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Stock Analysis

Why did AIXTRON (AIXXF) pre-announce a 122% jump in orders?

Order intake was about EUR 275 million, against EUR 124.0 million in the third quarter of 2025, an increase of roughly 122 per cent. It compares with EUR 214.5 million in the second quarter of 2026, so orders were about 28 per cent higher …

Sonal Goyal | 28 October 2026

How does Akamai Technologies (AKAM) stand ahead of its 5 November results?

For the quarter ended 30 June 2026, revenue was $1.100 billion, up 5% on a year earlier. The mix matters more than the total. Security revenue rose 10% to $604.4 million, and cloud infrastructure services revenue, the release's term for compute, climbed 39% to …

Sonal Goyal | 28 October 2026

Why did ASUSTeK Computer (AKCPF) report a 94 per cent jump in profit?

All figures below come from the company's unaudited presentation and are in New Taiwan dollars. Net revenue was NT$241,056 million, up 24 per cent from NT$194,051 million in the first quarter and up 39 per cent from NT$174,018 million a year earlier.

Sonal Goyal | 28 October 2026

When will Astera Labs (ALAB) report third-quarter results?

Revenue for the quarter ended 30 June 2026 was $392.4 million, the highest quarterly revenue to date, up 27 per cent from $308.4 million in the first quarter and up 104 per cent from $191.9 million a year earlier.

Sonal Goyal | 28 October 2026

How is Allegro MicroSystems (ALGM) positioned for its 29 October results?

For the quarter ended 26 June 2026, net sales were $259.2 million, up 27% from $203.4 million a year earlier. Automotive sales were $165.3 million, or 63.8% of the total, up 15%. Industrial and other sales were $93.9 million, up 59%. The chief executive …

Sonal Goyal | 28 October 2026

How will Alkami Technology (ALKT) report on 28 October?

Revenue for the quarter ended 30 June 2026 was $129.8 million, up 15.9% from $112.1 million a year earlier. The company reported aGAAPnet loss of $8.9 million, narrower than the $13.6 million loss in the second quarter of 2025. Adjusted EBITDA was $19.4 million, …

Sonal Goyal | 28 October 2026

How far can subscription security growth lift Allot Ltd (ALLT)?

Revenue was $27.7 million, up 15% from $24.1 million a year earlier. The company described it as a fourth consecutive quarter of double-digit growth. GrossMarginwas 71.3% on aGAAPbasis and 71.8% non-GAAP. On the earnings call, management said the non-GAAP margin was down from 73.4% …

Sonal Goyal | 28 October 2026

How has Alarm.com Holdings (ALRM) reshaped its balance sheet after repaying $500 million of notes?

Total revenue was $277.7 million, up 9.2% from $254.3 million a year earlier. The recurring line, SaaS and license revenue, rose 11.1% to $188.8 million, so recurring software is growing faster than the group as a whole. The mid-point of third-quarter guidance, about $189.9 …

Sonal Goyal | 28 October 2026

Why does Applied Materials (AMAT) matter to chip investors as 12 November nears?

Revenue was $9.115 billion, up 25 per cent from $7.302 billion a year earlier.GAAPearnings per share were $3.17, up 43 per cent from $2.22, while non-GAAP earnings per share rose 41 per cent to $3.50 from $2.48.

Sonal Goyal | 28 October 2026

How is Ambarella (AMBA) narrowing its losses as revenue grows 17%?

Revenue was $100.4 million, up 16.9% from $85.9 million in the same quarter a year earlier.Gross Profitwas $58.6 million, aMarginof about 58.4%, compared with about 60.0% a year earlier, so margin slipped by roughly 1.6 percentage points even as sales grew. SEC data show …

Sonal Goyal | 28 October 2026
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