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Price
$87.35
USD
Day
+0.3%
YTD
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Research feed
Latest imported research note for this ticker.
longavoid
Imported thesis
Capable PowiGaN cascode supplier (only volume producer of 1250V/1700V cascode), but Q3 2025 industrial 42% of revenue dilutes the AI-pure-play narrative; 800V data-center is one vector inside a diversified industrial book.
Imported reasoning
Implied 0.85x off Aegis consensus PT $60.75 / $71.83 spot -> low (even Stifel raised PT $82 = 1.14x -> low). Stifel PT raise doesn't change structural sleeve-dilution problem from 800V deep-dive. The 5.02 officer/director change in today's 8-K adds governance overhang heading into Q1 read. Article II ranks GW-constraint owners and cost-per-token reducers above this profile. Hold prior 2026-05-05 verdict.
Last imported
May 8, 05:35 a.m.
Source report
2026-05-08_premarket.md
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Watchlist notes
Public watchlist context and imported research metadata.
Thesis
Capable PowiGaN cascode supplier (only volume producer of 1250V/1700V cascode), but Q3 2025 industrial 42% of revenue dilutes the AI-pure-play narrative; 800V data-center is one vector inside a diversified industrial book.
Sleeve
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Consensus PT (USD)
$73.60
Holdings
No holdings recorded for this ticker.
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