Entegris, Inc. (NASDAQ:ENTG) is among the 12 Best Tech Stocks that Beat Earnings Estimates. On February 11, 2026, Goldman Sachs raised its price target on Entegris, Inc. (NASDAQ:ENTG) to $95 from $75 and maintained a Sell rating after results and guidance came in above Street estimates. Goldman Sachs said the beat and outlook should support the stock in the near term, while noting Entegris remains focused on improving operational execution. Goldman Sachs added that it is looking for clearer signs of a sus ...

Tower Semiconductor Ltd. (NASDAQ:TSEM) is among the 12 Best Tech Stocks that Beat Earnings Estimates. On February 13, 2026, Barclays raised its price target on Tower Semiconductor Ltd. (NASDAQ:TSEM) to $142 from $114 and maintained an Equal Weight rating. Also on February 12, 2026, Wedbush raised its price target to $140 from $125 and kept a Neutral rating, viewing the quarterly update as largely positive as management lifted SiPh investment and revised longer-term targets to reflect greater benefit from ...

Amkor Technology, Inc. (NASDAQ:AMKR) is among the 12 Best Tech Stocks that Beat Earnings Estimates. On February 10, 2026, Needham analyst Charles Shi raised the price target on Amkor Technology, Inc. (NASDAQ:AMKR) to $65 from $50 and kept a Buy rating following the company’s Q4 earnings beat. The analyst noted that most reported metrics came in above consensus estimates, and said the FY26 CapEx outlook of $2.5B to $3B, a record level not previously seen in Amkor’s history and well above the Street, signal ...

Check Point Software Technologies Ltd. (NASDAQ:CHKP) is among the 12 Best Tech Stocks that Beat Earnings Estimates. On February 13, 2026, Wedbush lowered its price target on Check Point Software Technologies Ltd. (NASDAQ:CHKP) to $210 from $240 and maintained an Outperform rating following the company’s Q4 results. Wedbush said revenue came in roughly in line with the Street and beat on the bottom line, while FY26 guidance was conservative despite strong demand across the product portfolio, with SASE, E-m ...

GLOBALFOUNDRIES Inc. (NASDAQ:GFS) is among the 12 Best Tech Stocks that Beat Earnings Estimates. On February 12, 2026, UBS raised its price target on GLOBALFOUNDRIES Inc. (NASDAQ:GFS) to $50 from $45 and maintained a Neutral rating. UBS said 2026 is likely to be a transition year as the company’s end-market exposure shifts. Also on February 12, 2026, TD Cowen analyst Krish Sankar raised his price target to $56 from $42 and kept a Buy rating, citing upside in the December quarter results and positive CY2 ...

Nova Ltd. (NASDAQ:NVMI) is among the 12 Best Tech Stocks that Beat Earnings Estimates. On February 13, 2026, Morgan Stanley raised its price target on Nova Ltd. (NASDAQ:NVMI) to $453 from $335 and maintained an Equal Weight rating following in-line earnings and wafer fab equipment guidance. Morgan Stanley said the update raises the question of whether Nova can outperform WFE, noting that historical execution suggests it could, but adding it is “not there yet.” Also on February 13, 2026, BofA raised its ...

Core Viewpoint - The storage industry has fully transitioned into a seller's market, driven by real demand from AI and limited cleanroom space, leading to continuous price increases for storage products this year [1][2]. Group 1: Market Dynamics - SK Hynix revealed that the current inventory of DRAM and NAND is only about 4 weeks, with no customers able to fully meet their demand [1]. - The extreme shortage of standard DRAM, expected to worsen as HBM capacity sells out by 2026, is significantly enhancing the bargaining power of suppliers [2]. Group 2: Pricing Trends - Due to the explosive demand from AI and supply bottlenecks, storage chips are entering a comprehensive seller's market, with price increases becoming inevitable [2]. - All customers' demands are projected to remain unmet this year, confirming the trend of rising prices in the storage market [2].

【导读】一天干掉一个行业，这次是网络安全 中国基金报记者 泰勒 大家好，关注一下AI再次带来的恐慌，Anthropic推出Claude安全工具，网络安全类股全线暴跌。 隔夜美股，网络安全软件公司的股价集体跳水，Crowdstrike Holdings是跌幅最大的公司之一，下跌了约8%，而Cloudflare大跌约8.1%。与此同时， Zscaler下跌约5.5%，SailPoint下跌约9.4%，Okta下跌约9.2%。Global X网络安全ETF下跌约4.9%，收于2023年11月以来的最低水平。 | 制 五日 日K 周K 月K 季K 年K 120分 60分 30分 15分 5分 1分 | | 区间统计 | | 全屏显示 | | --- | --- | --- | --- | --- | | 均价:400.80 最新:388.60 -33.54 -7.95% | | | | | | 457.17 | 8.30% | | 成交明细 | | | 448.41 | 6.22% | 15:59 | 388.65 | 100 | | | | TR:28 | 388.66 | 76 | | 439.65 | 4.15 ...

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据最新消息，OpenAI已大幅下调算力建设支出目标至6000亿美元，该金额较此前宣称的1.4万亿美元基础设施承诺大幅缩水。 据报道，消息人士透露，由于外界普遍担忧其扩张野心远超潜在收入，这家AI巨头正提供一个更低的数字和更明确的支出时间表。这些要求匿名的人士表 示，OpenAI预计其2030年总收入将超过2800亿美元，其中消费者业务和企业业务贡献近乎持平。他们称，公司提出的支出计划旨在更直接地与其预期收入 增长挂钩。 消息人士称，OpenAI在2025年创造了131亿美元的收入，超出了其100亿美元的目标。全年消耗资金80亿美元，低于90亿美元的预期。如今，OpenAI将2030 年的收入目标定为约2800亿美元。不过，据The Information报道，OpenAI调整后的毛利率在2025年已下滑至33%，该公司仍预计到2030年现金流才能转 正。 OpenAI这家公司成立于2015年，最初是一个非营利性研究实验室，自2022年推出聊天机器人ChatGPT后迅速进入主流。消息人士称，ChatGPT目前每周活 跃用户数超过9亿，高于10月份的8亿。 面对来自谷歌和Anthropic等竞争对手的挑战，Ope ...