Argos Therapeutics (NSDQ: ARGS), a developer of vaccines against diseases including cancer and HIV, reported quarterly earnings on May 13 that came in pretty much as expected. Based on a statement from the company’s CEO, we expect interim test results for the phase 3 ADAPT trial to be released during the second week of June. The company also confirmed that it has received the first $20 million tranche of equity capital from a consortium of institutional investors that intend to purchase another $40 million of the company’s stock provided Argos continues to meet its operating objectives.

Arista Networks (NYSE: ANET), which supplies cloud-networking solutions such as operating systems, network applications and gigabit Ethernet switches, has become an analyst darling of late. It’s benefiting from the trend toward simplifying technology infrastructure, pushing more and more data into the cloud. Over the past three months the mean analyst earnings forecast for this year has risen from $2.56 to $2.67 while next year’s outlook is up from $3.15 to $3.18. That’s year-over-year earnings growth of nearly 60% in 2017 and 19% in 2017. Arista Networks is a buy on dips under $62.

Covisint (NSDQ: COVS). Earlier this week the cloud platform provider received an unsolicited offer from Vector Capital to acquire the company. Although the price was unspecified, the news sent Covisint’s stock up from its year-to-date low of $1.53 to $1.97, a nearly 28% increase. The company reported an earnings loss of 9 cents earlier this year, beating estimates of 11 cents by 18%. Management was disappointed with sales efforts and its inability to close a new agreement with Cisco. As a result the company lowered full-year revenue guidance by $4 million, or about 5%. Management remained optimistic that continued progress in its cloud platform would increase earnings once the company’s sales force gains more experience. Covisint will announce fourth-quarter and full-year fiscal 2016 earnings after the market closes on June 6.

Ekso Bionics. Earlier this month robotic bodysuit manufacturer Ekso Bionics announced a 1 for 7 reverse stock split to push its share price above the Nasdaq mandated minimum of $4 so it can begin trading on the more liquid Capital Market Exchange. For the first 20 days it will trade under the symbol EKSOD to differentiate it from its usual symbol EKSO.

FireEye (NSDQ: FEYE). Like so many other tech companies these days, FireEye, which provides cybersecurity systems for detecting, preventing and combating cyberattacks, is beginning to offer its protection as a service. Instead of receiving a single one-time payment for its product, the company will receive quarterly payments through its “FireEye-as-a-Service” model. While that shift does create a short-term slump in revenue, it will smooth out revenue over the long haul. Another upside to the move is that the FaaS model should actually improve FireEye’s gross margins, boosting profitability. We’re already seeing that trend at work, as service revenue shot up 58% in the first quarter to $134.3 million.

Himax Technologies (HIMX). This virtual reality display circuit supplier reported earnings of 8 cents earlier this month, beating estimates by a penny. Although first-quarter 2016 revenue increased 1.3% to $180 million, Himax missed analysts’ expectations of $181 million. As a result, Himax’s stock dropped from $10.75 to $9, a loss of more than 16%. Management blamed the Feb. 6 earthquake in Taiwan for the revenue miss and said it could have beaten guidance if the earthquake hadn’t occurred. The company’s second-quarter guidance calls for revenue increases of 7.5% to 12.5% and earnings should range between 8.5 and 10.5 cents; analysts are expecting 10 cents. The CEO said the company was seeing increased demand from China for its OLED displays since fourth quarter 2015.

Immersion (IMMR) is immersing itself in litigation. The touch feedback device maker has ongoing complaints against Samsung, Apple and AT&T this year. In the Samsung case, Immersion claims that Samsung is continuing to sell products that contain Immersion haptic feedback technology after the user contract expired at the end of 2015. In the Apple and AT&T cases Immersion claims that both companies are infringing on some Immersion patents. Last month Immersion received a favorable ruling in a dispute against Sony over one of Immersion’s patents. Haptic feedback technology is in high demand, and CEO Vic Viegas said that Immersion is proving that its “intellectual property portfolio remains relevant.”

Juno Therapeutics (NSDQ: JUNO) reported quarterly earnings on May 9 that included a more than doubling of total revenue compared with the previous quarter due in large part to a “milestone revenue” payment of $5.8 million from Novartis. Although still operating at a loss, Juno reported total cash and marketable securities of $1.1 billion, which it believes is sufficient to cover its current annual burn rate of $220 million to $250 million through 2020. The company also announced that Celgene has exercised its option to market Juno’s CD 19 cancer treatment program outside the U.S. and China (where Juno still retains sole distribution rights).

Lattice Semiconductor (NSDQ: LSCC) has been moving higher recently, following the news in April that China-based Tsinghua Unigroup took a 6% stake in the company and a better-than-expected first-quarter earnings report. GAAP revenue at the company were up 9% year-over-year to $96.5 million while the company’s net loss narrowed from 46 cents to 17 cents per share. Despite the improvement, we continue to rate Lattice, a maker of programmable semiconductors and related software, a hold for now.

Microvision (MVIS), the miniature-projection-display maker, reported on April 27 that its first-quarter 2016 revenue of $3.7 million rose 311% over revenue from the same quarter the year before when its revenue was $0.9 million. Earnings were down 7 cents in the quarter beating analysts’ estimates for an 8 cent loss. The company’s share price jumped over 17% from $1.84 to $2.16 on the news but returned to $1.96 for a gain of 6.5%. Microvision’s PicoP projection display technology enables small consumer devices like smartphones to display a 12-inch projection in a bright room or a 6-foot projection in a dark room. The company has a strong patent portfolio around its projection technology, and companies like Apple and Microsoft are using some of its patents. We’re eager to see how much Microvision’s portfolio of nearly 300 augmented reality patents will hike earnings.

Mobileye (MBLY), which makes high-resolution cameras, released quarterly results on May 5 that showed a jump in first-quarter revenue from $46 million in 2015 to $75 million this year. Profitability more than doubled compared with the same period last year, with GAAP net income increasing from 4 cents per share to 9 cents. Mobileye’s share price is about where it was after its initial public offering  nearly two years ago and after peaking above $64 last August. But now that the stock  has established a floor around $35, we feel comfortable owning it at current levels.

Nice Systems (NSDQ: NICE), which provides software systems that help fight financial crime, protect people and assets and manage customer experiences, has made a $940 million bid for U.S.-based inContact, a maker of cloud software for call centers. The deal makes solid strategic sense, creating the first fully integrated and complete cloud contact center. It will also propel Nice into new markets; the company currently focuses primarily on large financial firms, but once the deal closes Nice will also service midsize companies in other industries. The deal is expected to close by the end of the year, pending regulatory approvals, and begin adding to earnings in 2017.

NXP Semiconductor (NXPI), which makes the integrated circuitry that is the brains of an autonomous vehicle system, released first-quarter results on April 26 that included a 50% increase in revenue versus the same period in 2015. However, the company reported a decline in earnings per share due to costs associated with acquiring Freescale Semiconductor, coming in at $1.14 a share compared to $1.35 last year. The costs of the Freescale acquisition had already been factored into analysts’ expectations, so NXP’s share price bounced up 3% based on forward guidance provided by the company that included a 10% to 15% jump in earnings for the next quarter as a result of the merger. Given overall weakness in the semiconductor sector we don’t expect to see significant appreciation in NXP’s share price until the second half of this year.

Parker-Hannifin (PH) released quarterly earnings on April 26 that reflected total sales of $2.8 billion, of which revenue from its exoskeleton equipment is estimated at well under 1% of total sales (the company does not release sales figures for each product line within its medical systems division). At the moment Parker-Hannifin is primarily a play on global demand for industrial equipment, which continues to be weak, and should be viewed as a potential acquirer of a much smaller exoskeleton manufacturer such as ReWalk (market cap: $107 million) or Ekso Bionics (market cap: $91 million) if Parker-Hannifin believes the purchase would materially boost its income statement.

Paycom Software (NYSE: PAYC), a developer of human resources management software that primarily serves smaller companies, just approved a new $50 million stock repurchase program. The company has been rapidly growing revenue and earnings, most recently seeing sales up 63% in the first quarter with earnings per share shooting up 181%. We’re often skeptical of repurchase programs, and unfortunately, this time is no different. Despite the company’s rapid growth, it ended the first quarter with just $72 million worth of cash on the balance sheet while free cash flow in the quarter was just $22 million. At the same time, Paycom’s shares are only about $5 off their all-time high, so I’m worried that the buyback might be a bit ill-timed. Granted, like any other investor, companies rarely invest in themselves when things look bad. The authorization is good for two years, so hopefully Paycom is careful about its purchases. The move isn’t enough to change our opinion of the company, but we’ll be watching it closely.

 ReWalk Robotics (RWLK) on May 5 released its quarterly earnings report, which showed strong revenue growth in the last year. During the first quarter of this year the company generated $2.1 million in sales, compared to only $635,000 during the same period last year, and $1.3 million in the last quarter of 2015. That 60% jump in revenue over the prior period improved ReWalk’s gross margin to 23.9%, as its fixed costs remained about the same. However, of greater long-term significance was the announcement that the U.S. Department of Veterans Affairs (VA) bought 20 additional units of ReWalk’s bodysuit equipment for veterans who have suffered spinal cord injuries. Since the FDA approved exoskeleton equipment for medical use late last year, this type of treatment is gaining acceptance within the healthcare system at an accelerating rate.

Silicon Laboratories (NSDQ: SLAB) released an extremely positive first-quarter earnings report in April. A top maker of microcontrollers and sensors used to power “smart” devices, the company reported that revenue for the quarter came in at the high end of guidance at $162 million, while EPS also hit the high side at 51 cents. Revenue from its Internet-of-Things segment post impressive growth, rising 5.5% quarter-over-quarter to $70.9 million and revenue at its infrastructure segment was up 3.3% to a record $31.6 million. Cash flow from operations also shot up $18 million year-over-year to $42 million.

Zendesk (NYSE: ZEN) expects to bring in a respectable $300 million in revenue this year, but it isn’t content with that. The provider of customer service platforms that allow clients to track everything from recurring issues to overall satisfaction in almost-real time has said it plans to hit $1 billion in revenue by 2020. To help it achieve that goal, it has expanded its partnership with Microsoft Office 365.

ZIOPHARM Oncology (ZIOP) on May 10  released first-quarter results that included an operating loss of 9 cents per share that were skewed by a one-time charge-off of $67 million to settle a license agreement with the M.D. Anderson Cancer Center. Still, the company reported a closing cash position of $125 million, which it believes will be enough to cover its operating expenses through the end of next year. One week later the company announced favorable interim trial results for one of its gene therapy treatments for patients with brain cancer, which will be formally presented at the ASCO conference next week.