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tech-stocks: Archive

Nilanshi Mukherjee

ALAB Rides on Strong AI Infrastructure Demand: A Sign for More Upside?

Astera Labs rides on surging AI infrastructure demand, with rapid revenue growth, Taiwan expansion and new connectivity advances fueling expectations for more gains.

CSCOPositive Net Change MRVLPositive Net Change ALABPositive Net Change

Nilanshi Mukherjee

Teradyne's AI Push Gains Traction: Is the Growth Thesis Strengthening?

TER's AI-driven test business is gaining momentum as AI demand nears 70% of revenues and new platforms expand opportunities in data centers.

COHUPositive Net Change TERPositive Net Change ATEYYPositive Net Change

Vaishali Doshi

Ciena's Strong Free Cash Flow: Can It Balance Growth and Returns?

CIEN's strong free cash flow and rising AI-driven demand boost growth, but balancing heavy reinvestment with shareholder returns remains the key challenge.

NOKPositive Net Change CIENPositive Net Change ANETPositive Net Change

Zacks Equity Research

LSCC Rides on Strong AI-Related Demand: Will the Uptrend Persist?

Lattice Semiconductor is riding strong AI infrastructure demand, expanding partnerships and acquisitions as revenue surges and backlog stretches into 2027.

INTCPositive Net Change CLSPositive Net Change LSCCPositive Net Change

Aritra Chatterjee

VZ vs. ASTS: Which Connectivity Stock is the Better Buy?

Verizon and AST SpaceMobile are pursuing different connectivity strategies as broadband expansion, satellite launches and estimates shape comparisons.

VZNegative Net Change VSATPositive Net Change ASTSPositive Net Change

Kaibalya Pravo Dey

Amphenol Looks Pricey at 30X P/E, Yet Nearly Priceless: Buy or Wait?

APH trades near 30X earnings, but AI demand, record orders and rising estimates continue to support its premium valuation.

APHPositive Net Change BDCPositive Net Change TELPositive Net Change

Maharathi Basu

Is AAOI Stock Worth Betting on at a Premium or Should Investors Wait?

AAOI is up 367% YTD on AI data-center transceiver demand, yet trades at 8.71x forward sales. Should investors wait to buy?

MCHPPositive Net Change FNPositive Net Change COHRPositive Net Change AAOINegative Net Change LITEPositive Net Change

Subhasish Mukherjee

Will PENG's Diversifying AI Customer Base Improve Revenue Visibility?

Penguin's expanding AI customer base and AI Factory Platform are boosting revenue visibility as enterprise AI deployments scale globally.

DELLPositive Net Change SMCIPositive Net Change PENGPositive Net Change

Vasundhara Sawalka

MANH Pushes Deeper Into a Cloud-First Model: Buy or Hold the Stock?

MANH leans into cloud growth and AI, but restructuring, macro risks, and rising competition cloud near-term outlook, making it a cautious hold for investors.

CRMNegative Net Change SAPNegative Net Change ORCLNegative Net Change MANHNegative Net Change

Vasundhara Sawalka

MANH Faces Risks From Services Utilization: Hold the Stock Now?

MANH's cloud growth and raised outlook are offset by services utilization risks and mix pressures, keeping execution concerns front and center for investors.

SAPNegative Net Change ADBENegative Net Change MANHNegative Net Change DSGXNegative Net Change