U.S. Semiconductors Stock News

Applied Materials (AMAT) is back in focus after fiscal Q1 earnings and revenue came in ahead of expectations, paired with Q2 guidance above consensus and management indicating over 20% growth for its semiconductor equipment business in 2026. See our latest analysis for Applied Materials. The earnings beat, export probe settlement and new AI focused product announcements have coincided with a sharp move in the shares, with a 1 day share price return of 8.1% and a 90 day share price return of...

DexCom, Inc. has reported past fourth-quarter 2025 results with revenue of US$1,259.6 million and net income of US$267.3 million, alongside full-year 2025 sales of US$4.66 billion and net income of US$836.3 million, all ahead of the prior year. The company coupled this earnings beat with improved operating margins, a reiterated 2026 revenue outlook of US$5.16–US$5.25 billion, and progress on AI-enhanced products like Stelo and the G7 15-day CGM system, reinforcing its focus on both...

Pathward Financial (CASH) drew fresh investor attention after an analyst upgrade that was linked to strong Q1 results, resilient fee and commercial finance activity, raised multi-year earnings guidance, and active share repurchases alongside ongoing dividends. See our latest analysis for Pathward Financial. The analyst upgrade came as the share price gained clear momentum, with a 1 day share price return of 4.69% and a 30 day share price return of 22.87%. The 3 year total shareholder return...

If you are wondering whether Shopify's current share price still makes sense for you, it helps to step back and look at what the numbers are actually saying about value. The stock last closed at US$112.70, with recent returns showing a 0.6% gain over 7 days, a 27.7% decline over 30 days, a 28.3% decline year to date, a 12.2% decline over 1 year, and a 158.4% gain over 3 years. Recent attention on Shopify has focused on its role as a key ecommerce platform for merchants and its ongoing...

International Flavors & Fragrances (NYSE:IFF) has started a formal sale process for its Food Ingredients business. The move is part of a broader effort to reshape the portfolio through multiple divestitures and focus on higher value segments. Management is targeting improved capital allocation and an emphasis on businesses it sees as core to long term value creation. IFF enters this phase of portfolio reshaping with its shares at $83.0 and a mixed return profile. The stock is up 10.9% over...

Why PPL (PPL) is on investors’ radar today PPL (PPL) has drawn fresh attention after recent share price moves, with the stock closing at $37.82 and posting positive returns over the past week, month, past 3 months, and year. For investors watching utilities, those steady gains, alongside reported annual revenue of $8.979b and net income of $1.09b, raise questions about how PPL’s current valuation lines up with its recent performance. See our latest analysis for PPL. The recent 1-day share...

If you are wondering whether National Storage Affiliates Trust is fairly priced at its recent levels, this review will walk through what the current share price might be implying about its value. The stock last closed at US$33.47, with returns of 2.4% over the past week, a 1.0% decline over the past month, 20.0% year to date, and a 4.0% decline over the past year. This may signal shifting views on its potential and its risks. Recent coverage has focused on National Storage Affiliates Trust...

If you are wondering whether Pinnacle Financial Partners at around US$96 is offering fair value or a potential opportunity, the key is to look past the headline price and consider how that price compares with fundamentals. The stock is roughly flat year to date with a 1.1% return. That sits alongside a 19.0% decline over the past year and gains of 27.2% over three years and 25.1% over five years, which can signal changing views on both growth potential and risk. Recent headlines have focused...

Freshworks (FRSH) is back in focus after its fourth quarter and 2025 results, where revenue and earnings topped expectations, but full year 2026 profit guidance came in below Wall Street forecasts. See our latest analysis for Freshworks. The latest guidance has been a clear turning point for sentiment. The 7 day share price return of an 18.83% decline and the 30 day share price return of a 34.72% decline point to fading momentum, despite a 1 day share price return of 2.84% after the results...

If you are wondering whether KLA's soaring share price still lines up with its underlying worth, this article will walk through what the current valuation figures actually say. The stock recently closed at US$1,464.13, with a 1.5% gain over 7 days, a 6.6% decline over 30 days, and returns of 14.9% year to date, 96.7% over 1 year, 287.4% over 3 years, and 366.0% over 5 years. These moves naturally raise questions about how much future upside or downside is already reflected in the...

DTE Energy (NYSE:DTE) is pursuing major investments in electric grid modernization, renewable generation, and gas infrastructure as Michigan advances its decarbonization policy. The company has requested a special use permit for a battery energy storage system at the Fish Creek Solar Park, aiming to expand its clean energy portfolio. A recent security incident involving threats against shareholders and state officials has highlighted the operational and reputational risks large utilities can...

Duke Energy recently reported its fourth-quarter and full-year 2025 results, with revenue rising to US$7,938 million for the quarter and US$32.24 billion for the year, while quarterly net income eased slightly to US$1,184 million and full-year net income increased to US$4.97 billion. Alongside these mixed earnings, the company expanded its five-year capital program to US$103 billion and reaffirmed long-term earnings growth targets, underscoring an intensive focus on grid upgrades, new...

Vaxcyte recently reported that it has begun dosing participants in OPUS-3, a Phase 3 trial of its 31-valent pneumococcal conjugate vaccine VAX-31 in adults who were previously vaccinated, as part of a broader Phase 3 program aligned with the U.S. FDA to support a future Biologics License Application. An interesting angle for investors is that VAX-31, which holds Breakthrough Therapy designation and is described as the broadest-spectrum pneumococcal conjugate vaccine in the clinic, is being...

Sally Beauty Holdings, Inc. has already reported its fiscal first-quarter 2026 results, with sales of US$943.17 million and net income of US$45.56 million, while also completing a long-running share repurchase program totaling 38,078,993 shares for US$553.36 million. The company paired this with new guidance calling for relatively steady net sales and comparable sales for the second quarter and full year 2026, suggesting management is focused on disciplined growth rather than aggressive...

In the days leading up to 15 February 2026, GoDaddy reported softer annual recurring revenue growth and a subdued demand outlook, highlighting challenges in winning and keeping long-term customers while managing high servicing costs and relatively weaker gross margins. This combination of slowing recurring revenue momentum and margin pressure has sharpened investor focus on whether GoDaddy’s newer, higher‑value services can offset these operational headwinds. We’ll now examine how concerns...

In early February 2026, Genpact reported fourth-quarter 2025 results showing higher sales and earnings than a year earlier, issued 2026 guidance calling for continued revenue and EPS growth, raised its quarterly dividend to US$0.1875 per share, and completed a long-running share repurchase program totaling US$2.39 billion. The company highlighted strong traction in its AI and agentic-operations offerings and growing technology partnerships, suggesting its business mix is steadily shifting...

Netflix (NasdaqGS:NFLX) is pursuing an US$82.7b acquisition of Warner Bros. Discovery that is now facing escalating pushback. Activist investor Ancora Holdings has built a significant stake in Warner Bros. Discovery and is urging shareholders to reject Netflix’s offer. Paramount has advanced a rival bid, including improved terms and a willingness to cover breakup fees, increasing competitive pressure on Netflix. The U.S. Department of Justice has opened an antitrust investigation into the...

Leonardo DRS (DRS) has drawn fresh attention after announcing a collaboration with Israel based Axon Vision to integrate artificial intelligence enabled counter unmanned aircraft system capabilities into its battle platforms for US armed forces. See our latest analysis for Leonardo DRS. Those AI focused C UAS and interoperability efforts sit alongside other activity such as its presence at the Singapore Airshow and recent shipboard computing showcases, and come after a 90 day share price...

Cabot Corporation recently reported past first-quarter 2026 results, with sales of US$849 million and net income of US$73 million, both lower than the same quarter a year earlier. Alongside these softer earnings, Cabot completed a long-running share repurchase program totaling 16,281,533 shares and reaffirmed its US$0.45 quarterly dividend, highlighting continued capital returns to shareholders. With Cabot’s earnings decline alongside ongoing share repurchases, we’ll now examine how this...

In early February 2026, Quanta Services drew increased attention after analysts highlighted strong earnings and revenue expectations, expanding project backlogs, and solid positioning across electric power, renewable energy, and underground infrastructure. Institutional interest, including a new position by Baron Durable Advantage Fund citing long-term energy infrastructure tailwinds and management’s ambitious EPS growth targets, underlined growing confidence in Quanta’s role in grid...

Twilio (TWLO) is back in focus after reporting fourth quarter 2025 results that topped expectations, with accelerating revenue growth, strong Voice AI usage, and better than expected guidance for 2026. See our latest analysis for Twilio. Twilio's latest results and AI partnerships have landed against a mixed share price backdrop, with a 1-year total shareholder return decline of 9.72% and a 3-year total shareholder return of 59.90%. This suggests that longer term momentum contrasts with the...

Why Fortinet’s latest earnings, guidance, and product moves matter now Fortinet (FTNT) is back in focus after full year 2025 results topped expectations on key metrics, management issued firm 2026 revenue guidance, and the company rolled out a major FortiSIEM upgrade. Together with recent analyst commentary highlighting billings guidance and Secure Access Service Edge traction, these updates give investors fresh data points on growth, profitability, and how product development may support...

Nucor (NUE) is in focus after its fourth quarter 2025 earnings and revenue came in below market expectations, as investors also weigh potential steel tariff changes and fresh insider selling against Warren Buffett’s recent stake increase. See our latest analysis for Nucor. At a share price of $183.23, Nucor has given investors a 23.25% 90 day share price return and a 35.16% 1 year total shareholder return. This suggests momentum has been building even as tariff headlines, earnings softness...

Why C.H. Robinson Worldwide is on investors’ radar today C.H. Robinson Worldwide (CHRW) has drawn attention after recent share price moves, including a 4.9% gain over the past day and mixed returns over the week, month, and past 3 months. With a market presence across freight transportation and logistics services, along with reported annual revenue of US$16.23b and net income of US$587.08m, investors are assessing how this performance lines up with the stock’s recent returns. See our latest...