Sharemaestro Newsreel

TTMI Q2 Earnings Call Highlights AI Demand

TTM Technologies (TTMI) reported strong Q2 2026 earnings, surpassing analyst estimates, driven by increased demand in artificial intelligence and defense sectors. The company raised its full-year 2026 guidance, expecting higher net sales and earnings per share. TTM is expanding its N+M interconnect board production …

Sei Investments Co. Purchases 8,924 Shares of Vicor Corporation $VICR

Sei Investments Co. increased its holdings in Vicor Corporation by 50.3% in the first quarter, acquiring an additional 8,924 shares, bringing its total to 26,673 shares valued at $4.29 million. Despite this, company insiders have been selling off shares, with 345,347 shares worth $111.2 …

Celestica CLS Stock Wobbles On $3B Share Offerings

Celestica Inc. (CLS) shares have dropped by 14.55% following the announcement of two separate $3 billion share offerings. These offerings, one for treasury common shares and another as a spot secondary offering, are intended to fund working capital, capital expenditures, and general corporate purposes, …

Quantinno Capital Management LP Acquires 10,164 Shares of Celestica, Inc. $CLS

Quantinno Capital Management LP increased its stake in Celestica, Inc. (NYSE:CLS) by 73.7% in the first quarter, purchasing an additional 10,164 shares, bringing its total holdings to 23,954 shares valued at $6.75 million. Other institutional investors also significantly adjusted their positions in Celestica. Despite …

Chapin Davis Inc. Takes Position in Flex Ltd. $FLEX

Chapin Davis Inc. recently acquired 97,607 shares of Flex Ltd. (NASDAQ:FLEX) in the second quarter, valuing its new position at approximately $15.8 million and making it the fund's ninth-largest holding. Institutional investors own a significant 94.3% of Flex, while analyst sentiment remains largely positive …

Mouser Now Stocking TE Connectivity's AMPFOIL ULTRA Connectors for Battery Energy Storage Systems (BESS) and Automotive Powertrains

Mouser Electronics has expanded its inventory to include TE Connectivity's AMPFOIL ULTRA connectors, which are designed for high-density FFC and FPC applications. These connectors feature a dual foil plug design, compact pitch, secure positive locking mechanism, and meet stringent vibration and automotive standards, making …

Daktronics (DAKT) Stock May Be 5% Overvalued As Cash Flow Catches Up

Daktronics (DAKT) stock has seen significant 5-year returns but is now trading close to its intrinsic value based on a Discounted Cash Flow (DCF) estimate, suggesting it is about 5% overvalued. While market multiples indicate some undervaluation, the overall picture is mixed, with the …

Plexus Corp. $PLXS Shares Purchased by Amundi

Amundi increased its stake in Plexus Corp. ($PLXS) by 143% in the first quarter, now owning 31,294 shares valued at $6.34 million, making them one of several institutional investors to adjust their positions. Plexus reported strong quarterly results, exceeding analyst expectations with $2.32 EPS …

Astera Labs and Amphenol: Quiet AI Capex Tax Collectors to Know Before Others Catch On

The article analyzes Astera Labs (ALAB) and Amphenol (APH) as beneficiaries of AI infrastructure spending. Astera Labs, focused on AI fabric silicon, saw revenue double year over year, while Amphenol, with diversified offerings, grew 55% to $8.76 billion. The author suggests Astera offers higher …

LSI Industries Inc (LYTS) Earnings Forecast: Future EPS & Revenue Growth Estimates

TTM Technologies (TTMI) Earnings Date and Reports 2026 $TTMI

Owens Corning (OC) Stock Rallies On 24% Margin As Valuation Questions Linger

NEON Q2'26 Earnings: revenue estimate is 876.00K USD

Neonode Inc. (NEON) is expected to announce its Q2'26 earnings on August 12, with a revenue estimate of $876,000 and an anticipated EPS of -$0.11. The article provides a table detailing past reported and estimated revenues and EPS, along with surprise percentages. These financial …

Are Wall Street Analysts Bullish on Flex Ltd. Stock?

Flex Ltd. (FLEX) has significantly outperformed the broader market and its industry benchmark over the past year, driven by strong demand for its AI infrastructure solutions. Following robust Q1 2026 earnings, analysts have a "Strong Buy" consensus rating for FLEX, with a mean price …

Flex Ltd. (FLEX) stock price, news, quote and history

This article provides a comprehensive overview of Flex Ltd. (FLEX) stock, including its current price, historical data, and financial performance. It details the company's business segments, analyst ratings, and compares its returns against the S&P 500. The information presented is current as of August …

Articles from Celestica Inc.

Celestica Inc. has announced the pricing of an equity offering of 9,677,419 common shares at $310 per share, expected to generate $3 billion in gross proceeds. This offering aims to accelerate growth and fund investments in the company's business to meet high multi-year demand …

Rogers (ROG) Could Be 28% Undervalued Following Strong Earnings And Higher Sales Guidance

Plexus (PLXS) Is Up 15.1% After Record Q3 Sales And Higher Q4 Guidance Has The Bull Case Changed?

Plexus (PLXS) recently reported record Q3 2026 revenue of US$1.30 billion and provided strong Q4 guidance, sending its stock up 15.1%. The company's focus on complex electronics, combined with ongoing share repurchases, supports its investment narrative, though investor awareness of potential demand setbacks due …

Vicor Corp (VICR) Stock Down 3.1% but Still Overvalued -- GF Sco

Vicor Corp (VICR) shares dropped 3.1% to $219.08, yet GuruFocus assesses the stock as "Significantly Overvalued" with a GF Value™ of $61.44. Despite a strong GF Score™ of 81/100, reflecting robust growth and profitability, its valuation rank is low at 1/10, indicating a significant …

Fabrinet (FN) Capacity Expansion Story Meets A Wide Fair Value Debate

Fabrinet (FN) has experienced recent stock volatility, including a 26% gain in the past week, sparking debate over its fair value. While one narrative suggests the company is 28.7% undervalued at $732.44 due to capacity expansion and AI opportunities, another SWS DCF model indicates …

TTM Technologies (NASDAQ:TTMI) Reports Bullish Q2 CY2026, Provides Optimistic Revenue Guidance for Next Quarter

TTM Technologies (NASDAQ:TTMI) reported a strong Q2 CY2026, exceeding Wall Street's revenue and EPS estimates with sales up 37.4% year-on-year to $1.00 billion and adjusted EPS of $0.99. The company also provided optimistic revenue guidance for the next quarter, significantly above analyst expectations. This …

JBL4934570 Bond Profile — Key Metrics

This article provides a bond profile for Jabil Inc.'s JBL4934570 bond, detailing key metrics such as its 3.6% coupon rate and maturity date of January 15, 2030. It also outlines Jabil Inc.'s business operations through its Electronics Manufacturing Services (EMS) and Diversified Manufacturing Services …

Allient Names Aug. 19 Record Date for $0.04 Cash Payout

Allient Inc. (Nasdaq: ALNT) announced that its Board of Directors has approved a quarterly cash dividend payment of $0.04 per share. The dividend will be payable on September 2, 2026, to stockholders of record as of the close of business on August 19, 2026. …

TTM Technologies rises after AI demand fuels record quarter (TTMI:NASDAQ)

TTM Technologies (TTMI) saw its stock rise after reporting record second-quarter revenue and earnings that surpassed Wall Street estimates. The company, a manufacturer of printed circuit boards, attributed its strong performance to increased demand from AI infrastructure, particularly in data center and networking markets. …

Gabelli entities report 5.75% CTS Corp (CTS) ownership in 13D/A

Gabelli-affiliated investment advisers and related entities have filed an amended Schedule 13D, disclosing a 5.75% beneficial ownership stake in CTS Corp, totaling 1,642,367 common shares out of 28,556,195 outstanding shares as of June 30, 2026. This stake is primarily held by GAMCO Asset Management …

TTM TECHNOLOGIES ($TTMI) Releases Q2 2026 Earnings, Stock Rises

Vicor director Jason Carlson sells $220k in stock

Vicor director Jason Carlson sold 800 shares of common stock for $220,071 on May 6, 2026, acquired through the exercise of non-qualified stock options. Despite the shares surging 536% over the past year, InvestingPro analysis indicates the stock is currently overvalued. Following these transactions, …

Earnings Flash (ALNT) Allient Inc. Posts Q2 Adjusted EPS $0.80 per Share, vs. FactSet Est of $0.61

Allient Inc. (ALNT) reported its Q2 adjusted EPS at $0.80 per share, significantly surpassing FactSet's estimate of $0.61. The company also announced Q2 revenue of $153.8 million, which exceeded FactSet's expectation of $145.7 million. Additionally, Allient Inc. approved a quarterly cash dividend of $0.04 …

Earnings Flash (TTMI) TTM Technologies, Inc. Posts Q2 Adjusted EPS $0.99 per Share, Vs. FactSet Est of $0.89

TTM Technologies, Inc. (TTMI) announced its Q2 adjusted EPS of $0.99 per share, surpassing the FactSet estimate of $0.89 per share. This indicates a stronger financial performance than anticipated by analysts.

Allient Declares Quarterly Cash Dividend

Allient Inc. announced that its Board of Directors approved a quarterly cash dividend payment of $0.04 per share. The dividend is payable on September 2, 2026, to stockholders of record as of August 19, 2026. Allient, a global engineering and manufacturing enterprise, has approximately …

Richardson Electronics Director James Benham disposes of 9,836 common shares for $181,966‬

James Benham, a director at Richardson Electronics, sold 9,836 common shares for $18.5 each on August 3, after exercising employee stock options for the same number of shares at prices between $15.51 and $15.6. Following these transactions, Benham directly owns 22,365 shares. This information …

BlackRock, Inc. Reduces TTM Technologies Inc (TTMI) Stake -- Shares Remain Significantly Overvalued on GF Value

BlackRock, Inc. significantly reduced its stake in TTM Technologies Inc (TTMI) by selling over 3.5 million shares at $187.02 each, a 25.75% reduction. Despite this sale, BlackRock still retains 9.80% of TTMI's outstanding shares. GuruFocus classifies TTMI as "Significantly Overvalued" with a GF Value …

Jabil (JBL) director N. V. Tyagarajan purchases 500 shares at 299.6299

Jabil Inc. director N. V. Tyagarajan purchased 500 shares of Jabil common stock at a price of $299.6299 per share on July 17, 2026. This open market transaction increased his direct holdings to 3,464 shares. The purchase, valued at approximately $150,000, was reported in …

CFO Alan Edrick receives 8,514 RSUs at OSI Systems (OSIS)

OSI Systems (OSIS) CFO Alan Edrick was granted 8,514 restricted stock units (RSUs) of common stock, valued at $221.39 per share. This performance-based award increases his direct holdings to 304,044 shares and was issued under the company's Amended and Restated 2012 Incentive Award Plan. …

Methode Electronics (NYSE:MEI) Shares Up 14.5% - Should You Buy?

Ouster, Inc. SEC Filing (Aug 5, 2026)

This article details an SEC Form 144 filing by Ouster, Inc. (OUST) on August 5, 2026, concerning a proposed sale of 1386 shares of common stock with an aggregate market value of $64,421.28. The securities were acquired on August 4, 2025, as restricted stock …