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Onto Innovation (ONTO) Falls More Steeply Than Broader Market: What Investors Need to Know
ZACKS· 2025-07-11 23:16
Company Performance - Onto Innovation's stock decreased by 1.08% to $101.76, underperforming the S&P 500's loss of 0.33% on the same day [1] - Over the past month, Onto Innovation's stock has increased by 2.87%, which is lower than the Computer and Technology sector's gain of 5.24% and the S&P 500's gain of 4.07% [1] Upcoming Earnings - Onto Innovation is expected to report earnings of $1.27 per share, reflecting a year-over-year decline of 3.79% [2] - The consensus estimate for revenue is $249.75 million, which represents a 3.06% increase from the prior-year quarter [2] Full Year Projections - For the full year, earnings are projected at $5.14 per share, indicating a decline of 3.75% from the previous year, while revenue is expected to reach $994.52 million, showing a slight increase of 0.73% [3] - Recent revisions to analyst forecasts for Onto Innovation should be monitored, as they may indicate changes in short-term business dynamics [3] Valuation Metrics - Onto Innovation has a Forward P/E ratio of 20.03, which aligns with its industry's Forward P/E of 20.03 [6] - The company has a PEG ratio of 0.67, matching the average PEG ratio for the Nanotechnology industry [6] Industry Overview - The Nanotechnology industry is part of the Computer and Technology sector and holds a Zacks Industry Rank of 91, placing it in the top 37% 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]
Here's Why Teradyne (TER) Fell More Than Broader Market
ZACKS· 2025-07-11 23:16
Company Performance - Teradyne's stock closed at $97.05, reflecting a -1.59% change from the previous day's closing price, underperforming compared to the S&P 500's -0.33% loss [1] - Over the past month, Teradyne's stock has increased by 14.8%, outperforming the Computer and Technology sector's gain of 5.24% and the S&P 500's gain of 4.07% [1] Upcoming Earnings - Teradyne is expected to report an EPS of $0.54, which represents a 37.21% decrease from the same quarter last year [2] - The consensus estimate for revenue is $646.05 million, indicating an 11.49% decrease compared to the same quarter of the previous year [2] Full Year Projections - For the full year, earnings are projected at $3.17 per share, reflecting a -1.55% change from the prior year, while revenue is expected to be $2.91 billion, representing a +3.18% change [3] Analyst Estimates - Recent changes to analyst estimates for Teradyne are important as they indicate shifts in near-term business trends, with upward revisions suggesting positive sentiment towards the company's operations [4] - The Zacks Consensus EPS estimate has increased by 0.21% over the past month, and Teradyne currently holds a Zacks Rank of 3 (Hold) [6] Valuation Metrics - Teradyne's Forward P/E ratio is 31.11, indicating a premium compared to its industry's Forward P/E of 19.35 [6] - The company has a PEG ratio of 4.3, while the average PEG ratio for the Electronics - Miscellaneous Products industry is 1.8 [7] Industry Context - The Electronics - Miscellaneous Products industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 87, placing it in the top 36% of over 250 industries [7][8] - The Zacks Industry Rank measures the strength of industry groups based on the average Zacks Rank of individual stocks, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [8]
3 Hot Tech Stocks Showing Bullish Price Action Right Now
MarketBeat· 2025-07-11 20:33
Group 1: Amprius Technologies - Amprius Technologies' stock price is rising, reaching multi-year highs in Q3 2025, driven by improved manufacturing capabilities and increased sales, with Q1 revenue exceeding consensus by approximately 35% [2][3] - The company specializes in advanced silicon-anode lithium-ion batteries, serving diverse industries including aerospace and defense, with a client base growing by roughly 65% in Q1 to over 100 [4] - Analysts unanimously rate AMPX as a Buy, expecting a 60% advance, with a high-end target of $15, indicating a potential 150% gain [5] Group 2: Joby Aviation - Joby Aviation is ramping up manufacturing capabilities and is on track for commercial operations in 2026, with a growing deal pipeline and regulatory processes progressing smoothly [8] - The company has secured a distribution agreement in Saudi Arabia, potentially worth $1 billion or more in total revenue within a few years [9] - Despite a Hold rating from analysts, increased coverage and price target increases are trending higher, with Q2 earnings expected to act as a catalyst for share price [11] Group 3: Ambarella - Ambarella is positioned for substantial long-term growth in the physical AI sector, focusing on computer vision semiconductor solutions and edge computing, with a consensus low 20% compound annual growth rate (CAGR) expected through the middle of the next decade [13] - Recent bullish price action includes a sharp advance in late June and early July, confirming a recent bottom and suggesting a potential move to the $80 range [14] - Analysts rate AMBA as a Moderate Buy, with expectations of a 25% advance at consensus [15]
Solitron Devices, Inc. Announces Fiscal 2026 First Quarter Results
Globenewswire· 2025-07-11 20:05
WEST PALM BEACH, Fla., July 11, 2025 (GLOBE NEWSWIRE) -- Solitron Devices, Inc. (OTC Pink: SODI) (“Solitron” or the “Company”) is pleased to announce fiscal 2026 first quarter results. FISCAL 2026 FIRST QUARTER HIGHLIGHTS – Net sales decreased 32% to approximately $2.70 million in the fiscal 2026 first quarter versus $3.97 million in the fiscal 2025 first quarter.Net bookings increased 37% to $2.80 million in the fiscal 2026 first quarter versus $2.04 million in the prior year first quarter.Backlog increas ...
摩根士丹利:中国汽车半导体国产化-投资者反馈
摩根· 2025-07-11 02:22
July 10, 2025 08:00 PM GMT Greater China Tech Semiconductors | Asia Pacific China auto semi localization: investor feedback Investors generally agree on the auto semi localization trend given the predominance of China EVs in the global market, Chinese government advocacy and ample mature node foundry supply. Discussions mainly centred around the best proxy, implications for global auto semi stocks, and the possibility of direct exports We published Three investment themes in China auto semi localization on ...
UMC vs. IFNNY: Which Stock Should Value Investors Buy Now?
ZACKS· 2025-07-10 16:40
Investors looking for stocks in the Electronics - Semiconductors sector might want to consider either United Microelectronics Corporation (UMC) or Infineon Technologies AG (IFNNY) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong ...
Should You Invest in the First Trust NASDAQ Semiconductor ETF (FTXL)?
ZACKS· 2025-07-10 11:22
If you're interested in broad exposure to the Technology - Semiconductors segment of the equity market, look no further than the First Trust NASDAQ Semiconductor ETF (FTXL) , a passively managed exchange traded fund launched on 09/20/2016.An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors.Investor-friendly, sector ETFs provide many options to g ...
ASM International: AI CapEx Trends Are Giving Solid Visibility
Seeking Alpha· 2025-07-10 10:32
Group 1 - ASM International NV operates in the semiconductor deposition market, which is valued at over $27 billion, contributing to a total wafer market exceeding $100 billion [1] - The focus of the analysis is on growth companies, particularly in mid-cap segments, with an emphasis on sectors such as biotechnology, computer chips, cloud technology, energy, and commodities [1] - A systematic balance sheet analysis will be conducted, as many growing businesses struggle with funding, while a stress test will evaluate the safety of each business model [1] Group 2 - The investment strategy prioritizes long-term capital appreciation over short-term speculation [1] - The analyst aims to identify companies that can leverage their intellectual property and play significant roles in current geopolitical contexts [1]
Why Marvell Could Be the Smartest AI Bet Under $80
MarketBeat· 2025-07-09 20:26
The artificial intelligence (AI) boom is reshaping the global economy, but for many investors, the most visible players come with sky-high price tags. The search is on for companies that offer strategic exposure to this explosive growth without demanding a prohibitive premium. Marvell Technology TodayMRVLMarvell Technology$72.26 +0.31 (+0.43%) 52-Week Range$47.09▼$127.48Dividend Yield0.33%Price Target$96.33Add to WatchlistThis has drawn attention to the essential, yet often less hyped, companies that build ...
TCL科技: 2025年半年度业绩预告
Zheng Quan Zhi Xing· 2025-07-09 16:23
TCL 科技集团股份有限公司 董事会 相关ETF 消费电子ETF 证券代码:000100 证券简称:TCL 科技 公告编号:2025-064 TCL 科技集团股份有限公司 TCL 科技集团股份有限公司及董事会全体成员保证公告内容的真实、准确 和完整,没有虚假记载、误导性陈述或者重大遗漏。 一、本期业绩预计情况 期内") 项目 2025 年 1 月 1 日-2025 年 6 月 30 日 上年同期 收入:826 亿元-906 亿元 营业收入 收入:802.24 亿元 比上年同期增长:3%-13% 归属于上市公司股 盈利:18 亿元-20 亿元 盈利:9.95 亿元 东的净利润 比上年同期增长:81%-101% 扣除非经常性损益 盈利:15 亿元-16.5 亿元 后归属于上市公司 盈利:5.59 亿元 股东的净利润 比上年同期增长:168%-195% 基本每股收益 盈利:0.0969 元/股-0.1077 元/股 盈利:0.0535 元/股 注:上年同期数据为公司 2024 年半年度报告披露数据。 二、与会计师事务所沟通情况 本业绩预告未经过注册会计师预审计。有关 2025 年半年度经营业绩的具体 情况,公司将在 ...