In the latest trading session, Axcelis Technologies (ACLS) closed at $82.29, marking a -1.15% move from the previous day. This change lagged the S&P 500's daily gain of 0.23%. At the same time, the Dow added 0.34%, and the tech-heavy Nasdaq gained 0.8%. Shares of the semiconductor services company have depreciated by 13.91% over the course of the past month, underperforming the Computer and Technology sector's gain of 6.04%, and the S&P 500's gain of 3.57%.Investors will be eagerly watching for the performa ...

Ultra Clean Holdings (UCTT) came out with quarterly earnings of $0.28 per share, beating the Zacks Consensus Estimate of $0.24 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 chipmaking equipment services company would post earnings of $0.27 per share when it actually produced earnings of $0.27, delivering no surprise.Over the last ...

Group 1 - Axcelis Technologies (ACLS) is outperforming the Computer and Technology sector with a year-to-date return of 39%, compared to the sector's average gain of 21.2% [4] - The Zacks Rank for Axcelis Technologies is 1 (Strong Buy), indicating strong potential for future performance [3] - Over the past 90 days, the Zacks Consensus Estimate for ACLS' full-year earnings has increased by 31.2%, reflecting improved analyst sentiment [4] Group 2 - Axcelis Technologies is part of the Electronics - Manufacturing Machinery industry, which has an average loss of 4.7% this year, highlighting ACLS's superior performance [6] - Another notable stock in the Computer and Technology sector is KANZHUN LIMITED Sponsored ADR (BZ), which has returned 70.3% year-to-date and also holds a Zacks Rank of 1 (Strong Buy) [5] - The Internet - Software industry, to which KANZHUN LIMITED belongs, has gained 22.3% this year, indicating a positive trend within that segment [7]

Group 1 - KANZHUN LIMITED Sponsored ADR (BZ) is part of the Computer and Technology sector, which includes 605 companies and ranks 4 in the Zacks Sector Rank [2] - The Zacks Rank system indicates that KANZHUN LIMITED Sponsored ADR has a current Zacks Rank of 1 (Strong Buy), with a 3.8% increase in the consensus earnings estimate over the past 90 days [3] - Year-to-date, KANZHUN LIMITED Sponsored ADR has returned 73.9%, significantly outperforming the average gain of 16.8% in the Computer and Technology sector [4] Group 2 - KANZHUN LIMITED Sponsored ADR belongs to the Internet - Software industry, which consists of 173 companies and currently ranks 76 in the Zacks Industry Rank, with an average gain of 22.7% this year [5] - In contrast, Axcelis Technologies, another stock in the Computer and Technology sector, has a year-to-date return of 18.9% and is part of the Electronics - Manufacturing Machinery industry, which has declined by 15.4% this year [4][6] - Both KANZHUN LIMITED Sponsored ADR and Axcelis Technologies are expected to continue their strong performance in the market [6]

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]

Company Performance - Kulicke and Soffa (KLIC) reported quarterly earnings of $0.07 per share, exceeding the Zacks Consensus Estimate of $0.06 per share, but down from $0.35 per share a year ago, representing an earnings surprise of +16.67% [1] - The company posted revenues of $148.41 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.35%, but down from $181.65 million year-over-year [2] - Over the last four quarters, Kulicke and Soffa has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Performance - Kulicke and Soffa shares have declined approximately 30.7% since the beginning of the year, contrasting with the S&P 500's gain of 7.1% [3] - The current consensus EPS estimate for the upcoming quarter is $0.12 on revenues of $155.6 million, and for the current fiscal year, it is $0.09 on revenues of $628.6 million [7] Industry Outlook - The Electronics - Manufacturing Machinery industry, to which Kulicke and Soffa belongs, is currently ranked in the bottom 9% of over 250 Zacks industries, indicating a challenging environment [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Kulicke and Soffa's stock performance [5]

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]

Financial Performance - Entegris reported quarterly earnings of $0.66 per share, exceeding the Zacks Consensus Estimate of $0.65 per share, but down from $0.71 per share a year ago, representing an earnings surprise of +1.54% [1] - The company posted revenues of $792.4 million for the quarter, surpassing the Zacks Consensus Estimate by 3.34%, but down from $812.65 million year-over-year [2] - Over the last four quarters, Entegris has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Performance and Outlook - Entegris shares have declined approximately 6.3% since the beginning of the year, while the S&P 500 has gained 8.3% [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 those expectations [4] - The current consensus EPS estimate for the next quarter is $0.75 on revenues of $820.04 million, and for the current fiscal year, it is $2.94 on revenues of $3.26 billion [7] Industry Context - The Electronics - Manufacturing Machinery industry, to which Entegris belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Entegris's stock performance [5][6]