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5 must-read analyst questions from IDEX’s Q3 earnings call

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5 must-read analyst questions from IDEX’s Q3 earnings call

IDEX’s third quarter saw notable gains, with revenue and adjusted earnings surpassing Wall Street’s expectations. Management credited the outperformance to continued strength in data centers, semiconductors, space and defense, and municipal water markets. CEO Eric Ashleman

Directly affected

  • No company is named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF-12.3% 30d

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.

  • SOXX iShares Semiconductor ETF-15.7% 30d

    iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.

  • QQQ Invesco QQQ-2.6% 30d

    Invesco QQQ: it holds the big tech and AI names. Linked by “data center” (AI and big tech) in this story.

  • ITA iShares U.S. Aerospace & Defense ETF-3.0% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story.

  • NVDA Nvidia-9.9% 30d

    Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.

  • ASML ASML Holding N.V+1.0% 18d

    ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.

  • TSM Taiwan Semiconductor Manufacturing-8.8% 30d

    Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.

  • MSFT Microsoft+4.0% 30d

    Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “data center” (AI and big tech) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SMH+3.57%+8.65%baseafter closeafter closeafter closeafter close
SOXXNo price data for this ticker———————
QQQ+3.12%+5.08%baseafter closeafter closeafter closeafter close
ITANo price data for this ticker———————
NVDA+5.49%+5.17%baseafter closeafter closeafter closeafter close
ASML+1.58%+6.31%baseafter closeafter closeafter closeafter close
TSM+4.53%+8.29%baseafter closeafter closeafter closeafter close
MSFTNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

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5 must-read analyst questions from IDEX’s Q3 earnings call Yahoo Finance

Source: Yahoo Finance

This story

CompanyWhenMoveStatus
ASMLthree days earlier+6.31%final price
ASMLfive days earlier+1.58%final price
NVDAthree days earlier+5.17%final price
NVDAfive days earlier+5.49%final price
QQQthree days earlier+5.08%final price
QQQfive days earlier+3.12%final price
SMHthree days earlier+8.65%final price
SMHfive days earlier+3.57%final price
TSMthree days earlier+8.29%final price
TSMfive days earlier+4.53%final price

Congressional trades in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

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