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electronics: Archive

Debanjana Dey

Geospace Plunges Nearly 42% in 3 Months: How to Play the Stock?

GEOS is facing weak demand, PRM timing uncertainty and cash flow pressure, but security programs, cost cuts and seismic opportunities offer growth potential.

GEOSPositive Net Change AEHRNegative Net Change TRTNegative Net Change

Zacks Equity Research

AVGO Q3 Earnings Call Puts AI Supply and Scale in Focus

Broadcom maps AI semiconductor revenues to $115B in fiscal 2027 and $230B in 2028, with supply and data center readiness setting the deployment pace.

AVGONegative Net Change

Debanjana Dey

Trio-Tech Stock Jumps Nearly 122% in 6 Months: What's Behind the Rally?

TRT's AI- and EV-driven testing momentum, follow-on BIB orders and added Malaysia capacity support growth, while a weaker revenue mix pressures margins.

TRTNegative Net Change INTTPositive Net Change GEOSPositive Net Change

Debanjana Dey

Acorn vs. Powerfleet: Which IoT Stock Is the Smarter Buy Right Now?

ACFN and AIOT ride on different IoT growth drivers, but which stock looks more compelling now? Let's dive in.

ACFNNegative Net Change AIOTPositive Net Change

Subham Roy

AVT Jumps 37.8% in 6 Months: Should You Buy, Sell or Hold the Stock?

Avnet's 37.8% six-month rally comes as AI demand, broad-based growth and stronger margins fuel its fiscal 2027 outlook.

AVTPositive Net Change ARWPositive Net Change SNXPositive Net Change CDWPositive Net Change

Bryan Hayes

Dell Reports Tuesday With Our Model Flashing Green

Dell reports quarterly results this evening, and virtually every indicator we track is pointed in the same direction.

DELLPositive Net Change

Rajshree Sipani

AEHR vs. COHU: Which Semiconductor Equipment Stock Is The Better Buy?

Aehr's record backlog, AI-driven orders and strong fiscal 2027 outlook give it an edge over Cohu despite a higher valuation.

COHUPositive Net Change AEHRNegative Net Change

Zacks Equity Research

Marvell Q2 Earnings Call Highlights Faster AI Data Center Growth

Marvell raises fiscal 2027 revenue outlook to about $12B as AI data center growth accelerates across interconnect, switching and custom silicon.

MRVLPositive Net Change

Subhasish Mukherjee

TTMI vs. AMKR: Which Semiconductor Stock Should You Buy Now?

TTM Technologies' stronger AI-driven growth and earnings outlook make it more attractive than Amkor Technology despite its premium valuation.

TTMINegative Net Change AMKRNegative Net Change

Shaun Pruitt

Is Marvell (MRVL) Stock Poised for Another AI-Fueled Rally as Q2 Earnings Approach?

Outside of Nvidia, Marvell Technology will provide the semiconductor market's most closely watched earnings report this week on Thursday, August 27.

MRVLPositive Net Change AMZNPositive Net Change AMDNegative Net Change MSFTPositive Net Change NVDAPositive Net Change AVGONegative Net Change GOOGLPositive Net Change ALABPositive Net Change