U.S. Semiconductors Stock News

NasdaqGM:AMAL
NasdaqGM:AMALBanks

Is Amalgamated Financial’s (AMAL) Embrace Loan Partnership a Clue to Its Mortgage Ambitions?

Embrace Home Loans recently announced an agreement with Amalgamated Bank under which Embrace will originate and service residential mortgages for the bank’s customers on a tailored platform. The arrangement allows Amalgamated Bank to broaden its mortgage offering without building its own full-scale origination infrastructure, while still keeping customer relationships at the center of the process. Next, we’ll examine how outsourcing mortgage origination to Embrace Home Loans could influence...
NYSE:RNR
NYSE:RNRInsurance

A Look At RenaissanceRe (RNR) Valuation After Strong Earnings And Share Buybacks

Why RenaissanceRe’s latest earnings are drawing investor attention RenaissanceRe Holdings (RNR) has come into focus after reporting fourth quarter and full year 2025 results, alongside sizable share repurchases, that sharply contrast with the prior year, particularly on net income and earnings per share. See our latest analysis for RenaissanceRe Holdings. RenaissanceRe’s latest earnings and extensive buybacks appear to sit behind a 10.03% 1 month share price return and a 10.40% year to date...
NasdaqGS:ASND
NasdaqGS:ASNDBiotechs

Did Health Canada’s Yorvipath Approval Just Shift Ascendis Pharma’s (ASND) Investment Narrative?

Health Canada previously granted market authorization for Yorvipath (palopegteriparatide injection), Ascendis Pharma’s parathyroid hormone replacement therapy for adults with chronic hypoparathyroidism, with Pendopharm handling distribution in Canada. This approval adds another international market for Yorvipath and underscores ongoing efforts to secure public and private reimbursement to support patient access. Next, we’ll examine how this Canadian authorization for Yorvipath shapes...
NasdaqGS:NXT
NasdaqGS:NXTElectrical

Assessing Nextpower (NXT) Valuation After A Powerful Run In Recent Shareholder Returns

Nextpower overview and recent performance snapshot Nextpower (NXT) has drawn fresh attention after a strong recent run in its share price, with the stock showing double digit returns over the past month and over the past three months. For investors, that move is now being weighed against the company’s current fundamentals, including revenue of US$3,603.2m, net income of US$592.1m and a value score of 3. See our latest analysis for Nextpower. With the share price at US$121.37 and a 30 day...
NasdaqGS:AZTA
NasdaqGS:AZTALife Sciences

Is Azenta (AZTA) Now Pricing In Too Much Pessimism After Steep Share Price Slide?

If you are wondering whether Azenta's current share price reflects its true worth, you are not alone. This article is built to help you connect the recent share moves with what the underlying valuation is saying. The stock closed at US$28.72, with returns of a 26.1% decline over 7 days, 24.3% decline over 30 days, 14.0% decline year to date, 45.1% decline over 1 year, 35.9% decline over 3 years and 68.3% decline over 5 years. These figures may change how investors think about both risk and...
NYSE:FUN
NYSE:FUNHospitality

Is Six Flags (FUN) Quietly Repositioning Its Brand Around Family IP With This Mexico Coaster?

Six Flags Entertainment Corporation recently opened the Speedway Stunt Coaster, a family boomerang roller coaster at Six Flags México, with a grand celebration attended by hundreds of guests. The attraction highlights the company’s emphasis on family-friendly, movie-inspired experiences that broaden the park’s appeal across age groups and visit occasions. We’ll now examine how this investment in an all-ages, racing-themed coaster shapes Six Flags Entertainment’s broader investment...
NYSE:MTDR
NYSE:MTDROil and Gas

Is Matador Resources (MTDR) Offering Value After Recent Share Price Weakness?

If you are wondering whether Matador Resources is offering good value right now, it helps to step back from the headline price and look at what the numbers actually say about the business. The share price last closed at US$47.35, with returns of 4.7% over the past 7 days, 12.1% over 30 days, 9.2% year to date, a 14.0% decline over 1 year, a 22.7% decline over 3 years, and a 154.7% gain over 5 years. Taken together, these figures give a mixed picture of recent momentum and risk...
NasdaqGS:SKYW
NasdaqGS:SKYWAirlines

SkyWest Deepens United And Delta Ties With New E175 Fleet Shift

SkyWest (NasdaqGS:SKYW) announced multi year contract extensions with United Airlines and Delta Air Lines. The company also reported the delivery of new E175 aircraft tied to these agreements. For you as an investor, the key point is that SkyWest, a major regional airline operator, is deepening its ties with two of the largest U.S. carriers through these renewed contracts. The addition of new E175 aircraft fits within the broader regional aviation focus on fuel efficient, right sized jets...
NYSE:CNS
NYSE:CNSCapital Markets

Is Cohen & Steers (CNS) Pricing Look Stretched After Recent Share Price Declines

If you are wondering whether Cohen & Steers is priced attractively today, you are not alone. This article will walk through what the current share price may be implying about value. The stock recently closed at US$62.71, with returns of a 2.4% decline over 7 days, 7.8% decline over 30 days, 1.4% decline year to date, 27.2% decline over 1 year and 6.3% decline over 3 years, while the 5-year return stands at 7.3%. Recent market attention has focused on how asset managers are being priced amid...
NYSE:ZIM
NYSE:ZIMShipping

A Look At ZIM Integrated Shipping Services (NYSE:ZIM) Valuation As Options Activity Jumps Before Earnings

Unusual trading in ZIM Integrated Shipping Services (NYSE:ZIM) options, combined with rising implied volatility, has pulled fresh attention to the stock ahead of its March 11 earnings release and its expected year-over-year earnings and revenue decline. See our latest analysis for ZIM Integrated Shipping Services. At a latest share price of $20.68, ZIM has seen a 1 day share price return of 1.72% after a weaker 7 day and 30 day patch. A 90 day share price return of 35.61% and a 1 year total...
NYSE:CSL
NYSE:CSLBuilding

A Look At Carlisle Companies (CSL) Valuation After New Results And 2026 Guidance

Carlisle Companies (CSL) has drawn fresh investor attention after releasing fourth quarter and full year 2025 results, issuing 2026 revenue guidance, and updating its capital returns through share repurchases and a newly affirmed dividend. See our latest analysis for Carlisle Companies. The latest earnings release, 2026 revenue guidance and update on buybacks and dividends arrived alongside strong share price momentum. The 7 day share price return of 18.47% and the 90 day share price return...
NasdaqGS:FLYW
NasdaqGS:FLYWDiversified Financial

Is Flywire (FLYW) Quietly Redefining Its Education Moat With academyFIVE Integration?

Flywire Corporation recently announced that Simovative GmbH has chosen Flywire as the preferred payment provider for its academyFIVE Campus Management System, embedding Flywire’s global education payment platform directly into academyFIVE’s Finance module for more than 70 higher education institutions across the DACH region. This first-mover integration makes Flywire the only embedded payment provider within academyFIVE, potentially deepening its role in tuition and fee processing for...
NasdaqGS:NUVL
NasdaqGS:NUVLBiotechs

Assessing Nuvalent (NUVL) Valuation As A High P/B And DCF Gap Shape Expectations

Nuvalent (NUVL) has drawn investor attention as a clinical stage cancer drug developer with no current revenue, a reported net loss of US$381.435 million, and a share price of US$103.59. See our latest analysis for Nuvalent. Recent trading has been mixed, with a 2.67% 1 day share price return and an 11.41% 90 day share price return. The 1 year total shareholder return of 20.90% and 3 year total shareholder return of about 3.6x indicate that longer term momentum has been much stronger than...
NasdaqCM:ABTC
NasdaqCM:ABTCSoftware

Is American Bitcoin (ABTC) Pricing Reflect Recent 28% Slide And DCF Value Estimate

If you are trying to figure out whether American Bitcoin's share price really lines up with its underlying value, you are in the right place. This article is built to help you make sense of what the current price might be implying. The stock most recently closed at US$1.31, after a 13.2% decline over the last 7 days and a 28.4% decline over the last 30 days, with year to date returns at a 26.4% decline. These moves have put American Bitcoin on the radar for investors who track more volatile...
NasdaqGS:QS
NasdaqGS:QSAuto Components

Is QuantumScape (QS) Share Price Out Of Sync With Its Long Term Potential?

If you are wondering whether QuantumScape's current share price lines up with its long term promise, this article will walk you through how the numbers stack up. The stock closed at US$8.47 recently, with a 4.3% decline over 7 days, a 20.2% decline over 30 days, a 23.4% decline year to date, a 71.5% gain over the past year, a 3.2% gain over 3 years, and an 84.5% decline over 5 years. Recent attention on QuantumScape has been driven less by short term events like earnings and more by its...
NasdaqGS:PAGP
NasdaqGS:PAGPOil and Gas

Plains GP Holdings PAGP Quarterly Loss Deepens And Tests Bullish Recovery Narrative

Plains GP Holdings (PAGP) closed FY 2025 with fourth quarter revenue of US$10.6b and basic EPS of a US$0.20 loss, while trailing twelve month revenue came in at US$44.3b with basic EPS of a US$0.62 loss. The company reported quarterly revenue of US$12.4b in Q4 2024 and US$10.6b in Q4 2025, with basic EPS moving from a US$0.06 loss to a US$0.20 loss over the same period. This has set up a results season where investors are weighing volume stability against pressure on earnings. Given the mix...
NYSE:RDW
NYSE:RDWAerospace & Defense

Redwire (RDW) Valuation Check After SHIELD Contract Access To US$151b Missile Defense Opportunity

SHIELD contract opens a new channel of potential work Redwire (RDW) recently secured a position on the Missile Defense Agency's SHIELD indefinite delivery indefinite quantity contract, a multi company vehicle with a US$151b ceiling and no guaranteed revenue. See our latest analysis for Redwire. Redwire's latest SHIELD contract news comes after a sharp 62.72% 90 day share price return, even though the 1 year total shareholder return is a 52.03% decline and the 3 year total shareholder return...