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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Axcelis Technologies (ACLS) Stock Valuation After Sector Momentum Lifts Semiconductor Equipment Makers
Simply Wall St.102d agoneutral
Axcelis Technologies (ACLS) Stock Valuation After Sector Momentum Lifts Semiconductor Equipment Makers

Sector momentum lifts Axcelis Technologies (ACLS) Axcelis Technologies (ACLS) has been swept up in a broader rally across semiconductor equipment stocks, as investors respond to positive sentiment around chip manufacturing demand and capital spending, rather than company specific headlines. See our latest analysis for Axcelis Technologies. At a share price of US$180.12, Axcelis has logged a 22.4% 7 day share price return and a 109.2% year to date share price return. The 1 year total...

How The Axcelis Technologies (ACLS) Story Is Shifting With New Valuation Assumptions
Simply Wall St.115d agoneutral
How The Axcelis Technologies (ACLS) Story Is Shifting With New Valuation Assumptions

The latest analyst update on Axcelis Technologies keeps the model fair value anchored at $161, signaling no shift in the headline price target level despite refreshed assumptions in the background. Analysts are split, with bullish views arguing that the maintained $161 target reflects growing comfort with the earnings path, while more cautious voices question a stance driven primarily by valuation modeling rather than new fundamental data. As you read on, you will see how this evolving...

Sandisk Insiders Cash In on the AI Stock’s Tremendous Surge
Barrons.com132d agobullish
Sandisk Insiders Cash In on the AI Stock’s Tremendous Surge

Sandisk insiders are harvesting gains from a blistering stock rally that has been fueled by artificial-intelligence demand for the company’s memory products. A filing with the Securities and Exchange Commission shows Chief Accounting Officer Michael Pokorny sold 2,446 shares on Tuesday for $1,426.18 each, or roughly $3.5 million. Following the transaction, Pokorny directly owned 22,375 Sandisk shares, which were valued at just under $31 million based on Thursday’s closing price of $1,382.72.

Is Veeco Instruments Inc. (VECO) A Good Stock To Buy Now?
Insider Monkey134d agobullish
Is Veeco Instruments Inc. (VECO) A Good Stock To Buy Now?

Is VECO a good stock to buy? We came across a bullish thesis on Veeco Instruments Inc. on Valueinvestorsclub.com by go2bl93. In this article, we will summarize the bulls’ thesis on VECO. Veeco Instruments Inc.’s share was trading at $50.25 as of May 1st. VECO’s trailing and forward P/E were 85.17 and 29.94 respectively according to Yahoo […]

A Look At Axcelis Technologies (ACLS) Valuation After Its Recent Share Price Pullback
Simply Wall St.138d agoneutral
A Look At Axcelis Technologies (ACLS) Valuation After Its Recent Share Price Pullback

Recent performance context for Axcelis Technologies Axcelis Technologies (ACLS) has drawn investor attention after a recent 7.2% daily decline, set against a stronger pattern over the past week, month, and past 3 months. That move, combined with a last close of US$158.66 and a market value of about US$5.3b, has investors reassessing how the stock’s recent returns compare with its fundamentals. See our latest analysis for Axcelis Technologies. While the 7.2% one day share price decline stands...

Axcelis (ACLS) Q1 2026 Earnings Call Transcript
Motley Fool139d agoneutral
Axcelis (ACLS) Q1 2026 Earnings Call Transcript

David Ryzhik: Thank you, operator. This is David Ryzhik, senior vice president and interim chief financial officer, and with me today is Russell J. Low, president and CEO. Please note that comments made today about our expectations for future revenues, profits, and other results are forward-looking statements under the SEC's safe harbor provision.

Axcelis Technologies Q1 Earnings Call Highlights
MarketBeat140d agoneutral
Axcelis Technologies Q1 Earnings Call Highlights

Axcelis Technologies (NASDAQ:ACLS) reported first-quarter 2026 results that came in “slightly above our expectations,” according to President and CEO Russell Low, as the company pointed to strength in its customer support and installed base business and a meaningful uptick in memory demand. The com

CoreWeave’s Stunning Rally Creates Prove-It Moment for Earnings
Bloomberg140d agobullish
CoreWeave’s Stunning Rally Creates Prove-It Moment for Earnings

(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Paus

How The Axcelis Technologies (ACLS) Narrative Is Shifting As Growth Expectations Reset
Simply Wall St.155d agoneutral
How The Axcelis Technologies (ACLS) Narrative Is Shifting As Growth Expectations Reset

Axcelis Technologies is back in focus as analysts reset price targets into the low US$90s range, with a model fair value sitting at US$92.0. These updated targets reflect a tug of war between solid recent execution and more cautious expectations for calendar 2026 to 2028, where trimmed revenue and EPS estimates are tempering prior optimism. As you read on, you will see what is driving this evolving narrative and how to keep track of the key signals that matter. Stay updated as the Fair Value...

Small-Cap Stocks May Be About to Pull Ahead, and IJR Will Win Big
24/7 Wall St.163d agoneutral
Small-Cap Stocks May Be About to Pull Ahead, and IJR Will Win Big

For years, owning small-cap stocks felt like watching a neighbor’s party through a window. Large-cap indexes kept climbing, mega-cap technology names absorbed Wall Street’s attention, and smaller domestic companies sat quietly in the corner, undervalued and overlooked. That dynamic may finally be shifting. SPY, the large-cap proxy, returned 64% over the past three years. IJR ... Small-Cap Stocks May Be About to Pull Ahead, and IJR Will Win Big

Axcelis Technologies (ACLS) Valuation Check After Strong Recent Share Price Momentum
Simply Wall St.165d agoneutral
Axcelis Technologies (ACLS) Valuation Check After Strong Recent Share Price Momentum

Axcelis Technologies (ACLS) is back on traders’ radar after a sharp move in the share price, with the stock showing strong gains over the past month and over the past 3 months. See our latest analysis for Axcelis Technologies. The recent 30-day share price return of 32.67% and 7-day move of 16.07% suggest momentum is building, set against a 1-year total shareholder return of 134.58% and a more mixed 3-year record. If Axcelis has caught your attention, this could be a good moment to see what...