🔔 오늘의 변화 159건📊 PGY 추정(Rev) A-→A+📊 SPT 추정(Rev) A+→A-🔄 AVT watch→alert📊 AVT 추정(Rev) B+→A+📊 OOMA 추정(Rev) B→A📊 AEHR 추정(Rev) A→A+📊 XRX 추정(Rev) A+→B+📊 ASYS 추정(Rev) A→A+📊 ESTC 추정(Rev) A+→A-📊 CRSR 추정(Rev) A+→A📊 ARLO 추정(Rev) A+→A-📊 VEEV 추정(Rev) A→A+🔄 ARW alert→watch📊 ARW 추정(Rev) A+→A-📊 MU 추정(Rev) A-→B+🔄 IOT alert→watch📊 IOT 추정(Rev) A+→A⭐ IOT Quant STRONG BUY→HOLD🔄 TTMI watch→alert📊 TTMI 추정(Rev) B+→A🔄 COHU alert→watch📊 COHU 추정(Rev) A→B+📊 ADBE 추정(Rev) A→A-📊 DIOD 추정(Rev) A-→A+…외 135건
📅 어닝 임박 (D-14)👀 CRDO D-009-01📡 SLAB D-008-12🎓 LITE D-108-11🎓 ANET D-108-04📡 RXT D-108-11🧊 OKTA D-108-26👀 IOT D-209-03🎓 CIEN D-209-03👀 PATH D-209-03👀 SAIL D-709-08🎓 ASX D-707-10🎓 ADBE D-909-10🎓 HPE D-1409-01🧊 AMBA D-1409-01
✨ 오늘 신규 발굴 3종목👀 JBL 73점31.59B 반도체👀 RNG 66점5.79B 초기발굴·기술주👀 NCNO 60점2.43B 초기발굴
🚨 고확신 (Alert) 13
Pagaya Technologies Ltd.
Application Software · 1.83B
$21.74 -1.1% 1M +13% 6M +96% 72%
Quant: STRONG BUY (4.92)
📅 11-06 D-66✏️ 리비전 ↑7/↓1📊 월가 STRONG BUY실적 +0.35
초기발굴 기술주 성장주 소형주 Top-Rated
Q22·R18·G13·P6·V13
+8.0−5.0
Sprout Social, Inc.
Application Software · 696.20M
$11.38 -1.0% 1M +33% 6M +78% 98%
Quant: STRONG BUY (4.88)
📅 11-06 D-66✏️ 리비전 ↑9/↓0📊 월가 HOLD실적 +0.10
초기발굴 기술주
Q22·R18·G11·P4·V13
+8.0−5.0
Avnet, Inc.
Technology Distributors · 7.27B
$89.56 +1.1% 1M +1% 6M +35% 82%
Quant: STRONG BUY (4.8)
📅 10-28 D-57✏️ 리비전 ↑4/↓0📊 월가 BUY실적 +0.51
밸류A+▲
성장B+▲
수익C-▬
모멘A-▲
추정A+▲
초기발굴 기술주
$35.66 -2.5% 1M -2% 72%
Quant: BUY (4.48)
📅 11-06 D-66✏️ 리비전 ↑12/↓0📊 월가 BUY실적 +0.05
트렌딩AI
Ooma, Inc.
Application Software · 629.45M
$22.64 -1.2% 1M +4% 6M +85% 97%
Quant: STRONG BUY (4.88)
📅 08-26✏️ 리비전 ↑6/↓0📊 월가 STRONG BUY실적 +0.02
초기발굴 기술주 소형주 Top-Rated
Q22·R18·G9·P5·V8
+8.0−5.0
ExlService Holdings, Inc.
· 5.82B
$38.08 -0.8% 1M +12% 73%
Quant: STRONG BUY (4.52)
📅 10-29 D-58✏️ 리비전 ↑4/↓2📊 월가 STRONG BUY실적 +0.04
트렌딩AI
Xerox Holdings Corporation
Technology Hardware, Storage a · 401.82M
$3.23 +5.6% 1M +10% 6M +56% 86%
Quant: STRONG BUY (4.75)
✏️ 리비전 ↑0/↓2실적 +0.56
초기발굴
Q21·R17·G11·P4·V13
+8.0−2.0
Amtech Systems, Inc.
Semiconductor Materials & Equi · 263.67M
$14.62 -2.9% 1M -5% 6M +11% 28%
Quant: BUY (4.27)
📅 08-05✏️ 리비전 ↑1/↓0📊 월가 STRONG BUY실적 +0.04
초기발굴 반도체
Elastic N.V.
Application Software · 10.49B
$97.55 -2.4% 1M +48% 6M +92% 96%
Quant: STRONG BUY (4.93)
📅 08-27✏️ 리비전 ↑24/↓0📊 월가 BUY실적 +0.12
밸류C-▬
성장B-▲
수익A-▲
모멘A+▲
추정A-▲
기술주 트렌딩AI
Q22·R15·G8·P7·V5
+2.0−5.0
Digi International Inc.
Communications Equipment · 2.88B
$74.94 -1.1% 1M +8% 6M +80% 77%
Quant: STRONG BUY (4.76)
✏️ 리비전 ↑5/↓0📊 월가 STRONG BUY실적 +0.09
초기발굴
Q21·R18·G7·P6·V5
+5.0−5.0
Arlo Technologies, Inc.
Electronic Equipment and Instr · 1.41B
$13.15 +2.0% 1M -11% 41%
Quant: HOLD (3.2)
✏️ 리비전 ↑5/↓0실적 +0.08
초기발굴
Freshworks Inc.
Application Software · 3.62B
$13.92 +0.4% 1M +23% 6M +77% 100%
Quant: STRONG BUY (4.87)
📅 08-04✏️ 리비전 ↑6/↓2📊 월가 BUY실적 +0.04
초기발굴 기술주 Top-Rated
Q21·R17·G9·P7·V8
+5.0−5.0
TTM Technologies, Inc.
Electronic Manufacturing Servi · 12.50B
$118.92 +0.2% 1M +3% 6M +31% 34%
Quant: BUY (4.23)
📅 10-28 D-57✏️ 리비전 ↑4/↓0📊 월가 STRONG BUY실적 +0.09
반도체
👀 관찰 (Watch) 52
Aehr Test Systems, Inc.
Semiconductor Materials & Equi · 2.64B
$79.27 -1.9% 1M -1% 6M +116% 46% 이미급등
Quant: STRONG BUY (4.95)
📅 10-05 D-34✏️ 리비전 ↑3/↓0📊 월가 STRONG BUY실적 +0.12
초기발굴 기술주 성장주 트렌딩AI 반도체
Q22·R18·G13·P2·V12
+5.0−10.0
Commvault Systems, Inc.
Systems Software · 5.65B
$137.52 +0.8% 1M +17% 79%
Quant: STRONG BUY (4.56)
📅 10-27 D-56✏️ 리비전 ↑14/↓3📊 월가 BUY실적 +0.26
밸류C-▲
성장A-▲
수익A-▬
모멘B+▲
추정B+▼
초기발굴
Silicon Motion Technology Corporat
Semiconductors · 8.33B
$246.84 +0.4% 1M -3% 6M +90% 63%
Quant: STRONG BUY (4.94)
📅 10-30 D-59✏️ 리비전 ↑9/↓0📊 월가 STRONG BUY실적 +0.32
초기발굴 기술주 성장주 반도체
Q22·R10·G13·P3·V9
+5.0−5.0
Corsair Gaming, Inc.
Technology Hardware, Storage a · 1.30B
$12.15 +1.2% 1M +14% 6M +119% 78% 이미급등
Quant: STRONG BUY (4.82)
✏️ 리비전 ↑4/↓3📊 월가 BUY실적 +0.16
초기발굴 기술주
Q21·R18·G7·P4·V10
+8.0−10.0
Veeva Systems Inc.
· 44.80B
$285.69 +3.2% 1M +40% 100%
Quant: STRONG BUY (4.88)
📅 08-26✏️ 리비전 ↑24/↓0📊 월가 BUY실적 +0.13
트렌딩AI
Arrow Electronics, Inc.
Technology Distributors · 10.38B
$204.43 +0.2% 1M -6% 6M +34% 75%
Quant: STRONG BUY (4.82)
✏️ 리비전 ↑4/↓0실적 +0.99
밸류A+▲
성장A-▲
수익C+▲
모멘B+▬
추정A-▼
기술주
$305.26 +1.3% 1M -3% 51%
Quant: BUY (4.24)
✏️ 리비전 ↑8/↓0실적 +0.04
반도체
Samsara Inc.
Application Software · 23.98B
$40.85 -0.8% 1M +10% 6M +42% 94%
Quant: HOLD (3.43)
📅 09-03 D-2✏️ 리비전 ↑17/↓0📊 월가 BUY실적 +0.04
기술주 트렌딩AI
Q15·R18·G10·P5·V2
+2.0−2.0
Semtech Corporation
Semiconductors · 12.24B
$132.96 +1.4% 1M +13% 6M +48% 60%
Quant: STRONG BUY (4.65)
📅 08-25✏️ 리비전 ↑13/↓0📊 월가 STRONG BUY실적 +0.10
반도체
Q20·R14·G12·P6·V3
+2.0−2.0
Ichor Holdings, Ltd.
Semiconductor Materials & Equi · 2.08B
$53.57 -3.4% 1M -29% 6M +20% 36%
Quant: BUY (4.48)
📅 11-03 D-63✏️ 리비전 ↑7/↓0📊 월가 STRONG BUY실적 +0.03
초기발굴 반도체
BILL Holdings, Inc.
Application Software · 4.29B
$49.23 -2.1% 1M +9% 71%
Quant: BUY (4.45)
📅 08-19✏️ 리비전 ↑15/↓0📊 월가 BUY실적 +0.13
초기발굴
Cohu, Inc.
Semiconductor Materials & Equi · 2.27B
$46.1 -4.0% 1M -4% 6M +59% 44%
Quant: STRONG BUY (4.84)
📅 10-29 D-58✏️ 리비전 ↑7/↓0📊 월가 STRONG BUY실적 +0.12
초기발굴 기술주
Q21·R17·G13·P4·V3
+5.0−2.0
Diodes Incorporated
Semiconductors · 4.05B
$90.8 +3.2% 1M +10% 55%
Quant: BUY (4.38)
📅 11-06 D-66✏️ 리비전 ↑2/↓0📊 월가 STRONG BUY실적 +0.10
초기발굴 반도체
Yext, Inc.
Application Software · 692.71M
$6.77 -2.0% 1M +24% 72%
Quant: BUY (4.39)
✏️ 리비전 ↑1/↓0실적 +0.01
초기발굴
FormFactor, Inc.
Semiconductor Materials & Equi · 7.94B
$100.61 -1.1% 1M -5% 6M +45% 41%
Quant: BUY (4.45)
📅 10-28 D-57✏️ 리비전 ↑7/↓0📊 월가 BUY실적 +0.21
초기발굴 반도체
Q20·R9·G12·P6·V4
+5.0−2.0
Microchip Technology Incorporated
· 39.60B
$73.45 +0.7% 1M -1% 31%
Quant: STRONG BUY (4.5)
✏️ 리비전 ↑21/↓0실적 +0.06
반도체
PC Connection, Inc.
Technology Distributors · 2.01B
$79.87 +0.2% 1M -5% 78%
Quant: STRONG BUY (4.6)
📅 10-28 D-57✏️ 리비전 ↑1/↓1📊 월가 HOLD실적 +0.27
초기발굴
Information Services Group, Inc.
IT Consulting and Other Servic · 248.36M
$5.12 -0.2% 1M +23% 59%
Quant: BUY (3.77)
📅 11-05 D-65✏️ 리비전 ↑1/↓0📊 월가 STRONG BUY실적 +0.01
트렌딩AI
Tower Semiconductor Ltd.
Semiconductors · 23.51B
$205.05 -1.4% 1M -7% 6M +79% 46%
Quant: STRONG BUY (4.72)
📅 11-12 D-72✏️ 리비전 ↑5/↓0📊 월가 STRONG BUY실적 +0.12
반도체
Q21·R12·G11·P6·V5
+2.0−5.0
Kimball Electronics, Inc.
Electronic Manufacturing Servi · 645.71M
$23.62 +0.7% 1M -4% 11%
Quant: HOLD (3.22)
✏️ 리비전 ↑3/↓1
초기발굴
Sanmina Corporation
· 10.40B
$196.72 +1.4% 1M +6% 46%
Quant: BUY (4.13)
✏️ 리비전 ↑4/↓0실적 +0.52
반도체
Lattice Semiconductor Corporation
· 16.25B
$115.34 +0.8% 1M -7% 48%
Quant: BUY (4.38)
✏️ 리비전 ↑11/↓0실적 +0.08
반도체
Weave Communications, Inc.
Application Software · 583.19M
$7.31 +0.3% 1M +12% 92%
Quant: STRONG BUY (4.65)
✏️ 리비전 ↑0/↓1실적 +0.01
밸류D+▼
성장A-▬
수익C-▬
모멘B+▲
추정B+▲
초기발굴
$299.4 +0.2% 1M -10% 22%
Quant: BUY (4.09)
📅 10-28 D-57✏️ 리비전 ↑14/↓0📊 월가 STRONG BUY실적 +0.23
트렌딩AI 반도체
RingCentral, Inc.
Application Software · 5.79B
$69.62 +0.3% 1M +25% 6M +90% 100%
Quant: STRONG BUY (4.95)
✏️ 리비전 ↑12/↓1실적 +0.05
초기발굴 기술주 트렌딩AI
—
Q22·R18·G6·P7·V3
+5.0−5.0
$56.42 -0.3% 1M -10% 25%
Quant: HOLD (2.95)
📅 11-05 D-65✏️ 리비전 ↑1/↓2📊 월가 STRONG BUY실적 +0.15
트렌딩AI
Riskified Ltd.
Application Software · 831.84M
$6.29 -0.3% 1M +21% 91%
Quant: HOLD (3.2)
✏️ 리비전 ↑1/↓1
초기발굴
Q2 Holdings, Inc.
Application Software · 4.06B
$65.04 -0.1% 1M +7% 78%
Quant: BUY (4.21)
✏️ 리비전 ↑8/↓2실적 +0.03
밸류C-▼
성장C+▬
수익B+▬
모멘B+▲
추정B-▲
초기발굴
Workiva Inc.
Application Software · 4.05B
$80.0 +1.1% 1M +34% 76%
Quant: HOLD (3.44)
✏️ 리비전 ↑10/↓0실적 +0.14
초기발굴
Similarweb Ltd.
· 801.30M
$9.29 +2.3% 1M +30% 100%
Quant: STRONG BUY (4.68)
✏️ 리비전 ↑6/↓2실적 +0.03
소형주 트렌딩AI
Q21·R14·G9·P2·V3
+8.0−5.0
Credo Technology Group Holding Ltd
Semiconductors · 43.40B
$226.19 -2.8% 1M +9% 6M +107% 64% 이미급등
Quant: STRONG BUY (4.84)
📅 09-01 D-0✏️ 리비전 ↑14/↓1📊 월가 STRONG BUY실적 +0.13
기술주 반도체
$21.71 -6.4% 1M -10% 52%
Quant: HOLD (2.97)
✏️ 리비전 ↑10/↓8실적 +0.07
트렌딩AI
ON Semiconductor Corporation
Semiconductors · 28.27B
$74.09 +2.0% 1M -9% 6M +54% 24%
Quant: BUY (4.01)
📅 11-02 D-62✏️ 리비전 ↑23/↓3📊 월가 BUY실적 +0.02
반도체
Q18·R11·G9·P7·V9
+2.0−2.0
MaxLinear, Inc.
Semiconductors · 5.60B
$59.91 -3.0% 1M -10% 6M +254% 39% 이미급등
Quant: STRONG BUY (4.98)
📅 10-21 D-50✏️ 리비전 ↑9/↓0📊 월가 BUY실적 +0.02
초기발굴 기술주 성장주 반도체
Q22·R11·G13·P2·V12
+5.0−15.0
Unity Software Inc.
Application Software · 19.06B
$42.1 -2.8% 1M +33% 6M +138% 83% 이미급등
Quant: STRONG BUY (4.92)
✏️ 리비전 ↑12/↓0실적 +0.03
기술주
Q22·R17·G11·P6·V3
+2.0−10.0
$109.25 -1.1% 1M -1% 50%
Quant: STRONG BUY (4.6)
✏️ 리비전 ↑7/↓0실적 +0.08
밸류A-▲
성장A-▬
수익B-▬
모멘A-▼
추정B-▼
Top-Rated
Fastly, Inc.
Internet Services and Infrastr · 3.67B
$22.79 -1.1% 1M +1% 6M +20% 58%
Quant: STRONG BUY (4.85)
📅 11-04 D-64✏️ 리비전 ↑11/↓0📊 월가 BUY실적 +0.08
초기발굴 기술주 성장주 트렌딩AI
$10.26 +0.7% 1M +23% 59%
Quant: BUY (3.9)
✏️ 리비전 ↑5/↓4실적 +0.02
밸류C-▬
성장A-▬
수익D+▬
모멘B+▲
추정C+▲
트렌딩AI
Intapp, Inc.
Application Software · 3.33B
$43.37 -0.2% 1M +33% 92%
Quant: STRONG BUY (4.53)
✏️ 리비전 ↑7/↓0📊 월가 BUY실적 +0.05
트렌딩AI
Q20·R6·G10·P6·V6
+5.0−5.0
AppFolio, Inc.
Application Software · 7.95B
$234.21 -0.1% 1M +30% 99%
Quant: BUY (4.15)
✏️ 리비전 ↑5/↓1실적 +0.02
초기발굴
IEH Corporation
Electronic Components · 76.81M
$30.88 -0.4% 1M +31% 6M +121% 88% 이미급등
Quant: STRONG BUY (4.97)
✏️ 리비전 ↑1/↓0
초기발굴 기술주
Q22·R12·G10·P2·V8
+8.0−10.0
Red Violet, Inc.
Application Software · 1.18B
$73.16 -0.2% 1M +5% 98%
Quant: STRONG BUY (4.73)
✏️ 리비전 ↑1/↓1실적 +0.17
초기발굴 소형주
Q21·R18·G7·P6·V3
+8.0−5.0
Ultra Clean Holdings, Inc.
Semiconductor Materials & Equi · 3.15B
$67.83 -2.4% 1M -19% 6M +81% 35%
Quant: BUY (4.37)
📅 10-29 D-58✏️ 리비전 ↑4/↓1📊 월가 STRONG BUY실적 +0.17
초기발굴 반도체
Q19·R7·G12·P2·V12
+5.0−5.0
Viavi Solutions Inc.
Communications Equipment · 9.02B
$36.29 -0.7% 1M -2% 6M +76% 50%
Quant: BUY (4.48)
📅 08-05✏️ 리비전 ↑7/↓0📊 월가 STRONG BUY실적 +0.04
초기발굴
Q20·R14·G10·P4·V3
+5.0−5.0
$20.56 +3.7% 1M +23% 100%
Quant: HOLD (3.2)
📅 09-08 D-7✏️ 리비전 ↑8/↓4📊 월가 BUY실적 +0.01
트렌딩AI
nCino, Inc.
Application Software · 2.43B
$22.6 -1.7% 1M +22% 74%
Quant: BUY (4.25)
✏️ 리비전 ↑7/↓2
초기발굴
MACOM Technology Solutions Holding
Semiconductors · 20.26B
$263.83 -0.5% 1M +5% 6M +76% 40%
Quant: BUY (4.12)
📅 08-06✏️ 리비전 ↑14/↓0📊 월가 BUY실적 +0.05
반도체
Q18·R11·G11·P5·V3
+2.0−5.0
$18.67 +2.9% 1M +46% 100%
Quant: STRONG BUY (4.7)
📅 09-03 D-2✏️ 리비전 ↑11/↓5📊 월가 HOLD
트렌딩AI
Amplitude, Inc.
Application Software · 1.79B
$14.1 -1.4% 1M +59% 6M +96% 98%
Quant: HOLD (3.48)
📅 11-06 D-66✏️ 리비전 ↑4/↓2📊 월가 BUY
초기발굴 기술주 성장주 소형주 트렌딩AI
Q15·R18·G13·P2·V2
+8.0−5.0
Zeta Global Holdings Corp.
Application Software · 7.67B
$30.97 +1.4% 1M +43% 6M +80% 100%
Quant: STRONG BUY (4.77)
📅 11-03 D-63✏️ 리비전 ↑8/↓3📊 월가 BUY실적 +0.08
기술주 트렌딩AI
Q21·R10·G10·P5·V4
+5.0−5.0
Materialise NV
Application Software · 399.07M
$7.21 +2.7% 1M +14% 92%
Quant: HOLD (3.18)
📅 08-27✏️ 리비전 ↑0/↓0📊 월가 STRONG BUY실적 +0.02
초기발굴
FatPipe, Inc.
Application Software · 86.75M
$6.07 -1.1% 1M -0% 6M +321% 71% 이미급등
Quant: BUY (4.42)
📅 10-30 D-59✏️ 리비전 ↑2/↓0📊 월가 STRONG BUY실적 +0.04
초기발굴
Q19·R7·G11·P4·V10
+8.0−15.0
🧊 식는 중 (Cooling) 17
S 53.6▼12.6
SentinelOne, Inc.
· 7.38B
$22.1 +2.6% 1M +16% 85%
Quant: HOLD (3.14)
📅 08-27✏️ 리비전 ↑0/↓30📊 월가 BUY실적 +0.01
트렌딩AI
SHAZ 53.4▼2.0
SharonAI Holdings Inc.
Internet Services and Infrastr · 2.30B
$59.07 -2.9% 1M +14% 50%
Quant: HOLD (3.22)
📅 08-06✏️ 리비전 ↑2/↓1📊 월가 STRONG BUY
기술주
AMBA 53.4▼2.5
Ambarella, Inc.
· 3.60B
$78.54 -4.3% 1M -19% 46%
Quant: HOLD (3.12)
📅 09-01 D-14✏️ 리비전 ↑8/↓3📊 월가 BUY실적 +0.01
트렌딩AI 반도체
TACT 53.1▼2.4
TransAct Technologies Incorporated
Technology Hardware, Storage a · 49.56M
$4.76 -2.9% 1M -4% 6M +59% 68%
Quant: HOLD (3.34)
📅 08-11✏️ 리비전 ↑0/↓0실적 +0.01
초기발굴
Q15·R12·G5·P3·V6
+8.0−2.0
KLIC 52.2▼8.9
Kulicke and Soffa Industries, Inc.
Semiconductor Materials & Equi · 4.53B
$80.06 -1.2% 1M -10% 6M +16% 37%
Quant: HOLD (3.38)
📅 11-11 D-71✏️ 리비전 ↑3/↓0📊 월가 HOLD실적 +0.19
초기발굴 기술주 성장주 반도체
CEVA 51.7▼3.4
CEVA, Inc.
· 788.03M
$27.05 -0.3% 1M -17% 30%
Quant: HOLD (3.09)
✏️ 리비전 ↑7/↓0실적 +0.01
반도체
AGYS 50.9▼24.0
Agilysys, Inc.
Application Software · 3.28B
$113.82 +0.0% 1M +11% 93%
Quant: HOLD (3.07)
📅 10-26 D-62✏️ 리비전 ↑1/↓5📊 월가 STRONG BUY실적 +0.09
초기발굴
LGL 50.8▼4.4
The LGL Group, Inc.
Electronic Components · 94.81M
$7.37 -3.0% 1M +7% 88%
Quant: HOLD (3.33)
✏️ 리비전 ↑0/↓1
초기발굴
PRCH 50.0▼5.9
Porch Group, Inc.
Application Software · 1.64B
$15.43 -2.6% 1M +18% 6M +64% 96%
Quant: HOLD (3.46)
📅 10-30 D-80✏️ 리비전 ↑2/↓0📊 월가 STRONG BUY
초기발굴
Q15·R18·G13·P0·V0
+8.0−5.0
HIVE 49.7▼13.5
HIVE Digital Technologies Ltd.
· 899.84M
$2.86 -5.6% 1M -2% 33%
Quant: HOLD (2.75)
📅 08-18✏️ 리비전 ↑1/↓4📊 월가 STRONG BUY
트렌딩AI
APPN 46.4▼22.2
Appian Corporation
Systems Software · 2.74B
$39.17 +2.3% 1M +59% 6M +52% 100%
Quant: HOLD (3.46)
📅 11-05 D-72✏️ 리비전 ↑4/↓3📊 월가 HOLD실적 +0.13
초기발굴 기술주 트렌딩AI
Q15·R10·G12·P5·V2
+5.0−2.0
VRNS 44.5▼20.3
Varonis Systems, Inc.
Systems Software · 5.04B
$43.77 -0.3% 1M +10% 6M +90% 84%
Quant: HOLD (3.45)
✏️ 리비전 ↑17/↓1실적 +0.03
초기발굴 기술주
Q15·R13·G11·P4·V0
+5.0−5.0
SYNA 44.2▼3.9
Synaptics Incorporated
Semiconductors · 3.91B
$104.71 -1.4% 1M -10% 6M +29% 38%
Quant: HOLD (3.03)
📅 11-05 D-86✏️ 리비전 ↑4/↓2📊 월가 HOLD실적 +0.02
초기발굴 반도체
NN 43.3▼13.3
NextNav Inc.
Application Software · 3.24B
$15.79 -10.0% 1M +21% 31%
Quant: HOLD (2.89)
✏️ 리비전 ↑2/↓0
초기발굴
OKTA 42.6▼26.5
Okta, Inc.
Internet Services and Infrastr · 23.49B
$130.97 -3.1% 1M +22% 6M +82% 100%
Quant: HOLD (3.48)
📅 08-26 D-1✏️ 리비전 ↑23/↓13📊 월가 BUY실적 +0.06
기술주 트렌딩AI
Q15·R11·G3·P7·V2
+2.0−5.0
VPG 37.9▼35.2
Vishay Precision Group, Inc.
Electronic Equipment and Instr · 913.65M
$64.88 -5.4% 1M -33% 6M +41% 20%
Quant: HOLD (3.23)
📅 11-03 D-84✏️ 리비전 ↑1/↓1📊 월가 STRONG BUY실적 +0.07
초기발굴
Q14·R2·G12·P3·V4
+8.0−2.0
QUIK 35.9▼25.5
QuickLogic Corporation
Semiconductors · 250.77M
$12.63 -1.0% 1M -18% 6M +123% 26% 이미급등
Quant: HOLD (2.85)
📅 08-11✏️ 리비전 ↑0/↓3📊 월가 BUY
반도체
Q12·R2·G13·P2·V5
+8.0−10.0
📡 신규후보 (Candidate) 34
HUBS 54.7▼0.4
HubSpot, Inc.
· 13.00B
$261.36 +0.3% 1M +10% 40%
Quant: BUY (4.13)
✏️ 리비전 ↑1/↓28실적 +0.24
트렌딩AI
NLST 53.4▼0.3
Netlist, Inc.
Electronic Manufacturing Servi · 2.32B
$6.63 +9.1% 1M +178% 6M +455% 100% 이미급등
Quant: STRONG BUY (4.98)
📅 07-30✏️ 리비전 ↑1/↓0📊 월가 STRONG BUY실적 +0.01
초기발굴 기술주 반도체
Q22·R12·G8·P8·V6
+5.0−15.0
UMC 53.3
United Microelectronics Corporatio
Semiconductors · 47.93B
$18.94 +0.8% 1M +4% 6M +90% 60%
Quant: STRONG BUY (4.94)
📅 10-28 D-77✏️ 리비전 ↑1/↓0📊 월가 SELL실적 +0.36
기술주 반도체
HIMX 53.2▼3.0
Himax Technologies, Inc.
Semiconductors · 2.51B
$13.9 -3.3% 1M +9% 38%
Quant: BUY (3.83)
📅 11-09 D-81✏️ 리비전 ↑1/↓0📊 월가 BUY실적 +0.02
반도체
APPS 53.2▼3.8
Digital Turbine, Inc.
Application Software · 1.34B
$11.09 -3.1% 1M +34% 6M +173% 69% 이미급등
Quant: STRONG BUY (4.97)
📅 11-05 D-66✏️ 리비전 ↑1/↓0📊 월가 STRONG BUY실적 +0.05
초기발굴 기술주 소형주
Q22·R9·G9·P3·V7
+8.0−15.0
NIQ 53.1▼10.9
NIQ Global Intelligence plc
· 5.54B
$19.18 +2.1% 1M +71% 99%
Quant: STRONG BUY (4.88)
📅 08-10✏️ 리비전 ↑7/↓5📊 월가 BUY실적 +0.07
성장주 트렌딩AI
Q22·R11·G13·P4·V4
+5.0−5.0
PENG 52.7▼4.6
Penguin Solutions, Inc.
Semiconductors · 2.71B
$51.14 -3.4% 1M -7% 6M +182% 50% 이미급등
Quant: STRONG BUY (4.93)
📅 07-07✏️ 리비전 ↑7/↓0📊 월가 BUY실적 +0.28
밸류B-▲
성장B-▲
수익D+▼
모멘A+▬
추정B+▼
초기발굴 기술주 트렌딩AI 반도체
Q22·R12·G8·P2·V8
+5.0−15.0
$43.15 -0.3% 1M +14% 100%
Quant: HOLD (3.24)
📅 09-22 D-41✏️ 리비전 ↑4/↓0📊 월가 STRONG BUY실적 +0.13
LI-Tech LI-Small LI-Undercov
KARO 52.7
Karooooo Ltd.
Application Software · 1.98B
$64.28 +0.5% 1M +4% 97%
Quant: BUY (4.17)
✏️ 리비전 ↑2/↓3실적 +0.05
밸류C-▼
성장C-▲
수익A-▼
모멘A-▲
추정B-▬
초기발굴
TWLO 52.0▼1.4
Twilio Inc.
Internet Services and Infrastr · 38.40B
$255.95 +2.4% 1M +19% 6M +111% 86% 이미급등
Quant: STRONG BUY (4.9)
📅 10-30 D-79✏️ 리비전 ↑22/↓2📊 월가 BUY실적 +0.15
기술주 트렌딩AI
VICR 51.9▼1.2
Vicor Corporation
· 9.63B
$210.88 +1.0% 1M -10% 27%
Quant: STRONG BUY (4.87)
📅 10-20 D-69✏️ 리비전 ↑2/↓1📊 월가 STRONG BUY실적 +0.47
밸류D+▲
성장A+▬
수익C+▬
모멘A+▬
추정B+▼
성장주
Q21·R12·G13·P4·V4
+5.0−5.0
PDFS 51.8▼24.8
PDF Solutions, Inc.
Semiconductor Materials & Equi · 2.15B
$52.8 +3.7% 1M -4% 6M +51% 40%
Quant: BUY (3.96)
📅 11-05 D-79✏️ 리비전 ↑1/↓1📊 월가 STRONG BUY실적 +0.08
반도체
Q17·R6·G12·P2·V5
+5.0−2.0
ALAB 51.6
Astera Labs, Inc.
Semiconductors · 49.44B
$284.97 -1.9% 1M -5% 6M +120% 51% 이미급등
Quant: STRONG BUY (4.91)
✏️ 리비전 ↑20/↓0실적 +0.11
기술주 성장주 트렌딩AI 반도체
—
Q22·R12·G13·P6·V5
−10.0
STM 51.4▼5.1
STMicroelectronics N.V.
· 44.88B
$49.35 -2.4% 1M -4% 44%
Quant: BUY (4.01)
✏️ 리비전 ↑4/↓3실적 +0.04
반도체
SLAB 50.9▼3.4
Silicon Laboratories Inc.
· 7.20B
$218.94 +0.2% 1M +1% 98%
Quant: BUY (3.75)
📅 08-12 D-0✏️ 리비전 ↑1/↓1📊 월가 HOLD실적 +0.02
반도체
BRZE 50.8▼10.3
Braze, Inc.
· 3.50B
$31.06 +1.1% 1M +37% 97%
Quant: BUY (4.0)
✏️ 리비전 ↑9/↓7
트렌딩AI
SILC 50.4▼6.8
Silicom Ltd.
Communications Equipment · 282.45M
$48.65 -1.7% 1M +8% 6M +154% 78% 이미급등
Quant: STRONG BUY (4.9)
📅 07-29✏️ 리비전 ↑1/↓0📊 월가 BUY
초기발굴 기술주 소형주 반도체
Q22·R12·G5·P2·V8
+8.0−15.0
ONDS 50.2▼4.1
Ondas Inc.
Communications Equipment · 5.31B
$9.06 +0.7% 1M +2% 6M -4% 15%
Quant: HOLD (3.18)
📅 08-13✏️ 리비전 ↑0/↓8📊 월가 STRONG BUY
밸류B-▬
성장A+▬
수익D-▼
모멘B-▼
추정D+▼
초기발굴 기술주 성장주
RFIL 49.1▼12.6
RF Industries, Ltd.
Electronic Manufacturing Servi · 145.90M
$12.9 -4.1% 1M -16% 6M +121% 30% 이미급등
Quant: BUY (4.44)
📅 09-11 D-23✏️ 리비전 ↑1/↓0📊 월가 HOLD실적 +0.05
초기발굴
Q20·R9·G12·P3·V7
+8.0−10.0
CAMT 48.4
Camtek Ltd.
· 6.76B
$142.33 -3.0% 1M +1% 20%
Quant: BUY (3.75)
반도체
BLZE 47.9▼4.3
Backblaze, Inc.
Internet Services and Infrastr · 935.63M
$18.82 +3.9% 1M +3% 6M +266% 63% 이미급등
Quant: HOLD (3.49)
📅 11-06 D-88✏️ 리비전 ↑5/↓1📊 월가 BUY실적 +0.06
초기발굴 기술주 소형주
Q15·R13·G11·P4·V3
+8.0−15.0
BB 47.9▼0.4
BlackBerry Limited
Systems Software · 5.27B
$8.83 -1.7% 1M -4% 6M +160% 52% 이미급등
Quant: STRONG BUY (4.93)
📅 09-24 D-44✏️ 리비전 ↑2/↓0📊 월가 HOLD실적 +0.01
초기발굴 기술주 성장주
Q22·R8·G12·P6·V5
+5.0−15.0
NVMI 47.4
Nova Ltd.
· 13.92B
$393.02 +3.1% 1M -11% 0%
Quant: HOLD (2.97)
📅 11-12 D-94✏️ 리비전 ↑5/↓3📊 월가 STRONG BUY실적 +0.06
반도체
ZS 47.1
Zscaler, Inc.
· 29.79B
$184.23 -1.6% 1M +25% 62%
Quant: STRONG BUY (4.65)
✏️ 리비전 ↑1/↓1실적 +0.07
트렌딩AI
$176.65 +2.1% 1M +35% 99%
Quant: HOLD (2.83)
✏️ 리비전 ↑10/↓3📊 월가 BUY실적 +0.08
LI-Tech LI-Undercov
BFLY 46.1▼9.7
Butterfly Network, Inc.
· 2.35B
$9.02 +2.0% 1M +11% 73%
Quant: STRONG BUY (4.94)
📅 11-02 D-76✏️ 리비전 ↑1/↓1📊 월가 STRONG BUY
트렌딩AI
RXT 45.4▼4.7
Rackspace Technology, Inc.
Internet Services and Infrastr · 1.24B
$4.9 +1.7% 1M -24% 6M +989% 38% 이미급등
Quant: STRONG BUY (4.99)
📅 08-11 D-1✏️ 리비전 ↑0/↓3📊 월가 HOLD
초기발굴 기술주 트렌딩AI
Q22·R16·G8·P3·V9
+8.0−15.0
RBRK 45.4▼17.8
Rubrik, Inc.
Systems Software · 19.79B
$107.02 +11.3% 1M +29% 6M +77% 78%
Quant: STRONG BUY (4.85)
✏️ 리비전 ↑2/↓20실적 +0.16
기술주 트렌딩AI
Q21·R14·G10·P2·V3
+2.0−5.0
HNGE 44.8
Hinge Health, Inc.
· 7.21B
$89.33 +11.6% 1M +24% 100%
Quant: STRONG BUY (4.87)
📅 11-05 D-87✏️ 리비전 ↑4/↓7📊 월가 BUY
트렌딩AI
—
Q21·R10·G5·P8·V3
+5.0−5.0
ACMR 44.0
ACM Research, Inc.
Semiconductor Materials & Equi · 5.40B
$78.52 +1.2% 1M -7% 39%
Quant: STRONG BUY (4.73)
✏️ 리비전 ↑0/↓5실적 +0.27
초기발굴 반도체
—
Q21·R18·G5·P2·V3
+5.0−5.0
VSH 43.0▼11.0
Vishay Intertechnology, Inc.
Electronic Components · 5.08B
$31.74 +3.5% 1M -11% 6M +77% 30%
Quant: HOLD (3.38)
✏️ 리비전 ↑2/↓0📊 월가 BUY실적 +0.05
초기발굴 반도체
Q15·R18·G8·P3·V4
+5.0−5.0
DV 38.9
DoubleVerify Holdings, Inc.
· 2.06B
$13.27 -0.2% 1M +19% 100%
Quant: BUY (3.56)
✏️ 리비전 ↑0/↓4
트렌딩AI
EXTR 38.0▲1.1
Extreme Networks, Inc.
Communications Equipment · 3.94B
$23.97 -1.4% 1M -25% 6M +107% 44% 이미급등
Quant: HOLD (3.06)
📅 10-28 D-79✏️ 리비전 ↑1/↓5📊 월가 STRONG BUY실적 +0.03
초기발굴 기술주
Q14·R6·G6·P5·V7
+5.0−10.0
AXON 33.2
Axon Enterprise, Inc.
· 49.35B
$611.2 +0.6% 1M +7% 74%
Quant: BUY (3.83)
✏️ 리비전 ↑5/↓9실적 +0.04
트렌딩AI
🎓 대형주 참고 (Context) 12
MU 72.7▼6.5
Micron Technology, Inc.
Semiconductors · 1.05T
$958.73 +2.8% 1M +16% 6M +126% 72% 이미급등
Quant: STRONG BUY (4.99)
📅 09-30 D-29✏️ 리비전 ↑27/↓0📊 월가 STRONG BUY실적 +4.42
기술주 성장주 반도체 Top-Rated
$292.79 +0.4% 1M +17% 68%
Quant: HOLD (3.43)
📅 09-10 D-9✏️ 리비전 ↑28/↓0📊 월가 HOLD실적 +0.15
LI-Tech
SNDK 69.2
Sandisk Corporation
Technology Hardware, Storage a · 217.43B
$1566.7 +5.5% 1M +16% 6M +134% 59% 이미급등
Quant: STRONG BUY (4.99)
📅 08-05✏️ 리비전 ↑14/↓1📊 월가 STRONG BUY실적 +4.74
기술주 성장주 반도체 Top-Rated
CIEN 61.5
Ciena Corporation
Communications Equipment · 57.19B
$382.8 +1.1% 1M +2% 6M +47% 39%
Quant: BUY (4.46)
📅 09-03 D-2✏️ 리비전 ↑16/↓0📊 월가 BUY실적 +0.18
반도체
AMD 61.0▼1.1
Advanced Micro Devices, Inc.
Semiconductors · 760.05B
$470.72 +1.1% 1M -1% 6M +133% 72% 이미급등
Quant: STRONG BUY (4.96)
📅 11-03 D-63✏️ 리비전 ↑28/↓5📊 월가 STRONG BUY실적 +0.05
기술주 성장주 트렌딩AI 반도체
HPE 58.3▼8.3
Hewlett Packard Enterprise Company
Technology Hardware, Storage a · 77.74B
$57.61 -1.9% 1M +9% 6M +159% 81% 이미급등
Quant: STRONG BUY (4.98)
📅 09-01 D-14✏️ 리비전 ↑17/↓0📊 월가 BUY실적 +0.26
기술주 트렌딩AI
LITE 58.2▼21.6
Lumentum Holdings Inc.
Communications Equipment · 69.26B
$890.17 +6.2% 1M +28% 6M +61% 81%
Quant: STRONG BUY (4.97)
📅 08-11 D-1✏️ 리비전 ↑2/↓0📊 월가 BUY실적 +0.10
기술주 성장주 반도체
ANET 57.2▲1.3
Arista Networks, Inc.
· 209.61B
$180.35 +5.5% 1M +8% 84%
Quant: HOLD (3.36)
📅 08-04 D-1✏️ 리비전 ↑20/↓1📊 월가 STRONG BUY실적 +0.06
트렌딩AI 반도체
LNVGY 55.6▼1.8
Lenovo Group Limited
Technology Hardware, Storage a · 53.11B
$84.56 -0.8% 1M +25% 6M +261% 83% 이미급등
Quant: STRONG BUY (4.99)
📅 08-12✏️ 리비전 ↑0/↓0📊 월가 HOLD
기술주 성장주 Top-Rated
INTC 52.8▼7.1
Intel Corporation
Semiconductors · 638.40B
$120.35 -5.2% 1M -1% 6M +244% 49% 이미급등
Quant: STRONG BUY (4.99)
📅 07-23 D-20✏️ 리비전 ↑32/↓0📊 월가 HOLD실적 +0.28
기술주 성장주 반도체
NBIS 46.7▼6.3
Nebius Group N.V.
Systems Software · 58.68B
$215.62 -5.9% 1M +11% 6M +174% 64% 이미급등
Quant: STRONG BUY (4.98)
✏️ 리비전 ↑2/↓0📊 월가 BUY
밸류C-▼
성장A+▲
수익B-▲
모멘A+▲
추정C+▬
기술주 성장주 트렌딩AI
ASX 45.5
ASE Technology Holding Co., Ltd.
Semiconductors · 96.75B
$41.87 -2.6% 1M +5% 6M +167% 71% 이미급등
Quant: STRONG BUY (4.98)
📅 07-10 D-7✏️ 리비전 ↑1/↓0📊 월가 STRONG BUY실적 +0.03
기술주 성장주 반도체
—
Q22·R13·G12·P6·V3
−15.0
❌ 탈락 (Dropped) 15
$268.65 +2.8% 1M +9% 88%
Quant: HOLD (3.46)
📅 08-26 D-43✏️ 리비전 ↑31/↓5📊 월가 STRONG BUY실적 +0.07
LI-Tech
SITM 43.4▼7.3
SiTime Corporation
Semiconductors · 15.59B
$491.1 -6.0% 1M -23% 6M +63% 36%
Quant: HOLD (3.47)
📅 08-05 D-7✏️ 리비전 ↑8/↓0📊 월가 STRONG BUY실적 +0.28
기술주 성장주 반도체
Q15·R9·G13·P3·V2
+2.0−5.0
$245.29 -9.8%
Quant: HOLD (3.49)
📅 08-27 D-52✏️ 리비전 ↑27/↓2📊 월가 STRONG BUY실적 +0.01
LI-Tech
$417.28 +1.3% 1M -2% 85%
Quant: HOLD (3.49)
📅 09-03 D-57✏️ 리비전 ↑21/↓0📊 월가 BUY실적 +1.90
LI-Tech LI-Undercov
SKYT 42.5▼6.9
SkyWater Technology, Inc.
· 1.64B
$31.18 -1.3% 1M -9% 52%
Quant: HOLD (3.19)
📅 08-04 D-6✏️ 리비전 ↑0/↓0📊 월가 HOLD
반도체
MRAM 42.4▼6.5
Everspin Technologies, Inc.
· 431.90M
$15.93 -4.3% 1M -8% 24%
Quant: HOLD (2.74)
📅 11-04 D-85✏️ 리비전 ↑1/↓1📊 월가 STRONG BUY실적 +0.02
반도체
$137.35 +4.7%
Quant: HOLD (2.75)
📅 09-24 D-80✏️ 리비전 ↑1/↓19📊 월가 BUY실적 +0.09
LI-Tech
ONTO 40.4▼9.3
Onto Innovation Inc.
Semiconductor Materials & Equi · 13.05B
$276.0 -4.0% 1M -5% 6M +40% 57%
Quant: HOLD (3.18)
📅 08-06 D-0✏️ 리비전 ↑3/↓3📊 월가 STRONG BUY
반도체
AXTI 38.6▼3.0
AXT, Inc.
Semiconductor Materials & Equi · 4.38B
$88.58 +17.8% 1M +25% 6M +248% 47% 이미급등
Quant: HOLD (3.49)
📅 10-29 D-80✏️ 리비전 ↑5/↓0📊 월가 BUY실적 +0.12
초기발굴 기술주 반도체
Q15·R14·G10·P2·V4
+5.0−15.0
$62.63 -17.6%
Quant: HOLD (2.67)
📅 08-10 D-40✏️ 리비전 ↑3/↓6📊 월가 BUY실적 +0.20
LI-Tech
BHE 37.6▼17.0
Benchmark Electronics, Inc.
Electronic Manufacturing Servi · 3.05B
$77.4 -5.2% 1M -9% 6M +82% 69%
Quant: HOLD (3.46)
📅 07-29 D-12✏️ 리비전 ↑3/↓0📊 월가 BUY실적 +0.03
초기발굴
Q15·R12·G5·P4·V2
+5.0−5.0
$6.24 -2.0%
Quant: HOLD (2.87)
📅 08-11 D-36✏️ 리비전 ↑0/↓0📊 월가 STRONG BUY
밸류D-▼
성장C+▲
수익D+▬
모멘C-▼
추정B-▼
LI-Tech LI-Small LI-Undercov
NVTS 36.3▼7.7
Navitas Semiconductor Corporation
Semiconductors · 3.57B
$13.36 -4.5% 1M -54% 6M +73% 27%
Quant: HOLD (3.45)
📅 07-27 D-18✏️ 리비전 ↑3/↓0📊 월가 HOLD
초기발굴 기술주 반도체
Q15·R11·G6·P8·V2
+5.0−5.0
$37.36 +2.8%
Quant: HOLD (3.42)
📅 07-28 D-27✏️ 리비전 ↑3/↓1📊 월가 BUY실적 +0.01
LI-Tech LI-Small LI-Undercov
$100.77 +7.9%
Quant: STRONG SELL (1.23)
📅 08-05 D-30✏️ 리비전 ↑0/↓3📊 월가 STRONG BUY
LI-Tech