U.S. Semiconductors Stock News

NYSE:HPQ
NYSE:HPQTech

HP HyperX Push Puts Gaming Peripherals In Sharper Investor Focus

HP (NYSE:HPQ) has expanded its HyperX gaming portfolio with new hardware and upgraded NGENUITY software. The launch introduces customizable controllers and headsets aimed at the gaming peripherals segment. This move reflects HP's focus on building out its gaming offering beyond its core PC and printing operations. For investors watching NYSE:HPQ, this HyperX update adds a fresh angle to a story that has recently centered more on valuation and share moves. The stock closed at $20.86, with a...
NasdaqGS:LYFT
NasdaqGS:LYFTTransportation

Lyft Canada Link With DoorDash Puts Focus On Upside And Earnings Risk

DoorDash and Lyft expanded their partnership into Canada, adding new rideshare benefits for DashPass members. The arrangement gives DashPass subscribers access to Lyft rideshare perks alongside their existing food delivery benefits. The partnership broadens Lyft's reach in the Canadian market while widening the appeal of DoorDash's membership program. For NasdaqGS:LYFT, this move sits at the intersection of rideshare, subscriptions, and digital platforms that are trying to keep users...
NasdaqGM:RZLV
NasdaqGM:RZLVSoftware

Rezolve AI’s Q1 Revenue Surpassing 2025 Total Could Be A Game Changer For Rezolve AI (RZLV)

In the first quarter of 2026, Rezolve AI reported revenue of US$60,000,000, surpassing its total audited revenue for all of 2025 and reiterating its US$360,000,000 full-year 2026 revenue guidance while stating it can reach profitability without raising additional equity capital. The company’s ability to out-earn its prior full-year results in just 90 days, while emphasizing a path to profitability without further equity dilution, raises important questions about how quickly its business...
NYSE:NFG
NYSE:NFGGas Utilities

National Fuel Gas (NFG) Profitability Turnaround Tests Bullish Low P/E Narrative Heading Into Q2

National Fuel Gas (NFG) has just put fresh numbers on the board for Q2 2026, with Q1 fiscal revenue at US$651.5 million and basic EPS of US$1.99 setting the tone for how the year is shaping up. The company has seen revenue move from US$372.1 million and basic EPS of US$1.84 loss in Q4 2024 to US$729.9 million with EPS of US$2.39 in Q2 2025, before landing at Q1 2026 levels. This gives investors a clear view of how sales and per share results have tracked across recent quarters. With the share...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

CoStar Group (CSGP) Margin Squeeze Challenges Bullish Growth Narratives After Q4 2025 Results

CoStar Group (CSGP) has just put fresh numbers on the table, with Q4 2025 revenue of US$899.9 million and basic EPS of US$0.11, capping off a trailing 12 month period where total revenue reached about US$3.2 billion and basic EPS came in at roughly US$0.02. The company has seen revenue move from US$709.2 million in Q4 2024 to US$899.9 million in Q4 2025, while quarterly EPS shifted from US$0.15 to US$0.11. This sets up a picture of expanding top line alongside thinner earnings, which leaves...
NYSE:GVA
NYSE:GVAConstruction

Granite Construction (GVA) Margin Improvement Fuels Debate On Bullish Double Digit Profit Hopes

Granite Construction (GVA) has just laid out a fresh set of numbers for Q1 2026, with the recent run of quarterly results showing revenue between US$699.5 million and US$1.43 billion and basic EPS ranging from a loss of US$0.77 to a gain of US$2.35 over the past four quarters. Trailing twelve month EPS reached US$4.42 on revenue of about US$4.42 billion and net income of US$193.0 million. Over the last year, the company has also reported earnings growth of 52.8% and net margin moving to 4.4%...
NasdaqGS:XRX
NasdaqGS:XRXTech

Xerox Holdings (XRX) Losses Deepen And Challenge Bullish Margin Improvement Narratives

Xerox Holdings (XRX) has opened 2026 earnings season on a weak footing, with Q1 2026 coming on the heels of Q4 2025 revenue of US$2.0 billion, a basic EPS loss of US$0.59 and net income loss of US$76 million, compared with Q4 2024 revenue of US$1.6 billion, a basic EPS loss of US$0.19 and net income loss of US$24 million. Over the past few quarters, revenue has moved from US$1.5 billion in Q3 2024 to US$1.6 billion in Q4 2024 and then US$1.5 billion, US$2.0 billion and US$2.0 billion across...
NYSE:NNN
NYSE:NNNRetail REITs

NNN REIT (NNN) Earnings Margin Decline Reinforces Bearish Narratives On Profitability

NNN REIT (NNN) opened 2026 with Q1 results framed by Q4 2025 numbers that included total revenue of US$238.4 million, basic EPS of US$0.51, and funds from operations of US$638.4 million. Over the past few quarters, revenue has moved from US$218.5 million in Q4 2024 to US$230.9 million in Q1 2025 and US$226.8 million in Q2 2025. Basic EPS tracked between US$0.52 and US$0.54 across the same period, giving you a clearer view of the recent run rate. With trailing net margins easing from 45.6% to...
NYSE:RBLX
NYSE:RBLXEntertainment

Is Roblox (RBLX) Attractively Priced After Recent Share Price Weakness?

If you are wondering whether Roblox at around US$55.26 is a bargain or just fairly priced, you are not alone. The answer depends on how you look at value. The stock has seen mixed returns, with a 0.3% decline over the last week, a 2.3% decline over the past month, a 31.7% decline year to date, a 19.9% decline over 1 year, a 60.3% return over 3 years, and a 15.1% decline over 5 years. Recent headlines have focused on Roblox as a key name in the user generated gaming space, with investors...
NasdaqCM:THRY
NasdaqCM:THRYMedia

Thryv Holdings (THRY) Turns TTM Profitable Challenging Bearish Earnings Narratives

Thryv Holdings (THRY) has just posted its Q1 2026 update with recent quarterly numbers showing revenue between US$179.9 million and US$210.5 million over the past year, while EPS has swung between a loss of US$2.65 and a profit of US$0.32 per share as the company moved through periods of loss and profitability. Over the last six reported quarters, revenue has ranged from US$179.9 million to US$210.5 million and EPS has moved from a loss of US$2.65 to a small profit of US$0.19. This sets up a...
NYSE:VLO
NYSE:VLOOil and Gas

Valero Energy (VLO) Margin Pressure To 2% Tests Bullish Valuation Narrative

Valero Energy (VLO) has just reported its latest numbers, with recent quarterly revenue running between about US$28.2 billion and US$31.3 billion and Basic EPS moving from a loss of US$1.90 in early 2025 to US$3.73 in Q4 2025 as net income excluding extra items shifted from a loss of US$596 million to a profit of US$1.13 billion. Over the past year, the company has seen revenue range from US$28.2 billion to US$31.3 billion per quarter while Basic EPS moved between US$0.89 and US$3.73 as net...
NYSE:ABBV
NYSE:ABBVBiotechs

AbbVie (ABBV) Q1 2026 Margin Compression Tests Bullish High P/E Narrative

AbbVie Q1 2026 earnings at a glance AbbVie (ABBV) has opened 2026 with Q1 results showing revenue of US$15.0b and basic EPS of US$0.39, alongside net income of US$695m. Over the past year, the company has seen revenue move from US$56.3b on a trailing twelve month basis in Q4 2024 to US$62.8b by Q1 2026. Over the same period, trailing basic EPS shifted from US$2.40 to US$2.03 as net income moved from US$4.2b to US$3.6b. With a trailing net profit margin of 5.7% that reflects a large one off...
NYSE:CWH
NYSE:CWHSpecialty Retail

Camping World Holdings Q4 Loss Widens Challenging Bullish Profitability Narratives

Camping World Holdings (CWH) has kicked off Q1 2026 with investors focused on how the recent stretch of unprofitable quarters lines up with revenue and EPS trends, after reporting Q4 2025 revenue of US$1,173.6 million and a basic EPS loss of US$1.07 alongside trailing 12 month revenue of US$6.4 billion and a basic EPS loss of US$1.43. Over recent quarters the company has seen quarterly revenue move from US$1,413.5 million in Q1 2025 to US$1,976.0 million in Q2 2025, US$1,806.1 million in Q3...
NasdaqGM:RDNT
NasdaqGM:RDNTHealthcare

A Look At RadNet (RDNT) Valuation As It Expands With Intermountain Imaging And DeepHealth AI Rollout

RadNet (RDNT) has agreed to acquire a majority stake in Intermountain Medical Imaging’s five outpatient centers in Boise, Idaho, and will roll out DeepHealth AI tools across the joint venture’s diagnostic imaging operations. See our latest analysis for RadNet. At a share price of US$56.55, RadNet’s 1 year total shareholder return of 8.31% and 3 year total shareholder return of around 2x sit alongside a 20.30% year to date share price decline. This suggests that recent momentum has softened...
NYSE:BFLY
NYSE:BFLYMedical Equipment

Butterfly Network (BFLY) Heavy Losses Challenge Bullish Narratives Ahead Of Q1 2026 Earnings

Butterfly Network (BFLY) opened Q1 2026 earnings season with trailing 12 month revenue of about US$97.6 million and a basic EPS loss of roughly US$0.31, setting a clear backdrop of scale without profitability. The company has seen quarterly revenue move from US$22.4 million in Q4 2024 to US$31.5 million in Q4 2025, while basic EPS over those same quarters went from a loss of US$0.08 to a loss of US$0.06. This has left investors focused on how much of that top line is ultimately flowing...
NasdaqGS:TTEK
NasdaqGS:TTEKCommercial Services

Tetra Tech (TTEK) Q2 2026 Margin Expansion Reinforces Bullish Profitability Narrative

Tetra Tech (TTEK) has put fresh numbers on the board for Q2 2026, reporting revenue of US$1.0b, net income of US$93.6m and basic EPS of US$0.36, with the latest year showing earnings growth of 133.1% and trailing twelve month EPS of US$1.68. Over recent quarters the company has seen revenue move from US$1.10b in Q2 2025 to US$1.16b in Q4 2025 and US$1.05b in Q2 2026, while basic EPS has shifted from US$0.02 to US$0.49 and then US$0.36. This has taken place against a backdrop of net profit...
NYSE:AAP
NYSE:AAPSpecialty Retail

A Look At Advance Auto Parts (AAP) Valuation After Its Recent Share Price Rebound

Recent share performance and business snapshot Advance Auto Parts (AAP) has drawn fresh attention after a period of strong share performance, with the stock showing positive returns over the past week, month, past 3 months, year to date, and past year. That interest is coming alongside reported annual revenue of US$8.6b and net income of US$68 million, as the company continues to focus on providing automotive aftermarket parts and related services across North America and select international...
NasdaqGS:EZPW
NasdaqGS:EZPWConsumer Finance

Is It Too Late To Consider EZCORP (EZPW) After A 109% One Year Rally?

With EZCORP shares at US$32.78, many investors are asking the same question: is the stock still offering value after such a strong run, or has it already priced in most of the good news? The share price performance has been strong across multiple time frames, with returns of 3.3% over 7 days, 29.2% over 30 days, 63.4% year to date and 109.2% over the last year. The 3 year return sits at 281.2% and the 5 year return at 392.9%. Recent coverage around EZCORP has focused on its role in consumer...
NasdaqGS:MAT
NasdaqGS:MATLeisure

Mattel (MAT) Q1 EPS Return To Profit Tests Long Running Earnings Decline Narratives

Mattel (MAT) opened Q1 2026 with total revenue of US$862.2 million and basic EPS of US$0.21, while net income excluding extra items came in at US$61 million as investors weighed these fresh numbers against a current share price of US$15.08. Over the past year, the company has seen quarterly revenue move from US$826.6 million in Q1 2025 to US$862.2 million in Q1 2026, while EPS shifted from a loss of US$0.12 to a profit of US$0.21. This sets up a quarter in which profitability metrics and...
NYSE:VOYG
NYSE:VOYGAerospace & Defense

Voyager And Yonsei Pact Adds Global Research Angle To VISTA Story

Voyager Technologies (NYSE:VOYG) has signed a memorandum of understanding with Yonsei University to collaborate on space research and in orbit manufacturing. The agreement brings one of South Korea’s leading research institutions into the Voyager Institute for Space, Technology and Advancement (VISTA) ecosystem. The partnership is aimed at expanding international research ties and supporting new approaches to in space manufacturing projects. For investors watching NYSE:VOYG, this agreement...
NasdaqGS:MDLZ
NasdaqGS:MDLZFood

Mondelez (MDLZ) Is Up 6.5% After Beating Q1 2026 Estimates And Reaffirming Guidance – What’s Changed

Mondelez International reported first-quarter 2026 results with sales rising to US$10.08 billion from US$9.31 billion a year earlier, while net income increased to US$560 million and diluted EPS from continuing operations reached US$0.44, both higher than the prior-year period. Management’s reaffirmed full-year guidance, despite soft U.S. consumer confidence and cost risks tied to the Middle East conflict, underlines how its snack brands and emerging-market growth are underpinning...
NasdaqGS:ALKT
NasdaqGS:ALKTSoftware

Alkami Technology (ALKT) Revenue Growth Outpaces Market And Tests Profitability Concerns

Alkami Technology (ALKT) has opened 2026 with Q1 results that put the focus squarely on scaling revenue while working through ongoing losses, reporting total revenue of US$126.1 million alongside a basic EPS loss of US$0.09 and net income loss of US$10.0 million. The company has seen quarterly revenue move from US$97.8 million in Q1 2025 to US$126.1 million in Q1 2026, while quarterly basic EPS has moved from a loss of US$0.08 to a loss of US$0.09. This sets up a story where top line...
NYSE:AOS
NYSE:AOSBuilding

A. O. Smith (AOS) Heads Into Q1 2026 With 14.3% Margin Testing Bullish Narratives

A. O. Smith (AOS) heads into Q1 2026 with a recent run of steady top and bottom line figures, including Q4 2025 revenue of US$912.5 million and basic EPS of US$0.90, alongside trailing twelve month EPS of US$3.87 on revenue of US$3.8 billion. Over the past four quarters, the company has seen quarterly revenue move between US$912.4 million and US$1.0 billion, while basic EPS ranged from US$0.75 to US$1.07. This frames a consistent earnings profile that feeds into that trailing result. With a...
NasdaqGS:PATK
NasdaqGS:PATKAuto Components

Patrick Industries (PATK) Enters Q1 2026 With 3.4% Net Margin Testing Bullish Narratives

Patrick Industries (PATK) has just opened Q1 2026 earnings season with a backdrop of steady top line and EPS from recent quarters, including Q4 2025 revenue of US$924.2 million and basic EPS of US$0.90, alongside trailing twelve month revenue of US$3.95 billion and EPS of US$4.16. Over the last few reported periods, revenue has ranged from US$846.1 million to US$1.05 billion per quarter, while basic EPS has moved between US$0.45 and US$1.25. This gives investors a clear view of how sales and...