U.S. Semiconductors Stock News

In recent days, the Trump administration’s announcement of new global tariffs reignited trade policy uncertainty, affecting companies such as Concentrix whose operations span multiple markets. Although these tariffs have not been interpreted as changing Concentrix’s underlying business outlook, they introduce incremental risk around costs, client demand, and cross-border operations. We’ll now explore how renewed tariff-related uncertainty, alongside Concentrix’s existing integration and debt...

Nexstar Media Group FY 2025 Results: Earnings Slip as Margins Come Under Pressure Nexstar Media Group (NXST) has capped FY 2025 with a soft finish, as fourth quarter revenue came in at US$1.3 billion and the company reported a basic EPS loss of US$5.47 on net income of a US$166 million loss. Over the past six quarters, the company has seen quarterly revenue move from US$1.49 billion in Q4 2024 to US$1.20 billion in Q3 2025 and then to US$1.29 billion in Q4 2025. Quarterly basic EPS shifted...

On 19 February 2026, Stride, Inc. presented at the Singular Research Emerging Growth & Value Leaders Webinar, following earlier disruptions from a failed platform upgrade that led to enrollment losses and weaker student experiences. In response, management has shifted toward a stability-first approach, prioritizing platform reliability and measured enrollment over rapid expansion, while Career Learning programs hold up better than General Education. We’ll now explore how Stride’s...

What recent performance says about American Homes 4 Rent American Homes 4 Rent (AMH) has drawn investor attention after a mixed stretch, with the stock up 1.8% over the past day but showing negative returns over the past week, month, past 3 months and year to date. See our latest analysis for American Homes 4 Rent. At a share price of US$30.35, the recent 1-day share price return of 1.81% contrasts with weaker recent momentum, including a 30-day share price return of 3.74% and a 1-year total...

UMH Properties (UMH) has just wrapped up FY 2025 with fourth quarter revenue of US$67.3 million, a basic EPS loss of US$0.01, and a fourth quarter net loss of US$0.5 million. Trailing twelve month revenue came in at US$261.8 million with basic EPS of US$0.07 and net income of US$6.0 million. Over recent quarters, the company has reported revenue increasing from US$61.8 million in Q4 2024 to US$67.3 million in Q4 2025. Over the same period, quarterly EPS has moved between a small profit and a...

Lululemon athletica (LULU) is back in focus after announcing its 100th store in the EMEA region, a Warsaw opening via franchise that introduces the brand to Poland and signals faster international expansion. See our latest analysis for lululemon athletica. The EMEA expansion milestone lands at a time when lululemon athletica’s share price, last closing at US$185.98, has a 1-day share price return of 1.88% and a year-to-date share price return decline of 11.78%. The 1-year total shareholder...

In February 2026, Insmed Incorporated reported fourth-quarter 2025 results showing a net loss of US$328.49 million, or a basic loss per share from continuing operations of US$1.54, and a full-year 2025 net loss of US$1.28 billion, or US$6.42 per share. Despite the wider loss, Insmed’s lead drug ARIKAYCE delivered strong revenue momentum and the company’s new therapy Brinsupri generated US$28 million in early sales from more than 2,500 patients and 1,700 prescribers, highlighting rapid...

Certara (CERT) has just wrapped up FY 2025 with fourth quarter revenue of US$103.6 million and a basic EPS loss of US$0.04, as net income excluding extra items came in at a loss of US$5.9 million. The company has seen quarterly revenue move from US$100.4 million in Q4 2024 to US$106.0 million in Q1 2025, US$104.6 million in Q3 2025 and US$103.6 million in Q4 2025, while basic EPS has swung between a profit of US$0.04 in Q4 2024 and Q1 2025 and losses of up to US$0.04 in Q4 2025. Investors are...

Flowco Holdings (FLOC) has wrapped up FY 2025 with fourth quarter revenue of US$197.2 million and basic EPS of US$0.60, alongside trailing 12 month net profit margin of 5.4% compared with 15% in the prior year. The company has seen revenue move from US$535.3 million on a trailing 12 month basis in Q4 2024 to US$759.7 million in Q4 2025, while trailing EPS shifted from US$10.41 to US$1.53, leaving investors with a mixed read on growth versus profitability. With earnings forecasts pointing to...

Winmark (WINA) has wrapped up FY 2025 with fourth quarter revenue of about US$21.1 million and basic EPS of US$2.79, capping a trailing twelve month revenue line of US$86.1 million and EPS of US$11.73. The company has seen revenue move from US$81.3 million to US$86.1 million over recent trailing periods, while trailing twelve month net income has shifted from US$40.0 million to US$41.7 million, giving investors a clear read on how the top and bottom lines are tracking into the latest print...

Fortrea Holdings (FTRE) closed FY 2025 with fourth quarter revenue of US$660.5 million, a basic EPS loss of US$0.35 and net income loss of US$32.5 million. Over recent periods, the company has seen quarterly revenue move between US$651.3 million and US$710.3 million while basic EPS ranged from a loss of US$0.17 through to a much deeper quarterly loss of US$6.25. This sets a clear context for how you might read the latest numbers. With trailing 12 month EPS at a loss of US$10.81 and net income...

If you are wondering whether Walt Disney shares are offering good value right now, this article walks through the key numbers so you can judge the price with more confidence. The stock most recently closed at US$105.55, with a 0.4% decline over 7 days, a 4.6% decline over 30 days, a 5.6% decline year to date, and a 4.1% decline over the past year, while the 3 year return sits at 9.2% and the 5 year return at a 42.5% decline. Recent headlines around Walt Disney have focused on the ongoing...

NextEra Energy (NYSE:NEE) launched a $2b public offering of equity units to fund energy and power projects, including data center focused initiatives. The offering is tied to the company’s plans to support large scale data center power generation alongside partners such as Google and Exxon. The move comes as the company outlines a higher long term earnings outlook and expands its role in supplying power to energy intensive digital infrastructure. For investors watching NYSE:NEE, this...

Valero Energy (NYSE:VLO) is preparing to import a large volume of Venezuelan crude oil into its Gulf Coast refineries. This move marks a change in crude sourcing for its U.S. refining system at a time of shifting global energy trade flows. Investors are watching how this feedstock mix could affect refinery utilization, margins, and relationships with other suppliers. Valero enters this development with a current share price of $203.79 and a 1-year return of 61.8%, while its 5-year return...

Perimeter Solutions (PRM) has just posted its FY 2025 numbers with Q4 revenue of US$102.8 million and a basic EPS loss of US$0.94, while trailing 12 month revenue stood at US$652.9 million and basic EPS came in at a loss of US$1.37. Looking back over the recent periods, the company has seen quarterly revenue move from US$86.2 million and EPS of US$0.98 in Q4 2024 to US$72.0 million with EPS of US$0.38 in Q1 2025, then US$162.6 million with EPS of US$0.22 loss in Q2 2025 and US$315.4 million...

Veeco Instruments (VECO) has wrapped up FY 2025 with fourth quarter revenue of US$165.0 million and basic EPS of US$0.02, alongside trailing twelve month revenue of US$664.3 million and EPS of US$0.60 that frame the full year picture. The company has seen quarterly revenue move from US$182.1 million and EPS of US$0.26 in Q4 2024 to US$165.0 million and EPS of US$0.02 in Q4 2025, with trailing net profit margin at 5.3% compared with 10.3% a year earlier. Investors are therefore likely to focus...

StandardAero FY 2025 Earnings Snapshot StandardAero (SARO) has wrapped up FY 2025 with fourth quarter revenue of US$1.6 billion, basic EPS of US$0.24 and net income of US$78.6 million. This capped a year in which trailing twelve month EPS reached US$0.84 on revenue of US$6.1 billion and net income of US$277.4 million, alongside very large year over year earnings growth. Over the last six reported quarters, the company has seen quarterly revenue move from US$1.41 billion in Q4 2024 to US$1.60...

XPEL (XPEL) closed out FY 2025 with Q4 revenue of US$122.3 million and basic EPS of US$0.49, alongside trailing twelve month revenue of US$476.2 million and EPS of US$1.85. The company has seen revenue move from US$107.5 million and EPS of US$0.32 in Q4 2024 to US$122.3 million and EPS of US$0.49 in Q4 2025, setting up a story where consistent top line expansion is paired with earnings that keep pace and margins that hold steady rather than drift. See our full analysis for XPEL. With the...

Delcath Systems (DCTH) has wrapped up FY 2025 with fourth quarter revenue of US$20.7 million and a basic EPS loss of US$0.05, alongside net income of US$1.9 million in the red, giving investors a mixed headline for the latest period. The company has seen revenue move from US$15.1 million in Q4 2024 to US$20.7 million in Q4 2025, while basic EPS shifted from a loss of US$0.11 to a smaller loss of US$0.05. This sets up a picture where top line scale and bottom line volatility put the focus...

On February 25, 2026, Recursion Pharmaceuticals reported full-year 2025 results showing revenue of US$74.68 million, a net loss of US$644.76 million, and simultaneously filed a US$300 million at-the-market follow-on offering plus a US$68.57 million shelf registration for 19,424,000 Class A shares tied to employee plans. Alongside beating fourth-quarter loss and revenue expectations, management stated that cost controls and partnerships have extended Recursion’s cash runway into early 2028...

MYR Group (MYRG) has wrapped up FY 2025 with fourth quarter revenue of US$973.5 million and basic EPS of US$2.35, while trailing twelve month revenue sits at about US$3.7 billion with basic EPS of US$7.57, setting a clear earnings season marker for investors. The company has seen quarterly revenue move from US$829.8 million in Q4 2024 to US$973.5 million in Q4 2025, with basic EPS over that span shifting from US$0.99 to US$2.35. Trailing net profit margin sits at 3.2% versus 0.9% a year...

Hilton Grand Vacations FY 2025 Earnings Snapshot Hilton Grand Vacations (HGV) closed out FY 2025 with fourth quarter revenue of US$1.3b and basic EPS of US$0.56, alongside net income of US$48m. For the year, trailing twelve month EPS reached US$0.90 on revenue of US$5.0b and net income of US$81m. The company reported an increase in quarterly revenue from US$1.1b and EPS of US$0.20 in Q4 2024 to US$1.3b and EPS of US$0.56 in Q4 2025. The latest twelve month net margin is 1.6%, compared with...

Donaldson (DCI) just posted its Q2 2026 scorecard, with revenue of US$896.3 million and basic EPS of US$0.80, set against trailing twelve month revenue of US$3.8 billion and EPS of US$3.24 that frame the latest quarter in a broader run of results. Over recent quarters, revenue has moved between US$870 million and US$980.7 million while quarterly EPS has ranged from US$0.49 to just under US$0.99, giving investors a clearer view of how the current print sits within the recent earnings pattern...

Schrödinger (SDGR) closed out FY 2025 with Q4 revenue of US$87.2 million, Basic EPS of US$0.44 and net income of US$32.5 million, marking a clear contrast with the loss making quarters that opened the year. Over the past few periods, the company has seen quarterly revenue move from US$59.6 million in Q1 2025 to US$54.8 million in Q2, US$54.3 million in Q3 and then US$87.2 million in Q4. EPS shifted from a loss of US$0.82 in Q1 to losses of US$0.59 and US$0.45 in Q2 and Q3, before turning...