For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Has KANZHUN LIMITED Sponsored ADR (BZ) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question.KANZHUN LIMITED Sponsored ADR is a member of our Computer and Technology group, which includes 605 different companies and curre ...

Company Performance - Axcelis Technologies (ACLS) has returned 16.3% year-to-date, outperforming the average gain of 12.4% in the Computer and Technology sector [4] - The Zacks Consensus Estimate for ACLS' full-year earnings has increased by 31.2% in the past quarter, indicating improved analyst sentiment and a more positive earnings outlook [4] - Axcelis Technologies holds a Zacks Rank of 1 (Strong Buy), suggesting strong potential for future performance [3] Industry Context - Axcelis Technologies is part of the Electronics - Manufacturing Machinery industry, which currently ranks 102 in the Zacks Industry Rank and has seen an average loss of 11.7% year-to-date [6] - In contrast, F5 Networks, another outperforming stock in the Computer and Technology sector, is part of the Internet - Software industry, which has gained 19.5% since the beginning of the year [7] - The Computer and Technology sector as a whole is ranked 4 among 16 different groups in the Zacks Sector Rank [2]

Company Overview - Allegro MicroSystems, Inc. (ALGM) is part of the Computer and Technology sector, which consists of 605 individual stocks and holds a Zacks Sector Rank of 6 [2] - The company currently has a Zacks Rank of 2 (Buy), indicating a favorable outlook based on earnings estimates and revisions [3] Performance Analysis - ALGM has achieved a year-to-date return of approximately 40.5%, significantly outperforming the average gain of 12.7% in the Computer and Technology sector [4] - Within the Electronics - Semiconductors industry, which includes 44 companies, ALGM is ranked 165 and has outperformed the industry's average gain of 19% this year [6] Comparative Analysis - Another notable stock in the Computer and Technology sector is Axcelis Technologies (ACLS), which has returned 13.8% year-to-date and has a Zacks Rank of 1 (Strong Buy) [5] - The Electronics - Manufacturing Machinery industry, to which Axcelis belongs, has seen a decline of 22.4% year-to-date, contrasting with the performance of ALGM [7]

Kulicke and Soffa (KLIC) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.35 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +16.67%. A quarter ago, it was expected that this semiconductor equipment maker would post earnings of $0.19 per share when it actually produced a loss of $0.52, delivering a surprise of -373.68%. Over the last ...

Group 1 - Axcelis Technologies reported quarterly earnings of $1.13 per share, exceeding the Zacks Consensus Estimate of $0.73 per share, but down from $1.55 per share a year ago, resulting in an earnings surprise of +54.79% [1] - The company achieved revenues of $194.54 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.07%, although this is a decrease from year-ago revenues of $256.51 million [2] - Over the last four quarters, Axcelis has consistently surpassed consensus EPS and revenue estimates [2] Group 2 - The stock's immediate price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - Year-to-date, Axcelis shares have increased by about 1.5%, underperforming the S&P 500's gain of 7.6% [3] - The current consensus EPS estimate for the upcoming quarter is $0.73 on revenues of $185.8 million, and for the current fiscal year, it is $3.29 on revenues of $751.1 million [7] Group 3 - The Zacks Industry Rank indicates that the Electronics - Manufacturing Machinery sector is currently in the bottom 27% of over 250 Zacks industries, which may impact stock performance [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5][6]

Group 1: Earnings Performance - Cohu reported quarterly earnings of $0.02 per share, exceeding the Zacks Consensus Estimate of a loss of $0.02 per share, representing an earnings surprise of +200.00% [1] - The company posted revenues of $107.68 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.59% and showing an increase from $104.7 million year-over-year [2] - Over the last four quarters, Cohu has surpassed consensus EPS estimates two times and topped consensus revenue estimates twice [2] Group 2: Stock Performance and Outlook - Cohu shares have declined approximately 28.9% since the beginning of the year, contrasting with the S&P 500's gain of 8.2% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $0.05 on revenues of $116.5 million, and for the current fiscal year, it is $0.11 on revenues of $435.6 million [7] Group 3: Industry Context - The Electronics - Manufacturing Machinery industry, to which Cohu belongs, is currently ranked in the bottom 25% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Cohu's stock performance [5][6]

Entegris (ENTG) came out with quarterly earnings of $0.66 per share, beating the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.71 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of +1.54%. A quarter ago, it was expected that this maker of equipment used in chip manufacturing would post earnings of $0.69 per share when it actually produced earnings of $0.67, delivering a surprise of -2.9%. Over the ...

Company Performance - Ultra Clean Holdings (UCTT) reported quarterly earnings of $0.27 per share, matching the Zacks Consensus Estimate, but down from $0.32 per share a year ago [1] - The company posted revenues of $518.8 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 3.45% and slightly up from $516.1 million year-over-year [2] - Over the last four quarters, Ultra Clean has surpassed consensus revenue estimates three times [2] Stock Movement and Outlook - Ultra Clean shares have declined approximately 33.4% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [3] - The company's earnings outlook is crucial for understanding future stock performance, with current consensus EPS estimates at $0.19 for the upcoming quarter and $0.99 for the current fiscal year [7] Industry Context - The Electronics - Manufacturing Machinery industry, to which Ultra Clean belongs, is currently ranked in the top 39% of over 250 Zacks industries, indicating a favorable position [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Ultra Clean's stock performance [5]

Company Performance - Axcelis Technologies (ACLS) ended the recent trading session at $67.93, showing a -4% change from the previous day's closing price, which is a lag compared to the S&P 500's daily loss of 0.27% [1] - Over the past month, shares of Axcelis have appreciated by 12.57%, outperforming the Computer and Technology sector's gain of 11.99% and the S&P 500's gain of 6.9% [1] Upcoming Earnings - The upcoming earnings release is expected to report an EPS of $0.73, which is a decrease of 52.9% from the prior-year quarter [2] - The Zacks Consensus Estimate for revenue is projecting net sales of $185.2 million, down 27.8% from the year-ago period [2] Full Year Projections - For the full year, the Zacks Consensus Estimates project earnings of $3.29 per share and revenue of $751.1 million, representing changes of -46.5% and -26.21%, respectively, from the prior year [3] Analyst Estimates - Recent modifications to analyst estimates for Axcelis Technologies are important as they indicate changing near-term business trends, with positive revisions signaling optimism about the business outlook [4] Zacks Rank and Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Axcelis Technologies at 3 (Hold), with the consensus EPS projection remaining stagnant over the past 30 days [6] - Historically, 1 ranked stocks have generated an average annual return of +25% since 1988 [6] Valuation Metrics - Axcelis Technologies is trading at a Forward P/E ratio of 21.51, which is a discount compared to the industry average Forward P/E of 21.87 [7] - The company has a PEG ratio of 3.92, while the Electronics - Manufacturing Machinery industry had an average PEG ratio of 1.78 [7] Industry Context - The Electronics - Manufacturing Machinery industry is part of the Computer and Technology sector and currently holds a Zacks Industry Rank of 226, placing it in the bottom 9% of all 250+ industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Group 1 - Investors in Veeco Instruments Inc. (VECO) should monitor the stock closely due to significant activity in the options market, particularly the Dec. 19, 2025 $15 Call, which has high implied volatility [1] - Implied volatility indicates the market's expectation of future price movement, suggesting that investors anticipate a significant price change or an upcoming event that could lead to a major rally or sell-off [2] - Currently, Veeco Instruments holds a Zacks Rank 3 (Hold) in the Electronics - Manufacturing Machinery industry, which is in the bottom 6% of the Zacks Industry Rank [3] Group 2 - Over the past 30 days, no analysts have increased earnings estimates for the current quarter, while two have lowered their estimates, resulting in a decrease in the Zacks Consensus Estimate from 34 cents per share to 22 cents [3] - The high implied volatility may indicate a developing trading opportunity, as options traders often seek to sell premium on options with high implied volatility to capture decay [4]