Core Insights - TE Connectivity (TEL) shares increased by 3.4% to $244.13, following a period of 4.4% loss over the past four weeks, indicating a potential recovery in stock performance [1] - The company is experiencing growth in its Industrial Solutions segment, driven by strong demand for artificial intelligence (AI) and cloud applications [1] Earnings Expectations - TE Connectivity is projected to report quarterly earnings of $2.54 per share, reflecting a year-over-year increase of 30.3% [2] - Expected revenues for the upcoming quarter are $4.51 billion, which is a 17.5% increase compared to the same quarter last year [2] Earnings Estimate Revisions - The consensus EPS estimate for TE Connectivity has been slightly revised higher in the last 30 days, which typically correlates with stock price appreciation [3] - The stock currently holds a Zacks Rank of 2 (Buy), indicating positive market sentiment [3] Industry Comparison - TE Connectivity is part of the Zacks Electronics - Miscellaneous Components industry, where CTS (CTS) also operates [3] - CTS has a consensus EPS estimate of $0.6, unchanged over the past month, representing a year-over-year change of 13.2% [4] - CTS currently holds a Zacks Rank of 4 (Sell), contrasting with TE Connectivity's stronger position [4]

A strong stock as of late has been TTM Technologies (TTMI) . Shares have been marching higher, with the stock up 6.9% over the past month. The stock hit a new 52-week high of $73.4 in the previous session. TTM has gained 194.3% since the start of the year compared to the 28.1% gain for the Zacks Computer and Technology sector and the 50.3% return for the Zacks Electronics - Miscellaneous Components industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, having ...

Core Insights - nVent Electric's shares have increased by 14.5% over the past three months, outperforming the Zacks Electronics - Miscellaneous Components industry's growth of 9% [1][7] - The company is experiencing strong demand from data centers and power utilities, which is driving significant sales growth and a positive outlook for future performance [3][12] Financial Performance - In Q3 2025, nVent Electric reported net sales of $1.05 billion, a 35% year-over-year increase, exceeding the Zacks Consensus Estimate by 4.8% [4] - Adjusted earnings per share (EPS) rose by 44.4% to 91 cents, beating the consensus mark by 3.4% [4] - The company has raised its full-year 2025 revenue growth guidance to 31-33%, up from 29-33%, and adjusted EPS guidance to $3.31-$3.33, up from $3.21-$3.30 [5] Market Demand - Demand from data centers is particularly strong, with organic orders increasing by approximately 65% in Q3, primarily driven by large liquid cooling orders for hyperscaler programs [6] - The backlog for nVent Electric grew double digits sequentially in Q3, indicating a solid base for future revenues [8] - Liquid cooling is a key growth driver, with less than 10% of data centers currently utilizing this technology, suggesting long-term demand potential [9] Strategic Acquisitions - nVent Electric's acquisitions of Trachte and Electrical Products Group (EPG) are performing better than expected, with EPG projected to contribute about 15 percentage points to Q4 sales growth [13] - The company is investing in expanding capacity and improving efficiency in these acquired businesses to meet growing demand from power utilities [14] Valuation and Growth Outlook - nVent Electric is trading at a higher price-to-sales (P/S) multiple of 3.92X compared to the industry average of 2.22X, reflecting high growth expectations [15][17] - The company is well-positioned to benefit from strong long-term demand in AI-related data center projects, supporting its premium valuation [18]

Core Insights - The article compares two companies in the Electronics - Miscellaneous Components sector: Alps Electric (APELY) and Vishay Precision (VPG) to determine which is a better undervalued stock option [1] Valuation Metrics - APELY has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while VPG has a Zacks Rank of 4 (Sell) [3] - APELY's forward P/E ratio is 26.08, significantly lower than VPG's forward P/E of 45.44, suggesting APELY is more undervalued [5] - APELY's PEG ratio is 0.67, indicating better expected earnings growth relative to its price, compared to VPG's PEG ratio of 2.27 [5] - APELY has a P/B ratio of 0.94, while VPG's P/B ratio is 1.22, further supporting APELY's valuation advantage [6] - Based on these metrics, APELY holds a Value grade of A, while VPG has a Value grade of C, reinforcing APELY's position as the superior value option [6]

分组1 - LightPath Technologies reported a quarterly loss of $0.05 per share, better than the Zacks Consensus Estimate of a loss of $0.06, but worse than a loss of $0.04 per share a year ago, resulting in an earnings surprise of +16.67% [1] - The company posted revenues of $15.06 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 26.75%, compared to year-ago revenues of $8.4 million [2] - LightPath Technologies shares have increased approximately 120.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 16.2% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is -$0.05 on revenues of $12.5 million, and for the current fiscal year, it is -$0.13 on revenues of $57.72 million [7] - The Zacks Industry Rank for Electronics - Miscellaneous Components is in the top 17% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Core Insights - The Zacks Electronics - Miscellaneous Components industry is experiencing growth due to automation and increased spending in sectors like semiconductors, automobiles, and healthcare, with companies like TE Connectivity, nVent Electric, and Fabrinet positioned to benefit from AI and IoT advancements [1][3][4] - However, the industry faces challenges from global macroeconomic conditions, end-market volatility, higher tariffs, and geopolitical tensions, particularly between the U.S. and China [1][5] Industry Overview - The industry includes companies that provide various electronic components and accessories, serving markets such as telecommunications, automotive electronics, medical devices, and consumer electronics [2] - Key customers are original equipment manufacturers, independent distributors, and electronic manufacturing service providers [2] Trends Impacting the Industry - Automation is a significant driver, with demand for faster and more efficient electronics leading to increased use of control systems and collaborative robots [3] - Miniaturization in semiconductor manufacturing is creating strong demand for advanced packaging and new manufacturing materials [4] - Geopolitical tensions, particularly the U.S.-China trade restrictions, are negatively impacting the industry, especially regarding semiconductor supply [5] Industry Performance - The Zacks Electronics - Miscellaneous Components industry ranks 62, placing it in the top 25% of over 250 Zacks industries, indicating bullish near-term prospects [6][7] - The industry's earnings estimates have increased by 9.4% since June 30, 2025, reflecting positive sentiment among analysts [8] Stock Market Performance - The industry has outperformed the S&P 500 and the broader Zacks Computer and Technology sector, appreciating 35.3% over the past year compared to the S&P 500's 14.2% and the sector's 24.9% [10] Current Valuation - The industry is currently trading at a forward P/E ratio of 23.45, slightly above the S&P 500's 23.30 but below the sector's 28.61 [13] Notable Companies - **TE Connectivity**: Expected to benefit from strong demand in AI and energy applications, with a projected 11% organic sales growth to $4.5 billion in Q1 fiscal 2026 [17][18] - **nVent Electric**: Anticipates 31-33% sales growth in Q4 2025, driven by acquisitions and strong data center orders [22][23] - **Fabrinet**: Forecasts 29% year-over-year revenue growth in Q2 fiscal 2026, with strong performance in non-optical communications [26][27]

Core Viewpoint - Universal Display Corp. reported quarterly earnings of $0.92 per share, missing the Zacks Consensus Estimate of $1.19 per share, and down from $1.4 per share a year ago [1][2] Financial Performance - The earnings surprise was -22.69%, with the company previously expected to post earnings of $1.18 per share but actually producing $1.41, resulting in a surprise of +19.49% [2] - Revenues for the quarter ended September 2025 were $139.61 million, missing the Zacks Consensus Estimate by 14.09%, and down from $161.63 million year-over-year [3] Market Performance - Universal Display shares have increased by approximately 0.4% since the beginning of the year, compared to the S&P 500's gain of 15.6% [4] - The company's earnings outlook is crucial for investors, as it reflects current consensus earnings expectations for upcoming quarters [5] Earnings Outlook - The current consensus EPS estimate for the coming quarter is $1.30 on revenues of $174.17 million, and for the current fiscal year, it is $5.18 on revenues of $674.81 million [8] - The estimate revisions trend for Universal Display was favorable prior to the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [7] Industry Context - The Electronics - Miscellaneous Components industry, to which Universal Display belongs, is currently in the top 20% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this sector [9]

Core Insights - Ouster, Inc. reported a quarterly loss of $0.37 per share, better than the Zacks Consensus Estimate of a loss of $0.43, and improved from a loss of $0.54 per share a year ago, resulting in an earnings surprise of +13.95% [1] - The company achieved revenues of $39.53 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 7.55% and up from $28.08 million year-over-year [2] - Ouster shares have increased approximately 159.6% year-to-date, significantly outperforming the S&P 500's gain of 16.5% [3] Financial Performance - Over the last four quarters, Ouster has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] - The current consensus EPS estimate for the upcoming quarter is -$0.41 on revenues of $39.85 million, and for the current fiscal year, it is -$1.58 on revenues of $144.25 million [7] Industry Context - Ouster operates within the Zacks Electronics - Miscellaneous Components industry, which is currently ranked in the top 15% of over 250 Zacks industries, indicating a favorable industry outlook [8] - The performance of Ouster's stock may be influenced by the overall industry outlook, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8] Future Outlook - The sustainability of Ouster's stock price movement will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The estimate revisions trend for Ouster was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6]

Company Performance - Vishay Precision (VPG) reported quarterly earnings of $0.26 per share, exceeding the Zacks Consensus Estimate of $0.21 per share, and up from $0.19 per share a year ago, representing an earnings surprise of +23.81% [1] - The company posted revenues of $79.73 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.50% and increasing from $75.73 million year-over-year [2] - Over the last four quarters, Vishay has surpassed consensus EPS estimates two times and topped consensus revenue estimates twice [2] Stock Performance - Vishay shares have increased approximately 62% since the beginning of the year, significantly outperforming the S&P 500's gain of 16.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.27 on revenues of $79.73 million, and for the current fiscal year, it is $0.69 on revenues of $303.66 million [7] Industry Outlook - The Electronics - Miscellaneous Components industry, to which Vishay belongs, is currently ranked in the top 15% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry performance can materially impact stock performance [5][8]

Core Insights - OSI Systems (OSIS) reported quarterly earnings of $1.42 per share, exceeding the Zacks Consensus Estimate of $1.37 per share, and up from $1.25 per share a year ago, representing an earnings surprise of +3.65% [1] - The company achieved revenues of $384.62 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.11%, and an increase from $344.01 million year-over-year [2] - OSI shares have increased approximately 48.9% year-to-date, significantly outperforming the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.53 on revenues of $450.32 million, and for the current fiscal year, it is $10.23 on revenues of $1.83 billion [7] - The estimate revisions trend for OSI was favorable prior to the earnings release, leading to a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Electronics - Miscellaneous Components industry, to which OSI belongs, is currently ranked in the top 17% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]