U.S. Semiconductors Stock News

NasdaqGS:PTC
NasdaqGS:PTCSoftware

PTC Win With TRD Puts Creo And Windchill In Racing Spotlight

PTC (NasdaqGS:PTC) has been selected as the Official Engine Design Software Partner of TRD U.S.A. (Toyota Racing Development). TRD U.S.A. will use PTC's Creo and Windchill platforms for engine design and product lifecycle management in its motorsports programs. For PTC, this agreement with TRD U.S.A. places its CAD and PLM tools at the center of high-performance engine development for a major motorsports operation. The company already focuses on intelligent product lifecycle solutions, and...
NasdaqGS:CRSR
NasdaqGS:CRSRTech

Assessing Corsair Gaming (CRSR) Valuation After Sharp Short Term Share Price Gains

Corsair Gaming (CRSR) has drawn fresh attention after a sharp move in its share price, with the stock showing strong gains over the past month and past 3 months, prompting investors to reassess its recent performance. See our latest analysis for Corsair Gaming. The recent surge has pushed Corsair Gaming’s share price to US$12.14, with a 30 day share price return of 78.01% and a year to date share price return of 101.66%. However, the 3 year total shareholder return is down 38.93%, indicating...
NasdaqGS:AMBA
NasdaqGS:AMBASemiconductor

Ambarella (AMBA) Q1 2027 Loss Of US$18 Million Tests Long Term Growth Narratives

Ambarella (AMBA) opened Q1 2027 with revenue of US$100.4 million and a basic EPS loss of US$0.41, while trailing twelve month revenue sat at US$405.2 million and EPS was a loss of US$1.62. Over recent quarters, the company has seen revenue move from US$85.9 million in Q1 2026 to just over US$100 million in the latest period and quarterly EPS losses range between about US$0.35 and US$0.58. This sets the scene for an earnings print where growth ambitions are still running ahead of...
BATS:CBOE
BATS:CBOECapital Markets

Cboe Weighs Extended Options Hours And New Risk Chief Against Valuation

Cboe Global Markets (BATS:CBOE) received SEC approval to introduce extended trading hours for select multi listed equity options. The company also announced the planned appointment of Boudewijn Duinstra as Chief Risk Officer, bringing global risk leadership experience to its operations. Cboe Global Markets, trading at about $333.56, has seen its stock up 34.4% year to date and 47.1% over the past year, with a very large 3 year return and 218.5% over 5 years. In that context, expanded...
NasdaqCM:EOSE
NasdaqCM:EOSEElectrical

Is It Too Late To Consider Eos Energy Enterprises (EOSE) After Recent 1‑Year Surge?

Wondering whether Eos Energy Enterprises at US$8.43 is still offering value or if most of the opportunity is already priced in. The stock has moved 4.6% over the past week and 33.0% over the past month, while the 1 year return sits at 102.6% and the 3 year return is a very large gain, compared to a decline of 35.0% year to date and 57.9% over 5 years. These swings have kept the stock on many watchlists as investors react to ongoing company updates and sector sentiment. Recent coverage has...
NYSE:CSTM
NYSE:CSTMMetals and Mining

Is It Too Late To Consider Constellium (CSTM) After Its 182% One Year Rally?

If you are wondering whether Constellium's current share price still represents value, the recent numbers give plenty to think about before making any decisions. The stock last closed at US$34.26, with returns of 3.1% over 7 days, 6.3% over 30 days, 73.3% year to date, 182.2% over 1 year, 114.9% over 3 years, and 91.6% over 5 years. This puts recent gains and longer term performance firmly on your radar when assessing risk and reward. Recent headlines around Constellium have focused on the...
NasdaqGM:GDS
NasdaqGM:GDSIT

GDS Holdings Refreshes Audit Oversight As Investors Weigh Governance Risks

GDS Holdings (NasdaqGM:GDS) announced that long-serving Chairman Mr. Lim Ah Doo has resigned from the board. Ms. Hua (Kathy) Chen has been appointed as an independent director and Chair of the Audit Committee, taking over key governance responsibilities. The leadership transition marks a change in board and committee oversight after Mr. Lim’s 11-year contribution to the company’s corporate governance. For investors watching NasdaqGM:GDS, this governance update comes with the stock at a...
NYSE:TOST
NYSE:TOSTDiversified Financial

Is Toast (TOST) Offering Value After Recent Share Price Rebound?

Wondering if Toast's current share price offers value or just extra risk? This article walks through what the numbers say so you can judge whether the stock fits your approach. Toast shares closed at US$26.03, with the stock up 12.4% over the last 7 days, but down 9.0% over 30 days, 23.5% year to date, and 38.3% over the past year, while still showing a 23.5% gain over 3 years. Recent headlines have focused on Toast as a listed point of sale and payments platform for restaurants,...
NasdaqCM:DUOT
NasdaqCM:DUOTSoftware

A Look At Duos Technologies Group (DUOT) Valuation As 2026 Revenue Outlook Is Reaffirmed And Visibility Rises

Duos Technologies Group (DUOT) has reaffirmed its expectation for 2026 revenue to exceed US$50 million and is preparing to present at the Craig-Hallum 23rd Annual Institutional Investor Conference on May 28, 2026. See our latest analysis for Duos Technologies Group. The reaffirmed 2026 revenue outlook and upcoming Craig Hallum conference appearance come after a sharp 30 day share price return of 63.64% and a 1 year total shareholder return of 76.47%. This suggests momentum has been building...
NYSE:GAP
NYSE:GAPSpecialty Retail

Gap (GPS) Margin Improvement Reinforces Bullish Narrative Despite Modest Revenue Growth

Gap (GPS) opened Q1 2027 with revenue of US$3,497 million and basic EPS of US$0.92, set against trailing twelve month revenue of US$15.4 billion and EPS of US$2.59 that were tied to 2.3% yearly revenue growth and 9.5% earnings growth. Over the past year, revenue moved from US$15.1 billion in Q1 2026 to US$15.4 billion in Q1 2027 while EPS shifted from US$2.34 to US$2.59, giving investors a clear view of steady top line and earnings expansion. With net profit margins improving from 5.8% to...
NYSE:LNG
NYSE:LNGOil and Gas

Cheniere Bechtel Deal Highlights Sabine Pass Expansion And Valuation Debate

Cheniere Energy (NYSE:LNG) has signed an engineering, procurement and construction contract with Bechtel Energy for the first phase of the Sabine Pass Liquefaction Expansion Project. The company has issued a limited notice to proceed for early work while it awaits regulatory approvals and a final investment decision. The agreement marks a key step in expanding U.S. LNG export capacity at Cheniere's Sabine Pass facility. For investors, this contract puts fresh attention on Cheniere's core...
NYSE:RJF
NYSE:RJFCapital Markets

Is Raymond James Financial (RJF) Offering Value After Recent Share Price Pullback?

If you are wondering whether Raymond James Financial stock is offering good value at today's price, or if the recent moves are a warning sign, this article walks through what the numbers actually say. The share price recently closed at US$143.41, with returns declining 5.3% over the past week, 7.8% over the past month, 12.3% year to date, but still up 58.7% over three years and 74.4% over five years. These mixed returns sit against a backdrop of ongoing coverage of Raymond James Financial as...
NasdaqGM:SOUN
NasdaqGM:SOUNSoftware

Does SoundHound AI’s (SOUN) Bylaw Shift Quietly Rebalance Power Between Management And Shareholders?

On May 25, 2026, SoundHound AI’s board adopted Second Amended and Restated Bylaws that removed a clause allowing the board or shareholders to retroactively ratify and cure unauthorized, defective, or conflicted transactions challenged in derivative or similar lawsuits. This governance change potentially leaves contested transactions more exposed to legal challenge, slightly shifting the balance of power toward stockholders in future disputes. We’ll now examine how SoundHound AI’s strong...
NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Has The Recent Pullback In Costco Wholesale (COST) Opened A Better Entry On Rich Valuation?

Wondering if Costco Wholesale at around US$956 per share is still a solid long term hold or starting to look stretched on price? This article breaks down what the current tag might really mean for you. The stock is down about 7% over the last week and 4.2% over the last month, yet it is still up 11.9% year to date and has delivered gains of 94.2% over 3 years and 160.5% over 5 years. Recent headlines have focused on Costco Wholesale's role as a key US consumer retailer, with attention on how...
NasdaqGS:VSAT
NasdaqGS:VSATCommunications

Viasat (VSAT) Q4 Profitability Rebound Tests Longstanding Bearish Earnings Narratives

Viasat (VSAT) closed FY 2026 with fourth quarter revenue of US$1.2b and basic EPS of US$0.41, on net income of US$58.8m, putting a solid headline on its latest results. Over recent periods, quarterly revenue has held in a tight band between US$1.1b and US$1.2b. EPS has swung from losses of US$0.43 to US$0.45 per share earlier in the year to positive readings of US$0.18 and now US$0.41, signaling a quarter where profit margins finally moved in the right direction. See our full analysis for...
NYSE:STUB
NYSE:STUBEntertainment

StubHub World Cup Cuts Links Barbershop Fan Hubs To Ticket Demand

StubHub Holdings (NYSE:STUB) has launched its World Cup Cuts campaign, turning neighborhood barbershops into fan hubs ahead of World Cup 2026. The initiative combines watch parties, celebrity appearances, and fan experiences with more flexible ticket options for the tournament. The campaign is focused on boosting brand visibility, community engagement, and customer experience around a major global sporting event. StubHub Holdings enters this campaign with its shares trading at $9.86,...
NasdaqGM:MDB
NasdaqGM:MDBIT

MongoDB (MDB) Turns Q1 EPS To Profit Challenging Concerns Over Its Path To Profitability

MongoDB (MDB) opened its 2027 financial year with Q1 revenue of US$687.6 million and basic EPS of US$0.06, alongside net income excluding extra items of US$4.4 million, providing a clear snapshot of where the business stands today. The company reported quarterly revenue of US$549.0 million in Q1 2026 and US$687.6 million in Q1 2027, while basic EPS moved from a loss of US$0.46 to a profit of US$0.06 over the same period. This gives investors a clearer view of how the income statement is...
NYSE:NMAX
NYSE:NMAXMedia

Is Newsmax (NMAX) Now Attractive After Its Sharp Recent Share Price Rebound

Wondering whether Newsmax at US$8.51 is starting to look cheap or still carries more risk than reward? This article walks through the numbers so you can judge the valuation with more confidence. The stock has been volatile, with a 12.6% return over the last 7 days and 46.0% over the past 30 days, while still being down 53.5% over the last year and up 8.0% year to date. Recent coverage around Newsmax has focused on its positioning within the media sector and investor interest following these...
NYSE:NGL
NYSE:NGLOil and Gas

NGL Energy Partners (NGL) Q4 Loss Deepens And Challenges Forecasted Profitability Turnaround Narrative

NGL Energy Partners (NGL) just posted its FY 2026 numbers with fourth quarter revenue of US$2.4 billion and a basic EPS loss of US$1.31 per share, setting a clear tone for how the year wrapped up. Over recent quarters, the company has seen revenue move from US$971.1 million in Q4 FY 2025 to US$2.4 billion in Q4 FY 2026. Quarterly EPS has swung between a loss of US$0.26 in Q1 FY 2026 and a small profit of US$0.10 in Q3 before sliding back into a wider loss in Q4, leaving margins under pressure...
NasdaqGS:TTWO
NasdaqGS:TTWOEntertainment

Take Two Q1 Margins Highlight Direct To Consumer And GTA VI Focus

Take-Two Interactive Software (NasdaqGS:TTWO) reported strong Q1 results with margin improvements tied to its direct-to-consumer strategy. Management highlighted the role of direct customer relationships in supporting profitability alongside key franchises. Analysts focused on future GTA VI pricing, mobile growth, NBA 2K engagement, and the use of AI in advertising on the company’s earnings call. For investors tracking NasdaqGS:TTWO, this update goes beyond headline game launches and...
NYSE:CLVT
NYSE:CLVTProfessional Services

Clarivate Launches IPOne To Deepen AI Powered IP Workflow Integration

Clarivate (NYSE:CLVT) has launched IPOne, a unified platform for intellectual property research and workflows. The platform uses AI agents combined with Clarivate's proprietary data to support corporate IP teams and law firms. IPOne is positioned to support real-world legal and business use cases across the IP management process. Clarivate, known for data and analytics across science, patents, and trademarks, is moving further into AI driven tools with IPOne. For investors watching legal...
NYSE:U
NYSE:USoftware

Is It Time To Reassess Unity Software (U) After Its Recent Share Price Rebound?

If you are wondering whether Unity Software's current share price reflects its true worth, the recent trading range gives you plenty to think about. Unity Software closed at US$30.47 recently, with the stock up 19.2% over the past week and 16.7% over the past month, while still down 31.1% year to date and 68.0% over five years, and showing a 16.8% gain over the last year and a 1.7% decline over three years. Recent headlines around Unity Software have largely focused on ongoing investor...
NYSE:SNA
NYSE:SNAMachinery

Snap-on Beat And Optimism Reinforce Long-Term Earnings Support Narrative

Snap-on (NYSE:SNA) reported stronger than expected quarterly results in its latest update. Management highlighted improving tools activity and steady demand across key end markets. The company paired the results with an optimistic outlook on business momentum. For investors watching NYSE:SNA, the update comes with the stock recently around $371.21 and solid multi year returns, including 18.9% over the past year and 54.7% over three years. Over five years, the stock is up 66.3%, which helps...
NYSE:NAT
NYSE:NATOil and Gas

Nordic American Tankers (NAT) One Off Gain Fuels 16.3% Margin And Tests Bullish Narratives

Nordic American Tankers (NAT) has opened 2026 with Q1 revenue of US$79.3 million and basic EPS of US$0.22, setting the tone for how its earnings profile looks against a trailing twelve month backdrop of US$333.8 million in revenue and EPS of US$0.26. Over recent quarters the company has seen revenue move from US$37.9 million in Q1 2025 to US$168.6 million in Q4 2025 and then to US$79.3 million in Q1 2026, while quarterly EPS shifted from US$0.02 to US$0.06 and then US$0.22 across the same...