Vicor raised its Q3 2026 sequential revenue growth guidance from over 20% to over 30%, driven by increased royalties from its first non-exclusive Vertical Power Delivery (VPD) technology license. The company benefits from strong AI infrastructure demand, expanding backlog, and manufacturing capacity expansion, with consensus estimates showing 69.53% YoY revenue growth and 95.77% YoY earnings growth.

Monolithic Power Systems (MPWR) received an upgrade to Zacks Rank #2 (Buy) following a 17.5% increase in consensus earnings estimates over the past three months. The upgrade reflects improving business fundamentals and positions the stock in the top 20% of Zacks-covered stocks, suggesting potential for near-term price appreciation driven by positive earnings momentum.

The article explains how investors can use the Zacks Earnings ESP (Expected Surprise Prediction) filter to identify stocks likely to beat earnings expectations. The system compares the most recent analyst estimates against consensus estimates to predict earnings surprises. Two example stocks highlighted are Twilio (TWLO) with a +2.81% ESP and a #2 Buy rating, and Monolithic Power (MPWR) with a +1.60% ESP and a #3 Hold rating, both reporting earnings on October 29, 2026.

Zacks highlights two technology stocks with positive Earnings Surprise Prediction (ESP) metrics that could potentially beat earnings expectations. Monolithic Power (MPWR) has a +4.06% ESP ahead of its October 29, 2026 earnings report, while Oracle (ORCL) has a +0.15% ESP before its December 9, 2026 earnings release. Both stocks carry a Zacks Rank #3 (Hold) rating.

Monolithic Power Systems (MPWR), a semiconductor analog and mixed-signal chipmaker, has a strong track record of beating earnings estimates with an average surprise of 7.42% over the past two quarters. The company currently has a positive Earnings ESP of +4.06% combined with a Zacks Rank #3 (Hold), suggesting another earnings beat is likely in its upcoming report.

Zacks Research showcased strong performance across its various investment portfolios and rating systems during the week ended October 2, 2026. Multiple stocks received upgrades and delivered significant gains, including CRCT and PGEN surging 32% and 30.8% respectively following recommendation upgrades. The Zacks Rank #1 portfolio outperformed the S&P 500 by 2.3 percentage points year-to-date, while the Focus List portfolio returned 19.86% versus 13.14% for the S&P 500 through August 31, 2026.

The 2026 BayAreaCISO ORBIE Awards recognized six leading CISOs for exceptional security leadership and business impact. Winners included executives from Monolithic Power Systems, Synopsys Inc., TriNet, Dayforce, SLAC National Accelerator Laboratory, and ABC Fitness. The awards ceremony, held at the Santa Clara Marriott with over 180 attendees, honored CISOs across six categories based on leadership effectiveness, business protection, and industry engagement.

Monolithic Power Systems (MPWR) demonstrates solid momentum characteristics with a Momentum Style Score of B and a Zacks Rank #2 (Buy) rating. The chipmaker has outperformed its industry and the broader market, with shares up 12.29% over the past week and 47.29% over the past year. Recent earnings estimate revisions have been positive, with 2 upward revisions in the past two months boosting the consensus estimate from $26.24 to $27.11.

Jabil Inc. (JBL) reported Q4 fiscal 2026 core EPS of $4.40, up 33.7% YoY, with revenues jumping 28.6% to $10.62B, beating consensus estimates. The Intelligent Infrastructure segment surged 56% and now represents 55% of quarterly sales. For FY2027, Jabil projects revenues of $44.5B (up 24%) with core EPS forecast at $17.55, driven by accelerating AI demand and growth across automotive, healthcare, and energy infrastructure.

Zacks Investment Research showcased strong performance across its various stock rating systems and portfolios. PBF Energy and Delek US surged following Zacks Rank #1 upgrades, while the Zacks #1 Rank portfolio outperformed the S&P 500 by 2.3 percentage points year-to-date. Notable performers included Palantir (up 38.3% over 12 weeks), Adobe (up 27.6%), Thermo Fisher (up 40.2%), and Monolithic Power Systems (up 30.1% since January 5, 2026). The article emphasizes Zacks' track record of outperforming the market since 1988.

ASML's Installed Base Management sales surged 31.8% year-over-year to €2.8 billion in Q2, exceeding expectations by €300 million. Semiconductor manufacturers are increasingly investing in software-led upgrades to boost productivity without purchasing new equipment. ASML projects over 30% growth in this segment for 2026, driven by expanding EUV installed base and service opportunities.

GlobalFoundries is expanding its semiconductor partnerships across AI, optical networking, automotive, and quantum technologies. Recent deals include a long-term manufacturing agreement with Monolithic Power Systems and $375 million in R&D funding from the U.S. Department of Commerce for quantum semiconductors. The company also partnered with RAAAM Memory Technologies on power-efficient memory solutions. However, GFS stock has underperformed the industry by 33.6% over the past year and trades at a higher valuation than peers, with a Zacks Rank #3 (Hold) rating.