Core Viewpoint - Credo Technology Group Holding Ltd (CRDO) is expected to report strong fiscal Q3 results, with a projected earnings per share (EPS) increase of 284% year-over-year and revenues between $404 million and $408 million, significantly above previous guidance [1][2][8] Financial Performance - The Zacks Consensus Estimate for the upcoming quarter's EPS is 96 cents, reflecting an 284% year-over-year increase, with total revenue estimates at $389.4 million, indicating a 188.5% rise [1] - CRDO has consistently beaten earnings estimates in the past four quarters, with an average surprise of 38.46% [2][3] Revenue Drivers - The strong performance is attributed to high demand for active electrical cables (AEC) and optical products, along with increased engagement with hyperscalers [6][8] - Four hyperscalers contributed over 10% of total revenues, with a fifth hyperscaler beginning to generate initial revenues, indicating a significant expansion in customer base [6][7] Product Growth - AECs are the fastest-growing product line for CRDO, transitioning to higher capacity standards, which enhances their market position [8][9] - The company’s integrated circuit (IC) business, including retimers and optical DSPs, is gaining traction, with new products like the Bluebird optical DSP receiving positive feedback [10][11] Profitability and Margins - Non-GAAP gross margin expanded by 410 basis points to 67.7%, exceeding guidance, with expectations for Q3 margins between 64% and 66% [11][12] - Operating income for the last reported quarter was $124.1 million, a significant increase from $8.3 million in the prior year [11] Competitive Landscape - CRDO faces competition from major semiconductor companies like Broadcom and Marvell Technology, as well as newer entrants like Astera Labs [12] - The company’s reliance on a few key customers poses concentration risks, which could impact revenue stability [13] Stock Performance and Valuation - CRDO's shares have declined by 13.7% over the past six months, underperforming the broader market and its industry peers [14] - The company is trading at a forward P/E ratio of 27.81, which is lower than the industry average of 32.86, suggesting a potential valuation discount [17][18] Investment Outlook - The preliminary revenue update indicates strong demand momentum driven by hyperscalers, positioning CRDO favorably for future growth [19] - The combination of margin expansion, operating leverage, and attractive valuation presents a compelling investment opportunity ahead of the earnings report [19]

Core Viewpoint - Applied Optoelectronics reported a quarterly loss of $0.01 per share, outperforming the Zacks Consensus Estimate of a loss of $0.12, indicating a significant earnings surprise of +91.89% [1][2] Financial Performance - The company posted revenues of $134.27 million for the quarter ended December 2025, slightly missing the Zacks Consensus Estimate by 0.05%, compared to revenues of $100.27 million a year ago [3] - Over the last four quarters, the company has surpassed consensus EPS estimates three times, but has only topped consensus revenue estimates once [2][3] Stock Performance - Applied Optoelectronics shares have increased approximately 66.7% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.5% [4] - The current Zacks Rank for the stock is 3 (Hold), indicating expected performance in line with the market in the near future [7] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.06 on revenues of $145.37 million, and for the current fiscal year, it is $0.55 on revenues of $761.96 million [8] - The trend of estimate revisions for the company was mixed ahead of the earnings release, which could change following the recent report [7] Industry Context - The Electronics - Semiconductors industry, to which Applied Optoelectronics belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]

分组1 - Ambarella reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.10 per share, and showing an increase from $0.11 per share a year ago, resulting in an earnings surprise of +30.00% [1] - The company achieved revenues of $100.87 million for the quarter ended January 2026, surpassing the Zacks Consensus Estimate by 0.56% and increasing from $84.01 million year-over-year [2] - Ambarella has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] 分组2 - The stock has underperformed the market, losing about 0.8% since the beginning of the year compared to the S&P 500's gain of 1.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.07 on revenues of $96.16 million, and for the current fiscal year, it is $0.64 on revenues of $431.43 million [7] - The Electronics - Semiconductors industry, to which Ambarella belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable industry outlook [8]

nLight (LASR) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to a loss of $0.3 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +23.57%. A quarter ago, it was expected that this laser maker would post earnings of $0.02 per share when it actually produced earnings of $0.08, delivering a surprise of +300%.Over the last four quarters, the company has surp ...

Key Takeaways MRVL acquired Celestial AI to add Photonic Fabric for high-bandwidth AI scale-up networks.Marvell Technology targets $500M run rate by fiscal 2028 and $1B by fiscal 2029 from the deal.MRVL trades at 7.11X forward P/S, below industry average, despite 32.3% YTD share decline.Marvell Technology (MRVL) is one of the leading players in the AI-connectivity space with its portfolio covering Ethernet, SerDes, DSPs, PCIe retimers and switches. The company has recently completed the acquisition of Celes ...

Valens Semiconductor, Ltd. (VLN) came out with a quarterly loss of $0.04 per share versus the Zacks Consensus Estimate of a loss of $0.03. This compares to a loss of $0.02 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -20.12%. A quarter ago, it was expected that this company would post a loss of $0.07 per share when it actually produced a loss of $0.04, delivering a surprise of +42.86%.Over the last four quarters, the compan ...

Broadcom Inc. (AVGO) closed at $325.49 in the latest trading session, marking a -1.47% move from the prior day. This change lagged the S&P 500's daily gain of 0.77%. Meanwhile, the Dow gained 0.76%, and the Nasdaq, a tech-heavy index, added 1.05%. Prior to today's trading, shares of the chipmaker had gained 1.69% outpaced the Computer and Technology sector's loss of 3.23% and the S&P 500's loss of 0.98%.The upcoming earnings release of Broadcom Inc. will be of great interest to investors. The company's earn ...

QuickLogic (QUIK) closed the most recent trading day at $8.00, moving -1.36% from the previous trading session. This move lagged the S&P 500's daily loss of 1.04%. Meanwhile, the Dow experienced a drop of 1.66%, and the technology-dominated Nasdaq saw a decrease of 1.13%. Prior to today's trading, shares of the maker of chips for mobile and portable electronics manufacturers had lost 4.92% lagged the Computer and Technology sector's gain of 0.34% and the S&P 500's gain of 1.75%.Analysts and investors alike ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Credo Technology Group Holding Ltd. (CRDO) reports results for the quarter ended January 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be ...

分组1 - indie Semiconductor, Inc. reported a quarterly loss of $0.07 per share, consistent with the Zacks Consensus Estimate, and the same loss as the previous year [1] - The company's revenues for the quarter ended December 2025 were $58.01 million, exceeding the Zacks Consensus Estimate by 1.77%, with no year-over-year change [2] - The stock has increased approximately 4.8% since the beginning of the year, outperforming the S&P 500, which gained 0.5% [3] 分组2 - The earnings outlook for indie Semiconductor is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes [4] - The estimate revisions trend for indie Semiconductor was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] - The current consensus EPS estimate for the next quarter is -$0.04 on revenues of $60.4 million, and -$0.06 on revenues of $280 million for the current fiscal year [7] 分组3 - The Electronics - Semiconductors industry, to which indie Semiconductor belongs, is currently ranked in the top 35% of over 250 Zacks industries, suggesting a favorable outlook [8] - Another company in the same industry, Valens Semiconductor, is expected to report a quarterly loss of $0.03 per share, reflecting a year-over-year change of -50%, with revenues projected at $18.6 million, an increase of 11.6% from the previous year [9][10]