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View the Zacks #1 Rank List
electronics: Archive
OUST Q2 Earnings Call Focuses on Rev8 Ramp and Robotics Demand
by Zacks Equity Research
Ouster's Q2 call centers on the Rev8 production ramp, BlueCity expansion and rising robotics demand as full-year revenue expectations remain unchanged.
OUSTNegative Net Change
earnings electronics
LASR Q2 Earnings Call Focuses on Defense & Supply Constraints
by Zacks Equity Research
nLIGHT's Q2 results highlight record defense revenues and rising laser demand, while China-linked supply delays cloud Q3 shipments.
LASRNegative Net Change
earnings electronics
Arrow Q2 Earnings Call Signals More Runway in Components
by Zacks Equity Research
ARW sees more runway in Components as demand broadens in Q2, book-to-bill stays above 1 and backlog stretches into the first half of 2027.
ARWNegative Net Change
earnings electronics tech-stocks
MKSI Q2 Earnings Call Highlights AI-Driven Capacity Ramp
by Zacks Equity Research
MKS is ramping semiconductor and packaging capacity as AI-driven demand boosts visibility into 2027 despite near-term margin pressure.
MKSIPositive Net Change
earnings electronics
Flex Down 14% in 3 Months: Should You Buy, Hold or Offload?
by Shivangi Deora
FLEX's AI-driven growth, strong CPI performance and attractive valuation offer long-term promise, despite margin pressure and spin-off costs.
CSCOPositive Net Change JBLNegative Net Change FLEXNegative Net Change SANMNegative Net Change
computers electronics tech-stocks
AAOI Q2 Earnings Call Focuses on Capacity-Led 800G Ramp
by Zacks Equity Research
Applied Optoelectronics is ramping up 800G and 1.6T capacity as demand outstrips supply, while Q3 growth faces component limits and a 100G setback.
AAOIPositive Net Change
earnings electronics semiconductor
SITM Q2 Earnings Call Points to AI Growth and TPD Upside
by Zacks Equity Research
SiTime sees AI infrastructure and TPD fueling a sharp Q3 revenue step-up as rising timing content and longer orders improve visibility into 2027.
SITMPositive Net Change
earnings electronics
SMR Q2 Earnings Call Focuses on TVA and Deployment Readiness
by Zacks Equity Research
NuScale highlights TVA talks and near-term deployment readiness, backed by approved designs, available fuel, suppliers and $1.9 billion in liquidity.
SMRPositive Net Change
earnings electronics
KLIC Q2 Earnings Call Highlights TCB Capacity Expansion
by Zacks Equity Research
KLIC accelerates TCB expansion as demand rebounds, targeting over $100 million in fiscal 2026 revenue and $400 million in annual system capacity.
KLICPositive Net Change
earnings electronics
Lattice Q2 Earnings Call Highlights AI Growth and AMI Expansion
by Zacks Equity Research
LSCC beats Q2 estimates as AI infrastructure demand, industrial recovery and AMI fuel growth, with backlog extending through 2027.
LSCCPositive Net Change
earnings electronics semiconductor