U.S. Semiconductors Stock News

Selective Insurance Group (SIGI) is back on investors radar after reporting fourth quarter 2025 results that paired stronger underwriting with higher investment income, alongside fresh insider buying that underscores Board level confidence. See our latest analysis for Selective Insurance Group. The recent 7 day share price return of 7.16% and 90 day share price return of 14.67% suggest momentum has picked up following robust Q4 earnings, Board level by law updates, ongoing buybacks and steady...

Penske Automotive Group recently expanded its Florida footprint by acquiring Lexus of Orlando and Lexus of Winter Park, a deal expected to add about US$450,000,000 in annualized revenue funded through operating cash flow and its US credit facility. This move deepens Penske’s exposure to one of the fastest growing US states and underscores its focus on scaling high-end dealership operations. We’ll now examine how this Florida expansion, particularly the added Lexus premium-brand exposure,...

Why Abbott Laboratories (ABT) is back on investors’ radar Abbott Laboratories (ABT) is drawing fresh attention after late breaking clinical data at the AF Symposium in Boston highlighted its Volt Pulsed Field Ablation System and TactiFlex Duo Ablation Catheter for atrial fibrillation treatment. See our latest analysis for Abbott Laboratories. At a share price of $110.83, Abbott’s recent AFib data arrives after a 1-day share price return of 1.60% and a year-to-date share price return of a...

Dividend increase and what it means for PriceSmart shareholders PriceSmart (PSMT) has announced an 11.1% increase to its annual cash dividend, moving to US$1.40 per share for 2026, a change that puts income and capital allocation in clearer focus for investors. See our latest analysis for PriceSmart. The dividend news lands after a strong run in the shares, with a 90 day share price return of 35.9% and a 1 year total shareholder return of 73.3%. This hints that momentum has been building...

Renewed attention on ACM Research (ACMR) is being driven by fresh commentary around its SAPS and TEBO cleaning tools, their role with leading memory makers, and how U.S. sanctions have affected competitors in China. See our latest analysis for ACM Research. The recent excitement around ACM Research’s cleaning tools sits alongside sharp market moves, with a 1 day share price return of 14.87% and a 90 day share price return of 89.62%. The 1 year total shareholder return of 174.52% and 3 year...

Microchip Technology’s recently reported fiscal third-quarter 2025 results showed sales rising to US$1,186 million and net income improving to US$62.7 million, alongside new product launches and a collaboration with Hyundai Motor Group on 10BASE-T1S in-vehicle networking. Together with continued quarterly dividends, a fully executed multi-billion share repurchase program and fresh AI- and automotive-focused products, these updates underscore how Microchip is balancing capital returns with...

CSW Industrials reported past third-quarter and nine-month 2025 results showing higher sales of US$232.99 million and US$773.59 million respectively, but materially lower net income and earnings per share compared with the prior year. Alongside these earnings, the company completed a share repurchase of 440,215 shares for US$122.39 million, retiring about 2.63% of its outstanding stock while grappling with acquisition-related costs, higher interest expense, and margin pressure in areas like...

In January 2026, BGC Group, Inc. announced that its subsidiary BGC Brokers L.P. had been authorized by the U.K. Financial Conduct Authority as a U.K. registered benchmark administrator under the U.K. Benchmarks Regulation, covering swaps pricing in EUR and GBP interest rate swaps, cross-currency swaps, and EU and U.K. inflation swaps. This authorization broadens BGC’s benchmark offering, giving clients an FCA-regulated reference source, enhanced data quality, and an additional benchmark...

In early February 2026, Analog Devices drew heightened attention as investors looked ahead to its February 18 fiscal first-quarter earnings report and monitored sector sentiment following Texas Instruments’ acquisition of Silicon Labs. This combination of company-specific earnings expectations and renewed interest in the analog semiconductor industry has sharpened the focus on how Analog Devices is positioned across key industrial and automotive markets. Next, we’ll explore how the...

Blue Owl Capital (OWL) is under close watch after concerns about AI related disruption in software lending coincided with its latest quarterly earnings and dividend declaration, placing the focus squarely on credit quality and fundraising resilience. See our latest analysis for Blue Owl Capital. That backdrop has been reflected in the share price, with a 1 day share price return of 7.65% after earnings and dividend news, but a 30 day share price return showing a 20.41% decline and a 1 year...

Why Envista’s latest earnings matter for investors Envista Holdings (NVST) has just reported fourth quarter and full year 2025 results that came in ahead of Wall Street expectations, alongside 2026 guidance that points to further revenue and EBITDA growth. The company moved from a large loss in 2024 to a profit in 2025, with management linking this shift to broad based contributions across its business units, new product launches and tighter operational efficiency. See our latest analysis for...

The Ensign Group recently reported Q4 and full-year 2025 results, posting US$1,360.63 million in quarterly revenue and diluted EPS of US$1.61, while issuing 2026 guidance of US$7.41–US$7.61 per diluted share on US$5.77–US$5.84 billion of revenue. Alongside the earnings update, Ensign accelerated its expansion by adding several skilled nursing facilities across multiple states, bringing its portfolio to 378 healthcare operations and 160 owned real estate assets. We’ll now examine how this...

Euronet Worldwide (EEFT) is back in focus after a tough year marked by a 3Q25 earnings miss and short seller pressure, as digital money transfer transactions rose 32% year over year and margins expanded. See our latest analysis for Euronet Worldwide. The recent 4.4% 1 day share price return and 3.5% 7 day share price return to around $75.02 contrast with a 1 year total shareholder return decline of 22.6%. Short term momentum is improving while longer term holders remain under pressure as the...

Why this new colon cancer study matters for Guardant Health (GH) Guardant Health (GH) is back in focus after publishing, with Mayo Clinic and the Alliance for Clinical Trials in Oncology, the largest study so far using its Guardant Reveal blood test in resected stage III colon cancer. The Journal of Clinical Oncology paper reports that Guardant Reveal detected circulating tumor DNA in about 20% of more than 2,000 patients after surgery, identifying a group with a four to six times higher rate...

Smurfit Westrock plc recently declared a quarterly dividend of US$0.4523 per ordinary share, payable on March 18, 2026 to shareholders of record on February 17, 2026, while also updating investors that its issued share capital stands at 522,400,578 ordinary shares with full voting rights and announcing progress on Net Zero transition planning for its European recycled paper mills. Against this backdrop, attention is turning to the company’s upcoming February 11 earnings release, where mixed...

In early February 2026, Teradyne reported fourth-quarter 2025 earnings showing sales rising to US$1.08 billion and net income improving to US$257.22 million, while also issuing strong first-quarter 2026 guidance tied to accelerating AI-related demand in semiconductor testing. Alongside this, Teradyne and MultiLane agreed to form the MultiLane Test Products joint venture to develop high-speed test solutions for AI data center equipment, underscoring how AI infrastructure needs are reshaping...

Why Prosperity Bancshares (PB) is back in focus Prosperity Bancshares (PB) landed back on investors’ radar after its latest quarterly results, where higher net interest income and earnings coincided with rising net charge-offs and growing concern around credit quality. The market reaction has been shaped by a mix of positives, such as deposit growth and cost control, and pressure points including increased nonperforming assets and softer loan balances that raised fresh questions about...

Nordson (NDSN) is back on investors’ radar after management issued a positive sales and earnings outlook for fiscal 2026, along with a new US$1.2b credit facility and continued dividend growth signals. See our latest analysis for Nordson. Those stronger earnings, the fiscal 2026 outlook and the new US$1.2b credit facility have come alongside a clear pickup in momentum, with an 11.09% 1 month share price return, 23.60% 3 month share price return and a 37.33% 1 year total shareholder return...

Construction Partners, Inc. reported first‑quarter fiscal 2026 results on February 5, 2026, with revenue rising to US$809.47 million and net income improving to US$17.21 million, and it raised full‑year guidance to revenue of about US$3.48–3.56 billion and net income of US$154.0–158.0 million. Beyond the headline beat, the company’s record multi‑billion‑dollar backlog and recent Houston and Daytona Beach acquisitions expanded its footprint in key Sunbelt infrastructure markets. We’ll now...

Why FirstSun Capital Bancorp (FSUN) Is Back on Investors’ Radar FirstSun Capital Bancorp (FSUN) is drawing fresh attention after reporting full year 2025 results that paired higher net interest income and net income with a fourth quarter net charge off of US$5,024,000. For investors, this mix of stronger headline earnings and a clearly quantified credit cost creates a clearer starting point to assess how the bank is managing growth, risk, and capital allocation at the current share price. See...

Pinnacle Financial Partners recently announced that its board approved a US$0.50 per-share cash dividend for common shareholders, along with declared dividends on its Series A, B and C preferred stock, all payable in early 2026 to holders of record on specified February and March dates. This combination of common and preferred dividend declarations underscores the firm’s current capital-return posture and its willingness to distribute cash across its capital structure. We’ll now examine how...

Stock performance snapshot and recent context Blackbaud (BLKB) has been under pressure recently, with the stock showing negative returns over the past week, month, past 3 months, year to date, and past year. This may prompt some investors to reassess expectations. See our latest analysis for Blackbaud. At a share price of US$47.48, Blackbaud has seen pressure build over time, with a 30 day share price return of 23.68% and a 1 year total shareholder return of 39.17%. This suggests that...

Why Madison Square Garden Sports is in focus now Madison Square Garden Sports (MSGS) is back on investors’ radar after its latest quarterly earnings showed higher in-game revenues across ticketing, suites, sponsorship, and merchandise, supported by increased national media rights fees under new NBA deals. The company also highlighted benefits from updated local media agreements and team rosters. Management pointed to what it views as strong fundamentals and demand, which has helped draw fresh...

Q2 earnings outperformance puts MSGE in focus Madison Square Garden Entertainment (MSGE) has moved onto more investor watchlists after its latest quarterly results, where revenue, net income and earnings per share all came in above analyst expectations. See our latest analysis for Madison Square Garden Entertainment. The stronger than expected Q2 numbers sit alongside a solid recent run in the shares, with a 30 day share price return of 10.62% and a 90 day share price return of 23.50%. Over...