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semiconductor: Archive

Zacks Equity Research

Ultra Clean Q2 Earnings Call Centers on AI Demand & Capacity

UCTT's Q2 call spotlights AI-driven demand, longer forecasts and capacity expansion as its Q3 outlook rises above second-quarter levels.

UCTTNegative Net Change

Subham Roy

Should Investors Hold or Fold MRVL Stock at a P/S Multiple of 12X?

Marvell Technology's premium valuation reflects strong AI-driven growth, but competition and margin pressure raise the question of whether the stock is still a hold.

MRVLPositive Net Change AMDPositive Net Change AVGOPositive Net Change ALABNegative Net Change

Zacks Equity Research

ON Q2 Earnings Call Signals AI-Led Demand and Margin Lift

ON raises its 2026 AI data center outlook to more than double last year as tighter supply and higher factory utilization support Q3 revenue and margin growth.

ONPositive Net Change

Zacks Equity Research

ICHR Q2 Earnings Call Flags Steeper Ramp and Margin Gains

Ichor expects a steeper second-half revenue ramp, quarterly margin gains and stronger 2027 growth as supply issues ease and internal content rises.

ICHRPositive Net Change

Zacks Equity Research

Best Momentum Stocks to Buy for August 4th

AMD, DAR and RAL made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 4th, 2026.

AMDPositive Net Change DARPositive Net Change RALPositive Net Change

Supriyo Bose

Should You Reconsider QCOM Stock Amid Downward Estimate Revisions?

Qualcomm faces falling fiscal 2026 and 2027 earnings estimates as handset weakness, margin pressure and competition offset automotive and IoT gains.

QCOMPositive Net Change AVGOPositive Net Change HPEPositive Net Change

Anirudha Bhagat

TXN Slides 11% in a Month: Is the Stock Still a Smart AI Investment?

Texas Instruments' 11% monthly slide contrasts with surging AI data center demand, strong earnings growth and a manufacturing strategy built for long-term gains.

TXNPositive Net Change QCOMPositive Net Change STMPositive Net Change ASYSPositive Net Change

Santanu Roy

Buy These 5 Top-Ranked Efficient Stocks With Strong Growth Potential

Efficiency leaders CLS, ZWS, LRCX, BESIY and JCI outperformed industry peers on key ratios, narrowing a 7,906-stock universe to just 18 picks.

JCIPositive Net Change LRCXPositive Net Change CLSPositive Net Change BESIYPositive Net Change ZWSPositive Net Change

Zacks Equity Research

New Strong Buy Stocks for August 4th

CTXAY, PICS, SLDE, AMD and RS have been added to the Zacks Rank #1 (Strong Buy) List on August 4th, 2026.

AMDPositive Net Change RSPositive Net Change SLDENegative Net Change CTXAYPositive Net Change PICSPositive Net Change

Zacks Equity Research

Best Growth Stocks to Buy for August 4th

SANM, NVDA and PENN made it to the Zacks Rank #1 (Strong Buy) growth stocks list on August 4th, 2026.

NVDAPositive Net Change SANMPositive Net Change PENNPositive Net Change