The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Advantest Corp. (ATEYY) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Advantest Corp. is a member of the Computer and Technology sector. This group includes 611 individual stocks and currently holds a Zacks Sector Rank of #3. The Zacks Sector Rank considers 16 different sector groups. The ...

Core Insights - The Zacks Equity Research team has highlighted several stocks, including Broadcom Inc., Oracle Corp., Mastercard Inc., Geospace Technologies Corp., and Gencor Industries, Inc., in their Analyst Blog [1][2] Group 1: Broadcom Inc. (AVGO) - Broadcom's shares have outperformed the Zacks Electronics - Semiconductors industry over the past year, with a growth of +62.1% compared to the industry’s +49.5% [4] - The company anticipates first-quarter fiscal 2026 AI revenues to double to $8.2 billion, driven by strong demand for networking products and custom AI accelerators [5] - The acquisition of VMware has positively impacted its infrastructure software solutions, although gross margin is expected to contract sequentially due to high debt levels [6] Group 2: Oracle Corp. (ORCL) - Oracle's shares have outperformed the Zacks Computer - Software industry over the past year, with a growth of +16.4% compared to the industry’s +2.7% [7] - The cloud infrastructure business is experiencing accelerating revenue growth, supported by strategic partnerships and competitive pricing [8] - However, competition from hyperscalers and the transition from license revenue to subscription models may pressure margins and create near-term earnings volatility [9] Group 3: Mastercard Inc. (MA) - Mastercard's shares have declined -3.1% over the past year, while the Zacks Financial Transaction Services industry has seen a decline of -16.4% [10] - The company expects adjusted operating expenses to grow at the high end of mid-teens YoY in 2025, driven by increased investments [10] - Despite challenges, acquisitions and collaborations are expanding addressable markets, with net revenues rising 16% YoY in the first nine months of 2025 [11] Group 4: Geospace Technologies Corp. (GEOS) - Geospace Technologies has outperformed the Zacks Electronics - Measuring Instruments industry over the past year, with a growth of +82.7% compared to the industry’s +32.5% [13] - The Smart Water segment is a core growth driver, achieving 10.4% revenue growth in fiscal 2025 due to rising adoption of Hydroconn and Aquana [14] - However, the company faces near-term execution and margin risks, particularly in its Energy Solutions segment [15] Group 5: Gencor Industries, Inc. (GENC) - Gencor Industries' shares have declined -13.6% over the past year, while the Zacks Manufacturing - Thermal Products industry has declined -39% [16] - The company has experienced a sharp backlog decline, reducing near-term visibility, and faces challenges with obsolete inventory reserves and lower R&D spending [16] - Despite these risks, Gencor has a strong balance sheet with $136.3 million in cash and no debt, providing flexibility for future investments [17]

Core Viewpoint - Camtek (CAMT) shares experienced an 8.6% increase, closing at $144.38, driven by strong demand in AI and HPC, along with capacity expansion in HBM and shifts in packaging towards OSATs [1] Group 1: Stock Performance - Camtek's stock has gained 28.9% over the past four weeks, indicating strong market interest [1] - The stock's recent trading session saw a higher-than-average volume of shares exchanged, reflecting increased investor activity [1] Group 2: Earnings Expectations - Camtek is projected to report quarterly earnings of $0.83 per share, representing a year-over-year increase of 7.8% [2] - Expected revenues for the upcoming quarter are $127.21 million, which is an 8.5% increase compared to the same quarter last year [2] Group 3: Earnings Estimate Trends - The consensus EPS estimate for Camtek has remained unchanged over the last 30 days, suggesting stability in earnings expectations [4] - Historical data indicates that trends in earnings estimate revisions are closely linked to short-term stock price movements, highlighting the importance of monitoring these trends [3] Group 4: Industry Context - Camtek operates within the Zacks Electronics - Measuring Instruments industry, which includes other companies like inTest Corporation (INTT) [4] - inTest's stock also saw an 8.9% increase, closing at $8.72, with a return of 8.5% over the past month [4]

Company Overview - inTest Corporation (INTT) shares increased by 8.9% to close at $8.72, with notable trading volume exceeding typical levels [1] - The stock has gained 8.5% over the past four weeks, driven by record order growth, backlog expansion, and strong demand in the auto/EV and defense sectors [1] Earnings Expectations - The company is projected to report quarterly earnings of $0.16 per share, reflecting a year-over-year decline of 30.4% [2] - Expected revenues are $31.74 million, down 13.3% from the same quarter last year [2] Earnings Estimate Trends - The consensus EPS estimate for inTest has remained unchanged over the last 30 days, indicating a lack of upward revisions which typically correlate with stock price movements [3] - Monitoring inTest's performance is essential to determine if the recent stock price increase can sustain momentum [3] Industry Context - inTest is part of the Zacks Electronics - Measuring Instruments industry, which includes Keysight (KEYS) [4] - Keysight's stock rose by 2.4% to $214.5, with a 5.5% return over the past month, and it has a consensus EPS estimate of $1.99, representing a 9.3% increase year-over-year [5]

Company Performance - Camtek (CAMT) closed at $106.35, reflecting a -2.08% change from the previous day, underperforming the S&P 500, which fell by 0.74% [1] - Over the past month, Camtek's shares have decreased by 2.07%, while the Computer and Technology sector gained 0.14% and the S&P 500 increased by 0.79% [2] Earnings Expectations - Analysts anticipate Camtek will report earnings of $0.83 per share, indicating a year-over-year growth of 7.79%. Revenue is expected to reach $127.21 million, up 8.46% from the same quarter last year [3] - For the full year, earnings are projected at $3.21 per share and revenue at $495.14 million, reflecting increases of +13.43% and +15.36% respectively from the previous year [4] Analyst Sentiment - Recent revisions to analyst estimates for Camtek suggest positive sentiment regarding the company's business and profitability, as these revisions are correlated with near-term share price momentum [5][4] - Camtek currently holds a Zacks Rank of 3 (Hold), with a recent 0.14% rise in the Zacks Consensus EPS estimate [6] Valuation Metrics - Camtek's Forward P/E ratio stands at 33.86, which is lower than the industry average of 44.66 [6] - The company has a PEG ratio of 2.17, compared to the industry average PEG ratio of 2.06 [7] Industry Context - The Electronics - Measuring Instruments industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 108, placing it in the top 44% of over 250 industries [8]

Core Viewpoint - Camtek's stock performance has been relatively weak compared to major indices, but it has shown resilience over the past month with a positive trend in share price [1][2]. Financial Performance - Upcoming financial results are expected to show an EPS of $0.83, reflecting a 7.79% increase year-over-year, with projected revenue of $127.21 million, up 8.46% from the same quarter last year [3]. - For the full year, earnings are projected at $3.21 per share and revenue at $495.14 million, indicating increases of 13.43% and 15.36% respectively compared to the previous year [4]. Analyst Sentiment - Recent upward revisions in analyst estimates suggest a positive outlook for Camtek's business operations and profitability [5]. - The Zacks Rank system currently rates Camtek as 3 (Hold), with a slight increase of 0.14% in the consensus EPS projection over the past 30 days [7]. Valuation Metrics - Camtek is trading at a Forward P/E ratio of 32.15, which is lower than the industry average of 42.39, indicating a potential discount [8]. - The company has a PEG ratio of 2.06, compared to the industry average of 1.97, suggesting that while the stock may be undervalued based on P/E, it is slightly higher when considering growth expectations [9]. Industry Context - The Electronics - Measuring Instruments industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 99, placing it in the top 41% of over 250 industries, indicating strong performance potential [10].

Core Insights - Keysight (KEYS) reported quarterly earnings of $1.91 per share, exceeding the Zacks Consensus Estimate of $1.85 per share, and up from $1.65 per share a year ago, representing an earnings surprise of +3.24% [1] - The company achieved revenues of $1.42 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 2.07%, and an increase from $1.29 billion year-over-year [2] - Keysight has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The earnings surprise for the previous quarter was +2.38%, with actual earnings of $1.72 per share compared to an expected $1.68 per share [1] - The current consensus EPS estimate for the upcoming quarter is $1.86, with projected revenues of $1.4 billion, and for the current fiscal year, the EPS estimate is $7.78 on revenues of $5.79 billion [7] Stock Performance and Outlook - Keysight shares have increased approximately 7.5% since the beginning of the year, while the S&P 500 has gained 12.3% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future due to unfavorable estimate revisions prior to the earnings release [6] Industry Context - The Electronics - Measuring Instruments industry, to which Keysight belongs, is currently ranked in the bottom 11% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Keysight's stock performance [5]

Core Insights - Camtek (CAMT) reported quarterly earnings of $0.82 per share, exceeding the Zacks Consensus Estimate of $0.80 per share, and up from $0.75 per share a year ago [1][2] - The company achieved revenues of $125.99 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.75% and increasing from $112.34 million year-over-year [3] - Camtek's stock has increased approximately 47.5% since the beginning of the year, significantly outperforming the S&P 500's gain of 14.4% [4] Earnings Performance - The earnings surprise for the recent quarter was +2.50%, and the company has surpassed consensus EPS estimates three times over the last four quarters [2] - The current consensus EPS estimate for the upcoming quarter is $0.81, with expected revenues of $126.25 million, and for the current fiscal year, the estimate is $3.18 on revenues of $493.28 million [8] Industry Context - Camtek operates within the Zacks Electronics - Measuring Instruments industry, which is currently ranked in the top 38% of over 250 Zacks industries [9] - The industry has shown strong performance, with the top 50% of Zacks-ranked industries outperforming the bottom 50% by a factor of more than 2 to 1 [9] Future Outlook - The company's near-term stock movements will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [4][5] - The current Zacks Rank for Camtek is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [7]

Core Insights - inTest Corporation (INTT) reported a quarterly loss of $0.02 per share, missing the Zacks Consensus Estimate of $0.04, and a decline from earnings of $0.10 per share a year ago, resulting in an earnings surprise of -150.00% [1] - The company posted revenues of $26.24 million for the quarter ended September 2025, which was 10.34% below the Zacks Consensus Estimate and down from $30.27 million year-over-year [2] - The stock has underperformed the market, gaining about 0.7% year-to-date compared to the S&P 500's gain of 15.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.12 on revenues of $31.74 million, and for the current fiscal year, it is $0.08 on revenues of $115.76 million [7] - The estimate revisions trend for inTest was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Electronics - Measuring Instruments industry, to which inTest belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Another company in the same industry, Camtek (CAMT), is expected to report quarterly earnings of $0.80 per share, reflecting a year-over-year increase of 6.7%, with revenues projected at $125.05 million, up 11.3% from the previous year [9][10]

Core Insights - Camtek's stock price decreased by 3.55% to $110.05, underperforming compared to the S&P 500's loss of 2.71% [1] - Over the past month, Camtek's shares have increased by 35.66%, significantly outperforming the Computer and Technology sector's gain of 6.22% and the S&P 500's gain of 3.5% [2] Financial Performance Expectations - Camtek is expected to report earnings of $0.8 per share, reflecting a year-over-year growth of 6.67%, with projected revenue of $125.05 million, indicating an 11.31% increase from the same quarter last year [3] - For the entire fiscal year, earnings are projected at $3.18 per share and revenue at $493.28 million, representing increases of 12.37% and 14.92% respectively from the prior year [4] Analyst Sentiment and Valuation - Recent changes in analyst estimates suggest a positive outlook for Camtek, indicating optimism about business and profitability [4] - Camtek currently holds a Zacks Rank of 3 (Hold), with a Forward P/E ratio of 35.86, which is lower than the industry average of 43.7 [6] - The company has a PEG ratio of 2.69, compared to the industry average of 2.4, indicating a reasonable valuation relative to projected earnings growth [7] Industry Context - The Electronics - Measuring Instruments industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 97, placing it in the top 40% of over 250 industries [7] - Research indicates that industries in the top 50% outperform those in the bottom half by a factor of 2 to 1 [8]