U.S. Semiconductors Stock News

Why the UBS upgrade matters for United Rentals UBS recently upgraded United Rentals (URI) from Neutral to Buy, pointing to an expected rebound in U.S. non residential construction and stronger earnings potential, a shift that coincided with a sharp move in the shares. For you as an investor, the key question is how much of that optimism is already reflected in United Rentals recent performance and whether the current share price still aligns with your risk tolerance and time horizon. See our...

If you are wondering whether IDEAYA Biosciences is still sensibly priced after its recent run, this article walks through what the current share price could mean for you as an investor. IDEAYA shares last closed at US$37.38, with returns of 10.4% over the past week, 11.4% over the past month, 10.4% year to date, 55.6% over the past year and 99.7% and 121.8% over the past 3 and 5 years respectively. This raises questions about how much future upside or risk is now reflected in the...

If you are wondering whether On Holding's share price still offers value after a strong run in recent years, the key question is how the current market price lines up with the underlying business. The stock last closed at US$49.12, with returns of 4.6% over the past week, 0.7% over the past month, 4.6% year to date, and a 13.3% decline over the past year, while the three year return sits at 137.3%. Recent attention on the company has been shaped by ongoing interest in branded athletic...

BofA Securities recently upgraded Expeditors International of Washington, expressing increased optimism for the freight forwarder as it provides air and ocean freight and brokerage services amid expectations of a sector recovery. This shift in analyst stance comes even as Expeditors has faced slower revenue expansion, higher input costs, and signs of diminishing returns on capital. We’ll now explore how this upbeat sector view, despite Expeditors’ margin and growth pressures, reshapes the...

If you are wondering whether Upbound Group at around US$19.84 is priced attractively or not, this article walks through what the numbers are really saying about its value. The share price return sits at 14.4% over the last 7 days and 8.8% over the last 30 days, while the 1 year return of a 26.9% decline and 5 year return of a 46.1% decline tell a different story over longer periods. Recent coverage around Upbound Group has focused on how the business is positioned within the US retail space...

Solowin Holdings (NasdaqCM:AXG) has released its H1 2026 scorecard with trailing 12 month revenue of US$7.7 million and a net loss of US$6.9 million, against a current share price of US$4.18. The company has seen revenue move from US$0.95 million in H2 2024 to US$1.47 million in H1 2025 and US$1.85 million in H2 2025, while basic EPS over those periods shifted from a loss of US$0.38 per share to a loss of US$0.39 and then a smaller loss of US$0.14. For investors, a key consideration is how...

Taysha Gene Therapies recently reported that it has dosed the first patient in its REVEAL pivotal trial of TSHA-102 for Rett syndrome and secured written FDA alignment to include safety data from the ASPIRE trial in its planned Biologics License Application. This combination of clinical progress and regulatory clarity could shape how broadly TSHA-102 is ultimately labeled for patients as young as two. We’ll now consider how FDA alignment on using ASPIRE safety data in the TSHA-102 filing...

Ameresco (AMRC) is back on investor radar after announcing that its renewable natural gas facility at the Upper Rock Island County Landfill in Illinois reached operation, converting landfill gas into pipeline-quality fuel. See our latest analysis for Ameresco. The latest RNG project arrives after a tough stretch for the share price, with a 90 day share price return showing a 27.38% decline and a 3 year total shareholder return showing a 49.26% decline, although the 1 year total shareholder...

Hyperscale Data, Inc. recently filed an US$8.60 million shelf registration for up to 43,011,836 shares of Class A common stock and confirmed CBIZ CPAs P.C. as its auditor for fiscal 2025, while outlining preliminary year-end asset estimates including cash and Bitcoin holdings. The company’s decision to build a very large Bitcoin treasury relative to its market value, combined with frequent asset-disclosure updates and insider buying, has become a central feature of its evolving investment...

Why PNC Financial Services Group Is On Investors’ Radar PNC Financial Services Group (PNC) has recently drawn attention after delivering annual revenue of US$21,799 million and net income of US$6,159 million. This has prompted investors to reassess how the stock’s recent returns line up with these fundamentals. See our latest analysis for PNC Financial Services Group. PNC’s recent share price of US$217.55 comes after a 16.39% 90 day share price return, while the 1 year total shareholder...

Cognizant Technology Solutions (CTSH) raised its full year profit and revenue guidance after consistent earnings beats and strong Q3 results, with investors now watching upcoming Q4 numbers and the 3Cloud acquisition for further clarity. See our latest analysis for Cognizant Technology Solutions. The recent guidance upgrade and 3Cloud acquisition sit against a share price of US$85.26, with a 90 day share price return of 28.52% and a 1 year total shareholder return of 15.03%. This suggests...

The RealReal recently implemented Motorola Solutions’ AI-enabled video security system across its operations, turning its manual inventory intake into a digital workflow and cutting asset-protection operating expenses by about 60% while improving tracking of unique luxury items. This shift from slow, reactive monitoring to rapid, AI-driven item search and proactive loss prevention materially changes how The RealReal manages risk, efficiency, and scalability in its consignment model. We’ll...

BOK Financial, which reports its next earnings on January 16, 2026, has recently been highlighted for a positive Earnings ESP and a track record of outperforming analyst estimates in its most recent results. This combination of a positive Earnings ESP and consistent estimate beats has sharpened analyst focus on the bank’s near‑term earnings power and operating resilience. We’ll now consider how growing optimism around BOK Financial’s Earnings ESP and potential earnings beat interacts with...

Insider sales and fresh shelf registrations put Permian Resources under the spotlight Permian Resources (PR) has drawn attention after several senior executives disclosed sizable insider stock sales closely following a corporate reorganization and a series of new and closed shelf registrations for its securities. The reorganization aligned management ownership with public investors and simplified the company’s structure, while the latest shelf moves increased flexibility for potential future...

InMode Ltd. recently issued updated earnings guidance, projecting fourth-quarter 2025 revenue of about US$103.6 million to US$103.8 million, full-year 2025 revenue of roughly US$370.2 million to US$370.4 million, and full-year 2026 revenue of US$365 million to US$375 million. This guidance gives investors a clearer view of InMode’s expected revenue trajectory over the next two years, which can be weighed against prior expectations for moderating earnings and margin compression in its...

Arrowhead Pharmaceuticals recently reported that China’s National Medical Products Administration approved REDEMPLO (plozasiran) for adults with familial chylomicronemia syndrome, following earlier authorizations in the US and Canada and expanding access to the first siRNA therapy in this rare triglyceride disorder. This third regulatory approval, alongside encouraging early obesity trial data for ARO-INHBE and ARO-ALK7, highlights Arrowhead’s growing RNAi footprint in both rare disease and...

If you are wondering whether First Citizens BancShares at around US$2,175 per share is still offering value or is already pricing in the story, you are in the right place. The stock shows returns of 0.8% over the last 7 days and 5.8% over the last 30 days, with 1 year returns at 5.8% and a very large 3 year gain of about 2.5x. Recent attention around First Citizens BancShares has focused on its role in the US banking sector, including how investors view its size and position among regional...

In early January 2026, Toast announced new retail-focused updates to its Toast IQ AI assistant and broader platform, adding real-time inventory actions, catalog optimization tools, AI invoice scanning, cloud-enabled scales and labeling integrations, and AI-supported digital advertising capabilities. A particularly interesting development is Toast IQ’s ability to execute operational changes directly from a chat interface, such as marking products out of stock or generating item descriptions,...

Wondering if PulteGroup at around US$132.20 still offers value or if most of the opportunity is already reflected in the price? This article walks through the numbers so you can judge how the current market price stacks up against a range of valuation checks. The stock shows returns of 11.0% over the last 7 days, 4.6% over 30 days, 11.0% year to date and 23.8% over 1 year, with longer term returns of 166.8% over 3 years and 225.1% over 5 years. That kind of track record often prompts...

In recent days, analysts at Craig-Hallum and Lake Street reaffirmed positive views on LightPath Technologies, highlighting its shift toward vertically integrated high-value infrared imaging systems and its expanding presence in defense and drone applications, underpinned by a record US$90,000,000 backlog and multi‑year contracts. An additional US$8,000,000 investment aimed at strengthening LightPath’s footprint in the drone and UAV infrared imaging market underscores how external funding is...

Recently, Seaport Global upgraded Quanta Services to a Buy rating, highlighting its leading role in U.S. electric power infrastructure and exposure to large-scale projects and acquisitions across data centers and energy storage. The upgrade underscores how Quanta’s involvement in complex grid, generation, and data center power projects is increasingly central to long-term infrastructure build-outs. Next, we’ll examine how this analyst upgrade, emphasizing Quanta’s power infrastructure...

Frontdoor’s latest earnings and why they matter for investors Frontdoor (FTDR) recently reported quarterly results with revenue and EBITDA above market expectations, while its EBITDA guidance for the coming quarter came in below consensus, creating a mixed signal for investors watching near term profitability. The company posted US$618 million in revenue for the period, which was 14.4% higher year on year and 1.1% ahead of analyst forecasts, alongside what management described as a decent...

Six Flags Entertainment (FUN) has just priced and completed a US$1b offering of 8.625% senior notes due 2032, using the proceeds to fully redeem senior notes maturing in 2027 and reshape its debt schedule. See our latest analysis for Six Flags Entertainment. The refinancing news comes after a busy few months for Six Flags Entertainment, including the grand opening of Six Flags Qiddiya City and decisions around its Six Flags Over Texas stake. The 1 day share price return of 4.25% and 30 day...

Jacobs Solutions announced that Hut 8 has selected it to provide Engineering, Procurement and Construction Management services for the River Bend data center in Louisiana, a US$7.0 billion, 245-megawatt AI and high-performance computing campus anchored by a 15-year lease and phased data hall completions through 2027. This win expands Jacobs’ role in advanced data centers and AI infrastructure, underscoring how its technical capabilities are being applied to some of the largest and most...