Invesco S&P Small Cap Info Tech

Jefferies Rates Badger Meter 'Buy', Watts Water 'Hold'

Semtech Releases 2025 Corporate Social Responsibility Report

Piper Sandler Raises Semtech's Target Price to $95

HSBC Holdings PLCCuts Holding in InterDigital Inc

Semtech COO Reports Disposition of Common Stock

SemiTech Demonstrates IoT Technology at CES 2026

InterDigital Inc. CTO Reports Sale of Company Common Stock

SiTime insider sells stock

SiTime CEO Rajesh Vashist Reports Sale of Company Common Stock

SiTime is said in talks to acquire Renesas’s timing division

Mirion Technologies Completes Acquisition of Paragon Energy Solutions

Semtech Executives to Speak at UBS Global Tech Conference

Qorvo Plans Merger with Skyworks

MegaChips Corp Sells SITIME Shares to Book 1.5 Billion Yen Special Gain

InterDigital Director Sells Common Stock

SG Americas Securities LLC Increases Holdings in Semtech in Q2

SiTime Corporation Official Disposes of Company Common Stock

Ralliant Corporation Amends Credit Agreement with PNC Bank

Tristan Gerra Reiterates Buy Rating on Semtech Stock

SMTC Receives Top Analyst Rating Update

AdvisorShares MSOS 2x Daily ETF

cbdMD

Tryhard

Roundhill Cannabis ETF

Neo-Concept

Amplify Seymour Cannabis ETF

AdvisorShares Pure US Cannabis ETF

Canopy Growth

RYTHM

Tilray Brands

Badger Meter Inc. is central to the digitization of global water systems, offering real-time water management solutions. Despite trading at a premium, its returns on invested capital exceed peers. Badger's vertical integration and recurring revenue model provide stability and efficiency. Investors face a trade-off between certainty and potential upside, with BMI offering 10-12% forward returns. Institutional investors show confidence in Badger's capital efficiency and recurring revenue model, despite its premium valuation.

GuruFocus

Badger Meter

Badger Meter: The Quiet Enabler of Smart Water Infrastructure

QRVO

Qorvo Inc.'s stock fell 1.50% to $88.07, outperforming competitors like Broadcom, Qualcomm, and Analog Devices despite a poor market session. The stock is 17.15% below its 52-week high. Trading volume was significantly lower than the 50-day average. Data compiled on December 12, 2025.

Dow Jones

QORVO

Qorvo Inc. Stock Outperforms Competitors Despite Losses On The Day

Kuo John W Director of Mirion Technologies Inc [MIR] filed a Form 4 on December 12, 2025 with the Securities and Exchange Commission disclosing the following changes in ownership:Date12/11/25TransactionGiftShares4,860Price$0.00ValueN/AEnding Holdings: 72,736 - DirectFor a free trial, or to learn more about our insider trading analysis and data services, please visit or contact us at (301) 913-5100 or send an email to info@washingtonservice.com.Founded in 1970, The Washington Service provides securities professionals with financial, economic and public policy research and data.

Reuters

Mirion Tech

Dir Kuo Gifts 4,860 Of Mirion Technologies Inc [MIR]

SANM

Sanmina Corporation has announced its Fiscal Year 2026 Corporate Bonus Plan, linking executive bonuses to specific performance targets in revenue, non-GAAP operating margin, and cash flow. Incentive compensation ranges from 90% to 187.5% of base salary, contingent on meeting performance thresholds. The Compensation Committee can amend or terminate the plan and adjust awards. This announcement was made via the U.S. SEC's EDGAR system.

Sanmina

Sanmina Unveils 2026 Corporate Bonus Plan Tied to Performance Targets

Lawrence D. Kingsley, Director of Mirion Technologies Inc., reported the sale of common shares. The full filing is available via EDGAR, the U.S. SEC's system. This AI-generated news brief by Public Technologies is for informational purposes only and not financial advice.

Director Lawrence D. Kingsley Reports Sale of Mirion Technologies Inc. Common Shares

Sanmina (NASDAQ:SANM) has delivered an average annual return of 20.21% over the past 15 years, outperforming the market by 8.14% annually. A $100 investment in Sanmina 15 years ago would now be worth $1,579.51, highlighting the power of compounded returns. Sanmina's current market cap is $9.63 billion.

benzinga_article

Here's How Much $100 Invested In Sanmina 15 Years Ago Would Be Worth Today

IDCC

InterDigital, a research and development firm in Wilmington, Delaware, has seen its stock surge 87% this year due to its portfolio of 38,000 patents in cellular wireless technology, video streaming, and AI processing. The company ranks first on Forbes' 2025 list of America's Most Successful Mid-Cap Companies. Another top performer is Nextpower, a solar tracker company, which ranks fifth on the list with its stock up 140% in the past year.

Forbes

Nextpower

InterDigital Comm

America’s Most Successful Mid Caps: Goldilocks Stocks Thriving In A Difficult Market

Jefferies initiates coverage on fluid meter makers, rating Badger Meter as 'buy' due to strong growth prospects and digital advancements, while Watts Water is rated 'hold' due to mixed construction trends and challenges in Europe. Badger Meter has a 30% market share in North America, with a price target of $220, indicating a 20.6% upside. Watts Water's price target is $300, with a 7.9% upside.

BUZZ-Jefferies starts Badger Meter with 'buy,' Watts Water with 'hold'

AEIS

SOXL

Advanced Energy Inc has introduced a new dual-output 24V/24V module for its NeoPower family of configurable power supplies, delivering up to 400W in a compact form factor. This module allows up to 16 isolated outputs per power supply, simplifying system design for industrial, medical, and test environments. It offers high power density, reliable performance, and certified compliance with industry standards. The new modules aim to reduce system size, cost, and complexity, targeting applications in medical, industrial, semiconductor, and test & measurement fields.

SemiConductor

Advanced Energy

Direxion Semicon Bull 3X

Advanced Energy unveils dual-output 400W module for NeoPower configurable power supplies

Badger Meter Inc. announced new compensation terms for key executives effective January 1, 2026. Robert A. Wrocklage will receive a base salary of $550,000, a target bonus of 80% of his salary, and a long-term incentive plan award of $800,000. Kimberly K. Stoll will have a base salary of $340,000, a target bonus of 55% of her salary, and a long-term incentive plan award of $250,000. Updated severance agreements include non-competition, non-disparagement, and confidentiality obligations for one year post-termination.

Badger Meter Inc. Raises Executive Pay and Updates Severance Agreements

Badger Meter Inc. announced executive leadership promotions effective January 1, 2026. Corey T. Williams will become Senior Director of Business Development, Kimberly K. Stoll will be Vice President - Customer Support and General Manager - SmartCover, Matthew L. Stuyvenberg will be Executive Vice President - SaaS, Global Commercial and International Utility, and Christina M. Tarantino will be Vice President - Controller.

Badger Meter Inc. Announces Executive Leadership Promotions Effective 2026

SMTC

Semtech Corporation has released its 2025 Corporate Social Responsibility Report, highlighting progress in ESG initiatives. The report includes plans for science-based emissions reduction targets by 2026 and aims for net-zero emissions by 2050. Semtech's LoRa technology supports resource conservation, and the company achieved ISO 14001:2015 certification at three facilities. Employee engagement improved with a new workforce development program, and the supply chain adheres to Responsible Business Alliance standards. The full report is available on Semtech's website.

Semtech

Semtech Releases 2025 Corporate Social Responsibility Report Highlighting ESG Progress

Piper Sandler reiterated an "overweight" rating for Semtech (NASDAQ:SMTC) and raised the price target from $70.00 to $95.00, indicating a potential upside of 20.25%. Other analysts also issued positive ratings, with a consensus rating of "Moderate Buy" and an average target price of $78.50. Semtech's recent earnings report showed a revenue increase of 12.8% year-over-year. Insider transactions included sales by CFO Mark Lin and Director Paul V. Walsh, Jr. Institutional investors have also increased their holdings in Semtech.

Market Beat

Piper Sandler Reaffirms "Overweight" Rating for Semtech (NASDAQ:SMTC)

Mirion Tech (MIR.US) has recently seen a steady increase in trading volume, with community traders continuously discussing its "platform breakthrough is imminent." Yesterday, the daily candlestick closed as a long bullish line, optimizing the chip structure, and significant market fluctuations were observed. Main funds are flowing in gradually, and the technical moving average system has shown a bullish arrangement. The company's business benefits from industry policy support, and the expansion of its product line is driving profit growth. Analysts predict that performance is expected to continue improving in the coming quarters, significantly boosting investor confidence. The MACD is showing high volume, with accelerated turnover of long and short positions, and the Bollinger Bands are trending upwards. Once the concentrated chip platform breaks through, a subsequent main upward trend is expected to accelerate. The community reminds that there has been a significant increase in the previous period, and caution should be exercised regarding risk control when chasing highs in the short term. If there is a large order pushing the price up but fails to break through effective resistance, caution should be taken for a potential pullback. A prudent strategy is to wait for confirmation of the platform breakthrough before following up, paying attention to intraday fund fluctuations and the pace of main buying to grasp the true short-term breakout points

Technical Forecast

Morning Trend | Mirion Tech platform breakthrough imminent, main force abnormal movement signals strengthening?

Mirion Tech (MIR.US) hovered around the high range of $24-26 again yesterday, with the community highly focused on whether $24.5 can become the main battleground for the next round of bulls and bears. Recently, there has been no mainline breakout in technology services, and short-term traders mainly focus on "guarding the range and capturing moments," waiting for key nodes to see a volume change. Currently, the news front is quiet, and the company lacks new collaborations or profit guidance, but whenever it approaches $24.5 during trading, speculative funds in the community will tentatively try to bottom fish. Indicators like MACD and RSI have entered a dull consolidation zone, indicating that any sudden news or industry resonance could trigger minor fluctuations at any time. The mainstream operational thought on the daily chart remains "either play the breakout or wait for new news," and active follow-up can only occur when the sector's wind direction turns warm. In the absence of volume and movement, right-side trading requires patience, focusing on defense while waiting for real signals. Only high volume on the intraday chart qualifies for random quick trades; otherwise, one should quietly wait for a pullback or a repeated horizontal consolidation to lure in more buyers. The short-term trading rhythm of Mirion Tech has entered a defensive stage of "always ready to retreat," and the significance of the $24.5 watershed is enormous

Morning Trend | Mirion Tech is in a range consolidation, waiting for a key point breakout at 24.5?