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electronics: Archive

Shreya Majumder

Is CRUS Worth Buying as Low Valuation Meets Slower Earnings Growth?

Cirrus Logic's low valuation and strong smartphone execution offer support, but weaker earnings expectations and customer concentration favor patience.

CRUSNegative Net Change ADINegative Net Change TXNNegative Net Change

Shreya Majumder

CRUS Falls 12.2% in the Past Month as Growth Risks Pressure Outlook

Cirrus Logic's 12.2% monthly slide lowers the entry price, but softer PC growth, margin pressure and weak EPS expectations keep the setup cautious.

CRUSNegative Net Change ADINegative Net Change TXNNegative Net Change

Shaun Pruitt

Applied Materials (AMAT) Stock: A Top AI Pick After Record Q3 Results

Applied Materials' record Q3 results demonstrated that the company is translating the AI infrastructure boom into higher revenue, profits, and cash flow.

AMATNegative Net Change MUPositive Net Change TSMNegative Net Change SKHYNegative Net Change

Supriyo Bose

AST SpaceMobile vs. IBM: Which Tech Stock is the Better Buy Now?

IBM's steadier earnings outlook and cheaper valuation outweigh ASTS' stronger stock gains, making it the relatively better investment option now.

IBMNegative Net Change ASTSNegative Net Change TPositive Net Change MSFTPositive Net Change VZNegative Net Change

Supriyo Bose

SIMO vs. LSCC: Which Semiconductor Stock is the Better Buy Today?

Silicon Motion's stronger stock gains, estimate revisions and cheaper valuation give it an edge over Lattice Semiconductor.

LSCCNegative Net Change SIMOPositive Net Change

Zacks Equity Research

AMAT Q3 Earnings Call Focuses on AI Demand & FY27 Growth

Applied Materials raises its FY26 systems growth view as AI demand strengthens, with customer forecasts stretching into FY27 and, in some cases, FY30.

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Shaun Pruitt

Buy, Sell, or Hold These 4 Dividend Kings After Earnings: BDX, ED, EMR, PH

Four Dividend Kings - Becton, Dickinson and Company (BDX), Consolidated Edison (ED), Emerson Electric (EMR), and Parker-Hannifin (PH) - reported earnings last week.

EMRNegative Net Change BDXNegative Net Change PHNegative Net Change EDNegative Net Change

Bryan Hayes

Bull of the Day: Amphenol (APH)

Every AI server rack requires high-speed copper, fiber and power interconnects, and Amphenol makes essentially all of it.

APHNegative Net Change

Shaun Pruitt

These 4 Electronics-Manufacturing Stocks Are Surging, and It's Still Time to Buy

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).

PLXSNegative Net Change JBLNegative Net Change CLSNegative Net Change SANMNegative Net Change

Supriyo Bose

Jabil vs. Corning: Which AI Infrastructure Stock is the Better Buy?

JBL's cheaper valuation, broader AI hardware exposure and stronger 2026 growth estimates give it an edge over GLW despite its bigger rally.

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