U.S. Semiconductors Stock News

MetLife earnings and buyback update MetLife (MET) just released its fourth quarter and full year 2025 results, pairing higher reported revenue with lower net income and diluted EPS, alongside an update on its recently completed share repurchase program. See our latest analysis for MetLife. MetLife’s earnings release and buyback update appear to have weighed on sentiment in the short term, with a 7 day share price return of a 4.45% decline and a year to date share price return of a 5.03%...

Williams Companies (WMB) is back in focus after its board approved a higher regular quarterly dividend and recent research commentary highlighted expectations for medium term EBITDA growth and planned Power Innovation projects. See our latest analysis for Williams Companies. The higher dividend and fresh research attention come as Williams Companies’ share price sits at US$67.85, with an 11.5% year to date share price return and a very large 5 year total shareholder return of 280.01%. This...

Why LPL Financial Holdings Is On Investors’ Radar LPL Financial Holdings (LPLA) has drawn attention after recent share price moves, with the stock last closing at $393.25. Investors are weighing this valuation against the company’s latest financial profile and return history. See our latest analysis for LPL Financial Holdings. The recent 1-day share price return of 2.11% and 1-month share price return of 9.29% put LPL Financial Holdings on a firmer short term footing. Multi year total...

In late January and early February 2026, Trane Technologies reported higher quarterly sales, issued full-year 2026 guidance, announced a 12% dividend increase to US$1.05 per share, and outlined continued share repurchases, while also unveiling a new collaboration between Trane and Garrett Motion to advance oil-free centrifugal compressor technology for commercial HVAC systems. Taken together, these updates highlight Trane’s focus on combining shareholder returns with HVAC innovation aimed at...

Hain Celestial Group (HAIN) has just posted Q2 2026 numbers that keep the focus firmly on profitability, with Q1 2026 revenue at US$367.9 million and a basic EPS loss of US$0.23 setting the tone for the latest update. Over recent quarters, the company has seen revenue move from US$418.8 million in Q4 2024 to US$411.5 million in Q2 2025 and US$367.9 million in Q1 2026, while basic EPS shifted from a loss of US$0.03 in Q4 2024 to a much wider loss of US$3.06 in Q4 2025 before narrowing again to...

Tapestry (TPR) just delivered second quarter results that put its recent earnings story front and center, with higher sales, stronger net income and a raised full year outlook drawing fresh investor attention. See our latest analysis for Tapestry. The earnings announcement has come on the back of powerful momentum in the stock, with a 90 day share price return of 51.56% and a 1 year total shareholder return of 98.79%. This suggests investors are reassessing both growth prospects and risk. If...

Amentum Holdings reported first-quarter 2026 earnings with sales of US$3,237 million versus US$3,416 million a year earlier, while net income rose to US$44 million from US$12 million, lifting earnings per share from continuing operations to US$0.18 from US$0.05. Alongside these results, Amentum’s role in Deep Isolation’s deep borehole nuclear waste demonstration and up to US$730 million in new EDF nuclear contracts underline its expanding footprint across both nuclear operations and...

What Avery Dennison (AVY) investors may be watching now Avery Dennison (AVY) is drawing attention after recent share price moves, with the stock last closing at $189.46 and posting mixed returns over the past week, month and past 3 months. See our latest analysis for Avery Dennison. The recent 90 day share price return of 8.69% alongside a 1 year total shareholder return of 6.50% suggests momentum has been building gradually rather than sharply shifting in either direction. If Avery...

In recent weeks, Bitmine Immersion Technologies filed a US$315.24 million shelf registration for 15,400,000 common shares linked to an ESOP offering, while also formalizing the without-cause departure of its president, Erik Nelson, under a separation agreement approved by the board on January 22, 2026. These corporate actions arrive as Bitmine carries very large unrealized losses on an Ethereum position exceeding 3% of the token’s circulating supply, raising questions about its concentrated...

Outdoor Holding (POWW) has released its Q3 2026 scorecard, reporting recent quarterly revenue of about US$12.0 million in Q2 2026 and basic EPS of roughly US$0.006, following a loss per share of US$0.057 in Q1 2026. The company’s revenue has moved from US$34.5 million in Q3 2024 to US$28.0 million in Q3 2025 and then to US$12.0 million in Q2 2026. Over the same period, basic EPS has shifted from a loss of US$0.027 per share in Q3 2024 to a loss of US$0.232 in Q3 2025, before landing just...

Why Molina Healthcare stock is back in focus Molina Healthcare (MOH) has moved into the spotlight after reporting a quarterly loss tied to higher medical costs and retroactive Medicaid items, along with softer 2026 earnings guidance and plans to exit Medicare Advantage prescription drug plans. See our latest analysis for Molina Healthcare. The weak 2025 results, softer 2026 earnings guidance and planned exit from Medicare Advantage prescription drug plans have been reflected in a sharp 29.7%...

Barrick Mining (NYSE:B) plans to spin off its top North American gold assets via a targeted IPO. The new listing is intended to separate a portfolio of core regional gold operations from the rest of the group. The move is part of a broader restructuring of Barrick Mining's business and asset profile. For you as an investor, the planned IPO is more than just a corporate reshuffle; it changes how Barrick Mining is organized across key gold assets in North America. NYSE:B is a large player in...

XPO, Inc. reported past fourth-quarter 2025 sales of US$2,011 million and net income of US$59 million, alongside completing a US$124.99 million share repurchase of 954,391 shares under its March 2025 buyback program. Management also emphasized ongoing margin expansion and AI-driven productivity gains, highlighting how technology and cost efficiencies are reshaping the company’s operating profile despite only modest revenue growth. Next, we’ll examine how XPO’s focus on AI-driven productivity...

Curtiss-Wright (NYSE:CW) has been selected by Boeing to provide mission computer technology for the U.S. Air Force's C-17 Globemaster III modernization program. The contract focuses on avionics upgrades that support the long term sustainment of a key military airlift platform. This agreement expands Curtiss-Wright's role within Boeing's supply chain for defense and aerospace systems. Curtiss-Wright, through its defense and aerospace segment, focuses on mission critical electronics and...

CRH (NYSE:CRH) has just repurchased and cancelled 30,100 of its NYSE listed shares, a small but telling step in its ongoing buyback programme that keeps attention on shareholder returns. See our latest analysis for CRH. At a share price of $126.84, CRH’s 90 day share price return of 12.6% sits alongside a 1 year total shareholder return of 25.63% and a 5 year total shareholder return of 216.08%. This indicates that momentum has been building over longer periods, even as the 30 day share price...

Hartford Insurance Group (HIG) is back in focus after its Q4 and full year 2025 results topped analyst expectations, with several research firms responding by revisiting their views on the stock. See our latest analysis for Hartford Insurance Group. That earnings beat and the recent buyback activity sit alongside a steady share price trend, with a 90 day share price return of 6.26% and a 1 year total shareholder return of 26.59%. This suggests momentum has been building rather than fading. If...

Cisco Systems (NasdaqGS:CSCO) has entered into a 15-year Virtual Power Purchase Agreement with R.Power S.A. The agreement is intended to support four new solar projects and increase clean energy use in Poland. The deal targets greater renewable energy capacity in a region that is currently carbon intensive. Cisco is best known for its networking hardware, software, and security solutions, and this long-term renewable energy commitment provides another perspective on the company. Large...

Hershey is accelerating its push into salty snacks with recent acquisitions aimed at expanding beyond its core chocolate business. The company has set a goal for salty snacks to account for 20% of total revenue, signaling a larger role for this segment in its future mix. This shift reflects Hershey's intent to broaden its presence across the snack aisle and diversify its product portfolio. For investors watching NYSE:HSY, this tilt toward salty snacks comes as the stock trades around...

If you are wondering whether NIO at about US$4.89 is a bargain or a value trap, you are not alone. This breakdown is here to unpack that question in more detail. The share price has moved 8.2% over the last week and 5.4% over the last 30 days, while the year to date return is a 4.9% decline and the 1 year return sits at 12.9%. This compares with much weaker 3 year and 5 year returns of 52.6% and 91.8% declines respectively. Recent coverage of NIO has focused on its position in the electric...

Why Klarna Group is on investors’ radar Klarna Group (KLAR) has drawn attention after recent trading, with the share price at US$20.37 and short term returns under pressure over the past week, month, and past 3 months. See our latest analysis for Klarna Group. For context, Klarna Group’s recent weakness has been building for a while, with a 1-day share price return of 0.73% decline, a 30-day share price return of 35.23% decline, and a year to date share price return of 28.70% decline. This...

Palo Alto Networks (NasdaqGS:PANW) has launched an AI driven evolution of its NextWave Partner Program. The revamped program focuses on platformization, AI driven security outcomes, and new partner profitability mechanics. The change shifts incentives away from point product sales toward technical expertise and high margin services. Palo Alto Networks sits at the center of enterprise cybersecurity, where buyers are increasingly looking for integrated platforms instead of stitching together...

Thermon Group Holdings, Inc. reported its third-quarter and nine-month results to December 31, 2025, showing higher sales and earnings per share versus the prior year, while confirming US$141 million of total cash and available liquidity to support its capital allocation plans. Management highlighted an intention to pursue acquisitions alongside opportunistic buybacks and debt reduction, signaling an emphasis on expanding Thermon’s footprint in areas like electrification, infrastructure, and...

If you are wondering whether Jumia Technologies is still attractively priced after its recent volatility, you are not alone. This article will walk through what the current market price might be implying. The stock last closed at US$12.27, with returns of 195.7% over 1 year and 225.5% over 3 years, alongside shorter term moves of a 0.7% decline over 7 days, a 14.0% decline over 30 days, and a 4.4% decline year to date. These mixed returns, strong over several years but weaker in the near...

DHT Holdings, Inc. reported past fourth-quarter and full-year 2025 results, posting revenue of US$144.16 million for the quarter and net income of US$211.09 million for the year, both higher than the prior period. The rise in basic earnings per share from continuing operations to US$0.41 for the quarter and US$1.31 for the year highlights improved profitability per share. With higher quarterly revenue and earnings per share now reported, we’ll examine how this performance shapes DHT...