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10 Most Anticipated Tech Earnings to Watch

In this article, we will take a look at the 10 most anticipated tech earnings to watch. If you want to see some more earnings on the list, go directly to 5 Most Anticipated Tech Earnings to Watch.

Analysts have mixed expectations for the third-quarter earnings season. On average, they expect S&P 500 stocks to post earnings growth of about 4 percent on a year-over-year basis. That’s half compared to the 8 percent earnings growth they achieved in the prior quarter. Moreover, sales are expected to increase by 8 percent in Q3, down from the 13 percent gain in the second quarter.

In the tech sector, most companies are expected to post disappointing results primarily due to a macro slowdown. In addition, the strengthening U.S. dollar is also expected to dent the margins of tech companies operating in the international markets.

If we specifically talk about the tech sector, investors are eagerly waiting for earnings of Intel Corporation (NASDAQ:INTC), ServiceNow, Inc. (NYSE:NOW) and Texas Instruments Incorporated (NASDAQ:TXN).

Moreover, International Business Machines Corporation (NYSE:IBM) and Fiserv, Inc. (NASDAQ:FISV) are also among the notable tech stocks scheduled to post earnings this month.

10. STMicroelectronics N.V. (NYSE:STM)

Number of Hedge Fund Holders: 18

STMicroelectronics N.V. (NYSE:STM) will report its financial results for the third quarter on October 27, 2022. Analysts are calling for earnings of $1.04 per share on revenue of $4.24 billion. This compares to earnings of 51 cents per share and revenue of $3.20 billion posted by STMicroelectronics for the same period of 2021.

The Dutch company is trying to capitalize on the increasing demand for chips. STMicroelectronics N.V. (NYSE:STM) recently disclosed its plan to build a silicon carbide wafer facility in Italy.

STMicroelectronics N.V. (NYSE:STM) will spend about $728 million over the next five years to complete the project. The latest investment is also expected to create about 700 jobs in the region.

9. F5, Inc. (NASDAQ:FFIV)

Number of Hedge Fund Holders: 28

F5, Inc. (NASDAQ:FFIV) plans to announce its fiscal fourth-quarter earnings on October 25, 2022. Analysts expect the internet traffic management solutions provider to earn $2.52 per share on revenue of $692.05 million. This compares to adjusted earnings of $3.01 per share on revenue of $682 million in the same period of 2021.

Meanwhile, Evercore ISI analyst Amit Daryanani lowered his ratings for F5, Inc. (NASDAQ:FFIV) ahead of its Q4 results. The analyst downgraded the Seattle-based company from “Outperform” to “In-Line” on October 11, 2022.

Daryanani believes macroeconomic headwinds would likely impact the growth of F5, Inc. (NASDAQ:FFIV) in the fiscal year 2023. He also cut his price target for the stock from $220 per share to $155 per share.

8. International Business Machines Corporation (NYSE:IBM)

Number of Hedge Fund Holders: 40

International Business Machines Corporation (NYSE:IBM) is scheduled to post its profit and sales for the third quarter on October 19, 2022. Morgan Stanley analyst Erik Woodring expects the company’s Q3 revenue to grow 3.5 percent on a constant currency basis versus last year.

Woodring cut his Q3 gross margin expectations to 54.5 percent. He also trimmed his price target for International Business Machines Corporation (NYSE:IBM) from $155 per share to $152 per share.

Last month, UBS analyst David Vogt also expressed concerns over IBM’s sales and margins growth. Moreover, Vogt pointed towards increasing FX headwinds that could negatively impact IBM’s top line.

7. Amphenol Corporation (NYSE:APH)

Number of Hedge Fund Holders: 42

Amphenol Corporation (NYSE:APH) is a leading manufacturer of interconnect systems and sensors for industries ranging from military and aerospace to industrial and automotive. The Wallingford-based company plans to report its financial results for the third quarter on October 26, 2022.

JPMorgan analyst Samik Chatterjee thinks the company’s Q3 results will be driven by demand and execution. Chatterjee recently lifted his price target for Amphenol Corporation (NYSE:APH) from $86 per share to $97 per share, citing solid near-term results from the industrial technology group.

Besides Amphenol Corporation (NYSE:APH), investors are also looking forward to the earnings reports of Intel Corporation (NASDAQ:INTC), ServiceNow, Inc. (NYSE:NOW) and Texas Instruments Incorporated (NASDAQ:TXN).

6. NXP Semiconductors N.V. (NASDAQ:NXPI)

Number of Hedge Fund Holders: 55

NXP Semiconductors N.V. (NASDAQ:NXPI) is scheduled to post its third-quarter results on November 1, 2022. Analysts have been trimming earnings outlook for the semiconductor industry amid fading demand.

The semiconductor group, which also includes NXP Semiconductors N.V. (NASDAQ:NXPI), is facing weakening demand due to macroeconomic hurdles. Citi analyst Christopher Danely recently cut his price for NXP stock from $190 per share to $150 per share, citing the same reason. Danely thinks fading demand and higher inventory have created the downside for the semiconductor group.

Separately, investment management firm ClearBridge Investments also mentioned NXP Semiconductors N.V. (NASDAQ:NXPI) in its second-quarter 2022 investor letter, stating:

“Within information technology (IT), where we maintain an underweight compared to the benchmark, we took profits in NXP Semiconductors (NASDAQ:NXPI), a part of the pro-cyclical reflation basket built up in 2020. Despite strong current fundamentals, there is an ongoing risk of major supply increases in the semiconductor industry as capacity announcements are near records.”

Click to continue reading and see 5 Most Anticipated Tech Earnings to Watch.

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Disclosure: None. 10 Most Anticipated Tech Earnings to Watch is originally published on Insider Monkey.

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

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A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…