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Supriyo Bose

ACLS Falls 22.4% in Past Month as Recovery Meets Fresh Margin Pressure

Axcelis shares fell 22.4% in a month as recovering bookings and demand collide with weaker margins, backlog pressure and heavy China exposure.

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Supriyo Bose

Should Investors Buy ACLS as Growth Returns Despite Premium Valuation?

Axcelis growth is returning as memory, power and aftermarket demand improve, but premium valuation and incomplete margin recovery keep execution in focus.

ACLSNegative Net Change LRCXNegative Net Change AMATNegative Net Change VECOPositive Net Change

Supriyo Bose

ACLS Invests $35M in Korea To Expand Its Manufacturing Infrastructure

Axcelis plans a $35M South Korea ion implantation facility to expand Asian capacity as memory, power and mature-node activity improves.

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Supriyo Bose

Space Weapons Put SPCX in Market Spotlight: Should You Buy the Stock?

SPCX's $8.05 billion in announced defense awards, Starshield contracts and Golden Dome role put its expanding military-space business in focus.

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Supriyo Bose

Aviat Plunges 16% in a Year: Should Investors Avoid the Stock Now?

AVNW faces margin pressure, weaker services and international sales and back-end-loaded 2027 targets as investors await stronger cash flow.

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Supriyo Bose

IDCC Gains Just 5% in a Year: Should It Still Be in Your Portfolio?

InterDigital's record recurring revenues, Amazon licensing deal and raised 2026 outlook bolster its case despite a modest 5.2% one-year share gain.

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Supriyo Bose

Can the Formation of Equatys Help Revive Viasat's Growth Momentum?

VSAT's Equatys venture could unlock new D2D revenue, broaden its market and improve capital efficiency through shared satellite infrastructure.

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Zacks Equity Research

BB Radar Expands Asset Intelligence: New Growth Engine in the Making?

BlackBerry is positioning Radar as an Asset Intelligence Platform, with DCLI's 100,000-chassis deployment showcasing its potential beyond GPS tracking.

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