Key Takeaways ABBNY's Electrification segment posted $4.39B in Q1 orders, up 2% year over year on a comparable basis. Record backlog of $8.17B and 6% revenue growth support strong segment performance. Siemens' Wiring Accessories deal and robust data center demand drive growth in key markets.ABB Ltd’s (ABBNY) Electrification segment is playing an important role in driving its overall growth. Solid customer activities in major markets, including utilities and buildings, are aiding the segment’s performance. ...

Key Takeaways OUST targets a $20B LiDAR market, spanning robotaxis, EVs, ADAS and autonomous commercial vehicles. Scalable hardware-software platforms and OEM partnerships position OUST for long-term automotive growth. Estimates for OUST's 2025 and 2026 earnings and revenues have moved higher over the past 60 days.Ouster Inc. (OUST) has identified a $20 billion opportunity in the automotive LiDAR market across segments such as robotaxis, autonomous trucking, shuttles, buses and consumer ADAS. This growth ...

Key Takeaways MVST partners with Evoy to enter the electric boat market, targeting marine electrification growth. The MV-I battery, offering 180 Wh/kg energy density, will power Evoy's leisure boat line. MVST's 2024 revenues rose 23.9%, driven by a 41.6% increase in battery sales volume.Microvast Holdings (MVST) diversifies into the electric boat market, partnering with Evoy. This has positioned the company to tap into a burgeoning yet nascent market, enabling MVST to hop into the transportation electrifi ...

Hubbell (NYSE: HUBB ) offers utility and electrical solutions to the overall utility market, including smart meters, communications systems, electrical transmission, light industrial, and wireless communications. I believe the company will benefit from some megatrends, including electrification, grid upgrades, and data center expansions. I amAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Pakal Technologies, a Silicon Innovator Delivering 650 Volts and 1200 Volts IGTO(t)LAFOX, Ill., July 09, 2025 (GLOBE NEWSWIRE) -- Richardson Electronics, Ltd. (NASDAQ: RELL) today announced a global technology partner agreement with Pakal Technologies, Inc., a cutting-edge innovator in silicon power semiconductor solutions. Under this agreement, Richardson Electronics will partner with Pakal to supply customers with Pakal’s advanced 650V and 1200V silicon-based power switches—delivering breakthrough efficie ...

TORONTO, July 09, 2025 (GLOBE NEWSWIRE) -- Element Fleet Management Corp. (TSX: EFN) (“Element” or the “Company”), the largest publicly traded, pure-play automotive fleet manager in the world, will hold its Q2 2025 results conference call and webcast for investors and analysts on Thursday, August 7, 2025, at 8:00 a.m. Eastern Time. Element’s financial results for the period will be issued after market close on Wednesday, August 6, 2025 and will be available on the Company’s website at elementfleet.com/inves ...

STMicroelectronics N.V. (NYSE: STM ) is a fundamentally sound, vertically integrated semiconductor leader. It is positioned at the heart of long-term growth trends in electrification, industrial automation, and edge AI. Its strong moat has driven returns well above its cost of capital. ABSc (Eng), MBA. Self-taught value investor with 2 decades of investing experience. Blogger at i4value.asia. The blog is on value investing through case studies where I analyze and value listed companies in the ASEAN and US r ...

NUREMBERG, Germany, July 08, 2025 (GLOBE NEWSWIRE) -- Wuxi Lead Intelligent Equipment Co., Ltd. (LEAD) is pleased to announce that its Chairman, Mr. Yanqing Wang, has received the Best International Interview award from Battery‑News, a leading global media outlet focused on battery technology and energy storage innovation. This recognition stems from a comprehensive interview conducted in March 2024, during which Mr. Wang shared in-depth insights into the transformation of battery manufacturing, the rise o ...

Business Overview - Solaris Energy Infrastructure has a market capitalization of approximately $1.5 billion and an enterprise value of approximately $2.0 billion[4] - The company anticipates its power solutions segment to contribute over 80% of its Adjusted EBITDA, while logistics solutions are expected to contribute less than 20%[6, 9] Growth and Expansion - Solaris expects to grow its fleet to 1.7 GW by the second half of 2027, with 71% of the pro forma fleet already contracted[10, 13] - The company has established a joint venture with a key data center customer for approximately 900 MW of power generation[18] - Additional orders for 330 MW will expand the fleet to approximately 1.7 GW by 2H 2027[13] Financial Performance and Projections - Solaris anticipates an annual Adjusted EBITDA contribution of $575-600 million pro forma for power fleet equipment deliveries[22] - The company projects a potential annual Adjusted EBITDA of $440-465 million from its 1.7 GW power solutions fleet[22] - Q1 2025 Adjusted EBITDA was $47 million, with Q2 2025 guidance between $50-55 million and Q3 2025 guidance between $55-60 million[93] Fleet Composition - The pro forma 1.7 GW fleet includes 55% of 16.5 MW units and 37% of units greater than 35 MW[52] - Approximately 67% of the 1.7 GW fleet is contracted to data centers, with 4% contracted to energy and 29% available beginning in 2H 2026[44]

NEW YORK, July 01, 2025 (GLOBE NEWSWIRE) -- Lotus Technology Inc. (“Lotus Tech” or the “Company”) (Nasdaq: LOT), a leading global intelligent and luxury mobility provider, today announced that Etika Automotive Sdn Bhd (“Etika”) exercised its put option on June 30, 2025, requiring us to purchase 49% of the equity interests in Lotus Advance Technologies Sdn Bhd (“Lotus UK”) held by Etika pursuant to the Put Option Agreement dated January 31, 2023 between the parties. Lotus UK is currently owned by Geely Inter ...