Core Insights - The Zacks Semiconductors - Radio Frequency industry is experiencing growth driven by the adoption of WiFi 7, edge IoT, AI data centers, and automotive electrification, despite facing challenges such as inventory buildup and sluggish capital spending by telecom carriers [1][3][5]. Industry Overview - The industry includes companies providing radio frequency solutions and components for various applications, including 5G, aerospace, automotive, and smart home technologies [2]. - Key technologies utilized by industry players include ZigBee, Bluetooth Low Energy, and Gallium Nitride [2]. Trends Influencing the Industry - Accelerated 5G deployment is enhancing demand for RF power amplifiers and WiFi hotspots due to increased bandwidth needs from remote work trends [3]. - Innovation in IoT, wearables, and autonomous vehicles is expanding the market for RF semiconductor products beyond smartphones [4]. - The electric vehicle market is projected to grow fourfold by 2027, benefiting industry players [5]. Industry Performance - The Zacks Semiconductors - Radio Frequency Industry holds a Zacks Industry Rank of 9, placing it in the top 4% of over 250 Zacks industries, indicating bullish near-term prospects [6][7]. - Despite a positive earnings outlook, the industry has underperformed the S&P 500 and broader sector over the past year, declining 7.8% compared to the S&P 500's 14.4% gain [10]. Valuation Metrics - The industry is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 14.76X, lower than the S&P 500's 23.3X and the sector's 28.61X [12]. Notable Companies - **RF Industries**: This company has seen a 75.5% increase in shares over the past year, with a backlog of $19.7 million and steady earnings estimates of 35 cents per share for fiscal 2026 [16][17]. - **Skyworks**: Despite a 20.6% drop in shares over the past year, Skyworks is benefiting from demand in automotive electrification and AI data centers, with expected revenues between $975 million and $1.025 billion for the first quarter of fiscal 2026 [20][22].

Core Viewpoint - Qorvo (QRVO) is positioned well to continue its trend of beating earnings estimates, making it a stock worth considering for investors [1]. Earnings Performance - Qorvo has demonstrated a strong track record of surpassing earnings estimates, averaging a 44.49% beat over the last two quarters [2]. - In the most recent quarter, Qorvo reported earnings of $0.92 per share against an expectation of $0.62, resulting in a surprise of 48.39% [2]. - For the previous quarter, the consensus estimate was $1.01 per share, while the actual earnings were $1.42 per share, leading to a surprise of 40.59% [2]. Earnings Estimates and Predictions - Recent estimates for Qorvo have been trending upward, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of another earnings beat [5][8]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have historically produced positive surprises nearly 70% of the time [6]. - Qorvo currently has an Earnings ESP of +7.69%, suggesting increased analyst optimism regarding its earnings prospects [8]. Zacks Rank and Earnings Release - The stock holds a Zacks Rank of 2 (Buy), further supporting the expectation of a potential earnings beat [8]. - The next earnings report for Qorvo is anticipated to be released on November 3, 2025 [8].

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][2]. Company Overview: RF Industries, Ltd. (RFIL) - RFIL currently holds a Momentum Style Score of A, indicating strong momentum characteristics [3]. - The company has a Zacks Rank of 1 (Strong Buy), suggesting a favorable outlook compared to the market [4]. Performance Metrics - Over the past week, RFIL shares increased by 4.59%, matching the performance of the Zacks Semiconductors - Radio Frequency industry [6]. - In a longer timeframe, RFIL's monthly price change is 27.31%, significantly outperforming the industry's 2.66% [6]. - Over the last quarter, RFIL shares rose by 34%, and over the past year, they increased by 134.32%, while the S&P 500 only moved 12.64% and 18.69% respectively [7]. Trading Volume - RFIL's average 20-day trading volume is 183,731 shares, which serves as a bullish indicator when combined with rising stock prices [8]. Earnings Outlook - In the past two months, one earnings estimate for RFIL has increased, raising the consensus estimate from $0.24 to $0.29 [10]. - For the next fiscal year, one estimate has also moved upwards, with no downward revisions noted [10]. Conclusion - Given the strong performance metrics and positive earnings outlook, RFIL is positioned as a promising investment opportunity with a Momentum Score of A [12].

Core Viewpoint - RF Industries, Ltd. reported quarterly earnings of $0.1 per share, exceeding the Zacks Consensus Estimate of $0.06 per share, and showing a significant improvement from a loss of $0.01 per share a year ago [1] Financial Performance - The company achieved revenues of $19.79 million for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 6.86%, compared to $16.84 million in the same quarter last year [2] - Over the last four quarters, RF Industries has exceeded consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - RF Industries shares have increased approximately 96.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 11.1% [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.08 on revenues of $19.75 million, and for the current fiscal year, it is $0.24 on revenues of $76.37 million [7] - The estimate revisions trend for RF Industries was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Semiconductors - Radio Frequency industry, to which RF Industries belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

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][2]. Company Overview: RF Industries, Ltd. (RFIL) - RFIL currently holds a Momentum Style Score of B, indicating potential for strong performance based on price changes and earnings estimate revisions [3]. - The company has a Zacks Rank of 1 (Strong Buy), which historically outperforms the market when combined with a Style Score of A or B [4]. Price Performance - Over the past week, RFIL shares have increased by 16.36%, while the Zacks Semiconductors - Radio Frequency industry has decreased by 0.85% [6]. - In a longer timeframe, RFIL shares have risen by 94.21% over the past three months and 89.43% over the past year, significantly outperforming the S&P 500, which increased by 14.96% and 18.01% respectively [7]. Trading Volume - RFIL's average 20-day trading volume is 252,019 shares, which serves as a baseline for price-to-volume analysis, indicating bullish or bearish trends [8]. Earnings Outlook - In the last two months, one earnings estimate for RFIL has increased, raising the consensus estimate from $0.23 to $0.24 for the full year, with no downward revisions noted [10]. - For the next fiscal year, one estimate has also moved upwards, reflecting positive sentiment regarding RFIL's earnings potential [10]. Conclusion - Given the strong performance metrics and positive earnings outlook, RFIL is positioned as a promising investment opportunity with a Momentum Score of B and a Zacks Rank of 1 (Strong Buy) [12].

Group 1: Earnings Performance - Qorvo reported quarterly earnings of $0.92 per share, exceeding the Zacks Consensus Estimate of $0.62 per share, and up from $0.87 per share a year ago, representing an earnings surprise of +48.39% [1] - Over the last four quarters, Qorvo has consistently surpassed consensus EPS estimates [2] - The company posted revenues of $818.78 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.69%, although down from $886.67 million year-over-year [2] Group 2: Stock Performance and Outlook - Qorvo shares have increased approximately 20.6% since the beginning of the year, outperforming the S&P 500's gain of 8.6% [3] - The future performance of Qorvo's stock will largely depend on management's commentary during the earnings call and the earnings outlook [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.68 on revenues of $961.23 million, and for the current fiscal year, it is $5.55 on revenues of $3.69 billion [7] Group 3: Industry Context - The Semiconductors - Radio Frequency industry, to which Qorvo belongs, is currently ranked in the top 5% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Qorvo's stock performance [5][6]

Company Overview - RF Industries, Ltd. (RFIL) shares increased by 12.7% to close at $8.51, with trading volume significantly higher than usual, and a total gain of 36.8% over the past four weeks [1] - The company is expanding its portfolio with new applications including small cells, distributed antenna systems, industrial connectivity, and DAC thermal cooling, in addition to its interconnect product offerings [1] Earnings Expectations - RF Industries is projected to report quarterly earnings of $0.06 per share, reflecting a year-over-year increase of 700% [2] - Expected revenues for the upcoming quarter are $18.52 million, which is a 10% increase compared to the same quarter last year [2] Stock Performance and Trends - The consensus EPS estimate for RF Industries has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] - RF Industries currently holds a Zacks Rank of 1 (Strong Buy), suggesting strong potential for future performance [3] Industry Context - RF Industries is part of the Zacks Semiconductors - Radio Frequency industry, where another company, Qorvo (QRVO), has a consensus EPS estimate of $0.62, representing a year-over-year decline of 28.7% [4] - Qorvo holds a Zacks Rank of 3 (Hold), indicating a more cautious outlook compared to RF Industries [4]

Company Overview - RF Industries, Ltd. (RFIL) currently holds a Momentum Style Score of B, indicating potential for strong performance based on recent trends [3] - The company has a Zacks Rank of 1 (Strong Buy), which is associated with a historical outperformance in the market [4] Price Performance - Over the past week, RFIL shares have increased by 16.26%, significantly outperforming the Zacks Semiconductors - Radio Frequency industry, which rose by 4.32% [6] - In a longer time frame, RFIL's monthly price change is 62.13%, compared to the industry's 10.02% [6] - Over the past quarter, RFIL shares have risen by 64.16%, and over the last year, they have increased by 69.69%, while the S&P 500 has only moved 24.12% and 14.76%, respectively [7] Trading Volume - RFIL's average 20-day trading volume is 115,345 shares, which serves as a price-to-volume baseline; a rising stock with above-average volume is generally considered bullish [8] Earnings Outlook - In the past two months, one earnings estimate for RFIL has moved higher, while none have moved lower, resulting in an increase in the consensus estimate from $0.23 to $0.24 [10] - For the next fiscal year, one estimate has also moved upwards with no downward revisions during the same period [10] Conclusion - Considering the positive price trends, strong earnings outlook, and favorable trading volume, RFIL 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 [12]

Group 1 - RF Industries, Ltd. (RFIL) reported quarterly earnings of $0.07 per share, exceeding the Zacks Consensus Estimate of $0.04 per share, and showing an increase from $0.01 per share a year ago, representing an earnings surprise of 75% [1] - The company posted revenues of $18.91 million for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 9.69%, compared to $16.11 million in the same quarter last year [2] - RF Industries has outperformed the S&P 500, with shares increasing about 5.4% since the beginning of the year, while the S&P 500 gained 1.6% [3] Group 2 - The current consensus EPS estimate for the upcoming quarter is $0.07 on revenues of $17.68 million, and for the current fiscal year, it is $0.23 on revenues of $73.86 million [7] - The Zacks Industry Rank for Semiconductors - Radio Frequency is in the top 39% of over 250 Zacks industries, indicating that the industry outlook can significantly impact stock performance [8]

Core Viewpoint - Qorvo reported quarterly earnings of $1.42 per share, exceeding the Zacks Consensus Estimate of $1.01 per share, and showing a year-over-year increase from $1.39 per share [1] Financial Performance - The company achieved revenues of $869.47 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.09%, but down from $940.99 million a year ago [2] - Over the last four quarters, Qorvo has consistently surpassed consensus EPS estimates and revenue estimates [2] Stock Performance - Qorvo shares have declined approximately 8.8% since the beginning of the year, compared to a 6% decline in the S&P 500 [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.62 on revenues of $762.13 million, and for the current fiscal year, it is $5.62 on revenues of $3.7 billion [7] - The trend of estimate revisions for Qorvo has been favorable leading up to the earnings release [6] Industry Context - The Semiconductors - Radio Frequency industry, to which Qorvo belongs, is currently ranked in the top 2% of over 250 Zacks industries, suggesting strong performance potential [8]