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Credo Technology Group Holding Ltd reported fiscal third‑quarter 2026 results for the three months ended January 31 2026, posting revenue of $407.01 million—an increase of 4.52 % versus consensus estimates and a jump from $135 million a year earlier. Net income for the quarter was $157.14 million, while non‑GAAP net income reached $208.79 million....

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Risks highlighted by management include tariff exposure, interest‑rate sensitivity, geopolitical uncertainty, and price sensitivity among vendors. The company’s long‑term revenue CAGR is modest at 1.4 % over the past five years, though a two‑year annualized growth of 4.6 % shows some recent acceleration. Profitability metrics have been a concern, w...

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Despite the solid financials, market sentiment has been mixed. Shares have underperformed the S&P 500 this year, trailing by roughly 3 % versus the index’s 0.5 % gain, and the stock’s Zacks Rank remains a Hold (#3). Analysts anticipate the upcoming quarter’s EPS at $0.70 on $12.55 billion of revenue, and for the full fiscal year, EPS of $3.12 on $5...

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Gross margins fell 51 basis points YoY, reflecting the lower‑margin mix, yet operating leverage improved by 47 basis points as operating expenses as a percentage of net sales were trimmed. The company’s net debt to adjusted EBITDA ratio reached 1.0× at quarter end, signalling a stronger balance sheet. In terms of guidance, INGM projects Q1 2026 net...

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Geographic revenue growth was broad‑based: North America up 8.5 %, Latin America 10 %, Asia‑Pacific 13.9 %, and EMEA 12.2 %. The client‑and‑endpoint solutions mix, though lower‑margin, drove overall revenue growth, while sales of GPU and AI‑related products strengthened the company’s positioning in high‑growth AI infrastructure. The Xvantage platfo...

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Ingram Micro (INGM) reported Q4 2025 revenue of $14.88 billion, an 11.5 % year‑over‑year increase that beat analysts’ average estimate of $14.13 billion by 5 %. Net income on a GAAP basis reached $121.4 million, or 51 cents per share, while adjusted earnings per share were 96 cents, matching the company’s guidance of 67–75 cents for the March quart...

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In a separate development, Oshkosh Defense announced a public‑private partnership with the Marine Depot Maintenance Command (MDMC) to support advanced manufacturing, materiel support and the Digital Manufacturing Exchange (DMX). The collaboration will enable Oshkosh Defense to provide validated technical data that allows approved parts to be manufa...

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Oshkosh Corporation’s latest valuation work now estimates a fair value of $168.73, up 5.1% from $160.53, reflecting the company’s expanding non‑residential construction and Power & Data Center activities. Wells Fargo raised its price target to $204 from $168, while Citi, BofA, Truist, JPMorgan, UBS and DA Davidson have also lifted their targets ove...

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By creating a community of trusted advisors, Yubico aims to secure digital identities worldwide and to position the company as a preferred partner for businesses looking to transition from password‑centric security to secure, hardware‑based authentication.

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The program is positioned to accelerate sales cycles and boost recurring revenue by leveraging Yubico’s strong brand authority in the authentication market. “Over 30 % of the Fortune 500 and 18 of the top 20 AI companies rely on YubiKeys,” the release noted, underscoring the high adoption rate among leading enterprises. Yubico argues that its hardw...

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