U.S. Semiconductors Stock News

United Community Banks (UCB) has wrapped up FY 2025 with fourth quarter revenue of US$264.7 million and basic EPS of US$0.71, supported by trailing twelve month revenue of US$1.0 billion and EPS of US$2.62. The bank has seen revenue move from US$901.2 million and EPS of US$2.04 over the prior trailing period to US$1.0 billion and EPS of US$2.62 most recently, alongside a net profit margin of 31.4% versus 27.1% a year earlier. This puts the focus firmly on how efficiently it is turning its top...

Blue Owl Capital (OWL) shares were in focus after the company posted fourth quarter and full year 2025 results, and affirmed its regular dividend, a combination that can reset expectations around income and growth potential. See our latest analysis for Blue Owl Capital. Despite the earnings and dividend news lifting the 1 day share price return to 1.90%, Blue Owl Capital’s 30 day share price return of 22.72% and 1 year total shareholder return of 46.74% point to fading momentum after earlier...

Kilroy Realty (KRC) is back in focus after releasing fourth quarter and full year 2025 results. The company booked a US$16.26 million real estate impairment and issued 2026 net income guidance, alongside commentary on leasing progress and institutional interest. See our latest analysis for Kilroy Realty. The recent earnings release and US$16.26 million impairment have come against a weaker trading backdrop for Kilroy Realty, with a 30 day share price return of a 14.40% decline and a 90 day...

Vornado Realty Trust recently reported its fourth-quarter and full-year 2025 results, showing largely stable revenue year over year, completed a US$525 million refinancing of its One Park Avenue Manhattan office property, continued repurchasing shares, and declared quarterly preferred dividends payable on April 1, 2026. A sharp rise in full-year net income and earnings per share from continuing operations, alongside refinancing that extends debt maturity to 2031, has reinforced perceptions...

Elevance Health (ELV) is back in focus after another earnings beat, a higher outlook, and ongoing multibillion dollar share buybacks. This combination puts management decisions and capital return front and center for investors. See our latest analysis for Elevance Health. At a share price of US$346.24, Elevance Health has seen short term share price momentum pick up with a 7 day share price return of 3.0%. However, the 1 year total shareholder return of a 9.6% decline and 3 year total...

Texas Instruments has amended its by laws to establish exclusive legal forums for certain corporate and securities related claims. The Delaware Court of Chancery is now the designated forum for many internal corporate disputes involving Texas Instruments. Federal courts are set as the exclusive venue for specific claims under US securities laws that apply to Texas Instruments and its shareholders. For investors in Texas Instruments, ticker NasdaqGS:TXN, this governance shift sits alongside...

Robert Half recently promoted Linda Christensen to senior vice president of global marketing, tasking her with leading global brand strategy, digital modernization and data-driven marketing to support the company’s long-term growth objectives. This leadership move, alongside the firm’s push into AI-enabled platforms and operational modernization, highlights how Robert Half is trying to sharpen its competitive edge in a challenging market. We’ll now examine how Christensen’s expanded remit...

Circle Internet Group (NYSE:CRCL) has partnered with Polymarket to roll out native USDC as the core settlement asset for its prediction markets. The collaboration aims to create a reliable and transparent onchain settlement setup for users transacting in USDC on Polymarket. Circle has also received preliminary approval to form a national trust bank in the U.S., advancing its regulatory footing in digital asset banking. For investors tracking NYSE:CRCL, these moves come as the stock trades...

Waters Corporation (NYSE:WAT) introduced new high-sensitivity liquid chromatography columns featuring MaxPeak Premier Technology. The company completed a realignment of its operations into four focused divisions aimed at adjacent high-growth markets. Waters, a long-established player in analytical instruments and laboratory solutions, is using this product launch and business realignment to sharpen its role in analytical sciences and diagnostics. The new columns with MaxPeak Premier...

Rayonier has closed its merger with PotlatchDeltic, forming a larger timberland REIT that will operate under the Rayonier name for now. The combined company significantly expands timberland holdings across key softwood regions in the U.S. and New Zealand. A new corporate name and ticker are expected later in the first quarter, while shares currently trade as NYSE:RYN at $23.5. For you as an investor, this merger shifts Rayonier, NYSE:RYN, into a different league in terms of size and...

AI concerns put DocuSign in focus Goldman Sachs’ new AI themed pair trade has put DocuSign (DOCU) under the microscope, after the firm tagged the e-signature provider as potentially exposed to automation risk on the short side. For investors, that classification raises fresh questions about how DocuSign’s US$3.2b revenue business, built around electronic signatures and broader agreement management tools, might be valued if markets increasingly separate perceived AI beneficiaries from...

Assessing Eli Lilly after recent performance Eli Lilly (LLY) has drawn attention after a recent share price pullback, with the stock down about 2% over the past month and 2% over the past 3 months, prompting fresh questions on valuation. See our latest analysis for Eli Lilly. The recent pullback sits within a mixed picture, with a 1-day share price return of a 1.5% decline and a year-to-date share price return of a 5.5% decline. Meanwhile, the 1-year total shareholder return is 18.6% and the...

Unity Software recently reported its fourth-quarter and full-year 2025 results, showing revenue rising to US$503.09 million for the quarter and US$1.85 billion for the year, while net losses and per-share losses narrowed compared with 2024. Around the same time, Unity issued first-quarter 2026 revenue guidance of US$480 million to US$490 million, filed a US$508.27 million shelf registration for ESOP-related common stock, and announced board and accounting leadership changes that could...

Ad-tech company EVA Live (Nasdaq:GOAI) has launched its first client-facing web application for NeuroServer.

Quad/Graphics (QUAD) closed out FY 2025 with fourth quarter revenue of $630.6 million and basic EPS of $0.23, alongside net income of $11.1 million. Over the past few quarters, the company has seen revenue move from $708.4 million and EPS of $0.10 in Q4 2024 through $629.4 million and $0.12 in Q1 2025, $571.9 million and roughly breakeven EPS in Q2 2025, then $588 million and $0.21 in Q3 2025. This frames a year where profitability settled in at a trailing twelve month EPS of $0.57 on $2.4...

UnitedHealth Group suspended its earnings guidance after an unanticipated surge in medical costs. The company replaced its CEO as it confronts ongoing regulatory investigations. UnitedHealth Group is also facing a government probe into its Medicare billing practices. For investors watching NYSE:UNH, this cluster of events marks a clear inflection point. The share price stands at $288.2, with returns down 12.9% over the past 30 days and 14.3% year to date. Over the past year, the stock shows...

LXP Industrial Trust recently reported its fourth-quarter and full-year 2025 results, showing lower quarterly sales and earnings but higher full-year net income, alongside disclosure that it has now completed a long-running share repurchase program totaling 23,207,370 shares for US$223.45 million. At the same time, the company issued 2026 guidance that frames a wide range for net income per share and outlines expectations for Adjusted Company FFO, giving investors fresh context on how its...

HF Sinclair (DINO) has just posted its FY 2025 third quarter numbers, with revenue of US$7.3b and basic EPS of US$2.16, set against trailing 12 month earnings growth of 18.7%. The company has seen revenue move from US$7.2b in Q3 2024 to US$7.3b in Q3 2025, while quarterly EPS shifted from a loss of US$0.40 to EPS of US$2.16. The trailing net profit margin sits at 1.5% versus 1.1% last year, giving investors a clearer view of how the earnings profile is shaping up. Taken together, these...

Hillman Solutions (HLMN) has wrapped up FY 2025 with fourth quarter revenue of US$365.1 million and basic EPS of roughly US$0.01, rounding out a trailing twelve month picture that shows US$1.6 billion of revenue and EPS of about US$0.20. Over the past six reported quarters, revenue has moved from US$349.6 million in Q4 2024 to US$365.1 million in Q4 2025. Quarterly EPS has ranged from a small loss of about US$0.00 in early 2025 to US$0.12 in Q3 before easing back to roughly US$0.01 in the...

Enpro (NPO) has put up another solid set of numbers for FY 2025 so far, with Q3 revenue at US$286.6 million and basic EPS of US$1.02. Trailing twelve month EPS sits at US$4.11 on US$1.1 billion of revenue. The company has seen revenue move from US$1.04 billion with EPS of US$2.58 over the twelve months to Q3 2024 to US$1.1 billion with EPS of US$4.11 over the latest twelve month window. This has come alongside earnings growth of 59.7% and an uptick in net profit margin from 5.2% to 7.8%,...

Beta Bionics (BBNX) just closed out FY 2025 with Q4 revenue of US$32.1 million and a net loss of US$13.5 million, which translated to EPS of US$0.30 loss, while trailing 12 month revenue reached US$100.3 million alongside a net loss of US$73.2 million and EPS of US$1.81 loss. Over recent quarters the company has seen revenue move from US$17.6 million and EPS of US$0.93 loss in Q1 2025 to US$27.3 million and EPS of US$0.33 loss in Q3 2025, before landing at the latest Q4 run rate. For...

Rogers (ROG) has just wrapped up FY 2025 with Q4 revenue of US$201.5 million and basic EPS of US$0.26, alongside net income of US$4.6 million. Its trailing twelve month figures show revenue of US$810.8 million and a net loss of US$61.8 million, equal to a basic EPS loss of US$3.40. Over recent quarters the company has reported revenue moving from US$192.2 million in Q4 2024 to a range of US$190.5 million to US$216 million through FY 2025, with quarterly basic EPS varying between a loss of...

In February 2026, PTC announced that SPG Company selected its cloud-based FlexPLM solution to replace a legacy PLM system and modernize end-to-end product lifecycle operations, aiming to improve data accuracy, collaboration, and development speed. This client win reinforces PTC's vision for an Intelligent Product Lifecycle, where a unified product data foundation can underpin AI-driven transformation across large enterprises. Next, we’ll examine how SPG’s move to FlexPLM, especially its...

Costamare (NYSE:CMRE) has put up another solid set of shipping numbers, with third quarter FY 2025 revenue of US$225.2 million and EPS of US$0.77, while trailing twelve month revenue sits at about US$2.1 billion with EPS of US$2.50. Over the past few reported periods, revenue has ranged from US$217.9 million to US$548.4 million a quarter and EPS from US$0.25 to US$0.90. This gives investors a clearer view of how earnings power has shifted across the cycle and where current margins are...