Dell Technologies (DELL) came out with quarterly earnings of $3.89 per share, beating the Zacks Consensus Estimate of $3.54 per share. This compares to earnings of $2.68 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +9.92%. A quarter ago, it was expected that this computer and technology services provider would post earnings of $2.48 per share when it actually produced earnings of $2.59, delivering a surprise of +4.44%.Over ...

Core Viewpoint - One Stop Systems Inc. (NASDAQ:OSS) is identified as a promising AI stock under $10, with recent price target increases from analysts following the successful divestment of its European subsidiary, Bressner Technology, for $22.4 million [1][2][3] Group 1: Analyst Ratings and Price Targets - Alliance Global raised its price target for One Stop Systems to $9 from $8.50 while maintaining a Buy rating after the sale of Bressner Technology [1] - Roth Capital also increased its price target for One Stop Systems to $9 from $8, affirming a Buy rating following the same divestment [3] Group 2: Business Performance and Strategic Moves - The sale of Bressner Technology exceeded expectations and was deemed a minimal contributor to shareholder value due to its low contribution margin [2] - Proceeds from the divestment are expected to be redirected towards future M&A opportunities to foster growth [2] - One Stop Systems is characterized as a leader in ruggedized AI, machine learning, and edge computing solutions, with the divestment resulting in a strong balance sheet [3][5]

Core Insights - One Stop Systems Inc (NASDAQ:OSS) is recognized as one of the best-performing micro-cap stocks in 2025, with a Buy rating reaffirmed by Lake Street and a price target set at $9 [1][2]. Group 1: Company Performance and Transactions - On December 30, 2025, One Stop Systems completed the sale of its Bressner Technology subsidiary to Hiper Euro for $22.4 million, which is approximately 0.7 times Bressner's recent sales [2]. - Bressner's annual sales grew from about $18.3 million in 2019 to roughly $33 million as of September 30, 2025, under OSS's ownership [2]. - The sale is projected to yield a pretax gain of approximately $7.4 million for OSS in Q4 2025, before transaction costs [2]. Group 2: Financial Guidance and Growth - Following the divestiture, OSS updated its full-year 2025 revenue guidance for continuing operations to $30 million to $32 million, reflecting a year-over-year growth of 22% to 30% [3]. - This adjustment lowers the previous consolidated revenue outlook from $63 million to $65 million by excluding Bressner's contributions [3]. Group 3: Strategic Focus - Management indicated that the sale allows OSS to streamline operations and redirect resources towards faster-growing areas, including deployable AI systems, real-time sensor processing, and rugged edge computing for mission-critical defense [4]. - One Stop Systems designs and manufactures high-performance computing systems for AI, machine learning, and data-intensive applications, with products tailored for industries such as defense, media, and autonomous vehicles [5].

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential investment opportunities before the market opens [1] Premarket Gainers - Aclarion, Inc. (ACON) is up 38% at $7.94 [3] - A SPAC III Acquisition Corp. (ASPC) is up 31% at $21.41 [3] - Nuvve Holding Corp. (NVVE) is up 23% at $4.32 [3] - Acrivon Therapeutics, Inc. (ACRV) is up 20% at $3.55 [3] - PMGC Holdings Inc. (ELAB) is up 16% at $6.76 [3] - Serina Therapeutics, Inc. (SER) is up 14% at $2.73 [3] - Regencell Bioscience Holdings Limited (RGC) is up 13% at $60.00 [3] - One Stop Systems, Inc. (OSS) is up 11% at $8.75 [3] - Anixa Biosciences, Inc. (ANIX) is up 9% at $3.60 [3] - Globus Medical, Inc. (GMED) is up 7% at $96.99 [3] Premarket Losers - Immuneering Corporation (IMRX) is down 23% at $6.34 [4] - Genelux Corporation (GNLX) is down 12% at $2.95 [4] - Erasca, Inc. (ERAS) is down 11% at $4.55 [4] - Phathom Pharmaceuticals, Inc. (PHAT) is down 10% at $16.10 [4] - Acurx Pharmaceuticals, Inc. (ACXP) is down 9% at $2.62 [4] - Evolution Metals & Technologies Corp. (EMAT) is down 8% at $17.34 [4] - Revolution Medicines, Inc. (RVMD) is down 7% at $95.14 [4] - Cardio Diagnostics Holdings, Inc. (CDIO) is down 7% at $2.59 [4] - Vestis Corporation (VSTS) is down 6% at $6.42 [4] - WORK Medical Technology Group LTD (WOK) is down 6% at $2.75 [4]

Industry Overview - The Zacks Computer – Micro Computers industry is facing declining demand for consumer PCs, exacerbated by geopolitical challenges and tariffs imposed by the U.S. [1] - Weak demand in China is identified as a significant headwind for the industry [1] - Companies like Apple, Dell Technologies, and One Stop Systems are experiencing steady demand for enterprise devices, including laptops, tablets, and smartphones [1] Key Trends - Strong enterprise demand is benefiting industry participants, particularly due to the growing adoption of hybrid working environments, which is expected to increase demand for laptops and tablets [3] - The demand for smart devices with advanced biometric security features is gaining traction as enterprises enhance security measures [3] - The proliferation of smartphones and tablets is driven by expanding screen sizes, better displays, and enhanced storage capabilities, supported by faster mobile processors [4] AI and Technology Integration - The infusion of AI into personal computers is expected to boost demand, with the addition of neural processing units (NPUs) driving interest in AI-enabled devices [5] - Canalys projects that AI-capable PC shipments will constitute 50% of total PC shipments by 2026, presenting significant growth opportunities for industry participants [5] Industry Performance - The Zacks Computer – Micro Computers industry ranks 190, placing it in the bottom 22% of over 250 Zacks industries, indicating a dull prospect [6] - The industry has underperformed compared to the broader Zacks Computer and Technology sector and the S&P 500, returning 9% over the past year compared to the S&P 500's 19.6% and the sector's 27.4% [10] Valuation Metrics - The industry is currently trading at a forward 12-month P/E ratio of 31.06X, higher than the S&P 500's 23.30X and the sector's 29.55X [13] - Over the past five years, the industry's P/E ratio has ranged from a high of 31.48X to a low of 26.24X, with a median of 27.69X [13] Company Highlights - **One Stop Systems**: This company focuses on high-performance compute and storage hardware for AI and machine learning applications, with a Zacks Rank of 2 (Buy). It has seen a stock appreciation of 113.4% in a year [17][19] - **Dell Technologies**: With a Zacks Rank of 3 (Hold), Dell is benefiting from strong demand for AI servers and ongoing digital transformation. The company has a steady earnings estimate of $9.89 per share for fiscal 2026 and a stock appreciation of 11% in a year [22][24] - **Apple**: Also holding a Zacks Rank of 3, Apple's prospects are bolstered by strong iPhone sales and a growing services segment. The earnings estimate for fiscal 2025 has increased to $8.11 per share, with a stock increase of 9% over the past year [27][29]

Core Viewpoint - U.S. stock futures are trading lower, with several companies making headlines due to significant stock movements following recent announcements and earnings reports [1] Group 1: Company Announcements - Oriental Rise Holdings Ltd. announced a nonbinding letter of intent to acquire a controlling stake in Hubei Daguan Tea Industry Group, leading to a 47.5% increase in its share price to $1.80 in after-hours trading [1] - Vanda Pharmaceuticals Inc. received FDA approval for NEREUS (tradipitant), resulting in a 20.2% surge in its share price to $8.45 in after-hours trading [1] - One Stop Systems Inc. agreed to sell all assets of Bressner Technology GmbH for $22.4 million, while also lowering its FY2025 sales guidance due to the discontinuation of Bressner, leading to a 1.7% increase in its share price to $7.27 in after-hours trading [1] Group 2: Earnings Reports - Ellomay Capital Ltd. reported third-quarter earnings of 93 cents per share, up from 52 cents per share in the previous year, with sales increasing to $14.944 million from $13.555 million, resulting in a 16.6% rise in its share price to $26.20 [1] - FuelCell Energy Inc. filed for a common stock offering of up to $200 million, causing a 5% decline in its share price to $7.54 in after-hours trading [1]

Core Insights - The company is experiencing strong growth in both defense and commercial sectors, with a significant increase in revenue and positive operating leverage [4][14][16] - A robust pipeline and strategic actions taken in 2023 and 2024 are expected to drive continued growth and profitability into 2026 [3][13][21] Financial Performance - Consolidated revenue for Q3 2025 reached $18.8 million, a 36.9% increase year-over-year, driven by higher revenues in both One Stop Systems, Inc. and Bresner segments [16][14] - Gross margin improved to 35.7% in Q3 2025, up from 32% in the prior year, with One Stop Systems, Inc. segment gross margin at 45.6% [16][17] - The company reported a GAAP net income of $300,000 or $0.01 per diluted share, compared to a net loss of $6.8 million in the prior year [18][19] Strategic Developments - The company has strengthened its leadership team and launched a multiyear strategic plan to enhance its market position [3][4] - Increased R&D investments are being made to capitalize on emerging opportunities in AI, machine learning, and sensor fusion [8][12] Market Opportunities - The company is expanding its relationships with key customers in both defense and commercial markets, including a notable partnership in medical imaging valued at over $25 million [5][6] - There is a growing demand for high-performance compute solutions in the commercial aerospace sector, with an expected contribution of approximately $6 million in revenue over the next three years [6][8] Future Outlook - The company raised its full-year 2025 revenue guidance to a range of $63 million to $65 million, reflecting stronger-than-expected bookings [13][20] - The One Stop Systems, Inc. segment is expected to achieve revenue growth of 22% to 30% in 2025, with positive EBITDA anticipated [21][42]

分组1 - One Stop Systems, Inc. reported quarterly earnings of $0.03 per share, exceeding the Zacks Consensus Estimate of $0.01 per share, compared to a loss of $0.3 per share a year ago, representing an earnings surprise of +200.00% [1] - The company posted revenues of $18.76 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 15.78%, and compared to year-ago revenues of $13.7 million [2] - One Stop Systems shares have increased approximately 40.9% since the beginning of the year, outperforming the S&P 500's gain of 15.1% [3] 分组2 - The current consensus EPS estimate for the coming quarter is $0.04 on $17.8 million in revenues, and -$0.08 on $60.3 million in revenues for the current fiscal year [7] - The Zacks Industry Rank for Electronics - Miscellaneous Products is currently in the top 23% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Company Performance - KLA reported quarterly earnings of $8.81 per share, exceeding the Zacks Consensus Estimate of $8.55 per share, and up from $7.33 per share a year ago, representing an earnings surprise of +3.04% [1] - The company posted revenues of $3.21 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.72%, and an increase from $2.84 billion year-over-year [2] - KLA has consistently surpassed consensus EPS estimates over the last four quarters [2] Stock Performance - KLA shares have increased approximately 91.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 17.2% [3] - The current Zacks Rank for KLA is 2 (Buy), indicating expectations for the stock to outperform the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $8.55 on revenues of $3.16 billion, and for the current fiscal year, it is $34.83 on revenues of $12.9 billion [7] - The trend of estimate revisions for KLA was favorable ahead of the earnings release, which may influence future stock movements [5][6] Industry Context - KLA operates within the Electronics - Miscellaneous Products industry, which is currently ranked in the top 20% of over 250 Zacks industries, suggesting a positive outlook for the sector [8] - The performance of KLA's stock may also be influenced by the overall industry outlook [8]

Company Overview - Kimball Electronics (KE) shares increased by 5.8% to $33.13 in the last trading session, with a notable trading volume, and have gained 14.2% over the past four weeks [1] - The company is experiencing improved margins, consistent positive cash flow, a strategic focus on the Medical CMO segment, and enhanced capacity utilization [1] Earnings Expectations - Kimball Electronics is projected to report quarterly earnings of $0.27 per share, reflecting a year-over-year increase of 22.7% [2] - Expected revenues for the upcoming quarter are $352 million, which is a decrease of 6% compared to the same quarter last year [2] Stock Performance and Trends - The consensus EPS estimate for Kimball Electronics has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [3] - The stock currently holds a Zacks Rank of 1 (Strong Buy), suggesting strong market confidence [3] Industry Comparison - Kimball Electronics is part of the Zacks Electronics - Miscellaneous Products industry, where another company, One Stop Systems, Inc. (OSS), has also shown positive performance with a 3% increase to $6.79 and a 26.7% return over the past month [3] - One Stop Systems has an unchanged consensus EPS estimate of $0.01, representing a year-over-year change of 103.3%, and holds a Zacks Rank of 2 (Buy) [4]