Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Qualcomm (QCOM) , which belongs to the Zacks Electronics - Semiconductors industry, could be a great candidate to consider.This chipmaker has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 8.54%.For the most recent quarter, Qua ...

Company Overview - Qualcomm closed at $154.80, with a +1.44% change from the previous day, outperforming the S&P 500's daily loss of 0.01% [1] - Prior to the latest trading session, Qualcomm shares had decreased by 0.66%, lagging behind the Computer and Technology sector's gain of 7.44% and the S&P 500's gain of 5.37% [1] Upcoming Earnings - Qualcomm's earnings report is anticipated on July 30, 2025, with expected EPS of $2.68, reflecting a 15.02% increase from the prior-year quarter [2] - Revenue is projected to be $10.35 billion, indicating a 10.24% rise compared to the same quarter last year [2] Full Year Projections - For the full year, earnings are projected at $11.71 per share and revenue at $43.54 billion, showing increases of +14.58% and +11.76% respectively from the previous year [3] - Recent analyst estimate revisions are seen as indicators of optimism regarding Qualcomm's business outlook [3] Valuation Metrics - Qualcomm is currently trading at a Forward P/E ratio of 13.04, which is a discount compared to the industry average Forward P/E of 27.6 [6] - The company has a PEG ratio of 1.59, which is comparable to the industry average PEG ratio of 1.6 [6] Industry Context - The Electronics - Semiconductors industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 56, placing it in the top 23% of over 250 industries [7] - The Zacks Industry Rank is based on the average Zacks Rank of individual stocks within the industry, with top-rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Group 1 - Applied Materials (AMAT) closed at $199.29, with a +1.11% increase, outperforming the S&P 500's loss of 0.4% [1] - The stock has risen by 11.64% over the past month, surpassing the Computer and Technology sector's gain of 6.34% and the S&P 500's gain of 4.97% [1] Group 2 - Analysts expect Applied Materials to report earnings of $2.34 per share, reflecting a year-over-year growth of 10.38%, with revenue forecasted at $7.2 billion, indicating a 6.23% increase compared to the same quarter last year [2] - Full-year estimates project earnings of $9.47 per share and revenue of $28.82 billion, representing year-over-year changes of +9.48% and +6.04% respectively [3] Group 3 - Recent analyst estimate revisions for Applied Materials suggest a positive outlook for the business [3][4] - The Zacks Rank system, which includes estimate changes, currently ranks Applied Materials at 3 (Hold) [5] Group 4 - Applied Materials has a Forward P/E ratio of 20.81, which is lower than the industry average of 27.16 [6] - The company has a PEG ratio of 2.19, compared to the Electronics - Semiconductors industry's average PEG ratio of 1.6 [6] Group 5 - The Electronics - Semiconductors industry, part of the Computer and Technology sector, ranks in the top 23% of all industries according to the Zacks Industry Rank [7] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Broadcom Inc. (AVGO) closed at $280.94 in the latest trading session, marking a +1.94% move from the prior day. The stock outpaced the S&P 500's daily loss of 0.4%. At the same time, the Dow lost 0.98%, and the tech-heavy Nasdaq gained 0.18%. The chipmaker's shares have seen an increase of 9.32% over the last month, surpassing the Computer and Technology sector's gain of 6.34% and the S&P 500's gain of 4.97%.Analysts and investors alike will be keeping a close eye on the performance of Broadcom Inc. in its ...

Company Overview - QuickLogic (QUIK) closed at $6.41, reflecting a -4.47% change from the previous day, underperforming the S&P 500's loss of 0.33% [1] - The stock has increased by 13.35% over the past month, outperforming the Computer and Technology sector's gain of 5.24% and the S&P 500's gain of 4.07% [1] Financial Performance - QuickLogic is expected to report an EPS of -$0.07, indicating a 40% decline compared to the same quarter last year [2] - Revenue is projected to be $4 million, showing a 3.15% decrease from the year-ago quarter [2] - For the entire year, the Zacks Consensus Estimates forecast earnings of -$0.02 per share and revenue of $22.75 million, reflecting changes of -150% and +13.12% respectively compared to the previous year [3] Analyst Estimates - Recent adjustments to analyst estimates for QuickLogic are important as they reflect the changing dynamics of short-term business patterns [4] - Upward revisions in estimates indicate analysts' positive outlook on the company's operations and profit generation capabilities [4] - The Zacks Rank system, which incorporates these estimate changes, currently ranks QuickLogic at 3 (Hold) [6] Industry Context - QuickLogic operates within the Electronics - Semiconductors industry, which is part of the Computer and Technology sector [7] - The industry has a Zacks Industry Rank of 87, placing it in the top 36% of over 250 industries [7] - Historically, the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Company Performance - SkyWater Technology, Inc. (SKYT) closed at $9.94, reflecting a -3.07% change from the previous day's closing price, underperforming the S&P 500 which lost 0.33% [1] - Over the past month, shares of SkyWater Technology gained 16.21%, outperforming the Computer and Technology sector's gain of 5.24% and the S&P 500's gain of 4.07% [1] Earnings Expectations - The upcoming earnings release is expected to show an EPS of -$0.17, indicating a 950% decline compared to the same quarter last year [2] - Revenue is projected at $57.3 million, reflecting a 38.6% decrease from the equivalent quarter last year [2] Fiscal Year Projections - For the entire fiscal year, the Zacks Consensus Estimates project earnings of -$0.01 per share and revenue of $307.15 million, representing changes of -116.67% and -10.26% respectively from the prior year [3] Analyst Estimates - Recent changes to analyst estimates for SkyWater Technology should be noted, as they reflect shifting dynamics in short-term business patterns [4] - Upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability [4] Zacks Rank System - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has a track record of success, with 1 stocks delivering an average annual return of +25% since 1988 [6] - SkyWater Technology currently holds a Zacks Rank of 3 (Hold), with the Consensus EPS estimate remaining stagnant over the past month [6] Industry Overview - The Electronics - Semiconductors industry, part of the Computer and Technology sector, has a current Zacks Industry Rank of 87, placing it in the top 36% of all industries [7] - The Zacks Industry Rank assesses the vigor of specific industry groups, with top-rated industries outperforming the bottom half by a factor of 2 to 1 [7]

Earnings Performance - Sono-Tek Corporation reported quarterly earnings of $0.03 per share, exceeding the Zacks Consensus Estimate of $0.02 per share, and up from $0.02 per share a year ago, representing an earnings surprise of +50.00% [1] - The company had revenues of $5.13 million for the quarter ended May 2025, which was 1.1% below the Zacks Consensus Estimate, but slightly up from $5.03 million year-over-year [2] Stock Performance - Sono-Tek shares have declined approximately 6.2% since the beginning of the year, contrasting with the S&P 500's gain of 6.5% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.03 on revenues of $5.6 million, and for the current fiscal year, it is $0.04 on revenues of $19.62 million [7] - The Electronics - Semiconductors industry, to which Sono-Tek belongs, is currently ranked in the top 34% of over 250 Zacks industries, suggesting a favorable industry outlook [8]

Group 1 - Credo Technology Group Holding Ltd. (CRDO) is a notable stock in the Computer and Technology sector, which consists of 607 individual stocks and holds a Zacks Sector Rank of 5 [2] - The Zacks Rank system indicates that CRDO currently has a Zacks Rank of 1 (Strong Buy), suggesting a favorable outlook for the stock [3] - Over the past three months, the Zacks Consensus Estimate for CRDO's full-year earnings has increased by 43.3%, indicating improved analyst sentiment and earnings outlook [4] Group 2 - CRDO has achieved a year-to-date return of approximately 45.2%, significantly outperforming the average gain of 8.1% in the Computer and Technology group [4] - In comparison, IBM, another stock in the sector, has a year-to-date return of 32% and a Zacks Rank of 2 (Buy) [5] - CRDO belongs to the Electronics - Semiconductors industry, which includes 44 stocks and is currently ranked 82 in the Zacks Industry Rank, with an average gain of 15% this year [6] Group 3 - The Computer - Integrated Systems industry, where IBM is categorized, has 11 stocks and is ranked 32, with a year-to-date increase of 26.1% [7] - Both CRDO and IBM are highlighted as stocks to watch in the Computer and Technology sector due to their strong performance [7]

Key Takeaways NVTS stock jumped 246% in three months, far outpacing sector benchmarks and semiconductor peers. Investor optimism is driven by GaN and SiC innovations, EV wins and AI data center design traction. Despite growth prospects, NVTS faces soft revenues, margin pressure and trades at 15.5x forward P/S.Navitas Semiconductor (NVTS) has delivered a standout performance in 2025, with its stock skyrocketing 246% over the past three months, far outpacing the broader Electronics - Semiconductors industry ...

Core Insights - Applied Materials (AMAT) is experiencing increased demand due to the rise of AI infrastructure, particularly in its Logic and DRAM segments, as global semiconductor companies compete to innovate in logic, compute memory, and packaging for AI workloads [1][2] Group 1: Demand and Growth Drivers - The demand for fabrication, patterning, and advanced packaging systems is on the rise, creating significant opportunities for AMAT [2] - Technologies such as next-generation gate-all-around transistors, backside power delivery, 4F2, and 3D DRAM are expected to further propel AMAT's growth in AI workloads [2] - AMAT's Sym3 Magnum etch system has generated over $1.2 billion in revenue since its launch in February 2024, highlighting its importance in developing high-aspect-ratio structures for AI and HPC workloads [3][9] - Advanced DRAM revenues are projected to grow over 40% in fiscal 2025, driven by increased demand for DDR5 and high-bandwidth memory used in AI applications [4][9] Group 2: Competitive Landscape - Lam Research's memory segment saw a nearly 24% year-over-year revenue increase to $1.31 billion in Q3 fiscal 2025, driven by AI-related chip demand [5] - KLA Corporation's advanced packaging solutions are also benefiting from the AI boom, with projections indicating its advanced packaging business will grow from $500 million in 2024 to $850 million in 2025 [6] Group 3: Financial Performance and Valuation - AMAT's shares have increased by 19.9% year-to-date, outperforming the Electronics - Semiconductors industry, which grew by 13.3% [7] - The company trades at a forward price-to-sales ratio of 5.23X, which is lower than the industry average of 8.6X, indicating potential valuation upside [10] - The Zacks Consensus Estimate for AMAT's fiscal 2025 and 2026 earnings suggests year-over-year growth of 9.48% and 5.60%, respectively, with upward revisions in estimates for fiscal 2026 and 2027 over the past 60 days [13]