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.

      Liontown

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

      Liontown is rated a buy, with a stop-loss at $1.14

      Business Activity: Liontown Resources is an Australian tier-one battery minerals producer focused on hard-rock lithium extraction and development. FY26 Full-Year Financial Results: August 31, 2026

      Expected Revenue & Growth

      • Ramp-Up Trajectory: Revenue has scaled rapidly as the Kathleen Valley Lithium Operation progresses through underground development and production ramp-up.

      Looking into FY27, analysts forecast a return to strong bottom-line profitability, with net profit consensus estimated in the range of A$465 million to A$530+ million,