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tech-stocks: Archive

Zacks Equity Research

Plexus Gains 15% in 6 Months: Will the Stock Climb Higher in 2026?

PLXS up 15% in six months, lagging its sector, as investors weigh strong program wins, cash flow gains and near-term demand risks.

PLXSPositive Net Change JBLNegative Net Change FLEXNegative Net Change SANMNegative Net Change

Zacks Equity Research

AppLovin's Strategic Reset: Going All-In on AI-Driven Advertising

APP sheds its gaming roots, sells its Apps segment, and rebuilds around AI-led ad tech, betting MAX and AXON can redefine in-app advertising.

APPNegative Net Change TTDPositive Net Change MGNIPositive Net Change

Vaishali Doshi

Top Drone Tech Stocks to Bet on Amid Increasing Adoption

AVAV, KTOS and DPRO are some stocks in the drone technology space that are worthy of investment consideration.

AVAVNegative Net Change KTOSNegative Net Change DPROPositive Net Change

Zacks Equity Research

Vertiv's AI-Powered Portfolio Gaining Traction: What's Ahead?

VRT's AI-focused portfolio is fueling rapid data center growth, lifting orders, backlog, and sales outlook as global AI adoption accelerates.

SMCINegative Net Change HPENegative Net Change VRTPositive Net Change

Zacks Equity Research

Teradyne's UltraFLEXplus Gains Traction: A Sign for More Upside?

TER's UltraFLEXplus is gaining adoption as AI and data center demand lift Semiconductor Test revenue and support a strong Q4 outlook.

COHUNegative Net Change TERPositive Net Change ATEYYPositive Net Change

Bryan Hayes

Santa Claus Rally Begins Today: Stocks to Watch

The calendar is on the side of the bulls as the next week of trading tends to lean quite bullish.

INTCNegative Net Change NVDANegative Net Change AEMPositive Net Change

Sejuti Banerjea

Weak Macro Can't Stop E-commerce Stocks Expedia and Amazon

Macro uncertainties are crimping holiday sales but Expedia and Amazon shareholders have reason to cheer.

AMZNPositive Net Change EXPENegative Net Change

Zacks Equity Research

Can ERNIE 5.0 and Qianfan Strengthen Baidu's AI Cloud Advantage?

BIDU sharpens its AI Cloud strategy with ERNIE 5.0 and an agent-centric Qianfan, aiming to scale enterprise adoption.

BIDUNegative Net Change TCEHYNegative Net Change BABANegative Net Change

Zacks Equity Research

Intel Rides on Strong Gross Margin Expansion: Will it Sustain?

INTC's Q3 2025 non-GAAP gross margin jumped to 40% on higher revenue, favorable product mix and cost optimization, as PC upgrade cycle and AI PC momentum lift results.

INTCNegative Net Change AMDPositive Net Change NVDANegative Net Change

Aniruddha Ganguly

Cisco's AI-Push Aids Networking Revenue: Is There More Upside Ahead?

CSCO's AI push lifts Q1 FY26 networking revenue 15% to $7.77B, with hyperscaler AI orders surging and a $3B FY26 target in sight.

CSCONo Net Change NVDANegative Net Change ANETNegative Net Change HPENegative Net Change

Aniruddha Ganguly

Broadcom's Semiconductor Growth Picks Up: A Sign of More Upside?

AVGO's AI chip momentum accelerates as XPU demand lifts Q4 AI revenue 74% to $6.5B and drives a swelling order backlog and 2026 outlook.

NVDANegative Net Change MRVLNegative Net Change AVGOPositive Net Change

Aniruddha Ganguly

Sandisk Stock Rides on Datacenter Growth: A Sign of More Upside?

SNDK is seeing datacenter revenue surge on strong Stargate SSD demand, rising hyperscaler interest and AI tailwinds into fiscal 2026.

DELLPositive Net Change MUPositive Net Change SNDKPositive Net Change

Aniruddha Ganguly

Lumentum Stock Rides on Strong AI Push: A Sign of More Upside?

AI-driven demand is fueling LITE's laser chips and optical transceivers, with over 60% of revenues tied to AI infrastructure and cloud growth.

CIENNo Net Change MRVLNegative Net Change LITEPositive Net Change

Aniruddha Ganguly

AI & Security Push Aids Google Cloud: What's Ahead for GOOGL Stock?

Alphabet is leaning on fast-growing Google Cloud, with a $155 billion backlog, as AI, security and capex fuel momentum.

AMZNPositive Net Change MSFTPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Implied Volatility Surging for Ultra Clean Stock Options

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

UCTTPositive Net Change

Zacks Equity Research

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

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

WKNegative Net Change

Om Jaiswal

MRVL's Data Center Revenues Hit $1.5B: Can the Momentum Continue?

Marvell Technology's data center revenues surpass $1.5B on surging AI demand, turning the segment into its dominant growth engine.

NVDANegative Net Change MRVLNegative Net Change AVGOPositive Net Change

Zacks Equity Research

Will Kodiak Collaboration Strengthen Verizon's Growth Prospects?

VZ teams up with Kodiak AI to bring 5G and IoT to autonomous trucks, enabling safer, smarter, and more connected freight operations.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change KDKPositive Net Change

Zacks Equity Research

SMCI's Rack-Scale AI Strategy: Is it the Next Growth Engine?

Super Micro Computer is scaling rack-scale AI to 6,000 racks a month, betting rising demand offsets near-term margin pressure from custom platform upgrades.

DELLPositive Net Change SMCINegative Net Change HPENegative Net Change

Zacks Equity Research

Ondas Holdings' Counter-UAS Push: A Powerful Growth Catalyst?

ONDS is ramping up in the booming counter-drone market with record revenues, strategic acquisitions and a layered detect-to-defeat system.

ONDSPositive Net Change RCATNegative Net Change DPROPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Advanced Micro Devices, Intel, Micron Technology and BigBear.ai

Zacks' Analyst Blog says investors may look past NVIDIA as Micron and BigBear.ai outperform in 2025 and offer more upside from AI demand.

INTCNegative Net Change AMDPositive Net Change MUPositive Net Change NVDANegative Net Change BBAINegative Net Change

Om Jaiswal

Will DRAM Strength Drive Applied Materials' Next Growth Phase?

AMAT is gaining momentum from improving DRAM conditions, as AI-driven memory demand lifts spending outlook.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Arijit Sarkar

Will Partnership With Sovato Boost T's Prospects in Digital Health?

AT&T teams up with Sovato to expand digital healthcare access, combining 5G and cloud tools for virtual care in remote areas.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Zacks Equity Research

Blackbaud Up 12.5% in a Month: How to Approach the Stock Now?

BLKB aims for AI-led product launches and margin expansion, targets Rule of 45 by 2030 and boosts cash flow as shares jump 13% in a month.

OTEXNegative Net Change LTRXNo Net Change BLKBNegative Net Change ACIWPositive Net Change

Zacks Equity Research

TEF Ties Up With IQM & CESGA to Deploy Spain's First Quantum Computers

Telefonica backs Europe's quantum push as CESGA deploys two IQM systems by 2026, while the telco rolls out its Transform & Grow strategy to drive growth and savings.

ERICNegative Net Change TEFPositive Net Change CLFDNegative Net Change UINegative Net Change