Company Performance - Amkor Technology (AMKR) closed at $40.29, reflecting an -8.26% change from the previous day, underperforming the S&P 500's loss of 0.24% [1] - The stock has increased by 42.15% over the past month, significantly outperforming the Computer and Technology sector's gain of 0.89% and the S&P 500's gain of 1.31% [1] Earnings Estimates - Amkor Technology is projected to report earnings of $0.42 per share, indicating a year-over-year decline of 2.33%, with anticipated revenue of $1.83 billion, representing a 12.14% increase from the same quarter last year [2] - Full-year Zacks Consensus Estimates predict earnings of $1.25 per share and revenue of $6.65 billion, reflecting year-over-year changes of -12.59% and +5.21%, respectively [3] Analyst Sentiment - Recent changes in analyst estimates for Amkor Technology suggest a correlation with short-term business dynamics, with positive revisions indicating analyst optimism regarding the company's profitability [3][4] - The Zacks Rank system, which incorporates estimate changes, currently rates Amkor Technology as 3 (Hold), with the consensus EPS estimate remaining unchanged over the past month [5] Valuation Metrics - Amkor Technology has a Forward P/E ratio of 35.2, which is a premium compared to the industry average Forward P/E of 34.75 [5] Industry Context - The Electronics - Semiconductors industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 67, placing it in the top 28% of over 250 industries [6]

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 Allot Communications (ALLT) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Allot Communications is one of 602 companies in the Computer and Technology group. The Computer and Technology group currently sits at #1 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different se ...

Broadcom Inc. (AVGO) came out with quarterly earnings of $1.95 per share, beating the Zacks Consensus Estimate of $1.87 per share. This compares to earnings of $1.42 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.28%. A quarter ago, it was expected that this chipmaker would post earnings of $1.66 per share when it actually produced earnings of $1.69, delivering a surprise of +1.81%.Over the last four quarters, the company ...

Have you been paying attention to shares of Lam Research (LRCX) ? Shares have been on the move with the stock up 4.2% over the past month. The stock hit a new 52-week high of $169.69 in the previous session. Lam Research has gained 133% since the start of the year compared to the 29.7% gain for the Zacks Computer and Technology sector and the 60% return for the Zacks Electronics - Semiconductors industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Key Takeaways MRVL's data center revenues jumped 37.8% in Q3 FY26 on strong AI-driven product demand.Marvell Technology is expanding via Celestial AI and key AWS and NVIDIA partnerships.MRVL is deepening its AI portfolio with new interconnect, CPO, CXL and optical DSP tech.Marvell Technology (MRVL) shares have lost 14.1% in the past year, underperforming the Zacks Electronics - Semiconductors industry and the Zacks Computer and Technology sector’s growth of 70.4% and 26.8%, respectively. This decline in the ...

Key Takeaways NVTS outperformed peers as its GaN and SiC tech joins NVIDIA's 800-volt AI power ecosystem.Mid-voltage GaN and high-voltage SiC sampling expands NVTS' role across the full power path.Navitas shifts toward high-power markets with growth expected to build through 2026-27.Navitas Semiconductor ((NVTS) shares have rallied 172% year to date, outperforming the Zacks Electronics - Semiconductors industry’s growth of 52.9%. The stock also outperformed its industry peers, including Lam Research ((LRCX) ...

Key Takeaways AVGO expects Q4 revenue of $17.4B, up 24.5% year over year, driven by AI and software growth.AI revenues are projected to jump 66% to $6.2B, led by demand for custom accelerators like XPUs. Gross margin is forecast to dip 70 bps sequentially due to a higher mix of lower-margin XPUs. Broadcom (AVGO) is set to report its fourth-quarter fiscal 2025 results on Dec. 11.For fourth-quarter fiscal 2025, AVGO expects revenues of $17.4 billion. The Zacks Consensus Estimate for revenues is pegged at $17. ...

It has been about a month since the last earnings report for Qualcomm (QCOM) . Shares have added about 0.7% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Qualcomm 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 catalysts.Qualcomm Beats Q4 E ...

Core Viewpoint - Cirrus Logic reported strong second-quarter fiscal 2026 earnings, exceeding expectations, driven by robust demand in the smartphone component market, while also making strides in diversification efforts across various sectors [2][3][4]. Financial Performance - Adjusted EPS for Q2 fiscal 2026 was $2.83, surpassing the Zacks Consensus Estimate of $2.10, and up from $2.25 in the prior-year quarter [2]. - Revenues reached $561 million, at the high end of guidance ($510-$570 million), with a 38% sequential increase and a 4% year-over-year rise [3]. - Non-GAAP gross margin improved to 52.5% from 52.2% year-over-year, attributed to a favorable product mix [7]. - Non-GAAP operating income grew 6.9% year-over-year to $167 million, with an operating profit margin increase to 29.8% from 28.8% [9]. Segment Performance - The High-Performance Mixed-Signal segment contributed 43% to total revenues, with a year-over-year revenue growth of 7.8% to $242.8 million [6]. - The Audio segment's sales increased by 0.5% to $318.2 million, contributing 57% to total revenues [6]. Diversification Efforts - The company is expanding its presence in the PC market, announcing its first mainstream consumer laptop design and enhancing partnerships with leading PC platform vendors [4]. - Cirrus Logic's audio and voice processing chips are increasingly adopted in laptops and tablets, with growing engagement in emerging segments like professional audio, industrial, automotive, and imaging [5]. Cash Flow and Shareholder Returns - The company ended the fiscal second quarter with cash and marketable securities of $645.9 million, up from $478.3 million a year earlier [11]. - Cirrus Logic generated $92.2 million in net cash from operations, significantly higher than $8.2 million in the previous year, and reported free cash flow of $87.7 million [11]. - The company repurchased 362,000 shares worth $40 million during the quarter, with $414.1 million remaining under its share repurchase authorization [12]. Outlook - For Q3 fiscal 2026, Cirrus Logic expects revenues between $500 million and $560 million, with GAAP gross margin projected between 51-53% [13]. - Estimates for the company have trended upward, with a consensus estimate shift of 8.72% in the past month, indicating positive market sentiment [14][16].