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MWB Research
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Situations
Optoelectronic and AI tech earnings growth
2 clusters · 15 sources · last updated
Latest: Palantir Technologies shares surge on AI-driven Q2 earnings growth
In late July 2026, Electro Optic Systems Holdings posted a 284% year‑on‑year revenue increase to about AU$169 million, citing accelerated deliveries to Middle‑East customers amid the Iran conflict, and raised its full-ye
Siltronic analyst rating upgrades
2 clusters · 17 sources · last updated
Latest: UBS rates Greek infrastructure group GEC Tern “Buy” with €55 target
In early August 2026, UBS reiterated its upgrade of Siltronic AG to Buy, confirming the €105 price target it set in late July. The bank emphasized that a tightening supply of semiconductor wafers together with strong dem