As Amtech Systems (ASYS) prepares to release its quarterly results, investors are weighing a mixed outlook of declining revenue forecasts against a history of beating estimates and a surging stock price.
After a volatile year, Descartes Systems Group's strong Q3 results signal a potential turnaround, fueled by accelerating organic growth and heightened reliance on its logistics technology amid global trade uncertainty.
Advanced Drainage Systems (NYSE: WMS) is scheduled to release its fourth-quarter financial results before the market opens on Thursday, with analysts projecting flat revenue growth against a backdrop of strong performance from some industry peers.
Defense technology specialist Mercury Systems (MRCY) reported stronger-than-expected fiscal Q2 results, driven by accelerated deliveries and improved working capital management. The company posted record backlog and robust cash flow, though management maintained its full-year outlook citing supply chain prudence.
Defense electronics specialist Mercury Systems (MRCY) reported quarterly revenue and profit that surpassed Wall Street forecasts. However, a deeper look reveals persistent challenges with long-term sales growth and profitability, even as order backlog swells.
Shares of data management firm Commvault Systems have tumbled over 30% in recent weeks, erasing year-to-date gains and prompting investors to question if the stock's premium valuation is still justified. We analyze key metrics and market sentiment to assess the road ahead.
Baron Discovery Fund's latest investor letter reveals a paradox: cybersecurity leader Varonis Systems posted strong fundamentals but saw its stock price decline sharply in Q4 2025, underscoring a market environment that currently penalizes long-term plays.
In its Q4 2025 letter, Baron Discovery Fund outlined its strategy and a new position in Casella Waste Systems (CWST), highlighting the waste management firm's resilience and growth in a challenging market for momentum-driven stocks.
Electronics manufacturer Sanmina reports stronger-than-anticipated revenue, driven by surging demand for AI infrastructure and high-performance networking systems. The company's recent acquisition of ZT Systems is poised to significantly bolster its position as new platforms enter volume production, with further growth expected from industrial, energy, and medical sectors later this year.
OSI Systems reports strong Q2 fiscal 2026 results, driven by security and optoelectronics demand. The company raises full-year guidance and continues an aggressive share repurchase program, funded in part by a new $575 million convertible notes offering, reshaping its capital strategy amid solid earnings growth.
After a challenging period of fixed-price contracts, Mercury Systems (MRCY) is positioned at the convergence of ruggedized computing and rising defense AI budgets. With a record $1.4 billion backlog, bulls eye a potential turnaround as legacy headwinds fade.
Monolithic Power Systems (MPWR), a key player in power management semiconductors, is attracting investor attention with its robust financials, exposure to high-growth AI and automotive markets, and disciplined capital returns, despite trading at a premium valuation.
Despite recent stock pressure from its CRM platform migration, Veeva Systems' deep integration in life sciences workflows, robust financials, and expanding AI product suite present a compelling long-term investment case, analysts argue.
York Space Systems (YSS) launched onto the public market with a strong first-day pop, capitalizing on defense spending trends and a push for scalable satellite manufacturing. Yet, its path is fraught with competition and the financial growing pains typical of a capital-intensive industry.
EPAM Systems' stock has surged over 30% in three months, riding a wave of AI optimism. Yet, this rebound contrasts sharply with longer-term declines, leaving investors to weigh if the current price fully reflects future growth or overlooks persistent risks in the IT services sector.
Oppenheimer and Wells Fargo have raised price targets for Monolithic Power Systems (MPWR), highlighting robust demand from the automotive and artificial intelligence sectors as key growth drivers ahead of the company's quarterly results.
Varonis Systems (VRNS) is set to report Q4 earnings after the bell Tuesday, with investors watching closely for signs of resilience after recent revenue misses and a broader sell-off in cybersecurity stocks.
York Space Systems (NYSE: YSS) has successfully launched its initial public offering, marking a significant milestone as it begins trading on the New York Stock Exchange. The move is set to accelerate the company's expansion in satellite manufacturing and solidify its position as a key contractor for U.S. national security and defense programs in orbit.
Defense electronics specialist Mercury Systems (MRCY) is set to report quarterly results after Tuesday's close, with analysts projecting a revenue dip despite recent stock strength and positive industry tailwinds.
A revised price target for Haivision Systems (TSX:HAI) is shifting the investment narrative, prompting a closer look at the video streaming technology firm's prospects amid evolving market conditions.
