Navitas projects $13.5M Q3 revenue while targeting AI infrastructure at more than 1/3 of sales by year-end

F5 forecasts 9%-10% FY 2026 revenue growth as Q4 EPS guidance targets $4.14-$4.26

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Sanmina targets $16B+ revenue in FY 2027 as it guides Q4 EPS of $3.05-$3.35