3 Must-Buy Technology Bigwigs With Solid Earnings Estimate Revisions
We have selected three technology bigwigs that witnessed solid earnings estimate revisions in the last 60 days. This indicates that market participants are expecting these companies to do good business in the near future.
Moreover, each of our picks currently sports a Zacks Rank #1 (Strong Buy), reflecting strong price upside potential in the near future. You can see the complete list of today's Zacks #1 Rank stocks here.
These stocks are: Dell Technologies Inc. DELL, Jabil Inc. JBL and Credo Technology Group Holding Ltd. CRDO.
Dell Technologies Inc.
Dell Technologies has been benefiting from strong demand for AI servers driven by ongoing digital transformation and heightened interest in generative AI applications. In the last reported quarter, DELL secured $12.1 billion in AI server orders, surpassing shipments and building a strong backlog.
DELL's PowerEdge XE9680L AI-optimized server is in high demand. Strong enterprise demand for AI-optimized servers is aiding the company. A robust partner base, which includes the likes of NVIDIA, Google and Microsoft has been a major growth driver.
DELL is expanding its cloud services through its infrastructure solutions and rich partner base that provides essential hardware and services that support cloud environments. Through its APEX platform, DELL provides multi-cloud solutions and advanced AI infrastructure, which have become key highlights of its offerings.
Dell Technologies has an expected revenue and earnings growth rate of 8.7% and 16%, respectively, for the current year (ending January 2026). The Zacks Consensus Estimate for current-year earnings has improved 0.1% over the last 30 days.
Jabil Inc.
Jabil has been benefiting immensely from healthy momentum in capital equipment, AI-powered data center infrastructure, cloud, and digital commerce business verticals. Its focus on end-market and product diversification is a key catalyst. Jabil's target that 'no product or product family should be greater than 5% operating income or cash flows in any fiscal year' is commendable.
JBL's high free cash flow indicates efficient financial management practices, optimum utilization of assets, and improved operational efficiency. Massive application of generative AI is set to drastically increase the efficiency of JBL's automated optical inspection machines for the automation industry. A large-scale portfolio of business sectors offers JBL a high degree of resiliency during times of macroeconomic and geopolitical disruption.
Jabil has an expected revenue and earnings growth rate of 5.8% and 17.8%, respectively, for next year (ending August 2026). The Zacks Consensus Estimate for next-year earnings has improved 8.4% over the last 30 days.
Credo Technology Group Holding Ltd.
Credo Technology is a provider of high-performance serial connectivity solutions for the hyperscale datacenter, 5G carrier, enterprise networking, artificial intelligence and high-performance computing markets.
CRDO's main business is its Active Electrical Cables (AEC) product line. AEC is gaining traction owing to its increasing adoption in the data center market. The demand for AECs is increasing as ZeroFlap AECs offer more than 100 times improved reliability than laser-based optical solutions.
This made AECs an increasingly attractive option for data center applications. With the demonstration of PCIe Gen6 AECs and increasing hyperscaler interest, this product line is expected to remain a growth engine.
Strength in the optical business, particularly Optical Digital Signal Processors (DSPs), is another key catalyst. CRDO expects an expansion of customer diversity across lane rates, port speeds and applications to accelerate revenue growth going forward.
CRDO announced that it achieved a key 800-gig transceiver DSP design win and unveiled ultra-low-power 100-gig per lane optical DSPs built on 5-nanometer technology. CRDO expects its 3-nanometer 200-gig-per-lane optical DSP to boost the industry's transition to 200-gig lane speeds.
Supplementing these businesses is CRDO's PCIe retimers and Ethernet retimers business. This particular product line continues to witness customer interest, especially for scale-out networks in AI servers. CRDO highlighted that the retimer business delivered 'robust' performance driven by 50 gig and 100 gig per lane Ethernet solutions.
This growing demand underscores the increasing importance of high-performance solutions in the rapidly expanding AI server market. Shift to 100 gig per lane solutions and higher demand for system-level expertise and software capabilities for dealing with AI-optimized architectures bode well for CRDO's retimer business.
Credo Technology has an expected revenue and earnings growth rate of 85.8% and more than 100%, respectively, for the current year (ending April 2026). The Zacks Consensus Estimate for current-year earnings has improved 37% in the last 60 days.
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They include
Stock #1: A Disruptive Force with Notable Growth and Resilience
Stock #2: Bullish Signs Signaling to Buy the Dip
Stock #3: One of the Most Compelling Investments in the Market
Stock #4: Leader In a Red-Hot Industry Poised for Growth
Stock #5: Modern Omni-Channel Platform Coiled to Spring
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.
Download Atomic Opportunity: Nuclear Energy's Comeback free today.
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
Dell Technologies Inc. (DELL): Free Stock Analysis Report
Jabil, Inc. (JBL): Free Stock Analysis Report
Credo Technology Group Holding Ltd. (CRDO): Free Stock Analysis Report
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Globe and Mail
18 minutes ago
- Globe and Mail
Has DOCU's 15% Year-to-Date Decline Created a Buying Opportunity?
Docusign, Inc. DOCU has been under considerable selling pressure, with the stock declining 15.4% year to date. This drop is in stark contrast to the 14% rally in its industry and the 6% gain in the Zacks S&P 500 composite, highlighting relative underperformance. However, looking at the bigger picture, DOCU shares have still gained 33% over the past year, suggesting that the current pullback may be a correction rather than a long-term downtrend. As of the latest close, the stock was priced at $76.21—approximately 29% below its 52-week high of $107.86. Moreover, it is trading below its 50-day moving average, signaling prevailing bearish sentiment among investors. DOCU Below 50-day Moving Average Given the recent weakness in DOCU shares, investors might view this as an attractive buying opportunity. But is now the right time to step in? Let's take a closer look. DOCU Enhances IAM With Microsoft, Salesforce Docusign continues to enhance its Intelligent Agreement Management (IAM) platform, strengthening its integration capabilities with enterprise powerhouses like Microsoft MSFT and Salesforce CRM. These collaborations are not just cosmetic; they are core to the company's mission of optimizing agreement workflows and delivering AI-driven insights that improve the end-user experience. By embedding itself more deeply into tools already familiar to business clients—such as Microsoft 365 and Salesforce's CRM suite—Docusign enables seamless agreement management within platforms that enterprises use daily. This integration simplifies contract processes, accelerates decision-making, and creates a unified ecosystem where legal, sales, and procurement teams can collaborate efficiently. The IAM platform's growing synergy also highlights Docusign's commitment to positioning itself as more than an e-signature solution—it's becoming a comprehensive digital agreement hub. Whether a user is drafting a contract within Microsoft Word or managing client pipelines in Salesforce, Docusign's IAM helps ensure that documents move swiftly through automated, intelligent workflows. These platform partnerships also deepen customer reliance on DOCU's services, anchoring it within critical enterprise infrastructure. As more businesses seek to modernize agreement processes, Docusign's integrations with Microsoft and Salesforce are proving instrumental in extending reach, improving retention and reinforcing its competitive edge in the SaaS landscape. DOCU Grows Revenue, Cash Amid Market Lead DOCU solidified its leadership in the e-signature market with a strong first-quarter fiscal 2026 performance. It recorded $764 million in total revenues, an 8% year-over-year increase. Impressively, $746 million of that came from subscriptions, highlighting the stability of its SaaS model. Subscription growth, driven in part by Microsoft and Salesforce-aligned services, reflects how enterprises are deepening their usage of Docusign across contract lifecycles. Net revenue retention improved to 101%, suggesting that customers are spending more on the platform. Though billings growth slowed to 4%, it was more indicative of extended renewal cycles than weakening demand. What stands out is Docusign's profitability and capital discipline. The company generated $228 million in free cash flow in the first quarter, translating to a healthy 30% margin. As integrations continue to enhance customer value, the company has also committed to shareholder returns, expanding its buyback authorization. These strategic moves suggest that DOCU is not only focused on growth but also on delivering sustained value. With Microsoft and Salesforce reinforcing its relevance across enterprises, and strong free cash flows backing that momentum, Docusign remains well-positioned to maintain its dominance while evolving into a broader digital agreement ecosystem. DOCU's Estimates Signal Slower Growth Ahead DOCU's growth outlook appears somewhat tepid, with the Zacks Consensus Estimate for fiscal 2026 earnings at $3.54, slightly below the prior year's figure. While a 7% earnings rebound is expected in fiscal 2027, the pace remains modest for a SaaS company striving to regain stronger momentum. Revenue projections also indicate gradual progress, with sales expected to increase 6% in fiscal 2026 and 6.4% in 2027. This level of growth may not be sufficient to excite investors, especially amid increasing competition in the digital agreement space. Without a meaningful catalyst to accelerate earnings or revenues, DocuSign risks being viewed as a mature player with limited upside, rather than a high-growth software leader able to command premium valuations. Hold DOCU: Wait-and-Watch Mode Advised DocuSign has come under pressure this year, underperforming both its peers and the broader market. While the company continues to enhance its product offering through deeper integration with Microsoft and Salesforce, the stock's recent weakness signals investor uncertainty. Despite strong profitability and consistent free cash flow, growth projections appear modest and do not reflect the high momentum often expected in the SaaS space. The stock is also exhibiting technical weakness, which may further weigh on sentiment. Given the current conditions, a hold approach is appropriate. Investors should wait for clearer signs of acceleration before reconsidering a buying position. DOCU currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. 7 Best Stocks for the Next 30 Days Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops." Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.5% per year. So be sure to give these hand picked 7 your immediate attention. See them now >> 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 Microsoft Corporation (MSFT): Free Stock Analysis Report Salesforce Inc. (CRM): Free Stock Analysis Report Docusign Inc. (DOCU): Free Stock Analysis Report
Globe and Mail
18 minutes ago
- Globe and Mail
Zacks Investment Ideas feature highlights: Nvidia and Micron Technology
For Immediate Release Chicago, IL – July 15, 2025– Today, Zacks Investment Ideas feature highlights Nvidia NVDA and Micron Technology MU. Is NVIDIA Topping Out? Why Micron Might Be the Next AI Winner Nvidia just hit a staggering $4 trillion market cap, cementing its position as the most dominant force in the AI hardware space. It's an incredible milestone and one that reflects the company's overwhelming leadership in GPUs, data center infrastructure, and the broader AI compute stack. Nvidia remains a compelling long-term investment, and there's little reason to doubt its continued growth as AI adoption expands across industries. However, with Nvidia's stock soaring to such extreme heights, some investors may be wondering: are there other AI stocks with considerable upside opportunity? Micron Technology is a crucial but often underappreciated player in the AI ecosystem. While Nvidia powers the compute side of AI workloads, Micron is a leader in memory and storage and key components that are becoming increasingly critical to support the massive data demands of AI training and inference. This is becoming obvious as Micron's sales and earnings are accelerating higher in recent quarters. As demand surges for high-bandwidth memory (HBM), DRAM, and advanced NAND solutions in AI data centers, Micron stands to benefit in a big way. And with shares still trading at a significant discount to many AI peers and growth forecasts, Micron may represent one of the most asymmetric opportunities in the entire semiconductor space. Can Investors Still Buy Nvidia Shares? Despite its massive run and $4 trillion market cap milestone, Nvidia remains a dominant force in the AI and data center ecosystem, and its long-term growth story is far from over. The company continues to lead in AI compute infrastructure, with its GPUs and networking platforms forming the backbone of nearly every major AI deployment—whether in hyperscale cloud, enterprise, or research. The numbers still justify investor enthusiasm: revenue is projected to grow at a robust ~30% annual rate over the next several years, while earnings are expected to rise in lockstep, reflecting Nvidia's industry leadership and exceptional operating leverage. The company's gross margins remain world-class, and its innovation pipeline, from Blackwell chips to next-gen software platforms keeps it at the center of the AI arms race. With shares continuing to print new all-time highs, price momentum is firmly on Nvidia's side. While valuation is elevated by traditional metrics at 39x forward earnings, it is still below its median valuation and with the company's combination of growth, profitability, and unmatched market positioning makes it difficult to bet against, even at these levels. Why Micron Technology Stock Is a Buy While much of the spotlight in AI has gone to the likes of Nvidia, Micron Technology is quietly emerging as a powerful beneficiaries of the AI infrastructure boom. As a global leader in memory and storage, Micron provides the high-bandwidth DRAM and advanced NAND essential for training and running large AI models. Its leadership in the memory market, where it competes alongside Samsung and SK Hynix, positions the company as a critical supplier in the accelerating data center buildout. Micron's fundamentals are beginning to reflect this momentum. The stock has attracted significant institutional buying year-to-date, and the rebound off the April correction has been particularly strong, signaling a pickup in price momentum and investor conviction. With AI demand surging and memory pricing firming, sales are expected to jump 46% this year and 33% next year, while earnings are projected to surge over 500% this year and grow another 58% in 2026. Although Micron currently holds a Zacks Rank #3 (Hold), it's worth noting that analyst sentiment has turned increasingly bullish, with earnings estimates revised higher by 12% for the current year and 14% for next year. Even with this rapid growth, Micron trades at just 16x forward earnings—a reasonable multiple for a company delivering breakout results in one of the hottest corners of the semiconductor sector. Micron Stock is a Non-Consensus AI Opportunity While Nvidia continues to dominate headlines and attract the bulk of investor capital in the AI space, Micron offers a rare combination of explosive earnings growth, improving sentiment, and compelling valuation, all while flying under the radar. Its critical role in supplying the memory infrastructure that underpins AI models puts it in the center of one of the most powerful secular trends in technology today. For investors looking to diversify their AI exposure beyond the obvious names, Micron represents a high-quality, underappreciated way to play the next leg of the AI buildout. Research Chief Names "Single Best Pick to Double" From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all. This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months. Free: See Our Top Stock And 4 Runners Up Media Contact Zacks Investment Research 800-767-3771 ext. 9339 support@ 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 for information about the performance numbers displayed in this press release. 7 Best Stocks for the Next 30 Days Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops." Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.5% per year. So be sure to give these hand picked 7 your immediate attention. See them now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Micron Technology, Inc. (MU): Free Stock Analysis Report
Globe and Mail
18 minutes ago
- Globe and Mail
flyExclusive Achieves ARGUS Platinum Safety Rating
flyExclusive, Inc. (NYSEAMERICAN: FLYX) ('flyExclusive' or the 'Company'), a leading provider of premium private jet experiences, today announced it has once again earned the prestigious ARGUS Platinum rating—one of the highest recognitions in private aviation—reinforcing the company's unwavering commitment to safety, reliability and procedural excellence across its operations. flyExclusive has satisfied ARGUS rating requirements every year since 2015, completing all required audits over that period. flyExclusive's retained Platinum status confirms the company's top tier safety protocols across its Safety Management System, Emergency Response Plan, organizational controls, operating procedures, training and maintenance programs. 'At flyExclusive, safety isn't just our top priority — it's the foundation of how we operate,' said Matthew Lesmeister, Chief Operating Officer. 'Our top tier safety certifications through ARGUS, Wyvern, and IS-BAO, reflect our relentless commitment to a culture of safety, risk management, and operational excellence across every part of the business — for our customers, our crews, and our entire team.' The ARGUS Platinum safety certification is awarded by ARGUS International after a comprehensive evaluation of safety culture, risk management, and regulatory compliance. About flyExclusive flyExclusive is a vertically integrated, FAA-certificated air carrier providing private jet experiences by offering customers a choice of on-demand charter, Jet Club, and fractional ownership services to destinations across the globe. flyExclusive has one of the world's largest fleets of Cessna Citation aircraft, and it operates a combined total of approximately 100 jets, ranging from light to large cabin sizes. The company manages all aspects of the customer experience, ensuring that every flight is on a modern, comfortable, and safe aircraft. flyExclusive's in-house repair station, aircraft paint, cabin interior renovation, and avionics installation capabilities, are all provided from its campus headquarters in Kinston, North Carolina. To learn more, visit
