Plexus Corp. provides electronic manufacturing services in the United States and internationally. It offers design, develop, supply chain, new product introduction, and manufacturing solutions, as well as sustaining services to companies in the healthcare/life sciences, industrial/commercial, aerospace/defense, and communications market sectors. The company was founded in 1979 and is headquartered in Neenah, Wisconsin.

Plexus Corp.

In trading on Tuesday, shares of Plexus Corp. (Symbol: PLXS) crossed above their 200 day moving average of $96.96, changing hands as high as $97.30 per share. Plexus Corp. shares are currently trading up about 1.2% on the day. The chart below shows the one year performance of PLXS shares, versus its 200 day moving average:
Looking at the chart above, PLXS's low point in its 52 week range is $74.53 per share, with $115.36 as the 52 week high point — that compares with a last trade of $97.21.
Click here to find out which 9 other stocks recently crossed above their 200 day moving average »
Also see:
Funds Holding GSG
GTIM Average Annual Return
SPXE YTD Return
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

PLXS Crosses Above Key Moving Average Level

The following are the top rated Information Technology stocks according to Validea's Growth Investor model based on the published strategy of Martin Zweig. This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and low debt.
PLEXUS CORP (PLXS) is a mid-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Plexus Corp. is focused on providing designing and developing, supplying chain solutions, new product introduction, manufacturing and sustaining services. It specializes in serving customers in industries with complex products and demanding regulatory environments. It offers life-saving medical devices and mission-critical aerospace and defense products to industrial automation systems and semiconductor capital equipment, and innovative solutions across the lifecycle of a product converge where advanced technology and human impact intersect. Its segments include Americas (AMER), Asia-Pacific (APAC) and Europe, Middle East, and Africa (EMEA) regions. Its design and development capabilities include mechanical engineering, electrical engineering, software engineering, quality and compliance engineering, and project management. Its supply chain capabilities include design for supply chain, supply chain risk management, and managing global, and complex supply chains.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of PLEXUS CORP
FAIR ISAAC CORP (FICO) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Fair Isaac Corporation is an applied analytics software company. The Company is focused on using predictive analytics and data science to improve operational decisions. The Company operates through two segments: Scores and Software. The Scores segment includes the Company's business-to-business scoring solutions and services which give its clients access to predictive credit and other scores. This segment includes its business-to-consumer scoring solutions, including its myFICO.com subscription offerings. The Companys Software segment includes pre-configured analytic and decision management solutions designed for a specific type of business need or process, such as account origination, customer management, customer engagement, fraud detection and marketing as well as associated professional services. This segment includes FICO Platform, a modular software offering designed to support advanced analytic and decision use cases as well as stand-alone analytic and decisioning software.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FAIR ISAAC CORP
FABRINET (FN) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Fabrinet is a provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, such as optical communication components, modules and sub-systems, automotive components, industrial lasers, medical devices and sensors. The Company offers a range of advanced optical and electro-mechanical capabilities across the entire manufacturing process, including process design and engineering, supply chain management, manufacturing, complex printed circuit board assembly, advanced packaging, integration, final assembly and testing. It focuses primarily on low-volume production of a wide variety of high complexity products. It also designs and fabricates applications-specific crystals, lenses, prisms, mirrors, laser components, and substrates (customized optics) and other custom and standard borosilicate, clear fused quartz, and synthetic fused silica glass products (customized glass).
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FABRINET
FISERV INC (FI) is a large-cap growth stock in the Computer Services industry. The rating according to our strategy based on Martin Zweig is 69% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Fiserv, Inc. is a global provider of payments and financial services technology solutions. Its segments include Merchant Solutions (Merchant) and Financial Solutions (Financial). The businesses in its Merchant segment provide commerce-enabling products and services to companies of all sizes around the world. These products and services include merchant acquiring and digital commerce services; mobile payment services; security and fraud protection solutions; stored-value solutions; software-as-a-service; POS devices; and pay-by-bank solutions. The business lines in its Merchant segment consist of small business, enterprise, and processing. The businesses in its Financial segment provide products and services to financial institutions, corporate and public sector clients across the world, enabling the processing of customer loan and deposit accounts, digital payments and card transactions. The business lines in its Financial segment consist of digital payments, issuing, and banking.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FISERV INC
GILAT SATELLITE NETWORKS LTD (GILT) is a small-cap growth stock in the Communications Equipment industry. The rating according to our strategy based on Martin Zweig is 69% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Gilat Satellite Networks Ltd. is an Israel-based provider of satellite-based broadband communications. The Company operates through three segments: Commercial, Mobility, and Services divisions. The Company designs and manufactures satellite ground segment and networking communications equipment, which it sells to its customers either as network components (modems, Block Up converters (BUCs), antennas) or as complete network solutions (which include hubs and related terminals and services) or turnkey projects. The equipment that the Company develops includes commercial Very Small Aperture Terminals (VSAT) systems, defense and homeland security satellite communications systems, solid-state power amplifiers (SSPAs), BUCs, low-profile antennas, on-the-move/on-the-pause terminals, and modems. The Company's equipment is used by satellite operators, service providers, telecommunications operators, system integrators, government and defense organizations, large corporations, and enterprises.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of GILAT SATELLITE NETWORKS LTD
About Martin Zweig: During the 15 years that it was monitored, Zweig's stock recommendation newsletter returned an average of 15.9 percent per year, during which time it was ranked number one based on risk-adjusted returns by Hulbert Financial Digest. Zweig has managed both mutual and hedge funds during his career, and he's put the fortune he's compiled to some interesting uses. He has owned what Forbes reported was the most expensive apartment in New York, a $70 million penthouse that sits atop Manhattan's Pierre Hotel, and he is a collector of all sorts of pop culture and historical memorabilia -- among his purchases are the gun used by Clint Eastwood in "Dirty Harry", a stock certificate signed by Commodore Vanderbilt, and even two old-fashioned gas pumps similar to those he'd seen at a nearby gas station while growing up in Cleveland, according to published reports.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Information Technology Stocks Based On Martin Zweig - 8/15/2025

The following are the top rated Information Technology stocks according to Validea's Growth Investor model based on the published strategy of Martin Zweig. This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and low debt.
PLEXUS CORP (PLXS) is a mid-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Plexus Corp. is focused on providing designing and developing, supplying chain solutions, new product introduction, manufacturing and sustaining services. It specializes in serving customers in industries with complex products and demanding regulatory environments. It offers life-saving medical devices and mission-critical aerospace and defense products to industrial automation systems and semiconductor capital equipment, and innovative solutions across the lifecycle of a product converge where advanced technology and human impact intersect. Its segments include Americas (AMER), Asia-Pacific (APAC) and Europe, Middle East, and Africa (EMEA) regions. Its design and development capabilities include mechanical engineering, electrical engineering, software engineering, quality and compliance engineering, and project management. Its supply chain capabilities include design for supply chain, supply chain risk management, and managing global, and complex supply chains.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of PLEXUS CORP
PAYMENTUS HOLDINGS INC (PAY) is a mid-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Paymentus Holdings, Inc. is a provider of cloud-based bill payment technology and solutions for more than 2,500 billers and financial institutions across North America. The Companys artificial intelligence (AI)-driven software-as-a-service (SaaS) platform provides a single-vendor solution. Its proprietary Instant Payment Network (IPN) connects its IPN partners platforms and billers to its integrated billing, payment, and reconciliation capabilities. Its platform for financial institutions reconnects financial institutions with their customers by providing a real-time financial hub where consumers can consolidate their financial obligations, pay bills, move money in real time and improve their understanding of their own financial position. Its solution offers electronic bill presentment across numerous channels, including Web, mobile, text, portable document format (PDF), email, interactive voice response (IVR), chatbot, social media and through its IPN partners.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of PAYMENTUS HOLDINGS INC
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) is a large-cap growth stock in the Computer Storage Devices industry. The rating according to our strategy based on Martin Zweig is 69% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Seagate Technology Holdings plc provides mass-data storage infrastructure solution. The Companys principal products are hard disk drives, commonly referred to as disk drives, hard drives (HDDs). In addition to HDDs, the Company produces a range of data storage products, including solid state drives (SSDs), solid state hybrid drives, storage subsystems, as well as a scalable edge-to-cloud mass data platform. Its HDD products are designed for mass capacity storage and legacy markets. Mass capacity storage involves use cases, such as hyperscale data centers and public clouds, as well as emerging use cases. The Companys HDD and SSD product portfolio includes Serial Advanced Technology Attachment, Serial Attached SCSI and Non-Volatile Memory Express based designs to support a variety of mass capacity and legacy applications. Its systems portfolio includes storage subsystems for enterprises, cloud service providers, scale-out storage servers and original equipment manufacturers.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of SEAGATE TECHNOLOGY HOLDINGS PLC
AMPHENOL CORP (APH) is a large-cap growth stock in the Electronic Instr. & Controls industry. The rating according to our strategy based on Martin Zweig is 69% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Amphenol Corporation is a designer, manufacturer, and marketer of electrical, electronic and fiber optic connectors and interconnect systems, antennas, sensors and sensor-based products and coaxial and high-speed specialty cables. The Company operates through three segments. The Harsh Environment Solutions segment designs, manufactures and markets a range of ruggedized interconnect products and other products for use in the industrial, defense, commercial aerospace, automotive, mobile networks, medical and other markets. Communications Solutions segment designs, manufactures and markets a range of connector and interconnect systems for use in the information technology and data communications, mobile devices, industrial, mobile networks, broadband communications, automotive, commercial aerospace and defense end markets. Its Interconnect and Sensor Systems segment designs, manufactures and markets a range of sensors, sensor-based systems, connectors and value-add interconnect systems.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of AMPHENOL CORP
CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Martin Zweig is 69% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Check Point Software Technologies Ltd is an Israel-based company primarily engaged in the cybersecurity industry. The Company focuses on providing AI-powered, cloud-delivered security solutions to protect corporate enterprises and governments worldwide. Their key product is the Check Point Infinity Architecture, which is a comprehensive cybersecurity platform. The Platform aims to defend against fifth-generation cyber-attacks across various networks, endpoints, cloud environments, workloads, Internet of Things (IoT), and mobile devices. Apart of that, the Company offers a range of products and services designed to secure IT infrastructure. It integrates advanced threat prevention technologies, including firewall, intrusion prevention system (IPS), antivirus, anti-bot, and sandboxing capabilities.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of CHECK POINT SOFTWARE TECHNOLOGIES LTD
About Martin Zweig: During the 15 years that it was monitored, Zweig's stock recommendation newsletter returned an average of 15.9 percent per year, during which time it was ranked number one based on risk-adjusted returns by Hulbert Financial Digest. Zweig has managed both mutual and hedge funds during his career, and he's put the fortune he's compiled to some interesting uses. He has owned what Forbes reported was the most expensive apartment in New York, a $70 million penthouse that sits atop Manhattan's Pierre Hotel, and he is a collector of all sorts of pop culture and historical memorabilia -- among his purchases are the gun used by Clint Eastwood in "Dirty Harry", a stock certificate signed by Commodore Vanderbilt, and even two old-fashioned gas pumps similar to those he'd seen at a nearby gas station while growing up in Cleveland, according to published reports.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Information Technology Stocks Based On Martin Zweig - 7/18/2025

Scorecard
The following are the top rated Information Technology stocks according to Validea's Growth Investor model based on the published strategy of Martin Zweig. This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and low debt.
PLEXUS CORP (PLXS) is a mid-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Plexus Corp. is focused on providing designing and developing, supplying chain solutions, new product introduction, manufacturing and sustaining services. It specializes in serving customers in industries with complex products and demanding regulatory environments. It offers life-saving medical devices and mission-critical aerospace and defense products to industrial automation systems and semiconductor capital equipment, and innovative solutions across the lifecycle of a product converge where advanced technology and human impact intersect. Its segments include Americas (AMER), Asia-Pacific (APAC) and Europe, Middle East, and Africa (EMEA) regions. Its design and development capabilities include mechanical engineering, electrical engineering, software engineering, quality and compliance engineering, and project management. Its supply chain capabilities include design for supply chain, supply chain risk management, and managing global, and complex supply chains.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
P/E RATIO:
PASS
REVENUE GROWTH IN RELATION TO EPS GROWTH:
PASS
SALES GROWTH RATE:
PASS
CURRENT QUARTER EARNINGS:
PASS
QUARTERLY EARNINGS ONE YEAR AGO:
PASS
POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER:
PASS
EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS:
PASS
EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS:
PASS
EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE:
PASS
EARNINGS PERSISTENCE:
FAIL
LONG-TERM EPS GROWTH:
FAIL
TOTAL DEBT/EQUITY RATIO:
PASS
INSIDER TRANSACTIONS:
PASS
Detailed Analysis of PLEXUS CORP
PLXS Guru Analysis
PLXS Fundamental Analysis
PAYMENTUS HOLDINGS INC (PAY) is a mid-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Paymentus Holdings, Inc. is a provider of cloud-based bill payment technology and solutions for more than 2,500 billers and financial institutions across North America. The CompanyGs artificial intelligence (AI)-driven software-as-a-service (SaaS) platform provides a single-vendor solution. Its proprietary Instant Payment Network (IPN) connects its IPN partnersG platforms and billers to its integrated billing, payment, and reconciliation capabilities. Its platform for financial institutions reconnects financial institutions with their customers by providing a real-time financial hub where consumers can consolidate their financial obligations, pay bills, move money in real time and improve their understanding of their own financial position. Its solution offers electronic bill presentment across numerous channels, including Web, mobile, text, portable document format (PDF), email, interactive voice response (IVR), chatbot, social media and through its IPN partners.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
P/E RATIO:
FAIL
REVENUE GROWTH IN RELATION TO EPS GROWTH:
PASS
SALES GROWTH RATE:
FAIL
CURRENT QUARTER EARNINGS:
PASS
QUARTERLY EARNINGS ONE YEAR AGO:
PASS
POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER:
PASS
EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS:
PASS
EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS:
PASS
EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE:
PASS
EARNINGS PERSISTENCE:
FAIL
LONG-TERM EPS GROWTH:
PASS
TOTAL DEBT/EQUITY RATIO:
PASS
INSIDER TRANSACTIONS:
PASS
Detailed Analysis of PAYMENTUS HOLDINGS INC
PAY Guru Analysis
PAY Fundamental Analysis
FABRINET (FN) is a mid-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Fabrinet is a provider of advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers of complex products, such as optical communication components, modules and sub-systems, automotive components, industrial lasers, medical devices and sensors. The Company offers a range of advanced optical and electro-mechanical capabilities across the entire manufacturing process, including process design and engineering, supply chain management, manufacturing, complex printed circuit board assembly, advanced packaging, integration, final assembly and testing. It focuses primarily on low-volume production of a wide variety of high complexity products. It also designs and fabricates applications-specific crystals, lenses, prisms, mirrors, laser components, and substrates (customized optics) and other custom and standard borosilicate, clear fused quartz, and synthetic fused silica glass products (customized glass).
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
P/E RATIO:
PASS
REVENUE GROWTH IN RELATION TO EPS GROWTH:
FAIL
SALES GROWTH RATE:
PASS
CURRENT QUARTER EARNINGS:
PASS
QUARTERLY EARNINGS ONE YEAR AGO:
PASS
POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER:
PASS
EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS:
PASS
EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS:
FAIL
EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE:
FAIL
EARNINGS PERSISTENCE:
PASS
LONG-TERM EPS GROWTH:
PASS
TOTAL DEBT/EQUITY RATIO:
PASS
INSIDER TRANSACTIONS:
PASS
Detailed Analysis of FABRINET
FN Guru Analysis
FN Fundamental Analysis
FORTINET INC (FTNT) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Martin Zweig is 69% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Fortinet, Inc. is engaged in cybersecurity, driving the convergence of networking and security. The CompanyGs integrated platform, Fortinet Security Fabric, spans secure networking, unified Secure Access Service Edge (SASE) and artificial intelligence (AI)-driven security operations (SecOps). Its products and services include FortiOS, FortiASIC, FortiCloud, FortiAI, FortiEndpoint, and OT Security. The FortiGuard Labs is a cybersecurity threat intelligence and research organization comprised of experienced threat hunters, researchers, analysts, engineers and data scientists who develop and utilize machine learning and AI technologies. FortiGuard and Other Security Services are a suite of AI-powered security capabilities that are integrated as part of the Fortinet Security Fabric to deliver coordinated detection and enforcement across the entire attack surface. FortiCare Technical Support Service is a per-device technical support service. It also operates Fortinet Training Institute.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
P/E RATIO:
PASS
REVENUE GROWTH IN RELATION TO EPS GROWTH:
FAIL
SALES GROWTH RATE:
FAIL
CURRENT QUARTER EARNINGS:
PASS
QUARTERLY EARNINGS ONE YEAR AGO:
PASS
POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER:
PASS
EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS:
PASS
EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS:
PASS
EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE:
FAIL
EARNINGS PERSISTENCE:
PASS
LONG-TERM EPS GROWTH:
PASS
TOTAL DEBT/EQUITY RATIO:
PASS
INSIDER TRANSACTIONS:
PASS
Detailed Analysis of FORTINET INC
FTNT Guru Analysis
FTNT Fundamental Analysis
PTC INC (PTC) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Martin Zweig is 69% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: PTC Inc. is a global software company that enables industrial and manufacturing companies to digitally transform how they engineer, manufacture, and service the physical products. Its computer-aided design (CAD) portfolio solutions enable companies to author product data. Its product lifecycle management (PLM) portfolio solutions enable companies to manage product data and orchestrate processes. Its software can be delivered on premises, in the cloud or in a hybrid model. Its PLM products and services include Windchill PLM, ThingWorx, ServiceMax, Arena, Codebeamer, Servigistics, FlexPLM and Kepware. Its CAD products and services include Creo 3D, Onshape, Vuforia and Arbortext. Its Windchill PLM application suite manages all aspects of the product development lifecycle-from concept through service and retirement-by enabling a digital thread of product parts, materials and configuration information. Its ThingWorx platform is flexible and purpose-built for industrial Internet of things.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
P/E RATIO:
FAIL
REVENUE GROWTH IN RELATION TO EPS GROWTH:
FAIL
SALES GROWTH RATE:
PASS
CURRENT QUARTER EARNINGS:
PASS
QUARTERLY EARNINGS ONE YEAR AGO:
PASS
POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER:
PASS
EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS:
PASS
EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS:
PASS
EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE:
PASS
EARNINGS PERSISTENCE:
FAIL
LONG-TERM EPS GROWTH:
PASS
TOTAL DEBT/EQUITY RATIO:
PASS
INSIDER TRANSACTIONS:
PASS
Detailed Analysis of PTC INC
PTC Guru Analysis
PTC Fundamental Analysis
Martin Zweig Portfolio
About Martin Zweig: During the 15 years that it was monitored, Zweig's stock recommendation newsletter returned an average of 15.9 percent per year, during which time it was ranked number one based on risk-adjusted returns by Hulbert Financial Digest. Zweig has managed both mutual and hedge funds during his career, and he's put the fortune he's compiled to some interesting uses. He has owned what Forbes reported was the most expensive apartment in New York, a $70 million penthouse that sits atop Manhattan's Pierre Hotel, and he is a collector of all sorts of pop culture and historical memorabilia -- among his purchases are the gun used by Clint Eastwood in "Dirty Harry", a stock certificate signed by Commodore Vanderbilt, and even two old-fashioned gas pumps similar to those he'd seen at a nearby gas station while growing up in Cleveland, according to published reports.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
© 2025, Nasdaq, Inc. All Rights Reserved.
Most Active

Validea's Top Information Technology Stocks Based On Martin Zweig - 6/20/2025

The following are the top rated Information Technology stocks according to Validea's Growth Investor model based on the published strategy of Martin Zweig. This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and low debt.
AMPHENOL CORP (APH) is a large-cap growth stock in the Electronic Instr. & Controls industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Amphenol Corporation is a designer, manufacturer, and marketer of electrical, electronic and fiber optic connectors and interconnect systems, antennas, sensors and sensor-based products and coaxial and high-speed specialty cables. The Company operates through three segments. The Harsh Environment Solutions segment designs, manufactures and markets a range of ruggedized interconnect products and other products for use in the industrial, defense, commercial aerospace, automotive, mobile networks, medical and other markets. Communications Solutions segment designs, manufactures and markets a range of connector and interconnect systems for use in the information technology and data communications, mobile devices, industrial, mobile networks, broadband communications, automotive, commercial aerospace and defense end markets. Its Interconnect and Sensor Systems segment designs, manufactures and markets a range of sensors, sensor-based systems, connectors and value-add interconnect systems.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of AMPHENOL CORP
APH Guru Analysis
APH Fundamental Analysis
PLEXUS CORP (PLXS) is a mid-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Plexus Corp. is focused on providing designing and developing, supplying chain solutions, new product introduction, manufacturing and sustaining services. It specializes in serving customers in industries with complex products and demanding regulatory environments. It offers life-saving medical devices and mission-critical aerospace and defense products to industrial automation systems and semiconductor capital equipment, and innovative solutions across the lifecycle of a product converge where advanced technology and human impact intersect. Its segments include Americas (AMER), Asia-Pacific (APAC) and Europe, Middle East, and Africa (EMEA) regions. Its design and development capabilities include mechanical engineering, electrical engineering, software engineering, quality and compliance engineering, and project management. Its supply chain capabilities include design for supply chain, supply chain risk management, and managing global, and complex supply chains.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of PLEXUS CORP
PLXS Guru Analysis
PLXS Fundamental Analysis
TRADE DESK INC (TTD) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: The Trade Desk, Inc. is a global advertising technology company. The Company offers a self-service, cloud-based ad-buying platform that empowers its clients to plan, manage, optimize and measure more expressive data-driven digital advertising campaigns. Its platform allows clients to execute integrated campaigns across ad formats and channels, including connected television (CTV) and other video, display, audio, and native, on a multitude of devices, such as televisions, streaming devices, mobile devices, computers and digital-out-of-home devices. Its platformGs integrations with inventory, publisher and data partners provide ad buyers reach and decisioning capabilities, and its enterprise application programming interfaces (APIs) enable its clients to customize and expand platform functionality. Its platform provides auto-optimization features that allow buyers to automate their campaigns and support them with computer-generated modeling and decision-making.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of TRADE DESK INC
TTD Guru Analysis
TTD Fundamental Analysis
PAYMENTUS HOLDINGS INC (PAY) is a mid-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Paymentus Holdings, Inc. is a provider of cloud-based bill payment technology and solutions for more than 2,500 billers and financial institutions across North America. The CompanyGs artificial intelligence (AI)-driven software-as-a-service (SaaS) platform provides a single-vendor solution. Its proprietary Instant Payment Network (IPN) connects its IPN partnersG platforms and billers to its integrated billing, payment, and reconciliation capabilities. Its platform for financial institutions reconnects financial institutions with their customers by providing a real-time financial hub where consumers can consolidate their financial obligations, pay bills, move money in real time and improve their understanding of their own financial position. Its solution offers electronic bill presentment across numerous channels, including Web, mobile, text, portable document format (PDF), email, interactive voice response (IVR), chatbot, social media and through its IPN partners.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of PAYMENTUS HOLDINGS INC
PAY Guru Analysis
PAY Fundamental Analysis
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) is a large-cap growth stock in the Computer Storage Devices industry. The rating according to our strategy based on Martin Zweig is 69% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Seagate Technology Holdings plc provides mass-data storage infrastructure solution. The CompanyGs principal products are hard disk drives, commonly referred to as disk drives, hard drives (HDDs). In addition to HDDs, the Company produces a range of data storage products, including solid state drives (SSDs), solid state hybrid drives, storage subsystems, as well as a scalable edge-to-cloud mass data platform. Its HDD products are designed for mass capacity storage and legacy markets. Mass capacity storage involves use cases, such as hyperscale data centers and public clouds, as well as emerging use cases. The CompanyGs HDD and SSD product portfolio includes Serial Advanced Technology Attachment, Serial Attached SCSI and Non-Volatile Memory Express based designs to support a variety of mass capacity and legacy applications. Its systems portfolio includes storage subsystems for enterprises, cloud service providers, scale-out storage servers and original equipment manufacturers.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of SEAGATE TECHNOLOGY HOLDINGS PLC
STX Guru Analysis
STX Fundamental Analysis
Martin Zweig Portfolio
About Martin Zweig: During the 15 years that it was monitored, Zweig's stock recommendation newsletter returned an average of 15.9 percent per year, during which time it was ranked number one based on risk-adjusted returns by Hulbert Financial Digest. Zweig has managed both mutual and hedge funds during his career, and he's put the fortune he's compiled to some interesting uses. He has owned what Forbes reported was the most expensive apartment in New York, a $70 million penthouse that sits atop Manhattan's Pierre Hotel, and he is a collector of all sorts of pop culture and historical memorabilia -- among his purchases are the gun used by Clint Eastwood in "Dirty Harry", a stock certificate signed by Commodore Vanderbilt, and even two old-fashioned gas pumps similar to those he'd seen at a nearby gas station while growing up in Cleveland, according to published reports.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Information Technology Stocks Based On Martin Zweig - 5/23/2025

The following are the top rated Information Technology stocks according to Validea's Growth Investor model based on the published strategy of Martin Zweig. This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and low debt.
PAYCOM SOFTWARE INC (PAYC) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Martin Zweig is 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Paycom Software, Inc. is a provider of a comprehensive, cloud-based human capital management (HCM) solution delivered as software-as-a-service (SaaS). The Company provides functionality and data analytics. Its solution requires virtually no customization and is based on a core system of record maintained in a single database for all HCM functions, including talent acquisition, time and labor management, payroll, talent management and human resources (HR) management applications. Its applications streamline client processes and provide clients and their employees with the ability to directly access and manage administrative processes, including applications that identify candidates, on-board employees, manage time and labor, administer payroll deductions and benefits, manage performance, terminate employees and administer post-termination health benefits such as COBRA. The Company sells its solution directly through its sales force based in offices across the United States.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of PAYCOM SOFTWARE INC
PAYC Guru Analysis
PAYC Fundamental Analysis
PAYMENTUS HOLDINGS INC (PAY) is a mid-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Paymentus Holdings, Inc. is a provider of cloud-based bill payment technology and solutions for more than 2,500 billers and financial institutions across North America. The CompanyGs artificial intelligence (AI)-driven software-as-a-service (SaaS) platform provides a single-vendor solution. Its proprietary Instant Payment Network (IPN) connects its IPN partnersG platforms and billers to its integrated billing, payment, and reconciliation capabilities. Its platform for financial institutions reconnects financial institutions with their customers by providing a real-time financial hub where consumers can consolidate their financial obligations, pay bills, move money in real time and improve their understanding of their own financial position. Its solution offers electronic bill presentment across numerous channels, including Web, mobile, text, portable document format (PDF), email, interactive voice response (IVR), chatbot, social media and through its IPN partners.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of PAYMENTUS HOLDINGS INC
PAY Guru Analysis
PAY Fundamental Analysis
PLEXUS CORP (PLXS) is a mid-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Plexus Corp. is focused on providing designing and developing, supplying chain solutions, new product introduction, manufacturing and sustaining services. It specializes in serving customers in industries with complex products and demanding regulatory environments. It offers life-saving medical devices and mission-critical aerospace and defense products to industrial automation systems and semiconductor capital equipment, and innovative solutions across the lifecycle of a product converge where advanced technology and human impact intersect. Its segments include Americas (AMER), Asia-Pacific (APAC) and Europe, Middle East, and Africa (EMEA) regions. Its design and development capabilities include mechanical engineering, electrical engineering, software engineering, quality and compliance engineering, and project management. Its supply chain capabilities include design for supply chain, supply chain risk management, and managing global, and complex supply chains.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of PLEXUS CORP
PLXS Guru Analysis
PLXS Fundamental Analysis
MONOLITHIC POWER SYSTEMS INC (MPWR) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Monolithic Power Systems, Inc. is a fabless company, which provides semiconductor-based power electronic solutions. The Company design and develop its products for the enterprise data, storage and computing, automotive, communications, consumer, and industrial end markets. Direct Current (DC) to DC, Alternating Current (AC) to DC, driver metal-oxide-semiconductor field-effect transistor, power management integrated circuit (IC), current limit switch and lighting control products. Its DC to DC ICs are used to convert and control voltages within a range of electronic systems, such as cloud-based central processing unit (CPU) servers, server artificial intelligence (AI) applications, storage applications, commercial notebooks, digital cockpit, power sources, home appliances, fourth generation (4G) and fifth generation (5G) infrastructure and satellite communications applications. The Company have sales offices in various locations in Asia, Europe and the United States.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of MONOLITHIC POWER SYSTEMS INC
MPWR Guru Analysis
MPWR Fundamental Analysis
FORTINET INC (FTNT) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Fortinet, Inc. is engaged in cybersecurity, driving the convergence of networking and security. The CompanyGs integrated platform, Fortinet Security Fabric, spans secure networking, unified Secure Access Service Edge (SASE) and artificial intelligence (AI)-driven security operations (SecOps). Its products and services include FortiOS, FortiASIC, FortiCloud, FortiAI, FortiEndpoint, and OT Security. The FortiGuard Labs is a cybersecurity threat intelligence and research organization comprised of experienced threat hunters, researchers, analysts, engineers and data scientists who develop and utilize machine learning and AI technologies. FortiGuard and Other Security Services are a suite of AI-powered security capabilities that are integrated as part of the Fortinet Security Fabric to deliver coordinated detection and enforcement across the entire attack surface. FortiCare Technical Support Service is a per-device technical support service. It also operates Fortinet Training Institute.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FORTINET INC
FTNT Guru Analysis
Martin Zweig Portfolio
About Martin Zweig: During the 15 years that it was monitored, Zweig's stock recommendation newsletter returned an average of 15.9 percent per year, during which time it was ranked number one based on risk-adjusted returns by Hulbert Financial Digest. Zweig has managed both mutual and hedge funds during his career, and he's put the fortune he's compiled to some interesting uses. He has owned what Forbes reported was the most expensive apartment in New York, a $70 million penthouse that sits atop Manhattan's Pierre Hotel, and he is a collector of all sorts of pop culture and historical memorabilia -- among his purchases are the gun used by Clint Eastwood in "Dirty Harry", a stock certificate signed by Commodore Vanderbilt, and even two old-fashioned gas pumps similar to those he'd seen at a nearby gas station while growing up in Cleveland, according to published reports.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Information Technology Stocks Based On Martin Zweig - 4/25/2025

SEGALL BRYANT & HAMILL, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 12-31-2024 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
A decrease of -246,619 shares of $RRX (~$38,258,005). This was a decrease of ~87% from their previous position.
A decrease of -242,186 shares of $SPXC (~$35,242,907). This was a decrease of ~84% from their previous position.
An addition of 731,354 shares of $AAP (~$34,585,731). This was an increase of ~inf% over their previous position.
An addition of 617,592 shares of $QDEL (~$27,513,724). This was an increase of ~144% over their previous position.
A decrease of -168,169 shares of $PLXS (~$26,315,085). This was a decrease of ~100% from their previous position.
An addition of 1,168,893 shares of $CPRI (~$24,616,887). This was an increase of ~inf% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for SEGALL BRYANT & HAMILL, LLC for more details.
This article was originally published on Quiver News, read the full story.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Fund Update: SEGALL BRYANT & HAMILL, LLC Just Disclosed New Holdings

Watts Water Technologies, Inc. WTS reported fourth-quarter 2024 adjusted earnings per share (EPS) of $2.05 compared with $1.97 in the prior-year quarter. The bottom line topped the Zacks Consensus Estimate by 7.3%.
Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.
The company’s quarterly net sales declined 1.3% year over year to $540.4 million. The top line surpassed the Zacks Consensus Estimate by 0.6%. Organic sales were down 5% year over year.
Watts Water Technologies, Inc. Price, Consensus and EPS Surprise
Watts Water Technologies, Inc. price-consensus-eps-surprise-chart | Watts Water Technologies, Inc. Quote
Acquisitions in the Americas added $23 million in sales, contributing 4% to overall growth. Higher revenue growth in the Asia-Pacific, the Middle East and Africa (APMEA) boosted the company's performance. However, the decline in the Americas and Europe, mainly due to fewer shipping days (which reduced sales by about 5%), outweighed that growth. Currency exchange rates had little effect on sales.
Segment Results
Americas: Net sales rose 3% year over year to $398 million, while organic sales dipped 3%. The Bradley and Josam acquisitions contributed $23 million to total sales, marking 6% growth. Organic sales declined because there were fewer shipping days, reducing sales by about mid-single digits and outweighing the benefits of price increases. Adjusted operating margin increased 160 basis points (bps) year over year to 21.8%, driven by cost savings and price increases, which offset the impact of inflation, lower sales volume and the Bradley acquisition effect.
Europe: Net sales plunged 15% year over year to $109 million on both a reported and organic basis. Foreign exchange had minimal impact on sales. Sales decreased due to lower volumes, mainly resulting from fewer shipping days and a decline in the OEM channel. The OEM decline was due to reduced government energy incentives and continued destocking in the heat pump and wholesale channels. Adjusted operating margin was down 480 bps year over year to 10.2% due to the negative impacts of lower sales volume and inflation mitigating productivity gains.
APMEA: Net sales increased 4% to $34 million and 3% organically. Favorable forex movements further enhanced reported sales by 1%. Key growth drivers included strong demand across China and the Middle East, offset by lower sales in Australia and New Zealand due to fewer shipping days. Adjusted operating margin expanded 490 bps to 17.5%, driven by higher trade and affiliate sales volume, along with productivity gains, which counteracted inflationary pressures and accretive investments.
WTS’ Other Details
Gross profit decreased 1.2% year over year to $252.7 million. Selling, general and administrative expenses declined 5.9% to $162.9 million. Operating income was $89 million, up 12.9% year over year.
Operating margin expanded 210 bps to 16.5%. The adjusted operating margin was 16.8%, up 100 bps year over year.
Cash Flow & Liquidity
For the full year ended Dec. 31, 2024, Watts Water generated $361.1 million of cash from operating activities compared with $310.8 million in the prior-year period.
For the full year ended Dec. 31, 2024, free cash flow was $331.7 million compared with $281.1 million a year ago. The increase in operating and free cash flow was driven by higher net income, better working capital management and cash flow from acquisitions.
The company repurchased around 20,000 shares for $4 million in the fourth quarter. In the full year 2024, the company bought back about 85,000 shares for a total of $17 million. As of now, around $145 million is still available under the stock repurchase program approved in 2023, which has no expiration date.
As of Dec. 31, 2024, the company had $386.9 million in cash and cash equivalents with $197 million of long-term debt compared with the respective figures of $303.9 million and $211.8 million as of Sept. 29, 2024.
WTS’ Guidance
For 2025, the company anticipates the adjusted operating margin to be between 17.7% and 18.3%, implying 0-60 bps improvement year over year. Reported sales and organic sales are expected to range from a decline of 3% to an increase of 2%. The projected full-year operating margin is between 16.7% and 17.3%, implying a fall of up to 60 bps to no change.
For the first quarter of 2025, the company projects the adjusted operating margin to be between 16.9% and 17.5%, implying a decline of 70 bps to 130 bps year over year. Reported sales and organic sales are expected to record a decline of 7-3%.
WTS’ Zacks Rank
Watts Water currently has a Zacks Rank #3 (Hold). Shares of the company have soared 17.1% in the past six months against no change for the Zacks Instruments - Control industry. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Image Source: Zacks Investment Research
Recent Performance of Other Companies in Broader Tech Space
Plexus Corp PLXS reported first-quarter fiscal 2025 adjusted EPS of $1.73, up 40.7% year over year. The figure outpaced the Zacks Consensus Estimate of $1.59 per share.
In the past year, shares of PLXS have gained 41.7%.
Seagate Technology Holdings plc STX reported second-quarter fiscal 2025 non-GAAP earnings of $2.03 per share, beating the Zacks Consensus Estimate by 7.98%. The company reported non-GAAP earnings of 12 cents per share in the year-ago quarter.
In the past year, STX shares have gained 10%.
Simulations Plus, Inc. SLP reported first-quarter fiscal 2025 adjusted earnings of 17 cents per share, which declined 5.6% year over year. The figure, however, missed the Zacks Consensus Estimate of 18 cents per share.
Shares of SLP have declined 13% in the past year.
Only $1 to See All Zacks' Buys and Sells
We're not kidding.
Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent.
Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators,and more, that closed 256 positions with double- and triple-digit gains in 2024 alone.
See Stocks 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
Seagate Technology Holdings PLC (STX) : Free Stock Analysis Report
Plexus Corp. (PLXS) : Free Stock Analysis Report
Simulations Plus, Inc. (SLP) : Free Stock Analysis Report
Watts Water Technologies, Inc. (WTS) : Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Watts Water's Q4 Earnings and Revenues Outpace Estimates

Fortive Corporation FTV reported fourth-quarter 2024 adjusted earnings per share (EPS) of $1.17, which topped the Zacks Consensus Estimate by 4.5%. The bottom line increased 19.4% year over year.
Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.
Revenues rose 2.3% year over year to $1.62 billion. However, the top line missed the Zacks Consensus Estimate by 0.5%. Core revenues rose 1.8% year over year.
The year-over-year improvement in the top line was driven by continued momentum in Intelligent Operating Solutions (IOS) and Advanced Healthcare Solutions (AHS), along with stabilizing trends in the Precision Technologies (PT) segment.
Fortive Corporation Price, Consensus and EPS Surprise
Fortive Corporation price-consensus-eps-surprise-chart | Fortive Corporation Quote
On Sept. 4, 2024, Fortive announced plans to separate its Precision Technologies business into an independent publicly traded company, Ralliant. This will create two companies: Fortive, focused on IOS and AHS, delivering productivity and safety with strong recurring growth, and Ralliant, a global technology company specializing in precision instruments and highly engineered products for breakthrough innovation. Management stated that the separation of the PT segment is progressing well and is expected to be a tax-free spin-off for U.S. federal income tax purposes. It is expected to close early in the third quarter of 2025.
The company used its second-half free cash flow to repurchase about 10 million shares or 80% of its free cash flow. Fortive remains committed to using free cash flow for additional share repurchases as it progresses with the anticipated spin-off.
Top Line in Detail
Fortive operates under the following three organized segments:
Intelligent Operating Solutions: The segment generated revenues of $710.8 million (contributing 43.9% to total revenues), up 4.1% on a year-over-year basis.
Precision Technologies: Segmental revenues totaled $567.7 million (35%), down 0.4% year over year.
Advanced Healthcare Solutions: This segment registered revenues of $341.8 million (21.1%), up 3.2% year over year.
Operating Details
In the reported quarter, gross profit increased 3.1% to $977.2 million on a year-over-year basis.
Adjusted operating margin was 28.7%, extending 1% on a year-over-year basis.
Segment-wise, the adjusted operating margins of Intelligent Operating Solutions and Advanced Healthcare Solutions were 36.1% and 27.2%, expanding 190 basis points (bps) and 40 bps, respectively, year over year.
Precision Technologies’ adjusted operating margin of 26% fell 220 bps.
Balance Sheet & Cash Flow
As of Dec. 31, 2024, cash and cash equivalents were $813.3 million compared with $811.3 million as of Sept. 27.
As of Dec. 31, 2024, accounts receivables were $945.4 million compared with $912.2 million as of Sept. 27.
FTV generated an operating cash flow of $502.2 million for the fourth quarter compared with $459 million in the previous quarter. Non-GAAP free cash flow was $465.2 million compared with $431.2 million in the prior quarter.
Fortive’s Outlook
Management provided guidance for the first quarter and 2025. For the full year, the company anticipates revenues between $6.23 billion and $6.35 billion. The Zacks Consensus Estimate is pegged at $6.46 billion. Fortive anticipates core revenue growth of 1.5% to 3.5%. Adjusted diluted EPS is expected to be $4 to $4.12, up 3% to 6% year over year. The Zacks Consensus Estimate is pegged at $4.10.
Adjusted operating profit is projected to rise 2% to 5%. Adjusted free cash flow is expected to be about $1.5 billion, excluding $185 million in separation-related costs, with a nearly 100% conversion rate on adjusted net income.
For the first quarter, core revenues are expected to be flat. IOS and AHS will start slower due to Fluke’s strong fourth-quarter 2024 finish and fewer days in the first quarter of 2025, affecting consumables and service utilization. PT is projected to decline by mid-single digits. Adjusted EPS is expected to be between 83 cents and 86 cents. The Zacks Consensus Estimate is pegged at 91 cents. Adjusted operating profit is anticipated to be flat year over year.
Zacks Rank
Currently, Fortive has a Zacks Rank #4 (Sell). Shares of the company have declined 4.9% in the past year against the Zacks Electronics - Testing Equipment industry's growth of 5.2%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Image Source: Zacks Investment Research
Recent Performance of Other Companies in Broader Tech Space
Plexus Corp PLXS reported first-quarter fiscal 2025 adjusted EPS of $1.73, up 40.7% year over year. The figure outpaced the Zacks Consensus Estimate of $1.59 per share.
In the past year, shares of PLXS have gained 41.3%.
Seagate Technology Holdings plc STX reported second-quarter fiscal 2025 non-GAAP earnings of $2.03 per share, beating the Zacks Consensus Estimate by 7.98%. The company reported non-GAAP earnings of 12 cents per share in the year-ago quarter.
In the past year, STX shares have gained 7.9%.
Simulations Plus, Inc. SLP reported first-quarter fiscal 2025 adjusted earnings of 17 cents per share, which declined 5.6% year over year. The figure, however, missed the Zacks Consensus Estimate of 18 cents per share.
Shares of SLP have declined 15% in the past year.
Just Released: Zacks Top 10 Stocks for 2025
Hurry – you can still get in early on our 10 top tickers for 2025. Handpicked by Zacks Director of Research Sheraz Mian, this portfolio has been stunningly and consistently successful. From inception in 2012 through November, 2024, the Zacks Top 10 Stocks gained +2,112.6%, more than QUADRUPLING the S&P 500’s +475.6%. Sheraz has combed through 4,400 companies covered by the Zacks Rank and handpicked the best 10 to buy and hold in 2025. You can still be among the first to see these just-released stocks with enormous potential.
See New Top 10 Stocks >>
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
Seagate Technology Holdings PLC (STX) : Free Stock Analysis Report
Plexus Corp. (PLXS) : Free Stock Analysis Report
Simulations Plus, Inc. (SLP) : Free Stock Analysis Report
Fortive Corporation (FTV) : Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Fortive Q4 Earnings Beat Estimates, Revenues Increase Y/Y

Lantronix, Inc. LTRX reported second-quarter fiscal 2025 non-GAAP earnings per share (EPS) of 4 cents, which surpassed the Zacks Consensus Estimate of 3 cents. The bottom line decreased 50% from the prior-year quarter's 8 cents.
Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.
Revenues in the quarter totaled $31.2 million, missing the consensus mark by just 0.1%. The top line also decreased 15.9% year over year, due to reduced orders from the company’s top automotive customer and slightly lower activity in the enterprise market.
Lantronix, Inc. Price, Consensus and EPS Surprise
Lantronix, Inc. price-consensus-eps-surprise-chart | Lantronix, Inc. Quote
Lantronix focuses on Edge Intelligence with key assets in Compute and Connect. Management highlighted its three main markets: Enterprise, Smart Cities and Transportation. The company is advancing Edge artificial intelligence (AI) solutions, integrating Netcomm’s IoT assets and gearing up for future growth.
Following the earnings announcement, shares of LTRX declined 8.8% in the pre-market trading on Feb. 7. In the past year, shares have lost 27.7% compared with the Zacks Computer – Networking industry’s growth of 23.8%.
Image Source: Zacks Investment Research
In the second quarter, Lantronix acquired NetComm for $6.5 million, expanding its Connect business with 4G and 5G gateways. The integration is progressing well, with key customer engagements, including Vodafone. The company sees growth potential in Australia and New Zealand.
Also, the company is strengthening its partnership with Qualcomm, integrating AI into edge systems for real-time analytics. New projects include banking analytics, electronics quality control and smart farming solutions. Lantronix remains focused on securing new customers and design wins.
LTRX’s Fiscal Q2 in Details
IoT System Solutions revenues (contributed 59.7% to total revenues) in the reported quarter amounted to $18.6 million, decreasing 19.2% year over year.
Embedded IoT Solutions revenues (contributed 34.6% to total revenues) in the reported quarter totaled $10.8 million, plunging 8.3% year over year.
Software & Services revenues (5.7%) were down 20.7% year over year to $1.8 million.
Revenues from the Americas, Europe, Middle East, and Africa region and the Asia Pacific and Japan region were $16.4 million, $9 million and $5.7 million, respectively, contributing 52.6%, 29% and 18.4% of total revenues.
Non-GAAP gross margin was 43.2%, up from 41.6% in the prior-ago quarter. The increase in gross margin is due to a favorable shift toward higher-margin system solution products.
Total operating expenses for the quarter were $15.4 million, down from $16.8 million in the year-ago quarter.
Cash Flow & Liquidity
In the six months period ended Dec. 31, 2024, LTRX generated $3 million of cash from operating activities.
As of Dec 31, 2024, the company had $19.2 million in cash and cash equivalents and $11.6 in net long-term debt compared with $26.2 million and $13.2 million as of June 30, 2024, respectively.
Outlook
For the third quarter of fiscal 2025, management projects revenues between $27 million to $31 million. Non-GAAP EPS is expected in the range of 1-5 cents.
LTRX’s Zacks Rank
LTRX currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Performance of Other Companies in Broader Tech Space
Plexus Corp PLXS reported first-quarter fiscal 2025 adjusted earnings per share of $1.73, up 40.7% year over year. The figure outpaced the Zacks Consensus Estimate of $1.59 per share.
In the past year, shares of PLXS have gained 47.1%.
Seagate Technology Holdings plc STX reported second-quarter fiscal 2025 non-GAAP earnings of $2.03 per share, beating the Zacks Consensus Estimate by 7.98%. The company reported non-GAAP earnings of 12 cents per share in the year-ago quarter.
In the past year, STX shares have gained 10.2%.
Simulations Plus, Inc. SLP reported first-quarter fiscal 2025 adjusted earnings of 17 cents per share, which declined 5.6% year over year. The figure, however, missed the Zacks Consensus Estimate of 18 cents per share.
Shares of SLP have declined 12.7% in the past year.
Free Today: Profiting from The Future’s Brightest Energy Source
The demand for electricity is growing exponentially. At the same time, we’re working to reduce our dependence on fossil fuels like oil and natural gas. Nuclear energy is an ideal replacement.
Leaders from the US and 21 other countries recently committed to TRIPLING the world’s nuclear energy capacities. This aggressive transition could mean tremendous profits for nuclear-related stocks – and investors who get in on the action early enough.
Our urgent report, Atomic Opportunity: Nuclear Energy's Comeback, explores the key players and technologies driving this opportunity, including 3 standout stocks poised to benefit the most.
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
Seagate Technology Holdings PLC (STX) : Free Stock Analysis Report
Plexus Corp. (PLXS) : Free Stock Analysis Report
Simulations Plus, Inc. (SLP) : Free Stock Analysis Report
Lantronix, Inc. (LTRX) : Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Plexus Corp.

Trend

Trend Class

Pattern

EMA

EMA-20

EMA-50

EMA-100

EMA-20

EMA-50

EMA-100

Oscillators

Stochastic

RSI

MACD

Candle pattern type