U.S. Semiconductors Stock News

Turning Point Brands (TPB) caught attention after posting third-quarter results that showed solid growth in both sales and net income compared to last year. Investors also took note because the company raised its full-year outlook for its Modern Oral segment, signaling ongoing confidence in future performance. See our latest analysis for Turning Point Brands. Momentum has been building for Turning Point Brands all year, with the stock’s 1-year total shareholder return hitting 67.4% and its...

Synovus Financial Corp. recently reported third-quarter 2025 adjusted earnings per share of US$1.46, exceeding estimates due to higher net interest income, stronger non-interest revenues, and reduced provisions for credit losses. Management also highlighted significant improvements in credit quality, with declines in non-performing loans and charge-offs as well as expectations for continued growth in core deposits and loans in the coming quarters. We'll explore how Synovus's earnings...

RLJ Lodging Trust recently reported third quarter 2025 earnings, disclosing a decline in revenue to US$330.05 million and a net loss of US$3.74 million, while also providing updated guidance with full-year net income expected between US$21.4 million and US$28.4 million. The company’s ongoing share repurchase program has seen 586,417 shares bought back since May, reflecting management’s continued use of capital return initiatives even during weaker financial quarters. We’ll look at how RLJ...

Shift4 Payments (FOUR) recently posted third-quarter results, with revenue up compared to last year but net income declining. In response, several analysts lowered their expectations while keeping mostly neutral or positive outlooks. See our latest analysis for Shift4 Payments. Shift4 Payments has seen some turbulence in its stock price lately, reflecting both the mixed signals from recent earnings and a major new deal with the Cincinnati Bengals to power Paycor Stadium’s payments. While the...

Dover (DOV) has just wrapped up a significant euro-denominated bond issuance, adding nearly €550 million in fresh capital. The company also moved forward with another fixed-rate senior note offering. This underscores a proactive approach to managing its finances. See our latest analysis for Dover. Building on this week’s successful bond issuance and a recently reaffirmed dividend, Dover’s share price has charged ahead, with a robust 10% gain over the past month. Still, its one-year total...

Royal Gold, Inc. recently reported third quarter and nine-month earnings, announcing US$249.65 million in sales and US$126.82 million in net income for the quarter, both higher than the previous year. This strong operational performance was accompanied by routine shelf registration filings for both an employee stock plan and a dividend reinvestment plan. We'll explore how Royal Gold's significant year-over-year earnings growth impacts its investment narrative and future prospects. This...

Protagonist Therapeutics (PTGX) posted its third-quarter earnings, showing a shift to a higher net loss compared to last year. The company also moved from net income to net loss for the nine months ended September 30. See our latest analysis for Protagonist Therapeutics. Despite shifting to a deeper net loss in the latest earnings, Protagonist Therapeutics' share price has surged 117% year to date, with a strong one year total shareholder return of 109%. This impressive momentum hints at...

Fidium’s decision to roll out Ciena (CIEN) optical technology across its DASH fiber network in Texas puts a fresh spotlight on Ciena’s growing role in next-generation telecom infrastructure. The deployment signals steady demand for scalable and high-capacity solutions. See our latest analysis for Ciena. Ciena’s recent win with Fidium adds to the company’s momentum this year, as the stock has delivered a remarkable 130% share price gain year-to-date and an even more impressive 188% total...

On November 5, 2025, ADMA Biologics reported third quarter results with sales of US$134.22 million and net income of US$36.43 million, alongside raising its 2025 and 2026 revenue guidance and providing a long-term outlook for US$1.1 billion or more in annual revenue by 2029. The company's ongoing share repurchase program, coupled with an improved earnings forecast, highlights management's confidence in operational progress and future growth prospects. With the company raising revenue...

Coty (COTY) recently delivered an earnings report that matched revenue expectations, but revealed softer profit performance. The company pointed to challenges from the Gucci fragrance license transition and inventory adjustments at key retailers. See our latest analysis for Coty. Even with Coty’s latest reassurance about future growth, the market remains unconvinced for now. The stock’s 1-day share price return was -3.58%, capping off a punishing 90-day slide of -28.43%. Over the past year,...

Air Products and Chemicals, Inc. recently reported fourth quarter 2025 earnings, with sales of US$3,166.9 million and net income of US$4.9 million, both down from the same period last year, alongside basic and diluted earnings per share of US$0.02. A significant drop in earnings was attributed to lower volumes, a one-time LNG asset sale, and weaker global helium demand, partially offset by reduced administrative expenses reflecting ongoing productivity efforts. We will now assess how this...

Brinker International (EAT) delivered impressive quarterly results, with Chili's showing sales and traffic growth even as broader economic trends remained challenging. The company’s positive momentum has encouraged investors and supported a more upbeat outlook. See our latest analysis for Brinker International. Brinker International’s upbeat quarterly numbers sparked a 6.1% leap in the share price last month, briefly reversing what has otherwise been a tough stretch for the stock. While its...

Primerica posted its third quarter earnings, revealing higher revenue and net income compared to the same period last year. Alongside these financial gains, the company affirmed its dividend and completed another share buyback tranche. See our latest analysis for Primerica. After announcing stronger earnings, a fresh dividend, and more buybacks, Primerica's share price dipped slightly in recent weeks, landing at $254.05. Despite this, the total shareholder return stands out long-term, with...

Fidelity National Financial (FNF) shares have mostly tracked sideways over the past month, up about 5%. Despite market swings, investors are still weighing the company’s revenue and earnings performance in light of ongoing trends in the insurance sector. See our latest analysis for Fidelity National Financial. Fidelity National Financial’s share price return has edged higher by 4% since the start of the year, yet the total shareholder return over the last twelve months is slightly negative at...

Nebius Group (NasdaqGS:NBIS) has just inked a $3 billion, five-year deal to deliver AI infrastructure to Meta Platforms, following its larger agreement with Microsoft. This move signals sustained demand from influential technology partners. See our latest analysis for Nebius Group. Despite locking in major new contracts and rolling out game-changing AI infrastructure, Nebius Group’s share price has seen a sharp pullback this month, with a 1-month share price return of -26.4%. However, the...

OUTFRONT Media Inc. recently reported its third quarter 2025 earnings, revealing sales of US$467.5 million and net income of US$51.3 million, alongside a declared quarterly dividend of US$0.30 per share payable at year end. Analysts from several major brokerage firms have expressed increased confidence in OUTFRONT Media’s outlook within the out-of-home advertising sector, with multiple upgrades and raised recommendations highlighting renewed interest. We’ll explore how the wave of analyst...

Array Digital Infrastructure (NYSE:AD) delivered a marked improvement in its third-quarter performance, reporting strong year-over-year growth in both revenue and income. The update comes as the company moves forward as an independent tower operator. See our latest analysis for Array Digital Infrastructure. Array’s latest results come after recent leadership changes and the completed sale of its wireless operations, both of which have kept the stock in the spotlight. While the share price has...

Ondas Holdings (ONDS) just reported quarterly results showing a sharp jump in revenue compared to last year. This increase was powered by impressive growth in its autonomous systems division, along with added lift from recent acquisitions. See our latest analysis for Ondas Holdings. Following these upbeat results, Ondas Holdings' share price surged 9.5% in a single day and has jumped 23.6% over the last week. This kind of momentum is supported by outstanding progress in its autonomous systems...

Renasant (RNST) shares have shown some movement recently, catching the attention of investors interested in the regional banking sector. While the reasons behind the shift are subtle, the company’s fundamentals provide a basis for a closer look. See our latest analysis for Renasant. Renasant’s share price has been somewhat choppy, with a 1.55% gain over the last month but a 7.38% share price pullback in the past three months. Taking a step back, its total return over the past year was -3.85%...

Freedom Holding (NasdaqCM:FRHC) is making headlines after unveiling a $2 billion AI hub initiative in Kazakhstan in partnership with NVIDIA and local authorities. At the same time, its recent earnings report highlighted higher six-month revenue, though net income declined compared to last year. See our latest analysis for Freedom Holding. Freedom Holding’s bold moves in AI and digital expansion have kept investors’ attention, but the share price hasn’t escaped volatility. After peaking...

In November 2025, Instacart (Maplebear Inc.) reported higher quarterly sales and net income compared to the prior year and announced new enterprise partnerships, including an expanded collaboration with Associated Food Stores to deploy white-label e-commerce solutions across multiple grocery banners. These developments, coupled with ongoing share repurchases and the rollout of advanced AI-powered retail technologies, reflect Instacart’s growing momentum in strengthening its omnichannel...

Texas Roadhouse (TXRH) shares got a lift as the company managed to keep customer traffic up and sales growing, even while facing higher beef and commodity costs. Momentum also picked up as investors shifted towards value stocks in response to optimism over a compromise on the government shutdown. See our latest analysis for Texas Roadhouse. After a bumpy stretch, Texas Roadhouse has drawn fresh interest as a value pick thanks to strong sales growth, a completed buyback, and confirmation of...

Revolution Medicines (RVMD) recently disclosed a substantially larger third-quarter net loss, reflecting its increased commitment to research and development of possible breakthrough cancer therapies. The company also reaffirmed its full-year guidance for a sizable net loss. See our latest analysis for Revolution Medicines. Despite a sharp increase in R&D spending and another quarter of deeper losses, Revolution Medicines’ recent updates have not dampened bullish sentiment. The stock...

Voya Financial (VOYA) just released its third quarter earnings, revealing year-over-year increases in both revenue and net income. The company also completed a substantial share buyback during the same period, reinforcing management’s positive outlook. See our latest analysis for Voya Financial. Voya Financial’s latest earnings and decisive buyback may have helped steady investor sentiment, but the story is still unfolding. The share price has edged up 3% year-to-date, yet the 1-year total...