U.S. Semiconductors Stock News

Sally Beauty Holdings (SBH) is back on traders’ screens after solid quarterly results helped lift the stock, even as flat same-store sales and an unchanged store count raise questions about how much further revenue can grow. See our latest analysis for Sally Beauty Holdings. At a share price of $15.75, Sally Beauty’s recent 2.5% 1‑day and 8.7% year to date share price returns sit alongside a 40.9% 1 year total shareholder return, hinting that traders see the latest quarterly update as easing...

Earlier this month, Motorola Solutions announced the motorola razr FIFA World Cup 26 Edition, a limited-edition foldable smartphone that celebrates its role as Official Smartphone Partner of FIFA World Cup 2026, featuring exclusive tournament-themed design, content, and initial availability through motorola.com, Verizon, and select Canadian channels from February 12, 2026. Beyond being a collectible device for fans, the launch underscores how Motorola is using a global sports partnership to...

Palo Alto Networks (PANW) is back in focus for investors after recent share price swings, with the stock showing mixed short term performance. It has posted a 5.4% gain over the past week but has shown weaker performance over the past 3 months. See our latest analysis for Palo Alto Networks. At a share price of $189.02, Palo Alto Networks has seen its recent 7 day share price return of 5.38% sit against a weaker 90 day share price return of an 11.37% decline, while the 5 year total...

On December 29, 2025, AAON, Inc. exercised the accordion feature on its amended revolving credit facility, lifting its available borrowing capacity by US$100.0 million to US$600.0 million without altering other terms. This expanded credit line gives AAON more room to fund working capital, capital projects, and long-term growth initiatives as customer demand increases. We’ll now examine how AAON’s expanded US$600.0 million credit facility could influence its investment narrative and future...

In December, AST SpaceMobile successfully launched its BlueBird 6 satellite array, a major step toward delivering 4G and 5G broadband directly to standard smartphones from low Earth orbit. This breakthrough has intensified debate among analysts and investors, balancing enthusiasm over the technology’s potential with concerns about execution risks, adoption speed, and heavy capital requirements. We’ll now examine how this BlueBird 6 milestone, and the questions it raises about execution and...

Multiple analyst downgrades tied to California specific headwinds, including weaker local fundamentals, potential rent control and new tax proposals, have brought Essex Property Trust (ESS) into sharper focus for income oriented real estate investors. See our latest analysis for Essex Property Trust. At a recent share price of US$251.02, Essex’s short term share price returns, including a 1 day move of 2.31% and 30 day return of 2.56%, suggest recent analyst downgrades are feeding into...

TD Cowen’s latest update on WSFS Financial (WSFS) centers on its refreshed view ahead of Q4 earnings, linking the bank’s prospects to sector wide expectations and a potentially more supportive Federal Reserve stance in 2026. See our latest analysis for WSFS Financial. WSFS Financial’s share price has edged around current levels over the past month, with a 90 day share price return of 6.53% and a 1 year total shareholder return of 13.47%. This suggests momentum that investors appear to be...

In recent months, Immunovant announced a US$550 million stock offering supported by controlling shareholder Roivant Sciences and reported insider share sales by its Chief Technology Officer to cover tax obligations on vested restricted stock units. Analyst upgrades and reiterations have drawn attention to Immunovant’s autoimmune pipeline, with particular focus on the potential of its Graves’ disease candidate IMVT-1402. Next, we’ll examine how this substantial capital raise to support...

In recent days, Benchmark & Co analyst Mike Hickey reiterated his optimistic view on Cinemark Holdings, emphasizing the supportive impact of the Warner Bros.–Discovery sale process on traditional theater windows. At the same time, Cinemark’s active share repurchase program underscores management’s conviction in the company’s long-term prospects and capital allocation priorities. Now we’ll examine how management’s active share repurchases could influence Cinemark’s broader investment...

Neogen (NEOG) is back in focus after quarterly results topped market expectations and management lifted full year revenue guidance to US$845 million to US$855 million, alongside a higher adjusted EBITDA outlook. See our latest analysis for Neogen. At a share price of US$9.62, Neogen has seen a sharp shift in sentiment, with a 37.43% 7 day share price return and 61.68% 90 day share price return following its beat and raise quarter and new senior commercial hires, even though the 1 year total...

Hillman Solutions (HLMN) has caught investor attention after recent share price moves, with the stock last closing at US$9.82. That has many holders checking how its recent returns line up with its fundamentals. See our latest analysis for Hillman Solutions. The recent 7 day share price return of 12.74% and 30 day share price return of 6.28% suggest positive momentum building around Hillman Solutions, while the 1 year total shareholder return of 5.71% points to a more modest longer term...

If you are wondering whether Netflix is still a good deal at today's price, this article will walk through what that current market value really reflects. Over shorter periods the stock has been choppy, with a 1.7% decline over the last week and a 6.0% decline over the last month, while the 1 year return sits at 6.8% and the 3 year and 5 year returns are 168.8% and 79.6% respectively. Those moves have kept Netflix in the spotlight as investors reassess what they are willing to pay for...

Axsome Therapeutics recently received formal pre-NDA meeting minutes from the FDA confirming that its existing data package is sufficient to support an NDA submission for AXS-12 to treat cataplexy in narcolepsy, with Orphan Drug Designation potentially enabling seven years of U.S. marketing exclusivity and waiver of FDA user fees if approved. This regulatory progress, combined with Axsome’s broader late-stage neuroscience pipeline targeting serious CNS conditions affecting over 150 million...

In early January 2026, Trinity Industries, Inc. raised its full-year 2025 earnings guidance, lifting expected earnings per share to a range of $3.05 to $3.20 after incorporating a projected $1.50 EPS impact. This upward revision signals management’s increased confidence in Trinity’s earnings power, a key consideration for investors assessing the company’s evolving risk–reward profile. Next, we’ll examine how Trinity’s higher 2025 earnings guidance interacts with earlier assumptions about its...

If you are wondering whether AeroVironment at US$364.99 is priced for perfection or still has room on the table, you are not alone. The stock has moved sharply, with returns of 42.5% over 7 days, 52.7% over 30 days, 42.5% year to date, 121.2% over 1 year and 313.3% over 3 years. This can change how investors think about both upside and risk. Recent coverage around AeroVironment has highlighted its role in capital goods and its exposure to defense related solutions, which often draws...

Valens Semiconductor (VLN) is back on investor radar after securing a fourth MIPI A PHY design win in China and launching a production ready A PHY enabled e mirror with Sakae Riken Kogyo. See our latest analysis for Valens Semiconductor. The recent A PHY design wins and e mirror launch sit against a sharp short term rebound, with a 30 day share price return of 55.97% and year to date share price return of 58.97%. This contrasts with a 1 year total shareholder return decline of 19.48% and a 3...

TFS Financial (TFSL) has drawn fresh attention after its share price moved above its 200 day moving average, coinciding with renewed focus on Wall Street rating upgrades and its recently paid quarterly dividend. See our latest analysis for TFS Financial. At the current share price of $13.91, TFS Financial has been building momentum, with a 7 day share price return of 2.5% and a 90 day share price return of 5.1%, while its 1 year total shareholder return of 24.9% highlights how income from...

Why Sun Communities Is Back on Investors’ Radar Sun Communities (SUI) is back in focus after releasing full year results showing revenue of about US$3.24b alongside a net loss of US$345.4m, prompting a closer look at its fundamentals and recent share price performance. See our latest analysis for Sun Communities. The recent full year figures and net loss have landed against a period of rebuilding momentum, with the 1 year total shareholder return of 11.61% outpacing the more muted 3 year...

Harley-Davidson (HOG) recently reported quarterly results, with revenue up 16.5% year on year and earnings ahead of Wall Street estimates. Despite this, the stock has fallen about 23% since the release. See our latest analysis for Harley-Davidson. That post earnings drop comes after a weaker patch for the shares, with a 90 day share price return of 18.42% and a 1 year total shareholder return of 20.71%, pointing to fading momentum despite the recent 7 day share price gain of 3.83% and year to...

PBF Energy recently drew attention after Piper Sandler upgraded the refiner to Overweight, highlighting its ability to handle Venezuelan heavy sour crude and the planned full restart of the Martinez refinery by March 2026. An interesting angle is how access to Venezuelan barrels could interact with PBF’s complex refining setup, potentially affecting margins differently across its coastal markets. We’ll now examine how Piper Sandler’s upgrade, centered on Venezuelan crude import potential,...

Institutional buying and shareholder returns draw fresh attention Summit Street Capital Management’s decision to add 81,170 shares of Core Natural Resources (CNR) in the third quarter, along with robust quarterly revenue, profitability and free cash flow returned via repurchases and dividends, is now in focus for investors. See our latest analysis for Core Natural Resources. That institutional buying interest comes as Core Natural Resources’ share price has climbed to $96.38, with a 1 month...

NewAmsterdam Pharma recently outlined its late-stage plans for obicetrapib, including an expected EMA approval decision in the second half of 2026, first-patient dosing in the RUBENS Phase 3 metabolic syndrome trial, continued progress in the PREVAIL cardiovascular outcomes study, and preparations for an Alzheimer’s disease trial based on earlier biomarker data. These updates give investors clearer visibility into NewAmsterdam’s pipeline evolution across cardiometabolic and neurological...

LENZ Therapeutics and Lunatus Marketing & Consulting FZCO recently announced an exclusive agreement for Lunatus to register and commercialize VIZZ, an FDA-approved aceclidine-based eye drop for presbyopia, across multiple Middle East markets including the UAE, Saudi Arabia and Qatar. The deal builds on VIZZ’s early U.S. launch, where the product generated about US$1.6 million in Q4 2025 revenue from over 20,000 prescriptions and broad uptake by eye care professionals. We’ll explore how early...

In recent months, Flex reported fiscal second-quarter 2026 results that exceeded analyst expectations and its CFO Kevin Krumm sold US$1.31 million of shares to cover tax obligations tied to vesting restricted share units. A parallel milestone was Flex’s JetCool-led liquid cooling deployment at Equinix’s Co-Innovation Facility in Virginia, highlighting energy- and water-efficient solutions tailored to high-density, AI-focused data centers. We’ll now examine how Flex’s JetCool liquid cooling...