U.S. Semiconductors Stock News

Moody’s (MCO) reported net profit margins of 29.9%, up from 29% a year ago, and delivered earnings growth of 12% for the year. Forecasts call for annual earnings growth of 11.2% and revenue growth of 7%, both trailing the broader US market’s expected rates. Investors are weighing these high-quality profits and steady growth against a premium valuation, with shares trading at $479.3, which is well above the estimated fair value. See our full analysis for Moody's. Next, we’ll see how these...

Alcoa (AA) has returned to profitability over the past five years, delivering average annual earnings growth of 5.5%. However, a one-off $1.1 billion loss in the 12 months to September 30, 2025, weighed on recent results. Despite an improved net profit margin and a low Price-To-Earnings Ratio of 9.1x compared to industry and peers, the forecast for declining earnings along with muted 0.6% annual revenue growth has left the stock trading at $40.14, well below its estimated fair value of...

Southern Missouri Bancorp (SMBC) reported a net profit margin of 33.1%, a notable rise from last year's 31.1%. Annual EPS growth reached 16.8%, outpacing its 5-year average growth rate of 7% per year. Over the past five years, SMBC’s earnings have continued to climb at a compounded rate of 7% annually, while its Price-To-Earnings Ratio of 10.1x is lower than both the peer average of 17.2x and the US Banks industry average of 11.3x. With a share price of $52, SMBC currently trades below its...

Ategrity Specialty Insurance Company Holdings (ASIC) posted a net profit margin of 17.3%, well above last year’s 11.9%, with high-quality earnings underpinning the results. With revenue forecast to grow at an impressive 32.4% per year and earnings projected to rise 27.9% annually, ASIC is outpacing the US market, while the shares, trading at $18.77, remain below the analyst’s $38 fair value estimate. Investor sentiment is likely to be focused on the company's strong growth prospects and the...

Century Communities (CCS) posted a net profit margin of 5.2%, retreating from last year’s 7.4% and capping off a $65.08 share price that sits well above analyst targets. Over the past five years, EPS has slipped by an average of 5% annually, and future guidance points to further 22.1% EPS declines per year through the next three years, even as revenue is expected to grow just 1.9% annually, trailing the US market’s 10% pace. With margins under pressure and negative profit growth, the main...

Tractor Supply (TSCO) reported a net profit margin of 7.2%, down from last year’s 7.7%, as earnings declined and broke with the company’s typical five-year average profit growth of 7% per year. While revenue is forecast to grow at 6.8% annually and annual earnings growth is projected at 8.9%, both metrics lag behind the broader US market’s expectations of 10% revenue growth and 15.5% earnings growth. Trading at $56.35, TSCO remains above its estimated fair value of $40.39, with a...

Garrett Motion (GTX) reported a net profit margin of 8.7%, up from 6.4% last year, with EPS growth of 25.9% over the past year. This outpaces its five-year average increase of 18% per year. Shares are trading at $14.93, which is notably below the company’s estimated fair value of $29.90. Its price-to-earnings ratio of 10x is below both industry and peer averages. These results, combined with steady margin expansion and high-quality earnings, signal a positive shift for investors, even as...

Graco (GGG) turned in consistent earnings, posting 2.2% EPS growth for the latest year with a five-year average of 6.7% growth per year. Net profit margins are steady at 22.7%, just a touch under last year's 22.9%. The share price at $81.67 sits above an estimated fair value of $74.52, while the company’s price-to-earnings multiple of 27.2x is right in line with peers and ahead of the industry’s 24.5x average. Investors can look to ongoing revenue and profit growth, with forecasts calling for...

Robert Half (RHI) reported net profit margins of 2.8%, which is a decline from last year’s 4.8%, and earnings have fallen by 12.8% per year over the past five years. The company’s net profit margin slipped further this year, continuing a negative earnings trend. However, forward-looking projections now call for annual EPS growth of 25.1% in the next few years. With the possibility of stronger profits ahead, investors have reasons to watch the stock closely as sentiment could shift if the...

Bankwell Financial Group (BWFG) posted a net profit margin of 25.2%, down from 27.7% last year, signaling a dip in year-over-year profitability. Despite growing earnings at an average annual rate of 5.7% over the past five years, the most recent year saw negative earnings growth, missing the company’s longer-term trend. With high-quality past earnings, a premium valuation compared to industry peers, and a market price of $43.88 well below the estimated fair value of $98.47 per share,...

Expro Group Holdings (XPRO) has turned the corner on profitability, reporting average annual earnings growth of 74.8% over the last five years and now expecting earnings to grow at a 12.1% annual rate. Revenue is forecast to increase by 2.1% per year moving forward, trailing the broader US market’s projected growth. While a one-off $34.4 million loss in the most recent 12-month period to September 30, 2025, influenced reported earnings quality, margins are showing clear improvement as the...

Cass Information Systems (CASS) posted a net profit margin of 9.8% for the latest period, down from 13% in the previous year. The company’s revenue is projected to grow at 5.7% annually, which trails the broader US market growth rate of 10%. Over the last five years, earnings have declined at an average pace of 2.9% per year, and the current price-to-earnings ratio stands at 24.2x, exceeding both its peer average and industry benchmarks. The story for investors centers on slower growth and...

Parke Bancorp (PKBK) posted a 42.1% year-over-year surge in earnings, easily outpacing its five-year average annual decline of 4.9%. Net profit margins widened to 46.3% from last year’s 33.7%, highlighting better profitability, while the company now trades at an 8.3x Price-to-Earnings ratio, which is below both peers and the broader US banks industry. With improved profit growth, a higher margin, and valuation multiples below industry benchmarks, investors may see fresh reasons for optimism,...

NVE Corporation (NVEC) posted a net profit margin of 55.8%, down from 58.9% in the previous period, reflecting some margin pressure. While the company averaged 5% annual earnings growth over the past five years, the most recent year saw earnings retreat into negative territory, marking a notable break from its established trend. The shares trade at a Price-To-Earnings Ratio of 25.2x, undercutting both the peer average of 58.1x and the broader US semiconductor sector's 36.1x. However, the...

PG&E (PCG) reported modest revenue growth of 3.1% per year and an annual earnings growth rate of 9.73%, both of which trail the broader US market averages. Net profit margins came in at 9.6%, down from 10.2% last year, as a significant one-off loss of $609.0 million weighed on results. Despite these mixed figures, investors may focus on PG&E’s lower price-to-earnings ratios compared to peers and the potential for positive sentiment if growth trends continue. At the same time, concerns remain...

In October 2025, American Resources Corporation completed two significant private placements, raising approximately US$40 million and an additional US$33 million from institutional investors to support its rare earth element extraction and processing activities. The company’s portfolio firm, ReElement Technologies, is expanding production and recently signed a rare earth offtake agreement with POSCO International America Corp, signaling heightened momentum in American Resources’ rare earth...

Sonic Automotive (SAH) reported net profit margins of 1.1%, down from 1.4% last year, with the last twelve months adversely affected by a one-off $121 million loss as of September 30th, 2025. Over the past five years, the company has delivered modest profitability, with earnings growing at an annual 0.7% rate. Looking forward, management expects an 18.6% annualized increase in earnings, which would outpace the anticipated 15.5% growth rate for the broader US market, but does not quite reach...

Colony Bankcorp (CBAN) posted net profit margins of 22.7%, up from 20.2% last year, showcasing a tangible improvement in profitability. Earnings jumped 26.4% over the past year, outpacing the company’s five-year annual average of 13.4%. Future projections call for earnings and revenue to grow at 26.1% and 26.9% per year, respectively, both well ahead of US market averages. With no major risks identified, attractive valuation metrics, and a history of consistent profit growth, investors will...

Lennox International (LII) posted 11.6% earnings growth for the most recent year, a step down from its five-year compound rate of 16.2%. Profit margins climbed to 15.7% from last year’s 14.6%, while management characterizes the company’s earnings quality as high. Despite a robust track record, guidance points to slower growth ahead. Earnings and revenue are projected to rise by 5.7% and 5.1% annually, respectively, trailing the US market’s expected pace. See our full analysis for Lennox...

First Bancorp (FNLC) delivered a net profit margin of 35.1%, showing a lift from last year’s 34.2%, and reported annual earnings growth of 13.8%. This comes despite a longer-term trend of a 2.7% decline each year over the past five years. Trading at a Price-To-Earnings ratio of 9.4x, well below the US Banks industry average of 11.3x and the peer group’s 12.8x, FNLC also stands out for offering good value and an attractive dividend, even as investors weigh concerns about ongoing growth...

Simply Good Foods (SMPL) reported annual revenue growth of 4.3%, trailing the broader US market’s 10% pace, while earnings expanded at a robust 26.6% per year over the past five years. However, recent net profit margins dropped to 10%, down from 11.4% a year earlier. This highlights a period of margin compression, despite the company’s strong historical growth track record. See our full analysis for Simply Good Foods. Now, it’s time to see how these headline results measure up against the...

Getty Realty (GTY) reported a net profit margin of 33.5%, up from 31.7% a year earlier, signaling improved profitability. EPS climbed 14.5% year over year, comfortably outpacing the company’s five-year average annual decline of 0.7%. With earnings expected to rise at 12% per year and shares priced well below estimated fair value, investors are sizing up Getty’s robust margin trends and strong quality of earnings, even as forecasts point to slower growth than the broader US market and some...

Ribbon Communications (RBBN) remains unprofitable, with losses widening by an average of 2% annually over the last five years. Analysts project the company will continue to operate at a loss for at least the next three years, with revenue expected to grow at 4.2% per year, notably below the broader US market's 10% rate. Despite this, Ribbon is currently trading at a Price-To-Sales Ratio of 0.7x, below both its industry and peer averages, and sits under the estimated fair value at $3.45 per...

AT&T (T) posted a net profit margin of 17.8%, a sharp jump from 7.3% last year, while earnings per share have grown at an impressive 14.3% per year over the last five years. In the most recent period, earnings soared by 150.5% year over year. The stock is trading at a price-to-earnings ratio of just 7.9x, which is well below both peer and industry averages. Investors are taking note of the attractive valuation. The combination of improved profitability and discounted multiples is likely...