U.S. Semiconductors Stock News

NYSE:CPK
NYSE:CPKGas Utilities

Is Chesapeake Utilities (CPK) Pricing In Too Much Stability After Its Recent Share Rise?

If you are wondering whether Chesapeake Utilities at around US$129.87 is offering fair value or if you might be paying up for reliability, this article is designed to help you assess that question clearly. The stock has returned 0.9% over the last 7 days, 7.4% over 30 days, 4.5% year to date, 7.4% over 1 year and 40.2% over 5 years, which may have some investors rethinking both its growth potential and its risk profile. Recent coverage of Chesapeake Utilities has focused on its role as a...
NasdaqGS:FRME
NasdaqGS:FRMEBanks

Assessing First Merchants (FRME) Valuation After Annual Earnings Highlight Net Income Growth And Higher Net Charge Offs

Annual results put First Merchants in focus First Merchants (FRME) has captured investor attention after reporting full year 2025 earnings, with higher net interest income and net income, alongside a quarter that included increased net charge offs. See our latest analysis for First Merchants. That annual report appears to have caught the market’s eye, with the share price at US$42.34 and a 90 day share price return of 17.55% alongside a 5 year total shareholder return of 21%. This suggests...
NYSE:ABBV
NYSE:ABBVBiotechs

AbbVie Seeks Rinvoq Vitiligo Approval And Extends Immunology Growth Story

AbbVie has submitted regulatory applications to the FDA and EMA for Rinvoq as a potential systemic treatment for non segmental vitiligo. The filings target a condition where there are currently no approved systemic therapies, highlighting a major unmet medical need. The move could broaden the use of one of AbbVie's key immunology assets beyond its existing indications. For investors following AbbVie, NYSE:ABBV, this update comes with the stock recently closing at $223.43. The company has...
NasdaqGS:PLMR
NasdaqGS:PLMRInsurance

Palomar Expands Surety Footprint And Flexibility With Acquisition And US$450m Facility

Palomar Holdings (NasdaqGS:PLMR) has completed its acquisition of The Gray Casualty & Surety Company. The company has also secured $450 million in new unsecured financing. The transaction expands Palomar's surety franchise and broadens its geographic footprint. The new financing is intended to support Palomar's operational scale and financial flexibility. Palomar Holdings focuses on specialty insurance, and adding The Gray Casualty & Surety Company gives it a larger presence in the surety...
NYSE:GTLS
NYSE:GTLSMachinery

A Look At Chart Industries (GTLS) Valuation After Recent Mixed Returns And Order Book Momentum

What Chart Industries’ recent performance data tells you Chart Industries (GTLS) has drawn investor attention after recent share performance data highlighted mixed short term moves alongside stronger multi year returns, prompting closer scrutiny of how current fundamentals line up with the price. See our latest analysis for Chart Industries. At a share price of $207.45, Chart Industries has seen only modest recent share price moves. A 1 year total shareholder return of 5.59% and a 3 year...
NYSE:RVTY
NYSE:RVTYLife Sciences

Is Revvity (RVTY) Pricing Reflect Its Mixed Returns And Cash Flow Potential

If you are wondering whether Revvity is offering fair value at its current share price, this article walks through what the numbers are really saying. The stock closed at US$101.59, with returns of a 6.6% decline over 7 days, a 1.4% decline over 30 days, a 3.5% gain year to date, and a 14.3% decline over 1 year. Taken together, this gives you a mixed picture of sentiment and risk. Recent coverage of Revvity has focused on its position in the pharmaceuticals and biotech space and how the...
NYSE:HIMS
NYSE:HIMSHealthcare

Regulatory Scrutiny Puts Hims And Hers GLP 1 Growth Story To The Test

Hims & Hers Health (NYSE:HIMS) is facing heightened regulatory and legal scrutiny over its compounded semaglutide weight loss pill, launched as a lower cost alternative to Wegovy. The FDA has issued public statements targeting unapproved compounded GLP-1 drugs and has specifically referenced Hims & Hers in this context. The Department of Health and Human Services has referred Hims & Hers to the Department of Justice for a potential investigation into federal law compliance. Novo Nordisk is...
NYSE:SKY
NYSE:SKYConsumer Durables

A Look At Champion Homes (SKY) Valuation After Strong Q4 Earnings Beat And Cash Flow Performance

Champion Homes (SKY) shares moved after the company reported fourth quarter 2025 results with adjusted earnings and EBITDA above analyst expectations, stronger free cash flow, and net sales growth despite pressure on operating margins. See our latest analysis for Champion Homes. At a share price of $83.59, Champion Homes has seen a 6.65% 7 day share price return and a softer 30 day share price return of 4.03%. The 1 year total shareholder return of 19.53% contrasts with a 5 year total...
NasdaqGS:WABC
NasdaqGS:WABCBanks

A Look At Westamerica Bancorporation (WABC) Valuation After Earnings And Revenue Beat Expectations

Westamerica Bancorporation (WABC) recently reported fourth quarter 2025 results that came in ahead of revenue and earnings estimates, supported by low cost deposits, disciplined expenses, stable asset quality, and maintained capital strength. See our latest analysis for Westamerica Bancorporation. At a share price of $52.48, Westamerica Bancorporation has seen momentum build recently, with a 30 day share price return of 9.31% and a 1 year total shareholder return of 7.07%. This suggests...
NasdaqGS:TPG
NasdaqGS:TPGCapital Markets

TPG (TPG) EPS Breakout To US$0.50 Tests Bullish Profitability Narratives

TPG (TPG) closed out FY 2025 with fourth quarter revenue of US$1.5 billion and basic EPS of US$0.50, while trailing twelve month revenue reached US$4.7 billion and EPS came in at US$1.21. Over the last few quarters, revenue has moved from US$855.4 million in Q3 2024 to US$1.1 billion in Q4 2024, then to US$1.0 billion in Q1 2025, US$920.5 million in Q2 2025, and US$1.2 billion in Q3 2025, with quarterly EPS ranging from roughly flat at US$0.00 in Q2 2025 to US$0.50 in Q4 2025. With analysts...
NasdaqGS:SONO
NasdaqGS:SONOConsumer Durables

Sonos (SONO) Is Up 19.0% After Margin Gains And Buybacks Offset Flat Sales - Has The Bull Case Changed?

In early February 2026, Sonos reported fiscal first-quarter revenue of US$545.66 million with net income of US$93.8 million and completed a US$45.36 million share repurchase program covering 3,010,242 shares, or 2.5% of its stock, while also filing a US$139.10 million shelf registration tied to an employee stock plan. Alongside these financial moves, Sonos launched its installer-focused Amp Multi product and highlighted cost controls that lifted margins even as sales stayed roughly flat...
NasdaqGS:CCOI
NasdaqGS:CCOITelecom

Reassessing Cogent Communications (CCOI) Valuation After Recent Share Price Rebound

If you are wondering whether Cogent Communications Holdings is attractively priced or just a value trap, you are not alone. This article will focus squarely on what the current share price could mean for investors. The stock has returned 9.8% over the last 30 days and 17.8% year to date, although the 1 year return of 67.7% and 3 year return of 56.1% highlight that many holders will still be sitting on losses. Recent coverage around Cogent has centered on its position in the US telecom sector...
NYSE:BDC
NYSE:BDCElectronic

Is Belden (BDC) Finally Fairly Priced After Its Strong Recent Share Price Rally?

Wondering if Belden at around US$139.75 is priced for perfection or still offers room for value? This article will walk you through what the current market price might be implying. The stock has seen strong recent moves, with returns of 18.9% over 7 days, 23.5% over 30 days, 18.6% year to date, 21.6% over 1 year, 58.3% over 3 years and 212.3% over 5 years. Recent coverage of Belden has focused on its position in the technology and connectivity space and how investors are reacting to that...
NYSE:SITE
NYSE:SITETrade Distributors

Is It Too Late To Consider SiteOne (SITE) After Recent Share Price Gains?

If you are wondering whether SiteOne Landscape Supply is fairly priced at around US$150 a share, you are not alone. This article is here to unpack what that tag might really mean for you. The stock has recently recorded returns of 4.5% over 7 days, 16.3% over 30 days, 20.0% year to date and 12.7% over 1 year, with a much flatter 2.1% over 3 years and an 8.3% decline over 5 years. Recent market attention on SiteOne has been driven mainly by ongoing interest in building products and services...
NasdaqGS:CCB
NasdaqGS:CCBBanks

Does Coastal Financial (CCB) Have a Profitability Puzzle Behind Rising Net Interest Income?

Coastal Financial Corporation recently reported fourth-quarter 2025 results, with net interest income rising to US$79,370,000 from US$72,380,000 a year earlier, while net income eased to US$12,640,000 and diluted earnings per share from continuing operations slipped to US$0.82. The combination of higher net interest income but lower earnings per share highlights shifting profitability drivers within Coastal Financial’s business model during the quarter. We’ll now examine how the higher net...
NYSE:FLS
NYSE:FLSMachinery

Flowserve (FLS) One Off Loss Of US$551.6m Tests Bullish Earnings Growth Narrative

Flowserve (FLS) has wrapped up FY 2025 with fourth quarter revenue of US$1.2 billion and a basic EPS loss of US$0.23, while trailing 12 month figures show revenue of US$4.7 billion and basic EPS of US$2.66. Over recent quarters the company has seen revenue move from US$1.14 billion in Q1 2025 to US$1.22 billion in Q4 2025, with basic EPS ranging from US$0.56 in Q1 to US$1.69 in Q3 before the latest quarterly loss. This sets up a mixed picture for profitability and margins. See our full...
NasdaqCM:ABAT
NasdaqCM:ABATMetals and Mining

Did Earnings Progress and New EV-Savvy CFO Just Shift American Battery Technology's (ABAT) Investment Narrative?

American Battery Technology Company recently reported past second-quarter 2026 results showing sales rising to US$4.76 million and basic loss per share from continuing operations narrowing to US$0.07, while also filing a US$46.25 million shelf registration for 13,103,332 common shares related to its employee stock ownership plan. At the same time, the company announced leadership changes, including appointing experienced automotive and battery finance executive Alejandro Flores Arteaga as...
NYSE:EVR
NYSE:EVRCapital Markets

Did Record 2025 Results, Capital Returns, and EMEA Hire Just Shift Evercore's (EVR) Investment Narrative?

Evercore Inc. reported past fourth-quarter 2025 revenue of US$1,297.03 million and net income of US$203.95 million, capping a year in which full-year revenue rose to US$3.88 billion and net income reached US$591.92 million. The firm coupled these record results with a quarterly dividend of US$0.84 per share, share repurchases totaling 829,918 shares under its 2025 program, and the hiring of senior consumer banker Jonathan Dale to bolster its EMEA franchise. We’ll now examine how this...
NYSE:CI
NYSE:CIHealthcare

Cigna FTC Settlement Reshapes Express Scripts Model And Investor Outlook

Cigna Group (NYSE: CI) has reached a landmark settlement with the Federal Trade Commission affecting its Express Scripts pharmacy benefit operations. The agreement requires the company to eliminate spread pricing, increase fee and rebate transparency, relocate group purchasing activities to the U.S., and adopt new cost models for independent pharmacies. This settlement introduces binding changes to how Cigna structures and discloses elements of its pharmacy benefit management...
NYSE:UI
NYSE:UICommunications

Ubiquiti (UI) Earnings Surge And 29.9% Margin Intensify Debate On Non Cash Profit Quality

Ubiquiti (UI) has just posted Q2 2026 results with revenue of US$814.9 million and basic EPS of US$3.86, backed by trailing twelve month revenue of about US$3.0 billion and basic EPS of US$14.69 that reflect the recent earnings surge. The company has seen quarterly revenue move from US$599.9 million in Q2 2025 to US$814.9 million in Q2 2026, while quarterly basic EPS shifted from US$2.26 to US$3.86 over the same period. This sets up a story where the headline growth rates and a 29.9% net...
OTCPK:FMCC
OTCPK:FMCCDiversified Financial

A Look At Federal Home Loan Mortgage (OTCPK:FMCC) Valuation After Mortgage Rates Hit Multi Year Lows

Mortgage rate shift and what it could mean for Federal Home Loan Mortgage Federal Home Loan Mortgage (FMCC) has drawn fresh attention after its latest Primary Mortgage Market Survey showed the 30 year fixed-rate mortgage averaging 6.11%, described internally as the lowest level in years. See our latest analysis for Federal Home Loan Mortgage. Despite the mortgage survey pointing to improved affordability, Federal Home Loan Mortgage’s recent share price return has been weak, with a 30 day...
NasdaqGS:TFSL
NasdaqGS:TFSLBanks

TFS Financial (TFSL) Valuation Check After Recent Share Price Momentum

What recent performance says about TFS Financial TFS Financial (TFSL) has caught investor attention after a recent share price move, with the stock showing gains over the past week, month, and past 3 months that stand out within regional banking peers. The company reports annual revenue of US$327.371m and net income of US$89.338m. This gives investors concrete earnings to compare with its latest share price of US$14.92 and recent return profile. See our latest analysis for TFS...
NYSE:PRLB
NYSE:PRLBMachinery

Proto Labs (PRLB) Margin Improvement Tests Bullish High P/E Narrative

Proto Labs (PRLB) has wrapped up FY 2025 with Q4 revenue of US$136.5 million and basic EPS of US$0.25, capping off a year in which trailing twelve month revenue reached US$533.1 million and EPS came in at US$0.89. Over the past year, revenue has moved from US$500.9 million to US$533.1 million on a trailing basis while EPS shifted from US$0.66 to US$0.89, and quarterly revenue has stepped up from US$121.8 million in Q4 2024 to US$136.5 million in Q4 2025. For investors, the key storyline now...
NYSE:BBAI
NYSE:BBAIIT

A Look At BigBear.ai (BBAI) Valuation After Maqta Partnership And Share Authorization Vote

Why BigBear.ai’s latest moves matter for shareholders BigBear.ai Holdings (BBAI) has drawn fresh attention after its UAE arm partnered with Maqta Technologies to build AI customs and border solutions, while investors weigh an upcoming vote to double the company’s authorized share count. See our latest analysis for BigBear.ai Holdings. Despite the Maqta Technologies partnership and the Ask Sage acquisition in late 2025, BigBear.ai’s 1 year total shareholder return is about a 45% loss. The 30...