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View the Zacks #1 Rank List
electronics: Archive
Flex Down 14% in 3 Months: Should You Buy, Hold or Offload?
by Shivangi Deora
FLEX's AI-driven growth, strong CPI performance and attractive valuation offer long-term promise, despite margin pressure and spin-off costs.
CSCONegative Net Change JBLPositive Net Change FLEXPositive Net Change SANMPositive Net Change
computers electronics tech-stocks
AAOI Q2 Earnings Call Focuses on Capacity-Led 800G Ramp
by Zacks Equity Research
Applied Optoelectronics is ramping up 800G and 1.6T capacity as demand outstrips supply, while Q3 growth faces component limits and a 100G setback.
AAOIPositive Net Change
earnings electronics semiconductor
SITM Q2 Earnings Call Points to AI Growth and TPD Upside
by Zacks Equity Research
SiTime sees AI infrastructure and TPD fueling a sharp Q3 revenue step-up as rising timing content and longer orders improve visibility into 2027.
SITMNegative Net Change
earnings electronics
SMR Q2 Earnings Call Focuses on TVA and Deployment Readiness
by Zacks Equity Research
NuScale highlights TVA talks and near-term deployment readiness, backed by approved designs, available fuel, suppliers and $1.9 billion in liquidity.
SMRPositive Net Change
earnings electronics
KLIC Q2 Earnings Call Highlights TCB Capacity Expansion
by Zacks Equity Research
KLIC accelerates TCB expansion as demand rebounds, targeting over $100 million in fiscal 2026 revenue and $400 million in annual system capacity.
KLICPositive Net Change
earnings electronics
Lattice Q2 Earnings Call Highlights AI Growth and AMI Expansion
by Zacks Equity Research
LSCC beats Q2 estimates as AI infrastructure demand, industrial recovery and AMI fuel growth, with backlog extending through 2027.
LSCCNegative Net Change
earnings electronics semiconductor
Sony's TSMC Sensor Venture Could Reshape Its Imaging Growth Story
by Shreya Majumder
Sony's planned sensor venture could sharpen its technology and scale, but earthquake exposure, setup costs and smartphone weakness threaten durable returns.
SONYNegative Net Change STMPositive Net Change TSMPositive Net Change
consumer-discretionary earnings-report electronics gaming semiconductor tech-stocks
Entegris Q2 Earnings Call Highlights AI Demand and Capacity Expansion
by Zacks Equity Research
ENTG beats Q2 estimates as AI-driven chip demand lifts unit and CapEx sales, while capacity and margin gains support a higher 2026 outlook.
ENTGPositive Net Change
earnings electronics semiconductor
Jabil Surges 31.6% in Past Six Months: Reason to Buy the Stock Now?
by Supriyo Bose
JBL's 31.6% six-month surge, AI momentum, diversified operations and rising earnings estimates point to further stock appreciation.
JBLPositive Net Change FLEXPositive Net Change CLSNegative Net Change
artificial-intelligence communications electronics iot tech-stocks
Fortive Raises 2026 Outlook as Core Growth and Cash Flow Accelerate
by Shivangi Deora
Fortive raises its 2026 earnings outlook as broad organic growth, margin expansion and stronger cash flow support second-half momentum.
STENegative Net Change KEYSPositive Net Change FTVNegative Net Change
electronics tech-stocks