Everything tagged "electronic components" across the TickerSpark archives.
Corning has shifted from a recovery story to an AI infrastructure growth story, led by surging optical communications demand. The stock looks solid but not cheap, so the report lands on Hold.
Vicor is emerging as a high-growth AI power semiconductor story, with revenue up 49.3% and backlog climbing, but the stock already prices in a lot of success. The report lands on a Hold as execution strength is offset by a demanding valuation and customer concentration risk.
Jabil is evolving into a higher-value AI and cloud infrastructure partner, with Intelligent Infrastructure and hyperscale wins driving revenue and EPS growth. The stock screens as a Buy, though leverage and cyclical exposure keep it from being a low-risk compounder.
Wi2Wi Corporation (TSXV: YTY / OTC: ISEYF) just turned a clean quarterly profit on 59% revenue growth — while making the precision timing components that go into avionics, missiles and satellites, all under one roof in Wisconsin. One of the company’s shareholders lays out the reshoring story the market still hasn’t priced.
Amphenol is executing at a high level, with AI datacenter demand, defense, aerospace, and electrification all supporting strong organic growth. The stock is not cheap, but the report still rates APH a Buy on durable momentum and a $195 fair value.
Fabrinet posted 36% fiscal 2026 revenue growth and 39% EPS growth, powered by surging data center demand. The stock looks expensive on trailing earnings, but forward metrics and capacity expansion support a Buy view.
TE Connectivity is benefiting from record orders, accelerating Industrial Solutions growth, and rising exposure to AI infrastructure and power networks. Strong cash generation and reasonable valuation support a Buy case.
Flex is shifting toward higher-value manufacturing, with Cloud and Power Infrastructure driving growth and a planned spin-off in 2027. Stronger margins and upbeat fiscal 2027 guidance support a Buy case, though the stock is no longer cheap.
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