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View the Zacks #1 Rank List
electronics: Archive
AVT vs. ARW: Which AI Supply Chain Stock Is the Better Buy?
by Subham Roy
Arrow Electronics edges out Avnet as AI-driven semiconductor demand lifts both, with stronger earnings growth, profitability and estimate revisions tipping the balance.
AVTNegative Net Change ARWNegative Net Change
electronics semiconductor tech-stocks
Sanmina Q3 Earnings Call Signals AI Infrastructure Growth Strategy
by Zacks Equity Research
SANM highlights AI infrastructure growth, ZT Systems integration, new customer wins and a raised fiscal outlook after strong Q3 results.
SANMNegative Net Change
earnings electronics
Rambus Q2 Results Highlight AI-Fueled Growth Strategy
by Zacks Equity Research
Rambus posts record Q2 results as AI-driven memory demand, DDR5 momentum and expanding silicon IP opportunities support another quarter of projected growth.
RMBSNegative Net Change
earnings electronics semiconductor
What Should Investors Do With Flex Stock Ahead of Q1 Earnings?
by Shivangi Deora
FLEX eyes Q1 results after strong AI infrastructure momentum, strategic deals and a planned CPI spin-off. Can growth offset lifestyle weakness?
CSCONegative Net Change JBLNegative Net Change FLEXNegative Net Change SANMNegative Net Change
electronics tech-stocks
COHR vs. ARM: Which Tech Stock Offers More Upside Now?
by Shuvra Shankar Dey
Coherent's AI infrastructure momentum, expanding profitability and stronger valuation make it the more compelling opportunity over Arm Holdings.
ARMNegative Net Change COHRNegative Net Change
business-services computers electronics semiconductor tech-stocks
Vicor Q2 Earnings Call Highlights AI Power and Fab Push
by Zacks Equity Research
VICR's Q2 beat, AI power demand and licensing gains support higher 2026 revenue expectations and plans for a second chip fab.
VICRNegative Net Change
artificial-intelligence earnings electronics tech-stocks
Optical Stocks: The AI Trade's Wildest Ride Snaps Back
by Bryan Hayes
The AI-optics theme is as durable as any in the market.
GLWNegative Net Change LITENegative Net Change
artificial-intelligence datacenter earnings electronics investing tech-stocks
Ouster Vs. Hesai: Which Physical AI Stock is a Better Bet Now?
by Rimmi Singhi
HSAI gets the edge over OUST as profitability, automotive lidar leadership, global partnerships and a cheaper valuation outweigh Ouster's rally.
OUSTNegative Net Change HSAIPositive Net Change
artificial-intelligence autonomous-vehicles electronics tech-stocks
Flex vs. Jabil: Which EMS Stock is the Better Buy Now?
by Shivangi Deora
FLEX and JBL are capitalizing on AI infrastructure growth, but which EMS company stands out as the better buy based on growth, valuation and outlook?
JBLNegative Net Change FLEXNegative Net Change
electronics tech-stocks
Vicor Stock Outlook as AI Demand, Capacity and Royalties Align
by Aniruddha Ganguly
VICR's AI demand, $300.6 million backlog and royalties support growth, but capacity limits and legal timing keep execution risk high.
VICRNegative Net Change ADINegative Net Change TXNNegative Net Change MPWRNegative Net Change
artificial-intelligence electronics tech-stocks