U.S. Semiconductors Stock News

Surf Air Mobility (SRFM) has drawn fresh attention after announcing a collaboration with Hawaii’s Department of Transportation and BETA Technologies on an eVTOL Integration Pilot Program under the White House’s Advanced Air Mobility National Strategy. See our latest analysis for Surf Air Mobility. Despite the eVTOL partnership headline, Surf Air Mobility’s recent trading has been weak, with a 30 day share price return of a 36.81% decline and a 1 year total shareholder return of a 53.92%...

With JD.com trading at around US$27.32 and investors weighing whether it is a value opportunity or a value trap, this article examines what the numbers may be indicating about the stock. The share price has faced pressure, with a 6.0% decline over 7 days, a 7.7% decline over 30 days, a 7.5% decline year to date, a 29.7% decline over the past year, a 47.1% decline over 3 years, and a 69.7% decline over 5 years. Recent headlines have focused on JD.com within broader discussions about Chinese...

If you are wondering whether TransDigm Group’s current share price fairly reflects its quality and prospects, you are not alone. This article is aimed squarely at that question. The stock recently closed at US$1,263.26, with a 7 day return of 11.2% decline, a 30 day return of 8.8% decline and a year to date return of 7.0% decline, while the 1 year return sits at 3.9% and the 3 year and 5 year returns are 97.8% and 164.3% respectively. These moves sit against a backdrop where TransDigm Group...

Extra Space Storage (NYSE:EXR) completed a US$244 million acquisition of 24 self storage properties. The deal expands the company’s footprint and adds new locations to its operating portfolio. Management also reported the first positive move in new customer rates in three years. Both developments point to meaningful activity in the company’s growth and pricing strategy. Extra Space Storage focuses on self storage facilities, a segment that often tracks housing moves, small business activity...

If you are wondering whether Rexford Industrial Realty is fairly priced today or if the market is overlooking something, you are in the right place for a closer look at what its current share price might actually reflect. The stock recently closed at US$38.72, with returns of 3.6% decline over 7 days, 0.3% decline over 30 days, 0.8% decline year to date, 0.2% decline over 1 year, 31.2% decline over 3 years, and 11.6% decline over 5 years. These figures may shape how investors think about its...

Deanna D. Strable-Soethout, President and CEO of Principal Financial Group (NasdaqGS:PFG), recently executed a sizeable insider sale of company shares. The transaction was carried out under a pre-planned trading arrangement, with no accompanying operational or financial announcements from the company. This management move stands out because it involves the CEO and comes at a time when there are no other material company updates. Principal Financial Group is a diversified financial services...

Clearfield (CLFD) opened fiscal Q1 2026 with revenue of US$34.3 million and a basic EPS loss of US$0.02, alongside net income from continuing operations of a US$0.3 million loss. Trailing twelve month figures show basic EPS of US$0.46 on revenue of US$154.8 million and net income of US$6.4 million. Over recent quarters the company has reported revenue in a range between US$34.3 million and US$49.9 million, with quarterly basic EPS moving between a loss of US$0.40 and a profit of US$0.12. This...

If you are wondering whether Digital Realty Trust is reasonably priced at its current level, this article will walk through what that might mean for you as an investor. The stock last closed at US$164.65, with returns of 5.0% over 30 days and 64.0% over 3 years, while the 1 year return sits at 1.0%, the year to date move is 6.2%, and the 7 day return is a 1.7% decline. Recent interest around listed data center REITs and ongoing discussion about how digital infrastructure fits into long term...

PTC (PTC) has opened fiscal Q1 2026 with total revenue of US$685.8 million and basic EPS of US$1.40, alongside trailing twelve month EPS of US$6.83 on revenue of about US$2.9b and net income of US$818.3 million. The company has seen quarterly revenue move from US$565.1 million and EPS of US$0.68 in Q1 2025 to US$685.8 million and EPS of US$1.40 in Q1 2026, with trailing net profit margin described at 28.6% versus 17% a year earlier, setting up a story where higher profitability sits next to...

What recent returns suggest about Navan’s profile Navan (NAVN) has drawn attention after a sharp share price pullback, with the stock down about 9% over the past day, 21% over the past week, and roughly 41% over the past month. Over the past 3 months, the decline sits near 44%, while the year-to-date move is about 38% lower, putting the current share price around US$10.02 and prompting closer scrutiny of the company’s fundamentals. See our latest analysis for Navan. Put simply, Navan’s recent...

If you are wondering whether Dollar Tree's current share price reflects fair value or a potential mispricing, you are in the right place. Recently, the stock has seen a 2% gain over the last 7 days, a 10.6% decline over the last 30 days, and a 60.5% return over the past year, which gives mixed signals about how the market is weighing its prospects and risks. These moves come as investors continue to reassess large US retailers and discount chains in general, paying closer attention to how...

Recent reports point to Etsy (ETSY) leaning into a mobile-first model, with higher app rankings, stronger usage metrics, and Depop’s rapid growth now sitting alongside buybacks and fresh institutional interest. See our latest analysis for Etsy. At a share price of US$54.46, Etsy has seen a 2.6% 1 day share price gain. However, the 30 day share price return of 11.3% and year to date share price return of 4.9% suggest momentum has cooled, while the 3 year total shareholder return loss of 60.4%...

Elevance Health (NYSE:ELV) is reshaping its business by adjusting its Medicaid and Medicare portfolio and stepping away from lower margin markets. The company is putting more emphasis on balance sheet strength and share repurchases, with less focus on new acquisitions. These changes highlight a shift in priorities toward margin stability and tighter capital allocation. For investors watching NYSE:ELV, this reset comes at a time when the stock has faced pressure, with a 10.5% decline over...

If you are wondering whether Smithfield Foods is starting to look like good value or getting a bit stretched, you are in the right place for a clear, valuation focused look at the stock. Smithfield Foods recently closed at US$24.57, with returns of 3.5% over 7 days, 13.1% over 30 days, 10.9% year to date and 24.2% over 1 year. This may signal that expectations and perceived risk around the stock have shifted. Recent company news has centered on Smithfield Foods' position in the packaged...

In recent months, Axsome Therapeutics reported interim unaudited 2025 results pointing to strong product revenue growth, while its lead drug Auvelity secured priority FDA review for treating agitation in Alzheimer’s disease with an April 30, 2026 target action date. These updates highlight how Axsome’s growing commercial footprint and expanding late-stage pipeline in central nervous system disorders could reshape the company’s long-term revenue mix if approvals and label expansions are...

In early January, Barclays began covering Apple Hospitality REIT, Inc. with a positive rating, emphasizing the REIT’s focus on operational efficiency, cost controls, and upgrading its hotel portfolio to newer assets that have supported steadier occupancy performance. This attention has reinforced Apple Hospitality REIT’s positioning as an income-oriented hotel owner, appealing to investors seeking recurring dividends linked to broad U.S. travel demand rather than rapid share price moves...

AXIS Capital Holdings (NYSE:AXS) reported record annual results, with its insurance segment posting strong underwriting profitability and improved operational efficiency. The company recorded its strongest combined ratio in more than a decade and double-digit book value growth over the year. Management highlighted investments in technology and AI, along with expansion into new specialty business lines, as key contributors to the latest performance. For you as an investor, the headline is...

Why Northern Oil and Gas (NOG) Is Back in Focus Recent commentary around Northern Oil and Gas (NOG) has zeroed in on its non operated model, recent debt extensions, balance sheet moves, and selective acquisitions. Taken together, these factors are reshaping how some investors view the stock. See our latest analysis for Northern Oil and Gas. At a share price of $24.44, Northern Oil and Gas has seen an 11.04% year to date share price return and a 16.21% 30 day share price return, even as its 1...

U.S. Senator Elizabeth Warren has opened a probe into auto lending practices, highlighting concerns about illegal and mistaken car repossessions. Ally Financial (NYSE:ALLY) is among the auto lenders under scrutiny in this federal inquiry. The review focuses on how lenders handle delinquencies, repossessions, and customer disclosures in auto finance. For Ally Financial, auto lending is a core business line, so any federal attention on repossession practices is directly relevant to how the...

Latest FY 2025 headline numbers Victory Capital Holdings (VCTR) closed FY 2025 with fourth quarter revenue of US$374.1 million and basic EPS of US$1.33, while trailing twelve month revenue reached US$1.3 billion and EPS came in at US$4.13. Over recent quarters, revenue has moved from US$219.6 million in Q1 2025 to US$351.2 million in Q2, US$361.2 million in Q3 and US$374.1 million in Q4, with basic EPS over the same stretch of US$0.94, US$0.71, US$1.12 and US$1.33 respectively. With trailing...

BOK Financial Corporation recently declared a cash dividend of US$0.63 per share on its common stock, payable on or about March 5, 2026, to shareholders of record as of February 19, 2026. This continued pattern of cash returns highlights management’s focus on income distribution, which may be especially relevant for yield-oriented shareholders. We’ll now examine how this continued dividend commitment shapes BOK Financial’s investment narrative, particularly for investors focused on steady...

Pomerantz LLP has launched an investigation into Teleflex (NYSE:TFX) for potential securities violations or unlawful business practices. The review follows the abrupt departure of Chairman, President, and CEO Liam Kelly, who left the company suddenly. The combination of a leadership shake up and legal scrutiny represents a material development for Teleflex shareholders. Teleflex is a medical technology company that supplies devices used in critical care and surgical settings, so leadership...

What triggered the latest focus on Tronox Holdings (TROX)? Tronox Holdings (TROX) just paired higher fourth quarter 2025 revenue guidance of US$730 million with plans to permanently close its TiO2 plant in Fuzhou, China, highlighting both growth expectations and a shift in its cost base. See our latest analysis for Tronox Holdings. The guidance upgrade and Fuzhou closure come after a sharp 102.05% 90 day share price return and 61.83% year to date gain, even though the 1 year total shareholder...

Xcel Energy (NasdaqGS:XEL) has entered new alliances with GE Vernova and NextEra Energy to expand renewable energy infrastructure and support growing power needs from data centers. The company is also advancing the proposed PowerOn Midwest transmission line to connect new energy sources to the grid and support regional reliability. These agreements include work on gas and wind turbines, grid modernization, AI applications, and added capacity for large data center customers. Xcel Energy,...