U.S. Semiconductors Stock News

Earnings momentum and guidance behind the latest interest in Viavi Solutions Viavi Solutions (VIAV) has moved into focus after its recent earnings report, where management highlighted revenue contributions from data center and aerospace and defense customers, along with guidance calling for third quarter net revenue of US$386 million to US$400 million. See our latest analysis for Viavi Solutions. Those earnings and the guidance appear to have shifted sentiment quickly, with the share price at...

If you are wondering whether Cleveland-Cliffs is priced attractively right now, this article walks you through what the current share price might be implying about the company. The stock recently closed at US$14.73, with returns of 7.0% over 7 days, 22.3% over 30 days, 8.3% year to date and 46.7% over 1 year. The 3 year and 5 year returns stand at 26.1% and 11.3% declines respectively. These moves sit against a broader backdrop where investors continue to reassess US steel and iron ore...

If you are looking at United States Antimony and wondering whether the recent excitement lines up with its underlying value, you are not alone. The stock closed at US$8.61 recently, with returns of 17.5% over 7 days, 9.8% over 30 days, 45.2% year to date and 367.9% over 1 year, while the 3 year return is very large and the 5 year return stands at 441.5%. These moves have put the company back on the radar for investors who track materials and specialty metals stocks, especially given its...

If you are wondering whether Select Medical Holdings is attractively priced today or if the current level already reflects its potential value, this article walks you through what the numbers are really saying about the stock. The share price most recently closed at US$15.69, with returns of 4.3% over 7 days, 3.2% over 30 days, 5.9% year to date, 6.4% over 3 years and 15.9% over 5 years, while the 1 year return of a 15.2% decline shows that shorter term sentiment has been weaker. Recent news...

Fair Isaac (NYSE:FICO) has entered a major global partnership with Tech Mahindra to expand AI powered decisioning solutions for BFSI clients worldwide. The partners are setting up a new Centre of Excellence to support deployment of Fair Isaac's platform and build industry specific use cases beyond traditional banking. The collaboration is aimed at helping financial institutions and other enterprises adopt AI driven decision tools at scale. Fair Isaac comes into this announcement with a...

Criteo (CRTO) has launched its Agentic Commerce Recommendation Service, a new AI driven tool that connects shopping assistants and retailer chatbots to merchant inventory using real shopping behavior and transactional data. See our latest analysis for Criteo. For shareholders, the picture is mixed, with a 1-day share price return of 1.59%, a year-to-date share price return decline of 4.24%, and a 1-year total shareholder return decline of 57.82%. This suggests momentum has been fading even as...

Expedia Group (EXPE) has been back in focus after a strong third quarter, featuring record Q3 revenue, a B2B segment with its 17th straight quarter of double-digit growth, and an expanded Buy Now, Pay Later partnership with Affirm. See our latest analysis for Expedia Group. Despite the positive third quarter and new partnerships, the share price has pulled back recently, with a 30 day share price return of a 20.30% decline and a year to date share price return of a 16.29% decline, while...

RXO (RXO) closed out FY 2025 with Q4 revenue of US$1.5b, a basic EPS loss of US$0.27 and net income loss of US$46m. This sits against a trailing twelve month picture of US$5.7b in revenue, a basic EPS loss of US$0.59 and a net income loss of US$100m. The company reported quarterly revenue in a tight band between US$1.4b and US$1.5b through FY 2025, while quarterly EPS losses ranged from US$0.05 to US$0.27 and net income losses moved between US$9m and US$46m. Altogether, these results point to...

Why BrightSpring Health Services (BTSG) Is Back on Investor Screens BrightSpring Health Services (BTSG) has jumped into focus after a mix of upbeat analyst actions, stronger quarterly results, and multi year growth in revenue and earnings per share attracted fresh investor attention. See our latest analysis for BrightSpring Health Services. At a share price of $39.68, BrightSpring’s recent gains include a 3.44% 1 day share price return and a 19.73% 90 day share price return, while the 1 year...

Himax Technologies (HIMX) is back in focus after its HX85200 on-cell OLED touch controller IC won designs with multiple global IT brands, with mass production scheduled to start in the first quarter of 2026. See our latest analysis for Himax Technologies. Despite the product win, Himax Technologies’ latest share price of US$7.91 comes after a 1-day share price return of 4.22%, but a year to date share price return decline of 7.27% and a 1-year total shareholder return decline of 13.71%. This...

In early February 2026, Circle Internet Group announced a partnership with Polymarket under which Polymarket will migrate from bridged USDC.e on Polygon to native USDC, while Hecto Financial separately integrated Circle Payments Network to power cross‑border payments with regulated stablecoins such as USDC and EURC. Together, these moves highlight how Circle’s regulated stablecoins and settlement infrastructure are being woven into both onchain prediction markets and traditional-style...

Compass (COMP) is back in focus after its shares fell, even as management described the start of the new financial year as strong. This has raised fresh questions about what the current price already reflects. See our latest analysis for Compass. At a share price of $12.27, Compass has seen a 43.5% 3 month share price return and a 64.5% 1 year total shareholder return. This suggests sentiment has strengthened despite the recent pullback after its strong year opening update. If Compass’s move...

QuinStreet (QNST) has just posted Q2 2026 results with revenue of US$287.8 million and basic EPS of US$0.88, putting a spotlight on how its top and bottom lines are tracking after a year of swinging into profitability on a trailing basis. The company has seen quarterly revenue move from US$282.6 million in Q2 2025 to US$287.8 million in Q2 2026, while basic EPS has shifted from a US$0.03 loss to US$0.88 over the same period, giving investors a clearer view of how margins are now flowing...

Serve Robotics (SERV) has drawn fresh attention after recent trading, with the stock up about 16% over the past day, modestly higher over the past week, yet showing declines over the month and the past 3 months. See our latest analysis for Serve Robotics. The latest 16.2% 1 day share price return at a share price of $10.675 contrasts with a 30 day share price return of a 20.8% decline and a 1 year total shareholder return of a 45.2% decline, suggesting recent momentum is picking up after a...

Simon Property Group (NYSE:SPG) has authorized a $2b share repurchase program. Veteran real estate executive Martin J. Cicco has been appointed to the company’s Board of Directors. The company has launched a $250m redevelopment initiative for three premier retail properties acquired from Taubman Realty Group. Simon Property Group enters these moves with its shares at $199.6 and a track record of strong multi year returns, including 16.6% over the past year and 138.3% over five years. Recent...

BioCryst Pharmaceuticals (NasdaqGS:BCRX) granted inducement stock options and restricted stock units to 24 newly hired employees. The equity awards are part of the company’s talent acquisition and retention program and were approved in connection with these hires. BioCryst focuses on treatments for rare diseases and infectious conditions, areas that often require specialized expertise and long development cycles. Bringing in 24 new employees with equity incentives indicates that the company...

AptarGroup’s FY 2025 Earnings Set Against Easing Growth Momentum AptarGroup (ATR) closed FY 2025 with fourth quarter revenue of US$962.7 million and basic EPS of US$1.14, compared with US$848.1 million and EPS of US$1.52 in the same quarter a year earlier. Trailing twelve month EPS for Q4 stood at US$5.97 on revenue of US$3.8 billion. Over the last 12 months, earnings growth of 4.9% sat below the 13.3% five year pace and came alongside a net profit margin of 10.4% versus 10.5% the prior year...

Under Armour (UAA) has just posted Q3 2026 results with revenue of US$1.3 billion and a basic EPS loss of US$1.01, as the company continues to work through an unprofitable stretch. Over recent quarters, revenue has moved between US$1.1 billion and US$1.4 billion, while basic EPS has ranged from a small profit of roughly zero to a loss of just over US$1.01. This has prompted investors to focus less on top line stability and more on how quickly margins can be repaired from here. See our full...

Skyworks Solutions (SWKS) Q1 2026 earnings snapshot Skyworks Solutions (SWKS) opened fiscal Q1 2026 with revenue of US$1.0 billion and basic EPS of US$0.53, alongside net income of US$79.2 million, setting a measured tone for the new financial year. The company has seen quarterly revenue move from US$1.03 billion in Q4 2024 to US$1.10 billion in Q4 2025 and then to US$1.04 billion in Q1 2026, while EPS has ranged from US$0.38 in Q4 2024 to US$1.01 in Q1 2025 and US$0.53 in the latest quarter...

In recent months, MercadoLibre has doubled down on long-term growth by lowering free shipping thresholds in Brazil and driving higher user activity, while institutional investors such as C WorldWide Group increased their holdings and others, including Aubrey Capital Management, exited positions entirely. This combination of an aggressive reinvestment push in its core e-commerce ecosystem and sharply mixed institutional flows underlines how polarized market views on MercadoLibre’s growth path...

Fluor (FLR) is back on many watchlists after attention around its large construction backlog, and that interest now coincides with a governance shift as the company appoints a new Chief Accounting Officer. See our latest analysis for Fluor. Fluor’s recent governance change and focus on a large construction backlog come as the share price trades at $46.92, with a 1 day share price return of 4.34% and a 1 year total shareholder return decline of 4.90%, alongside a 5 year total shareholder...

A. O. Smith reported its fourth-quarter and full-year 2025 results in the past, with sales holding roughly steady at US$912.5 million for the quarter and US$3.83 billion for the year, while net income and diluted EPS from continuing operations increased year over year. The company paired this profit-focused performance with 2026 guidance calling for up to US$4.02 billion in net sales and US$4.15 in EPS, and continued a long-running buyback that has retired over a third of its shares since...

Clear Channel Outdoor Holdings (CCO) has caught investor attention recently, with the stock moving alongside fresh interest in its out of home advertising business as well as its digital and data focused RADAR solutions. See our latest analysis for Clear Channel Outdoor Holdings. The stock is trading at US$2.17 after a 4.83% 1 day share price return and a 15.43% 90 day share price return. The 1 year total shareholder return of 59.56% points to building momentum rather than fading interest. If...

Dividend and earnings events bring BorgWarner (BWA) into focus BorgWarner (BWA) has moved into the spotlight after its board declared a quarterly dividend of $0.17 per share, alongside rising interest in the company’s upcoming February 11 earnings webcast. See our latest analysis for BorgWarner. The latest quarterly dividend news and anticipation around the February 11 earnings webcast come as BorgWarner’s share price shows firm momentum, with a 10.1% 30 day share price return, a 16.3% 90 day...