Core Insights - Zacks Premium offers tools for investors to enhance their stock market strategies, including daily updates on Zacks Rank and Industry Rank, research reports, and stock screens [1] - The Zacks Style Scores are designed to help investors identify stocks with the highest potential to outperform the market within a 30-day timeframe [2] Zacks Style Scores Overview - The Style Scores categorize stocks into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] - Value Score emphasizes finding undervalued stocks based on financial ratios [3] - Growth Score focuses on a company's financial health and future growth potential [4] - Momentum Score identifies stocks with favorable price trends and earnings outlooks [5] - VGM Score combines all three styles to highlight stocks with attractive value, growth forecasts, and momentum [6] Zacks Rank and Style Scores Interaction - The Zacks Rank utilizes earnings estimate revisions to assist in portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +23.75% since 1988, significantly outperforming the S&P 500 [7][8] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 that also have Style Scores of A or B for optimal success [9] - Stocks rated 4 (Sell) or 5 (Strong Sell) should be avoided, even if they have high Style Scores, due to declining earnings forecasts [10] Company Spotlight: Pentair plc - Pentair plc, based in Manchester, U.K., provides sustainable water solutions globally, focusing on clean water access and consumption reduction [11] - Currently rated 3 (Hold) with a VGM Score of A, Pentair has a Momentum Style Score of B and has seen a 0.7% increase in shares over the past four weeks [12] - Recent upward revisions in earnings estimates by analysts indicate a positive outlook, with the Zacks Consensus Estimate rising by $0.09 to $4.84 per share [12]

Core Insights - Allot Ltd. (ALLT) is set to report its Q2 2025 results on August 14, with earnings expected to be breakeven compared to a loss of 2 cents in the same quarter last year [1] - The revenue consensus estimate for the upcoming quarter is $22.9 million, reflecting a 3.3% year-over-year increase [1][2] - The company has seen strong demand for its Smart and Tera III products, driven by multi-million-dollar agreements with tier-1 customers, which is expected to boost revenue and margins [6][8] Financial Estimates - The Zacks Consensus Estimate for Q2 2025 revenues is $22.9 million, with a year-over-year growth estimate of 3.34% [2] - For the next quarter (Q3 2025), the revenue estimate is $25.9 million, indicating an 11.45% growth [2] - The current year revenue estimate stands at $98.6 million, with a year-over-year growth of 6.95%, while the next year is projected at $125.7 million, reflecting a 27.48% increase [2] Earnings Projections - The earnings consensus for Q2 2025 is expected to be flat at $0.00, compared to a loss of $0.02 in the same quarter last year [3] - For the current year, the earnings estimate is $0.10, with a significant year-over-year growth of 150% expected for the next year at $0.28 [3] Market Performance - ALLT's stock has increased by 28% year-to-date, significantly outperforming the industry growth of 19% [10] - The current valuation metrics indicate that ALLT is trading at a trailing EV-to-EBITDA of 71.63X, which is considerably higher than the industry average of 35.85X [11] Strategic Positioning - The company is benefiting from rising high-margin recurring revenues from its SECaaS offerings, which are expected to grow around 50% year-over-year [8] - Partnerships, such as Verizon's integration of SECaaS into mobile plans, are enhancing recurring revenue visibility and long-term growth potential [6][13] - The competitive landscape includes companies like Radware and Ceragon Networks, which are also focusing on subscription-based services and recurring revenue strategies [9]

Company Overview - Microchip Technology Incorporated is a leading provider of smart, connected, and secure embedded control solutions [3] - The company serves approximately 105,000 customers across various markets including industrial, automotive, consumer, aerospace and defense, communications, and computing [3] - Microchip is headquartered in Chandler, Arizona, and offers comprehensive product portfolios and development tools to reduce risk and lower total system costs [3] Upcoming Events - The company will present at the Mizuho 2025 Technology Conference on August 12, 2025, at 11:30 a.m. Mountain Time [1] - Mr. Eric Bjornholt, Senior Vice President and Chief Financial Officer, will represent the company during the presentation [1] - A live webcast of the presentation will be available on the Microchip website [1]

Core Viewpoint - Microchip Technology Incorporated has appointed Steve Sanghi as the permanent Chief Executive Officer and President, after serving in an interim capacity since November 2024 [1][2]. Group 1: Leadership Changes - Steve Sanghi has been with Microchip for over 30 years and previously served as CEO until 2021 [1][2]. - The Board of Directors expressed confidence in Sanghi's leadership, highlighting his decisive actions in implementing a recovery plan to restore the company's industry leadership [2]. Group 2: Recovery Plan - Sanghi noted that while several elements of the recovery plan have been completed or substantially implemented, achieving the long-term operating model will require ongoing efforts [2]. Group 3: Company Overview - Microchip Technology is a leading provider of smart, connected, and secure embedded control solutions, serving approximately 109,000 customers across various markets including industrial, automotive, consumer, aerospace, defense, communications, and computing [3]. - The company is headquartered in Chandler, Arizona, and offers comprehensive product portfolios and development tools to reduce risk and lower total system costs [3].

Company Overview - Microchip Technology Incorporated is a leading provider of smart, connected, and secure embedded control solutions [3] - The company serves approximately 112,000 customers across various markets including industrial, automotive, consumer, aerospace and defense, communications, and computing [3] - Microchip is headquartered in Chandler, Arizona, and offers outstanding technical support along with dependable delivery and quality [3] Upcoming Event - The company will present at the Mizuho 2025 Technology Conference on June 10, 2025, at 9:45 a.m. Eastern Time [1] - Presenters will include Mr. Richard Simoncic, Chief Operating Officer, and Mr. Sajid Daudi, Head of Investor Relations [1] - A live webcast of the presentation will be available on the Microchip website [1]

Company Overview - Microchip Technology Incorporated is a leading provider of smart, connected, and secure embedded control solutions [3] - The company serves approximately 112,000 customers across various markets including industrial, automotive, consumer, aerospace and defense, communications, and computing [3] - Microchip is headquartered in Chandler, Arizona, and offers comprehensive product portfolios and development tools to reduce risk and lower total system costs [3] Upcoming Event - The company will present at the TD Cowen 53rd Annual Global Technology, Media, and Communications Conference on May 28, 2025, at 10:50 a.m. Eastern Time [1] - Presenters will include Mr. Richard Simoncic, Chief Operating Officer, and Mr. Eric Bjornholt, Senior Vice President and Chief Financial Officer [1] - A live webcast of the presentation will be available on the Microchip website [1]

Company Overview - Microchip Technology Incorporated is a leading provider of smart, connected, and secure embedded control solutions [3] - The company serves approximately 112,000 customers across various markets including industrial, automotive, consumer, aerospace and defense, communications, and computing [3] - Microchip is headquartered in Chandler, Arizona, and offers comprehensive product portfolios and development tools to reduce risk and lower total system costs [3] Upcoming Event - The company will present at the J.P. Morgan 53rd Annual Global Technology, Media, and Communications Conference on May 14, 2025, at 3:00 p.m. Eastern Time [1] - Mr. Eric Bjornholt, Senior Vice President and Chief Financial Officer, will represent the company during the presentation [1] - A live webcast of the presentation will be available on the Microchip website [1]

Core Viewpoint - Allot Ltd. reported solid financial results for Q1 2025, highlighting a 54% year-over-year increase in SECaaS Annual Recurring Revenue (ARR) and a positive outlook for continued growth in the cybersecurity sector [1][3]. Financial Highlights - Total revenues for Q1 2025 were $23.2 million, a 6% increase from $21.9 million in Q1 2024 [4][8]. - Gross profit on a GAAP basis was $16.0 million, with a gross margin of 69.3%, up from $15.1 million and a gross margin of 69% in the same quarter last year [4]. - Non-GAAP gross profit was $16.3 million, maintaining a gross margin of 70.4%, compared to $15.4 million in Q1 2024 [5]. - The operating loss on a GAAP basis was reduced to $0.7 million from $2.7 million in Q1 2024 [5][6]. - Net loss on a GAAP basis was $0.3 million, or $0.01 per share, an improvement from a net loss of $2.5 million, or $0.07 per share, in Q1 2024 [6]. SECaaS Performance - SECaaS revenues grew by 49% year-over-year to $5.1 million [8]. - The SECaaS ARR as of March 2025 reached $21.2 million, reflecting a 54% increase year-over-year [8][25]. - The company anticipates SECaaS revenue and ARR to achieve strong year-over-year increases of around 50% or more for the full year 2025 [3]. Cash Flow and Financial Position - Operating cash flow for the quarter was positive at $1.7 million [7]. - Cash and cash equivalents, along with short-term deposits, totaled $60.7 million as of March 31, 2025, an increase of $2 million from $58.8 million at the end of 2024 [9]. Customer and Market Insights - The company signed several multi-million dollar agreements with new customers for its Smart product and noted strong interest in its Tera III product from tier-1 customers [3]. - Verizon Business launched a new mobile plan that includes Allot's SECaaS service, indicating the growing importance of cybersecurity solutions in the telecommunications sector [3].

Core Viewpoint - Microchip Technology Incorporated has declared a quarterly cash dividend of 45.5 cents per share, payable on June 5, 2025, to stockholders of record on May 22, 2025, marking a continuation of its dividend payments since fiscal year 2003 [1]. Company Overview - Microchip Technology Incorporated is a leading provider of smart, connected, and secure embedded control solutions, serving approximately 109,000 customers across various markets including industrial, automotive, consumer, aerospace and defense, communications, and computing [2]. - The company offers easy-to-use development tools and a comprehensive product portfolio that help customers create optimal designs, reducing risk while lowering total system cost and time to market [2]. - Headquartered in Chandler, Arizona, Microchip is known for its outstanding technical support, dependable delivery, and quality [2].