U.S. Semiconductors Stock News

NYSE:JHG
NYSE:JHGCapital Markets

Janus Henderson Group (JHG) Net Margin Expansion Reinforces Bullish Earnings Narrative

Janus Henderson Group (NYSE:JHG) has just posted its FY 2025 third quarter numbers, with revenue of US$700.4 million and basic EPS of US$0.92. This is set against trailing 12 month revenue of US$2.66 billion and EPS of US$3.41 that also reflect a 31.2% year over year earnings increase and a net profit margin of 19.6% versus 17.1% in the prior year. Over recent quarters, revenue has ranged from US$588.4 million in Q2 2024 to US$708.3 million in Q4 2024, while basic EPS has moved between...
NYSE:MUX
NYSE:MUXMetals and Mining

McEwen Expands Nevada Gold Bar Hub With Golden Lake Acquisition

McEwen (NYSE:MUX) has entered into a definitive agreement to acquire Golden Lake Exploration. The deal adds Golden Lake's projects adjacent to McEwen's Gold Bar Mine Complex in the Eureka Mining District in Nevada. The transaction is intended to consolidate McEwen's position around its existing operations at the Gold Bar Mine. For you as an investor, this move comes after a sharp share price run, with McEwen at $24.15 and up 193.1% over the past year and 286.4% over 3 years. The stock is...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

Regeneron Pharmaceuticals (REGN) Margin Slippage Tests Bullish Earnings Growth Narrative

Regeneron Pharmaceuticals (REGN) has put up another busy quarter, with Q3 FY 2025 revenue of US$3.8b and basic EPS of US$14.09 alongside net income of US$1,460m, all against a backdrop where trailing 12 month EPS sits at US$43.30 on revenue of US$14.2b. The company has seen revenue move from US$3.5b in Q2 FY 2024 to US$3.8b in Q3 FY 2025, while quarterly EPS has shifted from US$13.25 to US$14.09 over the same span. This gives investors a clear look at how top line and per share earnings have...
NYSE:NNI
NYSE:NNIConsumer Finance

How Nelnet’s Dividend Hike and Buybacks At Nelnet (NNI) Has Changed Its Investment Story

Nelnet, Inc. recently declared a first-quarter cash dividend of US$0.33 per share on its Class A and Class B common stock, payable on March 13, 2026, to shareholders of record as of February 27, 2026. This dividend decision comes alongside 18% annual revenue growth over the past two years, sustained share buybacks, and a return on equity of 10.7%, highlighting a multifaceted approach to rewarding shareholders. Next, we will examine how Nelnet’s combination of robust revenue growth and...
NYSE:NEXA
NYSE:NEXAMetals and Mining

Blockade Halts Nexa Mine Testing Community Relations And Investor Expectations

Nexa Resources (NYSE:NEXA) has temporarily suspended operations at its Atacocha San Gerardo mine. The halt follows a road blockade by members of the local community protesting near the site. The mine is currently operating with a minimum workforce focused on critical services and maintenance. Nexa Resources enters this disruption with the stock at $12.61 after a strong run, including a 42.5% return over the past 30 days and 43.5% year to date. Over the past year, NYSE:NEXA has returned...
NasdaqGS:GCL
NasdaqGS:GCLEntertainment

GCL Global Holdings (GCL) One Off Gain Driven Profit Tests Bullish Narratives

GCL Global Holdings (NasdaqGS:GCL) has just posted its H1 2026 scorecard, with H2 2025 revenue at about US$91.2 million and basic EPS of US$0.03, while the trailing twelve months show revenue of roughly US$142.1 million and basic EPS of US$0.05 as the group moved from earlier losses into profit. The company has seen revenue move from US$97.5 million to US$142.1 million over the trailing periods shown, with EPS shifting from small losses to positive figures. In this context, the latest half...
NYSE:OC
NYSE:OCBuilding

Is Owens Corning (OC) Attractive After Recent Share Price Slide And DCF Assessment

If you are wondering whether Owens Corning shares are offering good value today, it helps to first line up the recent price moves with what the underlying estimates and balance sheet are telling you. The stock last closed at US$119.84, with returns of 7.1% over the past 30 days, 5.0% year to date, a 33.6% decline over the last year, and gains of 25.3% and 58.8% over the past 3 and 5 years respectively. This performance may leave you questioning whether the current price still reflects...
NasdaqGS:PSMT
NasdaqGS:PSMTConsumer Retailing

Is It Too Late To Consider PriceSmart (PSMT) After A 58% One Year Share Price Jump

If you are wondering whether PriceSmart's recent share price puts it on sale or at a premium, you are in the right place for a clear look at what the current price could mean for you. PriceSmart shares last closed at US$142.21, with returns of 1.1% over 7 days, 15.9% over 30 days, 15.3% year to date, 58.3% over 1 year, and 100.4% over 3 years, compared with 53.8% over 5 years. Recent attention on PriceSmart has been shaped by ongoing coverage of its membership warehouse model in Latin...
NYSE:WY
NYSE:WYSpecialized REITs

Weyerhaeuser (WY) Premium 57x P/E Tests Bullish Earnings Growth Narratives

Weyerhaeuser FY 2025 earnings snapshot Weyerhaeuser (WY) has wrapped up FY 2025 with fourth quarter revenue of US$1,541 million and basic EPS of US$0.10, rounding out a year where trailing twelve month revenue sits at US$6.9 billion and EPS at US$0.45. Over the past few quarters, the company has seen quarterly revenue move from US$1,763 million in Q1 2025 to a peak of US$1,884 million in Q2 2025 before landing at US$1,541 million in Q4. EPS ranged from US$0.11 to US$0.12 for the first three...
NasdaqCM:LTRX
NasdaqCM:LTRXCommunications

A Look At Lantronix (LTRX) Valuation After New AI Defense Alliance With Safe Pro Group

Lantronix’s AI Defense Partnership Comes Into Focus Lantronix (LTRX) has drawn fresh attention after signing a Memorandum of Understanding and Master Services Agreement with Safe Pro Group to co-develop Qualcomm-based, AI-powered edge compute solutions for defense and autonomous drone systems. See our latest analysis for Lantronix. Lantronix’s AI defense agreement lands against a backdrop of firming momentum, with a 34.69% 90 day share price return and a 68.96% one year total shareholder...
NasdaqCM:COFS
NasdaqCM:COFSBanks

ChoiceOne Financial Services (COFS) Net Interest Margin Holds At 3.77% As Asset Quality Concerns Grow

ChoiceOne Financial Services (COFS) has released its latest FY 2025 figures, reporting third quarter revenue of US$44.5 million and EPS of US$0.98, alongside trailing twelve month revenue of US$127.9 million and EPS of US$1.73. Over the past year, the company has seen revenue move from US$83.1 million to US$127.9 million on a trailing basis, while EPS shifted from US$3.00 to US$1.73. This sets a mixed backdrop for anyone tracking the stock around its recent US$28.69 share price. With a...
NYSE:VMI
NYSE:VMIConstruction

Is It Too Late To Consider Valmont Industries (VMI) After Strong Multi‑Year Share Price Gains?

If you are wondering whether Valmont Industries is still good value after its recent run, this article walks through what the current price might be telling you about expectations baked into the stock. Shares of Valmont Industries last closed at US$445.56, with returns of 1.2% over 7 days, 10.7% over 30 days, 8.2% year to date, 35.4% over 1 year, 41.2% over 3 years and 118.9% over 5 years. These performance figures can influence how investors think about future upside and risk. Recent...
NasdaqCM:PDEX
NasdaqCM:PDEXMedical Equipment

Pro Dex (PDEX) One Off Gain Clouds 68% Trailing Earnings Growth Narrative

Pro-Dex (PDEX) has released its Q2 2026 numbers, reporting revenue of US$18.7 million and Basic EPS of US$0.67. The company’s quarterly revenue moved from US$16.8 million and EPS of US$0.63 in Q2 2025 to US$18.7 million and EPS of US$0.67 in Q2 2026, while trailing twelve month revenue reached US$72.1 million alongside Basic EPS of US$3.48. Together with a trailing year net margin of 15.7%, these figures highlight how much of the current margin profile comes from the core business rather than...
NasdaqGS:CNOB
NasdaqGS:CNOBBanks

ConnectOne Bancorp Marks Largest Deal And Push Into AI Efficiency

ConnectOne Bancorp (NasdaqGS:CNOB) completed the largest transaction in its history. The bank executed a full systems conversion shortly after the deal closed. The company outlined plans to consolidate branches and expand use of technology and AI. ConnectOne Bancorp, a regional banking company focused on commercial and consumer clients, is entering a period of operational change that goes beyond its usual financial updates. Completing its biggest deal to date alongside a full systems...
NYSE:ROK
NYSE:ROKElectrical

Is Rockwell Automation (ROK) Pricing Reflect Strong Share Gains Or Stretching Valuation Limits

If you are wondering whether Rockwell Automation's current share price lines up with its underlying value, you are not alone. This article focuses squarely on what the numbers can and cannot tell you about that question. The stock most recently closed at US$421.65, with stated returns of 0.9% over 7 days, 8.4% over 30 days, 5.8% year to date, 53.9% over 1 year, 53.2% over 3 years and 89.1% over 5 years. Recent coverage has highlighted Rockwell Automation as a key name in industrial...
NYSE:CIVI
NYSE:CIVIOil and Gas

Civitas Merger With SM Energy Reshapes Valuation And Investor Exposure

SM Energy has completed its merger with Civitas Resources, with the combined company operating under the SM Energy name. The deal creates a larger oil and gas producer with a revised leadership team and board structure. Civitas Resources, previously listed as NYSE:CIVI, is being removed from multiple major equity indices following the merger. The new ownership structure affects existing shareholders, index funds, and institutional investors with exposure to NYSE:CIVI. Civitas Resources,...
NYSE:FPH
NYSE:FPHReal Estate

Five Point Holdings (FPH) Net Margin Surge Reinforces Bullish Undervaluation Narratives

Recent Earnings Snapshot Five Point Holdings (FPH) has just posted its FY 2025 third quarter numbers, with revenue of US$13.5 million, basic EPS of US$0.30 and net income, excluding extra items, of US$21.1 million setting the tone for the latest update. The company has seen revenue move from US$51.2 million in Q2 2024 to US$159.8 million in Q4 2024 and then remain in a US$13.2 million to US$17.0 million range across the last four reported quarters. Over that same stretch, quarterly EPS has...
NYSE:OLN
NYSE:OLNChemicals

Olin (OLN) Q4 Loss And Weak Coverage Challenge Bullish Turnaround Narratives

Olin (OLN) closed FY 2025 with Q4 revenue of US$1,665.1 million and a basic EPS loss of US$0.75, compared with Q4 FY 2024 revenue of US$1,671.3 million and basic EPS of US$0.09. Over the past year, the company has seen quarterly revenue move between US$1,644.2 million and US$1,758.3 million. Basic EPS has ranged from a profit of US$0.37 in Q3 FY 2025 to small profits or losses in earlier quarters, contributing to a full year in which margins stayed under pressure and profitability remained...
NYSE:GPI
NYSE:GPISpecialty Retail

Group 1 Automotive FY 2025 Margin Compression Challenges Bullish Narratives On Earnings Quality

Group 1 Automotive FY 2025 results in focus Group 1 Automotive (GPI) has wrapped up FY 2025 with fourth quarter revenue of US$5.6b and basic EPS of US$3.52, while same store sales edged back by 1%, putting the spotlight on how efficiently the business is converting its top line into earnings. Over the past few quarters, revenue has moved from US$5.5b in Q1 2025 to US$5.8b in Q3 before landing at US$5.6b in Q4, with EPS ranging from US$1.03 to US$10.78 across the year as net income excluding...
NasdaqGS:HOLX
NasdaqGS:HOLXMedical Equipment

Hologic (HOLX) Q1 2026 Margin Compression Reinforces Cautious Community Narratives

Hologic Q1 2026: Earnings Reset Puts Margins in Focus Hologic (HOLX) opened fiscal 2026 with Q1 revenue of US$1.0 billion and basic EPS of US$0.80, setting a measured tone for the year after a period where trailing 12 month EPS came in at US$2.42 on revenue of US$4.1 billion. Over recent quarters, the company has seen revenue move from US$988 million in Q4 2024 to US$1.05 billion in Q1 2025 and then to US$1.05 billion in Q1 2026, while quarterly EPS has tracked from US$0.76 to US$0.87 and...
NYSE:DXC
NYSE:DXCIT

DXC Technology (DXC) EPS Rebound To US$0.62 Tests Bearish Earnings Decline Narrative

DXC Technology (DXC) has put up a solid set of numbers for Q3 2026, with revenue of US$3.2b and basic EPS of US$0.62 alongside net income of US$107m. Over the past few quarters, the company has seen revenue hold in a tight band between US$3.2b and US$3.3b while quarterly EPS has moved from US$0.23 and US$0.31 in 2025 into the US$0.62 range in 2026. This has been supported by trailing twelve month EPS of US$2.37 on revenue of US$12.7b and net income of US$423m. For investors, the focus now is...
NasdaqGS:AMSC
NasdaqGS:AMSCElectrical

Meridian Fund Sees Long Term Potential In American Superconductor Rebuild

Meridian Contrarian Fund has highlighted American Superconductor (NasdaqGS:AMSC) for its long term growth potential. The fund pointed to the company’s intellectual property litigation victory and rebuilding phase as key milestones. Meridian also cited opportunities tied to electric grid upgrades, wind power expansion, and naval contracts. American Superconductor, which focuses on power systems and grid technologies, is drawing attention as utilities and governments look at grid reliability,...
NYSE:BBUC
NYSE:BBUCIndustrials

Brookfield Business (BBUC) Q3 Loss Of US$500 Million Reinforces Bearish Earnings Narrative

Brookfield Business (NYSE:BBUC) just posted its FY 2025 third quarter numbers with revenue of US$1,678 million and a basic EPS loss of US$7.14, while trailing twelve month figures show revenue of US$7.7 billion and a cumulative EPS loss of US$15.34. Over recent quarters, revenue has moved from US$1,929 million in Q2 2024 to US$2,209 million in Q4 2024 and then to US$1,966 million and US$1,678 million in Q1 and Q3 2025, with EPS swinging from a profit of US$1.70 in Q2 2024 to losses of...
NYSE:SLG
NYSE:SLGOffice REITs

SL Green Realty Q4 FFO Stability Challenges Bearish Narratives On Cash Generation

SL Green Realty FY 2025 Results Snapshot SL Green Realty (SLG) closed out FY 2025 with Q4 revenue of US$251.2 million and basic EPS of a US$1.48 loss, while trailing twelve month figures showed revenue of US$946.9 million and basic EPS of a US$3.61 loss. Over recent periods, the company has seen quarterly revenue range from US$214.3 million in Q3 2024 to US$251.2 million in Q4 2025, as EPS moved between a small profit of US$0.13 in Q4 2024 and a loss of US$1.48 in the latest quarter...