U.S. Semiconductors Stock News

National Bank Holdings (NBHC) has just posted its Q2 2026 numbers, with total revenue of US$127.6 million and basic EPS of US$0.58, alongside net income excluding extra items of US$26.5 million. These figures help set the tone for how investors will read the latest quarter. Over recent periods, the company has seen revenue move from US$104.5 million in Q2 2025 to US$127.6 million in Q2 2026, while basic EPS shifted from US$0.89 to US$0.58 and trailing twelve month EPS stood at US$2.35...

Why SBA Communications is in focus after a large debt raise SBA Communications (SBAC) has just completed several fixed income offerings totaling more than $3.4b, including 4.875% notes due 2030, 5.15% notes due 2031 and 5.450% notes due 2033. These unsecured, callable senior notes, supported by a broad syndicate of co lead underwriters across multiple tranches, give investors fresh information about the company’s capital structure and funding costs to evaluate alongside the stock’s recent...

Event-driven focus on ADT stock ADT (ADT) is back in focus after expectations for in-line second quarter results and a reiterated 2026 outlook, as highlighted by recent commentary from RBC Capital Markets on the company’s progress with customer acquisition. See our latest analysis for ADT. ADT’s recent share price performance has been mixed, with a 30 day share price return of 4.7%, a year to date share price return down 13.86%, and a 3 year total shareholder return of 15.75%. This suggests...

Roblox (RBLX) has put its creator tools in the spotlight after unveiling Build, a mobile first creation tab and a suite of AI powered agents that generate playable games directly from text prompts. See our latest analysis for Roblox. At a share price of $49.64, Roblox has seen its short term share price momentum soften, with the 1 day return declining 5.45% and the 7 day return down 13.02%, while the 30 day share price return of 5.01% contrasts with a year to date decline of 38.68% and a 1...

Ituran Location and Control has delivered a strong 182.7% return over the past 5 years, yet its valuation picture is split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples suggest the stock may still be on the cheap side. A 182.7% 5 year share price return sets a high bar for new investors, as much of the easy upside may already be reflected in the stock. Valuation can be supported if Ituran Location and Control continues to convert...

Bridgewater Bancshares (BWB) has just posted its Q2 2026 numbers, reporting total revenue of US$40.3 million and basic EPS of US$0.47, alongside trailing 12 month revenue of US$157.8 million and EPS of US$1.88. These trailing figures frame the latest quarter against a stronger full year backdrop. The company has reported total revenue increasing from US$111.4 million to US$157.8 million and basic EPS moving from US$1.11 to US$1.88 over the past trailing periods. This sets up the latest result...

FuelCell Energy stock has delivered a very large 277.7% return over the past year, yet the broader valuation checks and market multiples suggest the shares lean expensive rather than obviously cheap. Over the last 12 months, FuelCell Energy has returned 277.7%, which puts extra focus on whether the current price already reflects investors' optimism. The new collaboration with Siemens on large scale fuel cell projects can support expectations for future project wins, while the recent US$225m...

Johnson & Johnson (NYSE:JNJ) has received De Novo classification and marketing authorization from the FDA for its OTTAVA Robotic Surgical System. OTTAVA is described as the world's first table integrated soft tissue robotic platform cleared for multiple general surgery procedures in the U.S. This authorization marks Johnson & Johnson's formal entry into the U.S. robotic surgery market alongside established competitors. Johnson & Johnson enters this development phase with its stock at...

The new U.S. agreement with Saudi Arabia on civilian nuclear energy has put a fresh spotlight on American companies connected to reactors, fuel, engineering, and long term services. A potential multibillion dollar partnership, stretching over decades, could reshape where capital flows across the energy value chain and who wins the next wave of nuclear build out. At the same time, Congressional approval is still pending, so timing and scale remain uncertain. This article breaks down 3 stocks...

Upcoming earnings event puts Select Water Solutions in focus Select Water Solutions (WTTR) has set August 4, 2026 for the release of its second quarter results, followed by an investor conference call the next morning, putting fresh attention on the stock’s recent performance. See our latest analysis for Select Water Solutions. At a share price of $21.35, Select Water Solutions has seen strong momentum recently, with a 15.53% 30-day share price return and a 92.52% year to date share price...

Evercore (EVR) is back in focus after reporting that secondary market transactions for private assets reached a record in the first half of 2026, with single-asset continuation funds and GP-led deals taking center stage. See our latest analysis for Evercore. Despite Evercore highlighting record secondary market activity, the US$334.98 share price has recently come under pressure, with the 30 day share price return down 10.44%, although the 1 year total shareholder return of 12.81% and very...

Expand Energy recently drew attention ahead of its late-July earnings release, with Wall Street projecting higher earnings per share but slightly lower quarterly revenues compared with a year earlier. At the same time, analysts trimmed their near-term earnings estimates while maintaining a generally positive stance on the stock, highlighting growing tension between cautious forecasts and still-supportive sentiment. Next, we’ll examine how these lowered earnings estimates, yet resilient...

In July 2026, Halozyme Therapeutics announced a global collaboration and licence agreement with Incyte to apply its ENHANZE drug delivery technology to develop additional subcutaneous formulations of INCA033989, a monoclonal antibody targeting mutant calreticulin in myeloproliferative neoplasms, with Halozyme eligible for upfront, milestone and royalty payments on future commercial products. This partnership underlines how Halozyme can integrate its ENHANZE platform into precision oncology...

Red Rock Resorts (RRR) has drawn investor attention after recent trading left the stock with a roughly 5.7% gain over the past month and about 14.9% over the past 3 months. See our latest analysis for Red Rock Resorts. At a share price of $63.89, Red Rock Resorts has seen recent momentum cool slightly, with a 7 day share price return that declined 2.47% even as the 90 day share price return of 14.93% and 1 year total shareholder return of 20.72% point to stronger performance over a longer...

NRG Energy, Inc. has recently drawn heightened attention ahead of its now-completed fiscal Q2 2026 earnings release and saw its Board declare a US$0.475 quarterly dividend per share, payable on August 17, 2026, to shareholders of record on August 3, 2026. This mix of conflicting analyst views, from a Strong Buy consensus to a Zacks Rank Sell, highlights how expectations around NRG’s upcoming earnings trajectory are far from uniform. We’ll now examine how shifting analyst sentiment around...

In the past quarter, Annaly Capital Management, Inc. reported Q2 2026 net income of US$822.67 million, with basic and diluted earnings per share from continuing operations of US$1.06, and earnings available for distribution of US$0.79 per share, exceeding Wall Street expectations. The company also raised its quarterly common dividend to US$0.75 per share after earnings available for distribution outpaced the dividend for the ninth consecutive quarter, while expanding its Agency portfolio and...

Peoples Bancorp (PEBO) opened Q2 2026 with total revenue of $108.4 million and basic EPS of $0.79, underpinned by net income of $27.7 million. The company reported an increase in revenue from $97.8 million in Q2 2025 to $108.4 million in Q2 2026, while quarterly EPS rose from $0.60 to $0.79 over the same period. These figures provide a basis for investors to consider how these earnings relate to profitability and efficiency. See our full analysis for Peoples Bancorp. With the headline numbers...

Calix (CALX) has reported Q2 2026 revenue of US$293.3 million and basic EPS of US$0.27, with trailing twelve month revenue at US$1.1 billion and EPS of US$0.78 setting the backdrop for this earnings season update. The company has seen quarterly revenue move from US$241.9 million and EPS of essentially breakeven in Q2 2025 to US$293.3 million and EPS of US$0.27 in Q2 2026, alongside a shift in trailing twelve month EPS from a loss of US$0.41 to a profit of US$0.78. Overall, Calix is now...

First Community Bankshares (FCBC) just posted Q2 2026 results with total revenue of US$56.7 million and basic EPS of US$1.19, set against trailing 12 month revenue of US$187.0 million and EPS of US$3.19 that underpin one year earnings growth of 18.2%. Over recent quarters, revenue has moved from US$41.3 million in Q2 2025 to US$56.7 million in Q2 2026, while quarterly EPS has shifted from US$0.67 to US$1.19, giving investors a clear view of how the latest quarter sits on top of a steadily...

In the past few days, Alaska Air Group reported Q2 2026 results showing revenue rising to US$4.07 billion while swinging from prior-year profit to a US$76 million net loss as jet fuel costs surged and Hawaii weakness weighed on performance. Alongside the loss, Alaska raised US$1 billion in financing, expanded its dedicated cargo fleet and advanced Hawaiian Airlines integration, signaling a push to diversify earnings and strengthen its network even as fuel volatility pressures near-term...

Iridium Communications (NasdaqGS:IRDM) announced plans to be acquired by Rocket Lab, with the transaction expected to close in mid 2027. The company also completed its acquisition of Aireon LLC, expanding its role in aviation safety and data services. These moves point to a shift in Iridium Communications' approach to growth and long term positioning. Iridium Communications operates a global satellite network that supports voice and data services across sectors such as aviation, maritime,...

Equifax (EFX) has just put Q2 2026 on the board with revenue of US$1.7 billion and basic EPS of US$1.55, supported by trailing twelve month revenue of US$6.4 billion and EPS of US$5.73. Over recent quarters, the company has seen revenue move from US$1.54 billion in Q2 2025 to US$1.7 billion in Q2 2026, while basic EPS has ranged between US$1.07 and US$1.55 across that period. For investors, the key question is how these headline numbers relate to a slightly softer net margin profile and what...

In recent days, expectations have built around Amazon.com’s upcoming July 30 earnings report, as analysts highlight stronger-than-anticipated second-quarter performance from Amazon Web Services driven by AI-related demand and expanded data center investments. This growing confidence in AWS’s AI momentum and infrastructure scale underscores how central cloud and AI services have become to Amazon’s broader business model and profit mix. Next, we’ll examine how this heightened anticipation...

Investors are watching Comfort Systems USA (FIX) ahead of Thursday’s earnings release, as Wall Street consensus points to year-on-year gains in both revenue and earnings, supported by backlog conversion trends and current pricing dynamics. See our latest analysis for Comfort Systems USA. Comfort Systems USA’s share price has pulled back around 13% over the past month but is still up strongly year to date. Its multi year total shareholder return remains very large, suggesting investors are...