Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Is Alps Electric (APELY) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.Alps Electric is one of 612 companies in the Computer and Technology group. The Computer and Technology group currently sits at #4 within the Zacks Sector Rank. The Zacks Sec ...

Amtech Systems (ASYS) came out with quarterly earnings of $0.03 per share, missing the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.06 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -57.14%. A quarter ago, it was expected that this provider of equipment for solar panel and semiconductor makers would post a loss of $0.03 per share when it actually produced earnings of $0.1, delivering a surprise ...

Key Takeaways Supermicro Q2 FY26 net sales jumped 123% to $12.7B as DCBBS gained traction with AI customers.SMCI trades at a forward P/E of 15.83, below its industry, as management guides FY26 sales of at least $40B.Supermicro faces risks as gross margin slid to 6.3% and debt-to-equity rose to 66.9%.NVIDIA Corporation (NVDA) dominates the artificial intelligence (AI) market but carries a high valuation. By contrast, the smaller AI company Super Micro Computer, Inc. (SMCI) delivered strong quarterly results ...

Core Viewpoint - Nvidia is well-positioned to continue its earnings-beat streak in upcoming reports, particularly due to its strong performance in the semiconductor industry, specifically in graphics chips for gaming and artificial intelligence [1]. Earnings Performance - For the most recent quarter, Nvidia reported earnings of $1.30 per share, exceeding the expected $1.24 per share, resulting in a surprise of 4.84% [2]. - In the previous quarter, Nvidia's earnings were $1.05 per share against an expectation of $1.00 per share, leading to a surprise of 5.00% [2]. Earnings Estimates and Predictions - Nvidia's earnings estimates have been trending higher, supported by its history of earnings surprises, with a current Earnings ESP of +2.18%, indicating bullish sentiment among analysts [5][8]. - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) suggests a strong likelihood of another earnings beat in the upcoming report [8]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7].

Texas Instruments (TXN) came out with quarterly earnings of $1.27 per share, missing the Zacks Consensus Estimate of $1.3 per share. This compares to earnings of $1.3 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.97%. A quarter ago, it was expected that this chipmaker would post earnings of $1.47 per share when it actually produced earnings of $1.48, delivering a surprise of +0.68%.Over the last four quarters, the company ...

Core Viewpoint - Texas Instruments (TXN) has shown strong stock performance recently, with a return of +7.1% over the past month, outperforming the S&P 500 composite's -0.4% change and the Zacks Semiconductor - General industry’s -0.1% change, indicating potential positive momentum for the stock in the near term [2]. Earnings Estimates - For the current quarter, Texas Instruments is expected to report earnings of $1.29 per share, reflecting a decrease of -0.8% from the same quarter last year, while the Zacks Consensus Estimate has increased by +0.8% over the last 30 days [5]. - The consensus earnings estimate for the current fiscal year stands at $5.46, indicating a growth of +5% year-over-year, with a +0.9% increase in estimates over the past month [5]. - For the next fiscal year, the consensus estimate is $6.02, representing a growth of +10.2% compared to the previous year, with a +0.8% change in estimates over the past month [6]. Revenue Growth Forecast - The consensus sales estimate for the current quarter is $4.43 billion, indicating a year-over-year increase of +10.6%. For the current and next fiscal years, the sales estimates are $17.68 billion and $18.93 billion, reflecting growth rates of +13.1% and +7%, respectively [11]. Last Reported Results - Texas Instruments reported revenues of $4.74 billion in the last quarter, a year-over-year increase of +14.2%. The EPS for the same period was $1.48, slightly up from $1.47 a year ago. The reported revenues exceeded the Zacks Consensus Estimate of $4.65 billion by +2.06%, and the EPS surprise was +0.68% [12][13]. Valuation - Texas Instruments has a Zacks Value Style Score of D, indicating that it is trading at a premium compared to its peers, suggesting that the stock may be overvalued [17].

Core Viewpoint - Amtech Systems (ASYS) shares experienced an 8.1% increase, closing at $15.94, driven by notable trading volume and a 15.5% gain over the past four weeks [1][2]. Group 1: Company Performance - The optimism surrounding Amtech is linked to strong demand for AI-driven equipment, increased exposure to advanced packaging, a higher-margin recurring revenue mix, improved operating leverage from cost reductions, and a debt-free balance sheet [2]. - Amtech is projected to report quarterly earnings of $0.07 per share, reflecting a year-over-year increase of 16.7%, while revenues are expected to be $19 million, a decrease of 22.1% from the previous year [3]. Group 2: Earnings Estimates and Stock Trends - The consensus EPS estimate for Amtech has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [5]. - Amtech currently holds a Zacks Rank of 1 (Strong Buy), suggesting strong potential for future performance [5].

Group 1: Stock Performance - Intel shares increased by 10.8% to close at $45.55, with trading volume significantly higher than usual [1] - The stock has gained 4.1% over the past four weeks [1] Group 2: Product Development - Intel is experiencing strong demand for AI PCs, with the upcoming Intel Core Ultra series 3 processor (Panther Lake) and Xeon 6+ (Clearwater Forest) set to launch in Q3 2025 [2] - Both products will be manufactured in a new factory in Chandler, AZ, utilizing Intel's most advanced semiconductor process, 18A [2] Group 3: Product Features - Panther Lake is designed for a wide range of consumer and commercial AI PCs, gaming devices, and edge solutions [3] - Clearwater Forest is an E-core server processor aimed at helping businesses scale workloads and reduce energy costs, with a launch planned for the first half of 2026 [3] Group 4: Financial Expectations - Intel is expected to report quarterly earnings of $0.08 per share, reflecting a year-over-year decline of 38.5%, with revenues projected at $13.38 billion, down 6.2% from the previous year [4] - The consensus EPS estimate for Intel has remained unchanged over the last 30 days, indicating a potential lack of upward momentum in stock price without earnings estimate revisions [5] Group 5: Industry Context - Intel holds a Zacks Rank of 3 (Hold) within the Semiconductor - General industry [6] - Amtech Systems, another company in the same industry, saw a 6.7% increase in stock price, closing at $13.92, with a monthly return of 18.7% [6]

Company Performance - Texas Instruments (TXN) closed at $185.71, reflecting a -3.33% change from the previous day, underperforming the S&P 500's loss of 0.34% [1] - The stock has increased by 7.01% over the past month, outperforming the Computer and Technology sector's loss of 1% and the S&P 500's gain of 1.19% [1] Upcoming Earnings - Texas Instruments is set to release its earnings on January 27, 2026, with an expected EPS of $1.28, indicating a 1.54% decline compared to the same quarter last year [2] - Revenue is anticipated to reach $4.42 billion, representing a 10.38% increase from the year-ago quarter [2] Full Year Estimates - Analysts project earnings of $5.46 per share and revenue of $17.69 billion for the full year, reflecting changes of +5% and 0% respectively from the previous year [3] Analyst Forecast Revisions - Recent revisions to analyst forecasts for Texas Instruments are crucial as they often indicate short-term business trends and can influence stock performance [4] - Upbeat changes in estimates suggest a favorable outlook on the company's health and profitability [4] Zacks Rank and Performance - The Zacks Rank system, which incorporates estimate changes, currently rates Texas Instruments as 2 (Buy), with a 0.67% upward shift in the consensus EPS estimate over the past month [6] - Historically, 1 ranked stocks have returned an average of +25% annually since 1988 [6] Valuation Metrics - Texas Instruments has a Forward P/E ratio of 31.97, which is a premium compared to the industry average of 31.88 [7] - The company also has a PEG ratio of 3.1, compared to the Semiconductor - General industry's average PEG ratio of 3.39 [7] Industry Context - The Semiconductor - General industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 20, placing it in the top 9% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Core Viewpoint - Texas Instruments is expected to report a decline in EPS while showing revenue growth in its upcoming earnings release, indicating mixed performance expectations for the company. Group 1: Stock Performance - Texas Instruments (TXN) closed at $173.49, reflecting a -1.1% change from the previous day's closing price, underperforming the S&P 500's daily loss of 0.74% [1] - Over the past month, TXN shares gained 0.09%, lagging behind the Computer and Technology sector's gain of 0.14% and the S&P 500's gain of 0.79% [1] Group 2: Earnings Expectations - The anticipated EPS for Texas Instruments is $1.28, representing a 1.54% decrease compared to the same quarter last year [2] - Revenue is expected to reach $4.42 billion, which is a 10.38% increase from the prior-year quarter [2] Group 3: Annual Forecast - Zacks Consensus Estimates project earnings of $5.46 per share and revenue of $17.69 billion for the year, indicating increases of +5% and +13.07% respectively compared to the previous year [3] Group 4: Analyst Estimates and Rankings - Recent adjustments to analyst estimates for Texas Instruments reflect evolving short-term business trends, with positive revisions indicating analyst optimism [3] - Texas Instruments currently holds a Zacks Rank of 3 (Hold), with the EPS estimate remaining unchanged over the last 30 days [5] Group 5: Valuation Metrics - Texas Instruments has a Forward P/E ratio of 32.12, which is lower than its industry's Forward P/E of 34.68, suggesting a valuation discount [6] - The company has a PEG ratio of 3.11, compared to the average PEG ratio of 3.99 for Semiconductor - General stocks [6] Group 6: Industry Context - The Semiconductor - General industry is part of the Computer and Technology sector and holds a Zacks Industry Rank of 37, placing it in the top 15% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]