U.S. Semiconductors Stock News

NasdaqGS:IIIV
NasdaqGS:IIIVSoftware

Modest Q1 Profit At I3 Verticals (IIIV) Tests Bullish Earnings Acceleration Narratives

i3 Verticals (IIIV) opened fiscal Q1 2026 with revenue of US$52.7 million and basic EPS of US$0.03, while net income excluding extra items came in at US$0.6 million. The company has seen quarterly revenue move between US$46.2 million and US$61.7 million over the past two years, with basic EPS ranging from a loss of US$0.58 to a profit of US$0.54. This latest print lands in the middle of its recent earnings range and keeps the focus firmly on how margins are evolving from here. See our full...
NasdaqGS:SYNA
NasdaqGS:SYNASemiconductor

Synaptics (SYNA) Revenue Growth With Continued EPS Loss Tests Bullish Turnaround Narratives

Synaptics (SYNA) just posted Q2 2026 results with revenue of US$302.5 million and a basic EPS loss of US$0.38, while net income excluding extra items came in at a loss of US$14.8 million, keeping profitability under pressure. Over the past few quarters, revenue has moved from US$267.2 million in Q2 2025 to US$266.6 million in Q3, US$282.8 million in Q4, US$292.5 million in Q1 2026 and now US$302.5 million. Over the same period, EPS has swung from a small profit of US$0.05 in Q2 2025 to losses...
NYSE:COP
NYSE:COPOil and Gas

ConocoPhillips (COP) Margin Compression Challenges Bullish Earnings Growth Narrative

ConocoPhillips (COP) has just wrapped up FY 2025 with Q4 revenue of US$13.7b and basic EPS of US$1.17, alongside net income excluding extra items of US$1.4b. This puts fresh numbers on the table for investors watching its earnings power. Over recent quarters, the company has seen revenue move from US$14.7b and EPS of US$1.90 in Q4 2024 to a FY 2025 trajectory that includes US$16.9b of revenue and EPS of US$2.23 in Q1 2025, before settling at the latest Q4 run rate. With trailing 12 month net...
NYSE:CUZ
NYSE:CUZOffice REITs

Cousins Properties (CUZ) Q4 FFO Loss Of US$358.9 Million Reinforces Bearish Office REIT Narratives

Cousins Properties (CUZ) has wrapped up FY 2025 with Q4 revenue of US$261.2 million and a basic EPS loss of US$0.02, alongside a funds from operations loss of US$358.9 million that puts the quarter firmly in the red for shareholders. Over recent periods, the company has seen revenue move from US$223.3 million in Q4 2024 to US$248.4 million in Q1 2025 and US$238.5 million in Q2 2025 before reaching US$245.6 million in Q3 2025, while quarterly basic EPS ranged from earnings of US$0.12 in Q1...
NasdaqGS:POWI
NasdaqGS:POWISemiconductor

Power Integrations (POWI) Q4 Margin Rebound Challenges Bearish Profitability Narrative

Power Integrations (POWI) has capped FY 2025 with Q4 revenue of US$103.2 million and basic EPS of US$0.24, setting a clear marker for how the year wrapped up. The company has seen quarterly revenue move between US$103.2 million and US$118.9 million over the last four quarters, with basic EPS ranging from a small loss of US$0.02 in Q3 2025 to US$0.24 in Q4. Trailing 12 month revenue stood at US$443.5 million and basic EPS at US$0.39. With trailing net profit margins sitting below last year’s...
NasdaqGS:PTON
NasdaqGS:PTONLeisure

Peloton Interactive PTON Q2 Loss Narrows Questioning Bearish Profitability Narratives

Peloton Interactive (PTON) has just posted Q2 2026 results with revenue of US$656.5 million, a basic EPS loss of US$0.09, and net income loss of US$38.8 million, putting fresh numbers around its ongoing push toward better profitability. The company has seen revenue move from US$673.9 million and an EPS loss of US$0.24 in Q2 2025 to US$656.5 million and an EPS loss of US$0.09 in the latest quarter. This gives investors a clearer view of how the top line and per share results have shifted over...
NYSE:MGY
NYSE:MGYOil and Gas

Magnolia Oil & Gas (MGY) Margin Decline Tests Bullish Earnings Growth Narrative

Magnolia Oil & Gas (MGY) has wrapped up FY 2025 with fourth quarter revenue of US$317.6 million and basic EPS of US$0.38, alongside net income of US$68.8 million, putting fresh numbers behind its latest earnings update. Over the past few quarters, the company has seen revenue move between US$318.0 million and US$350.3 million while quarterly basic EPS ranged from US$0.38 to US$0.54, with trailing twelve month EPS sitting at US$1.75 on revenue of about US$1.3 billion. With a trailing net...
NYSE:EFC
NYSE:EFCMortgage REITs

How Investors Are Reacting To Ellington Financial (EFC) Capital Raising And Preferred Share Redemption

Ellington Financial Inc. has recently completed a follow-on equity offering of 8,775,000 common shares at US$13.50 each, raising about US$118.46 million, and announced the full redemption of its 4,600,000-share Series A preferred stock at US$25.00 per share plus accrued dividends, expected on February 27, 2026. This combination of fresh common equity issuance and the planned removal of a preferred layer reshapes Ellington Financial’s capital structure and future dividend obligations in a...
NYSE:ITT
NYSE:ITTMachinery

ITT (ITT) Margin Compression Tests Bullish Earnings Growth Narrative

Industrial manufacturer ITT (ITT) has wrapped up FY 2025 with fourth quarter revenue of US$1.1b and basic EPS of US$1.65, rounding out a trailing 12 month run of US$3.9b in revenue and EPS of US$6.15. Over the last two reported fourth quarters, revenue has moved from US$929 million to US$1.1b, while quarterly EPS shifted from US$1.56 to US$1.65. This sets the backdrop for investors watching how the margin story evolves from here. See our full analysis for ITT. With the latest numbers on the...
NYSE:ALV
NYSE:ALVAuto Components

How Autoliv’s 2025 Results, China JV and Buyback Will Impact Autoliv (ALV) Investors

Autoliv, Inc. recently reported full-year 2025 results, with revenue rising to US$10.82 billion and net income reaching US$735 million, alongside fourth-quarter sales and earnings growth driven by new product launches. The company coupled these results with 2026 guidance, progress on its cost reduction program, a China-focused safety electronics joint venture, and completion of a US$249.91 million share buyback, underscoring a clearer focus on efficiency and capital return. With recent...
NasdaqGS:OMCL
NasdaqGS:OMCLMedical Equipment

Omnicell (OMCL) Margin Squeeze To 0.2% Net Profit Tests Bullish Recovery Narratives

Omnicell (OMCL) has wrapped up FY 2025 with fourth quarter revenue of US$314 million and a basic EPS loss of US$0.05, alongside trailing twelve month EPS of US$0.04 that points to only a slim profit over the year. The company has seen quarterly revenue move from US$283 million in Q3 2024 to US$314 million in Q4 2025, while basic EPS shifted from US$0.19 in Q3 2024 to a loss of US$0.05 in the latest quarter, leaving margins looking tight and keeping the focus firmly on how sustainably...
NasdaqGS:SIRI
NasdaqGS:SIRIMedia

Sirius XM Holdings (SIRI) Q4 EPS Drop Versus Flat Revenue Tests Bullish Profit Narratives

Sirius XM Holdings (SIRI) closed FY 2025 with Q4 revenue of US$2.2 billion and basic EPS of US$0.29 on net income of US$99 million, capping a trailing 12 month period that totaled US$8.6 billion of revenue, US$805 million of net income and basic EPS of US$2.38. Over recent quarters the company has seen revenue move from US$2.1 billion in Q1 2025 to US$2.2 billion in Q4 2025, while quarterly basic EPS ranged between US$0.60 and US$0.88 before landing at US$0.29. This has left investors focused...