Power Conversion

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2 AI Infrastructure Stocks Nobody is Talking About (AEIS, DBRG)
ZACKS· 2025-07-01 16:15
Nvidia ((NVDA) has rightfully earned its spot as the undisputed leader in AI infrastructure, with its GPUs powering everything from training large language models to real-time inference. But while Nvidia dominates the headlines, a few lesser-known players are quietly finding their own niche roles in the sector, though they are going mostly unnoticed. Two such stocks, Advanced Energy Industries ((AEIS) and DigitalBridge Group ((DBRG), are starting to break out. Both names are showing strong recent momentum, ...
GE Vernova's Electrification Arm Powers Solid Growth Ahead
ZACKS· 2025-07-01 13:15
Key Takeaways GEV's Electrification segment posts strong, consistent revenue growth. Siemens Energy and Eaton also benefit from the rising energy generation. GEV trades at a 165% premium to the industry, with a mixed earnings outlook. While headlines often focus more on GE Vernova Inc.’s (GEV) wind and gas turbine businesses, the company’s Electrification segment has always played the role of a key growth engine. In a world racing toward clean energy, the focus lies on modernizing outdated grids and enabl ...
Parker to Acquire Curtis Instruments, Expanding Electrification Offering
Globenewswire· 2025-06-30 13:00
CLEVELAND, June 30, 2025 (GLOBE NEWSWIRE) -- Parker Hannifin Corporation (NYSE:PH), the global leader in motion and control technologies, today announced that it has agreed to acquire Curtis Instruments, Inc. from Rehlko, for approximately $1 billion in cash. The transaction is subject to customary closing conditions, including receipt of applicable regulatory approvals, and is expected to close by the end of calendar year 2025. "Rehlko is proud of the legacy and performance of Curtis as a high-performing, ...
Monolithic Power Systems (MPWR) Earnings Call Presentation
2025-06-24 11:46
MPS Management August 2, 2024 Forward Looking Statements This presentation includes forward-looking statements that involve risks and uncertainties, including our belief in continued expansion of our product lines, advances in our technology, anticipated market opportunities, gross margin targets, net & operating margin targets, inventory targets, continuing business diversification, growth and opportunities in China and Taiwan, and increasing sales penetration in Japan, Korea, the U.S., Singapore and Europ ...
Power Integrations (POWI) Q1 Earnings Surpass Estimates
ZACKS· 2025-05-12 22:20
Power Integrations (POWI) came out with quarterly earnings of $0.31 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.18 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10.71%. A quarter ago, it was expected that this maker of integrated circuits used for power conversion would post earnings of $0.27 per share when it actually produced earnings of $0.30, delivering a surprise o ...
The Trade Desk (TTD) Q1 Earnings and Revenues Top Estimates
ZACKS· 2025-05-08 22:20
Group 1: Earnings Performance - The Trade Desk reported quarterly earnings of $0.33 per share, exceeding the Zacks Consensus Estimate of $0.25 per share, and up from $0.26 per share a year ago, representing an earnings surprise of 32% [1] - The company posted revenues of $616.02 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 7.27%, compared to year-ago revenues of $491.25 million [2] - Over the last four quarters, The Trade Desk has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - The Trade Desk shares have declined approximately 52% since the beginning of the year, while the S&P 500 has only declined by 4.3% [3] - The current consensus EPS estimate for the upcoming quarter is $0.42 on revenues of $676.51 million, and for the current fiscal year, it is $1.79 on revenues of $2.84 billion [7] - The estimate revisions trend for The Trade Desk is currently unfavorable, resulting in a Zacks Rank 5 (Strong Sell) for the stock, indicating expected underperformance in the near future [6] Group 3: Industry Context - The Internet - Services industry, to which The Trade Desk belongs, is currently in the bottom 40% of over 250 Zacks industries, suggesting that the industry outlook can materially impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]