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Supriyo Bose

Should You Bet on CLS Stock Amid Rising Estimate Revision Trend?

Rising earnings estimates, AI-driven data center demand and new networking and storage launches position Celestica for continued growth after a more than 200% surge.

JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change

Supriyo Bose

Sanmina Benefits From AI Focus: Should You Join the Bandwagon?

SANM doubles down on AI infrastructure with the ZT Systems buyout and hyperscaler ties, aiming to capture booming data-center demand despite competition and tariff pressures.

AMDPositive Net Change JBLPositive Net Change CLSPositive Net Change SANMNegative Net Change

Zacks Equity Research

Samsara Surges 12% as Q4 Earnings and Revenues Surpass Estimates

IOT jumps 12% after Q4 earnings crush estimates, with earnings up 64% and revenues rising 28% as strong growth and upbeat FY27 guidance lift outlook.

MUPositive Net Change HUYAPositive Net Change IOTPositive Net Change GETYPositive Net Change

Supriyo Bose

Should You Avoid QCOM Stock Amid Declining Estimate Revisions?

Qualcomm faces falling FY26???27 estimates, China trade pressure, softer handset demand and rising R&D costs, raising concerns about margins and near-term growth.

QCOMPositive Net Change AVGOPositive Net Change HPEPositive Net Change

Supriyo Bose

ATEX and the New Utility Private LTE Buildout Cycle

Anterix aims to turn utility-private broadband into a long-term revenue engine after the FCC expanded the 900 MHz band, supporting larger private LTE networks.

CALXNegative Net Change IHSNegative Net Change ATEXNegative Net Change

Supriyo Bose

Is ATEX Stock a Buy After the FCC 900 MHz Expansion?

ATEX gets a boost from FCC's 900 MHz broadband expansion, but clearing progress, cash collections, and license delivery pace may drive the stock in the next year.

CALXNegative Net Change IHSNegative Net Change ATEXNegative Net Change

Zacks Equity Research

Gorilla Technology Roars Past $100M Revenues With a $7B+ Pipeline

GRRR tops $100M revenues in 2025 as AI infrastructure projects drive 35.7% growth and pipeline surpasses $7B, while the company reiterates 2026 revenue outlook.

PLTRPositive Net Change BBAIPositive Net Change GRRRPositive Net Change