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electronics: Archive
AMAT Q3 Earnings Call Focuses on AI Demand & FY27 Growth
by Zacks Equity Research
Applied Materials raises its FY26 systems growth view as AI demand strengthens, with customer forecasts stretching into FY27 and, in some cases, FY30.
AMATPositive Net Change
earnings electronics semiconductor
Buy, Sell, or Hold These 4 Dividend Kings After Earnings: BDX, ED, EMR, PH
by Shaun Pruitt
Four Dividend Kings - Becton, Dickinson and Company (BDX), Consolidated Edison (ED), Emerson Electric (EMR), and Parker-Hannifin (PH) - reported earnings last week.
EMRPositive Net Change BDXNegative Net Change PHPositive Net Change EDNegative Net Change
aerospace defense dividend-investing dividends earnings electronics industrial-products investing large-cap medical utilities
Bull of the Day: Amphenol (APH)
by Bryan Hayes
Every AI server rack requires high-speed copper, fiber and power interconnects, and Amphenol makes essentially all of it.
APHPositive Net Change
artificial-intelligence datacenter earnings electronics investing tech-stocks
These 4 Electronics-Manufacturing Stocks Are Surging, and It's Still Time to Buy
by Shaun Pruitt
Electronics manufacturing services (EMS) providers are benefiting from a powerful combination of secular technology investment, rising product complexity, and increased outsourcing by original equipment manufacturers (OEMs).
PLXSPositive Net Change JBLPositive Net Change CLSPositive Net Change SANMPositive Net Change
artificial-intelligence datacenter earnings electronics investing large-cap tech-stocks
Jabil vs. Corning: Which AI Infrastructure Stock is the Better Buy?
by Supriyo Bose
JBL's cheaper valuation, broader AI hardware exposure and stronger 2026 growth estimates give it an edge over GLW despite its bigger rally.
GLWPositive Net Change JBLPositive Net Change SANMPositive Net Change
artificial-intelligence communications electronics iot mobile tech-stocks telecom
PLUG Q2 Earnings Call Centers on Margins and Higher Growth
by Zacks Equity Research
Plug Power raises 2026 revenue growth guidance to 15-16% and maintains its Q4 positive EBITDAS target as margins improve and cash use declines.
PLUGPositive Net Change
earnings electronics
Is Flex Stock a Buy as AI Growth Collides With a Richer Valuation?
by Shivangi Deora
Flex's AI-led CPI growth and rising margins support higher guidance, but a 22.2X forward P/E, heavier capex and higher debt temper the buy case.
JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change
electronics tech-stocks
Flex's CPI Spin-Off Could Reshape Its AI Infrastructure Growth Story
by Shivangi Deora
Flex's planned CPI spin-off would separate its fastest-growing business, sharpening its AI data-center exposure and the remaining company's cash focus.
JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change
electronics tech-stocks
FLEX Falls 10.6% in the Past Month as AI Growth Meets Execution Risk
by Shivangi Deora
FLEX's 10.6% slide comes as AI-led CPI growth, raised guidance and stronger margins collide with higher debt, heavy spending and a premium valuation.
JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change
electronics tech-stocks
Silicon Motion Rides on Solid Revenue Growth: Time to Buy the Stock?
by Supriyo Bose
SIMO's revenue surged 127% in Q2, while embedded, enterprise and AI storage ramps support its strong Q3 growth outlook.
SIMOPositive Net Change AMDPositive Net Change IBMNegative Net Change
artificial-intelligence electronics iot semiconductor tech-stocks telecom