Sentiment Summary
Recent Events
NVIDIA's Q1 Fiscal Year 2027 earnings report is scheduled for May 20, 2026; earnings releases for major tech companies are expected to result in price movements exceeding 10% and are scheduled.
A final dividend of HK$0.34 and a special dividend of HK$0.79 per share for FY2025 were announced, with the ex-dividend date scheduled for May 12, 2026.
First quarter 2026 earnings release scheduled; expected to have low market impact as it is a routine financial disclosure.
Q1 2026 earnings release is scheduled.
Medium importance estimated as AI-driven optical communications performance is a key investor focus; first-quarter 2026 earnings results scheduled.
Teradyne is expected to release Q1 2026 earnings on April 27, 2026; high importance estimated due to typical earnings volatility, scheduled.
Full Year 2025 earnings release scheduled for March 31, 2026. The company issued a profit warning on March 5, 2026, forecasting revenue over RMB 800 million (>68.7% YoY growth) but a net loss of up to RMB 1,480 million. High importance due to significant revenue growth and substantial net loss forecast, likely causing ≥10% price volatility scheduled.
Quarterly dividend increased by 28% to $2.00 per share, ex-dividend date is March 31, 2026.
Fiscal Year 2025 earnings release on March 30, 2026, following a board meeting on March 29, 2026, scheduled; analysts forecast a net loss for the year forecasted. High importance is justified by the expected price impact of ≥10% due to continued significant losses.
Announced full-year 2025 results on 2026-03-28, reporting a net loss of RMB 208.4 million, a significant downturn from the RMB 359.1 million profit in 2024. The loss was attributed to intense competition and increased expenses. This major swing from profit to loss is estimated to cause a >10% price impact, expected.
Announced on 2026-03-28 that accumulated losses exceeded one-third of paid-in capital as of 2025-12-31. The matter will be submitted to a shareholders' meeting for deliberation. This capital erosion signal is estimated to cause a >10% price impact, scheduled.
Announced 2025 annual results on March 27, 2026, with revenue up 10.92% YoY to RMB 3.982 billion, but net profit attributable to shareholders down 59.42% YoY to RMB 232 million. The profit decline was attributed to increased R&D expenses and inventory write-downs. A final dividend of RMB 0.58 per 10 shares was proposed.
Announced full-year 2025 results: revenue increased by 19.9% YoY to $2.402 billion, while net profit decreased by 5.6% YoY to $54.88 million.
A class action lawsuit against NVIDIA is reported to be revived on March 26, 2026, regarding cryptocurrency mining disclosures; legal uncertainties are expected to cause a price impact of at least 5%.
Announced a proposal to change the company name to "Hua Hong Grace Semiconductor Limited" to unify its brand across the Hong Kong and Shanghai stock exchanges, pending shareholder approval.
Bernstein downgraded Qualcomm stock to 'Market Perform' and lowered its price target to $140 on March 26, 2026; low importance is justified by the typical 1-3% price impact from analyst rating changes, forecasted.
Micron announced cash tender offers to purchase any and all of certain outstanding series of its senior notes.
Celestica announced that Michael Wilson, the Chair of the Board, will not stand for re-election at the 2026 Annual Meeting of Shareholders on March 24, 2026. Mike Roach has been appointed to succeed him as Chair. This leadership change is estimated to have a 10% price impact scheduled.
Announced a five-year, $970 million blanket purchase agreement with the U.S. Defense Information Systems Agency (DISA) on March 24, 2026, to provide VMware Cloud Foundation and other software solutions. Medium importance is estimated as this contract represents a significant multi-year revenue stream, expected.
BofA Securities analysts raised their price target on Corning to $155 from $144 on March 24, 2026, citing increased confidence in demand from the AI and optical cycle, leading to a stock price increase of over 9%.
Announced the launch of an automotive-qualified System-in-Package (SiP) hybrid MCU for next-generation automotive human-machine interface applications, expected to support long-term growth in the auto sector. Low importance is estimated as product launches generally have a price impact of 1-5% scheduled.
Quarterly dividend of $0.65 per share, with the ex-dividend date on March 23, 2026. The dividend is payable on March 31, 2026. Low importance is estimated as this is a routine quarterly dividend payment, expected.