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semiconductor: Archive

Zacks Equity Research

Monolithic Power's Q1 Earnings Beat Estimates on Solid Revenue Growth

MPWR beats Q1 estimates as AI-driven enterprise data demand fuels 26% revenue growth, with strong gains in communications and networking segments.

MSINegative Net Change MPWRPositive Net Change CDWNegative Net Change ANETPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Skyworks and RF Industries

Skyworks gains from WiFi 7, 5G and AI-driven demand, while RF Industries rides strong momentum despite broader industry headwinds.

SWKSPositive Net Change RFILPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights AMD, NVIDIA, Broadcom and Intel

AMD heads into Q1 earnings with strong AI-driven growth, but rising competition and a stretched valuation cloud its near-term outlook.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change

Nalak Das

5 Large-Cap Momentum Stocks to Buy in May After a Fabulous April

FIX, TXN, ONTO, NTRS and DOW are five large-cap stocks riding April's record rally, backed by AI demand, earnings strength and momentum signals heading into May.

TXNPositive Net Change NTRSPositive Net Change DOWNegative Net Change FIXPositive Net Change ONTOPositive Net Change

Urmimala Biswas

QBTS or RGTI: Which Quantum Play Will Offer Better Upside in May?

QBTS rebounds as AI-quantum convergence, bookings growth and policy support revive sentiment, but volatility and execution risks keep the outlook uncertain.

CSCOPositive Net Change NVDAPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Zacks Equity Research

FORM Q1 Earnings Beat Estimates, Revenues Rise Y/Y, Margin Jumps

FormFactor posts a Q1 earnings beat as surging DRAM demand and margin expansion, along with strong probe card sales, fuel growth and an upbeat Q2 guidance.

FORMPositive Net Change MKSIPositive Net Change AEISPositive Net Change AEYENegative Net Change

Aniruddha Ganguly

Buy AMD Stock Before Q1 Earnings: Here's What You Should Know

AMD heads into Q1'26 earnings on May 5 with a $9.8B revenue guide and AI chip demand amid stiff competition from Nvidia, Intel and Broadcom.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change

Shreya Majumder

Onto Innovation Likely to Beat on Q1 Earnings: Buy the Stock Now?

ONTO heads into Q1 earnings with AI-driven demand, strong Dragonfly momentum and rising margins, as forecasts point to continued growth and a potential beat.

KLACPositive Net Change AMATPositive Net Change CAMTPositive Net Change ONTOPositive Net Change

Supriyo Bose

Buy 3 Momentum Anomaly Stocks as Stalled Truce Deal Spurs Volatility

CRDO, FN and BFH are on a momentum anomaly screen as truce talks stall and oil spikes rattle markets.

FNNegative Net Change CRDOPositive Net Change BFHPositive Net Change

Zacks Equity Research

Qualcomm Surpasses Q2 Earnings Estimates on Solid Auto, IoT Demand

QCOM beats Q2 earnings estimates as record auto sales and steady IoT momentum helped offset weaker handset demand and cautious OEM builds.

QCOMPositive Net Change AKAMPositive Net Change ANETPositive Net Change PINSNegative Net Change