Filtered library · Theme
Analog semiconductors theme · 5 dossiers
Dossiers in the Analog semiconductors theme — 5 stocks moving on the same story.
CurrentWorked on 11 October 2026 · saturated.
All 5 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers LTRX Lantronix, Inc. Medium Lantronix is becoming a supplier of computing modules for military drones, backed by a Pentagon Blue UAS listing on 1 October 2026; the fiscal first-quarter report around 4 November 2026 shows whether revenue meets the $31–33 million guide. SMTC Semtech Corporation Medium Semtech's data-center interconnect growth lifted the shares 41.9% in three months to a $197.20 closing high; the 15 October 2026 teach-in targets and a fiscal Q3 report inside the $405–415 million outlook decide whether the advance holds. TXN Texas Instruments Incorporated Medium Texas Instruments' analog recovery and October price increases still support the shares after a 8 October 2026 close of $288.20; the 21 October 2026 third-quarter report must land revenue inside the $5.65–6.15 billion guide to confirm it. MXL MaxLinear, Inc. Low MaxLinear's shares fell 13% to $93.70 on 8 October 2026 after a 45% one-month rally yet still sit above the $88.64 average analyst target; the 22 October 2026 third-quarter report must show revenue above the $220 million guidance ceiling… ROG Rogers Corporation Low Rogers Corporation's 2030 plan for $1.5 billion of revenue and $14.00 of adjusted EPS is already reflected in overbought shares. The late-October third-quarter report decides whether the core materials business delivers the guided $233–243…