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View the Zacks #1 Rank List
communications: Archive
Diodes Surges 148% in a Year: Reason to Buy the Stock Now?
by Supriyo Bose
DIOD shares rise 147.5% in a year as auto, industrial automation and AI data-center demand fuel a growing pipeline of design wins.
LSCCNegative Net Change DIODNegative Net Change ASXNegative Net Change
artificial-intelligence communications iot semiconductor tech-stocks
ASE Technology Rides on AI & Advanced Packaging Boom: Worth a Buy?
by Supriyo Bose
AI-driven demand is boosting ASX's advanced packaging, with leading-edge packaging/testing revenues expected to more than double.
LSCCNegative Net Change DIODNegative Net Change ASXNegative Net Change
artificial-intelligence communications iot semiconductor tech-stocks
Viasat Q4 Earnings Miss Estimates Despite Y/Y Revenue Increase
by Zacks Equity Research
VSAT's Q4 FY26 revenues and earnings miss estimates, even as broadband demand, defense growth and a bigger backlog lift results.
CLSPositive Net Change MPWRNegative Net Change VSATNegative Net Change SIMONegative Net Change
aerospace communications internet mobile tech-stocks
VIAV's NSE Business Remains Robust: Time to Stay Bullish?
by Aritra Chatterjee
Viavi's NSE revenues jumped 54.4% in fiscal Q3 as AI infrastructure demand, data center growth and Spirent assets fuel momentum into 2026.
TERNegative Net Change KEYSNegative Net Change VIAVPositive Net Change
communications tech-stocks
ANET Capitalizes on AI Infrastructure Spending: More Upside Ahead?
by Aritra Chatterjee
ANET is riding the AI infrastructure boom as hyperscalers expand networks, boosting growth, outlook and demand for next-gen Ethernet.
JBLPositive Net Change CLSPositive Net Change ANETPositive Net Change
communications tech-stocks
Everpure Q1 Earnings Beat on Strong AI-Led Storage Demand, Sales Jump Y/Y
by Zacks Equity Research
P beats Q1 FY27 estimates as AI infrastructure demand, enterprise wins and subscription growth fueled a 35% revenue surge.
WDCPositive Net Change STXNegative Net Change TDCPositive Net Change PPositive Net Change
artificial-intelligence business-services cloud-computing communications computers earnings saas tech-stocks
UMC Rides on Portfolio Strength: Reason to Bet on the Stock Now?
by Supriyo Bose
United Microelectronics rides on solid demand for 22nm/28nm and specialty tech to fuel long-term foundry growth.
DIODNegative Net Change UMCNegative Net Change ASXNegative Net Change
artificial-intelligence communications iot semiconductor tech-stocks
Lattice Semiconductor Soars 222% in a Year: Time to Buy the Stock?
by Supriyo Bose
LSCC is riding on AI server demand, richer FPGA content and rising ASPs, plus an AMI deal to boost software. Is the stock still worth buying?
LSCCNegative Net Change DIODNegative Net Change ASXNegative Net Change
artificial-intelligence communications iot semiconductor tech-stocks
Netflix's Ad Business Expansion Continues: More Upside Ahead?
by Subhasish Mukherjee
NFLX's ad business is gaining traction, with 2026 ad revenues projected near $3B as new formats, live events and ad-tech tools expand growth.
NFLXNegative Net Change DISNegative Net Change ROKUNegative Net Change
communications consumer-discretionary
MPWR Gains From AI Infrastructure Spending: Is the Rally Sustainable?
by Aritra Chatterjee
Monolithic Power rides booming AI infrastructure demand as record revenue growth in data centers and optical networking fuels investor optimism.
INTCNegative Net Change CLSPositive Net Change MPWRNegative Net Change
artificial-intelligence communications semiconductor tech-stocks