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computers: Archive

Zacks Equity Research

SYPR Downgraded to Underperform on Margin Pressure, Liquidity Concerns

Sypris' rating downgrade reflects deteriorating profitability, revenue declines, operational inefficiencies and ongoing liquidity pressures that could weigh on near-term performance.

SYPRNegative Net Change

Kaibalya Pravo Dey

Amphenol Looks Pricey at 30X P/E, Yet Nearly Priceless: Buy or Wait?

APH trades near 30X earnings, but AI demand, record orders and rising estimates continue to support its premium valuation.

APHNegative Net Change BDCNegative Net Change TELNegative Net Change

Mrithunjoy Kaushik

KLAC Stock Hits 52-Week High, Up 46% in 3 Months: Buy, Hold or Sell?

KLA trades near a 52-week high after a 45% rally, supported by strong execution, advanced packaging growth and rising process-control demand.

KLACNegative Net Change MKSINegative Net Change TERNegative Net Change

Natasha Sharma

Will GaNEXUS Accelerate ON's AI Data Center Growth Story?

On Semiconductor's new GaNEXUS GaN power portfolio targets AI data centers, promising faster switching, higher density and a $1.5B+ design funnel.

TXNNegative Net Change STMNegative Net Change ONNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Intel, CrowdStrike, Honeywell International , Capstone Energy+ and Lulu's Fashion Lounge

Intel, CrowdStrike and Honeywell headline Zacks research as product expansion, AI initiatives and aviation demand shape outlooks.

INTCNegative Net Change HONNegative Net Change CRWDPositive Net Change LVLUNegative Net Change CGEHNegative Net Change

Om Jaiswal

Is Prisma AIRS Becoming Palo Alto Networks' Fastest Growth Engine?

Palo Alto Networks is seeing rapid adoption of Prisma AIRS, with customer growth and larger AI security deals boosting its revenue potential.

SNegative Net Change PANWPositive Net Change CRWDPositive Net Change

Shreya Majumder

ONTO Stock Grows 174% in a Year: Does it Have More Room to Run?

ONTO surged 174% in a year as AI, advanced packaging and chipmaking demand grew. Can revenue above $1.3B in 2026 keep the rally going?

KLACNegative Net Change CAMTNegative Net Change NVMINegative Net Change ONTONegative Net Change

Om Jaiswal

Can Rising Falcon Flex Adoption Accelerate CrowdStrike's ARR Growth?

CRWD's Falcon Flex subscription model is driving ARR expansion, helping customers adopt more products and boosting recurring revenue growth.

SNegative Net Change PANWPositive Net Change CRWDPositive Net Change

Shreya Majumder

STX Stock Tops Industry Returns in 3 Months: A Smart Investment Now?

Seagate has surged 119% in three months as AI-driven storage demand boosts growth, margins and earnings outlook, but valuation risks remain.

IBMNegative Net Change WDCNegative Net Change STXNegative Net Change PNegative Net Change

Anirudha Bhagat

Salesforce Trades Near 52-Week Low: Time to Hold the Stock or Exit?

CRM trades near a 52-week low after a 33.8% YTD slide. Agentforce ARR soars, growth re-accelerates, and valuation looks cheap.

MSFTNegative Net Change CRMNegative Net Change SAPNegative Net Change NOWNegative Net Change