Notícias

LOGI's Q1'27 profit surges on tariff refunds, premium-device demand and stronger mix, while a supplier shutdown clouds the near-term outlook.

Manhattan Associates tops Q2 estimates as cloud revenues jump 26%, boosting sales, profitability and 2026 guidance amid strong growth in performance obligations.

NXP (NXPI) delivered earnings and revenue surprises of +1.98% and +0.78%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

In the latest trading session, Analog Devices (ADI) closed at $365.83, marking a -1.63% move from the previous day.

Analog Devices has delivered a strong 141.5% total return over the past 5 years, yet its valuation checks and current pricing leave investors questioning whether the stock now leans expensive rather than clearly cheap. Over 5 years, Analog Devices has returned 141.5%, which puts recent gains front and center when judging how much upside might still be left in the current share price. Expectations around long term cash generation in the analog and mixed signal chip markets can support the...

F5 tops third-quarter estimates as strong systems demand, hybrid multicloud adoption and application security growth drive higher guidance.

Navitas Semiconductor beats Q2 revenue estimates as AI-driven high-power demand and a stronger third-quarter outlook reinforce its growth strategy.

APLD's fiscal Q4 revenues jump 407% on HPC growth and tenant fit-out services, even as a wider loss misses estimates. See what fueled the quarter.

AMKR tops Q2 earnings and revenue estimates as record Computing and Automotive results fuel growth across its advanced packaging portfolio.

Monolithic Power is riding AI-driven demand and expanding manufacturing capacity, but can those strengths power another earnings beat this quarter?

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Analog Devices will release its third-quarter earnings soon, and analysts anticipate a double-digit bottom-line growth.

SiTime's surging growth, expanding margins and AI exposure support the bull case, but a premium valuation and execution risks cloud its appeal.

SITM's AI timing growth could accelerate as data-center content rises, but concentration and Renesas integration risks keep execution in focus.

TXN beats Q2 estimates as earnings jump 52% and revenues rise 23%, fueled by industrial, data center and automotive demand.

After a powerful run, Texas Instruments looks like a sprinter in mid-stride, forcing investors to decide if the race is already won or just getting started.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...

Why Analog Devices Stock Is Back In Focus Analog Devices (ADI) moved higher in its latest session, outperforming the S&P 500, as investors turned their attention to an upcoming earnings report that is attracting increased interest. See our latest analysis for Analog Devices. At a share price of $382.81, Analog Devices is coming off a period where the 30 day share price return declined 11.89%, yet the year to date share price return of 39.84% and 1 year total shareholder return of 64.73% point...

In the closing of the recent trading day, Analog Devices (ADI) stood at $382.81, denoting a +2.78% move from the preceding trading day.

Is MPWR a good stock to buy? We came across a bullish thesis on Monolithic Power Systems, Inc. on Contrarian Indicator’s Substack by Cameron Fen. In this article, we will summarize the bulls’ thesis on MPWR. Monolithic Power Systems, Inc.’s share was trading at $ 1,328.80 as of July 20th. MPWR’s trailing and forward P/E were 93.92 […]

Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.

Is ADI a good stock to buy? We came across a bullish thesis on Analog Devices, Inc. on Contrarian Indicator’s Substack by Cameron Fen. In this article, we will summarize the bulls’ thesis on ADI. Analog Devices, Inc.’s share was trading at $375.18 as of July 16th. ADI’s trailing and forward P/E were 56.63 and […]

Here is how Analog Devices (ADI) and Ametek (AME) have performed compared to their sector so far this year.

Analog Devices (ADI) reached $380.53 at the closing of the latest trading day, reflecting a -2.67% change compared to its last close.

VICR is riding AI data-center demand as power density, backlog growth and expanded Fab 1 capacity make power delivery a strategic hardware bottleneck.

Vicor's AI-driven demand, rising backlog and stronger earnings support momentum, but premium valuation and execution risks leave modest upside.

VICR's AI demand, $300.6 million backlog and royalties support growth, but capacity limits and legal timing keep execution risk high.

MCHP's 35.3% YTD gain rests on inventory recovery, stronger bookings and AI data center growth, though supply chain constraints and competition remain risks.

VICR heads into Q2 earnings with raised revenue guidance, strong AI and licensing demand, and record backlog, but premium valuation raises the stakes.

VICR's manufacturing expansion aims to ease supply constraints as AI-driven demand outpaces capacity, positioning it to convert backlog into future revenue growth.