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Price
$52.94
USD
Day
+12.2%
YTD
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Research feed
Latest imported research note for this ticker.
longwatch
Imported thesis
Network test/measurement and optical components vendor with secondary AI-network exposure on 800G/1.6T rollout.
Imported reasoning
Q3 FY26 beat-and-raise (rev $406.8M vs $393.81M, FY Q4 EPS guide $0.29-0.31 vs $0.23) plus new PCIe 7.0 protocol analysis platform supports the AI-network thesis - upgrade to medium/long, but $52.40 sits ~22% above $43.04 consensus PT so decision stays watch until sell side catches up.
Last imported
Apr 30, 05:30 p.m.
Source report
2026-05-01_research_refresh_brief.md
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Watchlist notes
Public watchlist context and imported research metadata.
Thesis
Network test/measurement and optical components vendor with secondary AI-network exposure on 800G/1.6T rollout.
Sleeve
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Consensus PT (USD)
$64.43
Holdings
No holdings recorded for this ticker.
Social Signal — last 90 days
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