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| Company | Date | Price Target | Rating | Analyst |
|---|---|---|---|---|
| 11/12/2025 | Buy → Underperform | BofA Securities | ||
| 11/12/2025 | $25.00 | Perform → Outperform | Oppenheimer | |
| 11/11/2025 | $270.00 → $340.00 | Buy | TD Cowen | |
| 11/6/2025 | Hold → Buy | Argus | ||
| 11/4/2025 | $21.00 | Buy → Hold | Stifel | |
| 10/29/2025 | $200.00 → $240.00 | Equal Weight | Barclays | |
| 10/29/2025 | $250.00 → $275.00 | Buy | Citigroup | |
| 10/29/2025 | $235.00 → $230.00 | Neutral | UBS |
4 - ICHOR HOLDINGS, LTD. (0001652535) (Issuer)
4 - ICHOR HOLDINGS, LTD. (0001652535) (Issuer)
4 - ICHOR HOLDINGS, LTD. (0001652535) (Issuer)
BofA Securities downgraded United Micro from Buy to Underperform
Oppenheimer upgraded ICHOR Corporation from Perform to Outperform and set a new price target of $25.00
TD Cowen reiterated coverage of Seagate Tech with a rating of Buy and set a new price target of $340.00 from $270.00 previously
SCHEDULE 13G/A - NetApp, Inc. (0001002047) (Subject)
SCHEDULE 13G/A - VEECO INSTRUMENTS INC (0000103145) (Subject)
SCHEDULE 13G/A - ICHOR HOLDINGS, LTD. (0001652535) (Subject)
Seagate Technology Holdings plc (NASDAQ:STX) ("Seagate" or "Company") and Seagate HDD Cayman, a subsidiary of Seagate ("Seagate HDD"), today announced that on November 12, 2025, the Company closed the previously announced privately negotiated exchanges (the "exchanges") of $500 million principal amount of Seagate HDD's 3.50% Exchangeable Senior Notes due 2028 (the "notes") for aggregate consideration consisting of approximately $503.4 million in cash and approximately 4.3 million ordinary shares of Seagate stock. The number of ordinary shares of Seagate stock issued pursuant to the exchanges was determined over the one trading day period beginning on, and including, November 5, 2025. The ex
The direct integration of Metalenz technology onto image sensors at the semiconductor foundry marks a new frontier for machine vision and artificial intelligence.Supply chain qualification and 300 mm wafer manufacturing at UMC enables rapid ramp to meet OEM demand.Breakthrough polarization-based face authentication technology ready for high-volume manufacturing, enabling secure, compact, and cost-effective biometrics for the mass market. BOSTON and HSINCHU, Taiwan, Nov. 12, 2025 (GLOBE NEWSWIRE) -- Metalenz, the leader in metasurface innovation and commercialization, and United Microelectronics Corporation (NYSE:UMC, TWSW:2303)), a leading global semiconductor foundry, today announced Met
NetApp® (NASDAQ:NTAP), the Intelligent Data Infrastructure company, today announced it has won the 2025 Americas Partner of the Year Software Development Company (SDC) Canada Award. The company received recognition among a group of top Microsoft partners for demonstrating innovation and successfully delivering customer solutions using Microsoft technologies. "We believe that being honored by Microsoft as the 2025 Americas Partner of the Year for the SDC Canada category is a powerful validation of our unmatched innovation and impact for customers across industries," said Pravjit Tiwana, Senior Vice President and General Manager, Cloud Storage and Services at NetApp. "We are the only storag
4 - Seagate Technology Holdings plc (0001137789) (Issuer)
4 - Seagate Technology Holdings plc (0001137789) (Issuer)
4 - Super Micro Computer, Inc. (0001375365) (Issuer)
Dan FitzSimons to remain at the company in an advisory capacity Company reaffirms Q3 and full-year FY26 guidance SANTA CLARA, Calif., Nov. 4, 2025 /PRNewswire/ -- Pure Storage® (NYSE:PSTG), the IT pioneer that delivers the world's most advanced data storage technology and services, today announced the appointment of Patrick Finn as its Chief Revenue Officer, responsible for leading global sales and channels, effective immediately. Finn succeeds Dan FitzSimons, who will remain at the company in an advisory capacity. The company also reaffirmed its third quarter and full-year FY26 guidance provided in its second quarter FY26 earnings announcement.
Proven Technology Leader to Drive Next Phase of Growth for Ichor Ichor Holdings, Ltd. (NASDAQ:ICHR), a leader in the design, engineering, and manufacturing of critical fluid delivery subsystems and components for semiconductor capital equipment, today announced that its Board of Directors has unanimously approved a succession plan for executive management of the company. Effective immediately, CTO Phil Barros has been promoted to chief executive officer and appointed to the company's Board of Directors. Mr. Barros' promotion to CEO comes after more than 20 years of rising through the leadership ranks at Ichor, with executive roles spanning engineering, product management, sales, account
Seagate Technology Holdings plc (NASDAQ:STX) (the "Company" or "Seagate"), a leading innovator of mass-capacity data storage, announced today that Thomas (Tom) Szlosek has been appointed to the company's Board of Directors, and to serve on the Audit and Finance Committee of the Board, effective August 23, 2025. "I am excited to welcome Tom to Seagate's Board of Directors," said Mike Cannon, Seagate's Board Chair. "Tom's deep financial expertise and broad operational experience across multiple Fortune 500 companies spanning a diverse set of industries make him a strong addition to our Board." Mr. Szlosek brings over 30 years of global financial leadership experience across the technology
SANTA CLARA, Calif., Nov. 11, 2025 /PRNewswire/ -- Pure Storage® (NYSE:PSTG), the IT pioneer that delivers the world's most advanced data storage technology and services, today announced it will host a conference call on Tuesday, December 2, at 2:00 p.m. PT to discuss its financial results for third quarter fiscal 2026 ended November 2, 2025. This conference call will be held following the release of Pure Storage's financial results. Third Quarter Fiscal 2026 Conference Call DetailsA live audio broadcast of the conference call will be available at the Pure Storage Investor Rel
Third Quarter 2025 Highlights: Revenue of $165.9 million, compared with $184.8 million in the same period last yearGAAP net income of $10.6 million, or $0.17 per diluted share, compared with $22.0 million, or $0.36 per diluted share in the same period last yearNon-GAAP net income of $21.8 million, or $0.36 per diluted share, compared with $28.3 million, or $0.46 per diluted share in the same period last year PLAINVIEW, N.Y., Nov. 05, 2025 (GLOBE NEWSWIRE) -- Veeco Instruments Inc. (NASDAQ:VECO) today announced financial results for its third quarter ended September 30, 2025. Results are reported in accordance with U.S. generally accepted accounting principles ("GAAP") and are also repor
Super Micro Computer, Inc. (NASDAQ:SMCI) ("Supermicro" or the "Company"), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced unaudited financial results for its first quarter of fiscal year 2026 ended September 30, 2025. First Quarter Fiscal Year 2026 Highlights Net sales of $5.0 billion versus $5.8 billion in Q4'25 and $5.9 billion in Q1'25 Gross margin of 9.3% versus 9.5% in Q4'25 and 13.1% in Q1'25 Net income of $168 million versus $195 million in Q4'25 and $424 million in Q1'25 Diluted net income per common share of $0.26 versus $0.31 in Q4'25 and $0.67 in Q1'25 Non-GAAP diluted net income per common share of $0.35 versus $0.73 in Q1'25 C
SC 13G - Super Micro Computer, Inc. (0001375365) (Subject)
SC 13G/A - VEECO INSTRUMENTS INC (0000103145) (Subject)
SC 13G/A - Seagate Technology Holdings plc (0001137789) (Subject)