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electronics: Archive

Supriyo Bose

Sanmina Rides on Holistic Growth: Should You Bet on the Stock?

SANM's integrated manufacturing, 42Q platform and ZT Systems deal support growth, but supply-chain woes, tariffs and high R&D costs pose risks.

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Supriyo Bose

Should You Stay Cautious About AKAM Stock Despite AI Cloud Momentum?

Akamai's AI cloud momentum and security growth brighten long-term prospects, but margin pressure, delivery weakness and heavy capex warrant caution.

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Supriyo Bose

Viavi Exhibits More Than Threefold Growth in a Year: Should You Buy?

VIAV's 268.5% rally reflects surging AI data-center demand, stronger margins and expanded testing capabilities after the Spirent acquisition.

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Shreya Majumder

ONTO Stock Up 126% in a Year: Is More Upside on the Horizon?

Onto Innovation's record results, $1B-plus backlog and Dragonfly G5 momentum fuel its AI-driven growth, despite valuation risks.

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Shaun Pruitt

Buy Jabil (JBL) Stock as AI Infrastructure Demand Fuels Strong Q4 Results?

Jabil's Q4 results reinforced its compelling growth story, with AI infrastructure supporting accelerating revenue and earnings growth.

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Kevin Cook

Bull of the Day: Onto Innovation (ONTO)

Key provider of testing technology for semi foundries accelerates in AI demand for memory, photonics, packaging

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Rajshree Sipani

AEHR vs. CAMT: Which Semiconductor Equipment Stock Is the Better Bet?

Aehr's AI-driven burn-in demand, record backlog and sharp fiscal 2027 growth outlook strengthen its case over Camtek despite a richer valuation.

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Debanjana Dey

SCI Stock Surges Nearly 113% in a Year: What's Behind the Rally?

SCIA is benefiting from stronger demand, new customers, higher volume and advanced-materials expansion, but concentration and supply-chain risks remain.

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Shuvra Shankar Dey

ARM vs. APP: Which AI-Exposed Tech Stock to Consider Right Now?

AppLovin pairs faster growth, rising profitability and a lower forward P/E with AI-driven ad tech, while Arm expands deeper into cloud and AI infrastructure.

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Zacks Equity Research

Trio-Tech Stock Plunges Post Q4 Earnings Despite Strong Revenue Growth

TRT's fourth-quarter fiscal 2026 revenue growth is driven by semiconductor testing demand, but margin pressure and higher operating expenses weigh on profitability.

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