MACRO PHOTO/iStock via Getty Images Shares of semiconductor equipment maker Onto Innovation ( ONTO ) surged about 7% premarket on Friday after Stifel upgraded the stock to Buy from Hold. The firm increased the price target on the stock to $350 from $220. "We were surprised by the muted reaction to Onto Innovation's 1H +pre-announcement and even more so the qualification of its new Gen5 Dragonfly s...
MACRO PHOTO/iStock via Getty Images Shares of semiconductor equipment maker Onto Innovation ( ONTO ) surged about 7% premarket on Friday after Stifel upgraded the stock to Buy from Hold. The firm increased the price target on the stock to $350 from $220. "We were surprised by the muted reaction to Onto Innovation's 1H +pre-announcement and even more so the qualification of its new Gen5 Dragonfly system for 2.5D advanced packaging. There may be some uncertainty on who this customer is. Yet through our concurrent field checks, we learned that Onto recently passed TSMC’s New Tool Selection Committee (NTSC), a key hurdle/milestone that should corroborate that the new qualification is with TSMC ( TSM )," said analysts led by Brian Chin. The analysts noted that Onto has now announced wins/qualifications at two major accounts for Dragonfly, its new high-end advanced packaging inspection/metrology platform. While unnamed, the analysts believe these customers are SK Hynix ( HXSCL ) (HBM4) and Taiwan Semiconductor Manufacturing ( TSM ) (2.5D CoWoS). "Incremental growth catalysts 2H26 into 2027 include: 1) potential Samsung VPA (volume purchase agreement) – core DRAM fab/packaging customer, very high share of OCD [Optical Critical Dimension] metrology in foundry (Taylor fab); 2) TSMC investing in GAA [Gate-All-Around] 2/1.6nm nodes and CoPoS [Chip-on-Panel-on-Substrate] panel packaging – more process control intensive, view Onto well-positioned to capitalize in 2027-28, and 3) More broadly, Industry WFE [Wafer Fabrication Equipment] apt to grow +25-30% this year, +20% next year (has upside) – view Onto CAGR [Compound Annual Growth Rate] 2025-27 above WFE," said Chin and his team. More on Onto Innovation Onto Innovation: Why The Risk Is To The Downside Onto Innovation Inc. (ONTO) Q4 2025 Earnings Call Transcript Onto Innovation projects over 30% advanced packaging growth in 2026 amid record backlog and AI demand Onto Innovation Q4 2025 Earnings Preview Seeking Alpha’s Quant Rat...
8vFanI/iStock via Getty Images RBC Capital Markets assumed coverage of Golub Capital BDC ( GBDC ) with an Outperform rating and $15 price target. Shares were 0.75% higher at $13.39 during Friday pre-market trading. "Given investor focus on credit, we favor GBDC's long-term track record of more favorable loss experience vs peers and reputation as a strong credit underwriter, and a portfolio that is...
8vFanI/iStock via Getty Images RBC Capital Markets assumed coverage of Golub Capital BDC ( GBDC ) with an Outperform rating and $15 price target. Shares were 0.75% higher at $13.39 during Friday pre-market trading. "Given investor focus on credit, we favor GBDC's long-term track record of more favorable loss experience vs peers and reputation as a strong credit underwriter, and a portfolio that is relatively differentiated from business development company peers, with a focus on core middle-market segment," said analyst Kenneth Lee. "Our estimates imply a total return of ~22% over the next year, partly driven by dividend yield," added Lee. RBC's rating differs from the Seeking Alpha authors and Quant rating of Hold. The Wall Street analysts see the stock as Strong Buy. More on Golub Capital BDC Golub Capital BDC: An Underrated Opportunity In The BDC Sector Golub Capital: High Yield And Significant Discount Make It A Buy Golub Capital: The Dividend Cut Took Place As Projected, But I'm Still Not Buying Golub Capital BDC outlines 2026 dividend reset and anticipates ongoing industry headwinds Golub Capital BDC reports FQ1 results
An amber rainstorm warning and a leaky roof failed to dampen the mood of fans as the Hong Kong Sevens rugby tournament kicked off its 50th anniversary edition on Friday. First-time visitors to the city’s signature annual sporting event expressed amazement at the 50,000-seat Kai Tak Stadium, while a food shortage fiasco that plagued last year’s tournament appeared to have been addressed. Costumed r...
An amber rainstorm warning and a leaky roof failed to dampen the mood of fans as the Hong Kong Sevens rugby tournament kicked off its 50th anniversary edition on Friday. First-time visitors to the city’s signature annual sporting event expressed amazement at the 50,000-seat Kai Tak Stadium, while a food shortage fiasco that plagued last year’s tournament appeared to have been addressed. Costumed revellers gearing up for three days of rugby could already be seen entering the South Stand –...
Clark Asset Management added 206,125 shares of the Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU) in the first quarter, an estimated $3.48 million trade based on quarterly average pricing, according to an SEC filing dated April 16, 2026. According to a Securities and Exchange Commission (SEC) filing dated April 16, 2026, Clark Asset Management increased its stake in the Invesco BulletS...
Clark Asset Management added 206,125 shares of the Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU) in the first quarter, an estimated $3.48 million trade based on quarterly average pricing, according to an SEC filing dated April 16, 2026. According to a Securities and Exchange Commission (SEC) filing dated April 16, 2026, Clark Asset Management increased its stake in the Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU) by 206,125 shares, an estimated $3.48 million increase based on average closing prices for the quarter. The value of the position at quarter-end rose by $3.26 million, which includes both trading activity and market price changes. The Invesco BulletShares 2030 Corporate Bond ETF provides investors with targeted exposure to investment-grade corporate bonds maturing in 2030, combining the benefits of a defined maturity profile with the liquidity of an exchange-traded fund. Continue reading
Stagwell ( STGW ) has appointed David Olesnevich as chief growth officer, owned media, and Drew Schutte as chief revenue officer, owned media, the company said on Friday. Schutte has previously served in senior leadership roles at Condé Nast, including chief revenue officer and chief integration officer. He was also the CEO of Actionable, CRO of ADWEEK, and publisher of both Wired and The New York...
Stagwell ( STGW ) has appointed David Olesnevich as chief growth officer, owned media, and Drew Schutte as chief revenue officer, owned media, the company said on Friday. Schutte has previously served in senior leadership roles at Condé Nast, including chief revenue officer and chief integration officer. He was also the CEO of Actionable, CRO of ADWEEK, and publisher of both Wired and The New Yorker. Olesnevich most recently held a senior role at The Weather Company and previously led business development initiatives at Condé Nast. STGW +0.4155124653739612188365650969529086% premarket to $7.25 Source: Press Release More on Stagwell Stagwell: I See Deep Value As Growth Accelerates (Rating Upgrade) Stagwell Inc. 2025 Q4 - Results - Earnings Call Presentation Stagwell Inc. (STGW) Q4 2025 Earnings Call Transcript Stagwell outlines 8–12% net revenue growth target for 2026 as AI, advocacy, and buybacks accelerate Stagwell Non-GAAP EPS of $0.30 beats by $0.04, revenue of $807M beats by $9.6M
Private Bancorp of America (PBAM) delivered earnings and revenue surprises of +18.29% and +8.29%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Private Bancorp of America (PBAM) delivered earnings and revenue surprises of +18.29% and +8.29%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?