Latest news with #Aether
Yahoo
28-05-2025
- Business
- Yahoo
Lam Research Gains 18% in a Month: Should You Buy the Stock Now?
Lam Research Corporation LRCX has seen its share price soar 18.4% over the past month. This surge has significantly outperformed the broader Zacks Computer and Technology Sector, which gained 11% during the same period. Image Source: Zacks Investment Research This outperformance raises the question: Should investors accumulate the stock or book profits and exit the investment? Lam's recent surge has been driven in part by improving sentiment around U.S.-China trade. Reports of a temporary tariff rollback between the two nations have reassured markets. The United States agreed to reduce tariffs on Chinese imports to 30% from 145%, while China will cut duties on U.S. goods from 125% to 10%. These new terms will be in place for 90 days. The temporary trade truce revived hopes for smoother international trade and strengthened confidence in the economic outlook. As fears of escalating trade disruptions faded, equities, particularly in the tech and semiconductor sectors, rallied sharply. Apart from Lam Research, this broader market optimism also boosted the share prices of other semiconductor players, including NVIDIA NVDA, Broadcom AVGO and Advanced Micro Devices AMD. Over the past month, shares of NVIDIA, Broadcom and Advanced Micro Devices have soared 24.3%, 23.4% and 19.3%, respectively. Lam Research's long-term growth potential, along with invigorated investor optimism, makes the stock worth buying at the moment. Lam Research is well-positioned to benefit from the rising demand for artificial intelligence (AI) and datacenter chips. These chips require highly advanced fabrication processes, and LRCX provides the critical deposition and etching technologies that make this possible. In 2024, Lam Research shipped more than $1 billion in products for next-gen chip nodes and packaging. Management expects this figure to triple by 2025. The industry's move toward technologies like backside power distribution and dry-resist processing plays directly into LRCX's strengths. As capital investment in AI accelerates, Lam Research stands to benefit from being a key enabler of that buildout. Lam Research's continued investment in research & development and product innovation is paying off. Its Cryo 3.0 technology has set new performance benchmarks, giving it a competitive edge. Meanwhile, the Aether dry-resist system is gaining adoption, especially for memory applications like high-bandwidth DRAM. Expanding its manufacturing base in Asia has also helped the company improve margins and efficiency. In the third quarter of fiscal 2025, Lam Research's non-GAAP operating margin rose to 32.8%, up 210 basis points year over year. That's impressive, considering the challenges across the broader semiconductor market. Lam Research's latest financial results for the third quarter of fiscal 2025 confirm its ability to execute well even in uncertain times. Revenues rose 24.5% year over year to $4.72 billion, while non-GAAP EPS (adjusted for the stock split) jumped 33.5%. Strong demand from memory and logic customers, along with tight cost control, helped the company beat expectations on both the top and bottom lines. Lam Research Corporation price-consensus-eps-surprise-chart | Lam Research Corporation Quote Lam Research's consistent performance reinforces investor trust in its long-term business model and earnings stability. The stock has an impressive history of beating earnings estimates. LRCX surpassed the Zacks Consensus Estimate for earnings in each of the trailing four quarters, the average surprise being 6.1%. Despite the recent rally, Lam Research stock remains reasonably priced. LRCX currently trades at a forward price-to-earnings (P/E) ratio of 21.17, which is significantly lower than the sector's 25.72. The company's discounted valuation multiple aligns with its long-term growth potential. Image Source: Zacks Investment Research The stock's P/E ratio is also lower than major semiconductor players, including Advanced Micro Devices, NVIDIA and Broadcom. At present, Advanced Micro Devices, NVIDIA and Broadcom have forward 12-month P/E multiples of 24.24X, 29.73X and 32.19X, respectively. Lam Research's discounted valuation, solid financial performance and strategic focus on AI-driven growth make it a compelling investment option right now. The company's expanding market share in AI and datacenter fabrication, coupled with innovative product launches, strengthens its competitive positioning. LRCX carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Lam Research Corporation (LRCX) : Free Stock Analysis Report Broadcom Inc. (AVGO) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-05-2025
- Business
- Yahoo
Aether Holdings to Present at the Aegis Capital Corp. 2025 Virtual Conference on May 22nd
NEW YORK, May 19, 2025 (GLOBE NEWSWIRE) -- Aether Holdings, Inc. (Nasdaq: ATHR) ('Aether' or the 'Company'), an emerging financial technology platform company that offers proprietary research analytics, today announced that its management team is scheduled to present at the Aegis Capital Corp. 2025 Virtual Conference on Thursday, May 22nd, 2025. Presentation Details:Date: May 22nd, 2025Time: 2:00 p.m. ETWebcast Registration: Frank Cid, VP of Business Development at Aether Holdings, will present the Company's strategic vision, highlighting the recent launch of Alpha Edge Media, its digital-first content arm focused on expanding subscriber engagement through targeted newsletters and proprietary market insights. 'We are excited to showcase Aether at the Aegis Virtual Conference following our recent initial public offering,' said Nicolas Lin, CEO of Aether Holdings. 'This is a key moment to share how we're scaling subscriber engagement through Alpha Edge Media, our content engine designed to grow a data-rich investor audience. By connecting media, behavior, and analytics, we're creating a self-learning system that delivers smarter, faster insights and positions us to lead the next wave of fintech innovation." About Aether Holdings, Inc. Aether Holdings, Inc. (Nasdaq: ATHR) is an emerging financial technology holding company focused on transforming the way investors navigate the markets. Leveraging decades of market expertise and cutting-edge technology, Aether delivers proprietary tools, data, and research to empower traders with actionable insights and enhanced decision-making capabilities. Aether's flagship platform, is designed to serve both retail and institutional investors by offering advanced sentiment analysis through the use of machine learning (ML) and artificial intelligence (AI) capabilities. With over 20 years of sentiment data integrated into its systems, Aether aims to provide its users with a powerful combination of technology and expertise, enabling them to make informed decisions to level up their trading in the markets. Aether is committed to building an ecosystem that supports smarter, data-driven trading strategies, reinforcing its mission to empower the investing community and redefine excellence in fintech. By integrating advanced technologies, including artificial intelligence tools with the critical thinking and analytical abilities of its team of evidence-based trading veterans, Aether aims to provide its users with a powerful combination of technology and expertise, enabling them to make informed decisions to level up their trading in the markets. Find out more about Aether Holdings at Cautionary Note Regarding Forward Looking Statements This news release and statements of Aether's management in connection with this news release contain or may contain 'forward-looking statements' within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. In this context, forward-looking statements mean statements related to future events, which may impact our expected future business and financial performance, and often contain words such as 'expects', 'anticipates', 'intends', 'plans', 'believes', 'potential', 'will', 'should', 'could', 'would' or 'may' and other words of similar meaning. In this press release, forward-looking statements relate to the anticipated benefits to Aether of the launch and business plan for Alpha Edge Media as described herein. These and other forward-looking statements are based on information available to us as of the date of this news release and represent management's current views and assumptions. Forward-looking statements are not guarantees of future performance, events or results and involve significant known and unknown risks, uncertainties and other factors, which may be beyond our control. For Aether, particular risks and uncertainties that could cause our actual future results to differ materially from those expressed in our forward-looking statements include but are not limited to the following: (i) risks related to Aether's ability to adequately market its products and services, and to develop or acquire additional products and product offerings; (ii) risks related to intense competition in the fintech and financial newsletter sector; (iii) risk related to artificial intelligence and machine learning; (iv) the inability of Aether to maintain and protect its reputation for trustworthiness and independence; (v) the inability of Aether to attract new users and subscribers and convert free users to paying subscribers; (vi) similar risks and uncertainties associated with operating a relatively small business a rapidly evolving industry. Readers are cautioned not to place undue reliance on these forward-looking statements, which apply only as of the date of this news release. These factors may not constitute all factors that could cause actual results to differ from those discussed in any forward-looking statement, and Aether therefore encourages investors to review other factors that may affect future results in its filings with the SEC, which are available for review at and at Accordingly, forward-looking statements should not be relied upon as a predictor of actual results. We do not undertake to update our forward-looking statements to reflect events or circumstances that may arise after the date of this news release, except as required by law. Aether Holdings, Inc. ContactNicolas Lin, CEO(347) 363-0886ir@ Investor Relations ContactMatthew Abenante, IRCPresident, Strategic Investor Relations, LLC(347)-947-2093Email: matthew@ Media ContactJessica Starman, MBAmedia@
Indian Express
12-05-2025
- Business
- Indian Express
Contracts, capex, and chemistry: Is Aether Industries building an Asian Paints of specialty chemicals?
There's a new name doing the rounds in specialty chemicals: Aether Industries. It's young, R&D-driven, and already counts global giants like Baker Hughes and Saudi Aramco as its clients. The company is growing fast, expanding capacity, and shifting focus toward high-value contract manufacturing, a space investors tend to favour. But here's the catch: since its IPO in 2022, the stock has been flat. It had a brief 45% rally post-listing, but has since given up those gains. Over the last three years, it's essentially delivered no returns, even as the broader market moved up and peers like SRF or PI kept compounding. So the big question is: does Aether finally have the pieces in place to break out? Or is it another story where the promise is strong, but the execution needs to catch up? Let's dive in. India's specialty chemicals industry has been one of the quiet compounding stories of the last decade. With China-plus-one tailwinds, a rising export share, and increasing focus on complex chemistries, Indian players like PI Industries, Navin Fluorine, and SRF have created enormous wealth. Aether wants to be part of that club, and it's playing a differentiated game to get there. Aether Industries operates through three distinct verticals: 1. Large-Scale Manufacturing (LSM) – its high-margin products manufactured at scale. 2. Contract Manufacturing (CM) – long-term, exclusive agreements with global companies like Baker Hughes. 3. CRAMS – custom research and manufacturing services, where Aether helps clients take molecules from lab to plant. This structure gives it both a foundation of predictable own-product revenue and optionality from custom or contract-led growth. Notably, the company is actively shifting its mix away from its own products toward higher-value exclusive manufacturing, which contributed 38% of revenues in Q4FY24. Unlike peers who often scale on volumes or single chemistry platforms, Aether's moat lies in its deep chemistry capabilities and R&D intensity. The company works on complex chemistries like Grignard, organolithium, and cross-coupling reactions, processes that aren't easy to replicate at scale. That gives it an edge in attracting high-tech clients who need reliability and IP protection, not just capacity. Aether also spends 7-9% of its revenues on R&D, among the highest in the industry, and runs a proprietary '8×8 matrix' to filter new molecules it wants to develop. This keeps its innovation pipeline sharp while reducing the risk of chasing low-margin products. What makes Aether different is its focus on low-volume, high-complexity molecules. While some competitors chase scale through commoditised intermediaries, Aether prefers molecules that are difficult to make, harder to qualify, and stickier once approved. This is reflected in its customer list, which includes Saudi Aramco (Converge polyols), Baker Hughes (pour point depressants), and a range of Japanese and European firms in the pharma and materials space. In FY24, over 50% of revenue came from exports, and the company isn't just shipping to emerging markets; it's supplying critical molecules to innovation-driven sectors like oilfield services and sustainable polymers. Aether's revenue grew from Rs 1,092 crore in FY18 to Rs 6,511 crore in FY23, a six-year CAGR of over 35%. EBITDA margins hovered between 25% and 29%, aided by differentiated products and internal backward integration. However, FY24 was a pause: Revenue fell 3% to Rs 6,374 crore, EBITDA dropped to 25%, and PAT slipped to 12% to Rs 963 crore. The dip was largely due to a fire-related shutdown at its Site-2 plant and overall sluggishness in its LSM business. That said, the company bounced back sharply in FY25 YTD, with Q3 FY25 revenue growing 25% YoY, and margins improving to 29.8%, driven by better mix and operating leverage. As of FY24, Aether had already invested over Rs 1,000 crore into capex. Sites 3+, 3++, and 5 (Panoli) are all under expansion, with Site-4 commissioned for the Baker Hughes contract. While this puts pressure on return ratios (RoE just 5% in FY24), the hope is that as contract manufacturing scales up, asset turns and ROIC will improve materially. So far, the ingredients are niche products, credible global clients, capacity to scale, and a strong innovation culture. What remains to be seen is whether this structure translates into sustained financial performance. In late 2023, Aether Industries signed a strategic, exclusive supply agreement with Baker Hughes, one of the world's leading oilfield service providers. Under this deal, Aether will manufacture six specialty pour-point depressants — chemicals essential in transporting crude oil more efficiently. These are high-spec, high-margin products, and not something many Indian players have traditionally supplied at scale. To support this contract, Aether has already commissioned Site-4, with commercial production expected to begin by the end of FY25. At full ramp-up, the deal is expected to contribute over Rs 3,000 crore annually, significant for a company that reported over Rs 6,000 crore in revenue last year. More than just numbers, this partnership signals Aether's arrival as a serious player in global contract manufacturing. While the Baker Hughes contract provides near-term growth, Aether is also placing a longer-term bet on sustainable materials. Through a licensing partnership with Saudi Aramco's Converge business, Aether has secured exclusive rights to manufacture CO₂-based polyols in India. These materials, used in coatings, adhesives, and elastomers, are partially derived from captured carbon dioxide, making them part of a growing push toward carbon-neutral chemistry. The company has built a 2,000 TPA production line for these polyols and is in early-stage discussions with global buyers. This segment may not drive immediate revenue, but it positions Aether well in a future where green chemistry could become the norm, not the niche. Aether's growth isn't limited to marquee contracts. The company is also steadily expanding its global footprint. Over 50% of FY24 revenues came from exports, spanning Japan, Europe, the US, and the Middle East. These exports aren't commoditised APIs or bulk intermediates, but niche, high-spec molecules used in pharmaceuticals, materials science, and oilfield services. In just the first nine months of FY25, Aether added 31 new customers, many of them global names. This export momentum adds a layer of resilience to the business, reducing dependence on any single sector or geography. To meet rising demand, Aether is deep into a capex cycle. The company has recommissioned Site-2, which was temporarily shut due to a fire, and is on track to launch extensions at Site-3 (3+ and 3++) by the end of FY25. A new greenfield plant — Site-5 at Panoli — is also expected to be operational by December 2025. These expansions are not just about volume, but about building modular, high-spec facilities that can cater to complex chemistry needs. Over time, they will form the backbone of Aether's CRAMS and contract manufacturing push. Since its IPO in 2022, it rallied around 40% at one point, only to give up most of those gains. Over the last three years, the stock has largely moved sideways, even as the company kept expanding its capacity and client base. Today, the stock trades at nearly 65 times forward earnings, a valuation that reflects high expectations. That multiple places it well above several established players in the specialty chemicals space. The market, in effect, is betting that Aether's next phase, driven by the Baker Hughes contract, export growth, and premium products like Converge polyols, will translate into steep revenue and profit growth over the next few years. If Aether executes to plan, with revenue compounding at 25-30% and margins holding or improving, the current valuation may be justified in hindsight, especially if return ratios improve as operating leverage kicks in and high-margin contracts ramp up. In that case, investors could see earnings catch up with the stock price, and possibly more. But that's a scenario built on smooth execution. Any delays in capacity utilisation, hiccups in contract scale-up, or margin pressures could result in the valuation looking stretched. What's clear is that this is a stock priced for growth, not for safety. Aether's biggest strength is its ambition, which can also be its key risk. The company is executing multiple large-scale projects simultaneously, and while that sets it up for growth, it also creates room for delays, cost overruns, or slower-than-expected ramp-ups. Contracts like the one with Baker Hughes, while exclusive, are volume-based and don't guarantee offtake, which means execution and demand will both have to line up. Then there's the issue of operating leverage. Aether's margins have historically been healthy, but with capacity expansions and a shifting product mix, they'll have to fight to maintain those levels, especially as competition increases and client expectations tighten. Investors should also keep an eye on working capital cycles. Specialty chemicals is a cash-intensive business, and with an expanding client base, receivables can stretch. Any mismatch in execution could lead to pressure on cash flows, especially when capex commitments remain high. In short, this is not a business priced for stability, it's priced for growth. And while the building blocks are impressive — deep R&D, global clients, and a differentiated product mix — investors will need to watch execution closely over the next 12-18 months. Aether Industries has all the ingredients of a potential long-term winner: a differentiated business model, global contracts, high R&D intensity, and a leadership team that's thinking 5-10 years ahead. In many ways, it represents what the new wave of Indian manufacturing can look like: niche, knowledge-driven, and globally relevant. But at the same time, the stock market isn't waiting for all the proof. At 65x forward earnings, it's already giving Aether the benefit of the doubt. That makes it less of a value pick and more of a high-conviction, high-expectation story. If the execution plays out, especially on the Baker Hughes ramp-up, Converge polyol scale-up, and consistent export growth, the upside could be meaningful. But if things fall short or take longer than expected, the valuation leaves little room for disappointment. For investors, this may not be a stock to back blindly, but it's definitely one to watch closely. And for those with a long-term horizon and the patience to ride out short-term volatility, Aether could still turn into a quiet compounder, just not on autopilot. Note: We have relied on data from the annual report and industry reports for this article. For forecasting, we have used our assumptions. Parth Parikh currently heads the growth and content vertical at Finsire. He holds an FRM Charter along with an MBA in Finance from Narsee Monjee Institute of Management Studies. Previously, he has held research positions at various companies. Disclosure: The writer and his dependents do not hold the stocks discussed in this article. The website managers, their employees(s), and contributors/writers/authors of articles have or may have an outstanding buy or sell position or holding in the securities, options on securities or other related investments of issuers and/or companies discussed therein. The content of the articles and the interpretation of data are solely the personal views of the contributors/ writers/authors. Investors must make their own investment decisions based on their specific objectives, resources and only after consulting such independent advisors as may be necessary.
Yahoo
20-03-2025
- Business
- Yahoo
Aether Catalyst Solutions Announces Close of Non-Brokered Private Placement
Burnaby, British Columbia--(Newsfile Corp. - March 19, 2025) - Aether Catalyst Solutions, Inc. (CSE: ATHR) (FSE: 2QZ) ("ATHR" or the "Company") announces that, further to its news releases dated March 12, 2025, it has closed its non-brokered private placement of units (each, a "Unit") of the Company at a price of $0.04 per Unit (the "Private Placement"). The company issued 1,875,000 Units for gross proceeds of $75,000. Each Unit consists of one common share in the capital of the Company (each, a "Share") and one-half (1/2) a Share purchase warrant (each, a "Warrant"), with each Warrant entitling the holder thereof to purchase one additional Share (each, a "Warrant Share") at a price of $0.10 per Warrant Share for a period of twelve (12) months from the date of closing of the Private Placement. There were no Finders' Fees paid in conjunction with this offering. All securities issued in connection with the Offering are subject to a standard hold period of four months and one day. An insider of the Company participated in the Offering for an aggregate of 122,000 Units. Such participation represents a related party transaction subject to Multilateral Instrument 61-101 - Protection of Minority Holders in Special Transaction ("MI 61-101"). The transaction is however exempt from the formal valuation and minority shareholder approval requirements provided under subsections 5.5(a) and 5.7(a) of MI 61-101 on the basis that the fair market value of the Units acquired by the insiders in the Offering did not exceed 25% of the Company's market capitalization. The gross proceeds of the Private Placement will be used for general working capital purposes. The Company confirms that there is no material fact or material change about the company that has not already been generally disclosed. ABOUT THE COMPANY: Aether Catalyst Solutions, Inc. is focused on providing an order of magnitude cost reduction in automotive catalytic converter catalyst, while meeting, or exceeding government emission standards. Aether is working to quickly advance its technology through rapid screening of new materials directed at enhancing end of life conversion levels after accelerated aging. While Aether's primary focus has been automotive applications, the company is also developing catalysts to address small motors emissions - a significant contributor to urban air pollution. FOR FURTHER INFORMATION PLEASE CONTACT: Aether Catalyst Solutions, WoodwardPresidentTel: 604 690-3797http:// The Canadian Securities Exchange ("CSE") or any other securities regulatory authority has not reviewed and does not accept responsibility for the adequacy or accuracy of this management prepared news release. Forward-looking Information Cautionary Statement Except for statements of historic fact, this news release contains certain "forward-looking information" within the meaning of applicable securities law. Forward-looking information is frequently characterized by words such as "plan", "expect", "project", "intend", "believe", "anticipate", "estimate" and other similar words, or statements that certain events or conditions "may" or "will" occur. Forward-looking statements are based on the opinions and estimates at the date the statements are made, and are subject to a variety of risks and uncertainties and other factors that could cause actual events or results to differ materially from those anticipated in the forward-looking statements including, but not limited to delays or uncertainties with regulatory approvals, including that of the CSE. There are uncertainties inherent in forward-looking information, including factors beyond the Company's control. There are no assurances that the business plans for Aether described in this news release will come into effect on the terms or time frame described herein. The Company undertakes no obligation to update forward-looking information if circumstances or management's estimates or opinions should change except as required by law. The reader is cautioned not to place undue reliance on forward-looking statements. Additional information identifying risks and uncertainties that could affect financial results is contained in the Company's filings with Canadian securities regulators, which are available at NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES To view the source version of this press release, please visit Sign in to access your portfolio
Yahoo
28-02-2025
- Yahoo
Kiwi Ears Aether: Redefining IEM Performance With the Largest Planar Driver
The Kiwi Ears Aether represents a significant advancement in in-ear monitoring with its innovative 15.3mm planar driver. Designed to deliver unparalleled sound quality, the Aether offers greater output, lower distortion, and a lifelike, open soundstage that rivals the experience of full-size headphones. NEW YORK CITY, NEW YORK / / February 27, 2025 / At the heart of the Aether is Kiwi Ears' largest planar driver yet, featuring a 15.3mm diaphragm powered by multi-layered N52 neodymium magnets. This advanced driver technology provides a headphone-like listening experience, offering enhanced output and dramatically reduced distortion compared to typical 12mm or 14mm planar drivers. The result is superior audio quality with exceptional resolution, a wider soundstage, and precise imaging. With its newly designed chamber and improved ventilation, the Aether recreates the lifelike, open sound signature of open-back headphones, making it the perfect choice for both audiophiles and professionals seeking true-to-life audio reproduction. Tonal IntegrityTonal integrity is a key feature in engineering the Aether. Staying true to Kiwi Ears' signature tonal balance, t he Aether has been meticulously crafted to deliver natural and precise sound. The bass is focused, with sub-woofer-like slam and a smooth transition from mid-bass to mids, providing slight warmth to the body of the sound. The core midrange, from 300 to 800Hz, remains flat, ensuring monitor-like accuracy for both instruments and vocals. The treble is painstakingly tuned to carefully match the tonal perception of the human ear and give a clear, yet natural upper frequency response. A Sound for ProfessionalsWith the planar magnetic driver's exceptional performance in speed, responsiveness, imaging, and soundstage, as well as its balanced tonal signature, the Aether is designed for professionals who seek accuracy and precision in their sound. It's also ideal for gamers and music enthusiasts seeking an immersive, engaging listening experience. Detachable Cable SystemThe Aether comes standard with a detachable 2-pin 0.78mm connector system. This modular design allows the IEMs to be swapped with other cables with the same connectors, extending the IEM's longevity as well as allowing customization in the user experience. Product Specifications: Sensitivity(1KHz): 105dB SPL/mWFrequency Range: 20Hz-20KHzImpedance(1KHz): 14 OhmDriver: 15.3 Planar*1Earphone Jack: 0.78mm/ 2Pin About Kiwi Ears Kiwi Ears is a leading audio brand dedicated to crafting innovative, high-quality audio solutions for audiophiles, music enthusiasts, and professionals. From IEMs to headphones, Kiwi Ears combines cutting-edge technology with a passion for sound to create products that inspire and delight. The Kiwi Ears Aether is now available for purchase on the official Kiwi Ears website and through authorized retailers more information about the Kiwi Ears Aether, please visit： Kiwi Ears Website Linsoul Website Contact Information Evelyn Zhou Marketing Assistantmarketing@ SOURCE: LINSOUL INC View the original press release on ACCESS Newswire Sign in to access your portfolio
