U.S. Semiconductors Stock News

NYSE:FERG
NYSE:FERGTrade Distributors

How Ferguson’s Dividend Hike and Moore Supply Deal Will Impact Ferguson Enterprises (FERG) Investors

In January 2026, Ferguson Enterprises reported that it continued to execute its growth strategy in a difficult market, delivering higher sales, expanding gross margin, raising its quarterly dividend, and completing the acquisition of Chicago-area HVAC distributor Moore Supply Company. This combination of dividend growth and a targeted HVAC acquisition underlines how Ferguson is using both cash returns and bolt-on deals to support its long-term business positioning. Next, we’ll examine how...
NYSE:SNA
NYSE:SNAMachinery

Is It Too Late To Consider Snap-on (SNA) After Its Strong Multi-Year Share Price Run?

If you have been wondering whether Snap-on is still reasonably priced after its strong run, this article walks through what the current share price could mean for value focused investors. At a last close of US$370.80, Snap-on has logged returns of 1.1% over 7 days, 3.7% over 30 days, 5.7% year to date, 12.1% over 1 year, 61.0% over 3 years and 122.1% over 5 years. This naturally raises questions about how much value is already reflected in the price. Recent attention on Snap-on has centered...
NYSE:FSS
NYSE:FSSMachinery

Assessing Federal Signal (FSS) Valuation As Strong Growth Expectations Draw Fresh Investor Attention

Recent commentary around Federal Signal (FSS) has centered on its historical 12.3% annual sales growth and analyst expectations for 15.6% revenue growth over the next year, with newer products and services drawing fresh investor attention. See our latest analysis for Federal Signal. The share price is at US$112.41 after a 3.81% 7 day share price return, while the 1 year total shareholder return of 15.59% and 5 year total shareholder return of 228.59% indicate momentum that has largely been...
NasdaqGS:LAES
NasdaqGS:LAESSemiconductor

Assessing SEALSQ (LAES) Valuation As Growth Meets Losses And A Rich Price To Book Multiple

SEALSQ stock performance snapshot SEALSQ (LAES) has drawn attention after recent trading, with shares closing at $3.52 and showing negative returns over the past week, month, past 3 months, and year as investors reassess semiconductor exposure. See our latest analysis for SEALSQ. The recent 12% one day share price decline and 42.9% 3 month share price return decline suggest fading momentum for SEALSQ, with the 12 month total shareholder return also down 12% despite growing interest in...
NasdaqGS:PLXS
NasdaqGS:PLXSElectronic

What Plexus (PLXS)'s Strong Q1 Beat, Guidance and Buybacks Mean For Shareholders

Plexus Corp. has already reported first-quarter 2026 results, posting sales of US$1,069.85 million and net income of US$41.18 million, while issuing second-quarter revenue guidance of US$1.11 billion to US$1.15 billion and GAAP diluted EPS of US$1.53 to US$1.68. Alongside earnings that surpassed analyst expectations, Plexus completed a US$37.37 million share repurchase program and highlighted strength in Healthcare/Life Sciences, Aerospace and Defense, semiconductors, and energy...
NasdaqGS:HUBG
NasdaqGS:HUBGLogistics

Assessing Hub Group (HUBG) Valuation After Accounting Restatement And Updated 2026 Outlook

Hub Group (HUBG) has drawn fresh attention after uncovering a calculation error that understated purchased transportation costs and accounts payable, prompting restatements for 2025 interim quarters and delaying its full earnings release. See our latest analysis for Hub Group. At a share price of US$51.33, Hub Group has recently seen brisk momentum, with a 30 day share price return of 13.21% and a 90 day share price return of 43.82%. Its 5 year total shareholder return of 90.69% contrasts...
NasdaqGM:HROW
NasdaqGM:HROWPharmaceuticals

Harrow Refocuses After ImprimisRx Exit As New CCO Takes Charge

ImprimisRx, a division of Harrow (NasdaqGM:HROW), has exited the California market following the settlement of regulatory matters. The company described the move as a voluntary decision tied to the resolution of those regulatory issues. Harrow has promoted Patrick W. Sullivan to Chief Commercial Officer, expanding its senior leadership team. Harrow, through its ImprimisRx division, focuses on ophthalmic pharmaceuticals, a segment that often sits at the intersection of clinical needs and...
NYSE:SMA
NYSE:SMASpecialized REITs

A Look At SmartStop Self Storage REIT (SMA) Valuation After Recent Share Price Moves

Why SmartStop Self Storage REIT Is On Investors’ Radar SmartStop Self Storage REIT (SMA) has drawn attention after recent trading left the stock around $31.75, with mixed returns over the past month and past 3 months. This has prompted investors to reassess its self storage exposure. See our latest analysis for SmartStop Self Storage REIT. At a share price of $31.75, SmartStop’s 7 day share price return of 0.95% contrasts with a 90 day share price decline of 7.03%. This suggests recent...
NasdaqGS:LZ
NasdaqGS:LZProfessional Services

Is LegalZoom (LZ) Prepared For Index Inclusion Just As AI Challenges Its Core Model?

In late January 2026, LegalZoom.com, Inc. was added to multiple S&P indices, including the S&P SmallCap 600 and S&P Composite 1500, reflecting its inclusion in key U.S. equity benchmarks. A few days later, investor concerns about new AI-based lawyer automation tools from Anthropic raised fresh questions about how emerging technology could affect online legal service platforms like LegalZoom. Next, we’ll examine how LegalZoom’s index inclusions and rising AI disruption questions shape the...
NYSE:UTI
NYSE:UTIConsumer Services

Universal Technical Institute Q1 Margin Compression Challenges Bullish Growth Narratives

Universal Technical Institute (UTI) opened Q1 2026 with revenue of US$220.8 million and basic EPS of US$0.24, alongside net income excluding extras of US$12.8 million, setting a clear snapshot of its most recent quarter. The company reported revenue of US$201.4 million in Q1 2025 and US$220.8 million in Q1 2026, while basic EPS moved from US$0.41 to US$0.24 over the same period. This gives investors a mixed first impression and puts the focus squarely on how margins are evolving beneath the...
NYSE:SNDR
NYSE:SNDRTransportation

Schneider National CEO Handover Puts Execution And Governance In Focus

Schneider National (NYSE:SNDR) announced a planned leadership transition, with Jim Filter set to become CEO. Current CEO Mark Rourke will move into the role of Executive Chairman as part of the succession plan. The transition highlights Schneider National’s focus on continuity while bringing Filter’s operational and commercial background to the top role. Schneider National is a major player in truckload, intermodal, and logistics services, so a leadership change at the top matters for...
NYSE:PSX
NYSE:PSXOil and Gas

Is Phillips 66 (PSX) Still Attractively Priced After Its Strong Multi‑Year Share Price Run

If you are wondering whether Phillips 66 is still attractively priced after its recent run, this breakdown will help you see what the current share price might be implying. The stock last closed at US$154.43, with returns of 7.2% over the past week, 13.0% over the past month, 18.3% year to date and 32.6% over the past year, alongside 68.6% over three years and 143.1% over five years. Recent coverage around Phillips 66 has focused on how investors are reassessing refiners and energy...
NasdaqGS:ROAD
NasdaqGS:ROADConstruction

Construction Partners (ROAD) Profit Surge Reinforces Bullish Narratives Despite Rich Valuation Concerns

Q1 2026 headline results and recent momentum Construction Partners (ROAD) opened its Q1 2026 update with total revenue of US$809.5 million and basic EPS of US$0.31, anchored by net income of US$17.2 million for the quarter. Over recent periods, the company has seen revenue move from US$561.6 million and a basic EPS loss of US$0.06 in Q1 2025 to US$899.8 million with EPS of US$1.02 in Q4 2025. Trailing 12 month EPS reached US$2.20 on net income of US$122.0 million. This sets the stage for...
NasdaqCM:NAGE
NasdaqCM:NAGEPersonal Products

A Look At Niagen Bioscience (NAGE) Valuation As New Partner Launches And Clinical Data Gain Attention

Recent coverage around Niagen Bioscience (NAGE) has focused on upcoming launches with major consumer product partners and fresh clinical data tied to its FDA recognized nicotinamide riboside, which has pushed the stock back onto investors’ watchlists. See our latest analysis for Niagen Bioscience. Despite the recent excitement around new partner launches and clinical readouts, Niagen Bioscience’s share price has pulled back. The 30 day share price return shows a 24.11% decline and the 90 day...
NYSE:BRBR
NYSE:BRBRPersonal Products

BellRing Lawsuits Put Growth Story And Demand Assumptions Under Scrutiny

Multiple securities class action lawsuits have been filed against BellRing Brands (NYSE:BRBR), alleging the company misled investors about the drivers of its sales growth. Plaintiffs claim BellRing tied strong sales to sustainable demand rather than customer inventory stockpiling and did not fully disclose weakening demand and rising competition. The lawsuits, which also name certain executives, raise questions about BellRing's disclosures and could affect investor confidence and corporate...
NYSE:MGM
NYSE:MGMHospitality

Is MGM Resorts International (MGM) Pricing Look Interesting After Recent Share Price Moves

If you are wondering whether MGM Resorts International is priced fairly or offering value right now, you will want to look closely at how its current share price lines up with different valuation checks. The stock recently closed at US$36.28, with returns of 8.8% over the past 7 days, 1.5% over 30 days, a slight return of negative 0.6% year to date, 5.2% over 1 year, negative 17.7% over 3 years, and 2.8% over 5 years. This set of figures gives a mixed picture of recent and longer term...
NYSE:SRFM
NYSE:SRFMAirlines

Assessing Surf Air Mobility (SRFM) Valuation After New Hawaii eVTOL Integration Partnership News

Surf Air Mobility (SRFM) has drawn fresh attention after announcing a collaboration with Hawaii’s Department of Transportation and BETA Technologies on an eVTOL Integration Pilot Program under the White House’s Advanced Air Mobility National Strategy. See our latest analysis for Surf Air Mobility. Despite the eVTOL partnership headline, Surf Air Mobility’s recent trading has been weak, with a 30 day share price return of a 36.81% decline and a 1 year total shareholder return of a 53.92%...
NYSE:TDG
NYSE:TDGAerospace & Defense

Is TransDigm Group (TDG) Pricing Reflect Its Recent Share Price Weakness And DCF Upside?

If you are wondering whether TransDigm Group’s current share price fairly reflects its quality and prospects, you are not alone. This article is aimed squarely at that question. The stock recently closed at US$1,263.26, with a 7 day return of 11.2% decline, a 30 day return of 8.8% decline and a year to date return of 7.0% decline, while the 1 year return sits at 3.9% and the 3 year and 5 year returns are 97.8% and 164.3% respectively. These moves sit against a backdrop where TransDigm Group...
NYSE:EXR
NYSE:EXRSpecialized REITs

Extra Space Storage Acquisition And Pricing Shift Raise Valuation Questions

Extra Space Storage (NYSE:EXR) completed a US$244 million acquisition of 24 self storage properties. The deal expands the company’s footprint and adds new locations to its operating portfolio. Management also reported the first positive move in new customer rates in three years. Both developments point to meaningful activity in the company’s growth and pricing strategy. Extra Space Storage focuses on self storage facilities, a segment that often tracks housing moves, small business activity...
NYSE:REXR
NYSE:REXRIndustrial REITs

Is It Time To Reconsider Rexford Industrial Realty (REXR) After Its Prolonged Share Price Slump?

If you are wondering whether Rexford Industrial Realty is fairly priced today or if the market is overlooking something, you are in the right place for a closer look at what its current share price might actually reflect. The stock recently closed at US$38.72, with returns of 3.6% decline over 7 days, 0.3% decline over 30 days, 0.8% decline year to date, 0.2% decline over 1 year, 31.2% decline over 3 years, and 11.6% decline over 5 years. These figures may shape how investors think about its...
NasdaqGS:PFG
NasdaqGS:PFGInsurance

Principal Financial CEO Sale And Valuation Gap Put Focus On PFG Shares

Deanna D. Strable-Soethout, President and CEO of Principal Financial Group (NasdaqGS:PFG), recently executed a sizeable insider sale of company shares. The transaction was carried out under a pre-planned trading arrangement, with no accompanying operational or financial announcements from the company. This management move stands out because it involves the CEO and comes at a time when there are no other material company updates. Principal Financial Group is a diversified financial services...
NasdaqGM:CLFD
NasdaqGM:CLFDCommunications

Clearfield (CLFD) Returns To Profitability Yet Trades At 63x P/E Challenging Valuation Narratives

Clearfield (CLFD) opened fiscal Q1 2026 with revenue of US$34.3 million and a basic EPS loss of US$0.02, alongside net income from continuing operations of a US$0.3 million loss. Trailing twelve month figures show basic EPS of US$0.46 on revenue of US$154.8 million and net income of US$6.4 million. Over recent quarters the company has reported revenue in a range between US$34.3 million and US$49.9 million, with quarterly basic EPS moving between a loss of US$0.40 and a profit of US$0.12. This...
NasdaqGS:PTC
NasdaqGS:PTCSoftware

PTC (PTC) Margin Expansion To 28.6% Challenges Cautious Growth Narratives

PTC (PTC) has opened fiscal Q1 2026 with total revenue of US$685.8 million and basic EPS of US$1.40, alongside trailing twelve month EPS of US$6.83 on revenue of about US$2.9b and net income of US$818.3 million. The company has seen quarterly revenue move from US$565.1 million and EPS of US$0.68 in Q1 2025 to US$685.8 million and EPS of US$1.40 in Q1 2026, with trailing net profit margin described at 28.6% versus 17% a year earlier, setting up a story where higher profitability sits next to...