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Lumentum's Q4 earnings and revenues surge as cloud and AI demand drives record transceiver shipments and 1.6T product shipments begin.

SMCI posts a 315% earnings jump and 93% revenue growth, fueled by AI demand, record orders and a strong fiscal 2027 outlook.

Analog Devices (ADI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Silicon Labs (SLAB) delivered earnings and revenue surprises of +5.97% and -1.26%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

MNDY tops Q2 estimates as revenues rise 22%, operating margin expands and AI product ARR doubles from Q1 amid growing enterprise traction.

ACM Research's Q2 earnings and revenues beat estimates, while strong orders and new products support growth and lifted 2026 guidance.

nLIGHT's Q2 2026 earnings and revenues beat estimates as record aerospace and defense demand fueles strong product sales and margin gains.

GEN beats Q1 earnings and revenue estimates, posts double-digit bookings growth, and raises fiscal 2027 guidance as demand stays strong.

American Superconductor's Q1 sales rise 30% and beat estimates, but earnings decline 44.8% as Comtrafo costs, labor and product mix pressure margins.

TEAM tops Q4 earnings and revenue estimates as subscription, cloud and AI platform growth fuel enterprise momentum and support fiscal 2027 outlook.

MACOM Technology's Q3 fiscal 2026 earnings and revenues beat estimates as broad-based growth, led by data center demand, lifts sales 35.8%.

DOX matches Q3 FY26 earnings estimates as managed services hit record sales and fiscal 2026 targets remain intact.

AVT's fourth-quarter fiscal 2026 earnings surge as broad-based demand, record segment sales and margin gains fuel a strong beat.

ATEX's fiscal Q1 revenues might have risen on higher spectrum demand, supported by Lynk satellite tests and Benton County's private wireless deployment.

Veeco Instruments tops Q2 earnings and revenue estimates as AI-driven demand, strong orders and customer engagement fuel growth despite margin pressure.

ACMR heads into second-quarter earnings with advanced packaging and ECP demand supporting growth despite rising expenses and margin pressure.

M/A-Com (MTSI) delivered earnings and revenue surprises of +4.48% and +2.13%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

IPG Photonics beats Q2 earnings estimates as Industrial Solutions growth, led by battery manufacturing, lifts revenues and margins.

ALAB's Q2 earnings and revenues top estimates as PCIe 6 drives over half of sales and Scorpio X-Series ramp-up toward a stronger third quarter.

Advanced Energy's Q2 earnings beat as record semiconductor sales, AI-driven data center demand and factory execution lift revenues and margins.

Digital Turbine tops Q1 fiscal 2027 earnings and revenue estimates, posts strong App Growth Platform gains and raises full-year revenue and EBITDA guidance.

PCTY tops fiscal Q4 earnings and revenue estimates as recurring revenues grow 12.4% year over year. See what fuels results and its fiscal 2027 outlook.

Recent interest in Analog Devices (ADI) has been driven by analyst optimism, supported by upward earnings estimate revisions and a history of earnings surprises that suggest the upcoming quarterly report could attract close attention. See our latest analysis for Analog Devices. Analog Devices’ recent 1-day share price return of 5.09% and 7-day share price return of 7.62% comes after a softer 90-day share price return that declined 6.91%, while the 1-year total shareholder return of 74.63%...

MCHP heads into fiscal Q1 2027 with stronger bookings, AI and data center demand, channel restocking and expected margin expansion.

Veeco Instruments is set to report Q2 results on Aug. 5, with AI-led chip demand, advanced packaging growth and margin gains offsetting weaker spending in China.

DASH is set to report Q2 results on Aug. 5. It has been witnessing strong demand, rising orders and grocery momentum, alongside competition and heavy investment costs.

SiTime is set to report Q2 results on Aug. 5, with triple-digit revenue growth expected on AI demand, premium timing products and customer gains.

Cognex is set to report Q2'26 results on Aug. 5, with triple-digit revenue growth expected as AI adoption, end-market demand and productivity gains support performance.

Analog Devices (ADI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

The chipmaker looks dear on profits and slightly cheap on cash, and what sits under that gap is a business that turns far more of each sales dollar into cash than into profit while it swaps a shrinking handset exposure for faster end markets in data centers and automotive.