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semiconductor: Archive

Subham Roy

VICR Gains From Hardware Boom and Rising Backlog: What's Ahead?

Vicor's AI power-delivery demand, surging Advanced Products revenues and expanding backlog support its growth outlook.

VICRNegative Net Change ADINegative Net Change MPWRNegative Net Change

Zacks Equity Research

STM Q3 Earnings Call Highlights AI Growth and Margin Recovery

STMicroelectronics sees surging AI datacenter demand, a $20B backlog and industrial growth fueling revenues as restructuring sets the stage for margin recovery.

STMNegative Net Change

Santanu Roy

Buy These 5 Top-Ranked Stocks With Superior Financial Efficiency

Five stocks, including Healthcare Services Group and CarMax, stand out for superior efficiency ratios and strong earnings surprises, offering compelling growth potential.

HASPositive Net Change FORMNegative Net Change KMXPositive Net Change MXLNegative Net Change HCSGPositive Net Change

Zacks Equity Research

Intel Surpasses Q3 Earnings Estimates on Robust Data Center Demand

INTC beats Q3 earnings estimates as AI-driven data center demand fuels revenue growth, but weak PC sales and a soft Q4 outlook send shares plunging over 25%.

INTCNegative Net Change AKAMNegative Net Change ANETPositive Net Change GFSNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Lam Research, Lockheed Martin, Equinor and Regis

Lam Research, Lockheed Martin, Equinor and Regis draw attention as AI demand, defense spending, energy growth and operational improvements shape their investment outlooks.

LMTNegative Net Change LRCXNegative Net Change RGSPositive Net Change EQNRNegative Net Change

Mark Vickery

Top Analyst Reports for Lam Research, Lockheed Martin & Equinor

Lam Research, Lockheed Martin and Equinor headline today's analyst reports, with AI-driven demand, defense contracts and energy growth shaping their investment outlooks.

LMTNegative Net Change LRCXNegative Net Change RGSPositive Net Change EQNRNegative Net Change CMGPositive Net Change GLWNegative Net Change CNCPositive Net Change

Tanuka De

Founder-Led Giants Redefining Technology and Global Market Growth

NVIDIA, Dell, Shopify, Salesforce and BlackRock stand out as founder-run companies with strong vision, innovation and long-term growth drivers.

CRMPositive Net Change BLKPositive Net Change DELLNegative Net Change NVDANegative Net Change SHOPPositive Net Change

Zacks Equity Research

KLAC Q1 Earnings Beat Estimates, Revenues Rise on AI Demand

KLA's Q1 fiscal 2027 earnings and revenues beat estimates as AI demand fuels wafer inspection growth, margin expansion and a strong second-quarter outlook.

KLACNegative Net Change AMENegative Net Change SHOPPositive Net Change AFRMPositive Net Change

Zacks Equity Research

FormFactor's Q3 Earnings Beat Estimates, Revenues Increase Y/Y

FORM's Q3'26 earnings beat estimates as revenues jump 38.4%, fueled by strong demand for probe cards, DRAM and photonics systems.

FORMNegative Net Change AMENegative Net Change SHOPPositive Net Change AFRMPositive Net Change

Urmimala Biswas

4 Value Stocks to Buy With Attractive PEG Ratios and Growth Potential

Discover four value stocks with attractive PEG ratios, strong growth potential and favorable value scores that may help investors avoid value traps.

ITRIPositive Net Change MUNegative Net Change MPCNegative Net Change SUZPositive Net Change