U.S. Software Stock News

NasdaqGS:COHU
NasdaqGS:COHUSemiconductor

Is Cohu (COHU) Still Below Fair Value Following Earnings And Sales Guidance?

Cohu (COHU) drew investor attention after reporting second quarter 2026 results on July 30, with sales of US$149 million and a sharply reduced net loss, alongside new third quarter sales guidance. See our latest analysis for Cohu. Cohu's recent earnings update and third quarter sales guidance arrived alongside strong momentum, with a year to date share price return of 114.87% and a 1 year total shareholder return of 172.72%. This suggests investors have been reassessing both growth potential...
NYSE:SLVM
NYSE:SLVMForestry

Did Sylvamo’s (SLVM) Quarterly Loss Subtly Reshape Its Long-Term Earnings Story?

Sylvamo Corporation reported its second-quarter 2026 results, with sales of US$806 million and a net loss of US$11 million, reversing net income a year earlier. The shift from earnings per share of US$0.37 to a loss of US$0.28 from continuing operations highlights mounting pressure on profitability despite slightly higher sales. We’ll now examine how this swing to a quarterly net loss may affect Sylvamo’s investment narrative and longer-term earnings outlook. Invest in the nuclear...