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

Earnings Estimates Rising for Silicon Motion (SIMO): Will It Gain?

Silicon Motion (SIMO) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Zacks Investment Research • Aug 18, 2026

Wall Street Analysts Think Silicon Motion (SIMO) Could Surge 37%: Read This Before Placing a Bet

The consensus price target hints at a 37% upside potential for Silicon Motion (SIMO). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Zacks Investment Research • Aug 17, 2026

SIMO vs. LSCC: Which Semiconductor Stock is the Better Buy Today?

Silicon Motion's stronger stock gains, estimate revisions and cheaper valuation give it an edge over Lattice Semiconductor.

Zacks Investment Research • Aug 14, 2026

Silicon Motion Technology Corporation Announces Closing of Upsized Offering of $1,150,000,000 of 0.00% Convertible Senior Notes due 2031

Offering includes the exercise in full of the initial purchasers' option to purchase an additional $150 million principal amount of Notes Offering includes the exercise in full of the initial purchasers' option to purchase an additional $150 million principal amount of Notes

GlobeNewsWire • Aug 13, 2026

Is It Worth Investing in Silicon Motion (SIMO) Based on Wall Street's Bullish Views?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Zacks Investment Research • Aug 13, 2026

Can Silicon Motion's New MonTitan SSD Solution Drive Growth?

Silicon Motion Technology Corporation SIMO has strengthened its footprint in the evolving artificial intelligence (AI) infrastructure market by introducing its MonTitan SSD Reference Design Kit (RDK). The new platform is designed to deliver high performance, predictable latency and sustained data processing to meet the demanding storage requirements of Agentic AI workloads.

Zacks Investment Research • Aug 11, 2026

Silicon Motion Rides on Solid Revenue Growth: Time to Buy the Stock?

SIMO's revenue surged 127% in Q2, while embedded, enterprise and AI storage ramps support its strong Q3 growth outlook.

Zacks Investment Research • Aug 10, 2026

Silicon Motion Technology Corporation Announces Proposed Offering of 0.00% Convertible Senior Notes due 2031

TAIPEI, Taiwan and MILPITAS, Calif., Aug. 10, 2026 (GLOBE NEWSWIRE) -- Silicon Motion Technology Corporation (NasdaqGS: SIMO) (“Silicon Motion”), a global leader in designing and marketing NAND flash controllers for solid-state storage devices (“SSDs”), today announced its intention to offer, subject to market and other conditions, $800,000,000 aggregate principal amount of 0.00% convertible senior notes due 2031 (the “Notes”) in a private offering to persons reasonably believed to be “qualified institutional buyers” pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). Silicon Motion also expects to grant the initial purchasers of the Notes an option to purchase, for settlement within a period of 13 days from, and including, the date the Notes are first issued, up to an additional $120,000,000 aggregate principal amount of Notes.

GlobeNewsWire • Aug 10, 2026

Silicon Motion Unveils MonTitan™ SSD Reference Design Kit for AI Infrastructure

TAIPEI, Taiwan & MILPITAS, Calif.--(BUSINESS WIRE)-- #AIStorage--Silicon Motion Technology Corporation (NasdaqGS: SIMO), a global leader in designing and marketing NAND flash controllers for solid-state storage devices, today unveiled its new MonTitan™ SSD Reference Design Kit (RDK), featuring the company's next-generation patented PerformaShape™ technology. Designed for Agentic AI infrastructure, the platform enables enterprise SSDs to serve as a persistent memory layer supporting KV cache offload and auto.

Business Wire • Aug 10, 2026