U.S. Semiconductors Stock News

NYSE:ORCL
NYSE:ORCLSoftware

Oracle (ORCL) Margin Expansion Reinforces Bullish AI Infrastructure Narrative After Q2 2026 Earnings

Oracle (ORCL) has just posted a hefty Q2 2026 print, with revenue at about $16.1 billion, basic EPS of $2.14 and net income (excluding extra items) of roughly $6.1 billion setting the tone for this earnings season. The company has seen revenue climb from about $14.1 billion in Q2 2025 to $16.1 billion in Q2 2026, while EPS moved from $1.13 to $2.14 over the same period. This puts solid historical context around the latest numbers and sets up a story where expanding profit margins take center...
NYSE:PL
NYSE:PLProfessional Services

Planet Labs (PL) Q3 2026 EPS Worsening Challenges Bullish Profitability Narratives

Planet Labs PBC (PL) just posted another quarterly update with Q3 2026 revenue of about $81.3 million, basic EPS of roughly -$0.19, and trailing-12-month revenue sitting near $282.5 million alongside TTM EPS of around -$0.43. This keeps the profitability story clearly in the red even as the top line builds. The company has seen revenue move from about $61.3 million in Q3 2025 to $81.3 million in Q3 2026, while quarterly EPS has slid from roughly -$0.07 to -$0.19 over the same stretch,...
NYSE:ALLE
NYSE:ALLEBuilding

Is Allegion Share Price Still Attractive After 28% 2025 Rally and IoT Expansion?

If you are wondering whether Allegion at around $164 a share is still a smart buy or if the easy gains are behind it, this breakdown will help you decide whether the current price makes sense. The stock is up 2.4% over the last week and 28.1% year to date, even after a modest 1.7% dip over the past month. This suggests that the market still sees solid long term potential in the story. Recent headlines have focused on Allegion expanding its presence in electronic and IoT enabled security...
NasdaqGS:ASYS
NasdaqGS:ASYSSemiconductor

Amtech Systems (ASYS) Q4 Profit of $0.07 EPS Tests Bearish Margin Narratives

Amtech Systems (ASYS) has just posted its FY 2025 fourth quarter numbers, with revenue of about $19.8 million and EPS of roughly $0.07 setting the tone for the latest print. Over the past six quarters, the company has seen quarterly revenue move from about $24.1 million in Q4 2024 to a peak of $26.7 million in Q3 2024 before landing at $19.8 million in Q4 2025. Over the same period, EPS has swung from a loss of roughly $0.04 in Q4 2024 to a deep trough of about negative $2.23 in Q2 2025 and...
NasdaqCM:RCT
NasdaqCM:RCTRetail Distributors

RedCloud Holdings (RCT) Revenue Surge Tests Bullish Growth Narrative Despite Deepening Losses

RedCloud Holdings (NasdaqCM:RCT) just posted its H1 2025 scorecard, with trailing twelve month revenue of about $48.4 million and a basic EPS of roughly -$1.76. This sets a clear backdrop of rapid top line expansion paired with ongoing losses. The company has seen revenue move from $13.6 million in H2 2023 to $16.1 million in H1 2024 and then $30.4 million in H2 2024. Over those same halves, EPS shifted from about -$4.20 to -$0.51 and then a much steeper -$17.85. That combination of fast...
NYSE:MTN
NYSE:MTNHospitality

Vail Resorts (MTN) Q1 2026: Wider EPS Loss Tests Bullish Margin‑Improvement Narrative

Vail Resorts (MTN) opened fiscal Q1 2026 with revenue of about $271 million, a basic EPS loss of roughly $5.20, and net income excluding extra items of around negative $187 million, setting a cautious tone for the new season. The company has seen quarterly revenue move from about $260 million in Q1 2025 to roughly $271 million in Q1 2026, while basic EPS shifted from a loss of about $4.62 to a loss of roughly $5.20 over the same period, giving investors a mixed read on top line stability...
NasdaqGS:SKYW
NasdaqGS:SKYWAirlines

Does SkyWest Still Offer Value After Its 495% Three Year Surge?

If you have been wondering whether SkyWest at around $107 a share is still good value after its big comeback, you are not alone. This article is designed to walk you through that question step by step. The stock has climbed 5.2% over the last week, 10.6% over the past month, and 495.2% over three years, which naturally raises the question of how much upside, or downside, might be left from here. Recently, investors have been focused on SkyWest’s progress in rebuilding regional capacity and...
NYSE:MANU
NYSE:MANUEntertainment

Manchester United (NYSE:MANU) Q1 Loss Deepens, Testing Turnaround Profitability Narrative

Manchester United (NYSE:MANU) opened Q1 2026 with revenue of about £140.3 million and a basic EPS of roughly -£0.04, alongside net income of around -£6.6 million, keeping the club in loss-making territory even as it reports another busy quarter of activity. The club has seen quarterly revenue move between roughly £143.1 million and £198.7 million over the past year while EPS has swung from £0.01 to as low as about -£0.16, which sets up a narrative where a growing top line and negative EPS...
NasdaqGS:SNPS
NasdaqGS:SNPSSoftware

Synopsys (SNPS) Margin Compression to 18.1% Tests Bullish High-Growth Valuation Narrative

Synopsys (SNPS) just wrapped up FY 2025 with fourth quarter revenue of about $2.3 billion and basic EPS of $2.42, capping a year in which trailing 12 month revenue reached roughly $7.1 billion and EPS came in at $8.15. The company has seen quarterly revenue move from about $1.6 billion in the fourth quarter of FY 2024 to $2.3 billion in the latest quarter, while basic EPS shifted from $1.81 to $2.42 over the same period. This sets up a story in which investors will be weighing headline growth...
NYSE:XZO
NYSE:XZOInsurance

Exzeo Group (XZO) Q3: Net Margin Surges to 33.8%, Testing Overvaluation Concerns

Exzeo Group (XZO) just posted Q3 2025 results with revenue of about $56.3 million, basic EPS of $0.25 and net income of roughly $21.2 million, marking another solid quarterly print. The company has seen revenue climb from $29.3 million in Q3 2024 to $56.3 million in Q3 2025, while basic EPS moved from $0.06 to $0.25 over the same period. This sets up a story of scaling profits and expanding margins that investors will be keen to track. See our full analysis for Exzeo Group. With the latest...
NYSE:OXM
NYSE:OXMLuxury

Oxford Industries (OXM) Q3 Loss Deepens, Dividend Sustainability Worries Reinforce Bearish Narratives

Oxford Industries (OXM) just turned in a messy Q3 2026, with revenue of about $307 million and a basic EPS of roughly -$4.28, while trailing twelve month figures show revenue of about $1.5 billion and basic EPS hovering around -$0.19 as the business works through a choppy earnings patch. The company has seen quarterly revenue move from roughly $308 million in Q3 2025 to $307 million in Q3 2026, alongside a swing in basic EPS from about -$0.25 to -$4.28, leaving investors focused on how much...
NYSE:BORR
NYSE:BORREnergy Services

Can Borr Drilling’s 34% Monthly Surge Still Offer Value for Investors?

If you are wondering whether Borr Drilling still offers value after its recent run, or if the easy money has already been made, you are in the right place. The stock has climbed about 13.7% over the last week and 34.3% in the past month, while still sitting on a 122.1% gain over five years. This naturally raises questions about the balance between potential upside and risk from here. Recent moves have been driven by improving sentiment around offshore drilling and tightening jack up rig...
NYSE:NVST
NYSE:NVSTMedical Equipment

Is Barclays’ New Overweight on Envista (NVST) Reframing the Company’s Long-Term Competitive Narrative?

Recently, Barclays began covering Envista Holdings, assigning the dental products maker an “Overweight” rating that reflects the bank’s favorable view of the company’s prospects. This new attention from a major financial institution brings Envista more firmly onto institutional investors’ radar, potentially increasing liquidity and broadening its shareholder base. Now we’ll examine how Barclays’ positive initiation of coverage fits with Envista’s existing investment narrative and what it...
NasdaqGS:SGRY
NasdaqGS:SGRYHealthcare

Is Surgery Partners Mispriced After 42.3% Five Year Slide and Outpatient Expansion?

If you are wondering whether Surgery Partners is a quietly mispriced opportunity or a value trap in the making, you are not alone. That is exactly what we are going to unpack here. The stock is down 4.9% over the last week and 22.4% year to date, but a 5.0% gain over the past month hints that sentiment may be starting to shift after a long 5 year slide of 42.3%. Recent headlines have focused on Surgery Partners expanding its network of ambulatory surgery centers and deepening relationships...
NYSE:CIVI
NYSE:CIVIOil and Gas

Is Civitas Resources a 2025 Bargain After a 36% Slide and Strong Cash Flow Outlook?

Wondering whether Civitas Resources is a value play or a value trap at today’s price? You are not alone. This stock has quietly shifted from market favorite to contrarian idea. The share price has bounced about 10.5% over the last month but is still down roughly 36.4% year to date and 33.8% over the last year, a mix that often signals either a looming problem or a mispriced opportunity. Recent headlines around Civitas have focused on its portfolio positioning and capital discipline in a...
NasdaqGS:MGPI
NasdaqGS:MGPIBeverage

MGP Ingredients (MGPI): Reassessing Valuation After Chairman’s Share Sale and Ongoing Margin Pressures

After the Chairman of the Board moved to sell a sizable block of shares, MGP Ingredients (MGPI) quickly drew fresh scrutiny as investors weighed this signal against already weakening sales and margin pressure. See our latest analysis for MGP Ingredients. The share sale comes after a rough stretch, with the share price down sharply on a year to date basis and multi year total shareholder returns deeply negative. However, this week’s double digit 7 day share price return hints at traders...
NYSE:PHR
NYSE:PHRHealthcare Services

Phreesia (PHR) Turns Q2 Profit, Testing Long‑Running Bearish Profitability Narrative

Phreesia (PHR) just posted its latest quarterly scorecard with Q2 2026 revenue of about $117 million and basic EPS of $0.01, setting a clearer snapshot of where the business stands on its path toward profitability. The company has seen revenue move from roughly $102 million in Q2 2025 to $117 million in Q2 2026, while quarterly EPS has shifted from a loss of about $0.31 to a modest profit, giving investors fresh data on how quickly margins might be stabilizing from here. See our full analysis...
NYSE:CRGY
NYSE:CRGYOil and Gas

Does Crescent Energy’s Recent Rebound Signal a Mispriced Opportunity in 2025?

If you are wondering whether Crescent Energy is a quietly mispriced energy play or a value trap in the making, you are not alone. This breakdown aims to cut through the noise. Despite trading around $9.76, the stock has climbed 0.6% over the last week and 8.9% over the past month, even though it is still down 34.4% year to date and 30.5% over the last year. Much of this recent bounce has come as investors rotate back into select energy names and reassess companies with scale, cash flow and...
NasdaqGS:HSII
NasdaqGS:HSIIProfessional Services

Heidrick & Struggles Valuation After 2025 Share Price Surge and Pending Cash Buyout Deal

If you are wondering whether Heidrick & Struggles International is still a smart buy after such a strong run, you are not alone. This is exactly what we are going to unpack here. The stock has climbed 33.9% year to date and is up 30.4% over the last year, while longer term holders have seen gains of 108.8% over 3 years and 122.8% over 5 years, all from a recent close of $59.01. Those gains have come as investors have warmed to the company’s positioning in higher value advisory and leadership...
NYSE:QXO
NYSE:QXOTrade Distributors

Three Stocks That May Be Priced Below Their Estimated Worth In December 2025

As the U.S. market navigates a complex landscape with the Dow Jones Industrial Average reaching new heights and tech-heavy indices like the Nasdaq and S&P 500 experiencing pullbacks, investors are closely watching for opportunities amid fluctuating interest rates and economic data. In this environment, identifying stocks that may be undervalued requires careful consideration of their intrinsic worth relative to current market conditions, offering potential value in a diverse portfolio.
NasdaqGS:TMCI
NasdaqGS:TMCIMedical Equipment

Talkspace Leads These 3 Promising Penny Stocks

The U.S. stock market has been experiencing mixed movements, with the Dow Jones Industrial Average recently setting a new all-time high while the Nasdaq and S&P 500 have pulled back due to concerns over tech stocks. Despite these fluctuations, certain investment opportunities continue to capture attention, particularly in areas that offer affordability and potential growth. Penny stocks, though an outdated term, still represent smaller or newer companies that can provide significant value...
NYSE:LOAR
NYSE:LOARAerospace & Defense

Loar’s Expanded Undrawn Credit Capacity Might Change The Case For Investing In Loar Holdings (LOAR)

On November 25, 2025, Loar Holdings Inc. amended its Credit Agreement, increasing its delayed draw term loan commitment by US$175.0 million to US$275.0 million and extending the availability period through September 30, 2026, leaving the full US$275.0 million still undrawn as of that date. This expanded and extended loan capacity, together with fresh analyst coverage positioning Loar as a high-quality aerospace aftermarket M&A compounder, enhances the company’s financial flexibility to...
NasdaqGS:BLLN
NasdaqGS:BLLNHealthcare

BillionToOne (BLLN) Revenue Surge Tests Bullish Growth Narrative Despite Ongoing EPS Losses

BillionToOne (BLLN) has just put another big quarter on the board, with Q3 2025 revenue at about $62.8 million and Basic EPS of roughly -$0.20, as investors gauge how fast the top line can outrun still negative earnings. The company has seen revenue move from roughly $34.5 million in early 2024 to about $41.7 million later that year and then to $62.8 million in 2025, while Basic EPS shifted from about -$0.76 to -$1.30 and then to -$0.20 over the same stretch, setting up a story where rapid...