VLX Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
19:46
25 авг
25 авг
Volex under-owned, resilient in bad macro.
Buy Volex as an under-owned name that can perform even in a weak macro environment.
Сред.
13:25
25 авг
25 авг
The author praises the company's solidity but does not state a position or forward-looking call.
The author praises the company's solidity but does not state a position or forward-looking call, only responding to a parent's hesitation.
12:23
25 авг
25 авг
VLX rally validates earlier bullish deep dive
Author highlights prior deep dive on VLX, now validated by strong FY2027 profit guidance that drove a 20% rally, signaling continued confidence in the company's earnings trajectory.
Сред.
09:53
25 авг
25 авг
Buy VLX; cheap with strong business.
Buy VLX nearing a technical buy point; company itself stated consensus is too low for 2027, reinforcing the bull case of a strong business trading at a cheap valuation.
Сред.
09:27
25 авг
25 авг
Volex data-center momentum, profit beat, bullish
The author is bullish on Volex, citing strong FY2027 profit guidance above consensus, 28% organic revenue growth, and a re-rating of the data-center opportunity as the company's higher revenue run-rate is sustained.
Сред.
09:01
11 авг
11 авг
The author is watching three companies as reasonably priced on a 2-3 year horizon.
The author is watching three companies as reasonably priced on a 2-3 year horizon, but stops short of a directional call.
Низ.
20:35
09 авг
09 авг
Author hints at unrecognized value in Volex with a Substack article.
Author hints at unrecognized value in Volex with a Substack article, but stops short of an explicit position or price target.
Низ.
07:17
09 авг
09 авг
Volex IP overhang resolved via 2025 settlement
Author notes Volex's AEC patent dispute with CRDO was settled via licensing in 2025, removing IP overhang; Volex positioned as a manufacturing/customer-relationship play for hyperscalers rather than an IP story.
Сред.
19:46
08 авг
08 авг
Volex mispriced as industrial, AI rack upside
Buy Volex as the market misprices it as a generic industrial; the company supplies high-speed copper connectivity into AI racks (800G→1.6T transition) and its EV-derived power capabilities align with next-gen 400–800V DC rack architectures, with hyperscaler expansion into Meta, Microsoft, and Google as a further catalyst.
Сред.
13:15
16 июн
16 июн
Автор подтверждает наличие интереса к TRT и благодарит за предложение по VLX.
Автор подтверждает наличие интереса к TRT и благодарит за предложение по VLX, однако не выражает своей позиции или направленного прогноза по любому из этих тикеров.
Низ.
14:59
20 мая
20 мая
VLX / VLX.L named as copper exposure; no supporting catalyst or reasoning.
VLX / VLX.L named as copper exposure; no supporting catalyst or reasoning. Barely meets criteria.
Выс.
14:59
20 мая
20 мая
Buy these copper-exposed names as the speaker sees a catalyst today warranting increased.
Buy these copper-exposed names as the speaker sees a catalyst today warranting increased allocation to the copper theme, implying positive price action ahead.
Сред.
Об аналитическом покрытии VLX
Buzzberg отслеживает VLX в 5 источниках. Бычьих сигналов: 5, медвежьих: 0, от 5 аналитиков. Сентимент преимущественно бычий (42%). Всего отслеживается 12 торговых идей. За последние 7 дней: бычьих: 3, наблюдение: 2. Последние спикеры: temple_eight, italianinvesto, jpinsights.