StreetInsider.com News Articles

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'

Thu, 15 Oct 2026 12:05:22 -0400

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.

The analyst comments "Following TSMC’s 3Q26 results, we come away incrementally more constructive on the duration of the AI-driven capex cycle, with the expanding fab footprint an increasingly important read-through for our industrial coverage. Results exceeded expectations, 4Q guidance implies another sequential step-up, and FY26 revenue growth was raised to ~44% in USD terms. More importantly, AI demand continues to exceed available supply, supporting a capacity build-out that extends well beyond 2026. Management maintained its $60-64B FY26 capex outlook and expects 2026-28 spending to significantly exceed the prior three years.

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'

Thu, 15 Oct 2026 12:05:22 -0400

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'

Thu, 15 Oct 2026 12:05:22 -0400

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'

Thu, 15 Oct 2026 12:05:22 -0400

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'

Thu, 15 Oct 2026 12:05:22 -0400

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'

Thu, 15 Oct 2026 12:05:22 -0400

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'

Thu, 15 Oct 2026 12:05:22 -0400

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'

Thu, 15 Oct 2026 12:05:22 -0400

Mizuho: 'IEX remains our preferred idea for differentiated semiconductor growth exposure'.

AMETEK Announces Third Quarter 2026 Earnings Call and Webcasted Investor Conference Call Information

Thu, 15 Oct 2026 08:00:00 -0400

- Earnings to be released before market opens on Tuesday, November 3, 2026 -

BERWYN, Pa., Oct. 15, 2026 /PRNewswire/ -- AMETEK, Inc. (NYSE: AME) will issue its third quarter 2026 earnings release before the market opens on Tuesday, November 3, 2026.

AMETEK will

AMETEK Announces Third Quarter 2026 Earnings Call and Webcasted Investor Conference Call Information

Thu, 15 Oct 2026 08:00:00 -0400

- Earnings to be released before market opens on Tuesday, November 3, 2026 -

BERWYN, Pa., Oct. 15, 2026 /PRNewswire/ -- AMETEK, Inc. (NYSE: AME) will issue its third quarter 2026 earnings release before the market opens on Tuesday, November 3, 2026.

AMETEK will

Ametek Inc. (AME) PT Raised to $263 at Citi

Mon, 12 Oct 2026 05:00:53 -0400

Citi analyst Andrew Kaplowitz raised the price target on Ametek Inc. (NYSE: AME) to $263.00 (from $261.00) while maintaining a Neutral rating.

DA Davidson Reiterates Buy Rating on Ametek Inc. (AME), Updates Estimates to Reflect Indicor Instrumentation Acquisition

Wed, 07 Oct 2026 08:59:24 -0400

DA Davidson analyst Matt Summerville reiterated a Buy rating and $285.00 price target on Ametek Inc. (NYSE: AME).

The analyst commented, "In conjunction with AME recently closing the Indicor Instrumentation acquisition, we are updating our estimates to include what is the largest acquisition in AME’s history. We continue to view the transaction as highly logical and synergistic, underscored by its sizable aftermarket exposure (~$550M, ~50% of sales) and attractive + secularly driven end-market alignment with AME’s existing portfolio. As a result, we are raising our go-forward revenue and adjusted EPS estimates to reflect acquisition-related contribution while leaving our underlying core assumptions

Ametek Inc. (AME) PT Raised to $280 at Baird

Mon, 05 Oct 2026 07:38:51 -0400

Baird analyst Richard Eastman raised the price target on Ametek Inc. (NYSE: AME) to $280.00 (from $275.00) while maintaining a Neutral rating.

RBC Capital Assumes Ametek Inc. (AME) at Outperform

Fri, 02 Oct 2026 05:33:31 -0400

RBC Capital analyst Jeffrey Reive assumes coverage on Ametek Inc. (NYSE: AME) with a Outperform rating and a price target of $291.00.

For an analyst ratings summary and ratings history on Ametek Inc. click here. For more ratings news on Ametek Inc. click here.

Shares of Ametek Inc. closed at $249.09 yesterday.

Ametek Inc. (AME) PT Raised to $290 at BNP Paribas Exane

Mon, 14 Sep 2026 07:17:39 -0400

BNP Paribas Exane analyst Andrew Buscaglia raised the price target on Ametek Inc. (NYSE: AME) to $290.00 (from $280.00) while maintaining a Outperform rating.

Ametek Inc. (AME) PT Raised to $290 at BNP Paribas Exane

Fri, 11 Sep 2026 09:53:36 -0400

BNP Paribas Exane analyst Andrew Buscaglia raised the price target on Ametek Inc. (NYSE: AME) to $290.00 (from $280.00) while maintaining a Outperform rating.

The analyst comments "We raise est's to reflect the closing of the Indicor deal and, as a result, we increase our PT to $290 (from $280). We now see $10.60 in EPS in our '28 base case (consensus at $9.95) although $11 is achievable if sales reach double-digit growth ahead, similar to past cycles."

Ametek Inc. (AME) PT Raised to $290 at BNP Paribas Exane

Fri, 11 Sep 2026 09:53:36 -0400

BNP Paribas Exane analyst Andrew Buscaglia raised the price target on Ametek Inc. (NYSE: AME) to $290.00 (from $280.00) while maintaining a Outperform rating.

Vertical Research Partners Starts Ametek Inc. (AME) at Buy

Tue, 08 Sep 2026 07:27:59 -0400

Vertical Research Partners analyst Brett Linzey initiates coverage on Ametek Inc. (NYSE: AME) with a Buy rating and a price target of $255.00.

For an analyst ratings summary and ratings history on Ametek Inc. click here. For more ratings news on Ametek Inc. click here.

Shares of Ametek Inc. closed at $237.72 yesterday.

Form 8-K AMETEK INC/ For: Aug 26

Wed, 26 Aug 2026 16:43:00 -0400

si-local-file:///var/storage/secattach/20260826/26982398.html

Form 8-K AMETEK INC/ For: Aug 26

Wed, 26 Aug 2026 16:43:00 -0400

si-local-file:///var/storage/secattach/20260826/26982398.html

Ametek completes $5B acquisition of Indicor Instrumentation

Wed, 26 Aug 2026 16:30:15 -0400

Ametek, Inc. (NYSE: AME) announced it has completed its acquisition of a portfolio of instrumentation businesses from Indicor, LLC, known as Indicor Instrumentation, in an all-cash transaction valued at $5.0 billion.

Indicor Instrumentation designs and manufactures products for industrial and scientific applications, generating recurring revenue from consumables, services, and aftermarket support.

The acquired businesses will be integrated into Ametek's Electronic Instruments Group and Electromechanical Group based on product offerings and market alignment.

Indicor Instrumentation is expected to contribute approximately $350 million to Ametek's 2026 sales and is expected to be modestly accretive to Ametek's 2026 adjusted earnings.

"We are excited to complete this highly

Ametek completes $5B acquisition of Indicor Instrumentation

Wed, 26 Aug 2026 16:30:15 -0400

Indicor Instrumentation designs and manufactures products for industrial and scientific applications, generating recurring revenue from consumables, services, and aftermarket support.

The acquired businesses will be integrated into Ametek's Electronic Instruments Group and Electromechanical Group based on product offerings and market alignment.

Indicor Instrumentation is expected to contribute approximately $350 million to Ametek's 2026 sales and is expected to be modestly accretive to Ametek's 2026 adjusted earnings.

"We are excited to complete this highly

Ametek completes $5B acquisition of Indicor Instrumentation

Wed, 26 Aug 2026 16:30:15 -0400

Indicor Instrumentation designs and manufactures products for industrial and scientific applications, generating recurring revenue from consumables, services, and aftermarket support.

The acquired businesses will be integrated into Ametek's Electronic Instruments Group and Electromechanical Group based on product offerings and market alignment.

Indicor Instrumentation is expected to contribute approximately $350 million to Ametek's 2026 sales and is expected to be modestly accretive to Ametek's 2026 adjusted earnings.

"We are excited to complete this highly

Ametek completes $5B acquisition of Indicor Instrumentation

Wed, 26 Aug 2026 16:30:15 -0400

Indicor Instrumentation designs and manufactures products for industrial and scientific applications, generating recurring revenue from consumables, services, and aftermarket support.

The acquired businesses will be integrated into Ametek's Electronic Instruments Group and Electromechanical Group based on product offerings and market alignment.

Indicor Instrumentation is expected to contribute approximately $350 million to Ametek's 2026 sales and is expected to be modestly accretive to Ametek's 2026 adjusted earnings.

"We are excited to complete this highly

AMETEK Completes Acquisition of Indicor Instrumentation

Wed, 26 Aug 2026 16:30:00 -0400

BERWYN, Pa., Aug. 26, 2026 /PRNewswire/ -- AMETEK, Inc. (NYSE: AME) today announced that it has completed its previously announced acquisition of a portfolio of instrumentation businesses from Indicor, LLC, ("Indicor Instrumentation") in an all‑cash transaction valued at $5.0 billion.

Indicor Instrumentation is a group of leading businesses that design and manufacture mission-critical solutions for demanding industrial and scientific applications. Its products serve customers across attractive end markets that align closely with AMETEK's existing portfolio and generate a substantial base of recurring revenue from consumables, services and aftermarket support.

"We