U.S. Semiconductors Stock News

NYSE:PRG
NYSE:PRGConsumer Finance

Should B. Riley’s Bullish Fintech Call and Dividend Shift Require Action From PROG Holdings (PRG) Investors?

B. Riley Securities recently initiated research coverage on PROG Holdings with a Buy rating, emphasizing the company’s expanding fintech portfolio and announced acquisition of Purchasing Power, a B2B2C platform slated for early 2026. The broker’s focus on PROG Holdings’ growing Buy Now, Pay Later operations through Four Technologies and the company’s new quarterly dividend highlights a shift toward both fintech-driven expansion and shareholder returns. We’ll now examine how B. Riley’s...
NasdaqGS:AUR
NasdaqGS:AURSoftware

Is Aurora Innovation a Bargain After Recent Volatility and Long Term Cash Flow Projections?

If you are wondering whether Aurora Innovation at around $4 a share is a bargain or a value trap, you are not alone. This piece will walk through what the numbers actually say. The stock has slipped about 4.8% over the last week, but it is still up 9.1% in the last month, even after a tough year to date at minus 31.5% and a 251.3% gain over three years. Those swings have come as investors react to ongoing progress in Aurora's self driving truck program and partnerships with major logistics...
NYSE:ELME
NYSE:ELMEResidential REITs

Elme Communities (ELME): Reassessing Valuation After $1.6 Billion Asset Sale and New DSC Meridian Stake

DSC Meridian Capital’s fresh stake in Elme Communities (ELME) comes shortly after Elme’s roughly $1.6 billion sale of 19 multifamily properties, a move that is sharpening investor focus on underlying asset value. See our latest analysis for Elme Communities. With the portfolio sale reframing Elme as a leaner multifamily REIT, the stock’s roughly 15 percent year to date share price return and near 20 percent one year total shareholder return suggest that momentum is quietly rebuilding as...
NasdaqCM:ARQQ
NasdaqCM:ARQQSoftware

Arqit Quantum (ARQQ): Reassessing an Expensive Valuation After New 2025 Results and 2026 Outlook

Arqit Quantum (ARQQ) just dropped full year 2025 earnings and a fresh 2026 revenue outlook, giving investors a clearer snapshot of how this quantum cybersecurity story is progressing and what management expects next. See our latest analysis for Arqit Quantum. The earnings release comes after a choppy stretch for the stock, with a 1 day share price return of 6.5 percent, a 90 day share price return of negative 42.7 percent, and a 3 year total shareholder return of negative 77.2 percent,...
NYSE:JBL
NYSE:JBLElectronic

Jabil (JBL) Q1: Margin Compression Reinforces Bearish Narrative Despite Solid Revenue Base

Jabil (JBL) opened Q1 2026 with revenue of about $8.3 billion and basic EPS of $1.36, alongside net income of $146 million. This provides a clear snapshot of its latest quarter following a year in which trailing twelve month revenue reached roughly $31.1 billion and EPS came in at $6.50. Over recent quarters the company has seen revenue move from $7.0 billion and EPS of $0.89 in Q1 2025 to $8.3 billion and EPS of $1.36 in Q1 2026. At the same time trailing twelve month net income has shifted...
NYSE:ALIT
NYSE:ALITProfessional Services

Will Alight’s (ALIT) CFO Transition Quietly Reshape Confidence In Its Long-Term Strategy?

Alight has announced that Chief Financial Officer Jeremy J. Heaton resigned earlier this month, effective January 9, 2026, with long-time finance executive Greg Giometti stepping in as interim CFO to manage the handover. The orderly transition and appointment of an internal finance leader with deep planning and reporting experience may reassure investors about continuity in Alight’s financial oversight. Next, we’ll examine how Giometti’s interim appointment in this critical finance role may...
NYSE:VSH
NYSE:VSHElectronic

Is Vishay Intertechnology Attractively Priced After Recent 19.5% Rally And Dividend Outlook?

If you have been wondering whether Vishay Intertechnology is a bargain or a value trap at around $14.84, you are not alone. Investors have been watching this one closely for signs of a turnaround. The stock has slipped 6.3% over the past week, but that comes after a punchy 19.5% gain over the last month, even though it still sits in negative territory year to date and over the past 1, 3 and 5 years. Recent headlines have centered on Vishay's positioning in key semiconductor and passive...
NasdaqCM:PVLA
NasdaqCM:PVLABiotechs

Assessing Palvella Therapeutics After Its 666.8% Surge and Late Stage Pipeline Progress

Wondering if Palvella Therapeutics is still a smart buy after its massive run up, or if the market has already priced in the story, you are not alone. That is exactly what this breakdown will tackle. After an eye catching 666.8% return year to date, the stock has cooled slightly in the last week with a 4.9% pullback but is still up 10.9% over the past month. Recent headlines have focused on Palvella's progress in late stage development for treatments targeting rare dermatologic diseases...
NasdaqGS:SAIL
NasdaqGS:SAILSoftware

Reassessing SailPoint (SAIL) Valuation After a Recent Share Price Rebound

SailPoint (SAIL) shares have quietly climbed about 12% over the past month even as three month performance remains weak, setting up an interesting reset in expectations around its identity security business. See our latest analysis for SailPoint. Zooming out, SailPoint’s 30 day share price return of about 12% contrasts with a still negative year to date share price return. This hints that sentiment is stabilising rather than fully turning bullish just yet. If SailPoint’s recent move has your...
NasdaqGM:FCEL
NasdaqGM:FCELElectrical

FuelCell Energy (FCEL) Narrows Q4 Losses, Testing Bearish Profitability Narratives

FuelCell Energy (FCEL) has put out its FY 2025 numbers with fourth quarter revenue at about $55.0 million and basic EPS of roughly -$0.85, capping off a trailing twelve months that saw revenue of around $158.2 million and basic EPS of about -$7.42. The company has seen quarterly revenue move from roughly $49.3 million in Q4 2024 to $55.0 million in Q4 2025, while net income for these quarters remained negative at about -$42.2 million and -$30.7 million respectively. This underscores that top...
NYSE:WS
NYSE:WSMetals and Mining

Worthington Steel (WS) Q2 2026 Margin Compression Undercuts Bullish Turnaround Narrative

Worthington Steel (WS) just posted Q2 2026 results with revenue of about $871.9 million and EPS of $0.38, while trailing twelve month revenue came in at roughly $3.3 billion with EPS of $2.52, setting a clear snapshot of its recent performance. The company has seen quarterly revenue move from $739 million in Q2 2025 to $871.9 million in Q2 2026 and EPS shift from $0.26 to $0.38 over the same period, giving investors a data rich backdrop against which to evaluate the recent trends in growth...
NYSE:DRI
NYSE:DRIHospitality

Darden Restaurants (DRI) Margin Resilience Supports Bullish Narrative in Q2 2026 Results

Darden Restaurants (DRI) opened Q2 2026 with revenue of about $3.1 billion and basic EPS of $2.05, setting a clear snapshot of where the restaurant group stands heading into the back half of its fiscal year. The company has seen quarterly revenue move from $2.89 billion in Q2 2025 to $3.1 billion in Q2 2026, alongside EPS stepping up from $1.84 to $2.05. Trailing twelve month revenue reached roughly $12.6 billion with EPS of $9.63, giving investors a solid read on how scale and profitability...
NasdaqGS:GLOO
NasdaqGS:GLOOSoftware

Gloo Holdings (GLOO) Revenue Surge Deepens Losses, Testing High-Growth Bullish Narratives

Gloo Holdings (GLOO) just posted its Q3 2026 numbers, with revenue of about $32.6 million, basic EPS of roughly -$4.59, and trailing 12 month revenue sitting near $67.5 million alongside a TTM EPS of about -$7.28. The company has seen quarterly revenue move from roughly $6.1 million in Q3 2025 to $32.6 million in Q3 2026, while quarterly EPS went from around -$1.75 to -$4.59. This sets the stage for a growth heavy story that still comes with meaningfully negative margins for shareholders to...
NYSE:PEG
NYSE:PEGIntegrated Utilities

Is PSEG Fairly Priced After Recent Grid Investment Momentum and Mixed Valuation Signals?

Wondering if Public Service Enterprise Group is quietly trading at a bargain or already priced for perfection? You are not alone, and that is exactly what we are going to unpack here. The stock is sitting around $80.65, up 2.1% over the last week but still down 2.1% over 30 days and 5.2% year to date, while longer term holders are looking at gains of 48.4% over 3 years and 66.9% over 5 years. Recent moves have been shaped by a steady drumbeat of policy, regulatory, and grid investment...
NYSE:REX
NYSE:REXOil and Gas

Do REX American Resources’ (REX) Margin Pressures Undermine the Story Behind Its Rising Sales?

In December 2025, REX American Resources reported third-quarter results showing sales of US$175.63 million and net income of US$23.41 million, with diluted earnings per share from continuing operations at US$0.71, slightly above the prior year. However, for the first nine months of the fiscal year, net income declined to US$39.20 million even as sales edged up to US$492.53 million, highlighting pressure on profitability. With third-quarter earnings per share roughly flat year over year,...
NasdaqCM:NKTR
NasdaqCM:NKTRPharmaceuticals

Assessing Nektar Therapeutics (NKTR) Valuation After a Volatile Year and Recent Share Price Pullback

Market context and recent performance Nektar Therapeutics (NKTR) has quietly turned into a high volatility story stock, with shares up more than 200% over the past year even as the past month has been choppy. See our latest analysis for Nektar Therapeutics. That surge has come with a reality check, as the 30 day share price return of negative 23.22% and recent weekly pullback suggest some speculative heat is cooling even though the 1 year total shareholder return remains exceptionally...
NYSE:KRP
NYSE:KRPOil and Gas

Does Kimbell Royalty Partners (KRP) 2030 Credit Deal Quietly Redefine Its Risk And Growth Profile?

Kimbell Royalty Partners, LP recently completed its Fall 2025 borrowing base redetermination and entered a Second Amended and Restated Credit Agreement, extending its secured revolving credit facility’s maturity to December 16, 2030, reaffirming a US$625 million borrowing base, cutting interest spreads by 35 basis points, and lifting the maximum facility size to US$1.50 billion. The unanimous support from existing lenders, combined with lower borrowing costs and looser covenants, signals...
NYSE:SPIR
NYSE:SPIRProfessional Services

Is Spire Global (SPIR) Quietly Repositioning as a Dual Defense and Energy Data Platform?

In recent days, Spire Global announced it secured a place on the Missile Defense Agency’s SHIELD IDIQ contract with a ceiling of US$151.00 billion and expanded its AI-driven Power Generation Forecasts into the ERCOT power market using its satellite-enhanced weather and RF data capabilities. These moves highlight how Spire is leaning on its fully deployed satellite constellation and AI weather platform to deepen exposure to U.S. defense and renewable energy customers at the same time. We’ll...