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electronics: Archive

Shaun Pruitt

4 Strong Buy AI Stocks to Consider Amid the Tech Selloff: CLS, DELL, TER & AXTI

The tech selloff is presenting compelling buying opportunities in these four Strong Buy stocks that are benefiting from booming demand for AI infrastructure and semiconductors.

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Zacks Equity Research

SITM Q3 Earnings Call Highlights AI Demand and Supply Constraints

SiTime's AI-driven growth, expanding optical networking opportunities and TPD integration fuel a strong outlook, even as wafer constraints loom through 2027.

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Zacks Equity Research

Qnity Q3 Earnings Call Highlights AI Demand and Higher Outlook

Qnity raises its 2026 outlook as AI demand, advanced packaging and semiconductor materials fuel growth, while margin gains and capacity expansion support its outlook.

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Supriyo Bose

Should You Add ANET Stock to Your Portfolio Post Solid Q3 Earnings?

ANET is poised for further upside as Q3 revenues surged 58.5% on robust AI networking demand and enterprise expansion.

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Zacks Equity Research

Trio-Tech Upgraded to Outperform on Backlog Growth & Strong Liquidity

TRT's upgrade to Outperform reflects growing backlog, automotive semiconductor expansion, stronger liquidity, improving cash flow and signs of IE recovery.

TRTNegative Net Change

Subhasish Mukherjee

3 Reasons to Hold Amkor Stock Despite Its High Premium P/E

AMKR's AI packaging growth, improving margins and customer commitments favor a hold, even as its premium valuation, cash outflows and spending raise questions.

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Supriyo Bose

SPCX Sinks 17.8% in a Month as Growth Meets Rising Spending Risks

SpaceX shares tumble 17.8% in a month despite surging revenues and profits, as massive capital spending and Starship execution risks cloud its growth outlook.

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Supriyo Bose

SANM Declines 25% in the Past Six Months: Should You Buy the Stock?

Sanmina's stock has lost 25% in six months, but its expanding AI infrastructure footprint, improving profitability and rising earnings estimates signal upside.

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Zacks Equity Research

Eaton Q3 Earnings Call Highlights Stronger 2027 Growth Outlook

Eaton CEO Paulo Ruiz raises 2026 growth guidance and projects stronger 2027 demand, with Boyd Thermal's expanding revenues and electrical backlog fueling optimism.

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Zacks Equity Research

FORM Q3 Earnings Call Highlights Capacity Expansion and AI Demand

FormFactor targets $400M in annual probe card capacity by 2027 as AI-driven chip testing demand, manufacturing improvements and photonics growth fuel expansion.

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