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 ...

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 ...

Key Takeaways Fabrinet is capturing rising demand as AI and cloud growth accelerate optical packaging adoption.800G transceivers generated $313 million in the fourth quarter of fiscal 2025, up 21% year over year.FN now reports HPC separately, signaling its rising role in next-gen optical packaging demand.Fabrinet’s (FN) position as a leading optical packaging specialist has become increasingly strategic as the industry transitions to higher bandwidth requirements and advanced data center architectures. The ...

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 ...

This quarterly report represents an earnings surprise of +1.57%. A quarter ago, it was expected that this airport security and full-body scanner manufacturer would post earnings of $2.38 per share when it actually produced earnings of $2.44, delivering a surprise of +2.52%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. OSI, which belongs to the Zacks Electronics - Miscellaneous Components industry, posted revenues of $504.99 million for the quarter ended June 202 ...

核心财务表现 - 季度每股收益达2.65美元 超出市场预期0.38% 较去年同期2.41美元增长10% [1][2] - 季度营收9.097亿美元 超出市场预期3.01% 较去年同期7.533亿美元增长20.8% [3] - 过去四个季度中 公司三次超越每股收益预期 四次超越营收预期 [2][3] 股价表现与市场对比 - 年初至今股价累计上涨约50% 显著超越标普500指数9.7%的涨幅 [4] - 当前获Zacks评级为第2级(买入) 预计短期内将继续跑赢市场 [7] 未来业绩指引 - 下季度市场共识预期为每股收益2.77美元 营收9.198亿美元 [8] - 本财年市场共识预期为每股收益11.94美元 总营收39.5亿美元 [8] - 盈利预测修正趋势在财报发布前呈现积极态势 [7] 行业环境与同业对比 - 所属电子杂项组件行业在Zacks行业排名中处于前39%分位 [9] - 同业公司OSI Systems预计季度每股收益3.19美元 同比增长12.3% [10] - OSI Systems预计营收4.934亿美元 同比增长2.6% 其盈利预测过去30天保持稳定 [10][11]

核心观点 - 动量投资策略聚焦于股票价格趋势的延续性 通过识别和跟随趋势实现盈利 Fabrinet凭借强劲价格表现和盈利预期上调 成为具有吸引力的动量投资标的 [1][2][11] 价格表现 - 过去一周股价上涨9.13% 显著超越电子元件行业同期0.21%的涨幅 [5] - 月度涨幅达13.4% 远超行业2.63%的平均水平 [5] - 季度涨幅48.61% 年度涨幅54.89% 分别超越标普500指数10.18%和20.38%的涨幅 [6] - 20日平均交易量达500,202股 量价配合良好 [7] 行业比较 - 隶属于Zacks电子-多元组件行业 近期表现显著优于行业基准 [5] - 短期和长期价格表现均显示公司超越同业的强势特征 [5][6] 盈利预期 - 过去两个月内 全年盈利预期获1次上调 无下调 共识预期从10.15美元提升至10.16美元 [9] - 下一财年盈利预期同样获1次上调 无负面修正 [9] - 盈利预期持续改善支撑股价动量 [8][9] 投资评级 - Zacks综合评级为第2级(买入) 动量风格评分获B级 [2][3][11] - 研究显示同时具备买入评级和A/B级风格评分的股票在未来一个月通常跑赢市场 [3]

动量投资方法论 - 动量投资的核心是追踪股票近期趋势 无论上涨或下跌方向 投资者通过"买高卖更高"策略捕捉趋势延续性[1] - 趋势确立后股票更可能延续原方向运动 关键在于识别价格趋势并把握及时交易机会[1] 动量指标构建 - Zacks动量风格评分作为量化工具 解决传统动量指标定义模糊的问题 通过标准化指标筛选优质动量股[2] - 评分系统结合价格变化与盈利预测修正两大核心维度 作为Zacks排名的补充工具[4] Ouster公司动量表现 - 当前获Zacks买入评级(2) 动量风格评分B级 符合"评级1-2且评分A/B"跑赢市场的历史规律[3][4] - 短期价格表现突出 周涨幅17.38%远超行业0.21%涨幅 月涨幅12.78%显著高于行业2.44%[6] - 中长期表现强劲 季度涨幅154.85% 年度涨幅155.31% 大幅跑赢标普500同期13.05%和20.74%[7] 交易量数据 - 20日平均成交量达3,141,445股 量价配合显示看涨信号[8] 盈利预测修正 - 过去60天全年盈利预测获1次上调 共识预测从-1.74美元改善至-1.67美元[10] - 下财年预测同样获1次上调 无下调修正 显示分析师预期持续改善[10] 行业比较 - 所属电子-多元组件行业同期表现疲软 周/月涨幅均低于1% 凸显公司相对优势[6]

公司业绩表现 - 季度每股亏损0.38美元，低于预期的0.45美元亏损，较去年同期的0.53美元亏损有所改善 [1] - 季度营收3505万美元，超出预期309%，较去年同期的2699万美元增长 [2] - 过去四个季度中，公司两次超出每股收益预期，三次超出营收预期 [2] - 本季度盈利超预期1556%，上一季度盈利超预期25% [1] 股价表现 - 年初至今股价上涨88%，远超标普500指数79%的涨幅 [3] - 当前Zacks评级为2级(买入)，预计短期内将跑赢市场 [6] 未来展望 - 下一季度预期每股亏损044美元，营收3630万美元 [7] - 当前财年预期每股亏损171美元，营收1434亿美元 [7] - 盈利预期修正趋势在财报发布前呈现积极态势 [6] 行业情况 - 所属电子-杂项组件行业在Zacks行业排名中位列前37% [8] - 同行业公司OSI Systems预计季度每股收益319美元，同比增长123% [9] - OSI Systems预计季度营收49343亿美元，同比增长26% [10]

公司业绩表现 - 季度每股收益0 57美元 超出Zacks一致预期0 48美元 同比增长96 55% [1] - 营收1 3958亿美元 超出预期5 20% 同比增长2 61% [2] - 连续四个季度均超预期 本季度盈利超预期18 75% 上季度超预期39 39% [1][2] 股价与市场表现 - 年初至今股价累计上涨63 9% 远超标普500指数7 1%涨幅 [3] - 当前Zacks评级为3级(持有) 预计短期表现与市场持平 [6] 未来展望 - 下季度预期每股收益0 53美元 营收1 3517亿美元 本财年预期每股收益1 93美元 营收5 3381亿美元 [7] - 盈利预测修订趋势近期呈现混合状态 需关注财报后调整方向 [6] 行业对比 - 所属电子-杂项组件行业在Zacks行业排名中位列前37% 历史数据显示前50%行业表现优于后50%超2倍 [8] - 同业公司OSI Systems预计季度每股收益3 19美元(同比+12 3%) 营收4 9343亿美元(同比+2 6%) 但30天内预期下调0 7% [9][10]