Electronics - Miscellaneous Components

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Ouster, Inc. (OUST) Rises Higher Than Market: Key Facts
ZACKS· 2025-09-22 23:15
Ouster, Inc. (OUST) ended the recent trading session at $35.02, demonstrating a +1.04% change from the preceding day's closing price. The stock exceeded the S&P 500, which registered a gain of 0.44% for the day. Elsewhere, the Dow gained 0.14%, while the tech-heavy Nasdaq added 0.7%. Heading into today, shares of the company had gained 13.08% over the past month, outpacing the Computer and Technology sector's gain of 9.59% and the S&P 500's gain of 4.03%.The upcoming earnings release of Ouster, Inc. will be ...
Strength Seen in Ouster (OUST): Can Its 13.4% Jump Turn into More Strength?
ZACKS· 2025-09-19 17:15
Ouster, Inc. (OUST) shares ended the last trading session 13.4% higher at $34.72. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 3.6% gain over the past four weeks.Ouster is benefiting from the growing adoption of Physical AI, advancements in AI-driven lidar technology, and increased demand across industries like defense, industrial automation, automotive, and smart infrastructure.This company is expected to post ...
Strength Seen in American Superconductor (AMSC): Can Its 6.6% Jump Turn into More Strength?
ZACKS· 2025-09-19 12:20
American Superconductor (AMSC) shares rallied 6.6% in the last trading session to close at $64.49. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 25.7% gain over the past four weeks.The optimism surrounding the stock can be attributed to strong tailwinds like semiconductor-driven materials demand, global data center growth, renewable energy expansion, resilient traditional energy spending, rising defense bud ...
Can Data Center Interconnect Fuel Fresh Upside for FN Stock?
ZACKS· 2025-09-18 18:31
Key Takeaways Fabrinet broke out DCI as a standalone metric in the fiscal fourth quarter 2025 for the first time.Fabrinet is benefiting from AI-fueled demand for high-bandwidth Data Center Interconnects.Fabrinet's DCI revenues were $107 million in the fourth quarter of fiscal 2025, 12% of total revenues.Fabrinet (FN) is ramping its exposure to Data Center Interconnect (DCI), a segment poised to gain prominence as hyperscalers scale infrastructure to meet accelerating AI and cloud workloads. DCI forms the op ...
TE Connectivity (TEL) Is Up 0.52% in One Week: What You Should Know
ZACKS· 2025-09-17 17:01
投资策略 - 动量投资策略核心是追随股票近期趋势 无论涨跌方向 在上涨趋势中投资者买入高价但期望以更高价卖出[1] - 该策略关键在于利用股价趋势 一旦股票确立方向 很可能继续沿该方向移动 目标是实现及时且盈利的交易[1] 公司评分与排名 - TE Connectivity目前持有Zacks动量风格评分B级[2] - 公司当前Zacks排名为第2级(买入)[3] - 研究显示Zacks排名第1级(强力买入)和第2级(买入)且风格评分A或B级的股票在未来一个月内表现优于市场[3] 价格表现 - 过去一周股价上涨0.52% 而Zacks电子-杂项组件行业同期持平[5] - 月度价格变动4.51% 优于行业3.72%的表现[5] - 过去季度股价上涨27.68% 过去一年累计上涨43.83%[6] - 同期标普500指数仅分别上涨10.17%和18.61%[6] 交易量分析 - 20日平均交易量为1,471,580股[7] - 上涨股票配合高于平均成交量通常为看涨信号 而下跌股票配合高成交量则为看跌信号[7] 盈利预期修正 - 过去两个月内 7个全年盈利预估上调 无下调[9] - 共识预估从8.27美元提升至8.60美元[9] - 下一财年7个预估上调 同期无下调修订[9]
CTS vs. OLED: Which Stock Should Value Investors Buy Now?
ZACKS· 2025-09-16 16:41
Investors interested in Electronics - Miscellaneous Components stocks are likely familiar with CTS (CTS) and Universal Display Corp. (OLED) . 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 proven Zacks Rank puts an emphasis on earnings estimates and estimate revisio ...
Are Computer and Technology Stocks Lagging Astera Labs, Inc. (ALAB) This Year?
ZACKS· 2025-09-15 14:41
Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Astera Labs, Inc. (ALAB) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question.Astera Labs, Inc. is one of 604 individual stocks in the Com ...
Can Fabrinet's Optical Packaging Momentum Deliver Sustainable Growth?
ZACKS· 2025-09-12 17:30
行业地位与技术优势 - 公司作为领先的光学封装专家 在行业向更高带宽要求和先进数据中心架构转型中具有战略地位 [1] - 公司在精密光学组装和封装技术方面的专业知识 使其处于重塑全球连接的基础设施发展中心 [1] - 现代光学封装复杂性持续增加 因网络向更高速率迁移 下一代收发器需要更精密的热管理和小型化 传统制造难以满足 [3] 财务表现与增长动力 - 光学通信收入在2025财年第四季度达到6.89亿美元 同比增长15% 占总收入76% [2] - 电信业务增长46%至4.12亿美元 其中数据中心互连贡献1.07亿美元 约占四分之一 [2] - 800Gb及以上高速产品当季产生3.13亿美元收入 同比增长21% [3][8] - 2026财年第一季度光学通信收入共识预期为6.9992亿美元 同比增长11.8% [4] - 2026财年第一季度每股收益共识预期为2.83美元 过去30天上调0.1美元 预示18.41%同比增长 [11] 市场需求与新兴机会 - 人工智能工作负载和云计算扩张推动光学封装需求持续走强 [2] - 高性能计算系统对精密度和集成度要求更高 公司已将其列为独立收入类别 反映其独特需求和增长潜力 [4][8] 竞争格局 - 公司与Lumentum Holdings和Coherent Corp在光学封装领域存在竞争重叠 [5] - Lumentum致力于开发用于带宽密集型电信和超大规模应用的相干光学模块与光子集成平台 [5] - Coherent Corp正扩展激光器、光学引擎和集成组件能力 支持向800G及更高速率迁移 [5] - 三家公司在人工智能工作负载、云计算扩张和高性能计算等共同驱动因素中均处于有利地位 [5] 股价与估值 - 公司年初至今股价上涨64.7% 显著超越电子杂项组件行业34.3%和技术板块18.2%的涨幅 [6] - 公司当前远期12个月市销率为3.05倍 高于行业平均的2.08倍 [9] - 公司价值评分获C级 [9]
Is Ouster (OUST) Outperforming Other Computer and Technology Stocks This Year?
ZACKS· 2025-09-12 14:40
Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Ouster, Inc. (OUST) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.Ouster, Inc. is a member of our Computer and Technology group, which includes 605 different companies and currently sits at #4 in the Zacks Secto ...
OSI Systems (OSIS) Surpasses Q4 Earnings and Revenue Estimates
ZACKS· 2025-08-21 14:40
核心财务表现 - 季度每股收益3.24美元 超出市场预期3.19美元 同比增长14.1%(从2.84美元)[1] - 季度营收5.0499亿美元 超出市场预期2.34% 同比增长5%(从4.8091亿美元)[2] - 连续四个季度均超越每股收益和营收预期[2] 股价表现与市场比较 - 年初至今股价累计上涨33.4% 显著超越标普500指数8.7%的涨幅[3] - 当前Zacks评级为第二级(买入)预期短期内将继续跑赢市场[6] 未来业绩预期 - 下季度预期每股收益1.44美元 营收3.6905亿美元[7] - 本财年预期每股收益10.02美元 营收17.8亿美元[7] - 盈利预测修正趋势在财报发布前呈现积极态势[6] 行业地位与比较 - 所属电子-杂项组件行业在Zacks行业排名中处于前29%分位[8] - 行业研究显示排名前50%的行业表现优于后50%行业逾两倍[8] - 同业公司Lantronix预计季度每股收益0.01美元 同比下滑93.3%[9] - Lantronix预期营收2850万美元 同比下降41.9%[10]