U.S. Semiconductors Stock News

NasdaqGS:EMBC
NasdaqGS:EMBCMedical Equipment

Embecta (EMBC) Margin Rebound And 4.4x P E Challenge Cautious Narratives

Embecta's Q1 2026 Earnings Snapshot Embecta (EMBC) opened its fiscal 2026 with Q1 revenue of US$261.2 million, basic EPS of US$0.75 and net income of US$44.1 million, providing a clear view of how its core diabetes-care franchise is tracking. The company reported quarterly revenue of US$261.9 million in Q1 2025 compared with US$261.2 million in Q1 2026, while basic EPS moved from US$0.25 in Q4 2024 to US$0.75 in the latest quarter, giving investors a new perspective on earnings power as...
NasdaqGS:UFPI
NasdaqGS:UFPIBuilding

Assessing UFP Industries (UFPI) Valuation As Profitability And Returns Face Ongoing Pressure

Why UFP Industries’ recent trends are back in focus UFP Industries (UFPI) is back under the microscope after ongoing declines in unit sales, earnings per share, and returns on capital over the past two years raised fresh questions about the durability of its profit drivers. See our latest analysis for UFP Industries. At a share price of $112.72, UFP Industries has seen strong recent momentum, with a 30 day share price return of 18.82% and a 90 day share price return of 22.52%. This comes even...
NasdaqGS:VICR
NasdaqGS:VICRElectrical

Vicor IP Rulings Highlight Shift Toward High Margin Licensing Model

Vicor (NasdaqGS:VICR) reports a surge in high margin IP licensing and royalty revenue following favorable International Trade Commission (ITC) rulings. The ITC outcomes support Vicor's efforts to monetize its power conversion intellectual property across a broader set of industry partners. These developments point to a potential inflection in Vicor's business model, with licensing now playing a larger role alongside product sales. For you as an investor, the key point is that Vicor is known...
NYSE:DCO
NYSE:DCOAerospace & Defense

A Look At Ducommun (DCO) Valuation After Strong Recent Share Price Momentum

Recent performance snapshot Ducommun (DCO) has drawn fresh attention after recent share price moves, with the stock last closing at $119.25. That puts the company’s recent 1 year and multi year total returns firmly in focus for investors. See our latest analysis for Ducommun. Those recent gains fit into a stronger trend, with a 30 day share price return of 18.02% and a 1 year total shareholder return of 78.71% pointing to building momentum rather than a short lived bounce. If Ducommun’s move...
NasdaqGS:EWBC
NasdaqGS:EWBCBanks

Is It Time To Reconsider East West Bancorp (EWBC) After Strong Multi Year Share Gains

If you are wondering whether East West Bancorp is offering fair value at its current share price, this breakdown will help you connect the recent share performance with what the fundamentals suggest. The stock last closed at US$118.46, with returns of 3.5% over the past 7 days, 0.7% over 30 days, 3.0% year to date, 19.1% over 1 year, 65.5% over 3 years, and 103.0% over 5 years. This naturally raises questions about what is already reflected in the price. Recent news coverage around US...
NasdaqGS:PODD
NasdaqGS:PODDMedical Equipment

Insulet Expands Omnipod Ecosystem As Shares Trade Below Analyst Targets

Insulet has launched its Omnipod 5 Automated Insulin Delivery System in selected Middle Eastern markets. The company also introduced Omnipod Discover, a new data and analytics platform for diabetes management. Both products expand Insulet's global footprint and broaden its connected product ecosystem around Omnipod. Insulet, traded as NasdaqGS:PODD, is adding fresh product news at a time when its share price is $243.15. The stock has seen a 17.4% decline over the past 30 days and a 15.5%...
NasdaqGM:SMMT
NasdaqGM:SMMTBiotechs

Is Summit Therapeutics (SMMT) Pricing In Too Much Hope After Recent Share Price Swings?

If you are wondering whether Summit Therapeutics at around US$13.85 is pricing in too much hope or not enough, you are in the right place for a clear look at what the market might be implying about its value. The share price has seen sharp swings, with a 10.1% decline over the past week, a 25.8% decline over the past month, a 20.9% decline year to date, yet a very large gain over three years and an 87.9% gain over five years. These moves have come as Summit Therapeutics continues to attract...
NasdaqGS:NXT
NasdaqGS:NXTElectrical

Is It Too Late To Consider Nextpower (NXT) After A 140% One Year Surge?

Investors wondering whether Nextpower is still fairly priced after a strong run, or if the share price has moved ahead of the underlying value, will find that this article focuses squarely on what the current valuation might be indicating. The stock recently closed at US$114.44, with a 30 day return of 25.1% and a 1 year return of 140.4%. Over the last 7 days, however, the share price has pulled back 5.5%, which may reflect some reassessment of risk or profit taking after a 23.3% year to...
NasdaqGM:INOD
NasdaqGM:INODProfessional Services

Innodata Palantir AI Deal Tests Valuation And Growth Expectations

Innodata (NasdaqGM:INOD) has entered into a partnership with Palantir to provide specialized data engineering and annotation for advanced AI projects. The collaboration focuses on complex, real world use cases, including video annotation and multimodal generative AI workflows for performance analytics in ride event analysis. The agreement positions Innodata as a key data partner for high stakes AI deployments where quality, security and domain specific workflows are central...
NYSE:LEA
NYSE:LEAAuto Components

Is Lear (LEA) Still Attractively Priced After Its Strong One Year Share Price Run?

If you are wondering whether Lear’s current share price really reflects its underlying value, you are not alone. This article is designed to help you frame that question clearly. Lear’s share price recently closed at US$136.05, with returns of 12.8% over the last 7 days, 10.2% over 30 days, 14.7% year to date, 48.3% over 1 year, 6.6% over 3 years, and a 5.1% decline over 5 years. Recent attention on Lear has been shaped by company updates and sector headlines that have put auto related...
NYSE:MET
NYSE:METInsurance

Is MetLife (MET) Pricing Look Attractive After Recent Share Price Pullback

If you are wondering whether MetLife's current share price reflects its true worth, you are not alone. That is exactly what this valuation focused review aims to unpack. MetLife recently closed at US$75.32, with returns of 3.7% decline over 7 days, 7.2% decline over 30 days, 6.2% decline year to date and 7.3% decline over 1 year, compared with longer term returns of 16.8% over 3 years and 58.5% over 5 years. Recent attention around MetLife has centered on its position as a large, established...
NYSE:CTVA
NYSE:CTVAChemicals

Corteva Resets With Bayer Deal And Seed Spin Off Plans

Corteva (NYSE:CTVA) has reached a comprehensive settlement with Bayer that resolves all "freedom to operate" litigation between the two companies. The agreement is expected to support Corteva's corn licensing activities and open a path into the cotton licensing market. Separately, Corteva is moving ahead with a planned separation of its seed operations into a standalone company. The spin off may include relocating the new seed company headquarters to Iowa, with implications for regional...
NasdaqGS:APLS
NasdaqGS:APLSBiotechs

A Look At Apellis Pharmaceuticals (APLS) Valuation After Recent S&P Index Additions

Apellis Pharmaceuticals (APLS) has just been added to the S&P 1000, S&P 600, S&P 600 Health Care Sector, and S&P Composite 1500, a shift that can influence trading as index trackers rebalance. See our latest analysis for Apellis Pharmaceuticals. Those index additions come after a mixed share price run, with a 90 day share price return of 17.13% contrasting with a year to date share price decline of 12.76% and a 1 year total shareholder return decline of 25.30%. This suggests recent momentum...
NasdaqGS:MORN
NasdaqGS:MORNCapital Markets

Morningstar (MORN) Valuation Check As New Private Markets Indexes Draw Fresh Investor Attention

Morningstar’s new private markets indexes Morningstar (MORN) is drawing fresh attention after working with PitchBook to launch indexes that track semiliquid funds investing in private markets, giving investors a new reference point for these vehicles. See our latest analysis for Morningstar. The index launch comes at a time when Morningstar’s share price has been under pressure, with a 7 day share price return of 16.25% and a 30 day share price return of 20.82%. At the same time, the 1 year...
NYSE:RRX
NYSE:RRXElectrical

Regal Rexnord (RRX) Margin Rebound Tests Rich P/E And Bullish Narratives

Regal Rexnord (RRX) has wrapped up FY 2025 with fourth quarter revenue of US$1.5 billion and basic EPS of US$0.96, alongside trailing twelve month revenue of US$5.9 billion and EPS of US$4.22 that sit against a 42.5% year over year earnings lift and a 23.4% earnings growth forecast over the next three years. Over recent periods the company has seen quarterly revenue move from US$1,461.1 million in Q4 FY 2024 to US$1,523.2 million in Q4 FY 2025, while basic EPS shifted from US$0.62 to US$0.96,...
NYSE:RL
NYSE:RLLuxury

Ralph Lauren Lifts Outlook As Digital Push Reshapes Growth And Risk Profile

Ralph Lauren (NYSE:RL) reported strong third quarter results, with broad-based performance across regions and product categories. The company raised its full-year outlook, reflecting confidence in current business trends. Management highlighted rapid adoption of advanced digital initiatives, including AI-powered shopping tools, and growth in new consumers and digital engagement. For investors watching Ralph Lauren at a share price of $338.66, the recent update comes after a mixed stretch,...
NYSE:PBI
NYSE:PBICommercial Services

Assessing Pitney Bowes (PBI) Valuation After Strong Recent Shareholder Returns

Why Pitney Bowes is on investors’ radar now Pitney Bowes (PBI) has drawn fresh attention after recent trading, with the share price around $10.58 and returns over the past 3 months and year standing out against its longer term record. See our latest analysis for Pitney Bowes. Recent trading has added to that focus, with a 90 day share price return of 12.20% and a 1 year total shareholder return of 25.87%. The 3 year total shareholder return of about 19x also stands out against its longer...
NYSE:PD
NYSE:PDSoftware

A Look At PagerDuty’s Valuation After AI Driven Software Sell Off And Institutional Rotation

AI driven software sell off hits PagerDuty A sector wide pullback in software tied to concerns about artificial intelligence has hit PagerDuty (PD), with institutional investors rotating away from traditional SaaS names and the stock recently dropping 12.1% in a single session. PagerDuty is now down 28.3% this year, with shares trading near US$7.90. This move has sharply reset expectations around the company and put renewed focus on its role in modern digital operations. See our latest...
NYSE:SXI
NYSE:SXIMachinery

Will Standex's (SXI) Strong Q2, Dividend Hike and Buybacks Shift Its 2026 Outlook Narrative?

Standex International Corporation recently reported higher second-quarter fiscal 2026 sales of US$221.32 million and increased net income, reaffirmed its full-year 2026 revenue growth outlook of over US$110 million, completed a multi-year US$76.42 million share repurchase program, and announced a 6.3% higher quarterly dividend of US$0.34 per share. The company is emphasizing growth in fast-growth end markets such as aerospace, defense, and Grid, while investing in new capacity across...
NasdaqGS:SSNC
NasdaqGS:SSNCProfessional Services

Can SS&C Technologies (SSNC) Turn Rising Revenue and New Mandates Into Durable Earnings Power?

SS&C Technologies Holdings, Inc. has reported its fourth-quarter 2025 results, with revenue rising to US$1,653.5 million while net income and earnings per share from continuing operations declined versus the prior year, alongside fresh client wins with Allspring Global Investments, Saltus and Rareview Capital across transfer agency and wealth/ETF platforms. The combination of stronger top-line performance and expanded long-term client relationships highlights how SS&C is deepening its role...
NYSE:GEV
NYSE:GEVElectrical

Is It Too Late To Consider GE Vernova (GEV) After A 97% One-Year Surge?

If you are wondering whether GE Vernova’s share price still reflects fair value after its recent run, this article walks through what the numbers are actually saying about the stock. The shares last closed at US$737.53, with returns of 2.8% over the past week, 7.5% over the past month, 8.5% year to date, and 97.2% over the past year, which has naturally raised questions about how much future upside or risk is already priced in. Recent coverage has focused on GE Vernova’s role within the...
NYSE:PRI
NYSE:PRIInsurance

Primerica (PRI) Valuation Check After Recent Share Price Momentum And Long Term Return Profile

What Primerica’s recent performance numbers tell you Primerica (PRI) has drawn attention after recent share price moves, with the stock showing a return of 0.8% over the past day, about 3.7% over the past week, and 4.1% over the past month. Over longer periods, Primerica’s reported total returns are 7.5% for the past 3 months, 5.0% year to date, and a 6.9% decline over the past year, alongside multi year total returns that are described as very large. See our latest analysis for Primerica. At...
NasdaqGM:PAHC
NasdaqGM:PAHCPharmaceuticals

Phibro Animal Health (PAHC) Margin Rebound And EPS Surge Test Cautious Growth Narratives

Phibro Animal Health Q2 2026 earnings snapshot Phibro Animal Health (PAHC) just posted Q2 2026 results with revenue of US$373.9 million and basic EPS of US$0.68, while trailing twelve month figures stand at US$1.5 billion in revenue and basic EPS of US$2.27. The company has seen quarterly revenue move from US$309.3 million in Q2 2025 to US$373.9 million in Q2 2026, with basic EPS shifting from US$0.08 to US$0.68 over the same period. This sets up a scenario where investors may weigh these...
NasdaqCM:LTRX
NasdaqCM:LTRXCommunications

Lantronix (LTRX) Loss Narrows To US$1.3 Million And Tests Bullish Operating Leverage Narrative

Lantronix (LTRX) has just posted Q2 2026 results with revenue of about US$29.8 million and a basic EPS loss of roughly US$0.03, alongside trailing twelve month figures showing US$116.9 million in revenue and a basic EPS loss of about US$0.24. Over recent quarters the company has seen revenue move between US$28.5 million and US$34.4 million, while quarterly basic EPS has ranged from a loss of roughly US$0.10 to a loss of about US$0.03. This keeps the focus firmly on how efficiently each dollar...