tech 핫 테마 실시간 분석

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S-Class [SMCI] Super Micro Computer in focus as Bernstein ups price target after strong guidance

[COHR] Coherent ramps up supply faster than expected; analysts jack up targets

S-Class [ARX] At a glance: stocks gapping up premarket

S-Class [AOSL] AOSL anticipates $176M September-quarter revenue with advanced computing projected to grow more than 40% sequentially

[ITRN] Ituran outlines big data expansion beyond Israel while calling Ituranmob a midterm project

S-Class [LFTO] Liftoff forecasts $870M-$880M 2026 revenue as it guides to ~59% adjusted EBITDA margin

[COHR] Coherent outlines path to first $3B-plus revenue quarter by end of fiscal '27 as PhotonLink launch and 6-inch indium phosphide ramp accelerate