U.S. Semiconductors Stock News

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...

REX American Resources recently reported past third-quarter 2025 results, with sales of US$175.63 million and net income of US$23.41 million, along with slightly higher diluted earnings per share from continuing operations of US$0.71 compared with a year earlier. Beyond the headline numbers, analysts highlighted that stronger ethanol volumes, sharply higher corn oil revenue, and ongoing investments in capacity expansion and carbon capture projects are reshaping how investors assess the...

In recent days, analysts have reiterated positive views on Axos Financial, citing robust net interest income growth, strong net interest margins, and continued asset expansion as reasons for their upbeat outlook. At the same time, insider share sales by Director Edward Ratinoff highlight a contrast between analyst optimism and some executives reducing their personal exposure to the stock. We’ll now explore how analysts’ upgraded estimates, driven by stronger net interest margins and asset...

Barclays recently downgraded American International Group from Overweight to Equalweight, citing limited growth potential, higher execution risk, and uncertainty around newly announced transactions to expand its premium base and alternatives portfolio, alongside plans for about US$1.00 billion of share repurchases in 2026 and leadership adjustments. This comes against a backdrop of AIG’s net premiums earned contracting at 5.8% annually over five years and lagging equity value growth versus...

Manatuck Hill Partners quietly made Zeta Global Holdings (ZETA) one of its key bets after ramping its stake in the third quarter, just as management doubles down on a beat and raise streak and targets 2026 revenue growth above 20%. See our latest analysis for Zeta Global Holdings. The timing of Manatuck Hill’s move lines up with a stock that has cooled off in the near term but still carries a powerful longer record. It has a modest year to date share price return of 4.1% versus a punchy three...

GlobalFoundries (GFS) just promoted insider Sam Franklin to Chief Financial Officer, and that kind of move usually tells you more about the company’s next chapter than any quarterly headline ever could. See our latest analysis for GlobalFoundries. The timing is interesting, with the share price now at $40.42 after a sharp 16.1% 1 month share price return and a 27.6% 3 month share price return. However, the 1 year total shareholder return is still negative and longer term performance shows...

Affiliated Managers Group, Inc. recently completed a US$424.269 million offering of 5.50% senior unsecured notes due February 15, 2036, and is redeeming all outstanding 5.15% Convertible Trust Preferred Securities due 2037 on December 29, 2025, at 100% of principal plus accrued interest. This refinancing simplifies AMG’s capital structure and supports its ongoing pivot toward higher-fee private markets and liquid alternatives, where new partnerships and client inflows are underpinning...

Attention has turned to Liberty Broadband (LBRD.K) after Director David Wargo sold 2,889 shares. This move puts insider activity, the company’s balance sheet, and its mixed track record back under the microscope. See our latest analysis for Liberty Broadband. That backdrop helps explain why a 1 day share price return of 4.16 percent at 49.53 dollars stands out after a bruising year to date share price decline of 34.81 percent, with long term total shareholder returns still deeply negative...

Molson Coors Beverage (TAP) is back in focus after Piper Sandler flagged GLP 1 weight loss drugs as a long term headwind for alcohol demand, dialing back expectations even as Madrí Excepcional keeps delivering. See our latest analysis for Molson Coors Beverage. Those cross-currents help explain why Molson Coors’ 1 day share price return of 3.6 percent sits against a year to date share price return of negative 18.1 percent, with a 1 year total shareholder return of negative 20.8 percent...

Recently, eXp Realty appointed Carrie Lysenko as Chief Technology Officer and Holly Mabery as Chief Brokerage Officer, reinforcing its focus on technology and brokerage operations to better support its global agent base. These leadership changes highlight how eXp is trying to more tightly connect its cloud-based technology platform with day-to-day brokerage execution to improve the experience for both agents and clients. Now, we will consider how elevating technology leadership through the...

Martin Marietta Materials (MLM) just posted Q3 results showing double digit revenue and earnings growth versus last year, but both missed Wall Street estimates, creating a mixed setup that is now shaping investor sentiment. See our latest analysis for Martin Marietta Materials. The latest results land after a strong run, with the share price now at $623.41 and a robust year to date share price return of 22.10% alongside a powerful five year total shareholder return of 142.05%. This suggests...

Kaspi.kz (KSPI) just wrapped up a quarter that turned heads, with revenue climbing 20% year over year and its Fintech segment outpacing that, as investors weigh what the upcoming Pay by Palm launch could mean. See our latest analysis for Kaspi.kz. Despite the strong Q3 update and excitement around Pay by Palm, Kaspi.kz’s 1 year total shareholder return of minus 29.65 percent and year to date share price return of minus 24.37 percent show momentum has cooled after a solid multiyear run. If...

Halliburton recently announced that Jeffrey Shannon Slocum will become Executive Vice President and Chief Operating Officer and join the board from January 1, 2026, while veteran industry leader Timothy A. Leach has already been appointed as a new director. The elevation of long‑tenured insiders like Slocum alongside Leach’s operator experience from ConocoPhillips and Concho Resources could reshape Halliburton’s operational priorities and international growth focus. Next, we’ll explore how...

Gibraltar Industries (ROCK) heads into its Sidoti Year End Virtual Investor Conference with investors still digesting a mixed Q3. Revenue grew 12% but missed expectations, and a delayed agtech project weighed on the story. See our latest analysis for Gibraltar Industries. The mixed quarter and delayed agtech project seem to be weighing on sentiment, with a 30 day share price return of minus 17.57 percent and a 1 year total shareholder return of minus 26.01 percent. This suggests momentum has...

Nordson Corporation recently reported its fourth-quarter and full-year 2025 results, posting higher sales of US$751.82 million for the quarter and US$2.79 billion for the year, alongside increased net income and earnings per share from continuing operations compared with 2024. Management also issued fiscal 2026 guidance calling for first-quarter sales of US$630–US$670 million and full-year sales of US$2.83–US$2.95 billion, giving investors clearer visibility into near-term demand and...

Snowflake (SNOW) just delivered another expectation beating quarter, and the stock reaction has been oddly muted, even as the company doubles down on enterprise AI through new Anthropic and Accenture partnerships plus broader ecosystem initiatives. See our latest analysis for Snowflake. Despite the strong AI narrative and fresh alliances with Anthropic, Accenture, and OSI partners, Snowflake’s 30 day share price return of minus 20.17% shows momentum cooling in the short term. Its year to date...

Venture Global (VG) is back in focus after closing a $3 billion senior secured note offering to refinance existing debt, even as it juggles customer lawsuits and signs fresh long term LNG offtake deals. See our latest analysis for Venture Global. These refinancing moves and new offtake deals are landing against a tough backdrop, with Venture Global’s share price return down sharply this year as legal risks and margin pressures reset expectations, suggesting momentum is still fading rather...

In the past week, Service Corporation International outlined long-term growth opportunities at a Bank of America conference, while an analyst reiterated a positive outlook supported by third-quarter 2025 results that exceeded Wall Street expectations and a higher quarterly cash dividend. At the same time, insider share sales and management’s emphasis on future funeral volume growth from an aging baby boomer population highlighted both confidence in current performance and the importance of...

In October 2025, Equity Residential reported third-quarter results that largely met expectations, with revenue rising 4.6% year over year and funds from operations per share in line, but it cut its fiscal 2025 outlook due to softer leasing demand and delays in rolling out new income-generating initiatives. This combination of steady recent performance and a weaker forward outlook, particularly in markets like Washington, D.C., raises fresh questions about how resilient Equity Residential’s...

Recent coverage highlighted that Watts Water Technologies has achieved 9.3% annualized revenue growth over the past five years, paired with an approximately 45.9% gross margin and 21.8% compound annual earnings per share growth, underscoring strong long-term financial performance up to now. This combination of above-industry revenue expansion, high gross margins and rapid earnings per share growth points to meaningful competitive strength and pricing power in Watts Water Technologies'...

Legal trouble around Perrigo (PRGO) is now front and center, with multiple class action lawsuits alleging the company misled investors about problems in its newly acquired infant formula business and the impact on its outlook. See our latest analysis for Perrigo. The legal overhang is affecting a stock that was already under pressure, with a roughly 48 percent year to date share price decline and similarly steep multi year total shareholder returns. This suggests momentum has clearly faded as...

Mendon Capital Advisors just disclosed a fresh stake in Simmons First National (SFNC), picking up more than 400,000 shares. This represents a clear vote of confidence from a specialist in U.S. regional banks. See our latest analysis for Simmons First National. The Mendon move lands just as sentiment is starting to turn, with the share price at $19.65 and a 1 month share price return of 8.56 percent helping to offset a weak year to date share price return and a negative 1 year total...

Saia (SAIA) has quickly moved back onto investors radar after two things hit at once: fresh operating metrics for early Q4 and a reaffirmed positive stance from a major Wall Street bank. See our latest analysis for Saia. The latest operating update and upbeat stance from JPMorgan appear to have re-energised sentiment, with a roughly 24% 1 month share price return helping Saia claw back part of this year’s drawdown. This comes even though the 1 year total shareholder return remains negative,...

In recent days, TD SYNNEX introduced AI Game Plan under its Destination AI™ framework, a three-phase partner-led workshop that helps organizations pinpoint, prioritize, and plan AI use cases, while Mynd.ai subsidiary Promethean formalized a new U.S. distribution agreement that adds TD SYNNEX to its channel network. Together, these moves deepen TD SYNNEX’s role as a solutions aggregator by tying AI consulting-style enablement to expanded access to secure, high-impact education and workplace...