IBM (IBM) came out with quarterly earnings of $2.65 per share, beating the Zacks Consensus Estimate of $2.44 per share. This compares to earnings of $2.3 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +8.61%. A quarter ago, it was expected that this technology and consulting company would post earnings of $2.64 per share when it actually produced earnings of $2.8, delivering a surprise of +6.06%.Over the last four quarters, t ...

A strong stock as of late has been Micron (MU) . Shares have been marching higher, with the stock up 25.6% over the past month. The stock hit a new 52-week high of $214.75 in the previous session. Micron has gained 145.7% since the start of the year compared to the 24.5% gain for the Zacks Computer and Technology sector and the 74.4% return for the Zacks Computer - Integrated Systems industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, having beaten the Zac ...

Company Performance - IonQ, Inc. closed at $72.41, reflecting a -6.63% change from the previous day, which is less than the S&P 500's daily gain of 0.4% [1] - Prior to the recent trading session, IonQ's shares had increased by 24.56%, outperforming the Computer and Technology sector's gain of 2.27% and the S&P 500's gain of 1.02% [1] Upcoming Earnings - IonQ is projected to report earnings of -$0.24 per share, indicating no growth from the prior-year quarter, with expected revenue of $27.02 million, representing a 117.86% increase compared to the year-ago quarter [2] - For the entire year, the Zacks Consensus Estimates forecast earnings of -$0.97 per share and revenue of $92.67 million, showing changes of +37.82% and +115.14%, respectively, compared to the previous year [3] Analyst Estimates and Rankings - Recent changes in analyst estimates for IonQ reflect near-term business trends, with positive revisions indicating analyst optimism regarding the company's business and profitability [3] - The Zacks Rank system, which assesses estimate changes, currently ranks IonQ at 3 (Hold), with the consensus EPS estimate remaining unchanged over the last 30 days [5] Industry Overview - The Computer - Integrated Systems industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 15, placing it in the top 7% of over 250 industries [6] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]

Core Insights - Hewlett Packard Enterprise (HPE) has seen a year-to-date increase of 14.3%, but this is significantly lower than the Zacks Computer - Integrated Systems industry's growth of 61.9%, prompting questions about whether to accumulate HPE shares or take profits [1][5] Valuation Metrics - HPE is currently trading at a forward price-to-sales ratio of 0.81, which is below the industry's ratio of 3.59, indicating a discounted valuation [2] - The Zacks Value Score for HPE is B, reflecting its attractive valuation relative to peers [2] Business Performance - HPE's Hybrid Cloud segment grew by 14.2% year-over-year, driven by the adoption of Alletra MP and the expansion of the GreenLake cloud platform [5][7] - The new Networking unit experienced a significant revenue increase of 54.3%, reaching $1.73 billion in the third quarter of fiscal 2025, aided by the acquisition of Juniper Networks [10] - HPE's GreenLake cloud product added 2,000 new users in the third quarter of fiscal 2025, bringing the total to 44,000 customers [8] Strategic Partnerships - HPE is enhancing its AI capabilities through partnerships with NVIDIA, Arista Networks, and Microsoft, which are expected to contribute positively to its revenue [11][12][13] - Collaborations with these companies are aimed at developing AI-driven solutions and expanding HPE's market reach [12][13] Financial Outlook - The Zacks Consensus Estimate for HPE's fiscal 2025 earnings is $1.90 per share, which has been revised upward recently [14] Challenges - HPE faces challenges from softening IT spending, higher interest rates, and inflation, which may impact its near-term prospects [15][18] - The company must navigate strong competition from major players like IBM, Dell, Cisco, and Microsoft across its business segments [17]

Investors interested in Computer - Integrated Systems stocks are likely familiar with Micron (MU) and Advanced Micro Devices (AMD) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings estimate revis ...

Advanced Micro Devices (AMD) closed the most recent trading day at $232.89, moving -1.13% from the previous trading session. This change lagged the S&P 500's daily loss of 0.28%. Meanwhile, the Dow lost 0.52%, and the Nasdaq, a tech-heavy index, lost 0.08%. Shares of the chipmaker witnessed a gain of 47.65% over the previous month, beating the performance of the Computer and Technology sector with its gain of 7.19%, and the S&P 500's gain of 4.03%.Analysts and investors alike will be keeping a close eye on ...

Core Viewpoint - Amer Movil (AMX) is currently outperforming the Computer and Technology sector, with a year-to-date return of 48.2% compared to the sector's average gain of 24.4% [4]. Company Performance - Amer Movil is ranked 3 in the Zacks Sector Rank among 606 companies in the Computer and Technology group [2]. - The Zacks Rank for Amer Movil is 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3]. - Over the past 90 days, the Zacks Consensus Estimate for Amer Movil's full-year earnings has increased by 2.3% [3]. Comparative Analysis - The Wireless Non-US industry, which includes Amer Movil, is ranked 98 in the Zacks Industry Rank and has an average year-to-date gain of 37.2% [5]. - In comparison, Micron (MU), another outperforming stock in the sector, has returned 133.5% year-to-date and has a Zacks Rank of 1 (Strong Buy) [4][5].

Key Takeaways Hewlett Packard Enterprise's AI Systems revenues hit a record $1.6B in Q3 fiscal 2025.AI system orders doubled sequentially, driven by sovereign and enterprise demand.HPE deepened its NVIDIA partnership and added Juniper's AI-native networking strength.Hewlett Packard Enterprise’s (HPE) AI Systems revenues hit $1.6 billion in the third quarter of fiscal 2025, which was also the all-time high since its introduction. The AI Systems revenues were propelled by the deployment of the GB200 System on ...

Core Insights - Micron Technology has launched its new Crucial LPCAMM2 memory for laptops, which operates at speeds up to 8,533 megatransfers per second (MT/s) and offers capacities of up to 64GB, utilizing LPDDR5X technology [1][10] - The LPCAMM2 memory is designed for AI-ready laptops and workstations, catering to heavy workloads such as AI tasks and multitasking, and has been developed in collaboration with major PC manufacturers like Lenovo and Dell [2][3] - Micron anticipates a significant increase in PC shipments in 2025 as users transition to AI-enabled systems, with a projected revenue growth of 42.4% to $53.22 billion in fiscal 2026 [3][4][10] Product and Market Position - The new LPCAMM2 memory represents a shift of Micron's AI memory technology from servers to personal computers, potentially creating a new revenue stream beyond high-bandwidth memory and DRAM [4] - Competitors such as Western Digital and Intel are also enhancing their product offerings to meet the rising demand for faster and more efficient hardware in AI PCs [5][7] Financial Performance and Valuation - Micron's shares have increased by 121.7% year-to-date, outperforming the Zacks Computer – Integrated Systems industry, which has grown by 64.2% [8] - The company trades at a forward price-to-sales ratio of 3.82, which is lower than the industry average of 4.4 [11] - The Zacks Consensus Estimate indicates a year-over-year earnings increase of 100% for fiscal 2026, with further growth of 12% expected in fiscal 2027 [14]

Group 1 - Advanced Micro Devices (AMD) shares increased by 23.7% to close at $203.71, with notable trading volume compared to typical sessions, and a 9% gain over the past four weeks [1] - AMD's focus on high-performance computing, particularly through its EPYC processors and Instinct GPUs, along with a multi-year 6 GW GPU deal with OpenAI, positions the company for significant growth in AI and data center markets [2] - The expected quarterly earnings for AMD are $1.17 per share, reflecting a year-over-year increase of 27.2%, with revenues projected at $8.71 billion, up 27.8% from the previous year [2] Group 2 - The consensus EPS estimate for AMD has been revised marginally lower over the last 30 days, indicating a negative trend in earnings estimate revisions, which typically does not lead to price appreciation [4] - AMD holds a Zacks Rank of 3 (Hold), indicating a neutral outlook, while another stock in the same industry, Agilysys, closed 3.7% higher at $108.77, but has returned -5.2% over the past month [4] - Agilysys' consensus EPS estimate remains unchanged at $0.39, representing a year-over-year change of +14.7%, and it also holds a Zacks Rank of 3 (Hold) [5]