🔥 tech 핫 테마 분석
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S-Class
[LITE] Lumentum anticipates $1.225B-$1.275B Q1 FY2027 revenue as it guides 39.5%-40.5% operating margin
2026-08-12 12:52:41
[PANW] AI agents' 'alarming' hacking skills creates rush to spend on cybersecurity
2026-08-12 12:02:13
AI agents' 'alarming' hacking skills creates a rush to spend on cybersecurity
[SMCI] Super Micro targets $65B-$72B FY 2027 revenue as it guides Q1 sales of $14.5B-$15.5B
2026-08-12 10:52:48
[SNAL] Snail outlines Q3 2026 recognition of approximately $11M of deferred revenue as July ARK DLC launches shift into second half
2026-08-12 10:21:27
[CRWV] CoreWeave expects $12.4B-$13.2B of 2026 revenue while raising year-end active power target to more than 1.85 GW
2026-08-12 09:51:12
[QNTM] Quantinuum projects $28M-$32M 2026 revenue as Oracle deploys Helios on OCI
2026-08-12 09:05:52
S-Class
[INTZ] Intrusion targets profitability in 2027 as VigilAigent adds approximately $3.5M of annual recurring revenue
2026-08-12 08:23:50
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