securities Emerging Outlook: Biotech Summit 2026 on February 11 at the Lotte New York Palace Hotel in New York. This appearance places Neumora in front of a concentrated audience of biotech-focused investors and analysts, potentially sharpening focus on its pipeline and corporate story. We’ll now examine how Neumora’s participation in a high-profile Guggenheim biotech summit shapes its investment narrative and investor...

If you are wondering whether GitLab's current share price lines up with its underlying value, you are not alone. This article is designed to help you make sense of that question. GitLab's stock recently closed at US$31.55, with returns of a 3.9% decline over 7 days, 10.9% decline over 30 days, 12.8% decline year to date, 53.9% decline over 1 year and 33.2% decline over 3 years, which may have changed how some investors view its risk and return profile. Recent headlines around GitLab have...

If you are wondering whether Simply Good Foods is a bargain or a value trap at its recent price, this article walks through what the current market value really reflects. The stock has been under pressure, with a 7 day return of a 3.9% decline, a 30 day return of a 23.3% decline, and a 1 year return of a 56.9% decline from a last close of US$16.41. Recent coverage has focused on Simply Good Foods as a packaged food business in the weight management and nutrition space, where brands compete...

O'Reilly Automotive (ORLY) just released fourth quarter and full year 2025 results alongside fresh 2026 guidance. This gives investors new data on sales, earnings, store growth plans, and expected profitability. See our latest analysis for O'Reilly Automotive. O'Reilly Automotive’s 1-day share price return of 0.78% and year to date share price return of 3.43% sit against a softer recent patch, including a 7 day share price return of 3.77% and 90 day share price return of 4.74%. The 5 year...

If you are wondering whether Sempra is reasonably priced at around US$89.70 or if there is still value on the table, this article will walk you through the key clues in its current valuation. The stock has returned 3.1% over the last 7 days and 1.0% over the past month, while the 1 year return sits at 11.0% and the 5 year figure at 68.7%. These figures may have some investors reassessing the balance between upside and risk. Recent attention on Sempra has focused on its position as a large US...

Wabtec (NYSE:WAB) secured a multi year, US$670 million contract with CSX for new and modernized locomotives equipped with efficiency focused technology. The company also signed a US$1.2 billion multi year locomotive modernization agreement with Union Pacific, described as the largest such investment in rail industry history. Both contracts center on locomotive upgrades and digital fleet technologies for two of North America's largest freight railroads. For investors watching NYSE:WAB, these...

If you are wondering whether ZIM Integrated Shipping Services is priced attractively or not, you are not alone. The stock has caught a lot of attention from investors trying to work out what a fair value looks like. The share price last closed at US$20.73, with returns of a 4.7% decline over 7 days, a 7.5% decline over 30 days, a 5.4% decline year to date and a 29.2% gain over the past year. The 3 year return is 121.7% and the 5 year return is 304.7%. Recent headlines around ZIM have focused...

If you are wondering whether Howmet Aerospace's share price still reflects its underlying value after a strong run, you are not alone. This article is designed to walk you through that question step by step. The stock last closed at US$224.47, with returns of 5.1% over 7 days, 2.8% over 30 days, 6.0% year to date and 74.0% over 1 year, while the 3 year return is very large and the 5 year return is around 7x. These share price moves sit against a backdrop of ongoing investor attention on...

If you are wondering whether Global Business Travel Group’s current share price reflects its true worth, you are not alone. The stock invites a closer look at what you are actually paying for today. The share price closed at US$5.46, with returns of an 11.2% decline over 7 days, a 33.0% decline over 30 days, a 27.4% decline year to date and a 37.8% decline over 1 year, putting recent performance front and center for anyone thinking about risk and potential reward. Recent coverage around...

Are you wondering whether Matson at around US$160.66 is offering fair value today, or if the recent run has left the stock looking stretched for new investors like you? The share price has seen a 21.7% return over the last 30 days, on top of a 29.9% return year to date and 142.2% over 3 years. However, the last 7 days show a 2.8% decline that may have some investors reassessing the balance of risk and opportunity. Recent attention on Matson has centered on its position in US shipping and...

As February begins, U.S. stock markets have shown strong upward momentum with major indices like the Dow Jones and S&P 500 posting significant gains, reflecting investor optimism despite ongoing economic uncertainties such as government shutdowns and trade negotiations. Amidst this backdrop, small-cap stocks in the S&P 600 may present intriguing opportunities for investors seeking value, especially when insider activity suggests potential confidence in these companies' prospects.

As February 2026 begins, the U.S. stock market is experiencing a strong start with major indices like the Dow Jones Industrial Average and S&P 500 showing significant gains, driven by positive economic indicators such as improved factory activity and new trade deals. In this dynamic environment, high growth tech stocks stand out for their potential to capitalize on technological advancements and evolving market demands, making them an intriguing focus for investors seeking opportunities in a...

As the U.S. stock market kicks off February with major indices like the Dow Jones and S&P 500 posting significant gains, investors are closely watching for opportunities amid fluctuating economic indicators and geopolitical developments. In this environment, identifying stocks trading below their intrinsic value can provide a strategic advantage, offering potential upside as markets continue to navigate complex global dynamics.

As February begins with a strong rally in the U.S. stock markets, highlighted by significant gains in major indices like the Dow Jones Industrial Average and S&P 500, investors are keenly observing growth companies that have shown resilience amidst fluctuating economic conditions. In this context, companies with high insider ownership and robust revenue growth potential stand out as compelling options for those looking to navigate the current market landscape effectively.