The Zacks Analyst Blog Highlights Alpha and Omega, ARM, Qualcomm, SkyWater and MKS

For Immediate ReleaseChicago, IL – November 5, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Alpha and Omega Semiconductor AOSL, ARM Holdings ARM, Qualcomm QCOM, SkyWater Technology SKYT and MKS Inc. MKSI.Here are highlights from Wednesday’s Analyst Blog:Can These 5 Electronics Stocks Hit Earnings Targets This Season?The electronics stocks market's quarterly releases are expected to reflect the continued expansion of artificial intelligence infrastructure and data centre buildouts globally. Accelerated deployment of generative AI applications and cloud computing services is expected to have driven demand for specialised semiconductors and advanced electronic components throughout the quarter under review.Growing adoption of high-bandwidth memory solutions, with HBM shipments experiencing substantial growth due to extraordinary demand from AI training workloads, are likely to have aided industry participants' performances in the third quarter of 2025. The integration of AI capabilities into edge devices, including smartphones and personal computers, is expected to have contributed to quarterly results as manufacturers have been incorporating AI-enabled features into consumer electronics.Increasing use of electronic components in electric vehicles and advanced driver assistance systems is likely to have benefited electronics stocks during the quarter, with the automotive electronics market experiencing steady growth driven by rising consumer demand for connected and safety-centric vehicles. The continued proliferation of Internet of Things devices, smart home systems and connected industrial equipment are expected to have supported demand for sensors and connectivity solutions.However, these companies face headwinds from mixed demand patterns across end markets. Traditional automotive and industrial segments have experienced a slower recovery, with weakness in certain customer categories presenting margin pressures. Memory market dynamics have been complex, with oversupply concerns in traditional DRAM and NAND segments potentially offsetting strength in AI-specific memory products. Geopolitical uncertainties and evolving trade policies are anticipated to remain concerns for electronics market participants, as shifts in technology spending patterns and supply chain disruptions could influence near-term performance across the sector.Sneak Peek at a Few Upcoming ReleasesLet us see how players like Alpha and Omega Semiconductor, ARM Holdings, Qualcomm, SkyWater Technology and MKS Inc. are positioned ahead of their quarterly results, which are slated to be reported on Nov 5.Alpha and Omega Semiconductor entered the first quarter of fiscal 2026 with sequential momentum following 7.2% revenue growth in the prior period. The company announced a strategic transaction in mid-July involving the sale of a portion of its Chongqing joint venture equity stake for $150 million, providing capital for technology investments. The quarter likely benefited from continued strength in computing and artificial intelligence applications, where AOSL had achieved record revenue levels previously.Communications revenue is expected to be impacted by seasonal patterns during the to be reported quarter, while personal computer demand is projected to remain relatively steady. The consumer segment is anticipated to experience softer conditions reflecting broader market dynamics and potential inventory adjustments, with overall results expected to reflect these contrasting trends.Notably, AOSL has an Earnings ESP of 0.00% and a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.Per the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 increases the odds of an earnings beat.You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.For the first quarter of fiscal 2026, the Zacks Consensus Estimate for AOSL’s revenues is pegged at $183.05 million, indicating a 0.64% increase year over year.The consensus estimate for earnings is pegged at 10 cents per share, implying a year-over-year decline of 52.38%. The estimate has been unchanged over the past 30 days.Alpha and Omega Semiconductor Limited price-eps-surprise | Alpha and Omega Semiconductor Limited QuoteArm Holdings entered its second quarter of fiscal 2026 with robust momentum following strong first-quarter results of $1.05 billion. The chip designer is expected to have seen continued strength in royalty revenue driven by data centre adoption, where Neoverse-based processors have been approaching 50% market share at leading hyperscalers through deployments with NVIDIA Grace Blackwell, AWS Graviton and Google Axion.ARM's Compute Subsystem platform is expected to have gained further traction with additional design wins across the data centre and PC segments. However, softer smartphone market conditions and reduced near-term visibility from macroeconomic uncertainties, including tariff concerns, are expected to have constrained sequential growthNotably, Arm Holdings has an Earnings ESP of 0.00% and a Zacks Rank #3 at present.For the fiscal second quarter, the Zacks Consensus Estimate for ARM’s revenues is pegged at $1.07 billion, indicating a 26.2% increase year over year.The consensus estimate for earnings is pegged at 33 cents per share, implying a year-over-year increase of 10%. The estimate has been unchanged over the past 30 days.ARM Holdings PLC Sponsored ADR price-eps-surprise | ARM Holdings PLC Sponsored ADR QuoteQualcomm entered its fiscal fourth quarter 2025 with momentum from its diversification strategy following a strong previous quarter performance. QCOM is expected to have seen sequential handset revenue growth despite reduced Apple content, supported by flagship device preparations and demand from Chinese OEMs following the extended Xiaomi partnership announced in July.QCOM's automotive segment likely continued its growth trajectory during the quarter, reflecting ongoing adoption of its Snapdragon Digital Chassis solutions. The IoT business is expected to have remained relatively stable sequentially amid mixed market conditions.The company's edge networking products likely benefited from Wi-Fi 7 gateway platform demand across retail and carrier customers. While growing AI feature adoption in premium Android smartphones may have supported mix improvements, competitive dynamics and seasonal factors are expected to have influenced overall results during the quarter.Notably, Qualcomm has an Earnings ESP of +1.43% and a Zacks Rank #3 at present.For the fiscal fourth quarter, the Zacks Consensus Estimate for QCOM’s revenues is pegged at $10.77 billion, indicating a 5.16% increase year over year.The consensus estimate for earnings is pegged at $2.87 per share, implying a year-over-year increase of 6.69%. The estimate has inched upward by a penny over the past 30 days.QUALCOMM Incorporated price-eps-surprise | QUALCOMM Incorporated QuoteSkyWater Technology enteredthird quarter 2025 with significant operational expansion following the completion of the Infineon Fab 25 acquisition on June 30, marking the first full quarter of consolidated operations. The Texas facility is expected to have contributed $75-80 million in wafer services revenue, substantially increasing SKYT’s scale and positioning it as the largest exclusively U.S.-based pure-play foundry for 200-millimetre capacity.Quantum computing revenues have likely maintained growth momentum during the period, while the July 29 Infineon IP license agreement for the S130 platform was announced. However, the integration of lower-margin wafer services from Fab 25 is expected to have compressed overall profitability metrics. Minnesota operations are expected to continue facing headwinds from Department of Defence program funding delays, pressuring the higher-margin Advanced Technology Services segment and potentially offsetting gains from increased revenue scale.Notably, SkyWater Technology has an Earnings ESP of 0.00% and a Zacks Rank #3 at present.For the third quarter, the Zacks Consensus Estimate for SKYT’s revenues is pegged at $135.5 million, indicating a 44.43% increase year over year.The consensus estimate for loss is pegged at 17 cents per share, implying a year-over-year decline of 312.5%. The estimate has been unchanged over the past 30 days.SkyWater Technology, Inc. price-eps-surprise | SkyWater Technology, Inc. QuoteMKS Inc. entered thethird quarter of 2025 with robust momentum following strong second-quarter results driven by NAND upgrade activity and AI-related demand. The semiconductor segment is expected to have moderated sequentially due to anticipated lumpiness in NAND conversions, while Electronics & Packaging likely benefited from seasonal chemistry strength and continued robust AI-driven equipment orders.Tariff mitigation strategies are expected to reduce gross margin pressure from the 115 basis points experienced in the previous quarter. MKSI made $200 million in debt prepayments during the period, demonstrating a continued commitment to deleveraging initiatives amid dynamic trade conditions.Notably, MKSI has an Earnings ESP of 0.00% and a Zacks Rank #2 at present.For the third quarter, the Zacks Consensus Estimate for MKSI’s revenues is pegged at $962.01 million, indicating a 7.37% increase year over year.The consensus estimate for earnings is pegged at $1.80 per share, implying a year-over-year increase of 4.65%. The estimate has been unchanged over the past 30 days.MKS Inc. price-eps-surprise | MKS Inc. QuoteWhy Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                      https://www.zacks.com                                                  Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Zacks Names #1 Semiconductor StockThis under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report QUALCOMM Incorporated (QCOM): Free Stock Analysis Report ARM Holdings PLC Sponsored ADR (ARM): Free Stock Analysis Report MKS Inc. (MKSI): Free Stock Analysis Report Alpha and Omega Semiconductor Limited (AOSL): Free Stock Analysis Report SkyWater Technology, Inc. (SKYT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks