PHILADELPHIA, Feb. 27, 2026 (GLOBE NEWSWIRE) -- National plaintiffs’ law firm Berger Montague PC announces that a class action lawsuit has been filed against Varonis Systems, Inc. (NASDAQ: VRNS) (“Varonis” or the “Company”) on behalf of investors who purchased or otherwise acquired Varonis securities during the period of February 4, 2025 through October 28, 2025 (the “Class Period”). Investor Deadline: Investors who purchased Varonis securities during the Class Period may, no later than March 9, 2026, seek ...

Group 1 - The analysis is primarily based on company fundamentals, industry-specific data, and broader economic trends [1] - Company presentations are designed to present data in a favorable manner, adhering to SEC regulations, and typically do not advise selling [1] - There is collaboration with another author, indicating a shared approach to analysis [1] Group 2 - There are no disclosed stock or derivative positions in the companies mentioned, nor plans to initiate any within the next 72 hours [2] - The article reflects the author's own opinions and is not influenced by compensation from external sources [2] - There is no business relationship with any of the companies mentioned, ensuring an unbiased perspective [2]

Core Insights - OQ Group has initiated a front-end engineering design (FEED) tender for a natural gas liquids (NGL) extraction facility at Saih Nihayda, which will process up to 48 million cubic meters of natural gas per day [1][3] Group 1: Project Overview - The new facility will produce butane, propane, ethane, and C5+ condensates for the petrochemical and manufacturing industries in Oman and regional markets [2] - The project will integrate upstream extraction at Saih Nihayda with downstream infrastructure in the Special Economic Zone at Duqm (SEZAD), including a 230 km² pipeline and a fractionation complex [1][2] - The facility is designed to separate approximately one million tonnes per annum (mtpa) of gas components during its initial phase [4] Group 2: Strategic Importance - The project is fully owned by OQ and aims to enhance the value extracted from Oman's natural gas resources, supporting government economic diversification efforts [3] - OQ has signed a 20-year gas supply agreement with the Integrated Gas Company to secure long-term access to natural gas volumes necessary for operations [5] - The facility is expected to strengthen Oman's industrial base and reinforce SEZAD's role as an investment hub, contributing to economic growth and attracting strategic partnerships [6]

Nio Inc. (NYSE:NIO) is gearing up for an aggressive SUV expansion, unveiling plans to roll out new flagship and sub-brand models in the coming months as it intensifies competition with rivals including Tesla Inc. (NASDAQ:TSLA) and Li Auto Inc. (NASDAQ:LI) in China's fast-growing electric vehicle market. Qin Lihong, co-founder and president of the automaker, outlined the company's near-term product strategy during a recent community event, CnEV Post reports. He shared timelines covering both the core Nio l ...

Core Viewpoint - Credo Technology Group Holding Ltd (CRDO) is expected to report strong fiscal Q3 results, with a projected earnings per share (EPS) increase of 284% year-over-year and revenues between $404 million and $408 million, significantly above previous guidance [1][2][8] Financial Performance - The Zacks Consensus Estimate for the upcoming quarter's EPS is 96 cents, reflecting an 284% year-over-year increase, with total revenue estimates at $389.4 million, indicating a 188.5% rise [1] - CRDO has consistently beaten earnings estimates in the past four quarters, with an average surprise of 38.46% [2][3] Revenue Drivers - The strong performance is attributed to high demand for active electrical cables (AEC) and optical products, along with increased engagement with hyperscalers [6][8] - Four hyperscalers contributed over 10% of total revenues, with a fifth hyperscaler beginning to generate initial revenues, indicating a significant expansion in customer base [6][7] Product Growth - AECs are the fastest-growing product line for CRDO, transitioning to higher capacity standards, which enhances their market position [8][9] - The company’s integrated circuit (IC) business, including retimers and optical DSPs, is gaining traction, with new products like the Bluebird optical DSP receiving positive feedback [10][11] Profitability and Margins - Non-GAAP gross margin expanded by 410 basis points to 67.7%, exceeding guidance, with expectations for Q3 margins between 64% and 66% [11][12] - Operating income for the last reported quarter was $124.1 million, a significant increase from $8.3 million in the prior year [11] Competitive Landscape - CRDO faces competition from major semiconductor companies like Broadcom and Marvell Technology, as well as newer entrants like Astera Labs [12] - The company’s reliance on a few key customers poses concentration risks, which could impact revenue stability [13] Stock Performance and Valuation - CRDO's shares have declined by 13.7% over the past six months, underperforming the broader market and its industry peers [14] - The company is trading at a forward P/E ratio of 27.81, which is lower than the industry average of 32.86, suggesting a potential valuation discount [17][18] Investment Outlook - The preliminary revenue update indicates strong demand momentum driven by hyperscalers, positioning CRDO favorably for future growth [19] - The combination of margin expansion, operating leverage, and attractive valuation presents a compelling investment opportunity ahead of the earnings report [19]

Key Takeaways Novavax reported Q4 EPS of 11 cents, beating loss estimates as revenues rose 67% year over year.NVAX posted $108M in licensing revenues, including $98M under its Sanofi agreement.Novavax expects 2026 adjusted revenues of $230M-$270M, excluding Sanofi receivables.Novavax (NVAX) reported earnings of 11 cents per share in the fourth quarter of 2025 against the Zacks Consensus Estimate of a loss of 66 cents. In the year-ago quarter, the company had recorded a loss of 51 cents.Quarterly revenues to ...

Core Insights - Synopsys reported a significant increase in first-quarter fiscal 2026 revenues, reaching $2.41 billion, which is a 65.5% year-over-year growth, surpassing the Zacks Consensus Estimate by 0.8% [2][10] - The company's EDA revenues were $1.1 billion, making up 45.6% of total revenues, while the Ansys product group contributed 36.8% of revenues, indicating strong demand for multiphysics simulation and digital engineering solutions [1][10] Financial Performance - Adjusted earnings for Synopsys in the reported quarter were $3.77 per share, exceeding the Zacks Consensus Estimate by 5.6% [1] - For fiscal 2026, Synopsys anticipates revenues between $9.56 billion and $9.66 billion, including $2.9 billion from Ansys, with a year-over-year growth projection of 36.5% [6] - Non-GAAP EPS is expected to be between $14.38 and $14.46, reflecting an increase from the previous range, while non-GAAP expenses are projected to be between $5.69 billion and $5.75 billion [7] Growth Drivers - The results were primarily driven by AI-led semiconductor demand and the integration of Ansys, which has enhanced Synopsys' capabilities in semiconductor R&D and design [3][10] - Synopsys is embedding AI throughout its EDA stack, leading to significant productivity gains for customers, with reported improvements such as 50% faster knowledge assistance and 5x quicker formal testbench generation [4][10] Market Positioning - The combined Synopsys-Ansys portfolio is strategically positioned to leverage the industry shift from physical prototyping to digital twins, facilitating faster and more cost-effective product development across various sectors, including aerospace and automotive [5][10] - For the second quarter of fiscal 2026, Synopsys expects revenues between $2.225 billion and $2.275 billion, with a year-over-year growth estimate of 40.3% [8]

Economic Data - The Producer Price Index (PPI) for January increased by 0.5%, matching the previous month but higher than expected, with a year-over-year rate of 2.9%, which is a tenth lower than last month but a tenth higher than consensus expectations [2][3] - The core PPI rose by 0.8% month-over-month and 3.6% year-over-year, which is a tenth lower than last month, indicating persistent inflation concerns [2][3] - Excluding food and energy, trade services increased by 0.3% month-over-month and 3.4% year-over-year, slightly above expectations, suggesting inflation is not decreasing significantly [3] Geopolitical Tensions - Tensions between the US and Iran are escalating, as indicated by crude oil prices rising by 3.7% to $67, which is expected to impact future inflation data [6][7] - The US Ambassador to Israel advised embassy staff to leave, highlighting increasing tensions in the region [7] Corporate News - OpenAI secured $110 billion in funding, more than doubling its previous funding round, with Amazon contributing $50 billion and SoftBank $30 billion, raising OpenAI's pre-money valuation to $730 billion [9][10] - This investment is categorized as capital expenditure (capex) for Amazon, which raises concerns about its overall capex spending strategy [10] Regulatory and Ethical Discussions - Enthropic declined a request from the Department of Defense to use its AI for surveillance on Americans, raising ethical questions about the use of AI in national security [12][13] - The discussion centers around the balance between national security and the ethical limitations on AI applications, particularly in surveillance and military contexts [13][14]

Group 1 - The Marketing Cloud, a Stagwell company, announced significant expansions to its Agent Cloud platform, which simplifies access to AI tools and marketing assistants [1] - Since its launch in October 2025, Agent Cloud has seen a 30% increase in monthly agent interactions, reaching over 25,000 interactions per month [1] - The platform now supports over 500 custom-built agents and has increased daily engagement time by 25% [1]

Core Insights - The article discusses the importance of understanding past performance as it relates to future investment opportunities and risks [2][3] Group 1: Company Performance - Past performance is not an indicator of future performance, emphasizing the need for careful analysis when considering investments [2][3] - The article highlights that information presented is believed to be factual and up-to-date, but does not guarantee accuracy [2][3] Group 2: Investment Advice - No specific investment recommendations are provided, and the article serves more as an educational piece rather than a solicitation for buying or selling securities [2][3] - The views expressed may not reflect the opinions of the broader platform, indicating a diversity of perspectives among analysts [3]