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Tower Semiconductor to Attend the 28th Annual Needham Growth Conference
Globenewswire· 2025-12-29 11:00
MIGDAL HAEMEK, Israel, December 29, 2025 – Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry of high value analog semiconductor solutions, today announced that its company representatives will participate in the 28th Annual Needham Growth Conference on Tuesday, January 13th and Wednesday, January 14th. The Conference will take place at the Lotte New York Palace Hotel in New York. There will be an opportunity for investors to meet one-on-one with company representatives. Interested investors shoul ...
MACOM Technology Solutions (MTSI) Fell Despite Reporting Strong Results
Yahoo Finance· 2025-11-03 13:14
Core Insights - The third-quarter 2025 investor letter from Aristotle Capital Boston, LLC indicates that U.S. small/mid-cap equities performed well, with the strategy returning 2.57% net of fees, underperforming the Russell 2500 Index's 9.00% total return [1] Company Summary: MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) - MACOM Technology Solutions Holdings, Inc. specializes in analog semiconductor solutions for both wireless and wireline applications, achieving a one-month return of 12.47% and a 52-week gain of 30.17% [2] - As of October 31, 2025, MACOM's stock closed at $148.13 per share, with a market capitalization of $11.031 billion [2] - Despite strong Q3 earnings, MACOM's stock declined due to a slight margin impact from a recent acquisition and a slower-than-expected recovery in the industrial market, which are viewed as short-term deviations from analyst forecasts [3] - The company maintains a positive outlook, citing significant demand from Data Center and 5G applications, along with the integration of recent acquisitions and a domestic manufacturing footprint as drivers for future shareholder value [3] Investment Sentiment - MACOM Technology Solutions Holdings, Inc. was held by 34 hedge fund portfolios at the end of Q2 2025, a decrease from 36 in the previous quarter, indicating a slight decline in popularity among hedge funds [4] - While MACOM is recognized for its potential, certain AI stocks are considered to offer greater upside potential with less downside risk, suggesting a competitive investment landscape [4]