CRDO shares surged significantly in recent weeks, driven by a transformative acquisition and analyst enthusiasm for AI connectivity demand. Acquisition of DustPhotonics for approximately $1.3 billion in cash and stock enhances silicon photonics capabilities for next-gen optical solutions.

Astera Labs shares have shown robust upward momentum in recent weeks, driven by AI sector enthusiasm and strong quarterly guidance. Upcoming Q1 2026 earnings expected to show revenue of $286M–$297M, up ~83% year-over-year, with EPS (earnings per share) of $0.53–$0.54.

Amphenol reported record Q1 2026 sales of $7.6 billion, up 58% year-over-year and 33% organically, driven by IT datacom demand. Adjusted diluted EPS of $1.06 beat estimates by 12%, with book-to-bill ratio of 1.24:1 signaling strong order backlog.

Monolithic Power Systems delivered a strong Q1 earnings beat, with revenue growth driven by enterprise data and communications segments. Analysts raised price targets post-earnings, citing accelerating AI data center demand, with consensus pointing to robust upside.

NVTS shares have surged over 90% in recent weeks amid enthusiasm for the company's shift toward AI data center power solutions. A new board addition from Broadcom signals strengthened leadership for high-power applications.

Vicor Corporation reported Q1 2026 revenue of $112.97 million, up 20% year-over-year, with EPS of $0.44 beating analyst estimates. One-year backlog jumped 70% quarter-over-quarter to $301 million, highlighting robust demand for power components in AI infrastructure.

Analysts expect Q1 2026 revenue of approximately $3.09 billion, implying about 31% year-over-year growth. Consensus EPS estimate stands at $0.33, up from $0.25 in the year-ago quarter.

Analysts expect Q1 2026 adjusted EPS of $2.74, up slightly from $2.72 in Q1 2025. Consensus revenue forecast stands at $7.09 billion, reflecting 11% year-over-year growth.

Analysts anticipate Q1 2026 revenue of $2.62 billion, representing over 30% year-over-year growth driven by AI demand. Consensus non-GAAP earnings per share (EPS) estimate stands at $0.81, up from $0.65 in Q1 2025.

Analysts expect Q1 2026 revenue of approximately $18.6 billion, up from $17.6 billion in Q1 2025. Consensus EPS forecast stands at $2.21, reflecting about 13% year-over-year growth.

Consensus expects Q1 2026 revenue of $9.88 billion, a 33% increase year-over-year, driven by data center strength. Non-GAAP EPS (earnings per share) forecast at $1.28, reflecting robust profitability amid AI demand.

Analysts consensus points to Q1 2026 revenue of approximately $1.15 billion and adjusted EPS of $0.97. Company's full-year 2026 guidance calls for 5% to 8% gross transaction value (GTV) growth, driven by market share gains.

Analysts expect Q1 2026 EPS of $0.92 to $0.93, a modest 1-2% increase year-over-year from $0.91 in Q1 2025. Consensus revenue estimate around $830 million, implying over 20% growth from the prior-year quarter.

Analysts expect Q2 fiscal 2026 revenue of $13.61 billion, up 4.1% year-over-year. Consensus EPS estimate stands at $0.78 per share, reflecting a decline from $0.92 in the prior-year quarter.

Analysts expect Q3 fiscal 2026 revenue of approximately $1.19 billion, a 36% increase year-over-year from $872 million in the prior-year quarter. Consensus EPS estimate stands at $3.58, up 42% from $2.52 reported last year, aligning closely with company guidance of $3.45–$3.60.

Analysts forecast Q1 2026 revenue of $1.49 billion, up 2.8-3% year-over-year (YoY) from $1.446 billion in Q1 2025. Consensus non-GAAP earnings per share (EPS) stands at $0.61, a 10.9% YoY increase.

Analysts forecast Q1 2026 EPS of $3.75, a 22% decline from $4.83 in Q1 2025. Revenue consensus stands at $3.93 billion, down slightly from $4.05 billion last year.

Analysts forecast Q1 2026 adjusted EPS of $0.64, up from $0.60 a year ago. Consensus revenue estimate stands at approximately $3.3 billion, reflecting about 9% year-over-year growth.

Analysts expect Q1 2026 revenue of $3.00 billion, up 8% from $2.77 billion in the year-ago quarter. Consensus earnings per share (EPS) estimate stands at $4.31, reflecting steady profitability from the cystic fibrosis (CF) portfolio.

Analysts expect Q1 2026 revenue of $1.54 billion, reflecting approximately 74% year-over-year growth. Consensus earnings per share (EPS) forecast stands at $0.28, up over 115% from the prior year.