CRUS

ASE Technology Hldg reported Q3 2026 earnings of $0.37 per share, beating consensus estimates of $0.34, with revenues of $7.63 billion exceeding expectations by 3.33%. The stock has surged 172.8% year-to-date, significantly outperforming the S&P 500's 13.1% gain.

The company holds a Zacks Rank #1 (Strong Buy) rating with favorable estimate revision trends. Meanwhile, Cirrus Logic is expected to report declining earnings and revenues for the same quarter.

Cirrus Logic is expected to report declining earnings and revenues for Q3 2026, with a negative Earnings ESP of -0.82% and Zacks Rank #5, making an earnings beat unlikely. Lattice Semiconductor shows stronger growth prospects with 96.4% EPS growth expected, but also carries a negative Earnings ESP of -0.60% despite a Zacks Rank #1 rating, creating uncertainty for both semiconductor stocks ahead of their November earnings releases.

SCI Engineered Materials (SCIA) has surged 111.3% over six months, significantly outperforming its industry peers and the S&P 500. The company's strong performance is driven by record Q2 2026 revenues, expanding order backlog, new manufacturing capabilities via a Plasma Spheroidization System, and growing demand across key markets.

However, risks include heavy customer concentration, raw material cost volatility, and tariff uncertainties. While the company shows solid fundamentals and financial strength, its valuation premium to historical levels suggests limited room for disappointment.