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semiconductor: Archive

Zacks Equity Research

Cirrus Logic's Q3 Earnings Loom: Is a Beat in the Offing for CRUS?

CRUS heads into Q3 FY26 earnings with a $500-$560M revenue outlook and four straight beats, as smartphone and laptop demand support growth.

TRMBPositive Net Change CRUSPositive Net Change HUBBPositive Net Change UAAPositive Net Change

Nalak Das

Buy Amphenol on the Dip After Robust Q4 Earnings and Solid Guidance

APH posts strong Q4 results with big revenue growth, margin expansion and upbeat guidance, even as the stock pulls back sharply.

APHPositive Net Change NVDANegative Net Change TELPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Taiwan Semiconductor Manufacturing, AMD and Alibaba

NVIDIA keeps powering higher as AI chip demand stays red-hot, eased trade tensions open China sales, and earnings growth outlook remains robust.

AMDPositive Net Change NVDANegative Net Change TSMNegative Net Change BABANegative Net Change

Urmimala Biswas

2026 Volatility Playbook: NVDA, B, NEM & More in AI, Gold & Power

Volatility in 2026 is driving rotations into AI capacity, gold miners and power- NVDA anchors AI spend as metals signal risk repricing.

NEEPositive Net Change MUNegative Net Change NVDANegative Net Change NEMPositive Net Change BPositive Net Change

Tirthankar Chakraborty

Already Up Over 50% - These 2 AI Chip Stocks Are Just Getting Started

NVIDIA and TSMC are riding on relentless AI demand, easing trade tensions, and expanding data centers to boost revenue growth and profitability outlooks.

AMDPositive Net Change NVDANegative Net Change TSMNegative Net Change BABANegative Net Change

Zacks Equity Research

Will Higher Revenues Boost Monolithic Power's Q4 Earnings?

MPWR heads into Q4 earnings with revenues expected to jump on strength across Enterprise Data, automotive, storage and computing verticals.

AMDPositive Net Change MPWRPositive Net Change CRUSPositive Net Change GOOGLNegative Net Change

Mark Vickery

Top Analyst Reports for Applied Materials, Linde & Abbott

AMAT rides a semiconductor rebound as systems, services and ICAPS drive gains, even as China export curbs, memory lag and costs cloud near-term growth.

ABTPositive Net Change STXNegative Net Change VALENegative Net Change VRTXPositive Net Change AMATPositive Net Change LINPositive Net Change BDLPositive Net Change

Tirthankar Chakraborty

NVIDIA at 41x Forward Earnings: Buy, Hold, or Cash Out?

NVDA's lofty valuation faces trade risks and competition, yet easing China tensions and booming AI demand keep the market confident.

INTCPositive Net Change AMDPositive Net Change NVDANegative Net Change BABANegative Net Change

Zacks Equity Research

Do Options Traders Know Something About AMETEK Stock We Don't?

Investors need to pay close attention to AME stock based on the movements in the options market lately.

AMEPositive Net Change

Zacks Equity Research

ASML Holding Q4 Earnings Miss Expectations, Revenues Rise Y/Y

ASML posts Q4 earnings miss despite 4.9% Y/Y revenue growth, with EUV-driven Systems sales offset by weaker Services and higher costs.

ADIPositive Net Change ASMLNegative Net Change AMKRNegative Net Change AEISPositive Net Change