U.S. Semiconductors Stock News

UGI (UGI) has opened its 2026 financial year with Q1 revenue of about US$2.1b and basic EPS of US$1.38, alongside net income excluding extraordinary items of US$297m. Over recent quarters the company has seen revenue move between US$1.2b and US$2.7b, while basic EPS has ranged from a loss of US$1.27 per share to a high of US$2.23 per share. This gives investors a wide band of recent earnings outcomes to weigh. With trailing 12 month EPS at US$2.79 on net income of US$600m, the latest quarter...

Recently, Liquidia Corp was identified as meeting the Minervini Trend Template, reflecting strong technical momentum alongside very large year-over-year revenue growth and upgraded analyst revenue forecasts. This combination of exceptional top-line expansion and positive revisions has positioned Liquidia as a market leader in its niche, attracting heightened investor attention even as volatility remains elevated. Next, we will explore how Liquidia’s very large revenue growth and upgraded...

National Storage Affiliates Trust (NSA) has recently drawn attention after a period of mixed performance. The stock has shown a one-month return of 9.3% and a one-year total return of 8.7%. See our latest analysis for National Storage Affiliates Trust. At a share price of US$32.16, National Storage Affiliates Trust has seen a 1 month share price return of 9.28% and a year to date share price return of 15.31%, while its 1 year total shareholder return of 8.71% points to momentum that has been...

Wondering if Braze is starting to look like a bargain or if the market is pricing it fairly, given all the recent volatility around growth stocks? After a sharp reset, Braze's share price sits at US$17.73, with a return of an 18.7% decline over 7 days, a 43.5% decline over 30 days, a 45.5% decline year to date, a 58.3% decline over the past year, and a 43.1% decline over 3 years. Recent coverage has focused on how customer engagement platforms like Braze fit into software budgets and how...

If you are wondering whether Camden Property Trust is fairly priced or offering value right now, this article will walk through what the current numbers are actually saying. The stock last closed at US$106.57, with recent returns of a 2.2% decline over 7 days, 3.4% decline over 30 days, 3.3% decline year to date and 6.0% decline over 1 year, compared with an 18.9% gain over 5 years. These moves have come as investors continue to reassess US residential real estate investment trusts and how...

Yum! Brands (YUM) has wrapped up FY 2025 with fourth quarter revenue of US$2.5b and basic EPS of US$1.92, while trailing twelve month revenue sits at US$8.2b with EPS of US$5.59. Over the past year, revenue has ranged from US$1.79b in Q1 2025 to US$2.51b in Q4 2025, with quarterly EPS moving from US$0.90 to US$1.92. This gives investors a clear view of how the top and bottom lines have tracked through the year. With a trailing net margin of 19%, the latest results highlight a business where...

Dynatrace (NYSE:DT) introduced Dynatrace Intelligence, a platform combining deterministic and agentic AI for autonomous operations and observability, at its Perform conference. The company also announced next-generation Real User Monitoring capabilities and new cloud-native integrations at the same event. These updates are aimed at unifying data, AI driven insights, and monitoring across complex multi cloud environments. Dynatrace (NYSE:DT) operates in observability and application...

Johnson Controls International (NYSE:JCI) has rolled out new chiller solutions focused on high-density, AI-driven data centers. The lineup includes the YORK YDAM air-cooled magnetic bearing centrifugal chiller and the Smart Ready Chiller series, aimed at thermal management and sustainability needs. The company also released a Reference Design Guide Series for 1-gigawatt AI data centers. Susan Hughes has been appointed President, Asia Pacific, to lead growth across key markets in the...

If you are wondering whether PACCAR is still priced reasonably after a strong run, this article will walk through what the current share price might be implying about its value. With the stock at US$127.42 and returns of 3.3% over 7 days, 8.8% over 30 days, 14.2% year to date and 21.4% over 1 year, longer term holders have also seen returns of 95.1% over 3 years and 132.7% over 5 years. Recent attention on PACCAR has been supported by ongoing coverage of its position in the capital goods...

If you are wondering whether Gen Digital at around US$22.43 is starting to look like value or still has more room to fall, you are not alone. The stock has pulled back recently, with a 6.2% decline over the last 7 days, a 14.4% decline over the last 30 days, and year to date returns of a 14.0% decline, compared with returns of a 17.7% decline over the last year, 12.2% over 3 years, and 17.0% over 5 years. Recent coverage has focused on Gen Digital's position in consumer cyber safety and...

If you are wondering whether Adeia at around US$17.31 is offering fair value or an opportunity, this article walks through what the current price implies about the business. The share price has seen a 4.4% decline over the past week and a 6.5% decline over the last 30 days, yet it sits on a 37.6% return over 1 year and 69.5% over 3 years, with a 5 year gain of around 3.3x. Recent coverage has focused on Adeia's role as an intellectual property licensing company and investor attention around...

First Commonwealth Financial Corporation reported fourth-quarter 2025 results on January 27, 2026, with higher net interest income and net income year over year, alongside a quarterly dividend increase to US$0.135 per share and continued share repurchases under existing buyback authorizations. The company also reduced net charge-offs versus both the prior quarter and the prior year and expanded its share repurchase authorization by an additional US$25 million to a total of US$50 million,...

Murphy USA (MUSA) has wrapped up FY 2025 with fourth quarter revenue of US$4.7b and basic EPS of US$7.61, on net income of US$141.9m, setting the tone for how investors will read the full year. Over recent periods, the company has seen quarterly revenue move from US$4.1b in Q4 2024 to US$4.7b in Q4 2025, while basic EPS shifted from US$7.07 to US$7.61 over the same span. Trailing twelve month EPS stands at US$24.38 on net income of US$470.6m, leaving investors focused squarely on how the 2.4%...

Tower Semiconductor announced new progress in scaling high performance silicon photonics for 1.6T data center optical modules. The technology is designed to work with leading networking protocols and targets AI infrastructure and data center applications. The move positions the company to address demand for higher data rates and improved optical connectivity across AI and telecom workloads. Tower Semiconductor, listed as NasdaqGS:TSEM, is leaning into AI infrastructure with this silicon...

Patria Investments Limited ( NASDAQ:PAX ) has announced that it will pay a dividend of $0.15 per share on the 12th of...

Regular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see Sierra...

Bloom Energy Corporation ( NYSE:BE ) shares have had a really impressive month, gaining 33% after a shaky period...

As you might know, Eaton Corporation plc ( NYSE:ETN ) recently reported its full-year numbers. Results were roughly in...

Cirrus Logic, Inc. ( NASDAQ:CRUS ) just released its third-quarter report and things are looking bullish. The company...

Event context and recent stock performance FirstEnergy (FE) shares moved about 1% in the latest session, continuing a mixed recent run that includes a small weekly decline along with positive moves over the past month and past 3 months. See our latest analysis for FirstEnergy. At a share price of US$46.99, FirstEnergy’s recent 1-day share price return of 1.27% sits alongside a 30-day share price return of 4.79% and a 1-year total shareholder return of 23.17%. This indicates that momentum has...

In recent updates, Wingstop Inc. reported strong fundamental results with solid revenue and earnings growth, while opening hundreds of new restaurants to accelerate its expansion. An interesting angle is how this rapid unit growth, paired with high profitability measures, is supporting a technical backdrop that some investors view as the foundation for the next phase of the company’s story. Next, we’ll examine how Wingstop’s ambitious restaurant expansion program shapes the company’s broader...

With no single headline event driving attention today, Allison Transmission Holdings (ALSN) is drawing interest as investors weigh its recent share performance, business profile, and current valuation signals around the stock. See our latest analysis for Allison Transmission Holdings. The recent 30 day share price return of 11.98% and 90 day share price return of 38.80% suggest momentum has been building. The 3 year total shareholder return of 161.39% and 5 year total shareholder return of...

Boyd Gaming (NYSE:BYD) reported Q4 2025 results that included stronger revenue and profit, alongside a substantial contraction in operating margins. Header image: The company recorded a $31 million asset impairment in Q4 2025, indicating that specific assets are now valued below prior carrying levels. These mixed signals, including higher reported earnings alongside margin pressure and an impairment charge, present a fresh set of considerations for shareholders. Shares of Boyd Gaming last...

Minerals Technologies Inc. reported past full-year 2025 results showing sales of US$2,072.6 million versus US$2,118.5 million a year earlier, shifting from net income of US$167.1 million to a net loss of US$18.4 million and a basic loss per share from continuing operations of US$0.59. Despite this swing to a loss, the company highlighted progress in higher-growth consumer markets such as Household & Personal Care and expansion of paper and packaging satellite plants in Asia, alongside plans...