U.S. Semiconductors Stock News

NYSE:VTR
NYSE:VTRHealth Care REITs

Ventas (VTR) FFO Run Rate Tests Bullish Growth Narratives After FY 2025 Earnings

Ventas (VTR) just posted its FY 2025 numbers with Q4 revenue of US$1.6 billion and basic EPS of US$0.15, while Q3 revenue was US$1.5 billion with basic EPS of US$0.14, setting a clear top line and per share earnings run rate for the year. Over the recent periods, reported revenue has moved from US$1.3 billion in Q1 2025 through US$1.4 billion in Q2 and US$1.5 billion in Q3 to US$1.6 billion in Q4, alongside basic EPS readings of US$0.11, US$0.15, US$0.14 and US$0.15, giving investors a clean...
NYSE:LION
NYSE:LIONEntertainment

Lionsgate Studios (LION) Q3 Loss Narrows To US$46.2 Million Challenging Bearish Narratives

Lionsgate Studios (LION) just posted Q3 2026 results with revenue of US$724.3 million and a basic EPS loss of US$0.16, alongside net income excluding extra items of a US$46.2 million loss that keeps profitability under pressure. The company has seen quarterly revenue move from US$970.5 million in Q3 2025 to US$724.3 million in Q3 2026, while basic EPS shifted from a loss of US$0.08 to a loss of US$0.16, so investors will be weighing how much of that shortfall is tied to margins rather than...
NasdaqGS:EXPO
NasdaqGS:EXPOProfessional Services

Exponent Q4 Results Highlight AI Adoption And Dividend Growth Story

Exponent (NasdaqGS:EXPO) reported robust fourth quarter results with revenue growth and solid business momentum. The company announced an increase to its regular cash dividend, signaling a more shareholder focused capital return profile. Management highlighted new uses of artificial intelligence in both client work and internal operations as a key development. Exponent, a science and engineering consulting firm, sits at the intersection of technical expertise and real world problem solving...
NYSE:ROK
NYSE:ROKElectrical

Rockwell Automation Saudi Lucid Deal Highlights Software Growth And Valuation Tension

Rockwell Automation (NYSE:ROK) has partnered with Lucid Motors to deploy its enterprise software at Lucid's manufacturing facility in Saudi Arabia. The deployment will support workforce development and production expansion tied to Saudi Vision 2030. The agreement extends Rockwell's presence in the electric vehicle sector and deepens its role in Saudi Arabia's industrial transformation. Rockwell Automation comes into this announcement with its shares at $415.02 and a 1 year return of 57.2%,...
NYSE:BTU
NYSE:BTUOil and Gas

Peabody Energy (BTU) Thin Q4 Profit Keeps Volatile Earnings Narrative Intact

Peabody Energy (BTU) closed FY 2025 with fourth quarter revenue of US$1.0 billion and basic EPS of US$0.07, alongside net income from continuing operations of US$9.6 million. The company reported quarterly revenue of US$1.12 billion and EPS of US$0.22 in Q4 2024 and US$1.02 billion and EPS of US$0.07 in Q4 2025. Trailing twelve month figures show revenue of US$3.9 billion and a net loss of US$52.7 million. For investors, the key takeaway is that profitability remains thin and margins look...
NYSE:ESS
NYSE:ESSResidential REITs

Essex Property Trust FFO Stability In Q4 2025 Challenges Earnings Decline Narrative

Essex Property Trust (ESS) has wrapped up FY 2025 with fourth quarter revenue of US$480.4 million, Basic EPS of US$1.25, and Funds From Operations of US$263.0 million, giving investors a clear read on both headline and REIT specific earnings power. Over recent quarters the company has seen revenue move from US$462.3 million in Q3 2024 to US$480.4 million in Q4 2025, and Basic EPS range between US$1.25 and US$4.01. Trailing twelve month revenue stands at about US$1.9 billion and EPS at...
NasdaqGS:TIGR
NasdaqGS:TIGRCapital Markets

A Look At UP Fintech Holding (TIGR) Valuation After Its International Expansion Gains Traction

Recent commentary around UP Fintech Holding (NasdaqGS:TIGR) focuses on its operational momentum, cash position above US$500 million, and modest trailing P/E as investors weigh the impact of its pivot toward international brokerage markets. See our latest analysis for UP Fintech Holding. At a share price of US$8.15, UP Fintech’s short term share price return has been weak, with a 30 day share price decline of 18.42% and a year to date share price decline of 21.93%, while its 1 year total...
NasdaqGS:IMKT.A
NasdaqGS:IMKT.AConsumer Retailing

Ingles Markets (IMKT.A) EPS Rebound Challenges Long Term Earnings Decline Narrative

Ingles Markets (IMKT.A) has opened Q1 2026 with total revenue of US$1.4 billion and basic EPS of US$1.48, with trailing twelve month EPS at US$5.01 on revenue of US$5.4 billion, setting a clear earnings benchmark for investors watching its recent rebound in profitability. The company has seen quarterly revenue move from US$1.29 billion and EPS of US$0.87 in Q1 2025 to US$1.37 billion and EPS of US$1.48 in Q1 2026, while trailing margins have edged higher, giving this update a more...
NasdaqCM:CFBK
NasdaqCM:CFBKBanks

CF Bankshares (CFBK) Net Margin Above 32% Challenges Long Term Earnings Decline Narrative

CF Bankshares (CFBK) has rounded out FY 2025 with fourth quarter total revenue of US$14.6 million and basic EPS of US$0.89, supported by trailing twelve month revenue of US$52.7 million and EPS of US$2.70 against a current share price of US$33.31. Over the past few reporting periods, the company has seen quarterly revenue move from US$12.6 million in Q4 2024 to US$13.5 million in Q1 2025, US$14.2 million in Q2 2025, US$10.4 million in Q3 2025, and US$14.6 million in Q4 2025. Basic EPS has...
NYSE:CDP
NYSE:CDPOffice REITs

COPT Defense Properties (CDP) Q3 FFO Growth Tests Cautious REIT Narratives

COPT Defense Properties (CDP) has put up another steady set of numbers, with Q3 FY 2025 revenue of US$190.6 million and basic EPS of US$0.37, alongside funds from operations of US$80.0 million that remain central to how many investors look at this REIT. The company has seen revenue move from US$183.7 million in Q4 2024 to US$190.3 million in Q2 2025 and US$190.6 million in Q3 2025, while basic EPS has ranged between US$0.31 and US$0.37 over the same stretch, giving you a clear read on how...
NYSE:VLO
NYSE:VLOOil and Gas

A Look At Valero Energy (VLO) Valuation After Strong Fourth Quarter Earnings Performance

Valero Energy (VLO) is back in the spotlight after fourth quarter 2025 results showed net income of US$1,134 million on sales of US$30,372 million, with earnings per share rising sharply year over year. See our latest analysis for Valero Energy. Investors have reacted strongly to the latest earnings, with the share price at US$202.68 after a 4.40% 1 day share price return and a 22.61% year to date share price return. The 1 year total shareholder return of 56.78% points to momentum that has...
NasdaqGS:JAZZ
NasdaqGS:JAZZPharmaceuticals

How HERIZON-GEA’s First-Line GEA Data And sBLA Plan At Jazz Pharmaceuticals (JAZZ) Has Changed Its Investment Story

Earlier this week, Jazz Pharmaceuticals reported practice-changing results from its HERIZON-GEA trial and outlined plans to submit a supplemental Biologics License Application in the first half of 2026 for first-line gastroesophageal adenocarcinoma treatment as both doublet and triplet therapy with priority review. An important angle for investors is the expectation that these data could support broad first-line use and potential guideline inclusion across overlapping gastrointestinal cancer...
NYSE:PIPR
NYSE:PIPRCapital Markets

Piper Sandler (PIPR) Margin Improvement And 44.1% Earnings Growth Test Valuation Concerns

Piper Sandler Companies (PIPR) has put up another solid quarter, with Q3 FY 2025 revenue of US$479.3 million and basic EPS of US$3.61, supported by trailing twelve month EPS of US$14.36 on revenue of US$1.7 billion. Over the past year, the firm has seen total revenue move from US$1.4 billion on trailing EPS of US$8.64 at Q2 2024 to US$1.7 billion on EPS of US$14.36 at Q3 2025, alongside one year earnings growth of 44.1%. With net profit margins improving to 13.8% from 10.8% over the last 12...
NasdaqGS:RVMD
NasdaqGS:RVMDBiotechs

A Look At Revolution Medicines (RVMD) Valuation After First Patient Dosed In RMC-5127 Trial

Revolution Medicines (RVMD) recently dosed the first patient in its initial human trial of RMC-5127, a RAS(ON) G12V selective inhibitor, putting fresh attention on how investors assess this clinical-stage oncology stock. See our latest analysis for Revolution Medicines. The dosing news arrives after a volatile few months for the stock, with a recent 1-day share price return of 1.39% and a 90-day share price return of 59.79%. The 1-year total shareholder return of 131.07% and 3-year total...
NasdaqGS:SNCY
NasdaqGS:SNCYAirlines

Sun Country Airlines Holdings (SNCY) Margin Slippage Challenges Bullish Profitability Narratives

Sun Country Airlines Holdings (SNCY) just wrapped up FY 2025 with Q4 revenue of US$281 million and basic EPS of US$0.15, alongside trailing twelve month revenue of US$1.13 billion and EPS of US$0.99 that frame the full year picture. Over the past year, the company has seen revenue move from US$1.08 billion and EPS of US$1.00 on a trailing basis in Q4 FY 2024 to US$1.13 billion and EPS of US$0.99 in Q4 FY 2025, giving investors a clear line of sight on how the top line and per share earnings...
NYSE:ATMU
NYSE:ATMUMachinery

Has Atmus Filtration Technologies (ATMU) Run Too Far After Its 51% One-Year Rally?

If you are trying to work out whether Atmus Filtration Technologies is still good value after its recent run, this article will walk through what the current price might be implying. The stock last closed at US$61.46, with returns of 6.0% over 7 days, 16.5% over 30 days, 17.3% year to date, and 50.8% over the past year. This raises questions about how much future upside or risk is already reflected in the price. Recent coverage of Atmus has focused on its position as a specialist filtration...
NYSE:MDU
NYSE:MDUGas Utilities

MDU Resources Group (MDU) Q4 EPS Strength Reinforces Steady Margin Narrative Despite P/E Premium

MDU Resources Group (MDU) just wrapped up FY 2025 with fourth quarter revenue of US$534 million and basic EPS of US$0.37, while trailing twelve month EPS came in at US$0.94 on revenue of about US$1.9 billion. Over recent quarters, the company has seen quarterly revenue range from US$315 million to US$675 million, with basic EPS moving between US$0.07 and US$0.40, giving investors a clear view of how earnings track through different parts of the year. With net margin sitting close to flat...
NasdaqGS:CASH
NasdaqGS:CASHBanks

Pathward Financial Q1 Net Interest Margin Softens And Tests Bullish Infrastructure Narrative

Pathward Financial (CASH) just posted its Q1 2026 scorecard, with total revenue at US$169.9 million and basic EPS of US$1.57 setting the tone for how the quarter landed. Over recent periods, the company has seen quarterly revenue move from US$169.9 million in Q4 2024 to US$163.97 million in Q1 2025, and then to US$169.9 million in Q1 2026. Basic EPS has shifted from US$1.34 to US$1.23 and now US$1.57, giving investors a clear line of sight on how the top and bottom lines are tracking into...
NYSE:EGP
NYSE:EGPIndustrial REITs

EastGroup Properties FFO Growth Reinforces Bullish Narratives Despite Premium 39.3x P E Multiple

EastGroup Properties (EGP) has capped FY 2025 with fourth quarter total revenue of US$189.2 million and basic EPS of US$1.27, alongside funds from operations of US$124.8 million, giving investors a clean snapshot of how the industrial REIT is currently performing. The company has seen total revenue move from US$164.0 million in Q4 2024 to US$189.2 million in Q4 2025, while basic EPS shifted from US$1.17 to US$1.27 over the same period. This frames a year where the income statement and cash...
NasdaqGS:NWL
NasdaqGS:NWLConsumer Durables

Newell Brands (NWL) Returns To Quarterly Profit Challenging Persistent Unprofitability Narrative

Newell Brands (NWL) has put up mixed numbers for FY 2025 so far, with Q3 revenue of US$1.8 billion, basic EPS of US$0.05 and net income, excluding extra items, of US$21 million. Over recent quarters the company has seen revenue move from US$2.0 billion in Q2 2024 to US$1.6 billion in Q1 2025 and then to US$1.8 billion in Q3 2025. Basic EPS has ranged from a loss of US$0.48 in Q3 2024 to a profit of US$0.11 in Q2 2025 and US$0.05 in Q3 2025. That kind of choppy path keeps the focus squarely on...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

IREN (IREN) Earnings Swing To US$384.6 Million Net Income Challenges Bearish Narratives

IREN (IREN) has just put fresh numbers on the table for Q2 2026, with the latest quarter showing total revenue of US$240.3 million and basic EPS of US$1.42, while trailing twelve month revenue sits at US$688.6 million and EPS at US$2.23. Over recent quarters the company has seen revenue move from US$52.8 million and an EPS loss of US$0.27 in Q1 2025, to US$117.9 million and EPS of US$0.09 in Q2 2025, then to US$148.1 million and EPS of US$0.11 in Q3 2025, and further to US$180.6 million with...
NYSE:RAMP
NYSE:RAMPSoftware

LiveRamp (RAMP) EPS Surge To US$0.63 Tests Cautious Growth Narratives

LiveRamp Holdings (RAMP) just posted Q3 2026 results with revenue of US$212.2 million and basic EPS of US$0.63, set against a trailing twelve month picture of US$795.6 million in revenue and EPS of US$1.06. Over recent quarters, the company has seen revenue move from US$185.5 million in Q2 2025 to US$212.2 million in Q3 2026, while quarterly basic EPS shifted from US$0.03 to US$0.63, giving investors a clearer view of how the income statement is scaling. With the business now reporting...
NYSE:SPB
NYSE:SPBHousehold Products

Spectrum Brands Holdings (SPB) One Off Loss Puts Earnings Quality Narratives To The Test

Financial results set the stage for Spectrum Brands Holdings' latest earnings story Spectrum Brands Holdings (SPB) opened Q1 2026 with revenue of US$677 million and basic EPS of US$1.26. This sets a straightforward benchmark for investors weighing the new numbers against the current share price of US$75.72. The company reported quarterly revenue of US$700.2 million and EPS of US$0.87 in Q1 2025, compared with revenue of US$677 million and EPS of US$1.26 in Q1 2026. Over the trailing twelve...
NasdaqGM:SYM
NasdaqGM:SYMMachinery

Symbotic (SYM) Turns Q1 EPS Profit As Bulls And Skeptics Reassess Growth Narrative

Symbotic Q1 2026 earnings in focus Symbotic (SYM) has opened fiscal 2026 with Q1 revenue of US$630.0 million and Basic EPS of US$0.02, setting the tone for how investors assess its path toward sustained profitability. The company has seen revenue rise from US$486.7 million in Q1 2025 to US$630.0 million in Q1 2026, while Basic EPS has shifted from a loss of US$0.03 to a profit of US$0.02 over the same period, giving this quarter a clearer view of how margins are shaping up. See our full...