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View the Zacks #1 Rank List
electronics: Archive
Marvell Q2 Earnings Call Highlights Faster AI Data Center Growth
by Zacks Equity Research
Marvell raises fiscal 2027 revenue outlook to about $12B as AI data center growth accelerates across interconnect, switching and custom silicon.
MRVLNegative Net Change
earnings electronics semiconductor
TTMI vs. AMKR: Which Semiconductor Stock Should You Buy Now?
by Subhasish Mukherjee
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
electronics semiconductor tech-stocks
Is Marvell (MRVL) Stock Poised for Another AI-Fueled Rally as Q2 Earnings Approach?
by Shaun Pruitt
Outside of Nvidia, Marvell Technology will provide the semiconductor market's most closely watched earnings report this week on Thursday, August 27.
MRVLNegative Net Change AMZNPositive Net Change AMDNegative Net Change MSFTPositive Net Change NVDANegative Net Change AVGONegative Net Change GOOGLPositive Net Change ALABNegative Net Change
artificial-intelligence datacenter earnings electronics investing large-cap semiconductor tech-stocks
Bull of the Day: Ceva (CEVA)
by Kevin Cook
Brains of the semis that deliver connectivity, sensing, and edge inference is on a "royal" path to profits
CEVANegative Net Change NVDANegative Net Change NXPINegative Net Change AMBANegative Net Change OUSTNegative Net Change
artificial-intelligence autonomous-vehicles electronics robotics self-driving-cars semiconductor
KEYS Q3 Earnings Call Spotlights AI Demand and Supply Limits
by Zacks Equity Research
Keysight sees AI infrastructure demand accelerating into fiscal 2027, but warns supply constraints will govern how quickly its growing order pipeline becomes revenue.
KEYSNegative Net Change
earnings electronics
Flex vs. Celestica: Which AI Infrastructure Stock is the Better Buy?
by Shivangi Deora
FLEX and CLS both ride AI infrastructure demand, but their growth drivers, outlooks and valuations reveal different investment cases.
FLEXNegative Net Change CLSNegative Net Change
electronics tech-stocks
ONTO's $720 Million Rigaku Stake Opens a Major New X-Ray Growth Avenue
by Shreya Majumder
ONTO's $720M Rigaku stake adds X-ray process control to its portfolio, targeting a roughly $1B market as chip structures grow more complex.
ONTONegative Net Change KLACNegative Net Change NVMINegative Net Change
artificial-intelligence earnings-report electronics emerging-markets semiconductor tech-stocks
FN Q4 Earnings Call Highlights Data Center Growth and Capacity
by Zacks Equity Research
Fabrinet sees data center demand, new transceiver ramp-up and added capacity supporting another strong growth year, with visibility into fiscal 2027 and beyond.
FNNegative Net Change
earnings electronics
Can Cirrus Logic's Strong Q1 Offset Cautious Q2 Revenue Guidance?
by Shreya Majumder
CRUS' record Q1 and HPMS growth support its product story, but weaker Q2 outlook, higher spending and PC delays temper the near-term setup.
CRUSNegative Net Change ADINegative Net Change TXNNegative Net Change
consumer-discretionary earnings-report earnings-trend electronics guidance revenue tech-stocks
Is CRUS Worth Buying as Low Valuation Meets Slower Earnings Growth?
by Shreya Majumder
Cirrus Logic's low valuation and strong smartphone execution offer support, but weaker earnings expectations and customer concentration favor patience.
CRUSNegative Net Change ADINegative Net Change TXNNegative Net Change
consumer-discretionary earnings-beat earnings-report electronics semiconductor tech-stocks valuation