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.
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.
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.
High-performance computing specialist One Stop Systems secures a significant initial order from a major aerospace contractor for next-gen in-flight entertainment hardware, as its stock continues a remarkable year-long rally.
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.
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.
Homebuilder LGI Homes is testing a higher-specification housing model with the launch of its Monte Vista community in Modesto, California. The new single-story homes come with significant included upgrades and integrated solar energy systems, signaling a strategic shift towards energy efficiency and long-term cost-conscious buyers.
Despite a recent stock dip, ASML's record order book, driven by surging demand for advanced memory systems, points to sustained growth as AI and data center expansions create a 'perfect storm' for the lithography giant.
The medtech giant inaugurates a Centre of Excellence in Swords, aiming to accelerate development of its Atellica diagnostic systems and bolster Ireland's life sciences sector amid strategic corporate shifts.
Rising global defense budgets are accelerating the adoption of artificial intelligence in military systems, with companies racing to develop advanced sensing and threat-detection capabilities through strategic partnerships and acquisitions.
BeOne Medicines extends its collaboration with quantitative systems pharmacology firm InSysBio, aiming to optimize clinical trial dosing and mitigate cytokine release syndrome risks across its broad portfolio of 15 novel oncology assets.
As financial institutions grapple with aging core systems like Gen, experts warn that deferring modernization in hopes of a future AI fix is compounding costs, risks, and missed opportunities in a rapidly evolving digital landscape.
