U.S. Semiconductors Stock News

NasdaqGS:RVMD
NasdaqGS:RVMDBiotechs

First-in-Human RMC-5127 Trial Could Be A Game Changer For Revolution Medicines (RVMD)

Revolution Medicines recently dosed the first patient in its first-in-human trial of RMC-5127, an open-label study assessing safety, tolerability, pharmacokinetics and early antitumor activity in RAS G12V-mutated solid tumors that have progressed after standard therapies. This marks a key pipeline milestone targeting RAS G12V, the second most common driver of RAS-addicted cancers in the US, affecting roughly 48,000 patients annually. We will now examine how initiating first-in-human testing...
NasdaqGS:RBBN
NasdaqGS:RBBNCommunications

A Look At Ribbon Communications (RBBN) Valuation After 2025 Results And 2026 Revenue Guidance

Why Ribbon Communications is back on investor radar Ribbon Communications (RBBN) has drawn attention after reporting fourth quarter and full year 2025 results alongside fresh 2026 revenue guidance, giving investors updated numbers on profitability and the coming year. The company reported fourth quarter 2025 revenue of US$227.32 million compared with US$251.36 million a year earlier, while net income moved to US$89.07 million from US$6.36 million. Full year revenue was US$844.56 million...
NYSE:TWO
NYSE:TWOMortgage REITs

A Look At Two Harbors Investment (TWO) Valuation After Its Sharp Profitability Reversal

Two Harbors Investment earnings reset draws investor focus Two Harbors Investment (TWO) has come under fresh scrutiny after reporting fourth quarter net income of US$11.72 million and a full year net loss of US$454.3 million, marking a sharp reversal in profitability. See our latest analysis for Two Harbors Investment. The latest results appear to have shifted sentiment, with the share price down 7.54% on the day of the announcement and a 9.73% 30 day share price return. This is in contrast...
NYSE:RRX
NYSE:RRXElectrical

Assessing Regal Rexnord’s Valuation After Earnings Spark Strong Backlog And Margin Momentum

Earnings event puts Regal Rexnord in focus Regal Rexnord (RRX) is back on investors’ radar after its latest quarterly earnings, where higher adjusted earnings, net income, and operating margins coincided with strong demand in data center, automation, and aerospace markets. See our latest analysis for Regal Rexnord. The earnings news has gone hand in hand with a sharp re-rating in the share price, with a 1-day share price return of 5.9%, a 30-day share price return of 38.8%, and a 1-year total...
NYSE:BHC
NYSE:BHCPharmaceuticals

Reassessing Bausch Health Companies (BHC) Valuation After Recent Share Price Swings

Recent share performance and why Bausch Health Companies (BHC) is on investors’ radar Bausch Health Companies (BHC) has drawn attention after recent trading, with the share price at $5.88 and mixed return figures over the past week, month, and past 3 months prompting fresh questions about its valuation. See our latest analysis for Bausch Health Companies. That 2.62% 1 day share price return and 2.08% 7 day share price return sit against a weaker backdrop, with a 30 day share price return of a...
NasdaqGS:NTRS
NasdaqGS:NTRSCapital Markets

Assessing Northern Trust (NTRS) Valuation After Earnings Beat And Higher Profitability Targets

Why Northern Trust’s Latest Earnings and Leadership News Matter Northern Trust (NTRS) recently reported fourth quarter results that topped market expectations, supported by stronger pre tax pre provision income, lower provision expenditures, and revenue that also beat forecasts. Management also raised its medium term pre tax margin and return on equity targets. This drew positive reactions from several analysts and has put fresh attention on how the stock is priced today. See our latest...
NYSE:HP
NYSE:HPEnergy Services

Helmerich & Payne Debt Cut Highlights Cash Generation And Dividend Resilience

Helmerich & Payne (NYSE:HP) recently reduced its term loan by US$260 million ahead of schedule. The company reported strong free cash flow while covering rig reactivation costs in international markets. Dividends were maintained even as the rig market has been soft. For you as an investor, this mix of debt reduction and steady cash generation is a notable development. Helmerich & Payne is a contract driller focused on providing rigs and related services to energy producers, a segment that...
NYSE:VTOL
NYSE:VTOLEnergy Services

What Bristow Group (VTOL)'s $500 Million Debt Refi and ABL Extension Means For Shareholders

Bristow Group Inc. recently closed a US$500 million private offering of 6.750% senior secured notes due 2033 and amended its asset-based revolving credit facility, extending its maturity to 2031 while adjusting total commitments. By refinancing its 6.875% senior secured notes due 2028 and extending its credit facility, Bristow has reshaped its debt profile and liquidity options. We’ll now examine how this large-scale refinancing, particularly the extension of the ABL Facility to 2031,...
NYSE:EVEX
NYSE:EVEXAerospace & Defense

Does Eve Holding (EVEX) Securing AirX eVTOL Orders Clarify Its Asia-Pacific Growth Blueprint?

Earlier in February 2026, Eve Air Mobility announced a binding order from Tokyo-based AirX for up to 50 eVTOL aircraft, with initial deliveries planned for 2029 to support zero-emission urban and regional travel in Japan. This agreement, Eve’s second binding order and first major commercial foothold in Asia-Pacific, highlights rising interest in sustainable air mobility and adds to the company’s growing global partnership pipeline. Next, we will examine how this Asia-Pacific expansion...
NYSE:WTTR
NYSE:WTTREnergy Services

Does Select Water Solutions (WTTR) Turning Water Assets Into Lithium Output Redefine Its Core Business?

Select Water Solutions and LibertyStream Infrastructure Partners previously entered a definitive agreement to deploy lithium carbonate production facilities at Select’s water treatment and recycling sites in the Midland Basin, with an initial plant targeting up to 1,000 tonnes per year by December 2026 and further expansions planned in 2027. This move repurposes Select’s existing water recycling infrastructure into a platform for lithium extraction, potentially opening a new revenue stream...
NYSE:CVI
NYSE:CVIOil and Gas

A Look At CVR Energy (CVI) Valuation After Its US$1b Bond Refinancing Deal

Why CVR Energy’s new bond deal matters for shareholders CVR Energy (CVI) has just priced and completed a US$1b private offering of senior unsecured notes, a refinancing move aimed at repaying existing facilities and redeeming older, higher coupon securities. This refinancing directly affects the company’s capital structure, future interest costs, and upcoming debt maturities, so it is a key development if you are tracking the risk profile and funding outlook around CVI stock. See our latest...
NYSE:RES
NYSE:RESEnergy Services

Is RPC (RES) Rebalancing From Cyclical Frac Exposure To Durable, Capital-Light Energy Services?

RPC, Inc. recently reported fourth-quarter and full-year 2025 results, with sales rising to US$425.78 million for the quarter and US$1.63 billion for the year, while profitability declined to a quarterly net loss of US$3.06 million and full-year net income of US$32.08 million. Alongside these results, management emphasized using its balance sheet to pursue less capital-intensive growth, including selective acquisitions and investments across existing markets and the broader energy sector,...
NYSE:RGA
NYSE:RGAInsurance

A Look At Reinsurance Group of America (RGA) Valuation After Its Recent Share Price Momentum

Reinsurance Group of America: Recent Performance Snapshot Reinsurance Group of America (RGA) has drawn investor attention after a period of strong share price performance, with the stock showing positive returns over the past week, month, past 3 months, and year to date. See our latest analysis for Reinsurance Group of America. The recent 9.4% 1 day share price return, on top of a 21.23% 3 month share price return and a 122.00% 5 year total shareholder return, points to momentum that has been...
NYSE:CHD
NYSE:CHDHousehold Products

Assessing Church & Dwight (CHD) Valuation As Market Price Diverges From Narrative And DCF Estimates

Why Church & Dwight is on investors’ radar today Church & Dwight (CHD) has drawn fresh attention after recent trading left the stock around $100.53, with short term returns ranging from roughly flat over the past day to gains in the past month. See our latest analysis for Church & Dwight. The recent 17.2% one-month share price return and 21.65% year-to-date share price return suggest momentum has picked up, even though the one-year total shareholder return is slightly negative at 2.63%, with...
NasdaqGS:FROG
NasdaqGS:FROGSoftware

Assessing JFrog (FROG) Valuation As New AI Agents Challenge Traditional Software Licensing Models

The latest releases from Anthropic and OpenAI, featuring more capable autonomous AI agents, have revived fears that tools like JFrog (FROG) could be compressed into generic model features and could pressure traditional software licensing economics. See our latest analysis for JFrog. Against this backdrop, JFrog’s share price has retreated recently, with a 7 day share price return of 13.56% and a 30 day share price return of a 19.03% decline. However, the 1 year total shareholder return of...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

Is It Time To Reassess monday.com (MNDY) After Its 70% One-Year Share Price Slide

If you are wondering whether monday.com at around US$98 a share is starting to look interesting, you are not alone in asking what you are really paying for today. The stock has seen sharp moves recently, with a 13.1% decline over the last 7 days, 33.8% over 30 days, 31.7% year to date and 70.0% over the past year. This changes how many investors might view its risk and potential reward. These price moves have come as monday.com continues to sit in the spotlight of work management and...
NasdaqGS:CCOI
NasdaqGS:CCOITelecom

A Look At Cogent Communications Holdings (CCOI) Valuation After Recent Share Price Rebound

Event context and recent stock performance Cogent Communications Holdings (CCOI) has come back onto investors’ radar following its recent share price moves, with the stock up about 6% over the past month and 18% in the past 3 months. See our latest analysis for Cogent Communications Holdings. At the latest share price of $24.29, Cogent’s recent gains, including a 30 day share price return of 5.88% and a 90 day share price return of 17.80%, sit against a 1 year total shareholder return...