Track market-moving stories before they get noisy

At ASMS, [url="]Bruker Corporation[/url] (Nasdaq: BRKR) announced the launch of the unique timsMRMS system, bringing the power of trapped ion mobility separati

At ASMS, [url="]Bruker Corporation[/url] (Nasdaq: BRKR) announced the launch of the new timsMRMS system, designed to empower researchers in petroleomics, susta

A month has gone by since the last earnings report for Bruker (BRKR - Free Report) . Shares have added about 37.1% in that time frame, outperforming the S&P 500.

Will the recent positive trend continue leading up to its next earnings release, or is Bruker due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.

Bruker Tops on Q1 Earnings & RevenuesBruker Corporation posted first-quarter 2026 adjusted earnings of 31 cents per share, down 34% year over year. The figure topped the Zacks Consensus Estimate by 33.62%. Quarterly revenues rose 2.7% year over year to $823.4 million and surpassed the consensus mark by 2.91%.

In the quarter, acquisitions contributed 2.6% to the top line, and foreign exchange provided a 4.5% tailwind, while organic revenues decreased 4.4% year over year. The Bruker Scientific Instruments (“BSI”) segment’s bookings grew organically at a high-single-digit rate, and BSI’s book-to-bill stayed above 1.0X for a third straight quarter.

CALID Leads Bruker’s Segment Results

Within the BSI segment, BioSpin revenues were $197.5 million in the first quarter, compared with $207.8 million a year ago. CALID revenues rose to $316.3 million from $280.1 million, while Nano revenues declined to $246.0 million from $256.6 million.

The Bruker Energy & Supercon Technologies (“BEST”) segment delivered $66.9 million of revenues versus $59.3 million in the prior-year quarter, while eliminations were $(3.3) million.

BRKR’s Regional Results Point to Europe as a Bright Spot

Geographically, Europe was the standout, with revenues of $321.6 million, up from $285.2 million in the prior-year quarter. The United States rose to $221.9 million from $217.4 million.

Asia Pacific revenue softened to $208.7 million from $232.6 million, while revenues in the “Other” category increased to $71.2 million from $66.2 million. The mix underscores why headline growth did not fully reflect underlying demand trends across regions.

BRKR’s Margin Performance Weakens Year Over Year

Bruker’s gross profit declined 2.9% year over year to $379.8 million in the first quarter of 2026. Gross margin contracted 269 basis points (bps) to 46.1% as the cost of revenues increased 8.1%.

Operating expenses moved higher. SG&A expenses rose 7.4% year over year to $242.1 million, while R&D expenses increased 4.3% to $101.3 million.

On an adjusted basis, operating income was $84.2 million, down 17.2% year over year, and the operating margin decreased 250 bps to 10.2%.

Management attributed the year-over-year margin pressure primarily to volume and mix, with additional headwinds from foreign exchange and tariffs, partly offset by cost-savings actions.

BRKR’s Cash Flow Rises as Debt Paydown Drives Cash Lower

Cash generation improved year over year. Operating cash flow was $71.2 million, up from $65.0 million, while capital spending was $24.2 million. This supported adjusted free cash flow of $47.0 million compared with $39.0 million in the year-ago quarter.

Bruker ended the quarter with $133.4 million of cash and cash equivalents compared with $298.8 million at the end of 2025. The company paid down $181.3 million of long-term debt during the quarter, and long-term debt stood at $1.66 billion as of March 31, 2026.

Bruker Reaffirms 2026 Outlook

Bruker reaffirmed its full-year 2026 outlook. The company continues to expect revenues of $3.57-$3.60 billion, implying 4%-5% reported growth, including 1%-2% organic growth, about 1.5% from M&A and an estimated 1.5% foreign-currency tailwind.

On the bottom line, Bruker maintained its adjusted earnings view of $2.10-$2.15 per share, calling for 15%-17% growth from the 2025 levels. Management’s framework includes an approximate $0.15 headwind from currency translation and targets 250-300 basis points of adjusted operating margin expansion for the year.

How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a downward trend in estimates revision.

The consensus estimate has shifted -11.54% due to these changes.

VGM ScoresAt this time, Bruker has a subpar Growth Score of D, a grade with the same score on the momentum front. Following the exact same course, the stock was allocated a grade of D on the value side, putting it in the bottom 40% for value investors.

Overall, the stock has an aggregate VGM Score of F. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. It's no surprise Bruker has a Zacks Rank #4 (Sell). We expect a below average return from the stock in the next few months.

Bruker Corporation (BRKR) Presents at Jefferies Global Healthcare Conference 2026 Transcript

TEMPE, Ariz.--(BUSINESS WIRE)--Amkor Technology, Inc. (Nasdaq: AMKR), a leading provider of semiconductor packaging and test services, today announced that its Board of Directors has approved a quarterly cash dividend of $0.08352 per share on the company’s common stock. The dividend will be payable on June 23, 2026 to stockholders of record as of the close of business on June 3, 2026.

About Amkor Technology, Inc.

Amkor Technology, Inc. (Nasdaq: AMKR) is the world’s largest U.S. headquartered OSAT and is a global leader in outsourced semiconductor packaging and test services. With a strong track record of innovation, a broad and diverse geographic footprint and solid partnerships with lead customers, Amkor delivers high-quality solutions that enable the world’s leading semiconductor and electronics companies to bring advanced technologies to market. The company’s comprehensive portfolio includes advanced packaging, wafer-level processing, and system-in-package solutions targeting applications for smartphones, data centers, artificial intelligence, automobiles and wearables. For more information visit amkor.com.

More News From Amkor Technology, Inc.

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Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

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Stock to Watch: Amkor Technology (AMKR - Free Report) Amkor Technology is a leading outsourced semiconductor assembly and test service provider (OSAT). The company packages and tests integrated circuits for customers across smartphones, data centers, artificial intelligence (AI), automotive, industrial and consumer devices. Its services span package design, wafer bump and probe, wafer back-grind, packaging, burn-in, system-level and final test and drop shipment. Amkor offers advanced packaging technologies, including High-Density Fan-Out (HDFO), 2.5D integration, advanced flip chip, fine pitch bumping, wafer-level processing and system-in-package solutions. 

AMKR is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Momentum investors should take note of this Computer and Technology stock. AMKR has a Momentum Style Score of A, and shares are up 4.4% over the past four weeks.

For fiscal 2026, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.46 to $2.08 per share. AMKR boasts an average earnings surprise of +40.7%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, AMKR should be on investors' short list.

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

Zacks Premium includes access to the Zacks Style Scores as well.

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The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

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Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Amkor Technology (AMKR - Free Report) Amkor Technology is a leading outsourced semiconductor assembly and test service provider (OSAT). The company packages and tests integrated circuits for customers across smartphones, data centers, artificial intelligence (AI), automotive, industrial and consumer devices. Its services span package design, wafer bump and probe, wafer back-grind, packaging, burn-in, system-level and final test and drop shipment. Amkor offers advanced packaging technologies, including High-Density Fan-Out (HDFO), 2.5D integration, advanced flip chip, fine pitch bumping, wafer-level processing and system-in-package solutions. 

AMKR is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Additionally, the company could be a top pick for growth investors. AMKR has a Growth Style Score of A, forecasting year-over-year earnings growth of 38.7% for the current fiscal year.

Two analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.46 to $2.08 per share. AMKR also boasts an average earnings surprise of +40.7%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, AMKR should be on investors' short list.

The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It LaunchesAmkor Technology NASDAQ: AMKR outlined a multi-year growth strategy centered on advanced semiconductor packaging, saying the technology has moved from a back-end manufacturing step to a critical part of system performance, integration and supply-chain design.

During the company presentation, executives said Amkor expects rising demand for high-performance computing, artificial intelligence, automotive electronics and regionalized semiconductor supply chains to reshape its revenue mix and improve its earnings profile over time.

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Advanced Packaging Moves to the Critical Path 5 Stocks to Buy in May Before the Next AI Surge HitsFarshad Haghighi, Amkor’s chief sales officer, said customer engagement is changing because packaging decisions now affect performance, manufacturability, yield, reliability and time to market.

“Packaging is no longer a downstream manufacturing decision. It is system defining,” Haghighi said. He added that customers are bringing Amkor earlier into architecture and design discussions as they adopt chiplets, high-bandwidth memory, advanced power delivery and thermal management.

Amkor Technology Fires Buy Signal After Q1 2026 Earnings BeatHaghighi said the shift is moving customer relationships from transactional programs to multi-year partnerships. Earlier engagement, he said, gives Amkor better visibility into customer roadmaps, timing and scale, which supports more disciplined capacity planning, smoother ramps and better utilization through cycles.

The company highlighted four major end markets:

Computing and AI: Amkor said this is its fastest-growing market, driven by heterogeneous integration, chiplets, 2.5D packaging, high-density interconnects, co-packaged optics and proximity to high-bandwidth memory. Automotive: Amkor said electrification, software-defined vehicles, ADAS, centralized computing and power modules require long product cycles, stringent qualifications and high reliability. Communications: Haghighi said Amkor supports many functions in premium smartphones and expects semiconductor value per premium-tier smartphone to rise from $225 today toward $400 over the next few years. IoT and consumer devices: The company said wearables, hearables, smart home and health devices require compact system-in-package solutions and early collaboration around integration and power efficiency. Haghighi also cited a customer video from Apple Chief Operating Officer Sabih Khan, who said advanced packaging is “a key component” of Apple silicon and described Amkor as “a critical partner” in helping build an end-to-end U.S. silicon supply chain.

Technology Roadmap Focuses on Scalable Platforms Doug Scott, corporate vice president of advanced and mainstream business units, said Amkor sells high-tech packaging and test services that are essential to turning raw silicon into usable high-performance devices.

Scott said the industry is moving from individual chips to “systems of chips,” with packaging acting as the integration layer for bandwidth, latency, power delivery and reliability. He said Amkor’s roadmap is based on scalable platforms including flip chip, 2.5D and high-density fan-out.

The company said it has more than a dozen 2.5D engagements, four high-density fan-out redistribution layer devices ramping to production this year and its first high-density fan-out bridge package expected to ramp next year for AMD. Scott said AMD refers to that CPU device as Elevated Fanout Bridge, or EFB, and said it will initially ramp in South Korea with planned U.S. onshoring at Amkor Arizona.

Scott also said Amkor is developing three co-packaged optics opportunities and described the broader advanced packaging projects as “billion-dollar opportunities over their product life cycles.”

In a customer video, NVIDIA Executive Vice President of Operations Debora Shoquist said Amkor has contributed advanced packaging solutions that support the performance and reliability of NVIDIA products, adding that U.S. investments support a more resilient supply chain.

Arizona Expansion Anchors U.S. Manufacturing Strategy Amkor executives repeatedly emphasized the company’s geographic footprint as a strategic pillar. Scott said Amkor operates across nine countries, 20 factories and 30,000 employees. He said South Korea is Amkor’s high-volume advanced packaging and test hub, Taiwan supports advanced wafer-level technology and test, Vietnam offers geodiversity and cost advantages, and Portugal supports automotive supply resiliency in Europe.

The company said its Arizona campus will add high-volume advanced packaging and test capacity in the United States, including wafer bump, wafer probe, flip chip, high-density fan-out assembly and final test. Scott said the first construction phase includes 355,000 square feet of clean room space and that the Arizona site will be Amkor’s most automated factory.

Amkor also said it recently secured an additional 67 acres adjacent to its 104-acre Arizona property, positioning the company for potential future growth. Construction, workforce development, equipment installation, line verification and qualification are expected to lead to high-volume production as programs clear qualification in 2028.

Kevin Zhang, deputy co-CEO of TSMC, said in a video that TSMC and Amkor have been long-standing partners in Asia and that their Arizona collaboration combines front-end fabrication with advanced packaging and test to support customers’ needs for geographic flexibility.

Financial Targets Call for Revenue and Margin Expansion Megan Faust said Amkor is entering an “invest and ramp” phase from 2025 through 2028, followed by a “ramp and leverage” phase from 2028 onward. She said the first phase includes deliberate growth investments, capacity additions, program qualifications and advanced packaging platform scaling.

Faust said Amkor delivered $6.7 billion in revenue, a 14% gross margin and $1.50 in earnings per share in 2025. For 2028, the company targets revenue of $9 billion, plus or minus $500 million; gross margin of 17.5%, plus or minus 100 basis points; and EPS of $2.50, plus or minus $0.25.

By 2030, Amkor said it expects more than $11 billion in revenue, more than 22% gross margin and EPS greater than $5. Faust said the 2030 EPS target represents more than three times the 2025 result.

Faust said the model assumes a continued shift toward higher-value advanced packaging, initial Arizona ramp costs in 2027 and 2028, and revenue acceleration in 2029 and 2030 as the first Arizona facility comes online. She said the model does not yet include a second Arizona facility.

For Arizona, Faust said Amkor has announced two phases with an estimated total investment of $7 billion. Phase 1 high-volume manufacturing is targeted to begin in 2028, with full-scale build-out by 2030. At full scale, current visibility suggests approximately $1 billion in revenue and gross margins exceeding 30%, she said.

Q&A Highlights Visibility, Capital Spending and Customer Demand In response to analyst questions, Amkor executives said their 2028 and 2030 targets are based on programs where the company has high visibility and confidence, while other pipeline opportunities could provide upside. Executives also said phase 2 of Arizona remains under customer discussion and is not yet included in the long-term model.

Faust said Amkor had $4.1 billion in total liquidity on a pro forma basis as of March 31, including $3 billion in cash and short-term investments and $1.1 billion on its line of credit. She said the company remains committed to growing its regular dividend and has not considered pausing or stopping it.

Amkor said its long-term strategy is based on earlier customer engagement, scalable technology platforms and a geographic footprint designed to support regional supply-chain needs while protecting utilization and returns.

About Amkor Technology NASDAQ: AMKRAmkor Technology, Inc NASDAQ: AMKR is a leading provider of outsourced semiconductor packaging and test (OSAT) services, supporting integrated device manufacturers and semiconductor foundries worldwide. The company offers a broad range of advanced packaging solutions, including wafer bumping, flip chip, system-in-package and ball grid array technologies, designed to meet the performance, power and form-factor demands of applications across consumer electronics, automotive, communications and industrial markets.

In addition to packaging, Amkor delivers comprehensive test services such as wafer probing, final test, system-level test and digital, analog and mixed-signal testing, enabling customers to accelerate time-to-market and reduce total costs.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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The logo of semiconductor company Advanced Micro Devices (AMD) is displayed over a booth at the Web Summit digital trade show in Vancouver, British Columbia, Canada, May 12, 2026. REUTERS/Chris Helgren Purchase Licensing Rights, opens new tab

SAN FRANCISCO, May 21 (Reuters) - Amkor Technology (AMKR.O), opens new tab is working with Advanced Micro Devices (AMD.O), opens new tab on packaging AMD's chips, Amkor said ​on Thursday.

Earlier this week, Amkor said it had secured ‌67 additional acres of land in Arizona next to a 104-acre parcel where it is developing a new campus where it plans to ​start production in 2028.

The Reuters Inside Track newsletter is your essential guide during the World Cup. Sign up here.

Modern data center chips such as ​those from AMD and Nvidia (NVDA.O), opens new tab consist of multiple chips ⁠packaged together, and those packaging steps have become a ​key bottleneck in chip production.

Amkor once specialized in less-complex chip packaging ​but is working to move into more advanced versions of the technology, including through a partnership with Taiwan Semiconductor Manufacturing where Amkor will use ​some of TSMC's technology at a facility in Arizona to ​offer some of TSMC's older technologies to joint customers.

While Amkor has previously disclosed ‌planned ⁠work with Nvidia and Apple (AAPL.O), opens new tab at the Arizona facility, Amkor CEO Kevin Engel told Reuters that the company is also working with AMD.

"We're moving up the value chain," Engel said. "We're ​more integrated with ​the customers, and ⁠that's really changing the dynamic to where we can extract more value out of our ​services."

At an investor event on Thursday, Amkor said ​it ⁠expects to have between $8.5 billion and $9.5 billion of revenue by 2028 and $11 billion in sales by 2030.

The $9 billion midpoint of the ⁠2028 ​forecast was slightly below analyst estimates ​of $9.1 billion, according to data from LSEG. Amkor shares declined 2.6% after the ​forecast.

Reporting by Stephen Nellis in San Francisco; Editing by Mark Porter

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Key Takeaways Amkor is ramping a new data center CPU HDFO program, with revenue contribution expected in Q3 2026.AMKR expects advanced packaging volumes across HDFO and 2.5D formats to nearly triple in 2026.Supply constraints delayed up to $100M in revenues, while Arizona prep costs may pressure 2027 margins. Amkor Technology’s (AMKR - Free Report) High-Density Fan-Out (HDFO) platform is becoming a key catalyst for its compute growth strategy as AI and high-performance computing workloads push semiconductor packaging requirements higher. As chipmakers move toward chiplet-based architectures and larger data center processors, advanced packaging technologies capable of improving bandwidth, power efficiency and interconnect density are becoming critical across next-generation AI infrastructure.

Amkor is positioning HDFO at the center of this transition, with a new data center CPU program entering production ramp in the second quarter of 2026 and meaningful revenue contribution expected from the third quarter onward. The opportunity is broadening beyond a single customer program, with engagements across HDFO and related advanced packaging platforms spanning more than five customers at different qualification stages, reflecting growing demand for outsourced advanced packaging capacity. Advanced packaging volumes across HDFO and 2.5D formats are on track to nearly triple in 2026, a trajectory that carries favorable margin implications as these package types command higher value content. Utilization at advanced facilities in Korea rose from the low-50% range in the first quarter of 2025 to the low-70% range in the first quarter of 2026, with new capacity expected to come online by the year-end to support ramps into 2027.

However, scaling HDFO across multiple large compute programs carries execution risks. Advanced silicon and memory supply constraints have already delayed an estimated $50 million to $100 million in revenue into future periods, while Arizona facility preparation costs are expected to pressure operating margins beginning in 2027, before production revenue scales. The Zacks Consensus Estimate for second-quarter 2026 revenues is pegged at $1.8 billion, indicating 19% year-over-year growth. As AI infrastructure increasingly shifts toward heterogeneous compute architectures, sustained execution on HDFO qualification and production ramps could remain central to supporting Amkor's long-term compute growth trajectory.

AMKR Faces Stiff CompetitionAMKR faces stiff competition from Intel Corporation (INTC - Free Report) and FormFactor (FORM - Free Report) , both pursuing overlapping opportunities in AI-driven advanced packaging. Intel Corporation, through its Intel Foundry Services division, is advancing its own chiplet packaging technologies, including EMIB and Foveros, targeting the same data center CPU and HPC customers that AMKR is actively qualifying HDFO programs for.

Intel's ability to bundle design and packaging under one roof remains a structural differentiator. FormFactor competes for compute packaging test revenue, an area where AMKR has been expanding capacity in Korea. FormFactor's probe card solutions are deeply tied to the same advanced node demand wave. While AMKR's scale and pure-play OSAT positioning remain advantages, Intel Corporation and FormFactor reflect how broadly the advanced packaging opportunity is being contested.

AMKR’s Share Price Performance, Valuation & EstimatesAmkor Technology shares have surged 67% year to date compared with the Zacks Electronics - Semiconductors industry’s appreciation of 40.6% and the Zacks Computer and Technology sector’s return of 16.7%.

AMKR’s YTD Price Performance
Image Source: Zacks Investment Research

Amkor Technology's stock is trading at a forward 12-month price/sales of 2.09X compared with the industry’s 9.33X. AMKR has a Value Score of C.

AMKR’s Valuation
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for AMKR’s second-quarter 2026 earnings is pegged at 47 cents per share, up by 67.8% over the past 30 days, indicating growth of 113.64% year over year.

AMKR currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

It has been about a month since the last earnings report for Amkor Technology (AMKR - Free Report) . Shares have added about 2.9% in that time frame, underperforming the S&P 500.

But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Amkor Technology due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent drivers for Amkor Technology, Inc. before we dive into how investors and analysts have reacted as of late.

Amkor Q1 Earnings Beat Estimates, Revenues Rise Y/Y on Broad DemandAmkor Technology reported first-quarter 2026 earnings of 33 cents per share, which beat the Zacks Consensus Estimate by 43.48%. The company reported earnings of 9 cents per share in the year-ago quarter.

Net sales of $1.68 billion surpassed the Zacks Consensus Estimate by 1.97%. The figure increased 27.5% year over year. The quarter’s performance reflected broad-based end-market strength. Sequentially, sales declined 10.8%, primarily due to seasonality in Communications and Consumer end markets.

AMKR’s Q1 Top Line & MixAmkor’s first-quarter 2026 revenue mix remained tilted toward higher-value work, even as overall sales stepped down sequentially. Advanced products totaled $1.37 billion, up 28.9% year over year but declining 13.2% sequentially as seasonal softness flowed through the broader top line. Mainstream products contributed $313 million, up 21.3% year over year and 1.6% sequentially, providing a steadier baseline relative to the more program-driven advanced mix.

Packaging comprised 89% of first-quarter 2026 sales, and test services accounted for 11%. Net sales from the top ten customers represented 68% in the first quarter of 2026 compared with 72% in the fourth quarter of 2025.

AMKR Q1 End Markets DetailsIn the first quarter, Communications revenues increased 42% year over year, supported by strong demand across premium-tier smartphones.

Computing revenues rose 19% year over year, with the company citing record AI datacenter revenues even as PCs and laptops remained soft.

Automotive and Industrial revenues advanced 28% year over year, and management highlighted record Advanced packaging revenues alongside improving mainstream demand.

Consumer revenues grew 4% year over year, driven by a broad-based improvement in demand across customers.

AMKR's Margin DetailsProfitability improved materially from the year-ago period. Gross profit was $239.0 million, increased 51.7% year over year, and Gross margin expanded to 14.2%, up 230 bps year over year.

Operating income reached $100.3 million, translating to a 6.0% operating margin. Operating margin expanded 360 bps on a year-over-year basis.

AMKR’s Balance Sheet & Cash Flow DetailsAmkor’s liquidity remained a notable support pillar. As of March 31, 2026, total cash and short-term investments were $1.8 billion, while total debt was $1.4 billion. The company also cited liquidity of $2.9 billion and a debt-to-EBITDA ratio of 1.1x.

Amkor paid a quarterly dividend of 8 cents per share on March 31, 2026, and its board authorized the repurchase of up to $300 million of common stock on April 23.

In the reported quarter, net cash provided by operating activities was $145.1 million. The company invested $224.6 million in property, plant and equipment, and it also increased short-term investments on a net basis during the quarter, reflecting ongoing capital deployment priorities.

AMKR’s Q2 & 2026 GuidanceFor the second quarter of 2026, AMKR expects net sales of $1.75 billion to $1.85 billion and a gross margin of 14.5% to 15.5%. Net income is expected to be $105 million to $130 million. Diluted EPS ranges between 42 cents and 52 cents per share.

Full-year 2026 capital expenditures are projected at approximately $2.5 billion to $3.0 billion.

Operationally, the company framed the year as a “strong start,” pointing to an expanding footprint to meet customer needs, improving utilization while monitoring material constraints and preparing for key Advanced packaging ramps. Initiatives highlighted include meeting Arizona campus construction milestones, completing a Korea test building by year's end, investing in advanced packaging platforms and ramping an HDFO datacenter CPU program in the second quarter.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in fresh estimates.

The consensus estimate has shifted 65.88% due to these changes.

VGM ScoresCurrently, Amkor Technology has a great Growth Score of A, a score with the same score on the momentum front. However, the stock was allocated a score of C on the value side, putting it in the middle 20% for value investors.

Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. Interestingly, Amkor Technology has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

Performance of an Industry PlayerAmkor Technology is part of the Zacks Electronics - Semiconductors industry. Over the past month, Lam Research (LRCX - Free Report) , a stock from the same industry, has gained 28.4%. The company reported its results for the quarter ended March 2026 more than a month ago.

Lam Research reported revenues of $5.84 billion in the last reported quarter, representing a year-over-year change of +23.8%. EPS of $1.47 for the same period compares with $1.04 a year ago.

For the current quarter, Lam Research is expected to post earnings of $1.65 per share, indicating a change of +24.1% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.3% over the last 30 days.

The overall direction and magnitude of estimate revisions translate into a Zacks Rank #2 (Buy) for Lam Research. Also, the stock has a VGM Score of D.

Amkor Technology (AMKR - Free Report) ended the recent trading session at $74.74, demonstrating a +2.74% change from the preceding day's closing price. The stock's change was more than the S&P 500's daily gain of 0.13%. At the same time, the Dow added 0.45%, and the tech-heavy Nasdaq gained 0.03%.

Coming into today, shares of the chip packaging and test services provider had gained 2.52% in the past month. In that same time, the Computer and Technology sector gained 11.37%, while the S&P 500 gained 5.25%.

Analysts and investors alike will be keeping a close eye on the performance of Amkor Technology in its upcoming earnings disclosure. The company is forecasted to report an EPS of $0.47, showcasing a 113.64% upward movement from the corresponding quarter of the prior year. At the same time, our most recent consensus estimate is projecting a revenue of $1.8 billion, reflecting a 19.31% rise from the equivalent quarter last year.

For the full year, the Zacks Consensus Estimates are projecting earnings of $2.08 per share and revenue of $7.59 billion, which would represent changes of +38.67% and +13.16%, respectively, from the prior year.

Investors might also notice recent changes to analyst estimates for Amkor Technology. Recent revisions tend to reflect the latest near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. Amkor Technology is currently sporting a Zacks Rank of #3 (Hold).

In the context of valuation, Amkor Technology is at present trading with a Forward P/E ratio of 34.92. This represents a discount compared to its industry average Forward P/E of 48.15.

The Electronics - Semiconductors industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 50, which puts it in the top 21% of all 250+ industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Amkor Technology (AMKR - Free Report) Amkor Technology is a leading outsourced semiconductor assembly and test service provider (OSAT). The company packages and tests integrated circuits for customers across smartphones, data centers, artificial intelligence (AI), automotive, industrial and consumer devices. Its services span package design, wafer bump and probe, wafer back-grind, packaging, burn-in, system-level and final test and drop shipment. Amkor offers advanced packaging technologies, including High-Density Fan-Out (HDFO), 2.5D integration, advanced flip chip, fine pitch bumping, wafer-level processing and system-in-package solutions. 

AMKR is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Additionally, the company could be a top pick for growth investors. AMKR has a Growth Style Score of A, forecasting year-over-year earnings growth of 38.7% for the current fiscal year.

Three analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.46 to $2.08 per share. AMKR boasts an average earnings surprise of +40.7%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, AMKR should be on investors' short list.

Amkor Technology (AMKR - Free Report) ended the recent trading session at $69.64, demonstrating a -1.79% change from the preceding day's closing price. This move lagged the S&P 500's daily loss of 1.62%. Meanwhile, the Dow experienced a drop of 1.87%, and the technology-dominated Nasdaq saw a decrease of 1.98%.

Shares of the chip packaging and test services provider witnessed a loss of 3.46% over the previous month, trailing the performance of the Computer and Technology sector with its loss of 0.74%, and the S&P 500's loss of 0.03%.

Market participants will be closely following the financial results of Amkor Technology in its upcoming release. It is anticipated that the company will report an EPS of $0.47, marking a 113.64% rise compared to the same quarter of the previous year. Alongside, our most recent consensus estimate is anticipating revenue of $1.8 billion, indicating a 19.31% upward movement from the same quarter last year.

For the full year, the Zacks Consensus Estimates project earnings of $2.08 per share and a revenue of $7.59 billion, demonstrating changes of +38.67% and +13.16%, respectively, from the preceding year.

Investors might also notice recent changes to analyst estimates for Amkor Technology. These revisions typically reflect the latest short-term business trends, which can change frequently. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. At present, Amkor Technology boasts a Zacks Rank of #3 (Hold).

Investors should also note Amkor Technology's current valuation metrics, including its Forward P/E ratio of 34.04. This expresses a discount compared to the average Forward P/E of 48.66 of its industry.

The Electronics - Semiconductors industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 50, positioning it in the top 21% of all 250+ industries.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.

In Q1 FY26, ATI Inc. saw flat revenue at $1.15B but record 20.1% EBITDA margin and 40% EPS growth, highlighting strong operational execution. Jet engine and defense segments are key growth drivers, with a record $4.1B backlog supporting revenue visibility through FY26 and beyond. An improved revenue mix and strong execution focus support margins growth in FY26 and beyond.

Investors interested in Aerospace stocks should always be looking to find the best-performing companies in the group. ATI (ATI - Free Report) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Aerospace peers, we might be able to answer that question.

ATI is one of 67 companies in the Aerospace group. The Aerospace group currently sits at #3 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sector to gauge the strength of each group.

The Zacks Rank is a proven system that emphasizes earnings estimates and estimate revisions, highlighting a variety of stocks that are displaying the right characteristics to beat the market over the next one to three months. ATI is currently sporting a Zacks Rank of #2 (Buy).

Over the past three months, the Zacks Consensus Estimate for ATI's full-year earnings has moved 6.3% higher. This is a sign of improving analyst sentiment and a positive earnings outlook trend.

According to our latest data, ATI has moved about 41.4% on a year-to-date basis. In comparison, Aerospace companies have returned an average of 0.1%. As we can see, ATI is performing better than its sector in the calendar year.

Another Aerospace stock, which has outperformed the sector so far this year, is Virgin Galactic (SPCE - Free Report) . The stock has returned 0.9% year-to-date.

In Virgin Galactic's case, the consensus EPS estimate for the current year increased 38.7% over the past three months. The stock currently has a Zacks Rank #2 (Buy).

To break things down more, ATI belongs to the Aerospace - Defense Equipment industry, a group that includes 37 individual companies and currently sits at #74 in the Zacks Industry Rank. Stocks in this group have gained about 9.6% so far this year, so ATI is performing better this group in terms of year-to-date returns.

Virgin Galactic, however, belongs to the Aerospace - Defense industry. Currently, this 29-stock industry is ranked #135. The industry has moved -3.4% so far this year.

Going forward, investors interested in Aerospace stocks should continue to pay close attention to ATI and Virgin Galactic as they could maintain their solid performance.

ATI Inc. (ATI) Presents at Bernstein 42nd Annual Strategic Decisions Conference Prepared Remarks Transcript

Key Takeaways ATI shares set a new 52-week high, touching $181.02.ATI beat Q1 EPS estimates as aerospace, defense and specialty energy demand stayed strong.ATI is investing in nickel alloys, boosting free cash flow, cutting debt and buying back shares aggressively. Shares of ATI Inc. (ATI - Free Report) scaled a new 52-week high of $181.02 before closing the session at $178.98.

The company’s shares have gained 121.6% in a year compared with the industry’s growth of 29.7%.

Image Source: Zacks Investment Research

ATI currently has a market capitalization of roughly $24.4 billion and a Zacks Rank #2 (Buy). 

Let’s take a look at the factors that are driving ATI stock. 

What’s Aiding ATI Stock?ATI posted adjusted earnings of $1 per share in the first quarter of 2026, topping the Zacks Consensus Estimate of 88 cents.

ATI continues to benefit from strong demand across its core aerospace, defense and specialty energy markets. The ongoing production ramp in both narrow-body and wide-body commercial aircraft, coupled with growing adoption of next-generation jet engines, is driving increased demand for ATI's proprietary alloys, forgings and specialty materials. Defense spending remains another powerful tailwind, supporting demand for titanium and advanced alloys used across naval, air, missile and ground-based programs. At the same time, ATI's specialty energy business is gaining momentum as investment in nuclear power and gas turbine infrastructure rises to support growing electricity needs from AI-driven data centers.

The company is reinforcing its position through targeted capital investments aimed at expanding its nickel alloy capabilities rather than pursuing broad capacity additions. ATI's planned investments, including upgrades to its nickel melt system and new vacuum induction melting capacity, are backed in part by customer co-funding and focused on high-margin aerospace applications.

Strong free cash flow generation, improving margins, and a strengthened balance sheet have further enhanced financial flexibility, allowing ATI to reduce debt while returning substantial capital to shareholders through aggressive share repurchases. Together, these factors position the company to capitalize on long-term growth opportunities while continuing to drive shareholder value.

Beyond favorable demand and disciplined capital allocation, ATI is benefiting from being viewed as a supplier of aerospace and defense materials rather than a cyclical metals producer, supporting its role as a specialty metals producer. ATI's proprietary products and a limited number of approved competitors create a moat and strengthen pricing power. Supply constraints across titanium and nickel-based superalloys further enhance ATI's competitive position, allowing the company to capture opportunities. Margin expansion and free cash flow generation are also placing investors’ trust in ATI's ability to consistently translate it into meaningful growth.

Stocks to ConsiderSome other top-ranked stocks in the Basic Materials space are CF Industries Holdings, Inc. (CF - Free Report) , Albemarle Corporation (ALB - Free Report) and Avino Silver & Gold Mines Ltd. (ASM - Free Report) .

While CF and ALB sport a Zacks Rank #1 (Strong Buy) each at present, ASM carries a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for CF’s 2026 earnings is pegged at $17.57 per share, indicating a rise of 87.51% year over year. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 11.42%. CF’s shares have soared 21.8% over the past year.

The Zacks Consensus Estimate for ALB’s 2026 earnings is pinned at $12.39 per share, indicating a 1,668.35% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, while missing it in one, with an average surprise of 74.5%. ALB’s shares have jumped 210.7% over the past year.

The Zacks Consensus Estimate for ASM’s current fiscal-year earnings is pinned at 39 cents per share, indicating a 34.48% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the four trailing quarters, with an average earnings surprise of 118.3%.

ATI Announces Proposed Senior Notes Offering PR Newswire DALLAS, June 3, 2026 DALLA

, /PRNewswire/ -- ATI Inc. (NYSE: ATI) announced today that it has priced its public offering of senior notes. ATI has agreed to sell $450 million aggregate principal amount of 5.875% Senior Notes due 2033 (the "Notes"). The Notes will pay interest semi-annually in arrears at a rate of 5.875% per year and will mature on June 15, 2033, unless earlier redeemed or repurchased. 

ATI intends to use approximately $350 million of the net proceeds of the offering of the Notes to redeem all of its outstanding 5.875% Senior Notes due 2027 (the "2027 Notes"). Any net proceeds that are not used to fund this redemption will be used for general corporate purposes. This news release is not a notice of redemption with respect to the 2027 Notes.

Goldman Sachs & Co. LLC and J.P. Morgan Securities LLC are acting as the joint book-running managers and co-global coordinators for the offering. 

The offering of the Notes is being made pursuant to an effective shelf registration statement. The offering will be made only by means of a prospectus supplement and the accompanying prospectus. Copies of the preliminary prospectus supplement and the accompanying prospectus may be obtained from Goldman Sachs & Co. LLC, Attention: Registration Department, 200 West Street, New York, NY 10282, telephone: (866) 471-2526, or by emailing [email protected] or from the Securities and Exchange Commission's website at www.sec.gov.

This news release shall not constitute an offer to sell or a solicitation of an offer to buy, nor shall there be any sale of the Notes in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. 

***********

This news release contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Certain statements in this news release relate to future events and expectations and, as such, constitute forward-looking statements. Forward-looking statements, which may contain such words as "anticipates," "believes," "estimates," "expects," "would," "should," "will," "will likely result," "forecast," "outlook," "projects," and similar expressions, are based on management's current expectations and include known and unknown risks, uncertainties and other factors, many of which we are unable to predict or control. Our performance or achievements may differ materially from those expressed or implied in any forward-looking statements due to the following factors, among others: (a) material adverse changes in economic or industry conditions generally, including global supply and demand conditions and prices for our specialty materials; (b) material adverse changes in the markets we serve; (c) our inability to achieve the level of cost savings, productivity improvements, synergies, growth or other benefits anticipated by management from strategic investments and the integration of acquired businesses; (d) volatility in the price and availability of the raw materials that are critical to the manufacture of our products; (e) declines in the value of our defined benefit pension plan assets or unfavorable changes in laws or regulations that govern pension plan funding; (f) labor disputes or work stoppages; (g) equipment outages; (h) business and economic disruptions associated with extraordinary events beyond our control, such as war, terrorism, international conflicts, public health issues, such as epidemics or pandemics, natural disasters and climate-related events that may arise in the future; and (i) other risk factors summarized in our Annual Report on Form 10-K for the year ended December 28, 2025, and in other reports filed with the Securities and Exchange Commission. We assume no duty to update our forward-looking statements.

ATI: Proven to Perform.

ATI (NYSE: ATI) is a global producer of high performance materials and solutions for the global aerospace & defense markets, and critical applications in electronics, medical and specialty energy. We're solving the world's most difficult challenges through materials science. We partner with our customers to deliver extraordinary materials that enable their greatest achievements: their products fly higher and faster, burn hotter, dive deeper, stand stronger and last longer. Our proprietary process technologies, unique customer partnerships and commitment to innovation deliver materials and solutions for today and the evermore challenging environments of tomorrow.  We are proven to perform anywhere. 

SOURCE ATI

3 Beaten Down Pharmaceuticals With Catalysts for Higher Prices Aclaris Therapeutics NASDAQ: ACRS executives outlined a busy clinical calendar for the biotechnology company during a fireside chat at the Jefferies 2026 Global Healthcare Conference, highlighting upcoming readouts across its immunology pipeline and a planned Phase 2 asthma study for its lead bispecific antibody.

Neal Walker, Aclaris’ chief executive officer, said the company is focused on both large- and small-molecule therapeutics and currently has three clinical-stage assets, with another expected to move toward an investigational new drug application in the second half of the year.

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Walker said Aclaris is running two Phase 1b studies of ATI-052, a bispecific antibody targeting TSLP and IL-4R, with data expected in the second half of the year. The company is also advancing a TSLP monoclonal antibody through a Phase 2 study in moderate to severe atopic dermatitis, expected to read out at the end of the year. On the small-molecule side, Aclaris plans to start a study of ATI-2138, an oral ITK/JAK3 inhibitor, in lichen planus in the second half of the year. A next-generation ITK inhibitor, engineered to remove JAK3 activity, is also headed toward an IND in the second half.

ATI-052 Seen as Key Near-Term Focus Much of the discussion centered on ATI-052, which Walker described as targeting IL-4R and TSLP, the same three inflammatory mediators implicated by Pfizer’s trispecific approach in atopic dermatitis: IL-4, IL-13 and TSLP. Walker said Pfizer’s data were the most relevant read-through for Aclaris because IL-4R inhibition blocks both IL-4 and IL-13 signaling.

“We think it makes sense to continue to pursue that in AD, and we’re looking forward to reporting out on our Phase 1b data,” Walker said.

Hugh Davis, Aclaris’ president, said prior healthy volunteer single- and multiple-ascending-dose data showed favorable pharmacokinetics, including duration that could support dosing as infrequently as every three months. He said the company observed complete inhibition of either TSLP- or IL-4-activated TARC secretion in its pharmacodynamic assays.

Davis also said the company saw “very low incidence and very low titer” of anti-drug antibodies in healthy volunteers, with no impact on clearance. He added that ATI-052’s half-life was “greater than three times that of Dupixent.”

Roland Kolbeck, Aclaris’ chief scientific officer, said the company’s pharmacodynamic assay used cytokine concentrations far above those typically seen in disease, adding that Aclaris feels “really, really comfortable” with the results generated.

Phase 2 Asthma Study Planned for Fourth Quarter Walker said Aclaris has already decided to move ATI-052 into a Phase 2 asthma study, with the trial expected to start in the fourth quarter. He said the decision is based on internal data and the existing validation of both Dupixent and Tezepelumab in asthma.

“All we’re simply saying is we’ve got the ability to target both molecules within the same construct,” Walker said. “From our perspective, that doesn’t take a lot of thinking about.”

The planned Phase 2 asthma study will follow the company’s Phase 1b readouts, which Walker said are expected in the early part of the second half of the year.

Kolbeck said the asthma Phase 1b study is a 16-patient, single-dose trial in moderate asthmatics with high type 2 inflammatory markers, including FeNO above 35 parts per billion and circulating eosinophils above 150. The company will assess FeNO reduction, eosinophil reduction and FEV1 improvement, with an expectation of seeing effects similar to or better than Dupixent within the study’s short time frame.

Atopic Dermatitis Readout to Guide Next Steps Walker said the atopic dermatitis Phase 1b study is placebo-controlled and designed to look for signs of additive or synergistic benefit. He said the company would like to see directionality showing ATI-052 performs better than Dupixent, with a 5% improvement across efficacy measures representing added upside and a 10% improvement representing a “home run scenario.”

If the company sees even its base-case result, Walker said Aclaris would move forward in atopic dermatitis. Davis said a future study would likely include three active dose arms and placebo, with the Phase 1b data helping determine dose and dosing interval.

TSLP Monoclonal Antibody Could Be Partnering Candidate Aclaris is also studying a TSLP monoclonal antibody in atopic dermatitis, with data expected after the ATI-052 Phase 1b readouts. Walker said the company would want to see statistically significant results and efficacy on par with Dupixent to justify further development.

However, he said ATI-052 could “necessarily cannibalize” the TSLP monoclonal antibody if it continues to produce the expected data, and Aclaris expects to “over-index” spending on the bispecific going forward. Walker suggested the TSLP monoclonal antibody could be better advanced in a partner’s hands if the data are strong.

Walker also referenced Aclaris’ China partner, which is conducting Phase 3 studies in asthma and chronic rhinosinusitis with nasal polyps, as well as a Phase 2 COPD study. He said those studies may read out in late 2027 or 2028, and that everything Aclaris has seen to date has been “quite encouraging.”

Small-Molecule Franchise Remains Part of Strategy Walker described ATI-2138 as a broad inhibitor hitting ITK, TXK and JAK3, calling it “a pretty large hammer.” Aclaris used atopic dermatitis as a proof-of-concept indication but now plans to study the drug in lichen planus, where Walker said the mechanism is a strong fit because of the disease’s antigenic stimulation through the T-cell receptor.

Walker said lichen planus includes mucosal, cutaneous and hair follicle-related phenotypes, with no approved therapies. He said Aclaris is in discussions with regulators on the appropriate path and expects there may be ways to expedite development.

Looking ahead, Walker said the company views ATI-052 and its next-generation ITK inhibitor as the two “game-changer” molecules in its portfolio. He said Aclaris had $191 million on its balance sheet and is fully funded through the end of 2028, including the planned Phase 2 asthma study for ATI-052.

About Aclaris Therapeutics NASDAQ: ACRSAclaris Therapeutics, Inc NASDAQ: ACRS is a clinical‐stage biopharmaceutical company focused on discovering, developing and commercializing novel small‐molecule therapies for dermatologic diseases and related rare disorders. The company's pipeline includes several product candidates designed to address chronic inflammatory skin conditions and non‐melanoma skin lesions. Lead programs include ATI‐50002, a topical agent in late‐stage development for molluscum contagiosum removal; ATI‐50003 for common wart resolution; ATI‐1501, an oral JAK1/2 inhibitor targeting pruritic disorders; and ATI‐450, an oral MK2 inhibitor for inflammatory indications.

Founded in 2016 and headquartered in Malvern, Pennsylvania, Aclaris leverages proprietary chemistry platforms and translational research capabilities to advance multiple clinical and preclinical candidates.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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LEAWOOD, Kan., June 11, 2026 (GLOBE NEWSWIRE) -- Ascend Learning, a leading healthcare and learning technology company, today announced that the ATI Engage® Series, a product by Ascend brand ATI Nursing Education, has been selected as winner of the “Digital Learning Innovation Award” in the 8th annual EdTech Breakthrough Awards program conducted by EdTech Breakthrough, a leading market intelligence organization that recognizes the top companies and solutions in the global educational technology market.

The ATI Engage® Series is a fully digital, multimedia-rich interactive learning platform with a strong focus on core, evidence-based nursing content designed to prepare practice-ready nurses. Engage allows students to see the areas where they scored lower or need deeper understanding and then access targeted resources to strengthen their knowledge while helping them build confidence, competence and the clinical judgment required for clinical readiness and real-world care.

At the center of the experience is Claire AI®, a personalized learning assistant designed to study alongside learners, reinforce key concepts and provide real-time guidance. Students can explore topics, practice clinical reasoning and receive tailored explanations and feedback based on their individual learning needs—supporting deeper understanding and long-term retention.

ATI Engage offers a variety of digital resources that help students engage with content in ways that align with their learning preferences and deepen understanding. Interactive case studies, videos and podcasts bring real patient encounters to life, creating immersive, multimodal experiences that improve motivation, engagement and knowledge retention while offering multiple pathways to mastery.

Engage also empowers educators to quickly and easily deliver inclusive, engaging, and outcomes-aligned instruction. It enables them to create lesson plans from pre-built slides, clinical scenarios, and next-generation NCLEX-style assessments, while real-time analytics provide actionable insights into student performance. The platform supports teaching effectiveness through actionable insights, pre-built learning resources, and tools that help educators personalize instruction.

“Engage’s digital learning landscape transforms passive study into active clinical reasoning. Preparing new nurses is urgent but challenging, with students expected to develop clinical judgment and decision-making skills while faculty navigate competing demands. Traditional text-based resources fall short in delivering interactive, applied learning experiences that build real-world competence,” said Steve Johansson, managing director, EdTech Breakthrough. “With the ATI Engage Series, students and educators operate in seamless partnership through a connected platform that transforms lessons into immersive, practice-ready experiences, making the journey to becoming a clinical-ready nurse as engaging and human as possible for everyone involved.”

“Effective learning experiences do more than deliver information; they help students build the confidence and clinical judgment needed to succeed in practice,” said Tushar Tanna, SVP Product at Ascend Learning. “The ATI Engage® Series combines evidence-based content, interactive learning and AI-powered support to meet students where they are and help educators drive stronger outcomes. We’re honored to be recognized by EdTech Breakthrough for our continued commitment to innovation in healthcare education.”

The EdTech Breakthrough Awards program returns for its 8th annual cycle with its largest and most competitive field yet drawing a record number of nominations from innovators across more than 20 countries. The program is dedicated to recognizing breakthrough educational technology products and companies reshaping how the world learns – in classrooms, campuses, boardrooms and beyond. Thousands of entries were evaluated across a wide range of categories spanning the full edtech spectrum, including Student Engagement, Classroom Management, School Administration, Adaptive Learning, STEM Education, Corporate Learning, Career Preparation, Language Learning and many more.

About Ascend Learning
Ascend Learning is a leading healthcare and learning technology company. With products that span the learning continuum, Ascend focuses on high-growth careers in a range of industries, with a special focus on healthcare and other licensure-driven occupations. Ascend Learning products, from testing to certification, are used by physicians, emergency medical professionals, nurses, allied health professionals, certified personal trainers, financial advisors, skilled trades professionals and insurance brokers.

About ATI Nursing Education
ATI helps create competent, practice-ready nurses who are dedicated to maintaining public safety and ensuring the future of healthcare. As a leading provider of online learning programs for nursing, ATI supports and helps educate future nurses from admissions, throughout undergraduate and graduate nursing school, and via continuing education over the course of their careers. ATI began in 1998 with the aid of a nurse, and ATI's team of doctorate- and master's-prepared nurse educators continue to lead the development of ATI's psychometrically designed and data-driven solutions. These solutions improve faculty effectiveness, fuel student progress, and advance program outcomes in three distinct areas: assessing performance, remediating problem areas, and predicting future student and program success. For nursing school administrators and nurse educators, ATI is the trusted advisor that consistently drives nursing success. To learn more about ATI, visit www.atitesting.com.

About EdTech Breakthrough
Part of Tech Breakthrough, a leading market intelligence and recognition platform for global technology innovation and leadership, the EdTech Breakthrough Awards program is devoted to honoring excellence in educational technology products, companies and people. The EdTech Breakthrough Awards provide a platform for public recognition around the achievements of breakthrough educational technology in categories including remote learning, student engagement, school administration, career preparation, language learning, STEM education and more. For more information, visit EdTechBreakthrough.com.

Tech Breakthrough LLC does not endorse any vendor, product or service depicted in our recognition programs, and does not advise technology users to select only those vendors with award designations. Tech Breakthrough LLC recognition consists of the opinions of the Tech Breakthrough LLC organization and should not be construed as statements of fact. Tech Breakthrough LLC disclaims all warranties, expressed or implied, with respect to this recognition program, including any warranties of merchantability or fitness for a particular purpose.

Media contacts:
[email protected]

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/5c2f0c8e-100b-426d-b81f-cd453c37fdc3.

EdTech Breakthrough Awards Logo EdTech Breakthrough Awards Logo

Key Takeaways ATI shares gained 25.5% in three months, outpacing the industry's 2.3% rise.Higher aircraft build rates and next-gen jet engines are lifting demand for ATI's materials.ATI is upgrading nickel melts and adding vacuum induction melting, while cutting costs. ATI Inc. (ATI - Free Report) shares have gained 25.5% over the past three months. The company has also outperformed the Zacks Aerospace-Defense Equipment industry’s 2.3% rise and the S&P 500’s 9.1% increase over the same period.

Image Source: Zacks Investment Research

Surge in Demand and Capital Investments Drive UpsideATI continues to benefit from robust demand across its key aerospace, defense, and specialty energy end markets. Rising production rates for both narrow-body and wide-body commercial aircraft, along with increasing adoption of next-generation jet engines, are fueling demand for the company’s proprietary alloys, forgings and specialty materials.

Defense spending also remains a significant growth driver, supporting demand for titanium and advanced alloys used in naval, aviation, missile and ground-based military programs. Meanwhile, ATI’s specialty energy segment is gaining traction as growing investments in nuclear power and gas turbine infrastructure help meet rising electricity demand, particularly from AI-driven data centers.

To strengthen its competitive position, ATI is making targeted capital investments focused on expanding its nickel alloy capabilities rather than broadly increasing capacity. Key initiatives include enhancements to its nickel melt system and the addition of new vacuum induction melting capacity. These investments, which are partially funded by customers, are primarily aimed at supporting high-margin aerospace applications and reinforcing ATI’s long-term growth prospects.

Amid the challenging macro environment fueled by geopolitical tensions, ATI has implemented structural cost reductions through footprint optimization, productivity improvements and supply-chain efficiencies, while closely aligning capital expenditures and working capital with demand to preserve cash and enhance free cash flow.

ATI’s Zacks Rank & Other Key PicksATI currently carries a Zacks Rank #2 (Buy).

Some other top-ranked stocks in the Basic Materials space are Albemarle Corporation (ALB - Free Report) , CF Industries Holdings, Inc. (CF - Free Report) and Avino Silver & Gold Mines Ltd. (ASM - Free Report) .

While ALB sports a Zacks Rank #1 (Strong Buy) at present, CF and ASM carry a Zacks Rank #2 each. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for ALB’s 2026 earnings is pinned at $12.39 per share, indicating a 1,668.35% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed once, with an average surprise of 74.5%. ALB’s shares have jumped 135.6% over the past year.

The Zacks Consensus Estimate for CF’s 2026 earnings is pegged at $17.16 per share, indicating a rise of 83.14% year over year. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 11.42%. CF’s shares have soared 16.5% over the past year.

The Zacks Consensus Estimate for ASM’s current fiscal-year earnings is pinned at 39 cents per share, indicating a 34.48% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 125%.

[url="]Marvell Technology, Inc[/url]. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today introduced Marvell Teralynx T100, the indu

NYSE American: UEC

, /PRNewswire/ - Uranium Energy Corp (NYSE American: UEC), the ("Company" or "UEC") is pleased to announce that the Company will issue its fiscal 2026 third quarter operating and financial results before the markets open on Tuesday, June 9, 2026.

A conference call will be held at 11:00 a.m. ET (8:00 a.m. PT) on Tuesday, June 9, 2026, to discuss these results. To participate, please use one of the following methods:

Webinar: Click Here
North America (toll-free): 1-877-270-2148
International: 1-412-902-6510

The fiscal 2026 third quarter results presentation will be available on UEC's website at www.uraniumenergy.com and a replay of the event will be available following the presentation.

About Uranium Energy Corp

Uranium Energy Corp is America's largest and fastest growing uranium company. The Company controls the largest uranium resource base and the most licensed production capacity in the United States, totaling approximately 12 million pounds per year across its Wyoming and South Texas platforms. In Canada, the Company controls one of the most extensive land and resource portfolios in the Athabasca Basin, anchored by the Roughrider Project in Saskatchewan. Through its wholly owned subsidiary, United States Uranium Refining & Conversion Corp, UEC is pursuing domestic refining and conversion capabilities to further strengthen the U.S. nuclear fuel supply chain. UEC maintains a 100% unhedged uranium strategy, providing full exposure to uranium market fundamentals. The Company is managed by professionals with decades of experience across uranium exploration, development, production, and fuel cycle infrastructure.

Stock Exchange Information:
NYSE American: UEC
WKN: AOJDRR
ISIN: US9168961038

SOURCE Uranium Energy Corp