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electronics: Archive
4 Strong Buy AI Stocks to Consider Amid the Tech Selloff: CLS, DELL, TER & AXTI
by Shaun Pruitt
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.
DELLNegative Net Change CLSNegative Net Change TERNegative Net Change AXTINegative Net Change
artificial-intelligence computers earnings electronics investing semiconductor tech-stocks
SITM Q3 Earnings Call Highlights AI Demand and Supply Constraints
by Zacks Equity Research
SiTime's AI-driven growth, expanding optical networking opportunities and TPD integration fuel a strong outlook, even as wafer constraints loom through 2027.
SITMNegative Net Change
earnings electronics
Qnity Q3 Earnings Call Highlights AI Demand and Higher Outlook
by Zacks Equity Research
Qnity raises its 2026 outlook as AI demand, advanced packaging and semiconductor materials fuel growth, while margin gains and capacity expansion support its outlook.
QNegative Net Change
earnings electronics semiconductor
Should You Add ANET Stock to Your Portfolio Post Solid Q3 Earnings?
by Supriyo Bose
ANET is poised for further upside as Q3 revenues surged 58.5% on robust AI networking demand and enterprise expansion.
ANETNegative Net Change CSCONegative Net Change HPENegative Net Change
artificial-intelligence cloud-computing electronics iot software tech-stocks
Trio-Tech Upgraded to Outperform on Backlog Growth & Strong Liquidity
by Zacks Equity Research
TRT's upgrade to Outperform reflects growing backlog, automotive semiconductor expansion, stronger liquidity, improving cash flow and signs of IE recovery.
TRTNegative Net Change
artificial-intelligence electronics semiconductor tech-stocks
3 Reasons to Hold Amkor Stock Despite Its High Premium P/E
by Subhasish Mukherjee
AMKR's AI packaging growth, improving margins and customer commitments favor a hold, even as its premium valuation, cash outflows and spending raise questions.
AMKRNegative Net Change ENTGNegative Net Change SYNANegative Net Change ASXNegative Net Change
artificial-intelligence electronics semiconductor tech-stocks
SPCX Sinks 17.8% in a Month as Growth Meets Rising Spending Risks
by Supriyo Bose
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.
SPCXNegative Net Change ASTSNegative Net Change RKLBNegative Net Change
aerospace communications electronics mobile space tech-stocks telecom
SANM Declines 25% in the Past Six Months: Should You Buy the Stock?
by Supriyo Bose
Sanmina's stock has lost 25% in six months, but its expanding AI infrastructure footprint, improving profitability and rising earnings estimates signal upside.
SANMNegative Net Change AMDNegative Net Change JBLNegative Net Change CLSNegative Net Change
artificial-intelligence communications electronics iot semiconductor tech-stocks telecom
Eaton Q3 Earnings Call Highlights Stronger 2027 Growth Outlook
by Zacks Equity Research
Eaton CEO Paulo Ruiz raises 2026 growth guidance and projects stronger 2027 demand, with Boyd Thermal's expanding revenues and electrical backlog fueling optimism.
ETNNegative Net Change
earnings electronics
FORM Q3 Earnings Call Highlights Capacity Expansion and AI Demand
by Zacks Equity Research
FormFactor targets $400M in annual probe card capacity by 2027 as AI-driven chip testing demand, manufacturing improvements and photonics growth fuel expansion.
FORMNegative Net Change
earnings electronics semiconductor