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SECTOR COVERAGE

Technology Stock News

50 STORIES · UPDATED 4H AGO

AI infrastructure, cloud platforms, and the mega-cap complex drive index returns. We cover the names building the compute layer and the second-order plays around them, with a focus on whether the capex is compounding value or just spending.

By Basis Report Editorial DeskReviewed by Basis Report Methodology TeamMethodology
Top StoryACHR

Archer Insiders Sold at $6.40; Analysts See $10.61

Four Archer Aviation executives exercised stock options and sold $1.44 million in shares at $6.31–$6.41 in mid-August, days after the company's Boeing defense deal sent shares higher. The stock now trades at $5.50 — below every insider's August sale price — while analysts carry a $10.61 consensus ta

LSCCAnalysis-11%

Lattice Semi Falls 11% Weeks After SVPs Sold Millions

Lattice Semiconductor shares fell 11.0% on September 15, 2026 to $105.81 — weeks after two SVPs made open-market sales totaling $2.36 million at price…

FIGBrief

Figma Raises Revenue Forecast, But 70x P/E Pricing Perfection

Figma raised its full-year revenue guidance as AI-powered design tools drove better-than-expected results, but the rapid rebound from 52-week lows to …

ACHRAnalysis

Archer Aviation Files Delisting Despite $1.56B Cash

Archer Aviation filed a Notice of Delisting or Transfer of Listing on September 4 but hasn't clarified whether it's a voluntary exchange transfer or a…

DOCNAnalysis

DOCN Insiders Sell Before Truist's $175 Target

Three DigitalOcean executives sold $3.93M in shares at $105.73 on September 3, seven days before a material financial obligation drove the stock above…

TECKAnalysis

Teck Trades $12 Above Target as Merger Clouds Gather

Teck Resources stock slid this week as merger timing uncertainty appeared to pressure shares, even as the company already trades roughly $12 above its…

IRENBrief

IREN Limited Gets 48% Upside Target From JPMorgan, Stock Falls

JPMorgan skipped Neutral and double-upgraded IREN Limited straight to Buy with a 48% upside price target on AI neocloud potential, even as the stock f…

DOCUBrief

DocuSign Lifts Guidance; Director Sells $3 Million Outside Plan

DocuSign raised forward guidance and announced AI updates while a director sold 46,000 shares outside a preset trading plan, splitting the signal on w…

QBTSBrief

D-Wave Quantum Soars as Trump Commits $2 Billion to Quantum Sector

The Trump administration announced a $2B quantum computing funding program structured as equity stakes, sending QBTS and sector peers sharply higher, …

GDDYAnalysis

GoDaddy Execs Sell $3M as Lawsuit Deadline Nears

GoDaddy's CEO and CFO exited $3.07 million in synchronized stock sales just before fraud suits approach October deadlines. The suits cite a 14% stock …

ACLSAnalysis

Axcelis Beats Earnings Yet Stock Slides on $35M Plant Plan

Axcelis Technologies delivered four consecutive earnings beats, including a 33.1% positive surprise, yet the stock fell from $191.60 in June to $113.4…

SMCIAnalysis-8%

Super Micro Insiders Sell $15.4M; Stock Drops 8%

Super Micro Computer's CEO and a director sold $15.44 million in combined shares on September 3-4, with the stock dropping 8% days later despite a 77.…

SOUNAnalysis

SoundHound Execs Sold at $7.46. Grants Came at $6.74.

SoundHound AI closed its LivePerson acquisition on September 4, 2026, arriving at a near-debt-free balance sheet — but five senior executives who coll…

SOUNAnalysis

SoundHound Goes Debt-Free but Opens Dilution Floodgate

SoundHound closed the LivePerson acquisition with a debt-free balance sheet but simultaneously registered deal-issued shares for resale, adding diluti…

FRSHAnalysis+31%

Freshworks Beats 31% Yet Restructuring Clouds the Picture

Freshworks posted a 30.7% EPS beat in Q2 2026 alongside a restructuring charge disclosure, creating ambiguity about whether margin improvement reflect…

SAICAnalysis

SAIC Beats Again, But Soft Bookings Cloud Raised Guidance

Science Applications International beat Q2 FY2027 earnings estimates by 41.7% and raised its full-year fiscal 2027 guidance, sending shares up 7% — ye…

TRMBAnalysis

Trimble Insider Sold at $60. Stock Hasn't Cleared It Since

Trimble director Kaigham Gabriel sold 1,718 shares at $60.00 on August 4, eight days before Q2 2026 earnings, netting $103,080 in total proceeds. Desp…

VICRAnalysis

Vicor's $150M Buyback Follows $31.6M Insider Selloff

Vicor Corporation authorized a $150 million share repurchase on August 27, 2026, drawing on its $450 million cash balance at a time when CEO Patrizio …

APLDAnalysis

Applied Digital: $5.2B Deal, Worst Month in a Year

Applied Digital beat EPS consensus four consecutive quarters by triple-digit margins and reportedly signed a $5.2 billion hyperscaler contract, yet th…

COHUAnalysis

Cohu Board Sells $946K After Q2 Beat, Stock at $48

Cohu delivered its widest earnings beat in four quarters in Q2 2026, with EPS of $0.26 beating consensus by 86.5%, but two board directors sold a comb…

COHUAnalysis

Cohu Slides to $48, Below Every Insider Exit Price

Cohu's Chief Customer Officer executed four open-market sales at $55.82 to $63.88 over the past 90 days; shares have since fallen to $48, below every …

AEHRAnalysis

Aehr Test Insiders Sold $17M Before 45% Collapse

Nine Aehr Test Systems insiders sold $17.30 million between August 4 and August 17 at prices ranging from $100.69 to $143.77, exiting into a 72% post-…

GDDYBrief

GoDaddy Faces Securities Suit, Investors Allege Losses on $97 Stock

Kessler Topaz Meltzer & Check, LLP filed a securities class action against GoDaddy (GDDY), soliciting investors with losses, but no class period dates…

FRMIBrief+27%

Fermi Inc. Surges 27% After Board Blocks Ex-CEO's Sale Push

Fermi Inc.'s board rejected a former CEO's call for a full company sale, sending shares up 27% as OpenAI partnership speculation and fresh institution…

JOBYAnalysis

Joby Aviation Insiders Sold $10.7M, Stock Below All Exits

Joby Aviation insiders sold $10.67 million in 90 days, including $9.32 million from CEO Bevirt across two tranches, with zero purchases on record. The…

DOCUAnalysis

DocuSign Insiders Cashed Out Under $60. Now at $64.

Five DocuSign insiders sold $4.32 million in shares at prices between $42.64 and $60.00 over a 90-day window, with zero purchases recorded. The stock …

MNDYAnalysis

monday.com Breaks 200-Day High as CRO Sold Below Market

monday.com cleared its 200-day moving average this week with shares at $100.71, recovering from a guidance-driven selloff. The CRO sold 2,611 shares a…

RNGAnalysis

RingCentral CFO Sells as Shares Trade 37% Above Target

RingCentral shares trade at $69.38, 37% above the analyst consensus price target of $50.54, after four consecutive EPS beats ranging from 2.6% to 5.6%…

VECOAnalysis

Veeco Beat Estimates. Then the CEO Sold $10.8M

Veeco Instruments beat Q2 earnings estimates on AI-driven semiconductor demand, but CEO Miller sold $10.84M in shares twelve days after the report and…

SAILAnalysis

SailPoint Hits Analyst Target While CEO Sold Below It

SailPoint shares crossed the $19.90 average analyst consensus this week, the same price level where its chief accounting officer sold in August, while…

FIGAnalysis

Figma Up 10% on CEO Rebuttal, Insiders Sold $7.3M

Figma surged roughly 10% on August 27 after the CEO published a rebuttal to AI competition concerns, against a backdrop of seven insiders clearing $7.…

KLICAnalysis

Kulicke and Soffa Insiders Sold at $122, Shares Now $85

Kulicke and Soffa's Interim CEO and CFO Lester A. Wong sold 60,000 shares at $121.71 in June 2026, collecting $7.3 million, in the same five-day windo…

ERICAnalysis

Ericsson CEO Handoff Approaches With Network Costs Rising

Ericsson's Cloud Software and Services segment reached a record 12.4% adjusted EBITA margin in Q2, while the Networks segment, its largest by revenue,…

QBTSAnalysis

D-Wave CFO Exits After Insiders Sold $24M Near Peak

D-Wave Quantum's CEO and CFO liquidated more than $24 million in stock near $26 in June, eight weeks before the company reported a 43.7% Q2 EPS miss, …

ACMRAnalysis

ACM Research Beats Estimates, But Insiders Sell $15M

ACM Research reported an 80.2% EPS beat and 36% trailing revenue growth, but free cash flow of negative $187 million on $1.04 billion in revenue raise…

SMRBrief

NuScale Power Misses Earnings as AI Tool Promises 80% Time Cut

NuScale Power reported an earnings miss with $-2.38 trailing EPS and 99.1% revenue decline while unveiling AI engineering tools targeting 80% producti…

AEISAnalysis

Advanced Energy COO Sells $7.8M as Stock Falls Below Exit

Advanced Energy Industries reported Q2 2026 revenue of $574M, up 30% year over year, beat non-GAAP EPS estimates by 24%, and raised full-year growth g…

FDSAnalysis

FactSet Beats Again, but Trades 20% Above Analyst Target

FactSet Research Systems has delivered three consecutive EPS beats, most recently $4.53 against a $4.45 estimate, with shares rising 5.2% since the Ju…

COHUAnalysis

Cohu Beats EPS by 86% While Insiders Sell $1.7M

Cohu reported Q2 2026 EPS of $0.26, beating the $0.139 consensus by 86.5%, its widest positive surprise in four quarters. Despite the result, its Chie…

JOBYAnalysis

Joby Aviation Inks Defense Deal but Insiders Keep Selling

Joby Aviation CEO Joeben Bevirt sold 596,667 shares at $7.87 on August 17, his second near-600,000-share disposal in 33 days and six days before the s…

AAOIBrief

Applied Optoelectronics $600M Share Sale Wipes Out $1.3 Billion

Applied Optoelectronics announced a $600 million stock offering that sent shares down 12% and erased $1.29 billion in market value, exposing a company…

AEHRAnalysis

Aehr Test: Nine Insiders Sell $17M at 52-Week High

Nine Aehr Test Systems insiders sold $17.30 million in open-market shares between August 4 and August 17, 2026, all at or near the stock's 52-week hig…

GWREAnalysis

Guidewire Hits $189 as Officers Sell $5.7M, Buy Nothing

Guidewire Software rallied 4.1% to $189.19 on Friday, clearing every price at which officers sold $5.72 million in shares over 90 days with no open-ma…

GWREAnalysis

Guidewire Execs Sell $5.7M Amid Four Straight EPS Beats

Four named Guidewire Software executives sold a combined $5.72 million in shares across the same 90-day window, with zero open-market purchases record…

IQMXAnalysis

IQM Quantum's $5B Valuation Dwarfs Its $30M Revenue

IQM Quantum Computers Oyj trades at 175 times trailing revenue, with a $5.27 billion market cap against $30 million in sales, $80 million in annual op…

INFQBrief

Infleqtion Up 8.3% as Trump Pledges $5B for Quantum Computing

Infleqtion jumped 8.3% on the Trump administration's $5B Genesis Mission expansion, a sector-wide quantum computing initiative that has yet to name in…

UCTTAnalysis

Ultra Clean: $400M Raise Below Where Insiders Sold

Ultra Clean Holdings posted a 32% Q2 EPS beat and 24.3% revenue growth, then launched a $400 million at-the-money equity offering that sent the stock …

PEGAAnalysis

Pegasystems at 12x Earnings. Two Misses Explain the Gap.

Pegasystems trades at 12.8x forward earnings after a 43% decline in 2026, driven by two consecutive EPS misses of 33% and 18% below consensus. The com…

HIMXAnalysis

Himax Q2 Revenue Beat Masks EPS Miss, Negative Cash Flow

Himax Technologies posted a Q2 revenue beat that pushed the stock above its 200-day moving average, but EPS of $0.114 missed the $0.120 estimate by 5%…

MXLAnalysis

MaxLinear CEO Sells $50M as Stock Slips to $66

MaxLinear's CEO Kishore Seendripu sold approximately $50.4 million in stock across two trading days as the company posted four consecutive EPS beats a…

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