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How Varonis' New AI Agent IBAC Safeguards Within Atlas Have Changed Its Investment Story (VRNS)

Varonis Systems recently launched Agent Intent-Based Access Control (IBAC) within its Atlas platform, designed to safeguard AI agents by monitoring their reasoning, tool use, and data access. This new feature reinforces Varonis' position as a control plane for AI agents and data, potentially strengthening …

Apollo Micro Systems Q1 Results: Defence Stock Reports 88% Revenue Growth, PAT Rises 43% YoY

Cisco Systems (CSCO) Was Caught In A 2,500 Organization AI Exposure

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Cisco Systems (NasdaqGS: CSCO) is among more than 2,500 organizations reportedly affected by a major AI supply chain incident linked to LiteLLM in March 2026. …

Orion Energy Systems (OESX) Q1 2027 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 10:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer - Sally Washlow Chief Financial Officer - Per Brodin Full Conference Call Transcript Operator: Good morning, everyone, and welcome to Orion Energy Systems Fiscal 2027 …

3 Reasons CVLT is Risky and 1 Stock to Buy Instead

3 Reasons CVLT is Risky and 1 Stock to Buy Instead What a time it's been for Commvault. In the past six months alone, the company's stock price has increased by a massive 61.8%, reaching $141.82 per share. This run-up might have investors contemplating …

Cerebras Systems (CBRS): Andrew Feldman reports 9.2% beneficial stake in Class A

Andrew Feldman has reported a 9.2% beneficial ownership stake in Cerebras Systems Inc.'s Class A Common Stock as of June 30, 2026. This stake, totaling 10,397,232 shares, includes Class A shares underlying Class B Common Stock, stock options, and restricted stock units. Feldman holds …

Commvault Systems (CVLT) Explores Options After Private Equity Takeover Interest

Commvault Systems (CVLT) is reportedly exploring strategic options, including a potential sale, due to interest from private equity buyers. The company, which specializes in cyber resiliency tools, is balancing various initiatives like product integrations and share repurchases. This potential sale could influence how the …

Cerebras: 3x 2027 Revenue Guidance Changes The Valuation Debate (NASDAQ:CBRS)

Palantir-Powered Digital Twin Might Change The Case For Investing In Mercury Systems (MRCY)

Cisco vs. Broadcom: One Stock Looks Like the Better AI Play

Quick Read Broadcom's 23x P/E against 200%+ AI revenue growth undercuts Cisco's 26x for 15% total growth, making AVGO the sharper AI play over CSCO. Cisco's full-year AI orders hit $9.3 billion, nearly double its $5 billion target, as Chuck Robbins declares an AI-driven …

Sysco EVP Ronald Phillips sells $558k in company stock By Investing.com

Sysco's EVP and Chief Human Resources Officer, Ronald L Phillips, sold 6,652 shares of company stock across two transactions for approximately $558,166 on August 10 and 11, 2026. These sales, executed under a Rule 10b5-1 trading plan, followed his exercise of stock options for …

CBRS Stock Tumbles 9% After-Hours Following Mixed First-Quarter Print and Margin Warning

Pegasystems Inc. (NASDAQ:PEGA) to Issue $0.08 Special Dividend

Pegasystems Inc. (NASDAQ:PEGA) has announced a special dividend of $0.083 per share, payable on September 16th to shareholders of record on August 17th, with the ex-dividend date also being August 17th. This announcement follows the company reporting quarterly EPS of $0.35, missing analyst estimates, …

Dynacons Systems Q1FY27 EBITDA up 26% to ₹40.19 crore; declares interim dividend

Summit Global Investments Makes New Investment in Sysco Corporation $SYY

Summit Global Investments recently acquired 22,316 shares of Sysco Corporation (NYSE:SYY) valued at approximately $1.865 million. This comes as Sysco reported strong quarterly results, exceeding EPS and revenue expectations. Analyst sentiment remains mixed, with the stock holding a consensus "Hold" rating and an average …

Oppenheimer Asset Management Inc. Invests $9.43 Million in Sysco Corporation $SYY

Oppenheimer Asset Management Inc. has acquired a new stake worth $9.43 million in Sysco Corporation (NYSE:SYY) during the second quarter. This investment is part of broader institutional interest in Sysco, with several other large investors also adjusting their positions in the company. Sysco recently …

Summit Global Investments Takes Position in Cisco Systems, Inc. $CSCO

Summit Global Investments recently acquired 19,330 shares of Cisco Systems, Inc. valued at approximately $2.27 million, making it a new position for the firm. This comes as institutional investors collectively own 73.33% of Cisco's stock. Despite strong fiscal fourth-quarter results and optimistic fiscal 2027 …

Merit Medical Systems Eyes New Long-Range Plan as Growth, Margins Gain Momentum

Merit Medical Systems (MMSI) is developing a new long-range plan, building on recent revenue and margin growth under new CEO Martha. The company has reorganized its reporting structure into Foundational and Therapeutic product categories and is focusing on disciplined M&A to deepen existing market …

Aehr Test Systems (NASDAQ:AEHR) Rating Increased to Strong-Buy at Jefferies Financial Group

Jefferies Financial Group has upgraded Aehr Test Systems (NASDAQ:AEHR) to a "strong-buy" rating, joining other analysts in a bullish outlook, with a consensus price target of $136.67. The company's stock opened at $134.06 and is near its 52-week high, supported by recent AI-related orders …

Walleye Capital LLC Takes $21.04 Million Position in Landstar System, Inc. $LSTR

Walleye Capital LLC has acquired a new position of 101,750 shares, valued at $21.04 million, in Landstar System, Inc. Many other institutional investors have also adjusted their holdings in the transportation company, with institutional ownership now standing at 97.95%. Despite analysts maintaining a "Hold" …

Cass Information Systems (NASDAQ:CASS) Lowered to "Hold" Rating by Zacks Research

Zacks Research has downgraded Cass Information Systems (NASDAQ:CASS) from a "strong-buy" to a "hold" rating. Despite this, the consensus among analysts remains a "Moderate Buy" with an average price target of $58.50. The company recently reported Q2 EPS of $0.71, slightly missing estimates, and …

Trifecta Capital Advisors LLC Acquires Shares of 11,535 Cisco Systems, Inc. $CSCO

Trifecta Capital Advisors LLC recently acquired 11,535 shares of Cisco Systems, Inc. (NASDAQ:CSCO) valued at approximately $1.36 million during the second quarter. This move comes as Cisco reported strong fiscal fourth-quarter results, with revenue up 17.6% year-over-year and adjusted EPS beating estimates, driven by …

SWS Partners Takes Position in Cisco Systems, Inc. $CSCO

SWS Partners has acquired a new stake of 26,634 shares in Cisco Systems, Inc. valued at approximately $3.13 million during the second quarter. Several other institutional investors also adjusted their positions in Cisco, which recently reported strong quarterly earnings and issued optimistic guidance for …

Oppenheimer Asset Management Inc. Acquires Shares of 117,391 EPAM Systems, Inc. $EPAM

Oppenheimer Asset Management Inc. recently purchased 117,391 shares of EPAM Systems, Inc. (NYSE:EPAM) in the second quarter, valued at approximately $9.32 million. Other institutional investors have also adjusted their holdings in EPAM, with 91.58% of the stock currently owned by institutional investors and hedge …

Penn Capital Management Company LLC Makes New Investment in Aehr Test Systems $AEHR

Penn Capital Management Company LLC has made a new investment in Aehr Test Systems (NASDAQ:AEHR), acquiring 150,547 shares worth approximately $14.5 million, giving it a 0.46% stake. Institutional investors now own 69.69% of the company, which has an average "Buy" rating and a $136.67 …

Monolithic Power Systems, Inc. $MPWR Shares Purchased by Kornitzer Capital Management Inc. KS

Kornitzer Capital Management Inc. KS increased its stake in Monolithic Power Systems (NASDAQ:MPWR) by 19.9% in the second quarter, bringing its total holdings to 5,010 shares valued at $6,926,000. Other institutional investors also adjusted their positions in the semiconductor company. Wall Street analysts have …

State of Michigan Retirement System Sells 1,159 Shares of Monolithic Power Systems, Inc. $MPWR

The State of Michigan Retirement System decreased its stake in Monolithic Power Systems (NASDAQ:MPWR) by 8.3% in the second quarter, selling 1,159 shares and retaining 12,811 shares valued at $17.71 million. Several other institutional investors also adjusted their positions in MPWR. Analyst ratings for …

Mitchell Capital Management Co. Sells 1,424 Shares of Monolithic Power Systems, Inc. $MPWR

Mirabella Financial Services LLP Sells 2,798 Shares of Monolithic Power Systems, Inc. $MPWR

Monolithic Power Systems, Inc. $MPWR is Left Brain Wealth Management LLC's 8th Largest Position

Pictet Asset Management Holding SA Acquires 10,866 Shares of Aehr Test Systems $AEHR

EnerSys (ENS) Is Up 6.1% After Record Q1 Earnings, Dividend Hike And Completed Buyback Program – Has The Bull Case Changed?

EnerSys recently announced strong fiscal first-quarter 2027 results, including record revenue, net income, a 10% dividend increase, and a completed share buyback program. These results, supported by tariff refunds and tax credits, demonstrate management's confidence in the company's cash generation. The article explores how …

Monolithic Power Systems (NASDAQ:MPWR): Strong Growth with a Technical Setup

Sumitomo Mitsui Trust Group Inc. Decreases Stake in Monolithic Power Systems, Inc. $MPWR

BAE Systems (LSE:BA.) THREADS Progress Keeps Its Undervalued Narrative In Play

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. BAE Systems (LSE:BA.) is back in focus after its FAST Labs unit completed Phase 1 of DARPA's THREADS program and secured Phase 2 funding, highlighting …

Sysco (NYSE:SYY): A Dividend Quality Pick for Income-Focused Investors

Sysco (NYSE:SYY) is highlighted as a quality dividend pick due to its strong dividend rating of 7, profitability rating of 7, and health rating of 5, passing ChartMill's "Best Dividend" screen. The article details Sysco's dividend yield of 2.61%, consistent dividend history, and solid …