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electronics: Archive

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.

ICHRNegative Net Change

Shivangi Deora

Is Fortive Stock a Buy as Growth Improves but Valuation Limits Upside?

Fortive's faster growth, wider margins and stronger cash flow bolster its case, but near-normal valuation and execution risks may limit upside

AMENegative Net Change KEYSNegative Net Change FTVNegative Net Change

Shaun Pruitt

These Strong Buy Stocks Delivered Massive Q2 Earnings Beats: APEMY, COHU, IDCC, PBF

While these businesses operate in very different industries, each company crushed Q2 EPS expectations by more than 50%, reinforcing the improving fundamentals behind their strong buy ratings.

IDCCNegative Net Change COHUPositive Net Change PBFNegative Net Change APEMYNo Net Change AMZNNegative Net Change

Subham Roy

Avnet to Post Q4 Earnings: Time to Buy, Sell or Hold the Stock?

AVT heads into Q4 earnings with AI, networking and industrial demand lifting growth, but investors are watching if margin pressures temper the upbeat outlook.

AVTNegative Net Change ARWNegative Net Change SNXNegative Net Change CDWNegative Net Change

Zacks Equity Research

AXTI Q2 Earnings Call Highlights AI Capacity Expansion

AXT highlighted surging indium phosphide demand, AI data center connectivity growth and capacity expansion plans as it targets higher output and margins.

AXTINegative Net Change

Zacks Equity Research

ALGM Q1 Earnings Call Highlights AI Data Center Growth

Allegro sees AI data center demand surge, with expanding design wins, backlog growth and content opportunities in electrification and automation.

ALGMNegative Net Change

Zacks Equity Research

ASX Q2 Earnings Call Highlights AI Capacity Push

ASE Technology expands AI semiconductor capacity as demand rises, boosting advanced packaging, testing and LEAP growth with major investment plans.

ASXPositive Net Change

Shaun Pruitt

AI Chip Selloff Creates Buying Opportunity in Nvidia and Micron Stock

Despite the recent selloff among chip stocks, the long-term demand drivers supporting advanced GPUs and AI memory solutions remain firmly in place.

MUPositive Net Change NVDANegative Net Change AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change METAPositive Net Change SKHYPositive Net Change

Shuvra Shankar Dey

Arm's AI Momentum is Undeniable, but is ARM Stock a Hold?

Arm's fiscal Q1 revenues rise 22.4% as licensing, royalties and AI cloud demand strengthen, but execution risks keep the stock a Hold.

ARMPositive Net Change QCOMPositive Net Change NVDANegative Net Change

Zacks Equity Research

LFUS Q2 Earnings Call Highlights Data Center Growth

Littelfuse's data center growth, industrial recovery and Basler acquisition drive momentum as management raises Q3 outlook on record bookings and demand.

LFUSNegative Net Change