U.S. Semiconductors Stock News

NasdaqGS:AGYS
NasdaqGS:AGYSSoftware

Does Agilysys Justify Its Premium Valuation After a 218% Five Year Surge?

Wondering if Agilysys at around $126 a share is a hidden opportunity or just fully priced in already? You are not alone, as this stock has been quietly attracting valuation minded investors. Over the very short term it has been a bit choppy, up 2.5% in the last week but roughly flat over 30 days, while still sitting on a 106.9% gain over 3 years and 217.7% over 5 years, even though it is down 2.8% year to date and 5.7% over the last year. Recent attention has centered on Agilysys as a niche...
NYSE:SPR
NYSE:SPRAerospace & Defense

Spirit AeroSystems (SPR): Revisiting Valuation After Recent Share Price Rebound

Market context and recent move Spirit AeroSystems Holdings (SPR) has been grinding higher recently, with the stock up about 11% over the past month as investors reassess its recovery prospects despite ongoing losses and a challenging aerospace supply chain backdrop. See our latest analysis for Spirit AeroSystems Holdings. Zooming out, the 17.8% year to date share price return and 22.6% one year total shareholder return suggest momentum is gradually rebuilding as investors warm to Spirit...
NYSE:S
NYSE:SSoftware

SentinelOne (S) Q3 2026 Revenue Growth Supports Bullish Scale Narrative Despite Ongoing Losses

SentinelOne (S) just posted its Q3 2026 numbers, with revenue of about $258.9 million and a basic EPS loss of roughly $0.18, keeping the focus firmly on scaling the top line while managing persistent net losses. The company has seen revenue move from around $210.6 million in Q3 2025 to $258.9 million in the latest quarter, while basic EPS has held in the negative territory, underscoring that growth is still coming with a cost to margins for now. With that backdrop, investors will be watching...
NYSE:VSCO
NYSE:VSCOSpecialty Retail

Victoria’s Secret (VSCO) Q2: 4% Same-Store Sales Growth Reinforces Turnaround Narrative

Victoria's Secret (VSCO) kicked off its latest earnings update with Q2 2026 revenue of about $1.5 billion and basic EPS of $0.20, supported by net income of $16 million and a 4% same store sales uptick that marks a cleaner read on underlying demand. The company has seen quarterly revenue move from $1.35 billion in Q1 2025 to $1.46 billion in Q2 2026, while EPS has swung from a loss of $0.71 in Q3 2025 to the current $0.20. This sets the stage for investors to focus on whether recent margin...