Sharemaestro Newsreel

“The Bottleneck Isn’t the Chips Anymore”: Goldman Sachs Says These Are AI’s Next Big Winners

Quick Read Sung Cho at Goldman Sachs picks Lumentum (LITE), up 600% in one year, and Coherent (COHR) as AI infrastructure rotates from GPUs to optical connectivity. Optical capacity is extremely hard to scale while inference demand accelerates, giving connectivity stocks longer trade duration …

Liquidity Mapping Around (ITRN) Price Events

This article analyzes Ituran Location And Control Ltd. (ITRN) using AI models to provide liquidity mapping and trading strategies. It identifies weak near-term sentiment but strong long-term support, offering position, momentum breakout, and risk hedging strategies with specific entry, target, and stop-loss levels. The …

Trimble Introduces Trimble Arc Agent to Safely Automate Manual Workflows for Global Supply Chains

Trimble has introduced Trimble Arc Agent, an AI-powered solution designed to automate manual office workflows for transportation and logistics organizations. This single, high-performance AI agent aims to reduce reliance on multiple disconnected AI tools and free up human teams to focus on higher-level strategy. …

US Stock Market Today: S&P 500 Futures Edge Higher As Rate Hike Fears Ease

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. The Morning Bull - US Market Morning Update Tuesday, Aug, 11 2026 US stock futures are slightly higher this morning, with E-mini S&P …

MKS Inc. $MKSI Shares Sold by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. reduced its stake in MKS Inc. (NASDAQ:MKSI) by 35% in the second quarter, selling 12,902 shares. Despite this sale, the institutional investor still holds 24,009 shares valued at approximately $10.7 million, contributing to the 99.79% institutional ownership of the company. …

ESE Q2 Deep Dive: Backlog and Utility Demand Drive Upbeat Outlook Amid Revenue Miss

ESE Q2 Deep Dive: Backlog and Utility Demand Drive Upbeat Outlook Amid Revenue Miss Engineered products manufacturer ESCO (NYSE:ESE) fell short of the market's revenue expectations in Q2 CY2026, but sales rose 14.4% year on year to $339 million. On the other hand, the …

How Investors May Respond To Vontier (VNT) Raising 2026 Sales Outlook After Major Buyback

In early August 2026, Vontier Corporation reported second-quarter results showing lower year-on-year sales and earnings, while completing a sizeable US$1,170.48 million share repurchase program covering 36,800,000 shares since 2021. Despite the weaker quarterly comparisons, management raised full-year 2026 sales guidance to US$3,000 million–US$3,050 million …

5 Revealing Analyst Questions From Novanta’s Q2 Earnings Call

5 Revealing Analyst Questions From Novanta's Q2 Earnings Call Novanta's second quarter was marked by broad-based organic growth across all business units and a favorable response from the market. Management attributed the strong results to both an acceleration in new product revenue—up more than …

MKS Instruments Inc (MKSI) Earnings Forecast: Future EPS & Revenue Growth Estimates

Oil prices hold steady after jumping 5%, while Asian shares are mixed

BANGKOK (AP) — Shares were mixed in Asia, while oil prices were holding steady Tuesday after jumping the day before as uncertainty persisted over when the Strait of Hormuz could reopen and get the global flow of crude going again. U.S. futures edged higher. …

Varex Imaging Agrees to Teledyne All-Cash Acquisition

Varex Imaging has agreed to be acquired by Teledyne Technologies in an all-cash deal valued at approximately $1.1 billion. The acquisition, pending shareholder and regulatory approvals, will result in Varex becoming a wholly-owned subsidiary of Teledyne and its delisting from Nasdaq in early 2027. …

Mesa Laboratories Inc (MLAB) (Q1 2027) Earnings Call Highlights: Margin Expansion and Debt ...

Mesa Laboratories Inc. (MLAB) reported its Q1 2027 earnings, showing a 1% increase in total revenue to $60.1 million and a significant 16.5% rise in adjusted operating income. The company achieved margin expansion and reduced its net leverage ratio to 1.85x by repaying $8.7 …

GPRO Stock Gains After-Hours On Possible Sale Or Merger: Retail Has Eyes On Meta And Garmin

Coherent (COHR) Reports Q2: Everything You Need To Know Ahead Of Earnings

Coherent (NYSE:COHR) is set to announce its Q2 earnings this Wednesday after market close. The company has a history of exceeding analyst expectations and is projected to see a 30% year-over-year revenue growth this quarter. Investors will be watching closely as the electronic components …

Arbe to Participate in the 2026 Jefferies Semiconductor, IT Hardware & Communications Technology Conference

Arbe Robotics Ltd. announced that its President, Kobi Marenko, will be meeting with investors at the 2026 Jefferies Semiconductor, IT Hardware & Communications Technology Conference in Chicago on August 25-26, 2026. Investors can schedule one-on-one meetings with management. Arbe is a global leader in …

The Bull Case For Vontier (VNT) Could Change Following A Massive Buyback And Updated 2026 Guidance

Vontier Corporation recently reported its second-quarter 2026 results, announcing sales of US$756.7 million and net income of US$27.4 million. The company also updated its full-year and third-quarter sales guidance and completed a US$1.17 billion share repurchase program, retiring nearly 24% of its shares. This …

Trimble Second Quarter Earnings Call and Webcast

Trimble (Nasdaq: TRMB) announced it will host a conference call on Wednesday, August 12, 2026, at 8 a.m. ET to discuss its second-quarter 2026 financial results. The call will be broadcast live online, and analysts can register to receive dial-in details via email. Trimble …

Mesa Laboratories targets 1.5–1.75x net leverage by fiscal 2027 exit while resetting Gyrolab launch to fiscal 2028

Earnings Call Insights: Mesa Laboratories (MLAB) Q1 2027 MANAGEMENT VIEW * CEO Siddhartha Kadia framed his first call around execution fixes and capital allocation, saying, "Mesa is a set of durable, regulation embedded franchises with real and growing earnings power that had fixable execution …

Quanex, Titan International, ESCO, Boise Cascade, and ChargePoint Stocks Trade Up and Down, What You Need To Know

Quanex, Titan International, ESCO, Boise Cascade, and ChargePoint Stocks Trade Up and Down, What You Need To Know What Happened? A number of stocks traded in opposite directions in the afternoon session after the July jobs report showed an unexpected loss of 23,000 jobs, …

Coherent Earnings Preview: Can AI Optics Keep the Momentum Going?

Coherent (COHR.US) is set to report its fiscal Q4 2026 earnings, with focus on whether strong AI optical demand can sustain revenue growth and translate into higher margins. Key areas to watch include datacenter and communications segment revenue nearing $1.5 billion, gross margin surpassing …

Cognex Corp (CGNX) Shares Fall 3.8% -- What GF Score of 72 Tells Investors

Cognex Corp (CGNX) shares dropped 3.8%, making its current price of $64.36 23.7% above its GF Value of $52.05, suggesting the stock is "Modestly Overvalued." The company has a GF Score of 72/100, indicating an "Above Average" quality, primarily due to strong profitability and …

Coherent Corp (COHR) Shares Fall 14.2% -- GF Value Says Still Overvalued

Coherent Corp (COHR) shares fell 14.2% to $325.15, significantly exceeding its GF Value™ estimate of $88.40, indicating the stock is 267.8% overvalued. Despite a strong GF Score™ of 82/100, driven by high growth and profitability ranks, its valuation rank is very low at 1/10. …

Mesa Laboratories (MLAB) Releases Q1 2027 Earnings: Revenue Growth but EPS Declines

FTV (FTV) holder prepares NYSE sales of compensation-vested common shares

A holder of Fortive Corp (FTV) common stock has filed a Form 144 notice indicating proposed sales on the NYSE through Fidelity Brokerage Services. The shares, acquired via restricted stock vesting in February 2025, became available for resale after August 10, 2026. This filing …

Mesa Laboratories Inc /Co/ 2026: Revenue $60.14M, EPS $0.49— 10-Q Summary

Mesa Laboratories Inc /Co/ reported its 2026 quarterly results with revenue slightly up to $60.14M from $59.54M the previous year. However, net income decreased by 40.3% to $2.83M, and diluted EPS fell by 42.4% to $0.49. The company highlighted revenue growth in Calibration Solutions …

Mesa Laboratories (MLAB) lifts Q1 margins and cash flow while net income falls

Mesa Laboratories (MLAB) reported Q1 FY2027 revenue of $60,138, a 1.0% increase year-over-year, with gross profit rising to $39,012 due to improved gross margins. Operating income more than doubled to $7,031, and operating cash flow strengthened significantly to $14,736, leading to a net debt …

Is Mesa Laboratories Inc (MLAB) Undervalued After Q1 Earnings Mi

Coherent Corp. Down Over 13%, Worst Performer in the S&P 500 So Far Today -- Data Talk

Coherent Corp. (COHR) stock is down over 13% today, making it the worst performer in the S&P 500. This follows its fiscal third-quarter results which showed a narrower-than-expected loss but lower-than-anticipated revenue, leading to a significant price target cut from Susquehanna analysts. The company …

Mesa Laboratories (NASDAQ:MLAB) Issues Earnings Results, Misses Expectations By $2.14 EPS

Sector Update: Healthcare Stocks Gain Late Afternoon

Healthcare stocks were higher late Monday afternoon, with the NYSE Healthcare Index rising 1% and the State Street Health Care Select Sector SPDR ETF (XLV) adding 1.4%.The iShares Biotechnology ETF (IBB) climbed 1%.In corporate news, Eli Lilly (LLY) received UK authorization for Silver Upgrade …

Coherent (COHR) Stock Is Tumbling Today After Massive Optics vs. Memory Debate on Social Media This Weekend

Coherent (COHR) stock dropped 11.63% today, sliding from recent gains of 44.22% over the past week and 105.41% year to date. This decline is attributed to profit-taking ahead of its Q4 FY2026 earnings report, rather than a negative catalyst, and follows a social media …

2 Industrials Stocks to Research Further and 1 We Avoid

2 Industrials Stocks to Research Further and 1 We Avoid Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), …

Wrap Technologies (NASDAQ: WRAP) Positions Non-Lethal Innovation at the Center of Public Safety Reform

Wrap Technologies (NASDAQ: WRAP) is at the forefront of a shift in public safety, providing non-lethal innovation to law enforcement. The company's "Non-Lethal Response(TM)" platform integrates remote restraint, training, and evidence management, moving beyond standalone products to a connected ecosystem. This approach aims to …

ESCO Technologies 3Q 2026: Revenue $339.03M, EPS $1.26— 10-Q Summary

ESCO Technologies reported strong third-quarter 2026 results, with revenue reaching $339.03 million and diluted EPS at $1.26, reflecting year-over-year growth. This performance was primarily driven by strength in its aerospace & defense and Test segments, along with improved margins despite some acquisition and restructuring …

ESCO Technologies (NYSE: ESE) grows sales and cash flow, plans $2.35B Megger deal

Stocks making the biggest moves midday: NetApp, Intel, Apple, Doximity, Verisk Analytics & more

Check out some of the companies making the biggest moves midday: MarineMax — The boat and yacht retailer soared 46% after agreeing to be sold to Blackstone Infrastructure's Safe Harbor Marinas for $53 a share in cash, or $1.5 billion. The deal's expected to …