U.S. Semiconductors Stock News

Magnera (MAGN) just opened Q1 2026 with revenue of US$792 million and a basic EPS loss of US$0.96 per share, setting the tone for another quarter where top line and per share losses stay front and center for investors. Over the past year, the company has seen quarterly revenue move from US$702 million in Q1 2025 to US$792 million in Q1 2026, while basic EPS has ranged from a loss of US$1.69 in Q1 2025 to a loss of US$0.96 most recently, leaving margins under pressure and keeping the path to...

Allegiant Travel posts mixed FY 2025 finish as profitability swings quarter to quarter Allegiant Travel (ALGT) closed out FY 2025 with fourth quarter revenue of US$656.2 million and basic EPS of US$1.76, alongside net income of US$31.9 million. The trailing twelve months still show a loss, with EPS at US$2.48 and net income of US$44.7 million. The company has seen quarterly revenue shift between US$561.9 million and US$699.1 million across 2025, with EPS moving from a loss of US$3.62 in Q2 to...

ASGN (ASGN) has wrapped up FY 2025 with fourth quarter revenue of US$980.1 million and basic EPS of US$0.59, set against trailing twelve month revenue of US$3.98 billion and EPS of US$2.62. Over recent periods, quarterly revenue has ranged from US$968.3 million to US$1.02 billion, while basic EPS has moved between US$0.48 and US$0.96. This gives investors a clear read on how top line scale and per share earnings have tracked into the latest full year. With net profit margins tighter than a...

If you are wondering whether Innovative Industrial Properties is starting to look like a value opportunity or remains a value trap, this article will walk you through what the current price might be implying. The stock last closed at US$47.70, with returns of a 1.6% decline over 7 days, 1.9% decline over 30 days, 3.6% decline year to date, 26.0% decline over 1 year, 26.4% decline over 3 years and 66.3% decline over 5 years, which may change how investors think about its risk and...

If you are wondering whether Northern Trust's current share price lines up with its underlying value, this article will walk through what the numbers are actually saying. The stock last closed at US$147.48, with returns of 2.3% over the past 30 days, 5.9% year to date and 33.2% over the past year. These moves may have changed how investors think about both its potential and its risks. Recent coverage around Northern Trust has focused on its position in diversified financials and broader...

Ralliant (RAL) has closed out FY 2025 with Q4 revenue of US$554.6 million and a basic EPS loss of US$12.17, while on a trailing twelve month basis revenue was US$2.1 billion with a basic EPS loss of US$10.84. The company has seen quarterly revenue move from US$548.1 million in Q4 2024 to US$554.6 million in Q4 2025, alongside a swing in basic EPS from US$0.73 in Q4 2024 to a loss of US$12.17 in Q4 2025, setting up a results season in which investors will be weighing compressed margins against...

SiTime (SITM) closed out FY 2025 with Q4 revenue of US$113.3 million and basic EPS of US$0.35, alongside net income of US$9.2 million, giving investors a clean look at how the business is currently converting sales into earnings. Over the past year, the company has seen quarterly revenue move from US$57.7 million in Q3 FY 2024 to US$68.1 million in Q4 FY 2024 and then to US$113.3 million in Q4 FY 2025, while basic EPS shifted from a loss of US$0.80 in Q4 FY 2024 to a profit of US$0.35 in the...

Everest Group (EG) has just closed out FY 2025 with fourth quarter revenue of US$4.4b and basic EPS of US$10.77, alongside trailing 12 month EPS of US$37.80 on revenue of US$17.5b that tracks a year earlier TTM revenue base of US$17.2b and EPS of US$31.80. Over the past few reported quarters, revenue has moved in a tight band between US$4.3b and US$4.5b while quarterly EPS has ranged from US$4.92 to US$16.08, giving investors plenty to consider in terms of earnings power and the quality of...

AvalonBay Communities (AVB) has wrapped up FY 2025 with Q4 revenue of US$767.3 million and basic EPS of US$1.17, alongside net income of US$166.4 million, while trailing twelve month revenue reached about US$3.0 billion with EPS of US$7.40 and net income of US$1.1 billion. Over recent periods the company has seen quarterly revenue move from US$744.8 million in Q1 2025 to US$767.3 million in Q4 2025, with basic EPS ranging between US$1.66 and US$2.68 along the way. This gives investors a...

If you are wondering whether Neogen's current share price reflects its true worth, looking closely at how the market is valuing the business can help you frame your next move. The stock last closed at US$10.59, with returns of 3.7% over 7 days, 42.9% over 30 days and 51.3% year to date. The 1 year, 3 year and 5 year returns stand at a 0.7% decline, 46.6% decline and 75.7% decline respectively. Recent coverage around Neogen has focused on its position within the healthcare sector and how...

If you are wondering whether GEO Group is attractively priced right now or if the recent share moves are a warning sign, this article walks through what the current price might be implying. The stock closed at US$15.48, with returns of a 5.3% decline over the last 7 days, a 4.0% decline over 30 days, a 2.8% decline year to date, a 43.8% decline over 1 year, but gains of 28.6% over 3 years and 75.7% over 5 years, which gives a mixed picture for anyone thinking about risk and reward. Recent...

Linde (NasdaqGS:LIN) is accelerating its global clean energy plans with major hydrogen and ammonia projects in Germany and the U.S. The company agreed to acquire Middle East industrial gases company Airtec as part of its broader international expansion. Linde outlined up to $50b of future green investments across hydrogen, ammonia and related infrastructure. The group is increasing investment to support the commercial space launch sector in the U.S. CEO Sanjiv Lamba is set to assume the...

Dauch Corporation, formerly American Axle & Manufacturing Holdings, Inc., recently rebranded, increased its share capital, and filed a US$41.71 million shelf registration for 5,250,000 common shares tied to an ESOP-related offering. These corporate actions collectively signal a reshaped capital structure and ownership framework that could influence how investors interpret the company’s long-term direction and governance. Next, we’ll examine how the ESOP-related shelf registration shapes...

Kemper FY 2025 Results: Earnings Pressure Despite Solid Top Line Kemper (KMPR) has wrapped up FY 2025 with fourth quarter revenue of US$1.1 billion and a basic EPS loss of US$0.14, as net income excluding extra items came in at a loss of US$8 million. The company has seen quarterly revenue move from US$1.19 billion in Q1 2025 to US$1.23 billion in Q2 and US$1.24 billion in Q3, before landing at US$1.14 billion in Q4. Basic EPS shifted from US$1.56 in Q1 and US$1.14 in Q2 to losses of US$0.34...

How Coherent’s Q2 2026 Numbers Set the Stage for the Next Chapter Coherent (COHR) has put fresh numbers on the table, with Q2 2026 revenue of about US$1.7b and basic EPS of US$0.87, giving investors a clean view of how the business is currently earning per share at its US$209.24 share price. The company has seen quarterly revenue move from US$1.43b in Q2 2025 to US$1.69b in Q2 2026, while basic EPS shifted from US$0.46 to US$0.87 over the same period, set against a trailing twelve month EPS...

CSG Systems International (CSGS) has wrapped up FY 2025 with fourth quarter revenue of US$323.1 million and basic EPS of US$0.25, alongside trailing twelve month revenue of about US$1.2 billion and EPS of US$2.02. Together these figures set a clear snapshot of its recent earnings power. Over recent quarters, the company has seen revenue move from US$295.1 million in Q3 2024 to US$316.7 million in Q4 2024 and then to US$323.1 million in Q4 2025. Over the same period, quarterly EPS shifted from...

Omega Healthcare Investors (OHI) has rounded out FY 2025 with Q4 revenue of US$319.2 million and basic EPS of US$0.55, while trailing twelve month revenue came in at about US$1.2 billion and EPS at US$1.96. Over the past year, the company has seen revenue move from US$1.05 billion on a trailing basis at the end of Q4 2024 to about US$1.19 billion at the end of Q4 2025, with trailing EPS rising from US$1.57 to US$1.96 over the same window. With earnings up 45.2% over the past year and net...

Associated Capital Group (ACGP) has wrapped up FY 2025 with fourth quarter revenue of US$20.1 million and basic EPS of US$0.54. Trailing 12 month revenue sits at US$26.9 million and EPS at US$2.52, alongside earnings growth of 19.5% over the past year. Over recent periods the company has seen quarterly revenue move from US$5.2 million in Q4 2024 to US$2.1 million in Q1 2025, US$2.2 million in Q2, US$2.5 million in Q3 and then step up to US$20.1 million in Q4. Quarterly EPS has run from...

Align Technology (ALGN) has wrapped up FY 2025 with Q4 revenue of US$1.0 billion and Basic EPS of US$1.89, setting the tone for how investors parse both the latest quarter and the trailing twelve month picture. Over recent quarters, the company has seen revenue shift from US$979.3 million in Q1 2025 to US$1.0 billion in Q4, while Basic EPS moved from US$1.27 to US$1.89, giving investors a clear view of how the top line and per share earnings are tracking through the year. With a trailing...

If you are wondering whether Driven Brands Holdings is attractively priced today, this article walks through what the current numbers may imply about the stock's value. The shares last closed at US$16.66, with recent returns of 9.5% over 7 days, 11.4% over 30 days, 14.9% year to date and 1.3% over the past year, set against a 41.5% decline over 3 years and a 49.3% decline over 5 years. Recent news around Driven Brands has focused on the business and its positioning within consumer services...

Curreen Capital has highlighted Frontdoor (NasdaqGS:FTDR) as a key holding in its latest investor letter. The firm pointed to Frontdoor's 2025 results and its use of free cash flow for organic growth, debt reduction, share repurchases, and targeted acquisitions. This update provides fresh insight into how Frontdoor is allocating capital across its business and balance sheet. Frontdoor runs a home services platform, which typically includes subscription style offerings for home repair and...

Performance Food Group (PFGC) has put fresh numbers on the table for Q2 2026, reporting revenue of about US$16.4b and basic EPS of US$0.40 alongside net income of US$61.7m. The company has seen quarterly revenue move from roughly US$15.6b in Q2 2025 to US$16.4b this quarter, with basic EPS over that stretch ranging from US$0.27 to US$0.85 and trailing twelve month EPS at US$2.22. This sets a clear earnings backdrop for today’s release. With trailing net margins still tight, the latest results...

EZCORP (EZPW) opened Q1 2026 with revenue of US$382.0 million and basic EPS of US$0.72, setting a clear marker against a trailing twelve month EPS of US$2.08 and total revenue of about US$1.3 billion. Over the past year, the company has seen quarterly revenue move from US$320.2 million in Q1 2025 to US$382.0 million in Q1 2026, while quarterly EPS shifted from US$0.57 to US$0.72, with trailing net income reaching US$122.9 million. Trailing net margins are now at 9.2% compared with 7.2% a year...

Lucky Strike Entertainment (LUCK) has just posted its Q2 2026 numbers, reporting revenue of US$306.9 million and a basic EPS loss of US$0.11, alongside a trailing twelve month basic EPS loss of US$0.68 on revenue of about US$1.2 billion. The company’s quarterly revenue has moved from US$260.2 million in Q1 2025 to US$300.1 million in Q2 2025 and US$306.9 million in Q2 2026. Over the same period, EPS has shifted from a profit of US$0.17 in Q2 2025 to a loss of US$0.11 in the latest quarter...