News

Markets slide as tech slumps and yields spike - screen flags high-ROE cash cows: ROST, TEL, AVGO, COP and ANET.

FN rides automation and AI demand as optical and non-optical revenue surge, with Q4 revenues guided at #1.25B-$1.29B. Telecom up 55% and DCI up 90%.

TE Connectivity plc ( NYSE:TEL ) stock is about to trade ex-dividend in 4 days. The ex-dividend date is one business...

APH's Q1 operating margin jumps 380 bps as AI demand and operating leverage boost results. Can APH sustain the momentum?

TTM Technologies rides on booming AI and defense demand, but heavy spending and cash outflows could challenge gains after its massive rally.

TE Connectivity (TEL) is well positioned to outperform the market, as it exhibits above-average growth in financials.

APH slides 12.3% in a month, yet records $9.4B orders and AI demand rises as CCS debt and integration risks mount.

Wondering if TE Connectivity at about US$210 per share is offering fair value right now, or if the price has moved ahead of what the fundamentals might support. The stock has seen a 40.1% return over the last year and 83.8% over three years, even though the year to date return stands at a 9.9% decline and the last month shows a 0.4% slip. Recent coverage has focused on TE Connectivity's role as a key supplier of connectivity and sensor solutions across sectors such as autos, industrial...

Investors need to pay close attention to TEL stock based on the movements in the options market lately.

RFIL's growing backlog, expanding cooling business and broader customer mix support stronger growth visibility for fiscal 2026.

Amphenol's Communications Solutions segment jumps 88% y/y, driven by AI data centers and signaling strong multi-year growth.

Broadcom stands out among high-ROE stocks as investors seek stability, with strong growth expectations helping it shine in a volatile market backdrop.

TE Connectivity (TEL) stock is in focus after the company reported second quarter results and issued fresh guidance that points to higher expected sales and earnings for the upcoming quarter. See our latest analysis for TE Connectivity. The stock has eased in recent months, with a year to date share price return of an 11.27% decline, but a 1 year total shareholder return of 41.33% and a 3 year total shareholder return of 79.47% point to momentum that has rewarded longer term holders. The...

ROST, TEL, AVGO, GLW and ANET emerge as potential winners as markets battle intense volatility.

FN tops Q3 EPS and revenue estimates as telecom and HPC surge: Q4 outlook lifts optimism despite a premium valuation.

Fabrinet heads into Q3 with strong AI-driven growth, but a premium valuation raises the question: Is FN still a buy ahead of earnings?