U.S. Semiconductors Stock News

NYSE:ESE
NYSE:ESEMachinery

Escotec Technologies (ESE) Q1 EPS Strength Reinforces Bullish Earnings Growth Narrative

ESCO Technologies (ESE) opened Q1 2026 with revenue of US$289.7 million and basic EPS of US$1.11, setting the tone for how its earnings story is evolving this year. The company has seen quarterly revenue move from US$247.0 million in Q1 2025 to US$289.7 million in Q1 2026, while basic EPS over that span has ranged from US$0.91 in Q1 2025 to US$1.11 most recently. On a trailing twelve month basis, EPS sits at US$4.83 on revenue of about US$1.2 billion. With net profit margins in the data...
NYSE:XYL
NYSE:XYLMachinery

Is Xylem (XYL) Fairly Priced After Strong Multi Year Share Price Gains

If you are wondering whether Xylem's current share price lines up with its underlying value, you are not alone. Many investors are asking the same question right now. The stock most recently closed at US$142.12, with total returns of 3.1% over 7 days, 1.9% over 30 days, 3.7% year to date, 9.7% over 1 year, 38.7% over 3 years and 52.0% over 5 years. This performance is giving some investors fresh questions about growth potential and risk. Recent coverage around Xylem has focused on its role...
NasdaqGM:VERA
NasdaqGM:VERABiotechs

Assessing Vera Therapeutics (VERA) Valuation As Atacicept Nears FDA Decision And Commercial Leadership Shifts

Vera Therapeutics (VERA) is entering a key transition period after naming Matt Skelton as Chief Commercial Officer, while its lead drug candidate atacicept moves through FDA Priority Review ahead of a July 7, 2026 PDUFA decision. See our latest analysis for Vera Therapeutics. At a share price of US$40.95, Vera Therapeutics has seen a 69.28% 90 day share price return and a very large 3 year total shareholder return, while the 30 day share price return of a 15.88% decline suggests recent...
NasdaqGS:LSAK
NasdaqGS:LSAKDiversified Financial

Lesaka Technologies (LSAK) Tightens Quarterly Losses Challenging Bearish Profitability Narratives

Lesaka Technologies (NasdaqGS:LSAK) has reported Q2 2026 results that keep the focus firmly on revenue scale and ongoing losses, with quarterly revenue at US$171.4 million and EPS at a loss of US$0.05, while trailing 12 month figures show revenue of US$677.6 million and a net loss of US$84.3 million, or EPS of US$1.08 in losses. Over recent quarters, the company has seen revenue move from US$146.0 million in Q4 2024 to US$153.6 million in Q1 2025, US$146.8 million in Q2 2025, US$135.7 million...
NYSE:MMS
NYSE:MMSProfessional Services

Maximus (MMS) Margin Strength And 30.9% TTM Earnings Growth Challenge Cautious Narratives

Maximus (MMS) opened fiscal Q1 2026 with total revenue of US$1.3b and basic EPS of US$1.71, underpinned by net income of US$93.9m. The company has seen quarterly revenue move from US$1.40b in Q1 2025 to US$1.35b in Q1 2026, while basic EPS over that same span has ranged from US$0.69 in Q1 2025 to US$1.71 in the latest quarter. This compares with a trailing twelve month EPS of US$6.62 and net income of US$371.8m. For investors, a key focus from this release is how these earnings and revenue...
NasdaqGS:COCO
NasdaqGS:COCOBeverage

Vita Coco Weighs Tax Reforms In Global Functional Hydration Expansion Story

Vita Coco Company (NasdaqGS:COCO) is being highlighted for its role as a global leader in functional hydration, supported by a flexible, scalable business model. Recent coverage explored how new tax rules that favor business investment could influence Vita Coco's future capital deployment and expansion plans. Co Founder Mike Kirban shared insights on brand building, competing against larger beverage players, and key milestones such as the company's IPO. Vita Coco operates in the functional...
NYSE:NVST
NYSE:NVSTMedical Equipment

Envista Holdings (NVST) Profitability Turnaround Tests High P/E Narrative After FY 2025 Earnings

Envista Holdings (NVST) has wrapped up FY 2025 with Q4 revenue of US$750.6 million and EPS of US$0.20, alongside trailing twelve month revenue of US$2.7 billion and EPS of US$0.28 that reflect the company’s recent move into positive earnings. The company has seen quarterly revenue move from US$652.9 million in Q4 2024 to US$750.6 million in Q4 2025, with quarterly EPS shifting from US$0.01 to US$0.20 over the same period. Trailing twelve month EPS moved from a large loss to a positive...
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: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...
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: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...