U.S. Semiconductors Stock News

When you see that almost half of the companies in the Food industry in the United States have price-to-sales ratios (or...

Oceaneering International, Inc. ( NYSE:OII ) shareholders have had their patience rewarded with a 28% share price jump...

Key Insights Institutions' substantial holdings in Stoneridge implies that they have significant influence over the...

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...

While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

Iridian Asset Management has significantly increased its stake in Hilton Grand Vacations (NYSE:HGV), making the position a high conviction holding. Company management has reaffirmed full year guidance despite operational challenges. Leadership continues to highlight expectations for cash generation while addressing recent headwinds. Hilton Grand Vacations, trading as NYSE:HGV, operates in the vacation ownership and timeshare space, a segment closely tied to leisure travel and consumer...

Camden National (CAC) closed out FY 2025 with Q4 revenue of US$65.1 million and basic EPS of US$1.34, alongside Q4 net income of US$22.6 million. This capped a year in which trailing twelve month revenue reached US$233.5 million and EPS came in at US$3.86. The company has seen revenue move from US$177.4 million and EPS of US$3.63 on a trailing basis at the end of 2024 to US$233.5 million and EPS of US$3.86 by Q4 2025. The latest numbers sit against a backdrop of net margins that are a little...

Simmons First National (NasdaqGS:SFNC) reported on its latest quarter, with management highlighting strong operational momentum and robust loan production. The bank pointed to improved net interest margins and stated that legacy credit issues are largely resolved. Management outlined plans for prudent, risk adjusted loan growth while acknowledging ongoing pressures facing the banking sector. Simmons First National, trading at about $20.21, comes into this earnings update with a mixed return...

If you are wondering whether MSC Industrial Direct is offering good value at its current share price, you are not alone. This article is built to help you frame that question clearly. The stock last closed at US$83.59, with returns of a 2.3% decline over 7 days, a 4.4% decline over 30 days, a 2.6% decline year to date, and gains of 5.7% over 1 year, 13.5% over 3 years, and 25.0% over 5 years. Recent attention on MSC Industrial Direct has centered on broad industrial distribution trends and...

Enterprise Financial Services (EFSC) has wrapped up FY 2025 with fourth quarter revenue of US$184.35 million and basic EPS of US$1.46, alongside net income excluding extra items of US$53.86 million, setting a clear earnings-season marker for investors. Over the past few periods, the company has seen quarterly revenue move from US$154.15 million in Q4 2024 to US$184.35 million in Q4 2025, while basic EPS shifted from US$1.29 to US$1.46, with trailing twelve month EPS at US$5.34 on revenue of...

If you are wondering whether Pediatrix Medical Group is attractively priced after its recent run, this article will walk through what the current share price might be implying about its value. The stock last closed at US$20.53, with returns of 42.0% over 1 year and 33.7% over 3 years. However, the last 7 days, 30 days and year to date show declines of 5.5%, 6.1% and 3.6% respectively. Recent share price moves have put more attention on how the business is being valued. This is why many...

In its fourth-quarter 2025 investor letter, Meridian Growth Fund reported that Certara, Inc. underperformed after service bookings came in weaker than expected, prompting management to slightly lower guidance. The fund also pointed to Certara’s ongoing transformation under a new CEO, including a more commercially focused approach and potential sale of a non-core business, even as its biosimulation tools supported a majority of recent FDA drug approvals. Next, we’ll examine how softer...

Alexandria Real Estate Equities (ARE) just closed out FY 2025 with Q4 revenue of US$754.1 million, basic EPS of a US$6.35 loss per share and funds from operations of US$329.0 million, giving investors a clear snapshot of top line scale and REIT specific cash generation. Over the past six quarters, revenue has moved in a tight band between US$791.7 million and US$752.1 million, while basic EPS has ranged from US$0.96 per share to a US$8.44 loss on a trailing twelve month basis. This...

Clear Channel Outdoor announced it has secured a multi-year exclusive media contract with CapMetro to modernize and expand advertising across more than 400 buses and 10 rail stations in the fast-growing Austin area, reaching over two million monthly riders. This deal meaningfully extends Clear Channel’s existing Austin-Bergstrom International Airport footprint into citywide transit, creating a single out-of-home platform that follows consumers from arrival through their daily commutes,...

If you are wondering whether Insulet's current share price lines up with its underlying business, you are not alone. This piece aims to unpack that question. Insulet's stock last closed at US$264.91, with returns of a 7% decline over the past week, 7.8% decline over the past month and 6.4% decline year to date, alongside a 4.4% decline over 1 year, 8.8% decline over 3 years and 3.5% decline over 5 years. Recent market attention on Insulet has been shaped by ongoing discussion around insulin...

First Farmers and Merchants (FFMH) has just posted its FY 2025 numbers, with fourth quarter revenue of US$17.7 million and EPS of US$1.18, while trailing twelve month revenue landed at US$67.2 million and EPS at US$4.65. Over recent periods, revenue has moved from US$15.8 million in Q1 2025 to US$17.0 million in Q3 and US$17.7 million in Q4, with quarterly EPS ranging between US$1.11 and US$1.21 across the year. This provides a clear view of how consistent earnings power and margins are for...

RTX (RTX) closed out FY 2025 with fourth quarter revenue of US$24.2b and basic EPS of US$1.21, supported by net income of US$1,622m, while trailing twelve month revenue reached US$88.6b with basic EPS of US$5.02. Over recent quarters, revenue has moved from US$21.6b in Q4 2024 to US$24.2b in Q4 2025, with quarterly basic EPS ranging from US$1.10 in Q3 2024 to US$1.43 in Q3 2025. This gives investors a clear view of how the earnings line has tracked alongside top line expansion. With trailing...

Zebra Technologies (NasdaqGS:ZBRA) and Sentinel have partnered on AI powered inspection solutions for automotive manufacturers. The collaboration combines Zebra's 3D Profile Sensor hardware with Sentinel's AI software to inspect components on production lines. Automotive plants using the joint solution report lower defect rates and shorter production times. Zebra Technologies, known for its data capture and automation equipment, is extending its reach further into AI driven manufacturing...

SM Energy shareholders have approved an all stock merger with Civitas Resources. The deal clears the way for a combined company with a new leadership team and an expanded board. Elizabeth A. McDonald is set to become CEO, and Blake D. McKenna is expected to take the COO role after closing. SM Energy (NYSE: SM) enters this merger at a share price of $19.28, with a mixed recent track record. The stock is up 5.8% over the past week and 4.2% over the past month, while 1-year and 3-year returns...

Melco Resorts & Entertainment (NasdaqGS:MLCO) is exploring a potential sale of its City of Dreams Manila integrated resort. The company is assessing options that could generate significant proceeds and materially reduce its debt. The review focuses on how a sale might reshape Melco's balance sheet and future focus within its resort portfolio. Melco Resorts & Entertainment, listed on NasdaqGS:MLCO, operates integrated resorts with a focus on premium mass and VIP gaming, hospitality, and...

Earlier this week, NVIDIA and CoreWeave announced an expanded collaboration under which NVIDIA invested US$2.00 billion at US$87.20 per share to help CoreWeave build more than 5 gigawatts of AI “factories” by 2030 using NVIDIA’s accelerated computing platforms. A distinctive aspect of the deal is NVIDIA’s plan to test and validate CoreWeave’s AI-native software and potentially fold it into NVIDIA reference architectures, deepening CoreWeave’s integration into the broader AI infrastructure...

Seaport Global’s decision to upgrade Stepan (SCL) from Neutral to Buy puts fresh attention on this specialty chemicals company, as ratings changes can quickly shift how investors view risk and opportunity. See our latest analysis for Stepan. Stepan’s recent 7 day share price return of 9.86% and 30 day gain of 19.27% suggest momentum has picked up ahead of Seaport’s rating change. However, the 1 year total shareholder return decline of 10.15% and 5 year total shareholder return decline of...

Capital Bancorp (CBNK) just posted full year 2025 numbers with Q4 revenue of US$58.8 million and basic EPS of US$0.91, alongside trailing twelve month revenue of US$230.0 million and EPS of US$3.45. Over the past year, revenue has moved from US$170.7 million on a trailing basis to US$230.0 million, while trailing EPS has shifted from US$2.12 to US$3.45, giving investors a clear view of how the income statement has evolved into the latest print. With net profit margins now sitting at 24.9%...