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electronics: Archive

Shreya Majumder

Sony's TSMC Sensor Venture Could Reshape Its Imaging Growth Story

Sony's planned sensor venture could sharpen its technology and scale, but earthquake exposure, setup costs and smartphone weakness threaten durable returns.

SONYPositive Net Change STMPositive Net Change TSMPositive Net Change

Zacks Equity Research

Entegris Q2 Earnings Call Highlights AI Demand and Capacity Expansion

ENTG beats Q2 estimates as AI-driven chip demand lifts unit and CapEx sales, while capacity and margin gains support a higher 2026 outlook.

ENTGPositive Net Change

Supriyo Bose

Jabil Surges 31.6% in Past Six Months: Reason to Buy the Stock Now?

JBL's 31.6% six-month surge, AI momentum, diversified operations and rising earnings estimates point to further stock appreciation.

JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change

Shivangi Deora

Fortive Raises 2026 Outlook as Core Growth and Cash Flow Accelerate

Fortive raises its 2026 earnings outlook as broad organic growth, margin expansion and stronger cash flow support second-half momentum.

STENegative Net Change KEYSPositive Net Change FTVPositive 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

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

AMEPositive Net Change KEYSPositive Net Change FTVPositive 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.

IDCCPositive Net Change COHUPositive Net Change PBFPositive Net Change APEMYNegative Net Change AMZNPositive 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.

AVTPositive Net Change ARWPositive Net Change SNXPositive Net Change CDWPositive 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.

AXTIPositive 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.

ALGMPositive Net Change