Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

Analog Devices' industrial and data center growth, strong margins and AI exposure may justify its premium valuation despite near-term volatility.

Texas Instruments' surging free cash flow, lower capital spending and stronger growth boost its capacity for dividends and share buybacks.

MPWR's AI and server demand is lifting earnings and estimates, but a 44.1X forward multiple and limited margin expansion raise the bar for investors.

MPWR lifts its 2026 Enterprise Data growth floor to 130% as AI and server demand surge, while new data-center products widen its growth opportunity.

Lumentum's Q4 earnings and revenues surge as cloud and AI demand drives record transceiver shipments and 1.6T product shipments begin.

SMCI posts a 315% earnings jump and 93% revenue growth, fueled by AI demand, record orders and a strong fiscal 2027 outlook.

Analog Devices (ADI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analog Devices has had an impressive run over the past six months as its shares have beaten the S&P 500 by 8.9%. The stock now trades at $390.17, marking a 20% gain. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Analog Devices stock has delivered very strong returns over the past few years, yet on current checks it does not screen as a bargain. After a 5 year gain of 152.2% and a 1 year return of 68.3%, the question is how much of the good news is already reflected in the share price. Over the past 5 years, Analog Devices has returned 152.2%, which puts recent pricing into focus for anyone thinking about new money going into the stock. Investor expectations around the company’s long term demand for...

Analog Devices has notably outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

Silicon Labs (SLAB) delivered earnings and revenue surprises of +5.97% and -1.26%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

MNDY tops Q2 estimates as revenues rise 22%, operating margin expands and AI product ARR doubles from Q1 amid growing enterprise traction.
Analog Devices (ADI) concluded the recent trading session at $383.93, signifying a -1.54% move from its prior day's close.
ACM Research's Q2 earnings and revenues beat estimates, while strong orders and new products support growth and lifted 2026 guidance.
Analog Devices is heading into earnings on AI momentum, with investors watching whether results justify lofty expectations.
nLIGHT's Q2 2026 earnings and revenues beat estimates as record aerospace and defense demand fueles strong product sales and margin gains.
GEN beats Q1 earnings and revenue estimates, posts double-digit bookings growth, and raises fiscal 2027 guidance as demand stays strong.
American Superconductor's Q1 sales rise 30% and beat estimates, but earnings decline 44.8% as Comtrafo costs, labor and product mix pressure margins.
SABR's Q2 revenues rise 4% on Marketplace growth, while its loss widens, and stronger EBITDA and cash flow support a higher 2026 outlook.
TEAM tops Q4 earnings and revenue estimates as subscription, cloud and AI platform growth fuel enterprise momentum and support fiscal 2027 outlook.
MACOM Technology's Q3 fiscal 2026 earnings and revenues beat estimates as broad-based growth, led by data center demand, lifts sales 35.8%.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...
The average brokerage recommendation (ABR) for Analog Devices (ADI) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
DOX matches Q3 FY26 earnings estimates as managed services hit record sales and fiscal 2026 targets remain intact.
AVT's fourth-quarter fiscal 2026 earnings surge as broad-based demand, record segment sales and margin gains fuel a strong beat.
ATEX's fiscal Q1 revenues might have risen on higher spectrum demand, supported by Lynk satellite tests and Benton County's private wireless deployment.
Veeco Instruments tops Q2 earnings and revenue estimates as AI-driven demand, strong orders and customer engagement fuel growth despite margin pressure.


