U.S. Semiconductors Stock News

NasdaqGS:ALHC
NasdaqGS:ALHCHealthcare

Has Alignment Healthcare (ALHC) Run Ahead Of Its Value After Recent Share Price Strength?

If you are wondering whether Alignment Healthcare's share price still reflects its true worth after recent moves, you are not alone. The stock closed at US$21.75, with a 7 day return of a 3.5% decline, a 30 day return of 3.9%, a year to date return of 7.6%, and a 1 year return of 47.6%. This provides context for anyone weighing up the current risk and reward trade off. Recent news coverage has focused on Alignment Healthcare's position in the US healthcare market and how investors are...
NYSE:WBS
NYSE:WBSBanks

Is Webster Financial (WBS) Pricing Reflect Its Recent 1-Year 23.7% Share Price Gain

If you are wondering whether Webster Financial's recent share price puts it in the bargain bin or the overpay zone, this article will help you frame that question clearly before you make any moves. The stock last closed at US$73.13, with returns of 11.2% over 7 days, 13.2% over 30 days, 14.6% year to date, 23.7% over 1 year, 46.9% over 3 years and 71.0% over 5 years. These figures provide useful context before you look at what the business might be worth. Recent attention on Webster...
NasdaqGS:FTNT
NasdaqGS:FTNTSoftware

Fortinet (FTNT) Margin Decline Challenges Bullish Earnings Growth Narratives

Fortinet (FTNT) has wrapped up FY 2025 with fourth quarter revenue of about US$1.9b and basic EPS of US$0.68, alongside net income excluding extra items of US$506m. This gives investors a clear read on its recent trading momentum. The company has seen quarterly revenue move from US$1.66b in Q4 2024 to US$1.91b in Q4 2025, while basic EPS shifted from US$0.69 to US$0.68 over the same period. This sets the scene for a year where margins and profit quality remain in sharp focus. See our full...
NasdaqGS:NEOG
NasdaqGS:NEOGMedical Equipment

Neogen Recall Puts Veterinary Quality Controls And Investor Confidence In Focus

Neogen Corporation initiated a voluntary recall of its HYCOAT Hyaluronate Sodium Sterile Solution used in veterinary settings. The recall was triggered by microbial contamination identified in certain product lots. The affected product is intended for animal use, and the company has reported adverse events in animals linked to the issue. Neogen is working with the U.S. Food and Drug Administration on the recall process. For investors tracking Neogen (NasdaqGS:NEOG), this recall comes at a...
NasdaqGM:UNB
NasdaqGM:UNBBanks

Union Bankshares (UNB) Earnings Growth And 20.6% Margin Challenge Bearish Narratives

Union Bankshares (UNB) closed FY 2025 with fourth quarter total revenue of US$14.1 million and basic EPS of US$0.60, alongside net income of US$2.7 million. On a trailing twelve month basis, revenue was US$53.7 million with EPS of US$2.43 and net income of US$11.1 million. Over the past year, the company has seen revenue move from US$47.2 million to US$53.7 million on a trailing basis, with EPS shifting from US$1.94 to US$2.43. This sets up a story where improving margins and a 20.6% trailing...
NYSE:BILL
NYSE:BILLSoftware

Bill Holdings Q2 Loss Challenges Bullish Narrative On Revenue Growth And Valuation Discount

BILL Holdings (BILL) just posted Q2 2026 results with revenue of US$414.7 million and a basic EPS loss of US$0.03, alongside net income excluding extra items of a US$2.6 million loss. The company has seen quarterly revenue move from US$362.6 million in Q2 2025 to US$414.7 million in Q2 2026, while basic EPS shifted from a profit of US$0.33 to a loss of US$0.03 over the same period. This puts the spotlight firmly on how efficiently that extra revenue is translating into margins. See our full...
NYSE:MSGE
NYSE:MSGEEntertainment

Did Strong Q2 Results and Infosys Deal Just Shift Madison Square Garden Entertainment's (MSGE) Investment Narrative?

Madison Square Garden Entertainment Corp. recently reported fiscal second-quarter 2026 results, with revenue rising to US$459.94 million and net income to US$92.72 million, alongside higher earnings per share from continuing operations versus a year earlier. Infosys and the MSG Family of Companies also extended their partnership, including renaming the 5,600-seat Theater at Madison Square Garden as the Infosys Theater and expanding technology-driven fan experiences. Next, we’ll assess how...
NasdaqGS:SSNC
NasdaqGS:SSNCProfessional Services

SS&C Technologies (SSNC) Margin Holding Steady Keeps Premium P/E Narrative Intact

SS&C Technologies Holdings (SSNC) has wrapped up FY 2025 with Q4 revenue of US$1.65b and basic EPS of US$0.80, while trailing 12 month revenue sits at US$6.27b and EPS at US$3.26 as the company continues to post solid net income figures across the year. The company has seen revenue move from US$1.53b in Q4 2024 to US$1.65b in Q4 2025, with quarterly EPS shifting from US$1.01 to US$0.80 over the same period, giving investors a clear view of how top line expansion and per share earnings are...
NasdaqGS:TRMB
NasdaqGS:TRMBSoftware

Trimble Expands Midwest Reach With New Outlet And Undervalued Shares

Trimble appointed West Side Tractor Sales Co. as a new Trimble Technology Outlet to distribute its grade control and site positioning solutions. The partnership is aimed at serving a broader base of John Deere earthmoving equipment users across the Midwest civil construction market. Trimble (NasdaqGS:TRMB) is extending its reach in civil construction by deepening its presence in the Midwest, a region with heavy demand for earthmoving and infrastructure work. For investors, the move comes as...
NYSE:AM
NYSE:AMOil and Gas

Antero Midstream Contract Update Raises Questions For Cash Flows And Valuation

Antero Midstream (NYSE:AM) has amended and restated certain annexes in a previously executed purchase agreement. The updated annexes change parts of the contract terms and structure, with full details not yet publicly outlined. The move signals a refinement of deal terms that could affect future operations and counterpart relationships. Antero Midstream enters this contract update with its shares at $19.18 and a 1-year return of 25.4%. Over 3 years the stock shows a very large gain, and...
NYSE:URI
NYSE:URITrade Distributors

United Rentals (URI) Valuation Check After Earnings Miss Buybacks And Dividend Increase

United Rentals (URI) is back in focus after quarterly sales and earnings came in below expectations, spotlighting higher operating costs and pressure in certain specialty lines, even as management leaned on buybacks and a higher dividend. See our latest analysis for United Rentals. That sharp post earnings rebound has come on top of a choppy few months, with a 7 day share price return of 15.02% and a 1 year total shareholder return of 22.53%. This builds on very strong 3 and 5 year gains and...
OTCPK:LKNC.Y
OTCPK:LKNC.YHospitality

Luckin Coffee Weighs Overseas Deals As Growth Story Expands Beyond China

Rumors suggest Luckin Coffee is exploring outbound acquisitions, including potential interest in foreign brands such as Costa Coffee. The reported discussions come as Chinese consumer demand shows signs of softness and domestic competition in coffee intensifies. Any move toward acquiring overseas coffee assets would mark a shift in how Luckin Coffee approaches growth outside China. Luckin Coffee (OTCPK:LKNC.Y), recently trading around $37.44, has been in focus after strong multi year share...
NYSE:BMY
NYSE:BMYPharmaceuticals

Bristol Myers Squibb (BMY) Returns To US$7.1b Trailing Profit Challenging Bearish Narratives

Bristol Myers Squibb (BMY) closed out FY 2025 with Q4 revenue of US$12.5 billion and basic EPS of US$0.53, alongside net income of US$1,087 million, setting the tone for how investors will read the full year. Over the past few quarters, the company has seen revenue move from US$11.2 billion in Q1 2025 to a range of about US$12.2 billion to US$12.7 billion in Q2 through Q4. Quarterly basic EPS has ranged from US$0.64 to US$1.21 across the year, giving a clearer picture of how profits track...
NYSE:LAZ
NYSE:LAZCapital Markets

Why Lazard (LAZ) Is Up 5.7% After Mixed 2025 Results And CFO Transition News

Lazard, Inc. has reported weaker full-year 2025 results, with net income falling to US$236.83 million and diluted EPS from continuing operations declining to US$2.17, alongside a quarterly dividend declaration of US$0.50 per share and continued share repurchases under its long-running buyback program. Alongside the earnings release, Lazard named long-time insider Tracy Farr as its incoming CFO, a move that highlights the firm’s emphasis on capital structure expertise and internal succession...
NasdaqGS:FULT
NasdaqGS:FULTBanks

Assessing Fulton Financial (FULT) Valuation After Sustained Share Price Momentum

Why Fulton Financial Is On Investors’ Radar Fulton Financial (FULT) has drawn attention after its recent share move, with the stock showing double digit gains over the past month and past 3 months, prompting closer scrutiny of its valuation and fundamentals. See our latest analysis for Fulton Financial. Fulton Financial’s recent gains build on earlier strength, with the share price at $22.75 and a 90 day share price return of 29.04% sitting alongside a 5 year total shareholder return of...
NasdaqGS:VCTR
NasdaqGS:VCTRCapital Markets

Is Victory Capital (VCTR) Fairly Priced After Recent Share Price Gains?

If you are wondering whether Victory Capital Holdings at US$71.25 is offering fair value or a potential bargain, you are in the right place because this article focuses squarely on what the current price might be implying. The stock has recent returns of 1.0% over 7 days, 7.9% over 30 days, 11.2% year to date and 3.9% over the past year, which raises the question of how these moves line up with what the business might be worth. Investors have been paying close attention to company specific...
NasdaqGS:FANG
NasdaqGS:FANGOil and Gas

Director Sale At Diamondback Energy Contrasts With Apparent Valuation Upside

Diamondback Energy director Meloy Charles Alvin recently completed a significant sale of company shares, according to regulatory disclosures. The transaction involved a substantial number of NasdaqGS:FANG shares, drawing attention to insider trading activity at the oil and gas producer. Investors often watch large insider sales closely, as they can reflect how company insiders view the current share price or their personal exposure to the stock. Diamondback Energy, listed as NasdaqGS:FANG,...
NYSE:CC
NYSE:CCChemicals

Assessing Chemours (CC) Valuation After A Sharp Share Price Rebound

Chemours stock snapshot after recent gains Chemours (CC) has caught investor attention after a recent run in its share price, with the stock up over the past week, month, past 3 months and year to date. See our latest analysis for Chemours. Chemours’ recent momentum has been strong, with a 30 day share price return of 40.17% and a year to date share price return of 49.55%, even though the 3 year total shareholder return sits at a 40.15% decline. If this kind of sharp rebound has your...
NYSE:PFE
NYSE:PFEPharmaceuticals

Is Pfizer (PFE) Offering Value After Recent Share Price Rebound

If you are wondering whether Pfizer is genuinely good value or just looks cheap on the surface, this article walks through what the current numbers are really saying about the stock. Pfizer shares last closed at US$27.22, with returns of 3.0% over 7 days, 7.7% over 30 days, 8.1% year to date, 13.4% over 1 year, a 25.7% decline over 3 years and 0.6% over 5 years. Together, these figures give you a mixed picture of recent performance and shifting risk sentiment. Recent headlines around Pfizer...
NYSE:STWD
NYSE:STWDMortgage REITs

Should Starwood’s Leadership Shift and High Payout Strategy Require Action From Starwood Property Trust (STWD) Investors?

Starwood Capital Group previously announced the appointment of John Gonnella as Senior Managing Director and Head of U.S. Asset Management, while Starwood Property Trust has drawn attention for offering a high dividend yield amid real estate sector volatility. Together, the leadership change at the broader Starwood platform and renewed focus on Starwood Property Trust’s dividend highlight how management execution and income appeal are central to investor interest in the mortgage REIT...
NYSE:CLF
NYSE:CLFMetals and Mining

Is Cleveland Cliffs (CLF) Offering Value After A 47% One Year Share Price Gain

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...
NYSEAM:UAMY
NYSEAM:UAMYMetals and Mining

Is It Too Late To Consider United States Antimony (UAMY) After A 1 Year Surge?

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...
NYSE:SEM
NYSE:SEMHealthcare

Is It Time To Reassess Select Medical Holdings (SEM) After Recent Share Price Weakness

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...
NYSE:FICO
NYSE:FICOSoftware

Fair Isaac Tech Mahindra Alliance Puts AI Decisioning And Valuation In Focus

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...