U.S. Semiconductors Stock News

NYSE:YEXT
NYSE:YEXTSoftware

Does Recent Price Volatility Create an Opportunity in Yext in 2025?

Wondering if Yext is actually a bargain or just another volatile tech name? You are not alone, and that is exactly what we are going to unpack here. The stock is up a solid 27.8% over the last year despite a -6.3% slip in the past week and a -4.3% dip over the last month, which hints that sentiment is still cautiously optimistic after a tough 5 year stretch of -47.8%. Recently, Yext has stayed in the conversation as investors reassess digital search and AI driven marketing tools, especially...
NasdaqGM:HLMN
NasdaqGM:HLMNMachinery

Did Stifel’s Renewed Optimism on Hillman’s Margins and Valuation Discount Just Shift HLMN’s Investment Narrative?

On December 3, 2025, Stifel reiterated its Buy rating on Hillman Solutions, describing the company as a leading hardware-products distributor with strong gross profit margins and resilience in a flat home improvement market. Analysts also emphasized Hillman’s discounted valuation relative to peers, arguing this gap, combined with its position to benefit from a future home improvement recovery, underpins a more constructive long-term view. We’ll now examine how renewed analyst confidence in...
NYSE:EVTL
NYSE:EVTLAerospace & Defense

Why Vertical Aerospace (EVTL) Is Down 14.9% After Revealing Its Valo eVTOL And New Air-Taxi MoUs

On 10 December 2025, Vertical Aerospace revealed its next-generation Valo eVTOL aircraft and announced MoUs and partnerships with Héli Air Monaco, Skyports Infrastructure and Bristow Group to develop zero-operating-emission air-taxi routes in Europe and the UK. Together, these agreements move Vertical closer to commercial operations by pairing its new aircraft with operators, infrastructure providers and planned high-value routes such as Monaco–Nice and Canary Wharf–Heathrow. With the shares...
NasdaqGS:SAIL
NasdaqGS:SAILSoftware

Can SailPoint’s Recent Share Price Rebound Be Justified By Its Current Valuation?

If you have been wondering whether SailPoint is quietly turning into a value opportunity or just another mid-cap software name treading water, you are in the right place. The stock has edged up 3.9% over the last week and 9.6% over the past month, even though it is still down 4.4% year to date. This mix hints at shifting sentiment and fresh expectations from investors. Recent headlines continue to spotlight SailPoint as a key player in identity security and governance, with attention on how...
NasdaqGS:GEMI
NasdaqGS:GEMICapital Markets

Why Gemini Space Station (GEMI) Is Up 15.5% After CFTC Approval For Prediction Markets

Earlier this week, Gemini Space Station, Inc. announced that its affiliate Gemini Titan, LLC has received long-sought CFTC approval to operate as a Designated Contract Market, allowing it to launch regulated, event-based prediction markets for U.S. customers across areas such as crypto, elections, sports, and geopolitics. This five-year licensing journey marks Gemini’s entry into a tightly regulated prediction market arena previously dominated by a few incumbents, positioning its platform as...
OTCPK:BUKS
OTCPK:BUKSAerospace & Defense

Butler National (BUKS) Q2 EPS Jump Reinforces Bullish Profitability Narratives

Butler National (BUKS) has put up another solid quarter, with Q2 2026 revenue of about $23.3 million and net income of $6.0 million translating to basic EPS of roughly $0.09. This is underpinned by a trailing net profit margin of 19% and earnings growth of 29.2% over the past 12 months. The company has seen revenue move from around $21.4 million and EPS of about $0.05 in Q2 2025 to $23.3 million and $0.09 in Q2 2026, against a backdrop of five year compound earnings growth of 31.6%. This sets...
NYSE:VSTS
NYSE:VSTSCommercial Services

Why Vestis (VSTS) Is Up 8.6% After Posting Wider Losses And Flat 2026 Revenue Guidance

In December 2025, Vestis Corporation reported fourth-quarter sales of US$712.01 million and a quarterly net loss of US$12.55 million, alongside a full-year net loss of US$40.22 million on sales of US$2,734.84 million, reversing the prior year’s profitability. Alongside these widened losses, Vestis guided for fiscal 2026 revenue to be flat to down 2% versus normalized 2025 levels, underscoring management’s cautious outlook on demand and execution. We’ll now examine how Vestis’s wider losses...
NYSE:EVMN
NYSE:EVMNBiotechs

Evommune (EVMN) Q3: Revenue Jump Reinforces Bullish Growth Narrative Despite Ongoing Losses

Q3 2025 Snapshot and Recent Trends Evommune (EVMN) just posted Q3 2025 results with revenue of about $10 million and a basic EPS loss of roughly $8.07, while trailing twelve month figures show total revenue of about $13 million and basic EPS of around minus $40.87. Over recent periods the company has seen revenue move from roughly $5 million on a trailing basis in Q4 2023 to about $7 million in Q4 2024, then to around $13 million by Q3 2025, even as quarterly basic EPS remained negative...
NasdaqGM:LOVE
NasdaqGM:LOVEConsumer Durables

Is Lovesac’s Flat Sales And Wider Loss Reshaping The Investment Case For LOVE?

The Lovesac Company recently reported third-quarter fiscal 2026 results showing largely flat net sales at US$150.17 million alongside a wider net loss of US$10.55 million and higher loss per share than a year earlier. Despite weak profitability and below-consensus guidance for the key holiday quarter and full fiscal 2026, management is still investing in product innovation, domestic manufacturing, and marketing to expand its household reach over the long term. We’ll now examine how Lovesac’s...
NasdaqGS:NTSK
NasdaqGS:NTSKSoftware

Netskope (NTSK) Q3: Deepening $453M Net Loss Tests High-Growth Bullish Narrative

Netskope (NTSK) just posted another heavy investing quarter for Q3 2026, with revenue at about $184 million and basic EPS at roughly -$1.85, while trailing 12 month revenue reached about $661 million and EPS sat near -$4.98. The company has seen quarterly revenue move from about $130 million in Q2 2025 to around $184 million in Q3 2026, as EPS shifted from roughly -$1.17 to -$1.85 over the same stretch. This has left investors firmly focused on when this top line traction will start easing...
NYSE:RH
NYSE:RHSpecialty Retail

RH (RH) Q3 2026: Margin Rebound Reinforces Bullish Earnings Recovery Narrative

RH (RH) has just posted its Q3 2026 numbers, with revenue at $883.8 million and basic EPS of $1.93, giving investors another data point in its ongoing earnings recovery story. The company has seen revenue move from $811.7 million in Q3 2025 to $883.8 million in Q3 2026, while basic EPS has shifted from $1.79 to $1.93 over the same period, alongside a trailing net margin that has stepped up from 2.2% to 3.2%. Taken together, the latest quarter points to a business that is squeezing more profit...
NasdaqGS:JOUT
NasdaqGS:JOUTLeisure

Johnson Outdoors (JOUT) Q4 EPS Loss Undermines Bullish Turnaround Narrative

Johnson Outdoors (JOUT) just closed FY 2025 with fourth quarter revenue of about $135.8 million and basic EPS of roughly -$2.83, alongside a trailing twelve month revenue base of about $592.4 million and basic EPS of around -$3.34. The company has seen quarterly revenue move from about $105.9 million in Q4 2024 to $135.8 million in Q4 2025, while quarterly EPS shifted from roughly -$3.35 to -$2.83 over the same period. This performance sets the stage for a potential earnings turnaround even...
NYSE:L
NYSE:LInsurance

Loews (L): Assessing Valuation After Earnings Growth and Stronger CNA Financial Contribution

Loews (L) has been getting more investor attention lately, and it is not just sentiment. Recent updates show steady revenue and earnings growth, helped by stronger results at majority owned CNA Financial. See our latest analysis for Loews. Those solid fundamentals seem to be filtering through to sentiment, with Loews’ recent governance tweaks and legal clarity arriving alongside a strong year to date. The share price return is up sharply while multi year total shareholder returns remain very...
NasdaqGS:CMTL
NasdaqGS:CMTLCommunications

Comtech (CMTL) Q1 Loss Deepens, Reinforcing Bearish Narratives on Profitability Turnaround

Comtech Telecommunications (CMTL) opened fiscal Q1 2026 with revenue of about $111 million and a basic EPS loss of roughly $0.67, putting margins firmly in the red for the quarter. The company has seen quarterly revenue move around the low $100 million range in recent periods, from about $116 million in Q1 2025 to $130 million in Q4 2025 before landing at $111 million this quarter. Basic EPS has stayed negative throughout, ranging from a steep $5.29 loss a year ago to a $0.39 loss last...
NasdaqCM:CAPR
NasdaqCM:CAPRBiotechs

Assessing Capricor Therapeutics After a 343% Surge and Bullish DCF Valuation Estimate

If you have been wondering whether Capricor Therapeutics is still a smart buy after its big run, you are not alone. This stock has quickly moved from under the radar to front and center on a lot of watchlists. The share price has dipped 3.2% over the last week, but that small pullback sits on top of a 343.3% gain in the last month and a 96.2% return over the past year, with long term holders still up 593.9% over 3 years and 524.0% over 5 years. Behind those moves, investors have been...
NYSE:NGVC
NYSE:NGVCConsumer Retailing

Natural Grocers (NGVC) Earnings: Margin Improvement Challenges Cautious Profitability Narratives

Natural Grocers by Vitamin Cottage (NGVC) has wrapped up FY 2025 with fourth quarter revenue of $336.1 million and basic EPS of $0.51, alongside trailing twelve month revenue of about $1.3 billion and EPS of $2.02. Over the last few quarters the company has seen revenue move from $322.7 million in Q4 2024 to $336.1 million in Q4 2025, while quarterly EPS stepped up from $0.40 to roughly the low $0.50s as net income climbed from $9.0 million to $11.8 million. With net margin rising from 2.7%...
NasdaqGM:FEIM
NasdaqGM:FEIMElectronic

Frequency Electronics (FEIM) Q2 2026: 30% TTM Net Margin Reinforces Bullish Profitability Narrative

Frequency Electronics (FEIM) just posted Q2 2026 results with revenue of about $17.1 million and basic EPS of roughly $0.18, putting fresh numbers on the board for both the top and bottom line. The company has seen quarterly revenue move from around $15.8 million in Q2 2025 to $17.1 million this quarter, while basic EPS has shifted from approximately $0.28 to $0.18 over the same period, against a trailing-12-month net income backdrop of about $21.0 million. Taken together, the latest print...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Broadcom (AVGO) Margin Surge to 36.2% Reinforces Bullish AI Profitability Narrative

Broadcom (AVGO) kicked off FY 2025 with fiscal Q4 revenue of about $18.0 billion and basic EPS of $1.80, capping off a year in which trailing 12 month revenue reached roughly $63.9 billion and EPS climbed to $4.91 as reported earnings jumped 275.4% with net margins advancing to 36.2% from 12% the prior year. The company has seen revenue move from around $51.6 billion on a trailing 12 month basis in late 2024 to $63.9 billion by Q4 2025, while net income over the same window expanded from $6.2...
NasdaqGS:ZVRA
NasdaqGS:ZVRAPharmaceuticals

Does Zevra Therapeutics Near $8 Reflect Its 92% DCF Upside Potential in 2025?

Wondering if Zevra Therapeutics at around $8 a share is a hidden bargain or just another biotech rollercoaster? You are not alone. Let us break down what the current price might really be telling us. The stock is roughly flat over the last year, down 1.8%, but that sits on top of a wild 84.7% gain over three years and a 55.5% drop over five years. This pattern hints at shifting market confidence rather than a simple growth story. Recent attention has centered on Zevra's progress with its...
NYSE:CIEN
NYSE:CIENCommunications

Ciena (CIEN) Margin Drag Persists in Q4 FY2025, Testing AI‑Driven Bullish Narratives

Ciena (CIEN) just wrapped up FY 2025 with fourth quarter revenue of about $1.4 billion and basic EPS of $0.14, alongside trailing twelve month revenue of roughly $4.8 billion and EPS of $0.87. The company has seen revenue move from $1.1 billion and EPS of $0.26 in Q4 2024 to the latest $1.4 billion and $0.14. On a trailing basis, revenue has stepped up from about $4.0 billion and EPS of $0.58 to $4.8 billion and $0.87, setting the stage for investors to weigh modest net margins against the...
NasdaqCM:FWDI
NasdaqCM:FWDIElectronic

Forward Industries (FWDI) Q4 EPS Collapse Deepens Loss Narratives Despite Higher Revenue

Forward Industries (FWDI) has just posted a tough FY 2025 finish, with fourth quarter revenue of about $7.9 million and basic EPS of roughly -$6.88, underscoring how challenged profitability remains. The company has seen quarterly revenue move from around $4.7 million in Q4 2024 to $7.9 million in Q4 2025, while basic EPS shifted from about -$0.65 to -$6.88 over the same stretch, highlighting how the top line has not yet translated into healthier margins. See our full analysis for Forward...