U.S. Semiconductors Stock News

NYSE:HNGE
NYSE:HNGEHealthcare

Is It Too Late to Consider Hinge Health After Its Strong 2025 Share Price Rally?

If you are wondering whether Hinge Health is still worth buying at today’s price, you are not alone. The stock has quickly moved onto many investors’ watchlists and is begging for a closer look at its underlying value. After rallying about 7.5% over the last week and 11.7% over the past month, Hinge Health is now up roughly 31.7% year to date. This is the kind of move that often forces investors to ask whether the market is getting ahead of itself or finally catching up. Recent headlines...
NasdaqGS:SAIL
NasdaqGS:SAILSoftware

SailPoint (SAIL) Q3 2026: Revenue Growth to $282M Tests Profitability Concerns

SailPoint (SAIL) just posted its Q3 2026 numbers, logging revenue of about $282 million with basic EPS of roughly -$0.06, while trailing twelve month figures show revenue of about $1.0 billion and basic EPS of around -$3.59. The company has seen revenue move from about $700 million on a trailing basis in late 2024 to just over $1.0 billion by Q3 2026. Over the same stretch, EPS stayed negative, keeping profitability firmly in focus for investors trying to gauge whether that top line scale can...
NYSE:KFY
NYSE:KFYProfessional Services

Korn Ferry (KFY) EPS Strength Reinforces Profitability Narrative Despite Modest Revenue Growth Outlook

Korn Ferry (KFY) just posted Q2 2026 results with revenue of $721.7 million and basic EPS of $1.40, setting the tone for another data heavy earnings season for the professional services firm. The company has seen revenue move from $674.4 million in Q2 2025 to $721.7 million in Q2 2026, while EPS has stepped up from $1.16 to $1.40 over the same period, underscoring steady profit generation. With trailing 12 month net margin nudging higher and earnings power building, investors are likely to...
NYSE:OOMA
NYSE:OOMASoftware

Ooma (OOMA) Swings to Q3 Profit, Testing Bullish High-Growth Valuation Narrative

Ooma (OOMA) just posted Q3 2026 results with revenue of about $67.6 million and basic EPS of roughly $0.05, alongside net income excluding extra items of around $1.4 million, giving investors a fresh read on how the turnaround is holding up. The company has seen revenue move from about $65.1 million in Q3 2025 to $67.6 million in Q3 2026, while basic EPS shifted from approximately -$0.09 to $0.05 over the same window. This signals a cleaner earnings profile that puts the focus squarely on how...
NYSE:TGNA
NYSE:TGNAMedia

Does TEGNA’s Cash Flow Outlook Justify a Higher Share Price in 2025?

If you are wondering whether TEGNA at around $19.55 is quietly underpriced or already fairly valued, you are in the right place to unpack what the numbers are really saying. The stock has inched up 0.8% over the last week and 4.1% year to date, and while the 7.6% 1 year and 58.0% 5 year returns are solid, the slightly negative 1 month move of -1.9% hints that the market is still undecided about its next big swing. Recent headlines have focused on TEGNA's ongoing role as a major local TV...
NYSE:EPAM
NYSE:EPAMIT

Is EPAM Systems a Recovery Story After Recent Share Price Rebound?

Wondering if EPAM Systems at around $208 is a recovery story or a value trap? You are not alone, and this piece is going to dig into what the current price really implies. The stock has bounced about 7.8% over the last week and 18.6% over the past month, even though it is still down 9.2% year to date and 16.8% over the last year, with a much steeper slide of 42.9% over three years and 36.2% over five years. Much of this recent volatility has been tied to shifting sentiment around IT services...
NasdaqCM:LE
NasdaqCM:LESpecialty Retail

Lands’ End (LE) Q3 Profit Rebound Reinforces Bullish Turnaround Narrative

Lands' End (LE) has just posted Q3 2026 results with revenue of about $317.5 million and basic EPS of $0.17, putting a clear profit on the board for the quarter. The company has seen quarterly revenue hold around the low $300 million mark over the last few periods, while basic EPS has swung from losses of roughly $0.27 and $0.17 earlier in 2026 to a modest profit this quarter, setting up a story that is increasingly about how much of that top line can translate into sustainable margins. See...
NasdaqGS:PZZA
NasdaqGS:PZZAHospitality

Is Papa Johns Stock Pricing In Too Much Optimism After Years of Share Price Declines?

If you are wondering whether Papa John's International at around $40.96 is a quietly mispriced opportunity or a value trap in plain sight, this breakdown is for you. The stock is down about 2.8% over the last week, roughly flat over the past month, and still sitting on a 10.5% slide over the past year and a steep 48.2% drop over three years, which indicates sentiment has been under pressure for a while. Recent headlines have focused on Papa John's ongoing strategy tweaks, from sharpening its...
NasdaqCM:MAMA
NasdaqCM:MAMAFood

Mama's Creations (MAMA) Q3: Strong Revenue Growth Tests Bullish Margin Expansion Narrative

Mama's Creations (MAMA) just posted its Q3 2026 numbers, with revenue of about $47.3 million, basic EPS of $0.01, and net income of $0.5 million, setting the stage for investors to parse how the growth story is holding up. The company has seen quarterly revenue move from $31.5 million in Q3 2025 to $47.3 million in the latest quarter, while EPS shifted from $0.01 to $0.01 and net income from $0.4 million to $0.5 million, giving a clearer read on how much of the top line is actually making it...
NasdaqGS:ASO
NasdaqGS:ASOSpecialty Retail

Academy Sports (ASO) Margin Compression Reinforces Cautious Growth Narratives After Q3 2026 Results

Academy Sports and Outdoors (ASO) has posted its Q3 2026 numbers with revenue of about $1.4 billion and EPS of roughly $1.07, giving investors a fresh read on how demand is holding up across the year. The company has seen revenue move from roughly $1.34 billion in Q3 2025 to about $1.38 billion in Q3 2026, while EPS shifted from around $0.94 to $1.07 over the same period, setting a clear baseline for how the business is tracking through the current cycle as margins do the heavy lifting in the...
NYSE:SGU
NYSE:SGUGas Utilities

Star Group (SGU) Earnings Rebound and 4.1% Margin Challenge Long-Term Bearish Narrative

Star Group (SGU) closed FY 2025 with fourth quarter revenue of $247.7 million and basic EPS of -$0.84, capping off a volatile year that nevertheless left trailing 12 month EPS at $2.12 on $1.8 billion in revenue and net income of $72.8 million. The company has seen quarterly revenue swing from $488.1 million and EPS of $0.79 in Q1 2025 to a peak of $743.0 million and EPS of $2.13 in Q2, before moderating in the second half as Q3 delivered $305.6 million of revenue and EPS of -$0.48. Against...
NYSE:FERG
NYSE:FERGTrade Distributors

Ferguson (NYSE:FERG) Q1 EPS Strength Reinforces Bullish Margin Expansion Narrative

Ferguson Enterprises (FERG) just opened fiscal 2026 with Q1 revenue of about $8.2 billion and basic EPS of $2.91, setting the tone for how its earnings momentum is carrying into the new year. The company has seen quarterly revenue move from roughly $7.9 billion in Q4 2024 to $7.8 billion in Q1 2025 and now $8.2 billion in Q1 2026, while basic EPS has stepped up from $2.24 to $2.34 and then to $2.91 over the same periods. This gives investors a clear view of how earnings power is tracking the...
NasdaqGS:CPB
NasdaqGS:CPBFood

Campbell Soup (CPB) Margin Gain Supports Bullish Valuation Gap Narrative in Q1 2026 Results

Campbell's (CPB) has kicked off Q1 2026 with revenue of $2.7 billion and net income of $194 million, translating to EPS of $0.65 as the company puts another steady quarter on the board. Over the past year, revenue has hovered around the $10.0 billion mark while trailing twelve month EPS has moved from $1.90 to $1.94, giving investors a clearer read on how recent quarters are feeding into overall profitability and margin resilience. See our full analysis for Campbell's. With the headline...
NYSE:TOL
NYSE:TOLConsumer Durables

Toll Brothers (TOL) Margin Decline Reinforces Bearish Narratives Despite Solid Q4 EPS

Toll Brothers (TOL) just closed out FY 2025 with fourth quarter revenue of about $3.4 billion and basic EPS of $4.62, setting the tone for a year where trailing 12 month revenue reached roughly $11.0 billion and EPS came in at $13.60. The company has seen quarterly revenue move from $2.9 billion in Q3 2025 to $3.4 billion in Q4, while basic EPS stepped up from $3.76 to $4.62 over the same stretch, giving investors plenty to weigh as they gauge how sustainable the current profitability profile...
NYSE:CAL
NYSE:CALSpecialty Retail

Caleres (CAL) Q3 2026 Margin Collapse Reinforces Bearish Profitability Narratives

Caleres (CAL) opened Q3 2026 with total revenue of about $790 million and EPS of $0.07, while trailing twelve month revenue stood at roughly $2.7 billion with EPS of $0.52, setting a cautious tone around profitability. The company has seen revenue move from $741 million and EPS of $1.20 in Q3 2025 to $790 million and EPS of $0.07 in Q3 2026, a shift that leaves investors watching how much of the story is about topline resilience versus pressure further down the income statement. With net...
NYSE:AZO
NYSE:AZOSpecialty Retail

AutoZone (AZO) Q1 2026 Margin Compression Challenges Bullish Earnings Growth Narratives

AutoZone (AZO) opened fiscal Q1 2026 with total revenue of $4.6 billion and basic EPS of $31.88, setting the stage against a backdrop where trailing twelve month revenue sits at $19.3 billion and EPS at $147.34. Over recent quarters the company has seen revenue move from $6.2 billion in Q4 2024 to $6.2 billion in Q4 2025 and then to $4.6 billion in Q1 2026, while quarterly EPS tracked from $53.0 to $50.0 and now $31.9, leaving investors weighing solid top line scale against signs of...
NasdaqGM:FULC
NasdaqGM:FULCPharmaceuticals

Fulcrum Therapeutics (FULC): Valuation Check After PIONEER Trial Success and Follow-On Offering

Fulcrum Therapeutics (FULC) has just delivered early PIONEER trial data that moved the needle, with pociredir driving meaningful fetal hemoglobin gains in sickle cell patients and setting up the stock for a very different conversation. See our latest analysis for Fulcrum Therapeutics. The PIONEER update has clearly reset expectations. Fulcrum’s 1 day share price return of 45.96% has helped drive a 30 day share price return of 70.25% and a 1 year total shareholder return of 223.94%, suggesting...
NasdaqGS:NVCR
NasdaqGS:NVCRMedical Equipment

Does NovoCure’s (NVCR) Internal CEO Transition Reinforce or Recast Its Tumor Treating Fields Strategy?

NovoCure has announced that CEO and Director Ashley Cordova resigned effective November 30, 2025, with President Frank Leonard stepping into the Chief Executive Officer role from December 1, 2025, while Executive Chairman William F. Doyle represented the company at the Piper Sandler Healthcare Conference shortly thereafter. The leadership handover to Leonard, a long-time internal executive who has overseen global operations and innovation, suggests continuity in both commercial execution and...
NYSE:SGI
NYSE:SGIConsumer Durables

The Bull Case For Somnigroup International (SGI) Could Change Following Insider Buy After Leggett & Platt Deal

In early December 2025, Somnigroup International board member Simon Dyer disclosed a Form 4 insider purchase of 32,000 shares, worth about US$3.00 million, signaling his personal commitment to the company. This sizeable insider buying, coming soon after Somnigroup’s proposed all-stock acquisition of Leggett & Platt, highlights internal confidence in the combined group’s long-term direction. Next, we’ll explore how Simon Dyer’s sizeable insider buying shapes Somnigroup International’s...
NasdaqGS:SRAD
NasdaqGS:SRADHospitality

3 Stocks Estimated To Be Undervalued In December 2025

As the Federal Reserve meeting unfolds and major indices like the Dow Jones, S&P 500, and Nasdaq show modest gains, investors are keenly observing how potential interest rate cuts might influence market dynamics. In this environment of cautious optimism and strategic shifts, identifying undervalued stocks becomes crucial for those looking to capitalize on potential market inefficiencies.
NYSE:KOF
NYSE:KOFBeverage

DCF Gap Between Modeled Value And Share Price Might Change The Case For Investing In Coca-Cola FEMSA. de (KOF)

Recent analysis using a two-stage discounted cash flow model estimated Coca-Cola FEMSA’s fair value at about US$163 per share, compared with a current market price of around US$90.50, highlighting a wide gap between modeled intrinsic value and trading levels observed in recent days. This valuation work draws attention to how sensitive Coca-Cola FEMSA’s perceived worth can be to assumptions about discount rates and long-term cash flow growth, potentially encouraging investors to re-examine...