Core Insights - Astera Labs (ALAB) is expected to report fourth-quarter 2025 results on February 10, with projected revenues between $245 million and $253 million, indicating a 6% to 10% increase from the previous quarter [2] - The earnings per share (EPS) is anticipated to be approximately 51 cents, reflecting a 37.84% growth compared to the same quarter last year [3] Revenue and Earnings Expectations - The Zacks Consensus Estimate for fourth-quarter 2025 revenues is currently at $249.79 million, which represents a 77.03% increase from the year-ago quarter [2] - ALAB's earnings have consistently exceeded the Zacks Consensus Estimate in the past four quarters, with an average earnings surprise of 29.79% [3] Growth Drivers - The revenue growth for Astera Labs in Q4 2025 is likely driven by increasing demand for AI servers and data center infrastructure, particularly across its product lines: Aries, Scorpio, and Taurus [4] - The Aries product line, especially the PCIe Gen 6 smart retimers, is expected to significantly contribute to growth, with over 20% of third-quarter revenues coming from this segment [5] - Scorpio P-Series fabric switches are anticipated to maintain robust demand, contributing to revenue growth, while initial shipments of Scorpio X-Series solutions will also support this growth [6] - Taurus smart cable modules are expected to see strong demand for their 400-Gig designs, which are essential for AI scale-out connectivity [7] Competitive Landscape - Astera Labs faces stiff competition from companies like Credo Technology, Marvell Technology, and Broadcom, which are also expanding their product offerings in the connectivity space [8][16] - Marvell Technology's recent acquisition of Celestial AI enhances its capabilities in scale-up optical connectivity for large-scale AI deployments [17] - Broadcom has reported a 65% year-over-year increase in AI revenue, reaching $20 billion, driven by demand for AI semiconductors and infrastructure software [17] Financial Metrics - Research and development expenses surged by 55.8% year-over-year to $78.9 million in Q3 2025, with non-GAAP operating expenses expected to rise to approximately $85 million to $90 million in Q4 2025 [8][9] - Non-GAAP gross margins are projected to decline to around 75% in Q4 2025, down from 76.4% in Q3, due to a higher mix of lower-margin Taurus hardware modules [9] Stock Performance and Valuation - Astera Labs shares have declined by 19.7% over the past six months, underperforming the broader Zacks Computer and Technology sector, which returned 10.6% [10] - The stock is currently trading at a forward Price/Sales ratio of 20.34X, significantly higher than the industry average of 4.04X, indicating a stretched valuation [13]

Key Takeaways JKHY shares rose 4.7% in extended trading as Q2 fiscal 2026 earnings of $1.72 per share beat estimates.JKHY posted 7.9% revenue growth, with Services and Processing segments driving gains and margins expanding.JKHY lifted fiscal 2026 guidance, raising GAAP revenue, operating margin and earnings outlook.Jack Henry & Associates, Inc. (JKHY) shares gained 4.7% during Tuesday’s extended trading session after the company reported better-than-expected second-quarter fiscal 2026 results. The company ...

Key Takeaways Amdocs posted Q1 EPS of $1.81, topping estimates and rising 9% year over year.Revenues grew 4.1% YOY to $1.156B and surpassed the consensus mark.FY2026 outlook calls for 1.5-5.5% revenue growth and 4-8% EPS expansion.Amdocs Limited (DOX) shares gained 4% during Tuesday’s extended trading session after the company reported better-than-expected first-quarter fiscal 2026 results. DOX’s non-GAAP earnings of $1.81 per share came above the midpoint of management’s guidance of $1.73-$1.79 and increas ...

Key Takeaways LOGI posted Q3 EPS of $1.93, up 21% Y/Y, while revenues grew 6% to $1.42B, topping estimates.Logitech saw solid growth in gaming, video collaboration, keyboards and pointing devices.Logitech guided Q4 revenues in the range of $1.07-$1.09B, implying 6-8% Y/Y reported growth.Logitech International S.A. (LOGI) reported third-quarter fiscal 2026 non-GAAP earnings of $1.93 per share, which beat the Zacks Consensus Estimate by 7.8%. The bottom line increased 21% on a year-over-year basis.In the thir ...

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores. What a ...

Core Insights - Lantronix, Inc. (LTRX) is expanding into Edge AI-powered drones, positioning itself as a foundational compute partner for next-generation Unmanned Aerial Vehicle (UAV) programs across various markets [1][4] - The company is leveraging its new Drone Reference Platform to facilitate rapid development for drone OEMs, significantly reducing the time from concept to flight-ready prototype [1][4] Company Developments - The Drone Reference Platform is built around the Open-Q 8550 µSOM, utilizing Qualcomm's Dragonwing QCS8550 SoC for AI-class processing power, enabling real-time perception and autonomy [2][3] - Key features include a Linux-based software stack for quick AI model deployment, integration with Native FLIR Hadron 640 for video processing, and compatibility with Pixhawk + PX4 for reliable flight control [3] Market Position and Growth - Lantronix's entry into turnkey drone compute platforms enhances its role as a key supplier in defense, intelligence, and commercial UAV markets, moving beyond connectivity to provide critical compute and AI capabilities [4] - The global drones market is projected to grow from $9.29 billion in 2026 to $14.52 billion by 2031, reflecting a compound annual growth rate (CAGR) of 9.34% [4] Financial Outlook - For the second quarter of fiscal 2026, LTRX anticipates revenue between $28 million and $32 million, with a midpoint estimate of $30 million, and a projected non-GAAP EPS between 2 cents and 4 cents [5] Stock Performance - LTRX has a Zacks Rank of 3 (Hold) and its shares have increased by 46.6% over the past year, outperforming the Zacks Computer Networking industry's growth of 28.1% [6]

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market engagement and confidence [1] - The Zacks Style Scores serve as complementary indicators to the Zacks Rank, aiding in stock selection for potential market outperformance [2] Zacks Style Scores Overview - Stocks are rated A, B, C, D, or F based on value, growth, and momentum characteristics, with higher scores indicating better chances of outperforming the market [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score [3][4][5][6] Value Score - Focuses on identifying undervalued stocks using ratios like P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - Evaluates a company's financial strength and future outlook through projected and historical earnings, sales, and cash flow [4] Momentum Score - Targets stocks with upward or downward trends in price or earnings outlook, utilizing factors like one-week price change and monthly earnings estimate changes [5] VGM Score - Combines all three Style Scores to provide a comprehensive indicator for stock selection based on value, growth, and momentum [6] Zacks Rank Integration - The Zacks Rank is a proprietary model based on earnings estimate revisions, with 1 (Strong Buy) stocks achieving an average annual return of +23.9% since 1988, significantly outperforming the S&P 500 [7] - There are over 800 top-rated stocks available, making it essential to use Style Scores for effective stock selection [8] Investment Strategy - For optimal returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [9] - Stocks with a 3 (Hold) rank should also have A or B Scores to maximize upside potential [9] Earnings Estimate Revisions - The direction of earnings estimate revisions is crucial; stocks with lower ranks but high Style Scores may still face downward price pressure [10] Company Spotlight: Okta (OKTA) - Okta provides cloud-based identity solutions and is currently rated 3 (Hold) with a VGM Score of B [11] - The company has a Momentum Style Score of A, with shares increasing by 6.8% over the past four weeks and upward earnings estimate revisions for fiscal 2026 [12] - The Zacks Consensus Estimate for Okta has risen by $0.07 to $3.44 per share, with an average earnings surprise of +9.1% [12]

Core Insights - Zacks Premium provides tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum methodologies, helping investors identify stocks likely to outperform the market in the short term [2][3] - Stocks are rated from A to F, with A indicating the highest potential for outperformance [3] Value Score - The Value Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, and Price/Sales [3] Growth Score - The Growth Score assesses a company's financial health and future growth potential by analyzing earnings, sales, and cash flow [4] Momentum Score - The Momentum Score identifies trends in stock prices and earnings estimates, aiding investors in timing their stock purchases [5] VGM Score - The VGM Score combines the three Style Scores, providing a comprehensive rating based on value, growth, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to identify stocks with high return potential, with 1 (Strong Buy) stocks averaging a +23.93% annual return since 1988 [7][9] - There are typically over 800 stocks rated 1 or 2, making it essential to use Style Scores to narrow down choices [8] Stock Highlight: Ciena Corporation - Ciena Corporation (CIEN) is a leading provider of optical networking equipment and services, currently rated 2 (Buy) with a VGM Score of B [11] - CIEN has a Momentum Style Score of A, with shares increasing by 3.3% over the past four weeks [11] - The Zacks Consensus Estimate for CIEN's fiscal 2025 earnings has risen by $0.01 to $2.49 per share, with an average earnings surprise of +13.9% [12]

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores are designed to help investors identify stocks with the highest potential to outperform the market in the short term [2] Zacks Style Scores Overview - The Style Scores categorize stocks into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] - Value Score identifies undervalued stocks using financial ratios [3] - Growth Score emphasizes a company's financial health and future growth potential [4] - Momentum Score focuses on stocks with upward or downward price trends [5] - VGM Score combines all three styles to provide a comprehensive assessment of stocks [6] Zacks Rank and Style Scores Interaction - The Zacks Rank is a proprietary model that uses earnings estimate revisions to assist in stock selection [7] - Stocks rated 1 (Strong Buy) have historically outperformed the S&P 500 with an average annual return of +23.93% since 1988 [8] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal success [9] Stock Example: Infosys (INFY) - Infosys is currently rated 3 (Hold) with a VGM Score of B and a Momentum Style Score of B, having increased by 4.4% in the last four weeks [11] - Recent upward revisions in earnings estimates for fiscal 2026 have raised the Zacks Consensus Estimate by $0.03 to $0.80 per share, with an average earnings surprise of +1.3% [12] - Given its solid Zacks Rank and favorable Style Scores, Infosys is recommended for investors' consideration [12]

Core Insights - Oracle is set to report its second-quarter fiscal 2026 results on December 10, with total revenues expected to grow between 12% to 14% in constant currency and 14% to 16% in dollar terms at current exchange rates, with a consensus estimate of $16.15 billion, indicating a 14.84% increase year-over-year [1] Revenue and Earnings Expectations - Non-GAAP earnings per share are projected to be between $1.58 and $1.62 in constant currency, reflecting an 8-10% growth, and between $1.61 and $1.65 in USD, indicating a 10-12% growth, with a consensus estimate of $1.63 per share, showing a 10.88% increase from the previous year [2] Recent Performance and Trends - In the last reported quarter, Oracle had an earnings surprise of 0.00%, with mixed results over the past four quarters, including two misses and one beat [3] - The company has an Earnings ESP of 0.00% and a Zacks Rank of 3, indicating a neutral outlook for earnings [5] Strategic Developments - Oracle's $300 billion, five-year cloud computing agreement with OpenAI has positioned it as a key AI infrastructure provider, contributing to a 359% year-over-year increase in remaining performance obligations to $455 billion [7][8] - The company introduced significant AI initiatives, including Oracle AI Database 26ai and OCI Zettascale10, the largest AI supercomputer in the cloud, and expanded its partnership with Google Cloud [9][10] Competitive Landscape - Oracle faces intense competition in the cloud space, with Amazon, Microsoft, and Google holding a combined 62% market share in global enterprise cloud infrastructure services [15] - Despite Oracle's strong position in database management and ERP software, competitors are gaining traction in the cloud market [15] Valuation and Financial Considerations - Oracle's stock trades at a price-to-earnings ratio of 29.31, slightly above the industry average and significantly higher than its five-year median of 22.38, indicating a stretched valuation [16] - The company has over $105 billion in debt and projected capital expenditures of $35 billion for fiscal 2026, raising concerns about financial leverage and execution risks [10][19] Conclusion - While Oracle's AI infrastructure transformation shows potential, the premium valuation and execution risks suggest caution for investors, particularly in light of competitive pressures and balance sheet concerns [20]