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electronics: Archive

Zacks Equity Research

LRCX Q1 Earnings Call Highlights $200B-Plus WFE Outlook for 2027

Lam Research sees wafer fabrication equipment spending topping $200 billion in 2027, fueled by AI demand, memory upgrades and advanced semiconductor manufacturing.

LRCXNegative Net Change

Debanjana Dey

NSYS vs. KE: Which Electronics Manufacturing Stock Is the Better Buy?

Nortech and Kimball Electronics offer distinct growth opportunities in electronics manufacturing, but which stock is better positioned for long-term shareholder value? Let's dive in.

KENegative Net Change NSYSNegative Net Change

Zacks Equity Research

VICR Q3 Earnings Call Highlights AI Demand & Capacity Expansion

Vicor targets AI-driven growth with expanded manufacturing capacity, strong VPD demand and rising licensing revenues, while outlining its fourth-quarter outlook.

VICRNegative Net Change

Zacks Equity Research

Zacks Initiates Coverage of Nortech With Neutral Recommendation

Discover why Zacks rates Nortech as "Neutral", being the first on Wall Street to initiate coverage on the stock. Explore NSYS' improving profitability and stronger medical-market demand amid persistent cash outflows and customer concentration risks.

NSYSNegative Net Change

Zacks Equity Research

Samsung Appears to Be a Good Bet Ahead of Q3: ETFs in Focus

Samsung forecasts a surge in Q3 profits, highlighting the AI-driven memory-chip boom, putting memory, South Korean equity and semiconductor ETFs in focus.

SOXXNegative Net Change EWYNegative Net Change DRAMNegative Net Change MUNegative Net Change SKHYNegative Net Change

Supriyo Bose

Should You Trade ASML Stock With Caution Despite Q3 Earnings Beat?

ASML's Q3 earnings beat and AI-driven demand signal growth, but revenue misses, capacity constraints and rising costs raise concerns about the stock's outlook.

ASMLNegative Net Change SIMONegative Net Change AEISNegative Net Change

Shreya Majumder

Onto Innovation vs. PDF Solutions: Which Chip Stock is the Better Buy?

ONTO's AI-driven packaging demand, record revenue and rising estimates give it an edge over PDFS, whose bookings and analytics business are gaining momentum.

ONTONegative Net Change PDFSNegative Net Change

Supriyo Bose

IBM Stock Before Q3 Earnings Release: To Buy or Not to Buy?

IBM faces a crucial Q3 earnings test as AI and hybrid cloud growth opportunities clash with mounting competition, margin pressures and premium valuation.

IBMPositive Net Change AMZNNegative Net Change MSFTNegative Net Change ARMNegative Net Change

Zacks Equity Research

Implied Volatility Surging for Aehr Stock Options

Investors need to pay close attention to AEHR stock based on the movements in the options market lately.

AEHRNegative Net Change

Supriyo Bose

Celestica vs. SpaceX: Which Aerospace Stock is the Better Buy Now?

SPCX outpaces CLS in stock performance and earnings estimate revisions, but Celestica offers a cheaper valuation.

CLSNegative Net Change SPCXNegative Net Change SANMNegative Net Change