U.S. Semiconductors Stock News

In early February 2026, Equifax reported higher fourth-quarter and full-year 2025 revenue and earnings, issued upbeat 2026 guidance, detailed around US$1.50 billion of capital available for acquisitions and shareholder returns, and confirmed completion of a US$927.39 million share repurchase program. Beyond the headline growth, Equifax’s focus on bolt-on M&A to enhance Workforce Solutions and proprietary data, alongside expectations for margin expansion as mortgage customers gradually adopt...

In February 2026, Cadence Design Systems launched the Cadence ChipStack AI Super Agent, an agentic AI workflow that automates front-end silicon design and verification by coordinating multiple virtual engineers across its established EDA and AI platforms, while supporting both cloud-based and on-premises frontier models such as NVIDIA Nemotron and OpenAI GPT. This launch advances Cadence’s long-stated “silicon agent” vision by tightly integrating agentic AI with its Verisium, Cerebrus, and...

Barclays upgraded Pegasystems (NasdaqGS:PEGA), citing momentum in its cloud and AI offerings. The company recently secured a legal victory with the overturning of a US$2b trade secret verdict. Pegasystems expanded its share buyback program to US$1b, which signals increased confidence from management. Pegasystems builds software that helps large enterprises automate workflows, manage customer interactions, and apply AI to complex business processes. For investors watching cloud and AI...

Linde (LIN) is back in focus after its fourth quarter and full year 2025 update, combining higher annual sales and net income with fresh comments on a busy pipeline of smaller acquisitions. See our latest analysis for Linde. The recent earnings update and comments on a steady pipeline of tuck in deals come after a strong run in the share price, with a 30 day share price return of 9.58% and a 1 year total shareholder return of 6.67%. The 3 year total shareholder return of 55.59% and 5 year...

Northrop Grumman recently expanded its board to 13 members, appointing retired four-star Admiral Christopher W. Grady, former vice chairman of the Joint Chiefs of Staff, to the Audit and Risk and Policy Committees, while also naming James S. Turley as future Lead Independent Director and declaring a US$2.31 quarterly dividend payable on March 11, 2026. These boardroom changes bring deep front-line defense experience into Northrop Grumman’s governance at a time when investors are closely...

Earlier this month, BankUnited, Inc. appeared at the KBW 2026 Winter Financial Services Conference in Boca Raton, sharing an updated investor presentation on its business mix and funding profile. The bank emphasized its shift toward core relationship deposits, growth in noninterest-bearing accounts, and a higher-yielding commercial and specialty lending focus, framed alongside tight expense control. Next, we’ll examine how this renewed emphasis on relationship-based funding could influence...

If you are wondering whether Micron Technology’s current share price still offers value after a strong run, this article will walk through what the numbers say about where the stock stands today. The share price recently closed at US$411.66, with returns of 4.3% over the last 7 days, 13.5% over the last 30 days, 30.5% year to date and 315.0% over the last year. Recent headlines have focused heavily on Micron’s role in memory and storage for AI related workloads and data center build outs, as...

Public Storage (PSA) is in the spotlight after announcing CEO Joe Russell’s planned retirement, promoting CFO Tom Boyle to CEO, and rolling out its PS4.0 plan focused on operations, technology, and portfolio growth. See our latest analysis for Public Storage. These leadership changes and the PS4.0 plan come as the share price trades at US$300.35, with a 90 day share price return of 11.13% and a 5 year total shareholder return of 58.62%. This points to momentum that has built over time rather...

General Motors (NYSE:GM) has filed a new patent infringement lawsuit targeting aftermarket parts suppliers, escalating its efforts to protect key components used in its vehicles. At the same time, recent changes to US climate regulations and EV policy have removed federal greenhouse gas standards and the legal push for mandatory electric vehicles. These shifts could affect GM’s approach to intellectual property, aftermarket revenue, compliance obligations and long term product planning. GM...

Prestige Consumer Healthcare (PBH) has drawn investor attention after its latest quarterly results showed lower sales and net income versus the prior year, along with a slightly narrowed full year revenue outlook. See our latest analysis for Prestige Consumer Healthcare. Those earnings and the slightly tighter revenue outlook come after a solid 90 day share price return of 13.24% and a 5 year total shareholder return of 61.60%, set against a weaker 1 year total shareholder return decline of...

If you are wondering whether Lumentum Holdings is still reasonably priced after its big run, this article walks through what the current share price might be implying about value. The stock recently closed at US$562.74, with returns of 1.9% over 7 days, 73.6% over 30 days and 45.7% year to date. The 1 year and 3 year returns are very large and the 5 year return is also very strong. Recent coverage has focused on Lumentum as a key name in optical and photonics technology, with investors...

On February 9, 2026, Expand Energy Corporation announced that Chairman Michael Wichterich would become interim CEO following Nick Dell’Osso’s departure, while also confirming plans to shift its corporate headquarters from Oklahoma City to Houston later in the year. This combination of a leadership handover to a highly experienced Permian Basin operator and a relocation to Houston’s energy hub signals a meaningful shift in how Expand Energy intends to align with industry partners and...

Why Photronics Earnings Are Drawing Fresh Investor Attention Photronics (PLAB) recently released quarterly results that highlighted steady revenue growth from foundry, logic, and high-end display customers, while pairing that with cautious guidance around inventory digestion and new technology ramp timing. See our latest analysis for Photronics. That mixed earnings message is landing against a backdrop of strong momentum, with the share price at $38.80 and a 90 day share price return of...

Dollar General (DG) is drawing fresh attention after announcing plans for about 4,730 real estate projects in fiscal 2026, alongside an expanded delivery push and growing interest from technical traders. See our latest analysis for Dollar General. The recent real estate expansion plans and delivery push come on top of a sharp run in the shares, with a 90 day share price return of 49.14% and a 1 year total shareholder return of 116.69%. However, the 3 year and 5 year total shareholder returns...

Qualys (QLYS) recently reported fourth quarter and full year 2025 results that met revenue expectations while delivering higher non GAAP profitability, highlighting its AI powered risk management platform and growing partner led sales efforts for investors. See our latest analysis for Qualys. Despite the earnings beat on profitability and the expanded US$1.6b buyback plan, Qualys’ recent momentum has cooled. The 30 day share price return of 22.04% and the 1 year total shareholder return of...

Dana Incorporated has appointed Byron Foster as CEO and President, with board membership already effective, while also lifting its quarterly dividend to US$0.12 and expanding its share repurchase authorization to US$2.00 billion through 2030. The combination of an internally sourced leadership transition, a 20% dividend increase, and a materially larger, longer-dated buyback program underscores Dana's focus on shareholder returns and governance continuity. Next, we'll examine how the...

Hamilton Lane stock reaction and recent performance context Hamilton Lane (HLNE) has been on investors’ radar after recent share price pressure, with the stock showing about a 20% decline over the past month and a smaller pullback over the past 3 months. In this context, the company’s reported annual revenue of US$763.4 million and net income of US$233.5 million give investors concrete numbers to weigh against the recent share performance and sentiment shifts. See our latest analysis for...

Why Archrock Is On Investors’ Radar Archrock (AROC) has been catching attention after a strong recent run, with its share price up 2.8% over the past day, 1.9% over the past week, and 23.4% over the past month. See our latest analysis for Archrock. That recent 30 day share price return of 23.4% sits on top of a 90 day share price return of 40.4%, while the 3 year total shareholder return above 2x suggests momentum has been building over a longer period. If Archrock’s move has you looking at...

Why MACOM’s latest results caught the market’s attention MACOM Technology Solutions Holdings (MTSI) kicked off fiscal 2026 with first quarter results that turned a prior year loss into profit, alongside firm demand in data center products and a higher revenue outlook. See our latest analysis for MACOM Technology Solutions Holdings. The earnings beat and higher revenue guidance arrived alongside strong momentum in the shares, with a 10.64% 1 month share price return and a 52.76% 3 month share...

In early February 2026, Simon Property Group announced a transformational redevelopment of the former Neiman Marcus space at Boston’s Copley Place, adding high-end international luxury retailers and dining concepts such as Casa Tua Cucina and Estiatorio Milos, with construction slated to begin later this year and phased openings starting in 2028. This extensive repositioning of a prime urban asset highlights Simon’s focus on experience-led, luxury destinations that may influence how...

IMAX has already held early access IMAX 70mm screenings of “Project Hail Mary” across select theatres in the US, Canada, and the UK, with the film specially formatted as Filmed For IMAX® to enhance sound and picture quality ahead of its March 20 release. This emphasis on premium 70mm and Filmed For IMAX® presentations underlines IMAX’s push to deepen its role in high-end theatrical experiences and filmmaker collaborations. We’ll now examine how this push into Filmed For IMAX® 70mm event...

GXO Logistics (NYSE:GXO) has secured a major contract with BMW Group to manage operations at the Swindon plant in the UK. The company will oversee logistics and supply chain activities at the site, with a focus on automation and process efficiency. GXO has also formed a Defense Advisory Board made up of senior military and industry figures. The board is intended to support GXO’s growth plans in aerospace and defense logistics. For you as an investor, these moves highlight how GXO Logistics...

Q2 Holdings, Inc. reported past fourth-quarter 2025 revenue of US$208.22 million and net income of US$20.44 million, alongside full-year 2025 revenue of US$794.81 million and net income of US$52.01 million, and issued 2026 guidance calling for total revenue between US$871.0 million and US$878.0 million. The company paired this profit turnaround and double-digit guided revenue growth with record bookings, increasing subscription mix, and a completed US$5 million share repurchase, underscoring...

If you are wondering whether Bancorp's current share price reflects its true worth, this article is going to focus squarely on what the numbers say about value. The stock last closed at US$58.57, after a 5.6% decline over the past week, a 15.9% decline over the last month, a 13.4% decline year to date, but a 57.6% return over three years and a 186.4% return over five years. Recent moves in the share price sit against a backdrop of ongoing attention on regional banks, including Bancorp, as...