U.S. Semiconductors Stock News

NYSE:KFY
NYSE:KFYProfessional Services

Korn Ferry’s LA28 Role And What It Might Mean For Valuation

Korn Ferry (NYSE:KFY) has been appointed Founding Partner for the LA28 Olympic and Paralympic Games. The firm will serve as the Official Talent & Organizational Consulting Partner for LA28. Korn Ferry will support hiring, onboarding, and development of the workforce preparing for the 2028 Games in Los Angeles. Korn Ferry, a global organizational consulting firm, is moving into a very visible role with the LA28 Olympic and Paralympic Games. The company is known for work across executive...
NYSE:TMO
NYSE:TMOLife Sciences

Thermo Fisher Scientific (TMO) Margin Improvement Challenges Long Term Earnings Decline Narrative

Thermo Fisher Scientific (TMO) closed out FY 2025 with fourth quarter revenue of US$12.2b and basic EPS of US$5.25, alongside net income of US$1.96b, setting a clear benchmark for how the year wrapped up. Over the past six quarters, the company has seen quarterly revenue range from US$10.4b to US$12.2b and basic EPS move between US$3.99 and US$5.25. This gives investors a detailed view of how the top and bottom line have tracked through FY 2024 and FY 2025. With trailing 12 month EPS at...
NasdaqCM:CODA
NasdaqCM:CODAElectronic

Coda Octopus Group (CODA) Margin Slippage Tests Bullish Earnings Growth Narratives

Coda Octopus Group (CODA) closed out FY 2025 with Q4 revenue of US$7.3 million and basic EPS of US$0.09, alongside net income of US$1.0 million that builds on a trailing 12 month net income base of US$4.1 million. The company has seen quarterly revenue move from US$5.1 million in Q1 2025 to US$7.3 million in Q4, while basic EPS ranged between US$0.08 and US$0.11 over the year. This sets up a picture where investors are weighing higher recent profit levels against net margins that have...
NasdaqGM:FGBI
NasdaqGM:FGBIBanks

First Guaranty Bancshares (FGBI) Returns To Quarterly Profit But Trailing Loss Reinforces Bearish Views

First Guaranty Bancshares (FGBI) has put a turbulent year on the table, with Q4 FY 2025 revenue of about US$19.7 million and EPS of US$0.12, alongside trailing 12 month figures that include revenue of roughly US$13.7 million and an EPS loss of US$4.17. Over the past few quarters, the company has seen revenue move from US$22.2 million in Q3 FY 2024 to US$19.1 million in Q4 FY 2024 and then to US$19.7 million in Q4 FY 2025. Quarterly EPS has swung from US$0.11 in Q3 FY 2024 to a loss of US$3.01...
NasdaqCM:CZNC
NasdaqCM:CZNCBanks

Citizens & Northern (CZNC) Net Interest Margin Jump Tests Bullish Growth Narratives

Citizens & Northern FY 2025 earnings snapshot Citizens & Northern (CZNC) has wrapped up FY 2025 with fourth quarter revenue of about US$35.6 million and basic EPS of US$0.25, while trailing twelve month revenue stands at US$116.6 million with EPS of US$1.46. Over the past few quarters, the bank has seen revenue move from US$28.6 million in Q4 2024 to US$35.6 million in Q4 2025, with quarterly EPS shifting from US$0.53 to US$0.25 over the same period. The trailing net profit margin is 19.9%,...
NasdaqCM:MBIN
NasdaqCM:MBINDiversified Financial

Merchants Bancorp (MBIN) Margin Compression Challenges Bullish Earnings Growth Narratives

Merchants Bancorp (MBIN) closed out FY 2025 with fourth quarter revenue of US$157.5 million and basic EPS of US$1.28, alongside trailing 12 month revenue of US$563.7 million and EPS of US$3.78. The company has seen quarterly revenue move from US$141.8 million and EPS of US$0.97 in Q3 2025 to US$157.5 million and EPS of US$1.28 in Q4, with trailing 12 month net income at US$173.6 million versus US$283.7 million a year earlier as margins compressed. That mix of solid top line, shifting EPS and...
NasdaqGS:WSBF
NasdaqGS:WSBFDiversified Financial

Waterstone Financial (WSBF) Margin Improvement Challenges Longer Term Bearish Narratives

Waterstone Financial (WSBF) has wrapped up FY 2025 with fourth quarter revenue of US$37.7 million and basic EPS of US$0.44, while trailing 12 month figures show revenue of US$143.3 million and EPS of US$1.48. This sets a clear earnings season marker for investors. The company has seen quarterly revenue range from US$30.2 million to US$38.0 million over the past year, with basic EPS moving from US$0.17 in Q1 2025 to US$0.45 in Q3 2025, giving a fuller picture of how the business has been...
NYSE:AOS
NYSE:AOSBuilding

A. O. Smith (AOS) Margin Strength In FY 2025 Challenges Slowing Earnings Growth Narrative

A. O. Smith (AOS) has wrapped up FY 2025 with fourth quarter revenue of US$912.5 million and basic EPS of US$0.90, alongside trailing twelve month revenue of about US$3.8 billion and EPS of roughly US$3.85 against year ago figures of US$3.8 billion and US$3.65 respectively. The company has seen quarterly revenue move from US$912.4 million in Q4 2024 to US$1,011.3 million in Q2 2025, while basic EPS shifted from US$0.75 in Q4 2024 to US$1.07 in Q2 2025, giving investors a clear view of how...
NYSE:HXL
NYSE:HXLAerospace & Defense

Hexcel (HXL) Margin Slippage Puts Pressure On Bullish Earnings Growth Narratives

Hexcel (HXL) has wrapped up FY 2025 with fourth quarter revenue of US$491.3 million and basic EPS of US$0.60, backed by net income of US$46.4 million, giving investors a clear read on how the year closed. Over the last few quarters, the company has seen quarterly revenue move between US$456.2 million and US$491.3 million in 2025, while EPS ranged from US$0.17 to US$0.60, providing a relatively consistent earnings run rate into year end. With trailing 12 month net margin at 5.8%, the focus...
NasdaqGM:NUAI
NasdaqGM:NUAIOil and Gas

A Look At New Era Energy & Digital (NUAI) Valuation After Securities Investigation And Short Seller Report

Trending interest in New Era Energy & Digital (NUAI) has picked up after Rosen Law Firm announced a securities investigation tied to a short seller report and a 6.9% one day share price drop. See our latest analysis for New Era Energy & Digital. The recent 6.9% one day share price drop and legal scrutiny come after a sharp run, with a 30 day share price return of 210.97% and a year to date share price return of 114.24%. Over a longer horizon, the 1 year total shareholder return of 150.68%...
NYSE:VIRT
NYSE:VIRTCapital Markets

Virtu Financial (VIRT) Earnings Power Questioned As TTM EPS Surge Challenges Bearish Narratives

Virtu Financial (VIRT) closed out FY 2025 with Q4 revenue of US$783.0 million and basic EPS of US$1.65, alongside trailing twelve month revenue of about US$2.8 billion and EPS of US$5.50 that reflect a 79.9% earnings increase over the past year despite a 15.5% annual decline over five years. The company has seen revenue move from US$2.2 billion and EPS of US$2.98 on a trailing basis at the end of 2024 to US$2.8 billion and EPS of US$5.50 by Q4 2025, while net margin has lifted from 11.7% to...
NasdaqGS:AROW
NasdaqGS:AROWBanks

Arrow Financial (AROW) Net Interest Margin Improvement Challenges Bearish Narratives

Arrow Financial (AROW) closed out FY 2025 with fourth quarter total revenue of US$42.6 million and basic EPS of US$0.86, supported by trailing twelve month revenue of US$158.3 million and EPS of US$2.66. Over the past year, the company has seen total revenue move from US$134.6 million in the 2024 fourth quarter period to US$158.3 million on a trailing basis, while EPS shifted from US$1.77 to US$2.66. This sets the stage for investors to focus on how higher net profit margins and a 3.5%...
NasdaqGS:OZK
NasdaqGS:OZKBanks

Is It Time To Reconsider Bank OZK (OZK) After Recent Share Price Softness?

If you are wondering whether Bank OZK at around US$47.25 is offering good value right now, you are not alone. A closer look at its current pricing can help you decide how it fits into your portfolio thinking. The share price has seen mixed returns, with a 0.7% decline over the last 7 days, a 1.5% gain over the last 30 days, a 0.4% return year to date, a 3.5% decline over the last year, an 8.7% return over 3 years, and a 48.3% return over 5 years. Recent coverage around Bank OZK has focused...
NasdaqCM:FCCO
NasdaqCM:FCCOBanks

First Community (FCCO) Net Interest Margin Strengthens Earnings Narrative In FY 2025 Results

First Community (FCCO) has wrapped up FY 2025 with fourth quarter revenue of US$20.2 million and basic EPS of US$0.63, capping a twelve month run that delivered US$78.0 million in revenue and EPS of US$2.51. Over that span, net income moved from US$13.96 million on a trailing basis in late 2024 to US$19.21 million by the end of 2025, while quarterly EPS stepped up from US$0.55 in Q4 2024 to US$0.63 in Q4 2025. This has left investors focused on how the net interest margin profile and cost to...
NYSE:NSC
NYSE:NSCTransportation

Norfolk Southern (NSC) Margin Improvement Reinforces Bullish Narratives Despite Modest Revenue Outlook

Norfolk Southern (NSC) closed out FY 2025 with Q4 revenue of US$2,974 million and basic EPS of US$2.86, while trailing twelve month revenue stood at US$12.2 billion with basic EPS of US$12.75. Over recent quarters the company has seen revenue move between US$2,974 million and US$3,110 million, with quarterly EPS ranging from US$2.86 to US$3.41 and trailing twelve month EPS tracking between US$10.68 and US$14.82. With net income and margins holding at solid absolute levels, the latest results...
NYSE:CVSA
NYSE:CVSAConsumer Services

Adtalem Global Education (ATGE) Margin Strength In Q2 2026 Reinforces Bullish Valuation Narratives

Adtalem Global Education (ATGE) just released its Q2 2026 numbers, with revenue of US$503.4 million and basic EPS of US$2.13 setting the tone for the quarter. The company has seen revenue move from US$447.7 million in Q2 2025 to US$503.4 million in Q2 2026, and basic EPS shift from US$1.86 to US$2.13 over the same period, while on a trailing twelve month basis revenue sits at about US$1.9b and basic EPS at US$7.01. Taken together, these results highlight a period where earnings power and...
NasdaqGM:BWFG
NasdaqGM:BWFGBanks

Bankwell Financial Group (BWFG) Margin Surge Reinforces Bullish Narratives After FY 2025 Earnings

Bankwell Financial Group (BWFG) has just wrapped up FY 2025 with fourth quarter revenue of US$29.7 million and EPS of about US$1.18, capping a trailing twelve month run that saw revenue reach US$107.3 million and EPS of roughly US$4.54. Over that period, revenue moved from US$64.4 million on a trailing basis in Q4 2024 to US$107.3 million in Q4 2025, while EPS on the same basis went from about US$1.24 to US$4.54. This puts the focus on how those earnings are translating into sustained margins...
NYSE:PH
NYSE:PHMachinery

Parker Hannifin (PH) Margin Improvement To 17.3% Tests High P/E Growth Narrative

Parker-Hannifin (PH) has posted another solid quarter, with Q2 2026 revenue of US$5.2b and basic EPS of US$6.70, anchored by net income of US$845m. The company has seen quarterly revenue move from US$4.7b in Q2 2025 to US$5.2b in Q2 2026, while basic EPS over the same quarters shifted from US$7.37 to US$6.70, giving investors a clear view of how the top line and per share earnings are tracking into the latest print. With net profit margin now reported at 17.3% versus 15.9% last year, the...
NYSE:CBNA
NYSE:CBNABanks

Chain Bridge Bancorp (CBNA) Margin Compression Reinforces Cautious Narratives Despite Solid FY 2025 Earnings

Chain Bridge Bancorp (CBNA) has wrapped up FY 2025 with fourth quarter revenue of US$14.7 million and basic EPS of US$0.81, backed by trailing twelve month revenue of US$55.5 million and EPS of US$3.08. Over the last twelve months, the company has seen revenue move from US$53.1 million to US$55.5 million and net income of US$20.9 million to US$20.2 million, while quarterly EPS ranged between US$0.70 and US$0.85 across 2025. With a trailing net profit margin of 36.5% and a Q4 net interest...
NasdaqGS:ALGM
NasdaqGS:ALGMSemiconductor

Allegro MicroSystems (ALGM) Q3 Profit Of US$8.3 Million Tests Ongoing Loss Narrative

Allegro MicroSystems (ALGM) just posted its Q3 2026 numbers, reporting revenue of US$229.21 million and EPS of US$0.04, with net income of US$8.30 million, as the stock trades around US$37.98. The company has seen quarterly revenue move from US$187.39 million in Q2 2025 to US$177.87 million in Q3 2025, then to US$192.82 million in Q4 2025, US$203.41 million in Q1 2026, US$214.29 million in Q2 2026 and now US$229.21 million in Q3 2026. Over that stretch, EPS ranged from a loss of US$0.18 in Q2...
NasdaqGM:LARK
NasdaqGM:LARKBanks

Net Interest Margin Expansion At Landmark Bancorp (LARK) Reinforces Bullish Profitability Narratives

Landmark Bancorp (LARK) has capped FY 2025 with fourth quarter total revenue of US$18.2 million and basic EPS of US$0.78, alongside trailing twelve month revenue of US$68.3 million and EPS of US$3.09 that reflect a 44.4% earnings uplift over the last year. The company has seen revenue move from US$58.2 million and EPS of US$2.15 on a trailing basis at the end of 2024 to US$68.3 million and EPS of US$3.09 by the end of 2025. The latest net income print of US$4.7 million puts profitability...
NYSE:BBT
NYSE:BBTBanks

Beacon Financial (BBT) Net Interest Margin Expansion Tests Bearish Narratives On Profitability

Beacon Financial (BBT) just closed FY 2025 with fourth quarter revenue of US$217.6 million and basic EPS of US$0.64, alongside trailing twelve month EPS of US$1.03 on revenue of US$511.6 million and a 31.4% earnings increase over the last year. The company has seen revenue move from US$333.6 million to US$511.6 million on a trailing basis while earnings shifted from US$68.7 million to US$90.3 million, with that progress partially shaped by a US$61.7 million one off loss in the period. Taken...
OTCPK:CSBB
OTCPK:CSBBBanks

CSB Bancorp (OTCPK:CSBB) Net Margin Strength Reinforces Bullish Narratives Despite Softer Q4 EPS

CSB Bancorp (CSBB) has just wrapped up FY 2025 with fourth quarter revenue of US$9.5 million and EPS of US$0.71, framing a year where trailing twelve month revenue reached US$44.3 million and EPS came in at US$5.07. Over recent periods, revenue has moved from US$9.1 million in Q4 FY 2024 to US$9.5 million in Q4 FY 2025, while quarterly EPS shifted from US$0.87 to US$0.71, setting the backdrop for trailing net income of US$13.4 million. Taken together with an earnings growth figure of 33.5%...
NYSE:SBSI
NYSE:SBSIBanks

Southside Bancshares (SBSI) Margin Compression Challenges Bullish Growth And Valuation Narratives

Southside Bancshares (SBSI) has wrapped up FY 2025 with fourth quarter revenue of US$62.2 million and basic EPS of US$0.70, alongside trailing twelve month revenue of US$234.0 million and EPS of US$2.30. Over recent periods the company has seen quarterly revenue move from US$64.6 million in Q4 2024 to US$62.2 million in Q4 2025, with basic EPS shifting from US$0.72 to US$0.70, setting a measured backdrop for the latest FY 2025 report and the bank’s 29.6% net profit margin. For investors, the...