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| Company | Date | Price Target | Rating | Analyst |
|---|---|---|---|---|
| 10/21/2025 | $152.00 → $161.00 | Outperform | Raymond James | |
| 10/21/2025 | $141.00 → $145.00 | Buy | BofA Securities | |
| 10/20/2025 | Buy → Neutral | Rosenblatt | ||
| 10/17/2025 | $165.00 | Overweight | Analyst | |
| 10/1/2025 | $23.00 | Equal Weight → Underweight | Barclays | |
| 10/1/2025 | $170.00 | Buy | TD Cowen | |
| 9/29/2025 | $90.00 → $125.00 | Buy | Rosenblatt | |
| 9/24/2025 | $215.00 → $255.00 | Buy | BofA Securities |
4 - Seagate Technology Holdings plc (0001137789) (Issuer)
4 - Seagate Technology Holdings plc (0001137789) (Issuer)
4 - Seagate Technology Holdings plc (0001137789) (Issuer)
F-3ASR - SEALSQ Corp (0001951222) (Filer)
DFAN14A - Core Scientific, Inc./tx (0001839341) (Subject)
8-K - Applied Digital Corp. (0001144879) (Filer)
Raymond James reiterated coverage of Dell with a rating of Outperform and set a new price target of $161.00 from $152.00 previously
BofA Securities reiterated coverage of Western Digital with a rating of Buy and set a new price target of $145.00 from $141.00 previously
Rosenblatt downgraded Navitas Semiconductor from Buy to Neutral
NEW YORK, Oct. 21, 2025 /PRNewswire/ -- Two Seas Capital LP ("Two Seas" or "we"), an alternative investment management firm and one of the largest shareholders of Core Scientific, Inc. ("Core Scientific" or the "Company") (NASDAQ:CORZ), today welcomed the recommendations of both leading independent proxy advisory firms, Institutional Shareholder Services Inc. ("ISS") and Glass Lewis & Co., LLC ("Glass Lewis"), that shareholders of Core Scientific vote "AGAINST" the Company's proposed sale to CoreWeave, Inc. ("CoreWeave") (NASDAQ:CRWV) (the "Proposed Merger") ahead of the Company's special meeting of shareholders, which is scheduled to be held on October 30, 2025.
SAN ANTONIO, Oct. 21, 2025 (GLOBE NEWSWIRE) -- Rackspace Technology®, a leading end-to-end hybrid cloud and AI solutions company, today announced the release of its 2025 Sustainability Report showcasing progress toward net-zero carbon emissions, enhanced operational efficiency, and global impact through strategic partnerships and innovation. The report reflects Rackspace's commitment to aligning with the United Nations Sustainable Development Goals (SDGs) and leading the cloud services industry in sustainability practices. In 2025, the Science Based Targets initiative (SBTi) validated our Greenhouse Gas (GHG) reduction targets demonstrating our measurable environmental progress aligned wit
ISS Highlights Numerous Concerns Regarding the Sale Process, Deal Structure and Valuation Agrees with Two Seas That the Board's Flawed Process Did Not Maximize Value for Shareholders NEW YORK, Oct. 21, 2025 /PRNewswire/ -- Two Seas Capital LP ("Two Seas" or "we"), an alternative investment management firm and one of the largest shareholders of Core Scientific, Inc. ("Core Scientific" or the "Company") (NASDAQ:CORZ), today applauded leading independent proxy advisory firm Institutional Shareholder Services Inc.'s ("ISS") recommendation that shareholders of Core Scientific vote "AGAINST" the Company's proposed sale to CoreWeave, Inc. ("CoreWeave") (NASDAQ:CRWV) on the terms announced on July 7
4 - APPLIED OPTOELECTRONICS, INC. (0001158114) (Issuer)
4 - APPLIED OPTOELECTRONICS, INC. (0001158114) (Issuer)
4 - APPLIED OPTOELECTRONICS, INC. (0001158114) (Issuer)
In the news release, Two Seas Capital Highlights Significant Value Upside for Core Scientific Shareholders If They Reject the Proposed Sale to CoreWeave, issued 17-Oct-2025 by Two Seas Capital over PR Newswire, three charts were inadvertently excluded by PR Newswire. The release, with the accompanying charts and the full pdf letter, follows: Two Seas Capital Highlights Significant Value Upside for Core Scientific Shareholders If They Reject the Proposed Sale to CoreWeave Issues Letter to Shareholders Citing Market Evidence Demonstrating the Proposed Transaction Substantially Undervalues Core Scientific Urges Shareholders to Vote AGAINST the Proposed Transaction on the GOLD Proxy Card NEW
Issues Letter to Shareholders Citing Market Evidence Demonstrating the Proposed Transaction Substantially Undervalues Core Scientific Urges Shareholders to Vote AGAINST the Proposed Transaction on the GOLD Proxy Card NEW YORK, Oct. 17, 2025 /PRNewswire/ -- Two Seas Capital LP ("Two Seas" or "we"), an alternative investment management firm and one of the largest shareholders of Core Scientific, Inc. ("Core Scientific" or the "Company") (NASDAQ:CORZ), today issued a letter to shareholders in connection with its opposition to the Company's proposed sale to CoreWeave, Inc. ("CoreWeave") (NASDAQ:CRWV) on the terms announced on July 7, 2025.
Scottsdale, AZ, Oct. 01, 2025 (GLOBE NEWSWIRE) -- CISO Global (NASDAQ:CISO) a leading provider of AI-powered cybersecurity software and compliance services, today announced it is well-positioned to accelerate sales growth and pursue strategic opportunities following significant steps to strengthen its balance sheet. The Company recently exchanged the last remaining investor debt into Preferred A shares, with no associated warrants. This transaction eliminated more than $9 million in debt, moving it to equity now held by two long-term supporters of CISO Global. Earlier this week, CISO Global announced a financing agreement with B. Riley that provides up to $15 million in potential growth
SAN ANTONIO, Oct. 17, 2025 (GLOBE NEWSWIRE) -- Rackspace Technology® (NASDAQ:RXT) a leading end-to-end hybrid cloud and AI solutions company, today announced that it will release its third quarter 2025 financial results after the market closes on Thursday, November 6th, 2025. Gajen Kandiah, Chief Executive Officer, and Mark Marino, Chief Financial Officer, will host a conference call on the day of the release (November 6, 2025) at 5:00 PM ET to discuss the Company's financial results. Interested parties may access the conference call as follows: To listen to the live webcast or access the replay following the webcast, please visit our IR website at the following link: https://ir.rackspac
SUGAR LAND, Texas, Oct. 16, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ:AAOI) ("AOI"), a leading provider of advanced optical and HFC networking products that power the internet, today announced that it will release financial results for its third quarter ended September 30, 2025, on Thursday, November 6, 2025. AOI will host a conference call and webcast for analysts and investors to discuss its third quarter 2025 financial results and outlook for its fourth quarter 2025 at 4:30 p.m. Eastern Time / 3:30 p.m. Central Time the same day. To participate in the call, please dial 844-890-1794 and ask to be joined to the AOI call. A live audio webcast of the conference call a
Wolfspeed, Inc. (NYSE:WOLF), the global leader in silicon carbide technology, will conduct a conference call and audio webcast to discuss its fiscal 2026 first quarter results on Wednesday, October 29, 2025, at 5:00 pm Eastern Standard Time. The call will be hosted by Robert Feurle, chief executive officer, and Gregor van Issum, chief financial officer. A live webcast of the earnings conference call along with the earnings release will be available on Wolfspeed's Investor Relations website at https://investor.wolfspeed.com. About Wolfspeed, Inc. Wolfspeed (NYSE:WOLF) leads the market in the worldwide adoption of silicon carbide technologies that power the world's most disruptive innov
SC 13G/A - WOLFSPEED, INC. (0000895419) (Subject)
SC 13G/A - WOLFSPEED, INC. (0000895419) (Subject)
SC 13D/A - Applied Digital Corp. (0001144879) (Subject)