Marvell

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Marvell Technology, Inc. – Common

Next Earnings Date: Thursday, August 27, 2026 (After US Market Close / 1:45 PM PT)

  • Reporting Period: Q2 Fiscal Year 2027

Expected Revenue & Growth

  • Consensus Revenue Estimate: ~$2.70B – $2.71B
  • Company Guidance Range: $2.565B – $2.835B (Midpoint: ~$2.70B)
  • Prior Year Comparison (Q2 FY2026): $2.01B
  • Expected YoY Revenue Growth: ~34% to 35% YoY, powered by robust AI data center demand (electro-optics, custom silicon, and switching).

Microchip Tech

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Microchip Technology Incorporated – Common

Next Earnings Date

  • Expected Date: November 5, 2026 (after market close)
  • Period: Fiscal Q2 2027 (Quarter ending September 30, 2026)

Expected Revenue & Growth

  • Management Guidance (Q2 FY2027): $1.589 billion to $1.618 billion (midpoint: ~$1.60 billion).
  • Sequential Growth: Up 7.0% to 9.0% quarter-over-quarter.
  • Year-over-Year (YoY) Revenue Growth: Approximately +40.6% YoY (compared to $1.14 billion in Q2 FY2026).
  • Year-over-Year (YoY) EPS Growth: +125% to +165% YoY (up from $0.35 per share in Q2 FY2026).

Coherent

Posted on | by Leon Hinde | Leave a Comment on Coherent

Coherent is under Algo Engine buy conditions.

Update 13/8:

Latest Financial Results Summary (Q4 FY2026 – Reported Aug 12, 2026)

  • Quarterly Revenue: $2.05 Billion (+34% YoY)
  • Quarterly Non-GAAP EPS: $1.74 (+74% YoY)
  • Full-Year FY2026 Revenue: $7.12 Billion (+23% YoY / +28% pro forma)
  • Full-Year FY2026 Non-GAAP EPS: $5.61 (+59% YoY)

Earnings Announcement (Q4 & Full-Year FY2026): Wednesday, August 12, 2026 (Post-market)

strategic equity investment and multi-year supply agreement with NVIDIA, fortifying cash balance ($1.59 Billion in cash/equivalents) to fund capacity expansion.

Q4 FY2026 revenue guidance represents expected year-over-year top-line growth of 24.9% to 34.1%, with the midpoint implying a ~29.5% YoY expansion driven by continued momentum in AI data center optical transceivers.

Nebius

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Nebius Group

Q2 2026 Earnings Highlights

  • Revenue: $582.3 million, up 454% YoY (beating consensus estimates of ~$573.9 million).
  • Adjusted EBITDA: $236.2 million (41% EBITDA margin), up from a loss of $21.0 million in Q2 2025.

Q3 2026 Analyst Expectations: Consensus Revenue Target: ~$951.55 million.Consensus EPS Estimate: -$1.41 per share (reflecting heavy capital investments into infrastructure buildouts).

    Q4 2026 Analyst Revenue Consensus: ~$1.445 billion.

    Backlog & Contracts: Total contracted backlog stands at approximately $40 billion, backed by multi-year agreements with major hyperscalers.

      Super Micro

      Posted on | by Leon Hinde | Leave a Comment on Super Micro

      Super Micro Computer, is rated a buy, with a stop-loss at $29.33

      Update 12/8: Supermicro is stating that they expect their business to expand dramatically—nearly doubling annual revenue from $39.1 billion (achieved in FY2026) to $65.0–$72.0 billion (projected for FY2027).

      Upcoming Earnings Release (Q4 FY2026): Tuesday, August 11, 2026 (After Market Close)

      • Revenue: Expected around $11.0 Billion (representing ~91% YoY growth, at the lower end of management’s $11.0B–$12.5B guidance range due to shipment timing

      Trailing P/E trades around ~16x–17x.

      CoreWeave

      Posted on | by Leon Hinde | Leave a Comment on CoreWeave

      CoreWeave, is rated a buy with the stop loss at $85

      Update 12/8: Q2 2026 Financial Highlights; Revenue: $2.575 Billion (Up 112% YoY from $1.212B in Q2 2025), topping Wall Street estimates

      Rather than functioning as a general-purpose cloud provider (like AWS, Microsoft Azure, or Google Cloud), CoreWeave operates as a dedicated AI Hyperscaler built strictly for high-density, high-throughput AI workloads, model training, and real-time inference.

      Consensus Expectations for Q2 2026; Tuesday, August 11, 2026, after the market closes

      • Revenue Estimate: ~$2.56 Billion
      • YoY Growth: +111% (compared to $1.21 Billion in Q2 2025).

      Micron

      Posted on | by Leon Hinde | Leave a Comment on Micron

      Micron Technology, Inc. – CommonNext Earnings Date: September 22 – 29, 2026

      Q4 FY2026 Revenue & Profit Expectations: Following record-breaking Q3 results ($41.46 billion revenue, $25.11 EPS), management and analysts expect another massive surge for Q4:

      • Expected Revenue: ~$50.0 Billion (Management guided $49.0B – $51.0B).
      • YoY Revenue Growth:* ~390%+ YoY (compared to $10.2B in Q4 FY25).

      Micron is using its AI-driven cash glut to reinvest heavily in global fab capacity (Idaho, New York, Taiwan, Japan) to meet sold-out HBM demand, while simultaneously raising dividends and expanding share buybacks.

      Massively Scaling CapEx (The Primary Focus). The vast majority of Micron’s cash flow is being reinvested to build out next-generation manufacturing capacity and advanced packaging.

      • Record CapEx Budget: Micron has aggressively scaled its Fiscal 2026 CapEx projection to ~$27 billion (up from initial $18B–$20B guidance) and expects quarterly CapEx in Fiscal 2027 to remain elevated above $10B per quarter.
      • U.S. Mega-Fabs:

      * Boise, Idaho: Accelerating construction of its leading-edge DRAM fabs. First wafer output was pulled forward to mid-2027.
      * Clay, New York: Groundbreaking on its multi-decade, $100B mega-fab complex to secure long-term U.S. DRAM supply.

      • Global Capacity & M&A:

      * Acquired a fabrication facility from PSMC in Taiwan (~$1.8B) to rapidly expand DRAM wafer production.
      * Expanding cleanrooms and advanced packaging capacity in Singapore, Taiwan, and Japan to handle HBM4 assembly.