Shares of Monolithic Power Systems (MPWR) have soared over 230% in five years, but new analysis suggests the semiconductor leader's stock may now be trading at a significant premium. Investors are weighing whether the rally has outpaced fundamentals.
Allegro MicroSystems (ALGM) reported strong fourth-quarter results, with revenue surging 29% year-over-year to $229.2 million, surpassing analyst expectations. The chip designer's growth was fueled by record data center sales and robust demand in automotive, particularly for electric vehicles and ADAS.
Shares of Advanced Drainage Systems (NYSE: WMS) have shown resilience amid recent market volatility, posting solid long-term gains. With a fair value estimate suggesting potential upside, investors are weighing the stock's premium valuation against its growth trajectory in the construction sector.
Allegro MicroSystems (ALGM) has restructured its credit facilities, securing $285 million in new term loans maturing in 2030. The move provides the semiconductor firm with fresh capital for corporate initiatives as it navigates a capital-intensive sector while maintaining a premium market valuation.
OSI Systems posts record Q2 revenue and lifts full-year EPS guidance, navigating softness in security bookings and healthcare challenges with optimism for a stronger second half.
Allegro MicroSystems, Inc. (NASDAQ: ALGM) surged nearly 10% to a two-year peak after reporting a profitable third quarter and raising its sales forecast, fueled by robust demand in automotive and industrial sectors.
Veeva Systems' stock has faced recent pressure, declining over 11% in the past year. A deep dive into its valuation reveals a stark contrast: a discounted cash flow model suggests significant upside, while its premium P/E ratio tells a more cautious tale. We examine the numbers and what they mean for investors eyeing the life sciences cloud leader.
U.S. defense technology firms, buoyed by battlefield experience in Ukraine and surging investment, are making a concerted push into Asian markets at the Singapore Airshow. Their advanced unmanned systems and AI-powered platforms are being pitched as critical solutions for nations wary of China's expanding military footprint.
A Médecins Sans Frontières hospital in Jonglei state was hit in a night-time air raid, destroying critical supplies and forcing staff to flee. The attack, which the NGO says was carried out by government forces, exacerbates a healthcare crisis for hundreds of thousands amid renewed conflict and mass displacement.
Alibaba's logistics arm Cainiao is accelerating its automation push through a strategic partnership with Zelos Technology, focusing on developing L4 autonomous driving systems and a new 'RoboVan Super Carrier' for unmanned freight, signaling a significant bet on the future of last-mile delivery.
Following its transformative $4.1 billion acquisition of BlueHalo, AeroVironment (AVAV) is emerging as a key player in the next generation of defense technology. With soaring contract values and a strategic pivot to integrated multi-domain systems, the company stands to benefit from rising global defense budgets focused on drones and electronic warfare.
United Airlines will conduct a planned system-wide technology upgrade in early February, temporarily halting most online services for over three hours as it migrates its core reservation system.
A wave of selling pressure hit the software sector Wednesday morning, dragging down shares of several prominent firms. The sell-off appears driven by investor concerns over AI's disruptive potential and a strategic shift toward companies seen as having stronger AI-integrated business models.
At the SCOPE 2026 summit, Massive Bio and ConcertAI unveiled competing AI-driven platforms designed to tackle chronic inefficiencies in oncology clinical trials, from patient enrollment to study design, promising faster, more reliable pathways for new cancer therapies.
Newly released figures reveal a sharp 111% increase in unauthorized drone activity near UK defence sites in 2025, prompting an expansion of military powers to counter the aerial threat.
A deep-dive valuation analysis using a two-stage discounted cash flow model suggests Cadence's current share price may be trading at a premium to its intrinsic value, raising questions for investors in the critical EDA sector.
Ondas Holdings Inc. (NASDAQ: ONDS), through its subsidiary American Robotics, has achieved a significant milestone with its Optimus drone system being added to the Defense Contract Management Agency's (DCMA) Blue List. This designation streamlines procurement for U.S. defense and critical infrastructure missions, bolstering the company's position in the competitive autonomous systems market.
MPWR shares have surged alongside a broader chip rally, buoyed by ASML's results and bullish internal data growth forecasts for 2026. With stellar short and long-term returns, investors now grapple with conflicting valuation models amid high expectations for AI and data center demand.
Amid rising regional tensions, U.S. defense technology firms are making a concerted push into Asian markets at the Singapore Airshow, offering drones and AI systems tested in Ukraine to allies wary of China's military expansion.
Kratos Defense & Security Solutions wins new contracts worth approximately $65 million to provide advanced training systems for U.S. and allied military aircraft, highlighting its growing role in cost-effective, high-tech defense simulation.
