5N Plus (VNP) was up >15% on an earnings beat powered by continued strength in its specialty semiconductors segment, which has rode the waves of both terrestrial and space solar demand.

Those waves look set to carry the company through the back half of the decade, with management announcing a ~30% expansion of its supply agreement with First Solar (VNP’s largest customer)…

… which should drive some positive estimates revisions. With where VNP is currently trading, the market has baked in all that and then some.

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