Invesco Small Cap Value Fund Q2 2026 Portfolio Activity

Teleflex management's efforts to simplify the business and return capital to shareholders should, in our view, create an opportunity for valuation improvement. Given Orion stock's recent strength, we opted to sell the position to fund other opportunities that we believe have better potential upside to intrinsic value. MKS stock's strong performance reflected broad-based AI investment demand and ongoing spending on advanced computing infrastructure.

Seeking Alpha • Aug 20, 2026

Is Allegro MicroSystems (ALGM) Outperforming Other Computer and Technology Stocks This Year?

Here is how Allegro MicroSystems, Inc. (ALGM) and Fortinet (FTNT) have performed compared to their sector so far this year.

Zacks Investment Research • Aug 4, 2026

ALGM Q1 Earnings Beat Estimates on Data Center Strength

Allegro beats Q1'27 estimates as record Data Center sales, stronger bookings and margin gains drive 27.5% revenue growth and a robust Q2 outlook.

Zacks Investment Research • Jul 31, 2026

ALGM Q1 Earnings Call Highlights AI Data Center Growth

Allegro sees AI data center demand surge, with expanding design wins, backlog growth and content opportunities in electrification and automation.

Zacks Investment Research • Jul 31, 2026

Allegro MicroSystems Q1 Earnings Call Highlights

Allegro MicroSystems NASDAQ: ALGM reported first-quarter fiscal 2027 sales of $259 million, exceeding the high end of its guidance range and rising 7% sequentially and 27% from a year earlier. Non-GAAP earnings per share reached $0.23, up 35% sequentially and 156% year over year, as the company cited operating leverage, product mix and early contributions from pricing actions.

MarketBeat • Jul 30, 2026

Allegro MicroSystems, Inc. (ALGM) Q1 2027 Earnings Call Transcript

Allegro MicroSystems, Inc. (ALGM) Q1 2027 Earnings Call Transcript

Seeking Alpha • Jul 31, 2026

Allegro MicroSystems Reports First Quarter 2027 Results

MANCHESTER, N.H., July 30, 2026 (GLOBE NEWSWIRE) -- Allegro MicroSystems, Inc. (“Allegro” or the “Company”) (Nasdaq: ALGM), a global leader in power and sensing semiconductor solutions for motion control and energy efficient systems, today announced financial results for its first quarter ended June 26, 2026.

GlobeNewsWire • Jul 30, 2026

Allegro MicroSystems, Inc. (ALGM) Beats Q1 Earnings and Revenue Estimates

Allegro MicroSystems, Inc. (ALGM) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.09 per share a year ago.

Zacks Investment Research • Jul 30, 2026

ALGM to Report Q1 Earnings: What's in the Cards for the Stock?

Allegro MicroSystems ALGM is scheduled to report first-quarter fiscal 2027 results on July 30, 2026, after market close.

Zacks Investment Research • Jul 27, 2026

Allspring Common Stock Fund Q2 2026 Fund Performance And Attribution

The Allspring Common Stock Fund outperformed the Russell 2500 Index during the second quarter, driven primarily by allocation decisions, with security selection also contributing positively. Health care was the largest contributor to relative results, driven by strong stock selection across several holdings. Conversely, consumer discretionary detracted from results, driven primarily by weakness within the specialty retail industry.

Seeking Alpha • Jul 21, 2026