MTSI

MACOM Technology's Q4 earnings are set for robust growth, driven by data center strength, rising defense demand and improving margins.

ON Semiconductor Corp. (ON) delivered earnings and revenue surprises of +2.27% and +0.94%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Semiconductors are the core infrastructure powering the Information Age. Still, they’re subject to swings in the broader economy because customers often stockpile chips ahead of demand, and investors seem to believe that inventory levels are correcting - over the past six months, the industry has shed 4.5%. This drawdown is a far cry from the S&P 500’s 7.5% ascent.

Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here. Small Caps began 2026 on solid footing, fueled by favorable domestic conditions and attractive relative valuations. That momentum reversed in 3Q26 as rising oil prices, sticky inflation, and Federal Reserve policy shifts weighed on smaller-cap equities. A […]

Conestoga added to positions on twelve occasions and trimmed stocks on thirteen occasions during 3Q26.