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| Company | Date | Price Target | Rating | Analyst |
|---|---|---|---|---|
| 2/12/2025 | Outperform → Mkt Perform | William Blair | ||
| 2/11/2025 | $218.00 → $259.00 | Neutral → Outperform | Mizuho | |
| 1/30/2025 | $100.00 | Neutral → Overweight | Cantor Fitzgerald | |
| 1/30/2025 | $85.00 → $91.00 | Mkt Perform → Outperform | Bernstein | |
| 1/27/2025 | $188.00 | Buy | Melius | |
| 1/17/2025 | $200.00 → $185.00 | Overweight | Barclays | |
| 1/17/2025 | $95.00 | Sector Weight → Overweight | KeyBanc Capital Markets | |
| 1/16/2025 | $274.00 | Neutral → Buy | Seaport Research Partners |
SC 13D - FIRST SOLAR, INC. (0001274494) (Subject)
SC 13G/A - SOLAREDGE TECHNOLOGIES, INC. (0001419612) (Subject)
SC 13G/A - Broadcom Inc. (0001730168) (Subject)
4 - SOLAREDGE TECHNOLOGIES, INC. (0001419612) (Issuer)
4 - SOLAREDGE TECHNOLOGIES, INC. (0001419612) (Issuer)
4 - Marvell Technology, Inc. (0001835632) (Issuer)
Fourth Quarter 2024 Highlights: Revenue of $182.1 million, compared with $173.9 million in the same period last yearGAAP net income of $15.0 million, or $0.26 per diluted share, compared with $21.6 million, or $0.37 per diluted share in the same period last yearNon-GAAP net income of $24.2 million, or $0.41 per diluted share, compared with $29.8 million, or $0.51 per diluted share in the same period last year Fiscal Year 2024 Highlights: Revenue of $717.3 million, compared with $666.4 million in the same period last yearGAAP net income of $73.7 million, or $1.23 per diluted share, compared with GAAP net loss of $30.4 million or $0.56 loss per diluted share in the same period last ye
PLAINVIEW, N.Y., Feb. 12, 2025 (GLOBE NEWSWIRE) -- Veeco Instruments Inc. (NASDAQ:VECO) announced today a NSA500™ Nanosecond Annealing system shipment to a leading-edge semiconductor company for high-volume production of 2-nanometer gate-all-around logic chips. The shipment occurred during the fourth quarter of 2024. Equally as important, the company's NSA500™ evaluation programs at two other leading-edge customers are progressing well with multiple applications being considered. Interest from additional logic and memory customers to evaluate Veeco's system also remains high. Veeco's recently launched next-generation annealing platform expands the company's overall opportunity in laser a
Q4 Highlights: Revenue of $252.4 millionOperating Margin of 21.6%Diluted earnings per share of $1.54BEVERLY, Mass., Feb. 10, 2025 /PRNewswire/ -- Axcelis Technologies, Inc. (NASDAQ:ACLS) today announced financial results for the fourth quarter and full year ended December 31, 2024. For the full year 2024, the Company reported revenue of $1.02 billion, compared with $1.13 billion for the full year 2023. Systems revenue for the year was $782.6 million, compared to $883.6 million in 2023. Operating profit was $210.8 million in 2024, compared to $265.8 million in 2023. Net income
William Blair downgraded Axcelis Tech from Outperform to Mkt Perform
Mizuho upgraded First Solar from Neutral to Outperform and set a new price target of $259.00 from $218.00 previously
Bernstein upgraded Lam Research from Mkt Perform to Outperform and set a new price target of $91.00 from $85.00 previously
Arm Holdings plc (NASDAQ:ARM) today announced the appointment of Eric Hayes as executive vice president of Operations with immediate effect. Hayes will lead coordination of end-to-end execution of operational activities across multiple products and solutions, and report to Arm CEO Rene Haas. "The Arm compute platform is the most pervasive in the world, and the opportunity to drive ongoing growth across the markets in which we operate is significant," said Hayes. "I'm thrilled to work with the company's talented team and harness the collective strength and innovative spirit to accelerate Arm technology in the AI era." Hayes joins from Fungible Inc. where he held the role of CEO until it
SolarEdge Technologies, Inc. (NASDAQ:SEDG), a global leader in smart energy technology, today announced the appointment of Yoram Tietz and Gilad Almogy to its Board of Directors, effective January 6, 2025. Mr. Tietz has been appointed as chair the Board's Audit Committee, while Mr. Almogy joined the Board's Technology Committee. Yoram Tietz is a Senior Advisor to General Atlantic, a leading global growth equity investment fund where he provides strategic support and counsel for General Atlantic's investing platform in Israel. Prior to joining General Atlantic, Mr. Tietz spent 27 years at Ernst & Young (EY), including more than 15 years as Managing Partner of EY Israel. Prior to his role a
BOISE, Idaho, Jan. 02, 2025 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (NASDAQ:MU) today announced it is appointing Mike Cordano as the company's executive vice president of worldwide sales, effective immediately. Cordano will succeed Mike Bokan, who announced a few months ago his intention to retire from Micron in fiscal 2025 after more than twenty-eight years with the company. Bokan will support Cordano over the next several months to ensure a seamless transition. Cordano will report directly to Sanjay Mehrotra, President and CEO of Micron. Cordano joins Micron with a 30-year track record of success in executive leadership, driving innovative business development, and executing success
10-K - VEECO INSTRUMENTS INC (0000103145) (Filer)
SCHEDULE 13G/A - SOLAREDGE TECHNOLOGIES, INC. (0001419612) (Subject)
8-K - VEECO INSTRUMENTS INC (0000103145) (Filer)
Fourth Quarter 2024 Highlights: Revenue of $182.1 million, compared with $173.9 million in the same period last yearGAAP net income of $15.0 million, or $0.26 per diluted share, compared with $21.6 million, or $0.37 per diluted share in the same period last yearNon-GAAP net income of $24.2 million, or $0.41 per diluted share, compared with $29.8 million, or $0.51 per diluted share in the same period last year Fiscal Year 2024 Highlights: Revenue of $717.3 million, compared with $666.4 million in the same period last yearGAAP net income of $73.7 million, or $1.23 per diluted share, compared with GAAP net loss of $30.4 million or $0.56 loss per diluted share in the same period last ye
Q4 Highlights: Revenue of $252.4 millionOperating Margin of 21.6%Diluted earnings per share of $1.54BEVERLY, Mass., Feb. 10, 2025 /PRNewswire/ -- Axcelis Technologies, Inc. (NASDAQ:ACLS) today announced financial results for the fourth quarter and full year ended December 31, 2024. For the full year 2024, the Company reported revenue of $1.02 billion, compared with $1.13 billion for the full year 2023. Systems revenue for the year was $782.6 million, compared to $883.6 million in 2023. Operating profit was $210.8 million in 2024, compared to $265.8 million in 2023. Net income
Record quarterly revenue with full year revenue growth of 21% Onto Innovation Inc. (NYSE:ONTO) ("Onto Innovation," "Onto," or the "Company") today announced financial results for the fourth quarter and full year 2024. 2024 Fourth Quarter Financial Highlights Record revenue of $264 million led by advanced nodes and advanced packaging markets, delivering sixth consecutive quarter of growth. GAAP gross margin of 50% and non-GAAP gross margin of 55%, excluding acquisition and restructuring-related charges. GAAP operating income of $42 million and non-GAAP operating income of $75 million. GAAP net income of $49 million and non-GAAP net income of $75 million. GAAP diluted earni
4 - QUALCOMM INC/DE (0000804328) (Issuer)
4 - ONTO INNOVATION INC. (0000704532) (Issuer)
4 - ONTO INNOVATION INC. (0000704532) (Issuer)