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The Zacks Analyst Blog Highlights NVIDIA, Super Micro Computer, Semtech, SiTime and Keysight Technologies
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For Immediate Release
Chicago, IL – September 2, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NVIDIA Corp. (NVDA - Free Report) , Super Micro Computer Inc. (SMCI - Free Report) , Semtech Corp. (SMTC - Free Report) , SiTime Corp. (SITM - Free Report) and Keysight Technologies Inc. (KEYS - Free Report) .
Here are highlights from Tuesday’s Analyst Blog:
Buy 5 AI-Powered Momentum Stocks for September After a Strong August
U.S. stock markets ended on a positive note in August after posting mixed June and July. The Dow was up more than 1%, marking its fifth consecutive monthly winning streak. The S&P 500 and the Nasdaq Composite advanced 2.6% and 3.9%, respectively.
Both the S&P 500 and the Nasdaq Composite posted their first monthly advance since May. Moreover, the Dow and the S&P 500 recorded their new all-time highs both on an intraday and closing basis, early last month.
The strong performance was primarily driven by a rejuvenated artificial intelligence (AI) trade. Consequently, we have narrowed our search to five AI-powered bigwigs with a favorable Zacks Rank that are expected to maintain their momentum in September, too.
The stocks are:NVIDIA Corp., Super Micro Computer Inc., Semtech Corp., SiTime Corp. and Keysight Technologies Inc.. Each of the stocks currently sports a Zacks Rank #1 (Strong Buy) and has a Zacks Momentum Score of A. You can see the complete list of today's Zacks #1 Rank stocks here.
NVIDIA Corp.
NVIDIA continues to benefit from broad demand for accelerated computing as customers build AI factories across hyperscalers, AI clouds, enterprises and sovereign buyers. Blackwell Ultra is supporting growth while Vera Rubin broadens the platform across GPUs, CPUs, networking and software.
NVDA's Data Center revenues reached $89 billion in the second quarter of fiscal 2027, up 117% year over year and 18% sequentially. Hyperscale revenues totaled $48.7 billion, up 102% year over year, while ACIE revenues amounted to $40.3 billion, up 138%, showing growth across large clouds and AI clouds, enterprises and sovereign buyers.
Networking also reached another record quarter, with revenues rising 18% sequentially and Spectrum-X Ethernet revenues growing 2.6 times year over year. NVDA expects NeoCloud partners to exit fiscal 2027 with eight gigawatts of installed capacity versus about three gigawatts at the end of 2025.
NVDA's product cadence remains a key differentiator as customers focus on token economics, throughput and power efficiency. Vera Rubin entered production shipments in August 2026 after NVIDIA received purchase orders from every major hyperscaler, AI cloud and system OEM.
The company noted that Rubin delivers 30 times higher throughput per megawatt and 35 times lower token cost than Grace Blackwell Ultra, while raising NVIDIA's revenue opportunity per gigawatt to about $40 billion from $25 billion with Blackwell.
The platform now spans Vera CPU, Rubin GPU, NVLink, InfiniBand or Ethernet and Groq LPU. Vera CPU is also in full production, and management preliminarily expects CPU revenues to more than double in fiscal 2028. This cadence can extend upgrade cycles as customers plan successive generations of AI factories.
NVIDIA has an expected revenue and earnings growth rate of 85.4% and 93.3%, respectively, for the current year (ending January 2027). The Zacks Consensus Estimate for the current year's earnings has improved 3.4% in the last seven days.
Super Micro Computer Inc.
Super Micro Computer remains positioned to benefit from expanding AI infrastructure demand, supported by rapid adoption of new GPU platforms, its modular Building Block architecture, liquid-cooling expertise and a broader DCBBS offering.
SMCI's record fiscal 2026 revenue and a large order pipeline support management's fiscal 2027 sales outlook. A richer enterprise mix and more software and service content could also support profitability over time.
SMCI continues to emphasize early availability of new AI systems as a competitive advantage. In fourth-quarter fiscal 2026, the company was shipping volume products across NVIDIA's GB300 NVL72, HGX B300, B200 NVL4 and RTX 6000 Pro lines. SMCI is also preparing systems based on NVIDIA Vera Rubin and Vera CPU platforms.
With Advanced Micro Devices, SMCI launched the Helios product line and MI450 Total Solution while continuing to support MI350 and MI355X systems. Intel Xeon 6+ platforms are shipping in volume, and the company is developing systems for Arm-based AGI processors.
Super Micro Computer has an expected revenue and earnings growth rate of 71.8% and 22%, respectively, for the current year (ending June 2027). The Zacks Consensus Estimate for the current year's earnings has improved 30.3% in the last 30 days.
Semtech Corp.
Semtech is benefiting from rising AI data center networking demand as 800G remains active and 1.6T FiberEdge and CopperEdge ramps broaden its content opportunity. LoRa is extending across industrial, smart-home and mass-market consumer applications, while premium-device protection and sensing add another growth avenue.
Portfolio optimization and photonics expansion should support a higher-margin mix, and cash generation is funding capacity and product investment. SMTC's data center business is scaling as 800G demand is complemented by 1.6T FiberEdge and CopperEdge ramps.
In second-quarter fiscal 2027, data center net sales reached a record $100 million, up 39% sequentially and 91% year over year. FiberEdge TIA and driver solutions are designed into every major module provider in the company's target markets, with some sole-source positions.
SMTC expects 1.6T FiberEdge market share to exceed 50% by fiscal 2027-end, while CopperEdge is already capturing the majority of the linear equalizer market. For third-quarter fiscal 2027, management projects data center sales growth of 45% sequentially and 160% year over year, with momentum expected to continue through fiscal 2028.
Semtech has an expected revenue and earnings growth rate of 41.5% and 94.7%, respectively, for the current year (ending January 2027). The Zacks Consensus Estimate for the current year's earnings has improved 25.2% in the last seven days.
SiTime Corp.
SiTime is benefiting from sustained demand for precision timing across AI infrastructure, where higher bandwidth, synchronization needs and rising timing density are expanding content per system.
The Renesas timing acquisition broadens SITM's clock portfolio, customer reach and exposure to data center and industrial markets, while product mix and manufacturing absorption are supporting higher profitability.
The combined platform also expands SITM's addressable opportunity across integrated timing, automotive, defense and personal AI devices. Improving visibility, expanding design opportunities and operating leverage support SITM's long-term growth prospects.
SiTime has an expected revenue and earnings growth rate of more than 100% each, for the current year. The Zacks Consensus Estimate for the current year's earnings has improved 38.9% in the last 30 days.
Keysight Technologies Inc.
Keysight Technologies is benefiting from growing customer investments in advanced node, memory and silicon photonics. KEYS has secured wafer test solution wins supporting silicon photonics and advanced node programs across Asia, the United States and Europe.
KEYS continues to convert growth into cash, which supports product investment, acquisitions and shareholder returns. An expanding software and services mix, recurring revenue streams and leadership in 5G, 6G and network technologies strengthen KEYS' competitive position.
Focus on product diversification and expansion into aerospace, defense and the automotive market is a positive. KEYS is benefiting from customer investments in advanced node, memory and silicon photonics, while expanding software and services.
KEYS cited key wafer test solution wins supporting silicon photonics and advanced node programs across Asia, the United States and Europe, and said lithography-related solutions grew during the second quarter of fiscal 2026.
Keysight Technologies has an expected revenue and earnings growth rate of 32.2% and 56.8%, respectively, for the current year (ending October 2026). The Zacks Consensus Estimate for the current year's earnings has improved 9% in the last 30 days.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
View the Zacks #1 Rank List
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The Zacks Analyst Blog Highlights NVIDIA, Super Micro Computer, Semtech, SiTime and Keysight Technologies
For Immediate Release
Chicago, IL – September 2, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NVIDIA Corp. (NVDA - Free Report) , Super Micro Computer Inc. (SMCI - Free Report) , Semtech Corp. (SMTC - Free Report) , SiTime Corp. (SITM - Free Report) and Keysight Technologies Inc. (KEYS - Free Report) .
Here are highlights from Tuesday’s Analyst Blog:
Buy 5 AI-Powered Momentum Stocks for September After a Strong August
U.S. stock markets ended on a positive note in August after posting mixed June and July. The Dow was up more than 1%, marking its fifth consecutive monthly winning streak. The S&P 500 and the Nasdaq Composite advanced 2.6% and 3.9%, respectively.
Both the S&P 500 and the Nasdaq Composite posted their first monthly advance since May. Moreover, the Dow and the S&P 500 recorded their new all-time highs both on an intraday and closing basis, early last month.
The strong performance was primarily driven by a rejuvenated artificial intelligence (AI) trade. Consequently, we have narrowed our search to five AI-powered bigwigs with a favorable Zacks Rank that are expected to maintain their momentum in September, too.
The stocks are:NVIDIA Corp., Super Micro Computer Inc., Semtech Corp., SiTime Corp. and Keysight Technologies Inc.. Each of the stocks currently sports a Zacks Rank #1 (Strong Buy) and has a Zacks Momentum Score of A. You can see the complete list of today's Zacks #1 Rank stocks here.
NVIDIA Corp.
NVIDIA continues to benefit from broad demand for accelerated computing as customers build AI factories across hyperscalers, AI clouds, enterprises and sovereign buyers. Blackwell Ultra is supporting growth while Vera Rubin broadens the platform across GPUs, CPUs, networking and software.
NVDA's Data Center revenues reached $89 billion in the second quarter of fiscal 2027, up 117% year over year and 18% sequentially. Hyperscale revenues totaled $48.7 billion, up 102% year over year, while ACIE revenues amounted to $40.3 billion, up 138%, showing growth across large clouds and AI clouds, enterprises and sovereign buyers.
Networking also reached another record quarter, with revenues rising 18% sequentially and Spectrum-X Ethernet revenues growing 2.6 times year over year. NVDA expects NeoCloud partners to exit fiscal 2027 with eight gigawatts of installed capacity versus about three gigawatts at the end of 2025.
NVDA's product cadence remains a key differentiator as customers focus on token economics, throughput and power efficiency. Vera Rubin entered production shipments in August 2026 after NVIDIA received purchase orders from every major hyperscaler, AI cloud and system OEM.
The company noted that Rubin delivers 30 times higher throughput per megawatt and 35 times lower token cost than Grace Blackwell Ultra, while raising NVIDIA's revenue opportunity per gigawatt to about $40 billion from $25 billion with Blackwell.
The platform now spans Vera CPU, Rubin GPU, NVLink, InfiniBand or Ethernet and Groq LPU. Vera CPU is also in full production, and management preliminarily expects CPU revenues to more than double in fiscal 2028. This cadence can extend upgrade cycles as customers plan successive generations of AI factories.
NVIDIA has an expected revenue and earnings growth rate of 85.4% and 93.3%, respectively, for the current year (ending January 2027). The Zacks Consensus Estimate for the current year's earnings has improved 3.4% in the last seven days.
Super Micro Computer Inc.
Super Micro Computer remains positioned to benefit from expanding AI infrastructure demand, supported by rapid adoption of new GPU platforms, its modular Building Block architecture, liquid-cooling expertise and a broader DCBBS offering.
SMCI's record fiscal 2026 revenue and a large order pipeline support management's fiscal 2027 sales outlook. A richer enterprise mix and more software and service content could also support profitability over time.
SMCI continues to emphasize early availability of new AI systems as a competitive advantage. In fourth-quarter fiscal 2026, the company was shipping volume products across NVIDIA's GB300 NVL72, HGX B300, B200 NVL4 and RTX 6000 Pro lines. SMCI is also preparing systems based on NVIDIA Vera Rubin and Vera CPU platforms.
With Advanced Micro Devices, SMCI launched the Helios product line and MI450 Total Solution while continuing to support MI350 and MI355X systems. Intel Xeon 6+ platforms are shipping in volume, and the company is developing systems for Arm-based AGI processors.
Super Micro Computer has an expected revenue and earnings growth rate of 71.8% and 22%, respectively, for the current year (ending June 2027). The Zacks Consensus Estimate for the current year's earnings has improved 30.3% in the last 30 days.
Semtech Corp.
Semtech is benefiting from rising AI data center networking demand as 800G remains active and 1.6T FiberEdge and CopperEdge ramps broaden its content opportunity. LoRa is extending across industrial, smart-home and mass-market consumer applications, while premium-device protection and sensing add another growth avenue.
Portfolio optimization and photonics expansion should support a higher-margin mix, and cash generation is funding capacity and product investment. SMTC's data center business is scaling as 800G demand is complemented by 1.6T FiberEdge and CopperEdge ramps.
In second-quarter fiscal 2027, data center net sales reached a record $100 million, up 39% sequentially and 91% year over year. FiberEdge TIA and driver solutions are designed into every major module provider in the company's target markets, with some sole-source positions.
SMTC expects 1.6T FiberEdge market share to exceed 50% by fiscal 2027-end, while CopperEdge is already capturing the majority of the linear equalizer market. For third-quarter fiscal 2027, management projects data center sales growth of 45% sequentially and 160% year over year, with momentum expected to continue through fiscal 2028.
Semtech has an expected revenue and earnings growth rate of 41.5% and 94.7%, respectively, for the current year (ending January 2027). The Zacks Consensus Estimate for the current year's earnings has improved 25.2% in the last seven days.
SiTime Corp.
SiTime is benefiting from sustained demand for precision timing across AI infrastructure, where higher bandwidth, synchronization needs and rising timing density are expanding content per system.
The Renesas timing acquisition broadens SITM's clock portfolio, customer reach and exposure to data center and industrial markets, while product mix and manufacturing absorption are supporting higher profitability.
The combined platform also expands SITM's addressable opportunity across integrated timing, automotive, defense and personal AI devices. Improving visibility, expanding design opportunities and operating leverage support SITM's long-term growth prospects.
SiTime has an expected revenue and earnings growth rate of more than 100% each, for the current year. The Zacks Consensus Estimate for the current year's earnings has improved 38.9% in the last 30 days.
Keysight Technologies Inc.
Keysight Technologies is benefiting from growing customer investments in advanced node, memory and silicon photonics. KEYS has secured wafer test solution wins supporting silicon photonics and advanced node programs across Asia, the United States and Europe.
KEYS continues to convert growth into cash, which supports product investment, acquisitions and shareholder returns. An expanding software and services mix, recurring revenue streams and leadership in 5G, 6G and network technologies strengthen KEYS' competitive position.
Focus on product diversification and expansion into aerospace, defense and the automotive market is a positive. KEYS is benefiting from customer investments in advanced node, memory and silicon photonics, while expanding software and services.
KEYS cited key wafer test solution wins supporting silicon photonics and advanced node programs across Asia, the United States and Europe, and said lithography-related solutions grew during the second quarter of fiscal 2026.
Keysight Technologies has an expected revenue and earnings growth rate of 32.2% and 56.8%, respectively, for the current year (ending October 2026). The Zacks Consensus Estimate for the current year's earnings has improved 9% in the last 30 days.
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Get all the details here >>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.