Key Highlights

  • Backblaze (NASDAQ:BLZE) gained 33.51% to USD 9.88 after third quarter Revenue climbed 26% to USD 46.7 million.
  • Lattice Semiconductor (NASDAQ:LSCC) rose 10.02% to USD 105.00 after revenue jumped 118.3% to USD 291.0 million.
  • Fabrinet (NYSE:FN) advanced 9.95% to USD 346.00 after first quarter fiscal 2027 revenue rose 51%.
  • Aehr Test Systems (NASDAQ:AEHR) climbed 14.05% to USD 58.70 after record revenue of USD 33.0 million.
  • Advanced Energy Industries (NASDAQ:AEIS) jumped 11.41% to USD 241.98 after revenue rose 50% to USD 696.4 million.

Backblaze (NASDAQ:BLZE) (up USD 2.48, 33.51%): Cloud Storage Growth Picks Up Pace

Backblaze (NASDAQ:BLZE) gained 33.51% to USD 9.88 in pre-market trading on November 3, 2026. The implied prior close is about USD 7.40 (calculated). The company reported third quarter 2026 results on November 2, 2026, with revenue up 26% to USD 46.7 million and a lifted full year outlook.

B2 Cloud Storage revenue reached USD 30.5 million, up 47%. Full year 2026 revenue guidance was lifted to USD 177.8 million to USD 178.2 million. Risks include USD 201 million of 0% convertible senior notes due 2031, which could dilute shareholders if converted, and net revenue retention of 105%, down from 107%.

Lattice Semiconductor (NASDAQ:LSCC) (up USD 9.56, 10.02%): Strong Revenue and a Higher Fourth Quarter Range

Lattice Semiconductor (NASDAQ:LSCC) rose 10.02% to USD 105.00 in pre-market trading on November 3, 2026. The implied prior close is near USD 95.44 (calculated). Third quarter revenue hit USD 291.0 million, up 118.3%, with non-GAAP gross Margin of 70.9% and non-GAAP Earnings Per Share of USD 0.72.

Fourth quarter revenue guidance is USD 325 million to USD 345 million. The AMI Business contributed USD 39.1 million after its Acquisition closed on July 27, 2026, and the company repaid USD 50 million of debt. Risks include steep growth expectations, integration of the acquired business and reliance on artificial intelligence infrastructure demand.

Fabrinet (NYSE:FN) (up USD 31.31, 9.95%): Revenue Up 51% and a Bigger Buyback

Fabrinet (NYSE:FN) advanced 9.95% to USD 346.00 in pre-market trading on November 3, 2026. First quarter fiscal 2027 revenue was USD 1,474.5 million, up 51% from USD 978.1 million, and non-GAAP Diluted Earnings per Share were USD 4.34. Second quarter revenue guidance is USD 1.6 billion to USD 1.65 billion.

The board added USD 103.0 million to the repurchase authorization, lifting the total to USD 637.3 million. Operating Cash Flow was USD 21.3 million, compared with USD 102.6 million a year earlier, and non-GAAP free cash flow was negative USD 137.4 million. The company lists reliance on a small number of customers as a risk factor.

Aehr Test Systems (NASDAQ:AEHR) (up USD 7.23, 14.05%): A Banner Quarter and a Tripled Outlook

Aehr Test Systems (NASDAQ:AEHR) climbed 14.05% to USD 58.70 in pre-market trading on November 3, 2026. The implied prior close is about USD 51.47 (calculated). First quarter fiscal 2027 revenue hit a record USD 33.0 million, bookings were USD 46.7 million and effective Backlog was USD 109.3 million.

The company now expects full-year fiscal 2027 revenue of USD 150 million, triple its fiscal 2026 revenue. Margins, Net Income and cash details were not available in the sources reviewed, so they are omitted. The outlook implies a steep ramp over the remaining three quarters, and guidance is a forecast, not a guarantee.

Advanced Energy Industries (NASDAQ:AEIS) (up USD 24.78, 11.41%): Record Results and Higher Guidance

Advanced Energy Industries (NASDAQ:AEIS) jumped 11.41% to USD 241.98 in pre-market trading on November 3, 2026. The prior close was roughly USD 217 (calculated). Third quarter revenue reached USD 696.4 million, up from USD 463.3 million a year earlier, and non-GAAP diluted earnings per share were USD 3.65.

Fourth quarter guidance is revenue of USD 735 million, plus or minus USD 25 million. Semiconductor Equipment revenue was USD 322.2 million and Data Center Computing revenue was USD 256.2 million, both records. Total Debt was about USD 1,265.9 million, compared with USD 567.5 million at year-end 2025, and growth tied to those two markets can swing if customer orders shift.

Where Things Stand

All five names pair strong reported growth with guidance for more, and several tie their outlook to artificial intelligence related Demand in storage, chips and power. The caveats differ: Backblaze carries convertible debt, Fabrinet showed weak cash generation, Advanced Energy added debt, and Aehr needs a steep ramp to reach its outlook. Watch whether pre-market gains hold once regular trading opens on November 3, 2026, and how each company delivers against its next guided quarter.