Advanced Energy Industries Inc AEIS

Zacks Investment Research 10 nov

Qualys reported Q3 2026 non-GAAP EPS of $2.12, up 14% YoY and beating consensus estimates by 8.72%, with revenues rising 10.7% to $188M. The company benefited from strong federal government demand, channel revenues jumping 24%, and international growth of 15%. Qualys raised full-year 2026 revenue guidance to $736.9-$738.9M and non-GAAP EPS outlook to $8.07-$8.14, while maintaining healthy profitability and generating strong cash flow.

Zacks Investment Research 9 nov

Advanced Energy Industries (AEIS) has declined 11.3% over the past week but shows signs of potential trend reversal with a hammer chart pattern formation. Wall Street analysts have increased consensus EPS estimates by 11.1% over the last 30 days, and the stock holds a Zacks Rank #1 (Strong Buy) rating, suggesting improving company prospects and potential near-term outperformance.

Zacks Investment Research 6 nov

MACOM Technology Solutions (MTSI) reported Q4 fiscal 2026 adjusted earnings of $2.09 per share, beating estimates by 4.5%, with revenues of $424.8 million up 62.7% year-over-year. Data center revenues hit a record $188.1 million, up 37% sequentially, driven by high-speed optical demand. The company targets 80% data center revenue growth and operating margins exceeding 40% in fiscal 2027, with strong guidance for Q1 fiscal 2027 revenues between $450-460 million.

Zacks Investment Research 6 nov

Atlassian (TEAM) reported Q1 fiscal 2027 earnings of $1.65 per share, up 58.7% year-over-year, beating consensus estimates. Revenues grew 23.7% to $1.77 billion, driven by Cloud revenues climbing 30.5% to $1.30 billion. The company expanded non-GAAP operating margins to 32.5% from 22.5% and raised full-year fiscal 2027 revenue growth guidance to 13.75%. Strong cash flow generation and enterprise customer adoption of its AI collaboration platform supported the results.

Zacks Investment Research 6 nov

Cloudflare (NET) delivered robust Q3 2026 results with non-GAAP earnings of 38 cents per share (up 40.7% YoY) and revenues of $782.5 million (up 39.2% YoY), both beating consensus estimates. The company added 308 large customers sequentially to reach 5,006 total, with large customers now contributing 75% of revenues. AI agent requests surged over 1,700% YoY, and the developer platform reached 10 million active developers. Cloudflare raised its 2026 revenue guidance to $2.963-$2.964 billion and non-GAAP EPS outlook to $1.35, reflecting strong enterprise demand and accelerating platform adoption.