Core Viewpoint - Bel Fuse Inc. is set to release preliminary financial results for the second quarter on July 24, 2025, with a conference call scheduled for July 25, 2025, at 8:30 a.m. ET [1] Company Overview - Bel Fuse Inc. designs, manufactures, and markets a wide range of products that power, protect, and connect electronic circuits [2] - The company's products are utilized in various industries, including defense, commercial aerospace, networking, telecommunications, computing, general industrial, high-speed data transmission, transportation, and eMobility [2] - Bel's product categories include Power Solutions and Protection, Connectivity Solutions, and Magnetic Solutions, with operations in facilities worldwide [2]

Core Viewpoint - Credo Technology Group (CRDO) and Nova Limited (NVMI) are highlighted as standout companies in the tech sector, particularly in the semiconductor industry, which is currently performing well [1][11]. Company Overview - Credo specializes in high-performance connectivity solutions, while Nova provides metrology solutions for advanced process control in semiconductor manufacturing [2]. Growth Trajectories - Credo's total sales are projected to increase by 86% in FY26 to $811.4 million from $436.77 million in FY25, with FY27 sales expected to rise another 21% to $987.2 million. Annual earnings per share (EPS) are forecasted to exceed 100% growth in FY26 to $1.48, up from $0.70 in FY25, and to increase by 22% in FY27 to $1.80 [3][5]. - Nova's sales are anticipated to grow by 28% this year, reaching $923.4 million in FY26, with EPS expected to rise by 26% in FY25 and another 10% in FY26 to $9.33 [5][6]. Stock Performance - Credo's stock has increased nearly 40% year-to-date, while Nova's shares have gained 43%. Over the past three years, Credo's stock has surged over 650%, and Nova's shares have risen more than 200%, outperforming broader market indexes [7]. Earnings Estimates and Revisions - Credo's FY26 and FY27 EPS estimates have risen over 30% in the last 60 days, indicating potential for further upside [8][9]. - Nova's FY25 EPS estimates have seen slight increases in the past two months, with FY26 estimates up by 3% [9]. Market Position - Both companies are positioned in the top 35% of Zacks' Electronics-Semiconductors Industry, reflecting a strong business environment and growth potential [1][11].

Lightera Makes Investment in OCCROANOKE, Va. and NORCROSS, Ga., July 7, 2025 /PRNewswire/ -- Optical Cable Corporation (Nasdaq GM: OCC) ("OCC®") and Lightera, LLC ("Lightera") today announced the companies have entered into a strategic collaboration agreement to expand product offerings and solutions—especially for the data center and enterprise sectors. As a global leader in optical fiber and connectivity solutions, Lightera has a long history of industry-leading innovation, design and manufacturing capabi ...

Group 1 - Ericsson's financial report for Q2 2025 will be published at approximately 7:00 AM CEST on July 15, 2025 [1] - A live video webcast will be held at 9:00 AM CEST for comments and questions regarding the report, featuring President and CEO Börje Ekholm and CFO Lars Sandström [1][4] - The financial report will be available on Ericsson's website after the press release [1] Group 2 - The webcast will be accessible on-demand after the event on Ericsson's website [2] - Ericsson has been a pioneer in communication technology for nearly 150 years, providing mobile communication and connectivity solutions [3]

Group 1: Market Trends - Stocks near all-time or 52-week highs indicate strong bullish sentiment, with buyers in control [1] - Stocks making new highs are likely to continue rising, especially with positive earnings estimate revisions [8] Group 2: Credo Technology Group (CRDO) - Credo Technology, rated Zacks Rank 1 (Strong Buy), offers innovative high-speed connectivity solutions, benefiting from the AI surge [3][4] - The company reported a remarkable 180% year-over-year increase in sales, significantly exceeding consensus expectations [5] - The outlook for Credo remains bullish due to sustained demand and increased AI spending [4] Group 3: Heico (HEI) - Heico, also rated Zacks Rank 1 (Strong Buy), operates in aerospace, industrial, defense, and electronics sectors, with products used in various aircraft [9] - The company achieved record Q2 sales and net income, with sales growing 15% and net income increasing by 27%, surpassing consensus expectations [10] - Both segments of Heico, Flight Support and Electrical Technologies, experienced sales growth of 19% and 7%, respectively, with an operating margin increase to 22.6% from 21.9% year-over-year [10]

Group 1: Nvidia and Market Trends - Nvidia stock reached all-time highs, contributing to the Nasdaq-100-tracking QQQ ETF achieving new records [1] - Wall Street's optimism is driven by cooling Middle East tensions and expectations of a cease-fire agreement between Israel and Iran [1][2] - The technology sector is experiencing a rally, with investors encouraged to buy strong technology stocks benefiting from the artificial intelligence boom [2] Group 2: Rockwell Automation (ROK) - Rockwell Automation is focused on industrial automation and digital transformation, providing solutions across Intelligent Devices, Software & Control, and Lifecycle Services [4] - ROK is integrating advanced AI and robotics technologies into its automation solutions, enhancing manufacturing efficiency [6] - The company exceeded Q2 FY25 earnings estimates and provided positive guidance, projecting a 16% increase in adjusted earnings for FY26 [7][8] Group 3: Credo Technology Group (CRDO) - Credo Technology designs high-speed connectivity solutions that are in high demand due to investments in artificial intelligence [14] - The company reported a 126% revenue growth for fiscal 2025, with adjusted earnings rising from $0.09 to $0.70 [16] - CRDO is projected to grow adjusted earnings by 111% in fiscal 2026, with revenue expected to increase from around $200 million in FY24 to nearly $1 billion in FY27 [18]

Core Insights - WidePoint Corporation (WYY) is making significant progress under the Department of Defense's Spiral 4 contract, which has a potential value of up to $2.7 billion across multiple vendors, presenting a major pipeline opportunity [1] - The company secured two new task orders under Spiral 4 in Q1 2025, adding to a previously announced base-year award with a potential 10-year value of approximately $25 million, indicating growing traction despite modest award sizes [2][11] - WidePoint is expanding its internal team dedicated to Spiral 4, reflecting confidence in pipeline conversion and long-term execution, and differentiating itself by offering managed mobility and lifecycle services beyond core carrier offerings [3][11] - The transition from Spiral 3 to Spiral 4 is expected to drive momentum for WidePoint as several awards under Spiral 3 are set to expire by mid-2025 [2][4] Competitive Landscape - Other federal mobility providers, such as EchoStar Corporation (SATS) and T-Mobile US, Inc. (TMUS), are also positioning themselves under the Spiral 4 contract [5] - EchoStar, through its subsidiary Hughes Network Systems, is focusing on integrated 5G and satellite-backed connectivity solutions for federal mobility, although it faces operational scrutiny regarding its wireless service obligations [6] - T-Mobile has been selected by the U.S. Department of the Navy as a wireless solutions provider under a $2.67 billion contract, offering a range of services supported by its nationwide 5G network [7][8] Financial Performance - WidePoint's shares have declined by 14.6% over the past three months, contrasting with an 8.4% rise in the industry [9] - The Zacks Consensus Estimate for WidePoint's earnings in 2025 has shifted from a profit of 1 cent per share to a loss of 14 cents, while earnings for 2026 are projected to grow robustly by 175% [13] - The company's stock is currently trading at a forward 12-month price-to-sales multiple of 0.18X, significantly below the industry average of 1.8X, indicating an attractive investment opportunity [16]

BOSTON, June 24, 2025 /PRNewswire/ -- Blues, a leader in IoT connectivity solutions, today announced that former Evernote Chief Executive Officer (CEO) Ian Small has joined the company as CEO. Small, who has more than 30 years of technology-industry experience, brings deep operational expertise and a track record of scaling companies from early-stage through public-market maturity. Ian Small, Blues CEO Small is widely recognized as an end-to-end operator with the ability to drive growth across every st ...

Group 1: Credo Technology Group - Credo Technology Group is a provider of high-performance serial connectivity solutions for various markets including hyperscale datacenter, 5G carrier, enterprise networking, artificial intelligence, and high-performance computing [1] - The company has a Zacks Rank of 1 (Strong Buy) and its current year earnings estimate has increased by 19.4% over the last 60 days [1] - Credo's shares have gained 73.6% over the last three months, significantly outperforming the S&P 500's gain of 3.6% [2] Group 2: Ferguson plc - Ferguson plc is a distributor of plumbing and heating products primarily serving professional contractors and consumers in the USA, UK, Nordics, Canada, and Central Europe [2] - The company also holds a Zacks Rank of 1 and has seen a 1.7% increase in its current year earnings estimate over the last 60 days [2] - Ferguson's shares have increased by 29.3% over the last three months, again outperforming the S&P 500's gain of 3.6% [3]

Credo Technology Group TodayCRDOCredo Technology Group$76.10 -0.36 (-0.47%) 52-Week Range$22.50▼$86.69Price Target$78.60Add to WatchlistCredo Technology Group’s NASDAQ: CRDO stock price surged 25% following its FQ4 earnings release and guidance update, and it will likely set a new all-time high soon. The results were strong and affirmed the company’s growing importance in the data center, high-performance computing, and AI industries. Once dependent on Amazon NASDAQ: AMZN and Amazon Web Services for its bu ...