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View the Zacks #1 Rank List
communications: Archive
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.
WDCNegative Net Change STXNegative Net Change TDCNegative Net Change PNegative 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.
NFLXPositive Net Change DISPositive 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 CLSNegative Net Change MPWRNegative Net Change
artificial-intelligence communications semiconductor tech-stocks
Zacks Industry Outlook Highlights Bandwidth and Anterix
by Zacks Equity Research
Bandwidth and Anterix are positioned to benefit from rising 5G deployment, fiber expansion and growing IoT demand.
BANDNegative Net Change ATEXNegative Net Change
communications
KEYS Rides on Strength in the CSG Segment: More Upside Ahead?
by Aritra Chatterjee
Keysight is riding the AI data center and defense demand as CSG revenue jumps 35% and margins expand on next-gen testing growth.
TERNegative Net Change KEYSNegative Net Change VIAVNegative Net Change
artificial-intelligence communications tech-stocks
Can Ericsson's 5G Innovation Network in Canada Drive Future Growth?
by Zacks Equity Research
ERIC and the Canadian Government unveil AWIN, a secure 5G testbed to strengthen defense, public safety and emergency response nationwide.
ERICNegative Net Change NOKNegative Net Change CSCONegative Net Change
artificial-intelligence communications internet iot tech-stocks
JBL Gains From Strength in Intelligent Infrastructure: Will it Last?
by Aritra Chatterjee
JBL's Intelligent Infrastructure revenues jumps 52% on AI-data center demand, but rivals Flex and Celestica are scaling fast too.
JBLNegative Net Change FLEXNegative Net Change CLSNegative Net Change
artificial-intelligence communications tech-stocks
2 Communication Stocks Set to Ride on Solid Industry Growth Trends
by Supriyo Bose
The infrastructure upgrade for digital transformation, fiber densification and 5G rollout should help the Zacks Communication - Infrastructure industry thrive despite short-term headwinds. BAND and ATEX are likely to benefit from the continued transition to cloud networks.
BANDNegative Net Change ATEXNegative Net Change
artificial-intelligence communications iot mobile tech-stocks