U.S. Semiconductors Stock News

Meritage Homes (MTH) has just laid out a fresh set of numbers for Q1 2026 against a backdrop where trailing twelve month revenue sits at about US$5.9b and basic EPS for the same period is US$6.40, with trailing net margin of 7.7% versus 12.3% a year earlier. Over the last reported quarters, revenue in individual periods has ranged from US$1.36b to US$1.63b while basic EPS has moved between US$1.21 and US$2.71. This gives investors a clear view of how top line scale and per share earnings have...

Graco (GGG) opened 2026 with Q1 revenue of US$540.1 million and basic EPS of US$0.72, alongside trailing twelve month revenue of about US$2.2 billion and EPS of US$3.12 that sit against earnings growth of 5.8% over the past year. Over recent quarters the company has seen revenue move from US$528.3 million in Q1 2025 to US$593.2 million in Q4 2025 and EPS range between US$0.74 and US$0.83 over that period, while trailing twelve month earnings and revenue have both risen from US$2.1 billion in...

If you are wondering whether Everest Group at US$350.81 is offering fair value or a potential bargain, the key is to look past the headline price and into how it stacks up on several valuation checks. Over shorter periods the stock has had mixed results, with returns of 1.9% over 7 days, 8.4% over 30 days, 4.9% year to date, 1.2% over 1 year, flat over 3 years and 43.5% over 5 years. This may have shifted how investors view its growth potential and risk. Recent coverage has focused on...

NextEra Energy (NEE) opened 2026 on the back of a steady run of results, with Q4 2025 revenue at about US$6.5b, basic EPS of US$0.73 and net income of roughly US$1.5b. The trailing twelve months show revenue of about US$27.4b, EPS of US$3.31 and net income of around US$6.8b. Over recent quarters, the company has seen revenue move from about US$5.4b in Q4 2024 to US$6.5b in Q4 2025, with basic EPS shifting from US$0.58 to US$0.73 over the same period. This sets up a results season where...

If you are wondering whether Concentrix at around US$26.78 is a bargain or a value trap, the key lies in understanding how its current price lines up with different valuation checks. The stock has seen a 9.5% decline over the last 7 days, sits roughly flat over 30 days with a 1.1% gain, and is still showing heavier falls of 35.0% year to date and 45.3% over the past year. Those moves come after a much longer slide, with 3 year returns of 70.1% and 5 year returns of 81.6%. This keeps many...

Exelon subsidiary PECO has appointed an interim President and CEO, bringing back a senior executive to lead the utility. ComEd, another Exelon subsidiary, reports its energy efficiency program has produced an estimated $13b in customer energy savings. Exelon (NasdaqGS:EXC) is drawing attention as these two operational updates arrive with the stock trading around $46.75. Over the past 5 years, the share price return of 74.1% reflects the company’s performance for long term holders, while the...

Tetra Tech (NasdaqGS:TTEK) has been selected by Waterschap Aa en Maas to modernize water infrastructure in the Netherlands. The company has also secured a multi year contract with Northern Ireland Water to provide water quality services focused on emerging contaminants and resiliency. These European wins expand Tetra Tech's role with leading water authorities and add to its international project portfolio. Tetra Tech focuses on consulting and engineering services across water,...

If you are wondering whether LPL Financial Holdings at around US$321 a share looks expensive, cheap, or somewhere in between, this article breaks down what the current price might be implying about the business. The stock has returned 2.7% over the last 7 days and 6.9% over the last 30 days, while the year-to-date return of negative 11.2% contrasts with a 2.0% return over the past year and 60.2% and 112.4% over 3 and 5 years respectively. Recent news around LPL Financial Holdings has kept...

Recent trading context for Sila Realty Trust Sila Realty Trust (SILA) has drawn fresh attention after a recent move in its share price, with the stock last closing at $30.40 and showing double digit returns over the past month. For investors watching healthcare focused real estate, the trust’s recent share performance, its US$1.68b market value and current financial profile provide a starting point for assessing how its net lease model fits into a diversified income portfolio. See our latest...

If you are wondering whether Ionis Pharmaceuticals at around US$74.09 is priced for more growth or already reflects the story, the key is to look carefully at what the current valuation actually implies. The stock has had a mixed recent run, with a 1.6% decline over the last 7 days, a 6.3% gain over the past month, a 7.0% decline year to date, and a 150.6% return over the last year that may have reshaped expectations and perceived risk. Recent coverage around Ionis has focused on its...

Louisiana-Pacific (NYSE:LPX) announced a new partnership with the Ruffed Grouse Society and American Woodcock Society to support sustainable forest management and wildlife habitat projects in the Upper Midwest. The collaboration focuses on working with private landowners to improve ecological outcomes and help support long term wood fiber supply for the company. For investors tracking NYSE:LPX, this environmental partnership arrives with the stock at $74.7 and a value score of 1. The share...

Recent share performance and what it might signal Bank First (BFC) shares have moved around in recent weeks, with a 2.0% gain over the past day, a small 0.6% decline over the past week, and a 6.1% rise over the past month. Over the past 3 months, the stock shows a 3.3% return, while year to date it is up 17.6%, and the 1 year total return stands at 33.3%, giving investors a recent performance snapshot. See our latest analysis for Bank First. Bank First’s share price has climbed to $141.83,...

ServiceNow (NOW) has opened 2026 with Q1 revenue of US$3.8b and basic EPS of US$0.45, set against trailing twelve month revenue of US$14.0b and basic EPS of US$1.69 that the recent earnings summary describes as paired with 14.2% earnings growth over the last year. Over recent quarters, the company has seen revenue move from US$3.1b in Q1 2025 to US$3.8b in Q1 2026, while basic EPS has ranged between US$0.37 and US$0.48. This gives investors a clear view of how top line expansion and earnings...

International Business Machines (IBM) opened 2026 on the back of a robust finish to 2025, with Q4 revenue of US$19.7b and basic EPS of US$5.96 feeding into trailing 12 month revenue of US$67.5b and EPS of US$11.34, alongside a 75.7% year over year earnings increase. Over the last year, revenue has moved from US$62.8b on a trailing basis to US$67.5b. Quarterly EPS has ranged from US$1.14 in Q1 2025 to US$5.96 in Q4 2025 as net profit margin improved from 9.6% to 15.7%. With that backdrop of...

Liberty Energy (LBRT) has put fresh numbers on the table for Q1 2026, with revenue of $1.0b, basic EPS of $0.14 and net income of $22.6 million setting the tone for the latest update. Over the past year, the company has seen quarterly revenue move between $943.6 million and $1.0b while basic EPS has ranged from $0.08 to $0.44. This gives investors a clearer view of how the top line and per share earnings have tracked into the current print. With revenue still presented in the context of...

CACI International Q3 2026 earnings in focus CACI International (CACI) has just posted Q3 2026 results with revenue of US$2.4b and basic EPS of US$5.90, alongside trailing twelve month revenue of US$9.2b and EPS of US$24.36 that sit against a net profit margin of 5.9%. Over recent quarters the company has seen revenue move from US$2.17b in Q3 2025 to US$2.35b in Q3 2026, while quarterly EPS has ranged from US$5.02 to US$7.18 across that period. This gives investors a clearer view of how...

Wondering whether Green Brick Partners at around US$71.84 is still offering value, or if most of the upside is already reflected in the share price. The stock has logged returns of 9.4% over 7 days, 13.6% over 30 days, 13.7% year to date and 23.9% over the last year, with longer term figures of 95.0% over 3 years and 170.3% over 5 years giving extra context to the recent move. Recent attention around Green Brick Partners has focused on the homebuilding space, with investors weighing how...

Janus Henderson Group (NYSE:JHG) has launched two new ETFs, the Equity Linked High Income ETF (JELH) and Equity Linked Moderate Income ETF (JELM). The funds package autocallable and stability equity linked notes and swaps across diversified equity exposures in a single portfolio. The ETFs aim to provide equity linked income with elements of downside protection for investors seeking alternatives to traditional bonds and stocks. Janus Henderson Group, trading around $51.55, has a multi year...

If you are wondering whether CRA International at around US$150 a share looks attractively priced or fully valued, you are not alone. The stock has seen a 7.4% decline over the last week, a 5.0% decline over the last month and a 25.1% decline year to date, even though the 3 year and 5 year returns stand at 49.5% and 98.7% respectively. Recent attention on CRA International has focused on its long term share price record and how that compares with the more muted 1 year return of a 6.5%...

American States Water (NYSE:AWR) is attracting attention for strong operational performance and an expanding business model within the utility sector. Recent developments highlight an efficient regulated structure, an expanding customer base, new rates, and a more diversified set of revenue streams. The company currently shows a stable growth profile, improved return on equity, and lower leverage compared with many sector peers. For investors tracking utilities, NYSE:AWR offers exposure to...

DTE Energy's electric unit, NYSE:DTE, plans to file its next rate case with the Michigan Public Service Commission and then pause additional electric rate increase requests for at least two years. The company links this pause to affordability benefits associated with new data center developments in its service territory. This decision affects residential and business customers, as well as investors watching how large infrastructure projects influence utility pricing and capital plans. DTE...

Fulton Financial (FULT) heads into its Q1 2026 update coming off a quarter where Q4 2025 revenue was US$333.1 million and basic EPS was US$0.53, against trailing twelve month revenue of US$1.28 billion and EPS of US$2.10. Over the past year, revenue has moved from US$1.15 billion on a trailing basis at Q4 2024 to US$1.28 billion at Q4 2025, while trailing EPS shifted from US$1.59 to US$2.10. This provides a view of how the top line and per share profitability have tracked heading into the new...

If you are wondering whether Gaming and Leisure Properties at around US$46.64 is offering fair value or potential mispricing, starting with a clear view of the stock's recent performance and current valuation framework can help sharpen that view. The stock has posted a 1.1% decline over the last 7 days, with returns of 1.4% over 30 days, 5.0% year to date, 1.8% over 1 year, 9.7% over 3 years and 36.3% over 5 years. These figures provide several time frames to judge how the current price...

Selective Insurance Group (SIGI) has just posted another quarter of solid headline numbers, with Q4 2025 revenue at US$1.4b and net income of US$152.9m translating into basic EPS of US$2.52. This sets the stage for how you read the upcoming Q1 2026 update. Over the last year, revenue has moved from US$1.3b in Q1 2025 to US$1.4b in Q4 2025, while trailing twelve month EPS reached US$7.54 on net income of US$457.2m. This gives you a clearer picture of how the earnings base feeding into the...