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Price
$425
USD
Day
+9.2%
YTD
—
External signal
TD Cowen raised PT to $395 (from $340) and Rosenblatt raised PT to $425 (from $375) on May 7 post fiscal Q3 2026 beat — high-mark Rosenblatt PT is ~12% above Aegis consensus PT $380.6.
May 27, 08:10 a.m.Source: 2026-05-27_midday.mdConsensus PT: $384
Research feed
Latest imported research note for this ticker.
longwatchParadisLabs
Imported thesis
Listed pure-play for digital LC optical circuit switching ($2.5B TAM by 2029), distinct from LITE's MEMS OCS angle.
Imported reasoning
Jefferies $375 / spot $361.47 = 1.04x — that PT is now too tight to anchor potential, so falling to LITE-comparable optics multiples implies 1.3-2x → medium. Optics sleeve on-target (18.9% vs 15-20%) via LITE; Step 3.5 biases sleeve-saturated names to watch rather than buy. CPO timing and FY27 margin >40% are gating variables.
Last imported
May 31, 08:20 a.m.
Source report
2026-05-31_midday.md
Private trigger details hidden
Research and watchlist context are visible. Trigger levels and other private portfolio fields remain hidden.
Watchlist notes
Public watchlist context and imported research metadata.
Thesis
Listed pure-play for digital LC optical circuit switching ($2.5B TAM by 2029), distinct from LITE's MEMS OCS angle.
Sleeve
—
Consensus PT (USD)
$384
Holdings
No holdings recorded for this ticker.
Smart-money holders
Held by SA-LP — 1.6% of fund (480,300 sh, +211% QoQ) as of 2025-12-31
Social Signal — last 90 days
@aleabitoreddit
2 mentions · 1 bullish / 1 bearish
@ParadisLabs
2 mentions · 2 bullish / 0 bearish