Piper Sandler Maintains Overweight on Codexis, Lowers Price Target to $8
Piper Sandler analyst Kashy Harrison maintains Codexis (NASDAQ:CDXS) with a Overweight and lowers the price target from $9 to $8.
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Codexis Affirms FY2026 Sales Guidance of $72.000M-$76.000M vs $74.099M Est
Codexis (NASDAQ:CDXS) affirms FY2026 sales outlook from $72.000 million-$76.000 million to $72.000 million-$76.000 million vs $74.099 million estimate.
Codexis Q2 EPS $(0.13) Beats $(0.14) Estimate, Sales $14.915M Beat $14.348M Estimate
Codexis (NASDAQ:CDXS) reported quarterly losses of $(0.13) per share which beat the analyst consensus estimate of $(0.14) by 7.14 percent. This is a 18.75 percent increase over losses of $(0.16) per share from the same
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MXL vs. VICR: Which Has the Better AI Infrastructure Opportunity?
MaxLinear (MXL) and Vicor (VICR) both benefit from AI infrastructure spending but address different data center bottlenecks. MaxLinear focuses on connectivity through optical and electrical interconnects with already meaningful AI revenues and multiple product ramps planned through 2027-2028. Vicor targets power delivery for AI processors with a stronger balance sheet but earlier-stage technology development. Analysis concludes MXL has the near-term edge despite higher valuation and customer concentration risks.
Shares of semiconductor and chip companies are trading lower. The industry may be pulling back ahead of Nvidia's Q2 earnings report due August, 26.