Core Viewpoint - ASML shares experienced an 8.8% increase in the last trading session, closing at $1, driven by notable trading volume and optimism surrounding the company's performance in logic and DRAM sectors, indicating a positive medium- to long-term outlook [1] Group 1: Earnings and Revenue Expectations - ASML is expected to report quarterly earnings of $8.84 per share, reflecting a year-over-year increase of 21.1%, with revenues projected at $11.06 billion, up 11.9% from the previous year [2] - The trend in earnings estimate revisions for ASML has been slightly upward over the last 30 days, which typically correlates with stock price appreciation [3] Group 2: Market Position and Comparisons - ASML holds a Zacks Rank of 3 (Hold) and is part of the Zacks Semiconductor Equipment - Wafer Fabrication industry, where Advanced Energy Industries (AEIS) also operates [4] - AEIS has a consensus EPS estimate of $1.76 for its upcoming report, unchanged over the past month, representing a 35.4% increase year-over-year, and also holds a Zacks Rank of 3 (Hold) [5]

Core Insights - Monolithic Power (MPWR) has significantly outperformed its peers in the Computer and Technology sector this year, with a year-to-date return of 56.2% compared to the sector average of 27.4% [4] - The company currently holds a Zacks Rank of 2 (Buy), indicating a positive earnings outlook as the consensus estimate for its full-year earnings has increased by 1.4% over the past 90 days [3] Company Performance - Monolithic Power is part of the Computer and Technology group, which ranks 1 within the Zacks Sector Rank, reflecting strong performance among its peers [2] - The company belongs to the Semiconductor - Analog and Mixed industry, which has seen an average gain of 20.3% this year, further highlighting MPWR's superior performance [5] Comparative Analysis - Another notable performer in the sector is Advanced Energy Industries (AEIS), which has returned 84.6% year-to-date and holds a Zacks Rank of 1 (Strong Buy) [4][5] - The Semiconductor Equipment - Wafer Fabrication industry, to which AEIS belongs, has increased by 55.2% this year, indicating strong overall sector performance [6]

Company Performance - ASML closed at $1,036.31, reflecting a +2.06% increase from the previous day, outperforming the S&P 500's daily gain of 0.79% [1] - Over the past month, ASML shares have decreased by 2.3%, while the Computer and Technology sector has lost 0.85% and the S&P 500 has gained 0.87% [1] Earnings Forecast - ASML is expected to report an EPS of $8.84, indicating a 21.1% growth compared to the same quarter last year [2] - Revenue is forecasted to be $11.06 billion, representing an 11.9% increase compared to the corresponding quarter of the previous year [2] Full-Year Estimates - The full-year Zacks Consensus Estimates predict earnings of $29.01 per share and revenue of $37.64 billion, reflecting year-over-year changes of +39.34% and +23.21%, respectively [3] - Recent changes to analyst estimates for ASML may indicate shifting business dynamics, with positive revisions suggesting a favorable business outlook [3] Valuation Metrics - ASML has a Forward P/E ratio of 35, which is a premium compared to its industry's Forward P/E of 33.91 [6] - The company has a PEG ratio of 1.58, while the Semiconductor Equipment - Wafer Fabrication industry has an average PEG ratio of 1.28 [6] Industry Context - The Semiconductor Equipment - Wafer Fabrication industry is part of the Computer and Technology sector and holds a Zacks Industry Rank of 6, placing it in the top 3% of over 250 industries [7] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Advanced Energy Industries (AEIS) - AEIS currently holds a Momentum Style Score of B, indicating a positive momentum outlook [2] - The company has a Zacks Rank of 1 (Strong Buy), suggesting strong potential for outperformance in the market [3] Performance Metrics - AEIS shares have increased by 3.88% over the past week, slightly outperforming the Zacks Semiconductor Equipment - Wafer Fabrication industry, which rose by 3.8% [5] - Over the last quarter, AEIS shares have surged by 40.36%, and they have risen by 87.94% over the past year, compared to the S&P 500's increases of 5.71% and 15.31%, respectively [6] Trading Volume - The average 20-day trading volume for AEIS is 364,264 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, five earnings estimates for AEIS have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $5.68 to $6.23 [9] - For the next fiscal year, five estimates have also moved higher without any downward revisions [9] Conclusion - Given the strong performance metrics and positive earnings outlook, AEIS is positioned as a 1 (Strong Buy) stock with a Momentum Score of B, making it a compelling option for investors seeking short-term gains [11]

Group 1: Company Overview - Arlo Technologies (ARLO) is part of the Computer and Technology group, which consists of 603 companies and currently ranks 1 within the Zacks Sector Rank [2] - The Zacks Rank system, which emphasizes earnings estimates and revisions, currently gives Arlo Technologies a rank of 1 (Strong Buy) [3] Group 2: Performance Metrics - The Zacks Consensus Estimate for Arlo Technologies' full-year earnings has increased by 228.6% in the past quarter, indicating improved analyst sentiment and a positive earnings outlook [4] - Year-to-date, Arlo Technologies has returned approximately 28.6%, outperforming the average gain of 28.1% for the Computer and Technology group [4] Group 3: Industry Context - Arlo Technologies belongs to the Internet - Software industry, which includes 168 stocks and currently ranks 64 in the Zacks Industry Rank; this industry has gained about 8.2% year-to-date, indicating that ARLO is performing better than its peers [6] - In contrast, ASML, another outperforming stock in the Computer and Technology sector, belongs to the Semiconductor Equipment - Wafer Fabrication industry, which has seen a significant gain of 60.6% this year [6]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: ASML - ASML currently holds a Momentum Style Score of B, indicating strong potential for momentum investing [3] - The company has a Zacks Rank of 2 (Buy), which is associated with a historical outperformance in the market [4] Performance Metrics - ASML shares have increased by 9.67% over the past week, outperforming the Zacks Semiconductor Equipment - Wafer Fabrication industry, which rose by 8.71% [6] - Over the past month, ASML's shares have risen by 9.31%, significantly higher than the industry's 1.92% [6] - In the last quarter, ASML shares have gained 43.85%, and over the past year, they have increased by 58.48%, while the S&P 500 has only moved 6.55% and 14.51% respectively [7] Trading Volume - ASML's average 20-day trading volume is 1,438,099 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Outlook - In the last two months, five earnings estimates for ASML have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $28.21 to $29.02 [10] - For the next fiscal year, five estimates have also moved upwards without any downward revisions [10] Conclusion - Considering the positive performance metrics and earnings outlook, ASML is positioned as a strong momentum pick with a Zacks Rank of 2 (Buy) and a Momentum Score of B [12]

Group 1 - Advanced Energy Industries (AEIS) is currently outperforming its peers in the Computer and Technology sector, with a year-to-date performance increase of approximately 81.5% compared to the sector's average return of 26.5% [4] - AEIS holds a Zacks Rank of 1 (Strong Buy), indicating a positive earnings outlook and improving analyst sentiment, as the consensus estimate for full-year earnings has risen by 8.1% over the past three months [3][4] - The company is part of the Semiconductor Equipment - Wafer Fabrication industry, which has seen an average gain of 50.7% this year, further highlighting AEIS's strong performance within its specific industry [6] Group 2 - The Computer and Technology sector includes 603 individual stocks and currently has a Zacks Sector Rank of 2, reflecting the strength of the sector as a whole [2] - Another notable stock in the sector is Reddit Inc. (RDDT), which has increased by 27% year-to-date and also holds a Zacks Rank of 1 (Strong Buy) [5] - The Internet - Software industry, to which Reddit Inc. belongs, is ranked 69 and has only moved up by 5% this year, indicating that AEIS is performing significantly better than RDDT's industry [6]

Group 1: Company Overview - Advanced Energy Industries (AEIS) is part of the Computer and Technology sector, which includes 604 individual stocks and holds a Zacks Sector Rank of 3 [2] - AEIS currently has a Zacks Rank of 1 (Strong Buy), indicating a positive earnings outlook based on earnings estimates and revisions [3] Group 2: Performance Metrics - Over the past 90 days, the Zacks Consensus Estimate for AEIS' full-year earnings has increased by 10.9%, reflecting improved analyst sentiment [4] - Year-to-date, AEIS has returned approximately 86.8%, significantly outperforming the Computer and Technology sector's average return of 26.9% [4] Group 3: Industry Context - AEIS is categorized under the Semiconductor Equipment - Wafer Fabrication industry, which consists of 2 companies and currently ranks 4 in the Zacks Industry Rank [6] - The Semiconductor Equipment - Wafer Fabrication industry has gained about 48.1% year-to-date, indicating that AEIS is also performing better than its immediate industry peers [6] Group 4: Comparison with Peers - Reddit Inc. (RDDT), another stock in the Computer and Technology sector, has returned 27.4% year-to-date and also holds a Zacks Rank of 1 (Strong Buy) [5] - The Internet - Software industry, to which Reddit belongs, has moved +9.4% year-to-date, showing that AEIS is outperforming this peer group as well [7]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Advanced Energy Industries (AEIS) - AEIS currently holds a Momentum Style Score of B, indicating a favorable momentum characteristic [2] - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [3] Price Performance - AEIS shares have increased by 6.91% over the past week, outperforming the Zacks Semiconductor Equipment - Wafer Fabrication industry, which rose by 1.46% [5] - Over the past month, AEIS shares have risen by 27.77%, compared to the industry's performance of 18.2% [5] - In the last quarter, AEIS shares have surged by 43.15%, and over the past year, they have increased by 84.67%, while the S&P 500 has only moved 6.44% and 13.97% respectively [6] Trading Volume - AEIS has an average 20-day trading volume of 586,632 shares, which is a useful indicator for assessing price movements [7] Earnings Outlook - In the past two months, two earnings estimates for AEIS have been revised upwards, with the consensus estimate increasing from $5.68 to $5.79 [9] - For the next fiscal year, two estimates have also moved higher, with no downward revisions during the same period [9] Conclusion - Given the positive momentum indicators and earnings outlook, AEIS is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a potential candidate for near-term investment [11]

Core Insights - Advanced Energy Industries (AEIS) reported quarterly earnings of $1.74 per share, exceeding the Zacks Consensus Estimate of $1.47 per share, and showing a significant increase from $0.98 per share a year ago, resulting in an earnings surprise of +18.37% [1] - The company achieved revenues of $463.3 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 5.14% and up from $374.22 million year-over-year [2] - Advanced Energy's stock has increased by approximately 77.8% since the beginning of the year, significantly outperforming the S&P 500's gain of 16.5% [3] Earnings Outlook - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The trend of estimate revisions for Advanced Energy 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] Future Estimates - Current consensus EPS estimate for the upcoming quarter is $1.47 on revenues of $442.76 million, while for the current fiscal year, the estimate is $5.68 on revenues of $1.73 billion [7] - The Semiconductor Equipment - Wafer Fabrication industry, to which Advanced Energy belongs, is currently ranked in the top 2% of over 250 Zacks industries, suggesting a positive outlook for the sector [8]