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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| AMD | ANALYST-UPGRADE | bullish | 7/10 | Goldman Sachs issued a rare double upgrade from Neutral to Buy on May 6, 2026, slashing a new price target of $450 versu | May 6, 2026 |
| FSLR | CLUSTER | neutral | 2/10 | Two top executives at First Solar (CEO and Chief Manufacturing Officer) sold a combined $432K in open-market shares on M | May 5, 2026 |
| MU | CLUSTER | neutral | 2/10 | Two Micron insiders (CEO and Chief Legal Officer) sold a combined $319K worth of shares on May 1, 2026. The amount is tr | May 5, 2026 |
| ALMU | CLUSTER | bearish | 4/10 | Two insiders at Aeluma, including the CEO, sold a combined $699K in shares over a 7-day window. The selling represents 0 | May 5, 2026 |
| UCTT | CLUSTER | neutral | 2/10 | Two insiders at Ultra Clean Holdings sold a combined $1.83M in open-market sales, representing less than 0.1% of the com | May 5, 2026 |
| TXN | CLUSTER | neutral | 2/10 | A cluster of 7 TXN insiders sold shares totaling ~$22.4M over a 7-day window, primarily involving pre-arranged option ex | May 5, 2026 |
| ATOM | 8-K | neutral | 4/10 | Atomera reported Q1 2026 revenue of $11K (up from $4K YoY) but net loss widened to $6.1M from $5.2M, with EPS at ($0.17) | May 5, 2026 |
| AMKR | 144 | neutral | 2/10 | Director Winston J. Churchill filed a Form 144 indicating intent to sell 7,000 shares of Amkor Technology, valued at app | May 5, 2026 |
| AMKR | 8-K | neutral | 5/10 | Amkor Technology issued $1.15 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2031, including $ | May 5, 2026 |
| TYGO | 8-K | mixed | 6/10 | Tigo Energy reported Q1 2026 revenue of $25.2M (+33.7% YoY) and GAAP EPS of -$0.02, beating the -$0.04 consensus by 50%. | May 5, 2026 |
| ALAB | 8-K | bullish | 8/10 | Astera Labs reported Q1 2026 revenue of $308.4M (+93% YoY, +14% QoQ) and GAAP diluted EPS of $0.44, beating consensus es | May 5, 2026 |
| SWKS | 8-K | mixed | 5/10 | Skyworks reported Q2 FY2026 revenue of $944M (above guidance of $875-925M) and non-GAAP EPS of $1.15 (above $1.04 midpoi | May 5, 2026 |
| QRVO | PRESS-RELEASE | mixed | 5/10 | Qorvo reported fiscal Q4 2026 non-GAAP EPS of $1.69, a 39.7% beat vs. consensus of $1.21, while revenue of $808.3M sligh | May 5, 2026 |
| MRCY | 8-K | bullish | 8/10 | Mercury Systems reported Q3 FY2026 adjusted EPS of $0.27, crushing the -$0.09 consensus, with revenue of $235.8M up 11.5 | May 5, 2026 |
| FSLR | 144 | neutral | 2/10 | Officer Georges Antoun filed a Form 144 to sell 566 shares of First Solar (~$122K) to cover tax obligations from restric | May 5, 2026 |
| FSLR | 144 | neutral | 2/10 | Officer Kuntal Kumar Verma filed Form 144 to sell 479 shares (~$103K) for tax withholding upon vesting of restricted sto | May 5, 2026 |
| GFS | CLUSTER | neutral | 2/10 | Two GFS insiders (Chief Legal Officer and Chief Business Officer) sold a total of $171K in open-market shares over a 7-d | May 5, 2026 |
| IPGP | DEFA14A | neutral | 4/10 | IPG Photonics filed a DEFA14A (additional definitive proxy soliciting materials) on May 5, 2026. The filing appears to b | May 5, 2026 |
| IPGP | 8-K | mixed | 6/10 | IPG Photonics reported Q1 2026 revenue of $265.5M (+17% YoY), above the $256.9M consensus, but GAAP EPS of $0.04 missed | May 5, 2026 |
| SHLS | 8-K | mixed | 7/10 | Shoals Technologies reported Q1 2026 revenue of $140.6M (+74.9% YoY), well above the $129.2M consensus, but GAAP net los | May 5, 2026 |
| GFS | 6-K | mixed | 5/10 | GLOBALFOUNDRIES reported Q1 2026 results: revenue grew 3.1% YoY to $1.634B, but net income plunged 51% to $104M from $21 | May 5, 2026 |
| SHLS | PRESS-RELEASE | bullish | 8/10 | Shoals Technologies reported Q1 2026 revenue of $140.6M (+74.9% YoY), well above the $129.2M consensus, and adjusted dil | May 5, 2026 |
| GFS | PRESS-RELEASE | bullish | 7/10 | GlobalFoundries reported Q1 2026 Non-IFRS diluted EPS of $0.40, beating the $0.35 consensus by 14.3%, while revenue of $ | May 5, 2026 |
| GFS | 6-K | mixed | 5/10 | GlobalFoundries reported Q1 2026 revenue of $1.634B (+3% YoY) and Non-IFRS diluted EPS of $0.40 (+18% YoY), with all Non | May 5, 2026 |
| FTCI | 8-K | bearish | 7/10 | FTC Solar reported Q1 2026 revenue of $17.3M, down 17% YoY and below the $20M-$25M guidance range, with GAAP net income | May 5, 2026 |
| AMAT | ANALYST-UPGRADE | bullish | 3/10 | Seaport Global initiated coverage on Applied Materials (AMAT) at Buy with a $500 price target, the highest on the Street | May 5, 2026 |
| FTCI | PRESS-RELEASE | bearish | 7/10 | FTC Solar reported Q1 2026 revenue of $17.3M, down 17% YoY and below guidance of $20-25M, with a GAAP net income of $32. | May 5, 2026 |
| SQNS | 6-K | bearish | 7/10 | Sequans Communications reported preliminary Q1 2026 revenue of $6.1M, down 24.8% YoY from $8.1M, with a net loss of $54. | May 5, 2026 |
| NVTS | 3 | neutral | 2/10 | Davin Lee filed a Form 3 initial statement of beneficial ownership with the SEC, indicating no current holdings in Navit | May 4, 2026 |
| QCOM | CLUSTER | neutral | 2/10 | Three Qualcomm insiders sold a total of $2.4M in open-market transactions over a week, including CEO Cristiano Amon ($1. | May 4, 2026 |