$DIOD

Analysts made several calls on Friday. Roth initiated Natera and Guardant Health with buy ratings, targeting $475 and growth respectively. PhillipCapital upgraded SpaceX to buy with a $250 price target. Seaport reiterated Nvidia as sell due to competitive pressures. Barclays initiated Rush Street Interactive at overweight. Piper Sandler downgraded Deckers to underweight. Jefferies upgraded MSC Industrial to buy. Citizens initiated Microbot Medical at market outperform.

Wall Street analyst research calls for Friday include upgrades for Hess Midstream LP (HESM) to Outperform, MSC Industrial (MSM) to Overweight, and SpaceX (SPCX) to Buy. Downgrades include Deckers Outdoor (DECK) to Underweight, Globe Life (GL) to Neutral, and NVR (NVR) to Underperform. Initiations include Guardant Health (GH) and Natera (NTRA) with Buy ratings. Markets saw declines, with Nasdaq down 2.6% and Treasury yields dropping sharply.

Needham initiated coverage on Diodes Inc. (NASDAQ:DIOD) with a buy rating and $110 price target, citing growth and margin expansion. The stock trades at $81.64. Diodes reported Q2 2026 earnings of $0.70 per share on $445.5M revenue, beating estimates. BofA also initiated with a buy rating and $135 target.

Diodes Inc (DIOD) shares rose 4.0% to $88.84 on October 21, 2026, within its 52-week range of $42.28 to $125.99. GF Value™ estimates it as 19.9% overvalued at $74.08. DIOD has a GF Score™ of 85/100, strong financials, but insiders sold $16.8M in shares over 12 months. P/E ratio is 47.8x, above its 5-year median of 21.9x.

A Ukrainian defense outlet reported that 76% of electronic components in Russia's Geran-4 drones are from US companies, with Texas Instruments and National Semiconductor supplying 58%. The findings suggest Russia's heavy reliance on foreign tech despite sanctions, with 80 of 105 parts traced to US firms. The report highlights potential sanctions compliance gaps.

Diodes Inc. will release its Q3 2026 financial results on Nov. 5 at 3:05 p.m. CT (4:05 p.m. ET) and host an investor conference call at 4:00 p.m. CT (5:00 p.m. ET). The call will feature the CEO, CFO, and SVP of Sales. A replay will be available via telephone and webcast.

DIODES INC /DEL/ (DIOD) filed an SEC Form 8-K — Regulation FD Disclosure. Exhibit 99.1 Diodes Incorporated to Announce Third Quarter 2026 Financial Results on November 5, 2026 Plano, Texas – October 15, 2026 – Diodes Incorporated (Nasdaq: DIOD) will host a conference call on Thursday, November 5, 2026, 4:00 p.m. Central Time (5:00 p.m. Eastern Time) to

Bank of America warns of growing market risks, including higher interest rates and geopolitical tensions, despite strong earnings growth in tech and power sectors. The bank expects 32% EPS growth in Q3 but cautions about 2027 risks. Bank of America analysts highlight Salesforce (CRM) and Diodes (DIOD) as attractive investment opportunities, citing their AI strategies and strong financial performance.

Diodes (DIOD) received a buy rating and $135 price target from BofA, which projects 58% annual EPS growth from 2026-2028, outpacing peers. The stock has seen a P/E multiple drop to below 17, but BofA disputes concerns about growth peaking. Diodes' shares rose 6% to $109.85 on Tuesday.

Diodes (DIOD) received a buy rating and $135 target from BofA, expecting 58% annual EPS growth. Apogee (APOG) raised fiscal 2027 guidance after Q2 sales rose 9.2%. Marvell (MRVL) shares rose 6.5% on $70B-$90B 2031 revenue forecast. Lamb Weston (LW) increased 2027 targets despite net income drop. SAP (SAP) to acquire TechWolf; Mckesson (MCK) & CD&R to buy Option Care Health (OPCH) for $5.8B. Constellation Energy (CEG) in 20-year PPA with Alphabet (GOOG).