Silicom Ltd. (SILC ) on October 29, 2026 reported financial results for the third quarter ended September 30, 2026, posting revenue of $26.7 million, up 71% from $15.6 million in the same quarter of 2025, and a return to non-GAAP profitability. The Kfar Sava, Israel-based networking hardware company also…
For the first quarter of fiscal year 2027 (ended October 2, 2026), Seagate Technology reported revenue of $4.233 billion, marking a significant year-over-year revenue increase of 61.0%. This revenue figure clearly exceeded the market consensus estimate of $4.14 billion. Additionally, adjusted diluted EPS (non-GAAP) reached $7.68, finishing…
Cohu Q3 2026 earnings call insights: rising HPC revenue outlook, $1B pipeline, and 2027 growth targets. Earnings Call Insights: Cohu (COHU) Q3 2026 CEO Luis Müller said the quarter showed “solid third quarter progress as high-performance computing adoption accelerated and recurring revenue growth strengthened,” highlighting revenue…
Seagate Technology Holdings (STX) drew a ratings downgrade and a slew of price target cuts on Wednesday, with analysts flagging weaker-than-expected shipment growth, valuation concerns, and potential increases in industry supply. Summit Insights downgraded the stock to ‘Hold’, citing a…
Seagate (STX) stock fell 4% to $643.59 in premarket trading Wednesday. The drop followed a record quarter. Seagate Technology Holdings plc, STX The stock had gained 4% in regular trading Tuesday. It still sits 42% below its June 22 closing high. Seagate earned adjusted $7.68 a…
Seagate stock dip may be a buying opportunity as analysts cite strong HDD pricing, rising December shipments, and improving demand visibility. Seagate Technology (STX) declined by pre-market trading on Wednesday following its first-quarter fiscal 2027 results, but financial analysts view the…
Seagate locked in customers through 2030 and posted record free cash flow, yet the stock dropped after hours on results that looked strong on paper. Something underneath the numbers is making investors nervous. On the Seagate Technology (NASDAQ:STX | STX Price…
Seagate just posted record earnings and guided well above Wall Street expectations, yet the stock cratered anyway. One analyst sees a path to 140% gains from here, but the market is sending a very different signal. Seagate Technology (NASDAQ:STX | STX…
Management Says Shortages Held Back Lam Research’s Sales Forecast Management has said Lam’s revenue forecast for the December 2026 quarter would have been a bit higher if not for near-term supply chain constraints. During the company’s fiscal first-quarter 2027 call on October…
Seagate posted blowout Q1 2027 earnings, but valuation risk after a huge rally clouds upside. Read here for a detailed analysis of STX stock. - Seagate Technology delivered exceptional Q1 2027 results, with revenue up 61% and adjusted EPS nearly tripling, but shares dropped 7% post-earnings. - Despite…
Lam Research and Semiconductors: hiring, expansion, leadership and results.
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