Feed / Theme
Confirmed

Network Infrastructure Software

10 names are moving together; 50% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
MTVAMetaVia Inc.Healthcare-2.8%Group member
EVGOEVgo Inc.Consumer Cyclical+1.4%Group member
NTCTNetScout Systems, Inc.Technology+0.2%Group member
SONYSony Group CorporationTechnology+0.6%Group member
STRCStrategy Inc - Variable Rate SeTechnology+1.3%Group member
MNSOMINISO Group Holding LimitedConsumer Cyclical+0.9%Group member
CDNSCadence Design Systems, Inc.Technology-0.3%Group member
ATENA10 Networks, Inc.Technology+2.4%Most structurally connected
NTGRNETGEAR, Inc.Technology+0.7%Group member
INODInnodata Inc.Technology-1.8%Group member

Why we believe this

Cohort

10 names

Participation

50% this session

Observed history

1 daily builds

Filing coverage

8/10 members

demand / volume affecting revenue

Products revenue increased $8.0 million, or 22%, during the three months ended March 31, 2026 compared to the same period of 2025, as a result of an increase in demand from our enterprise customers in the Americas and EMEA regions.

ATEN 10-Q

product pipeline / R&D affecting expense

Research and development operating expenses increased $3.1 million, or 19.6%, in the three months ended March 31, 2026 , compared to the same period in 2025, primarily due to an increase in personnel costs.

ATEN 10-Q

demand / volume

The increase was primarily a result of an increase in demand from our service provider and enterprise customers in the Americas region and an increase in demand from our service provider customers in the EMEA region, partially offset by decreases in demand from service provider and enterprise customers in the APJ region and enterprise customers in the EMEA region.

ATEN 10-K

Breadth and sponsorship may keep weakening, leaving the move isolated.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.