U.S. Semiconductors Stock News

NasdaqGS:ODFL
NasdaqGS:ODFLTransportation

Does Old Dominion Freight Line's (ODFL) Rich Payout Amid Softer Freight Demand Reveal Its True Priorities?

Old Dominion Freight Line’s recent fourth-quarter and full-year 2025 results showed lower revenue and net income as softer freight demand reduced LTL tonnage, even as the company continued to emphasize cost control and service quality. Despite these declines, the board approved a 3.6% dividend increase to US$0.29 per share and the company completed a multi-year buyback of 9,892,506 shares for US$1.78 billion, signaling ongoing capital returns to shareholders. We’ll now examine how the...
NYSE:UNM
NYSE:UNMInsurance

Unum Group Q4 Margin Compression Challenges Bullish Earnings Growth Narratives

Unum Group (UNM) has just wrapped up FY 2025 with Q4 revenue of US$3.2b and basic EPS of US$1.04, alongside net income of US$174.1m, setting the tone for a year where trailing 12 month revenue reached US$13.1b and EPS came in at US$4.28. Over recent quarters, revenue has held in a tight band between US$3.1b and US$3.4b while quarterly EPS has ranged from US$0.23 to US$1.93, giving investors a clear view of how earnings have tracked against a relatively steady top line. With the trailing net...
NYSE:THR
NYSE:THRElectrical

Thermon Group Holdings Q3 Margin Strength Reinforces Bullish Narratives On Profitability

Thermon Group Holdings (THR) has put up a solid Q3 2026 print, with revenue of US$147.3 million, basic EPS of US$0.56 and net income of US$18.3 million setting the tone for its latest update. The company has seen quarterly revenue move from US$114.6 million in Q2 2025 to US$134.4 million in Q3 2025 and then to US$147.3 million in Q3 2026, while EPS tracked from US$0.28 to US$0.55 and now US$0.56, which gives you a clear sense of how the top and bottom line have been scaling together. With...
NYSE:GEL
NYSE:GELOil and Gas

How Genesis Energy’s Offshore Pivot and Deleveraging Drive a New Cash-Flow Playbook for GEL Investors

Genesis Energy, L.P. has been reshaping its business since divesting its soda ash operations in Q2 2025 and completing a heavy offshore pipeline capital spending phase, refocusing on its core midstream assets. This shift toward long-term, high-utilization offshore pipeline contracts, alongside management’s emphasis on reducing debt and preferred equity, marks a meaningful change in how the partnership intends to generate and allocate cash over time. Next, we’ll examine how Genesis Energy’s...
NYSE:DKL
NYSE:DKLOil and Gas

Assessing Delek Logistics Partners (DKL) Valuation After Its New Quarterly Cash Distribution Announcement

Dividend announcement and key details Delek Logistics Partners (DKL) has declared a fourth quarter 2025 cash distribution of $1.125 per common limited partner unit, or $4.50 on an annualized basis, drawing fresh attention to its income profile. The distribution is scheduled to be paid on February 12, 2026, to unitholders of record as of February 5, 2026. This date also serves as the ex dividend date for the $1.125 cash payout. See our latest analysis for Delek Logistics Partners. The new...
NasdaqGS:ONC
NasdaqGS:ONCBiotechs

Assessing BeOne Medicines (ONC) Valuation After Analyst Support And Extended Oncology Collaboration

BeOne Medicines (ONC) is back in focus after InSysBio extended its collaboration with the company to apply mechanistic translational modeling, aimed at refining dose selection and clinical study design in oncology programs. See our latest analysis for BeOne Medicines. That extended collaboration and a run of supportive analyst commentary have come alongside firm share price momentum. A 1 month share price return of 6.01% and a 1 year total shareholder return of 58.35% signal strong recent...
NasdaqGM:STRT
NasdaqGM:STRTAuto Components

Strattec Security (STRT) Margin Improvement And 68.1% Earnings Growth Test Cautious Narratives

Strattec Security (STRT) opened its Q2 2026 scorecard with revenue of US$137.5 million and basic EPS of US$1.21, while trailing twelve month revenue stood at US$586.0 million and EPS at US$6.70, setting a clear earnings baseline for investors. Over recent quarters, the company has seen revenue move from US$129.9 million and EPS of US$0.33 in Q2 2025 to US$137.5 million and EPS of US$1.21 in Q2 2026, with intermediate quarters at US$144.1 million, US$152.0 million and US$152.4 million helping...
NasdaqGS:LQDT
NasdaqGS:LQDTCommercial Services

Liquidity Services (LQDT) Q1 EPS Stability Tests Bullish Earnings Growth Narrative

Liquidity Services (LQDT) opened Q1 2026 with revenue of about US$121.2 million and basic EPS of US$0.24, setting the tone with headline numbers that build on its recent earnings progress. Over the past five reported quarters, the company has seen revenue move between roughly US$106.9 million and US$122.3 million, while quarterly basic EPS ranged from about US$0.19 to US$0.25, with trailing twelve month EPS at roughly US$0.96. That backdrop of steady topline and earnings, alongside an...
NYSE:SPH
NYSE:SPHGas Utilities

Suburban Propane Partners (SPH) Margin Strength And EPS Jump Test Bearish Interest Coverage Concerns

Earnings snapshot and context Suburban Propane Partners (SPH) opened fiscal Q1 2026 with revenue of US$370.4 million and basic EPS of US$0.69, putting fresh numbers on the table for investors tracking its income focused story. The company has seen revenue move from US$373.3 million in Q1 2025 to US$370.4 million in Q1 2026, while basic EPS shifted from US$0.30 to US$0.69 over the same period, with trailing twelve month EPS at US$2.03 on revenue of about US$1.4 billion. Overall, the latest...
NYSE:SLGN
NYSE:SLGNPackaging

Is Silgan (SLGN) Quietly Rewriting Its Story Around High-Value Closures After Mixed 2025 Results?

Silgan Holdings Inc. has reported its fourth-quarter and full-year 2025 results, with quarterly sales rising to US$1,468.6 million but net income falling to US$18.2 million, while full-year sales increased to US$6.48 billion and net income edged up to US$288.4 million. Beneath the headline numbers, Silgan’s adjusted earnings, strong cash generation, and the successful integration of recent packaging acquisitions underscore growing importance of its higher-value dispensing and specialty...
NYSE:LADR
NYSE:LADRMortgage REITs

Ladder Capital (LADR) Net Margin Compression Tests Bullish Growth Narratives

Ladder Capital (LADR) has wrapped up FY 2025 with fourth quarter total revenue of US$50.5 million and basic EPS of US$0.13, capping a year in which quarterly revenue ranged from US$51.0 million to US$57.6 million and EPS moved between US$0.09 and US$0.15. Over the past six reported quarters, total revenue has stayed in a band of roughly US$50 million to US$68.6 million while basic EPS has moved between US$0.09 and US$0.25, giving investors a clear view of how earnings have tracked alongside a...
NasdaqGM:VERX
NasdaqGM:VERXSoftware

Vertex (VERX) Valuation Check After New U.S. Sales Tax Complexity Report

Vertex (VERX) is back in focus after publishing its 2025 End-of-Year U.S. Sales Tax Rates and Rules Report, highlighting record sales tax changes across more than 12,000 jurisdictions and a rare increase in average state rates. See our latest analysis for Vertex. The report lands after a volatile stretch for Vertex, with a 1-day share price return of 5.22% to US$15.73 coming against a 30-day share price return of 21.27% and a 1-year total shareholder return of 72.31%. Overall, short term...
NYSE:PCOR
NYSE:PCORSoftware

A Look At Procore Technologies (PCOR) Valuation After FedRAMP Approval And Datagrid AI Acquisition

Procore Technologies (PCOR) has put fresh attention on its stock after its Procore for Government platform received FedRAMP Moderate Authorization and the company acquired Datagrid to deepen its AI capabilities in construction software. See our latest analysis for Procore Technologies. Despite the FedRAMP approval and the Datagrid acquisition, Procore's recent share price performance has been weak, with a 30 day share price return of a 31.27% decline and a 1 year total shareholder return of a...
NYSE:SGI
NYSE:SGIConsumer Durables

Somnigroup Investor Day To Link Growth Targets With Rich Valuation

Somnigroup International (NYSE:SGI) has announced an upcoming Investor Day event. Executive management is expected to outline the company’s vision, growth initiatives, and multi year financial targets. The event is aimed at providing greater clarity on strategy and capital allocation for shareholders and potential investors. Somnigroup International, trading at $96.32, has drawn attention with a 50.7% return over the past year and 211.8% over the past five years. In the shorter term, the...
NYSE:WEX
NYSE:WEXDiversified Financial

How Investors May Respond To WEX (WEX) Q4 Beat Paired With Cautious 2026 Revenue Guidance

WEX Inc. has already reported fourth-quarter 2025 results, with revenue rising to US$672.9 million and net income to US$84.3 million, while issuing 2026 revenue guidance of US$2.70 billion to US$2.76 billion and first-quarter 2026 guidance of US$650 million to US$670 million. The company’s Benefits and Corporate Payments segments helped drive the earnings beat, but management’s 2026 outlook was restrained, reflecting expectations for lower U.S. retail fuel prices. We’ll now examine how this...
NasdaqGS:VRSN
NasdaqGS:VRSNIT

VeriSign (VRSN) Margin Near 50% Reinforces Steady Compounder Narrative Despite Valuation Debate

VeriSign (VRSN) has just closed out FY 2025 with fourth quarter revenue of US$425.3 million and basic EPS of US$2.23, rounding out a year in which trailing twelve month revenue came in at US$1.66 billion and EPS at US$8.83. Over the past six quarters, revenue has moved from US$390.6 million in Q3 2024 to US$425.3 million in Q4 2025, while quarterly basic EPS has ranged between US$2.00 and US$2.28, setting the backdrop for trailing net income of US$825.7 million. With net margins staying high...
NYSE:USPH
NYSE:USPHHealthcare

Is U.S. Physical Therapy (USPH) Pricing Offer An Opportunity After Recent Share Price Weakness

If you are wondering whether U.S. Physical Therapy is fairly priced or offering room for value, this article is designed to walk you through what the current numbers suggest. The share price recently closed at US$85.58, with returns of 2.0% over 7 days, 7.7% over 30 days, 8.5% year to date, 0.6% over 1 year, a 7.5% decline over 3 years, and a 32.5% decline over 5 years. These mixed return figures sit against a backdrop of ongoing interest in outpatient physical therapy providers in the U.S...
NYSE:PK
NYSE:PKHotel and Resort REITs

A Look At Park Hotels & Resorts (PK) Valuation After Fresh Analyst Calls And Portfolio Refocus

Recent analyst reports on Park Hotels & Resorts (PK) arrived almost back to back, with JP Morgan, Barclays and Truist Securities outlining contrasting views as the company refocuses on domestic assets and refinances upcoming debt. See our latest analysis for Park Hotels & Resorts. The recent 3.2% 1-day and 8.2% 30-day share price returns suggest short term momentum is picking up, even though the 1-year total shareholder return of a 4.1% decline and 5-year total shareholder return of a 16.8%...
NYSE:WT
NYSE:WTCapital Markets

WisdomTree Links Tokenized Funds And Valuation Debate With Solana Move

WisdomTree (NYSE:WT) is expanding its blockchain efforts with regulated tokenized funds now launched on the Solana network. The company is positioning tokenized assets and digital infrastructure as a core part of its business model, beyond traditional ETFs. These moves extend its earlier work in digital assets into a broader push to integrate blockchain with mainstream financial services. For you as an investor, this matters because WisdomTree is not just an ETF issuer anymore; it is...
NasdaqGS:NATH
NasdaqGS:NATHHospitality

Nathan’s Famous (NATH) Margin Compression Challenges Bullish Long Term Earnings Narrative

Nathan's Famous (NATH) has reported Q3 2026 revenue of US$34.3 million with basic EPS of US$0.75, putting the latest quarter against a year when trailing twelve month EPS stands at US$5.24 on revenue of US$157.8 million. Over the past few quarters, the company has seen revenue range from US$30.8 million to US$47.0 million, while basic EPS has moved between roughly US$0.75 and US$2.18, giving investors a clear view of how earnings track against the top line. With a net profit margin of 13.6%...
NasdaqGM:TTD
NasdaqGM:TTDMedia

Trade Desk (TTD) Is Down 10.8% After CFO Exit And Xumo Deal - Has The Bull Case Changed?

In late January 2026, The Trade Desk appointed long-time insider Tahnil Davis as interim CFO after Alexander Kayyal’s brief five‑month tenure, while partner Xumo announced new advertiser access to its more than 60 million monthly active streaming users via The Trade Desk’s OpenPath connection through FreeWheel. Together, the abrupt finance leadership change and Xumo’s move to simplify direct access to connected TV inventory highlight the tension between governance stability and product reach...
NasdaqGS:MZTI
NasdaqGS:MZTIFood

Marzetti (MZTI) Valuation Check After Recent Pullback And Mixed Undervaluation Signals

Recent trading context for Marzetti Marzetti (MZTI) has caught investor attention after a recent stretch of mixed returns, with the share price roughly flat over the past day but negative over the past week, month, and past 3 months. See our latest analysis for Marzetti. Zooming out, Marzetti’s share price has slipped over the past week, month and quarter, and its 1 year total shareholder return of 16.18% decline points to pressure building over a longer stretch. This may reflect shifting...
OTCPK:AAGF.F
OTCPK:AAGF.FMetals and Mining

Assessing Aftermath Silver (OTCPK:AAGF.F) Valuation After New Leadership Hires And Project De Risking

Aftermath Silver (OTCPK:AAGF.F) has reshaped its senior team by appointing veteran mining engineer Danny Keating as chief operating officer and moving Michael Parker into a focused technical director role across its Peru and Chile projects. See our latest analysis for Aftermath Silver. At a share price of $0.739, Aftermath Silver has seen a 7.93% 1 day share price return and a 47.80% 90 day share price return. Its 1 year total shareholder return of 99.08% and 3 year total shareholder return...
NasdaqGM:RGCO
NasdaqGM:RGCOGas Utilities

RGC Resources (RGCO) Margin Slippage In Q1 2026 Tests Bullish Growth Narratives

RGC Resources (RGCO) opened Q1 2026 with revenue of US$30.3 million and basic EPS of US$0.48, alongside trailing twelve month EPS of US$1.25 that sits against a 7.3% earnings growth rate over the last year. The company has seen revenue move from US$27.3 million in Q1 2025 to US$30.3 million in Q1 2026, while quarterly EPS went from US$0.51 to US$0.48 over the same period, set against a trailing twelve month net profit margin of 13.1% compared with 13.7% a year earlier. Overall, the release...