Electronics - Semiconductors

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Broadcom Inc. (AVGO) Surpasses Q3 Earnings and Revenue Estimates
ZACKS· 2025-09-04 22:46
Broadcom Inc. (AVGO) came out with quarterly earnings of $1.69 per share, beating the Zacks Consensus Estimate of $1.66 per share. This compares to earnings of $1.24 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.81%. A quarter ago, it was expected that this chipmaker would post earnings of $1.57 per share when it actually produced earnings of $1.58, delivering a surprise of +0.64%.Over the last four quarters, the company ...
Credo Technology Group Holding Ltd. (CRDO) Surpasses Q1 Earnings and Revenue Estimates
ZACKS· 2025-09-03 22:21
分组1 - Credo Technology Group Holding Ltd. reported quarterly earnings of $0.52 per share, exceeding the Zacks Consensus Estimate of $0.35 per share, and showing a significant increase from $0.04 per share a year ago, resulting in an earnings surprise of +48.57% [1] - The company achieved revenues of $223.07 million for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 17.41%, compared to $59.71 million in the same quarter last year [2] - Credo Technology Group has consistently outperformed consensus EPS estimates over the last four quarters, with a total of four earnings surprises [2] 分组2 - The stock has gained approximately 84.9% since the beginning of the year, significantly outperforming the S&P 500's gain of 9.1% [3] - The current consensus EPS estimate for the upcoming quarter is $0.36 on revenues of $198.25 million, and for the current fiscal year, it is $1.48 on revenues of $811.4 million [7] - The Zacks Industry Rank for Electronics - Semiconductors is currently in the bottom 18% of over 250 Zacks industries, indicating potential challenges for the sector [8]
Lattice (LSCC) Up 18.9% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-09-03 16:31
A month has gone by since the last earnings report for Lattice Semiconductor (LSCC) . Shares have added about 18.9% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Lattice due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.Lattice Q2 Earnings Meet Estimates Despite Lower Rev ...
Buy, Sell or Hold AVGO Stock: Key Tips Ahead of Q3 Earnings?
ZACKS· 2025-09-02 18:41
Key Takeaways Broadcom expects Q3 revenues of $15.8B, up 21% year over year with modest sequential growth.AI revenues are projected to rise 60% to $5.1B, driven by hyperscaler investments in accelerators.VMware's subscription shift and strong Cloud Foundation adoption are expected to lift software growth.Broadcom (AVGO) is set to report its third-quarter fiscal 2025 results on Sept. 4.For third-quarter fiscal 2025, AVGO expects revenues of $15.8 billion. The Zacks Consensus Estimate for revenues is pegged a ...
nLight (LASR) Is Up 2.67% in One Week: What You Should Know
ZACKS· 2025-09-02 17:01
Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell even higher, with the expectation that established trends will continue [1] Company Summary: nLight (LASR) - nLight currently has a Momentum Style Score of B, indicating a positive momentum outlook [2] - The company holds a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [3] - Over the past week, LASR shares increased by 2.67%, significantly outperforming the Zacks Electronics - Semiconductors industry, which rose by only 0.1% [5] - In a longer timeframe, LASR's shares have surged by 63.36% over the past quarter and 141.21% over the last year, compared to the S&P 500's gains of 9.8% and 15.8%, respectively [6] - The average 20-day trading volume for LASR is 1,024,738 shares, indicating a bullish trend as the stock is rising with above-average volume [7] Earnings Outlook - In the past two months, three earnings estimates for LASR have been revised upwards, while none have been lowered, leading to an increase in the consensus estimate from -$0.28 to $0.04 [9] - For the next fiscal year, three estimates have also moved upwards with no downward revisions, indicating a positive earnings outlook [9] Conclusion - Given the positive momentum indicators and earnings outlook, LASR is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a strong candidate for investors seeking short-term gains [11]
Will Broadcom Inc. (AVGO) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2025-09-01 17:11
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Broadcom Inc. (AVGO) . This company, which is in the Zacks Electronics - Semiconductors industry, shows potential for another earnings beat.When looking at the last two reports, this chipmaker has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 3.65%, on average, in the last two q ...
Why Broadcom Inc. (AVGO) Dipped More Than Broader Market Today
ZACKS· 2025-08-19 22:46
Group 1: Stock Performance - Broadcom Inc. (AVGO) stock decreased by 3.55% to $294.91, underperforming the S&P 500's daily loss of 0.59% [1] - Over the past month, Broadcom's shares appreciated by 6.09%, outperforming the Computer and Technology sector's gain of 3.91% and the S&P 500's gain of 2.49% [1] Group 2: Earnings Expectations - Broadcom is expected to report earnings on September 4, 2025, with an anticipated EPS of $1.66, reflecting a 33.87% increase year-over-year [2] - The consensus estimate for quarterly revenue is $15.82 billion, up 21.04% from the same quarter last year [2] - For the entire fiscal year, earnings are projected at $6.63 per share and revenue at $62.7 billion, representing increases of 36.14% and 21.57% respectively from the prior year [3] Group 3: Analyst Estimates and Rankings - Recent changes in analyst estimates for Broadcom indicate evolving short-term business trends, with upward revisions suggesting positive sentiment towards the company's operations [4] - The Zacks Rank system currently rates Broadcom at 2 (Buy), with a track record of 1 stocks averaging an annual return of +25% since 1988 [6] Group 4: Valuation Metrics - Broadcom has a Forward P/E ratio of 46.1, which is a premium compared to the industry average Forward P/E of 29.01 [7] - The company has a PEG ratio of 1.8, slightly below the industry average PEG ratio of 1.85 [8] Group 5: Industry Context - The Electronics - Semiconductors industry, part of the Computer and Technology sector, currently ranks 203 in the Zacks Industry Rank, placing it in the bottom 18% of over 250 industries [9]
Applied Materials (AMAT) Q3 Earnings and Revenues Beat Estimates
ZACKS· 2025-08-14 22:15
Core Insights - Applied Materials (AMAT) reported quarterly earnings of $2.48 per share, exceeding the Zacks Consensus Estimate of $2.34 per share, and showing an increase from $2.12 per share a year ago, resulting in an earnings surprise of +5.98% [1] - The company achieved revenues of $7.3 billion for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 1.42% and up from $6.78 billion year-over-year [2] - Applied Materials has outperformed the S&P 500, with shares increasing approximately 16.9% since the beginning of the year compared to the S&P 500's gain of 10% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.36 on revenues of $7.31 billion, while for the current fiscal year, the estimate is $9.46 on revenues of $28.8 billion [7] - The estimate revisions trend for Applied Materials was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Electronics - Semiconductors industry, to which Applied Materials belongs, is currently ranked in the bottom 22% of over 250 Zacks industries, suggesting potential challenges ahead [8] - The performance of Applied Materials 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] Competitor Insights - Ambarella (AMBA), another company in the same industry, is expected to report quarterly earnings of $0.06 per share, reflecting a year-over-year change of +146.2%, with revenues anticipated to be $90.03 million, up 41.3% from the previous year [9][10]
Is MRVL's AI Strategy the Key to Data Center Revenue Growth?
ZACKS· 2025-08-14 16:36
Key Takeaways Marvell Technology's (MRVL) Data Center segmental revenues have been growing at a rapid pace for the past six quarters. In the first quarter of fiscal 2026, MRVL's Data Center revenues increased 76.5% year over year to $1.44 billion. The upside can be attributed to high traction in custom AI XPUs, modular packaging tech and Optics offerings. Marvell Technology's custom AI silicon chips mainly account for MRVL's custom AI XPUs and electro-optics are experiencing massive traction among hyperscal ...
Broadcom Inc. (AVGO) Surpasses Market Returns: Some Facts Worth Knowing
ZACKS· 2025-08-12 22:45
Broadcom Inc. (AVGO) ended the recent trading session at $312.95, demonstrating a +2.98% change from the preceding day's closing price. The stock's change was more than the S&P 500's daily gain of 1.14%. Meanwhile, the Dow experienced a rise of 1.1%, and the technology-dominated Nasdaq saw an increase of 1.39%. The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual ret ...