RF Industries, Ltd., together with its subsidiaries, designs, manufactures, and markets interconnect products and systems in the United States, Canada, Italy, Mexico, and internationally. The company operates through two segments, RF Connector and Cable Assembly, and Custom Cabling Manufacturing and Assembly. The company designs, manufactures, and distributes various coaxial connectors and cable assemblies that are integrated with coaxial connectors; custom copper and fiber cable assemblies, complex hybrid fiber optic and power solution cables, adapters, and electromechanical wiring harnesses for communication, computer, LAN, automotive, and medical equipment; energy-efficient cooling systems for wireless base stations and remote equipment shelters; and custom-designed pole-ready 5G small cell integrated enclosures. It also designs and manufactures cable assemblies and wiring harnesses for blue chip industrial, oilfield, instrumentation, medical, and military customers; connectivity solutions to telecommunications and data communications distributors; thermal control systems; and radio frequency and microwave distribution system products, such as dividers, directional couplers, and filters. The company sells its products through warehousing distributors and in-house marketing and sales team. It serves telecommunications carriers and equipment manufacturers, wireless and network infrastructure carriers, and original equipment manufacturers. The company was formerly known as Celltronics, Inc. and changed its name RF Industries, Ltd. in November 1990. RF Industries, Ltd. was incorporated in 1979 and is headquartered in San Diego, California.

RF Industries, Ltd.

RF Industries, Ltd. RFIL shares soared 12.7% in the last trading session to close at $8.51. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 36.8% gain over the past four weeks.
RF Industries is benefiting from an expanding portfolio with the addition of applications like small cells, distributed antenna systems, industrial connectivity and DAC thermal cooling, apart from interconnect product offerings.
This company is expected to post quarterly earnings of $0.06 per share in its upcoming report, which represents a year-over-year change of +700%. Revenues are expected to be $18.52 million, up 10% from the year-ago quarter.
Earnings and revenue growth expectations certainly give a good sense of the potential strength in a stock, but empirical research shows that trends in earnings estimate revisions are strongly correlated with near-term stock price movements.
For RF Industries, the consensus EPS estimate for the quarter has remained unchanged over the last 30 days. And a stock's price usually doesn't keep moving higher in the absence of any trend in earnings estimate revisions. So, make sure to keep an eye on RFIL going forward to see if this recent jump can turn into more strength down the road.
The stock currently carries a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
RF Industries is a member of the Zacks Semiconductors - Radio Frequency industry. One other stock in the same industry, Qorvo QRVO, finished the last trading session 0.2% lower at $87.8. QRVO has returned 8.7% over the past month.
Qorvo's consensus EPS estimate for the upcoming report has remained unchanged over the past month at $0.62. Compared to the company's year-ago EPS, this represents a change of -28.7%. Qorvo currently boasts a Zacks Rank of #3 (Hold).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

RF Industries (RFIL) Soars 12.7%: Is Further Upside Left in the Stock?

RF Industries, Ltd. (RFIL) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.01 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of 75%. A quarter ago, it was expected that this company would post earnings of $0.03 per share when it actually produced earnings of $0.04, delivering a surprise of 33.33%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
RF Industries, which belongs to the Zacks Semiconductors - Radio Frequency industry, posted revenues of $18.91 million for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 9.69%. This compares to year-ago revenues of $16.11 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
RF Industries shares have added about 5.4% since the beginning of the year versus the S&P 500's gain of 1.6%.
What's Next for RF Industries?
While RF Industries has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for RF Industries: mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $0.07 on $17.68 million in revenues for the coming quarter and $0.23 on $73.86 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Semiconductors - Radio Frequency is currently in the top 39% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the broader Zacks Computer and Technology sector, E2open Parent Holdings, Inc. (ETWO), is yet to report results for the quarter ended May 2025.
This company is expected to post quarterly earnings of $0.04 per share in its upcoming report, which represents no change from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
E2open Parent Holdings, Inc.'s revenues are expected to be $147.38 million, down 2.5% from the year-ago quarter.
Should You Invest in RF Industries, Ltd. (RFIL)?
Before you invest in RF Industries, Ltd. (RFIL), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
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Zacks is the leading investment research firm focusing on stock research, analysis and recommendations. In 1978, our founder discovered the power of earnings estimate revisions to enable profitable investment decisions. Today, that discovery is still the heart of the Zacks Rank. A wealth of resources for individual investors is available at www.zacks.com.

RF Industries, Ltd. (RFIL) Surpasses Q2 Earnings and Revenue Estimates

The following companies are expected to report earnings after hours on 03/17/2025. Visit our Earnings Calendar for a full list of expected earnings releases.
Belite Bio, Inc (BLTE)is reporting for the quarter ending December 31, 2024. The consensus earnings per share forecast from the 2 analysts that follow the stock is $-0.30. BLTE reported earnings of $-0.25 per share for the same quarter a year ago; representing a a increase of 20.00%.Harrow, Inc. (HROW)is reporting for the quarter ending December 31, 2024. The consensus earnings per share forecast from the 2 analysts that follow the stock is $-0.01. HROW reported earnings of $-0.27 per share for the same quarter a year ago; representing a a decrease of -96.30%.Open Lending Corporation (LPRO)is reporting for the quarter ending December 31, 2024. The consensus earnings per share forecast from the 3 analysts that follow the stock is $0.02. LPRO reported earnings of $-0.04 per share for the same quarter a year ago; representing a a decrease of -150.00%.Hallador Energy Company (HNRG)is reporting for the quarter ending December 31, 2024. The consensus earnings per share forecast from the 1 analyst that follows the stock is $-0.18. HNRG reported earnings of $-0.27 per share for the same quarter a year ago; representing a a decrease of -33.33%.Quanterix Corporation (QTRX)is reporting for the quarter ending December 31, 2024. The consensus earnings per share forecast from the 1 analyst that follows the stock is $-0.27. QTRX reported earnings of $-0.33 per share for the same quarter a year ago; representing a a decrease of -18.18%.DiaMedica Therapeutics Inc. (DMAC)is reporting for the quarter ending December 31, 2024. The consensus earnings per share forecast from the 2 analysts that follow the stock is $-0.17. DMAC reported earnings of $-0.14 per share for the same quarter a year ago; representing a a increase of 21.43%.Sangamo Therapeutics, Inc. (SGMO)is reporting for the quarter ending December 31, 2024. The consensus earnings per share forecast from the 4 analysts that follow the stock is $-0.09. SGMO reported earnings of $-0.34 per share for the same quarter a year ago; representing a a decrease of -73.53%.High Tide Inc. (HITI)is reporting for the quarter ending January 31, 2025. The consensus earnings per share forecast from the 2 analysts that follow the stock is $-0.01. HITI reported earnings of $0 per share for the same quarter a year ago; representing aHyperfine, Inc. (HYPR)is reporting for the quarter ending December 31, 2024. The consensus earnings per share forecast from the 1 analyst that follows the stock is $-0.16. HYPR reported earnings of $-0.15 per share for the same quarter a year ago; representing a a increase of 6.67%.The days to cover, as reported in the 2/28/2025 short interest update, increased 163.02% from previous report on 2/14/2025. FibroGen, Inc (FGEN)is reporting for the quarter ending December 31, 2024. The consensus earnings per share forecast from the 1 analyst that follows the stock is $-0.08. FGEN reported earnings of $-0.57 per share for the same quarter a year ago; representing a a decrease of -85.96%.RF Industries, Ltd. (RFIL)is reporting for the quarter ending January 31, 2025. The consensus earnings per share forecast from the 1 analyst that follows the stock is $0.00. RFIL reported earnings of $-0.08 per share for the same quarter a year ago; representing a a decrease of -100.00%.Altus Power, Inc. (AMPS)is reporting for the quarter ending December 31, 2024. The consensus earnings per share forecast from the 5 analysts that follow the stock is $-0.04. AMPS reported earnings of $-0.04 per share for the same quarter a year ago; representing a
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

After-Hours Earnings Report for March 17, 2025 : BLTE, HROW, LPRO, HNRG, QTRX, DMAC, SGMO, HITI, HYPR, FGEN, RFIL, AMPS

The semiconductor industry played a major role in last year’s stock market rally. After experiencing a slowdown, demand for semiconductors began recovering in 2024 and has been steadily increasing. A sharp rise in sales was largely fueled by growing enthusiasm for artificial intelligence (AI), particularly generative AI.
However, investor confidence has been shaken, leading to a decline in semiconductor stocks over the past month. This downturn followed the emergence of DeepSeek, a low-cost AI model from China, which initially raised concerns about its potential to challenge the dominance of U.S. tech giants in the AI space. Despite initial fears, the worries have gradually subsided, restoring a sense of optimism in the market.
Given this scenario, it would be ideal to invest in semiconductor stocks such as Taiwan Semiconductor Manufacturing Company Limited TSM, NVIDIA Corporation NVDA and RF Industries, Ltd. RFIL. Each of these stocks carries a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Semiconductor Revenues Growing Steadily
The Semiconductor Industry Association (SIA) reported last week that global semiconductor sales reached $56.5 billion in January, a robust 17.9% jump from $47.9 billion in January 2024.
However, on a month-over-month basis, sales dipped by 1.7% in January. This minor decline was largely driven by uncertainty surrounding the future of U.S. tech companies in the AI sector after the highly publicized debut of the more affordable Chinese competitor, DeepSeek. Despite this drop, January still set a record for the highest-ever sales total for the month.
These January figures come after a strong performance in 2024 when global semiconductor sales soared to $627.6 billion, increasing 19.1% from $526.8 billion. The fourth quarter alone saw a solid 17.1% year-over-year jump, totaling $170.9 billion, along with a 3% sequential increase.
The increasing demand for semiconductors in data centers has been a key driver of global sales. Additionally, the memory market has played a major role in this surge, with revenues skyrocketing by 71.8% last year from 2023.
Several tech firms have been making hefty investments in AI development, and businesses incorporating AI into their products have seen impressive expansion in recent years. Experts remain optimistic about AI’s vast untapped possibilities and expect continued growth in demand as more semiconductor companies venture into the AI space. The SIA forecasts double-digit sales growth in 2025, reinforcing confidence in the industry's upward trajectory.
3 Semiconductor Stocks With Upside
Taiwan Semiconductor Manufacturing Company Limited
Taiwan Semiconductor Manufacturing Company Limited is the world's largest dedicated integrated circuit foundry. As a foundry, TSM manufactures ICs for its customers based on their proprietary IC designs using its advanced production processes. Taiwan Semiconductor Manufacturing Company Limited’s goal is to establish itself as one of the world's leading semiconductor companies by building upon the strengths that have made it the world's leading IC foundry.
Taiwan Semiconductor Manufacturing Company Limited’s expected earnings growth rate for the current year is 30.7%. The Zacks Consensus Estimate for current-year earnings has improved 4% over the past 90 days. TSM presently carries a Zacks Rank #2.
NVIDIA Corporation
NVIDIA Corporation is a major player in the semiconductor industry and has been one of the standout success stories of 2023 and 2024. As a leading designer of graphic processing units (GPUs), the value of the NVDA stock tends to surge in a thriving crypto market. This is primarily due to the crucial role that GPUs play in data centers, artificial intelligence and the mining or production of cryptocurrencies.
NVIDIA’s expected earnings growth rate for the current year is 46.8%. The Zacks Consensus Estimate for current-year earnings has improved 5.3% over the past 90 days. Currently, NVIDIA has a Zacks Rank #2.
RF Industries, Ltd.
RF Industries, Ltd. is engaged in the design, manufacture and distribution of coaxial connectors used in radio communications applications as well as in computers, test instruments, PC LANS and antenna devices.
RF Industries’ expected earnings growth rate for the current year is more than 100%. The Zacks Consensus Estimate for current-year earnings has improved 40% over the past 90 days. RFIL presently carries a Zacks Rank #2.
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Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2024. While not all picks can be winners, previous recommendations have soared +143.0%, +175.9%, +498.3% and +673.0%.
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.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

AI Optimism Driving Semiconductor Sales: 3 Stocks With Growth Potential

Box BOX reported fourth-quarter fiscal 2025 non-GAAP earnings of 42 cents per share (including 3 cents of unfavorable forex impacts), unchanged year over year. The figure exceeded the Zacks Consensus Estimate by 2.44%.
Find the latest EPS estimates and surprises on Zacks Earnings Calendar.
Total revenues of $279.5 million surpassed the consensus mark by 0.19%. The top line increased 6% year over year on a reported basis and 8% on a constant-currency (cc) basis.
This year-over-year revenue increase was primarily driven by the strong momentum of BOX Suites offerings, which bundle multiple products and services into comprehensive solutions for customers.
Box, Inc. Price, Consensus and EPS Surprise
Box, Inc. price-consensus-eps-surprise-chart | Box, Inc. Quote
Following the release of the fourth-quarter fiscal 2025 results, Box shares declined 6.78% in the pre-market trading.
BOX’s Q4 Metrics in Detail
Billings were $398.6 million in the reported quarter, increasing 5% year over year (7% growth on a cc basis). Billings suffered a 150-basis-point (bps) headwind from unfavorable forex, worse than an anticipated 80 bps negative impact.
BOX saw an 87% attach rate for its Suites, up from 81% in the year-ago quarter. The company generated 60% of its revenues from Suites customers in the reported quarter.
Box’s net retention rate was 102% at the end of the fiscal fourth quarter, up 100 bps year over year.
The company’s remaining performance obligations (RPO) totaled $1.466 billion, reflecting a 12% year-over-year increase (14% on a cc basis). This includes $815 million in short-term RPO and $651 million in long-term RPO.
In the reported quarter, Box introduced the Enterprise Advanced Suites plan, seamlessly integrating Box Apps, Box AI Studio and Box Doc Gen into a unified offering. The plan has already seen strong market adoption. Additionally, Box enhanced its Enterprise Advanced Suite with new features, including Box AI extract agents, multi-document querying, Box Forms and Box Doc Gen, expanding its capabilities.
BOX’s Q4 Operating Details
The non-GAAP gross margin for fourth-quarter fiscal 2025 was 81%, expanding 260 bps year over year.
Box’s operating expenses of $202.8 million increased 13.3% year over year. As a percentage of revenues, the figure expanded 450 bps from the year-ago quarter to 72.6%.
On a non-GAAP basis, the company recorded an operating margin of 27.3%, which expanded 70 bps year over year.
BOX’s Balance Sheet & Cash Flow
As of Jan. 31, 2025, cash and cash equivalents were $624.6 million, up from $608.8 million as of Oct. 31, 2024.
BOX’s short-term investments amounted to $98.2 million, an increase from $89.2 million in the previous quarter.
Non-current debt was pegged at $448.6 million at the reported quarter’s end compared with $651.7 million at the previous quarter’s end.
Box generated $102.2 million in cash from operations in the fiscal fourth quarter, up from $62.6 million in the previous quarter.
The company generated a non-GAAP free cash flow of $91.3 million in the reported quarter.
BOX repurchased 1.3 million shares for $43 million in fourth-quarter fiscal 2025. As of Jan. 31, 2025, approximately $52 million of buyback capacity was remaining under Box’s current share repurchase plan.
On March 3, 2025, the company’s board authorized an expansion of its stock repurchase program by an additional $150 million.
BOX Initiates Q1 & FY26 Guidance
For the first quarter of fiscal 2026, Box expects revenues between $274 million and $275 million, suggesting a 4% rise from the prior-year reported figure. The cc growth rate is pegged at 5%. The Zacks Consensus Estimate for the same is pinned at $279.26 million, indicating year-over-year growth of 5.51%.
On a non-GAAP basis, BOX expects earnings of 25-26 cents per share. The guidance factors in a negative impact of 15 cents from unfavorable forex rates and a year-over-year negative impact of 2 cents due to the leap year in fiscal 2025.
The non-GAAP operating margin for the fiscal first quarter is expected to be 25%.
For fiscal 2026, BOX expects revenues between $1.15 billion and $1.16 billion, indicating a year-over-year increase of 6%. The Zacks Consensus Estimate for the same is pegged at $1.15 billion, suggesting year-over-year growth of 5.72%.
Non-GAAP earnings are expected between $1.13 and $1.17 per share. This includes an expected negative impact of 56 cents from the recognition of non-cash deferred tax expenses. The Zacks Consensus Estimate for the same is pegged at $1.82 per share, implying year-over-year growth of 13.33%.
The non-GAAP operating margin for the fiscal year is expected to be 28%.
Zacks Rank & Stocks to Consider
Currently, Box carries a Zacks Rank #4 (Sell).
Guidewire Software GWRE, RF Industries RFIL and Ballard Power Systems BLDP are some better-ranked stocks in the broader sector. Guidewire Software sports a Zacks Rank #1 (Strong Buy), and RF Industries and Ballard Power Systems carry a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Guidewire Software shares have risen 15.7% year to date. GWRE is set to report second-quarter fiscal 2025 results on March 6.
RF Industries shares have returned 3.6% year to date. RFIL is set to report first-quarter fiscal 2025 results on March 17.
Ballard Power Systems shares have declined 25.9% year to date. BLDP is set to report fourth-quarter 2024 results on March 13.
Zacks Names #1 Semiconductor Stock
It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028.
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BOX Q4 Earnings & Revenues Beat Estimates, Stock Falls on Weak View

For Immediate Release
Chicago, IL – March 4, 2025 – Today, Zacks Equity Research Equity are Qorvo QRVO and RF Industries RFIL.
Industry: Semiconductors - RF
Link: https://www.zacks.com/commentary/2424573/2-radio-frequency-stocks-to-watch-in-a-challenging-industry
The Zacks Semiconductors - Radio Frequency industry participants are suffering from a challenging demand environment that has resulted in inventory buildup. Sluggish capital spending by telecom carriers has been a headwind. Industry participants are suffering from heightened global macroeconomic uncertainties. Weakness in end-markets like automotive, industrial and infrastructure has been concerning.
Nevertheless, players like Qorvo and RF Industries are benefiting from the continued adoption of WiFi 6E and WiFi 7, as well as the rapid proliferation of the edge IoT, AI data centers and automotive electrification. The growing need for faster connections, low latency and efficient battery life in wirelessly connected devices has been driving the demand for WiFi-enabled hotspots. The democratization of 5G smartphones has been a tailwind for the industry participants.
Industry Description
The Zacks Semiconductors - Radio Frequency Industry comprises companies that provide radio frequency solutions, front-end modules, low-noise amplifiers, diodes, multi-chip modules, optical components, surface acoustic wave, bulk acoustic wave technology-based antenna-plexers and film bulk acoustic resonator filters to enable smartphone devices to function more efficiently in congested RF spectrum.
They serve a wide array of industries with their solutions, finding ample applications in 5G and smartphone equipment, aerospace and defense, optical networks, cellular base stations, automotive and smart home applications. Most of these companies utilize robust wafer fabrication technologies, as well as ZigBee, Bluetooth Low Energy, Thread, silicon germanium and Gallium Nitride technologies, to stay ahead of the competition.
3 Trends Influencing the Prospects of the Semiconductors - RF Industry
Accelerated 5G Deployment Acts as a Tailwind: The rapid implementation of 5G networking infrastructure and the robust adoption of cloud computing applications look promising for the wireless communication market. The coronavirus crisis-induced work-from-home wave has necessitated the need for higher bandwidth and triggered LTE advancements, which is expected to bolster the demand for RF power amplifiers. Increasing RF content in the latest 5G smartphones is a key catalyst. The growing demand for WiFi hotspots, as the number of wirelessly connected devices increases in households, is enhancing industry prospects.
Innovation Opens up Business Avenues: The rapid proliferation of IoT, wearables, drones, VR/AR devices, autonomous cars and ADAS is expected to drive the demand for RF semiconductor products beyond smartphone devices, favoring industry prospects. RF Semiconductors are setting the pace for technology modernization by digitizing aspects like connectivity, healthcare, transport and defense.
The diversified utilization of RF Semiconductor products bodes well for the industry players. The evolution of semiconductor manufacturing processes from 10 nanometers (nm) to 7 nm, and even 5 nm and 3 nm technology, is anticipated to bolster the industry prospects. The rollout of bands and band combinations has led to considerable design challenges for OEM smartphone manufacturers. Industry participants are looking to address these challenges with a robust range of antenna-plexer portfolios utilizing the BAW technology.
Growing Adoption of Electric Vehicles Aids Prospects: Industry players are gaining from the increasing inclusion of their products in electric vehicles (EVs). The market for EVs is expected to expand fourfold by 2027.
Zacks Industry Rank Indicates Dim Near-Term Prospects
The Zacks Semiconductors - Radio Frequency Industry is housed within the broader Zacks Computer and Technology sector. It carries a Zacks Industry Rank #186, which places it in the bottom 24% of more than 250 Zacks industries.
The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates dim near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.
The industry’s position in the bottom 50% of the Zacks-ranked industries is a result of a negative earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are pessimistic about this group’s earnings growth potential. The industry’s earnings estimates for 2025 have moved down by 35.5% since July 31, 2024.
Given the dull prospect, there are only a few stocks worth watching in the industry. Before we present the top industry picks, it is worth looking at the industry’s shareholder returns and current valuation first.
Industry Lags S&P 500 & Sector
The Zacks Semiconductors - Radio Frequency Industry has underperformed the S&P 500 and its sector over the past year. The industry has declined 41.7% over this period against the S&P 500’s return of 17.1% and the broader sector’s appreciation of 15.2%.
Industry's Current Valuation
On the basis of the forward 12-month price-to-earnings ratio (P/E), which is a commonly used multiple for valuing the Semiconductors - Radio Frequency stocks, the industry is currently trading at 15.01X, lower than the S&P 500’s 21.96X and the sector’s 25.26X.
Over the past five years, the industry has traded as high as 23.17X and as low as 7.89X, the median being 14.86X.
2 Radio Frequency Stocks to Watch
RF Industries: This Zacks Rank #2 (Buy) company is benefiting from an expanding portfolio with the addition of applications like small cells, distributed antenna systems, industrial connectivity and DAC thermal cooling, apart from interconnect product offerings. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The strong portfolio, comprising higher value and higher demand products, is expected to help RF Industries achieve sales growth in 2025 and at least a 10% adjusted EBITDA margin.
RF Industries’ shares have jumped 56% in the year-to-date period. The Zacks Consensus Estimate for RFIL’s fiscal 2025 earnings has been unchanged at 21 cents per share over the past 30 days.
Qorvo: Shares of this Zacks Rank #3 (Hold) company have moved up 3.9% year to date. The growing adoption of WIFI 7 across retail, enterprise and mobile segments, strong emphasis on RF solutions and investment in diverse growth businesses supported net sales in the CSG segment. Product orders for several large domestic and international ground-based radar systems boosted the HPA segment’s revenues. The transition from legacy mechanical systems to active electronic scanning systems is a tailwind.
QRVO has introduced highly integrated front-end solutions that simplify and accelerate the implementation of multi-mode, multi-band 4G smartphones and tablets. These new RF Fusion front-end solutions showcase the company's ability to help leading OEMs launch their next-generation flagship devices quickly. Going by dozens of 5G field trials and demonstrations it has engaged in, the acceleration in 5G deployments should be a boon for Qorvo.
The Zacks Consensus Estimate for Qorvo’s fiscal 2025 earnings has increased 1.3% to $5.35 per share over the past 30 days.
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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 https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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Zacks Industry Outlook Qorvo and RF Industries

The Zacks Semiconductors - Radio Frequency industry participants are suffering from a challenging demand environment that has resulted in inventory buildup. Sluggish capital spending by telecom carriers has been a headwind. Industry participants are suffering from heightened global macroeconomic uncertainties. Weakness in end-markets like automotive, industrial and infrastructure has been concerning. Nevertheless, players like Qorvo QRVO and RF Industries RFIL are benefiting from the continued adoption of WiFi 6E and WiFi 7, as well as the rapid proliferation of the edge IoT, AI data centers and automotive electrification. The growing need for faster connections, low latency and efficient battery life in wirelessly connected devices has been driving the demand for WiFi-enabled hotspots. The democratization of 5G smartphones has been a tailwind for the industry participants.
Industry Description
The Zacks Semiconductors - Radio Frequency Industry comprises companies that provide radio frequency solutions, front-end modules, low-noise amplifiers, diodes, multi-chip modules, optical components, surface acoustic wave, bulk acoustic wave technology-based antenna-plexers and film bulk acoustic resonator filters to enable smartphone devices to function more efficiently in congested RF spectrum. They serve a wide array of industries with their solutions, finding ample applications in 5G and smartphone equipment, aerospace and defense, optical networks, cellular base stations, automotive and smart home applications. Most of these companies utilize robust wafer fabrication technologies, as well as ZigBee, Bluetooth Low Energy, Thread, silicon germanium and Gallium Nitride technologies, to stay ahead of the competition.
3 Trends Influencing the Prospects of the Semiconductors - RF Industry
Accelerated 5G Deployment Acts as a Tailwind: The rapid implementation of 5G networking infrastructure and the robust adoption of cloud computing applications look promising for the wireless communication market. The coronavirus crisis-induced work-from-home wave has necessitated the need for higher bandwidth and triggered LTE advancements, which is expected to bolster the demand for RF power amplifiers. Increasing RF content in the latest 5G smartphones is a key catalyst. The growing demand for WiFi hotspots, as the number of wirelessly connected devices increases in households, is enhancing industry prospects.
Innovation Opens up Business Avenues: The rapid proliferation of IoT, wearables, drones, VR/AR devices, autonomous cars and ADAS is expected to drive the demand for RF semiconductor products beyond smartphone devices, favoring industry prospects. RF Semiconductors are setting the pace for technology modernization by digitizing aspects like connectivity, healthcare, transport and defense. The diversified utilization of RF Semiconductor products bodes well for the industry players. The evolution of semiconductor manufacturing processes from 10 nanometers (nm) to 7 nm, and even 5 nm and 3 nm technology, is anticipated to bolster the industry prospects. The rollout of bands and band combinations has led to considerable design challenges for OEM smartphone manufacturers. Industry participants are looking to address these challenges with a robust range of antenna-plexer portfolios utilizing the BAW technology.
Growing Adoption of Electric Vehicles Aids Prospects: Industry players are gaining from the increasing inclusion of their products in electric vehicles (EVs). The market for EVs is expected to expand fourfold by 2027.
Zacks Industry Rank Indicates Dim Near-Term Prospects
The Zacks Semiconductors - Radio Frequency Industry is housed within the broader Zacks Computer and Technology sector. It carries a Zacks Industry Rank #186, which places it in the bottom 24% of more than 250 Zacks industries.
The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates dim near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.
The industry’s position in the bottom 50% of the Zacks-ranked industries is a result of a negative earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are pessimistic about this group’s earnings growth potential. The industry’s earnings estimates for 2025 have moved down by 35.5% since July 31, 2024.
Given the dull prospect, there are only a few stocks worth watching in the industry. Before we present the top industry picks, it is worth looking at the industry’s shareholder returns and current valuation first.
Industry Lags S&P 500 & Sector
The Zacks Semiconductors - Radio Frequency Industry has underperformed the S&P 500 and its sector over the past year. The industry has declined 41.7% over this period against the S&P 500’s return of 17.1% and the broader sector’s appreciation of 15.2%.
One-Year Price Performance
Industry's Current Valuation
On the basis of the forward 12-month price-to-earnings ratio (P/E), which is a commonly used multiple for valuing the Semiconductors - Radio Frequency stocks, the industry is currently trading at 15.01X, lower than the S&P 500’s 21.96X and the sector’s 25.26X.
Over the past five years, the industry has traded as high as 23.17X and as low as 7.89X, the median being 14.86X, as the charts below show.
Forward 12-Month P/E Ratio
2 Radio Frequency Stocks to Watch
RF Industries: This Zacks Rank #2 (Buy) company is benefiting from an expanding portfolio with the addition of applications like small cells, distributed antenna systems, industrial connectivity and DAC thermal cooling, apart from interconnect product offerings. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The strong portfolio, comprising higher value and higher demand products, is expected to help RF Industries achieve sales growth in 2025 and at least a 10% adjusted EBITDA margin.
RF Industries’ shares have jumped 56% in the year-to-date period. The Zacks Consensus Estimate for RFIL’s fiscal 2025 earnings has been unchanged at 21 cents per share over the past 30 days.
Price and Consensus: RFIL
Qorvo: Shares of this Zacks Rank #3 (Hold) company have moved up 3.9% year to date. The growing adoption of WIFI 7 across retail, enterprise and mobile segments, strong emphasis on RF solutions and investment in diverse growth businesses supported net sales in the CSG segment. Product orders for several large domestic and international ground-based radar systems boosted the HPA segment’s revenues. The transition from legacy mechanical systems to active electronic scanning systems is a tailwind.
QRVO has introduced highly integrated front-end solutions that simplify and accelerate the implementation of multi-mode, multi-band 4G smartphones and tablets. These new RF Fusion front-end solutions showcase the company's ability to help leading OEMs launch their next-generation flagship devices quickly. Going by dozens of 5G field trials and demonstrations it has engaged in, the acceleration in 5G deployments should be a boon for Qorvo.
The Zacks Consensus Estimate for Qorvo’s fiscal 2025 earnings has increased 1.3% to $5.35 per share over the past 30 days.
Price and Consensus: QRVO
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2 Radio Frequency Stocks to Watch in a Challenging Industry

For Immediate Release
Chicago, IL – February 12, 2025 – Zacks Equity Research shares Twilio TWLO as the Bull of the Day and Ford Motor Company F as the Bear of the Day. In addition, Zacks Equity Research provides analysis on NVIDIA Corp. NVDA, Taiwan Semiconductor Manufacturing Co. Ltd. TSM and RF Industries, Ltd. RFIL.
Here is a synopsis of all five stocks:
Zacks Rank #1 (Strong Buy) stock Twilio is a cloud communications platform enabling developers to integrate various communication channels, such as voice, messaging, and video, into their applications through a set of APIs. Developers use Twilio to build and customize communication features in web and mobile applications, allowing businesses to enhance customer engagement, automate processes, and facilitate seamless communication. Twilio’s services include programmable messaging, voice calling, video conferencing, and more, providing a flexible and scalable solution for businesses to create personalized and efficient communication experiences.
Soaring Demand for Programmable Voice and Messaging Products
Twilio counts Fortune 500 juggernauts like Airbnb, Dell and Netflixas customers. The company’s products mean that automated customer service technology can reply to customer inquiries instantaneously, save time, money, and boost overall customer satisfaction.
Twilio’s consistent efforts in developing innovative communication products boost top-and-bottom line performance. After swinging from a loss to a profit in 2023, Twilio has never looked back. Last quarter, EPS bolted 76% year-over-year.
New Innovations Breed New Business for Twilio
Twilio acquired SendGrid, a cloud-based email delivery service that helps businesses send and manage both marketing and transactional emails. Through key acquisitions like SendGrid, Twilio now offers a full suite of digital engagement tools rather than a niche offering.
Meanwhile, the company is not only diversifying its product suite but also its global footprint. For instance, Twilio expanded its footprint to the Indian communication market by acquiring communications platform-as-a-service ValueFirst. Twilio’s multi-pronged strategy encompasses both organic growth and growth through aggressive acquisitions.
Twilio Integration With GPT-4 Bears Fruit
Twilio shares jumped 20% late last month after the company provided surprise bullish guidance at an investor conference. Twilio expects margins to be a juicy 21-22% by 2027, far ahead of Wall Street expectations (currently, TWLO’s margins are ~16%).
Twilio’s robust results can be attributed to its integration with OpenAI’s ChatGPT-4, which allows more personalization and a much more robust product. Though investors cheered the pre-announcement news, a quick glance at the TWLO chart shows that investors are in no rush to sell shares for a profit. TWLO has held its gap bullishly and is consolidating constructively.
Because they are unexpected, pre-announcements can act as a tailwind for months. Recall that Super Micro Computer (SMCI) more than tripled in a few months after pre-announcing earnings early last year.
Wall Street is Warming Up to Twilio
Several Wall Street analysts tracked by Zacks have bolstered their earnings expectations for the company over the past two months, echoing management’s bullish view. Recent analyst revisions higher is a bullish sign and a core ingredient to the powerful Zacks Rank.
Bottom Line
By leveraging its cloud communications platform and through strategic acquisitions like SendGrid, Twilio is expanding its product suite and global reach. The integration of GPT-4 further drives innovation and improved margins in excess of analyst expectations.
Zacks Rank #5 (Strong Sell) stock Ford Motor Company, established by Henry Ford in 1903, is an American automotive manufacturer headquartered in Dearborn, Michigan. Being one of the world’s leading automakers, Ford provides a vast product portfolio of cars, trucks, SUVs, and commercial vehicles, including its luxury Lincoln brand and electric vehicles (EVs).
Ford Earnings Miss Amid EV Weakness, Competition
Checkered EPS Surprise History
Ford’s recent earnings history has been checkered, with some quarters beating, and some missing badly. Presently, the July quarter is in control. F shares stumbled more than 18% on volume turnover nearly four times the norm, after the automaker missed Zacks Consensus estimates by a wide margin of 26.56%. Conversely, fellow legacy automaker General Motorshas beaten Wall Street’s earnings estimates.
EV Market Slows, Competition is Fierce
An integral reason Ford missed earnings estimates is weakness in its EV segment. Ford has been forced to scale down its EV production amid slowing EV demand. Meanwhile, though EV demand will likely pick up eventually, Tesladominates the market by a significant margin. Further, many customers who want to avoid diving dive straight into an EV are opting for hybrids from Toyota Motors, leaving Ford out in the cold.
Ford’s relative weakness is illustrated not only in its faltering fundamentals but also in its share price. Tesla and GM are up 74.80% and 18.90% over the past year, respectively, while Ford lags far behind, down 29%.
Ford Faces Quality Issues
Ford’s struggle to manage warranty expenses has been another sore spot for the automaker. Quality issues in several models from 2016-2021 have led to an $800 million increase in warranty costs. Though management intends to address these issues, they have communicated to shareholders that the problems may not be resolved for more than a year, at the very least. In other words, the warranty issues will cause a bearish overhang in the stock for the foreseeable future.
Tariff Concerns
Ford CEO voiced concerns about tariffs on CNBC yesterday, saying,“So far, what we’re seeing is a lot of cost and a lot of chaos.If you look at the tariffs, let’s be real honest, long term, a 25% tariff across the Mexico and Canadian border will blow a hole in the US auto industry that we have never seen.”
Bottom Line
Despite its storied history, Ford Motor faces significant headwinds, including missed earnings, slowing EV demand, and increased competition from Tesla and other automakers. Additionally, persistent quality issues will likely weigh on the stock over the coming months.
Additional content:
Grab These 3 Stocks with Upside as Semiconductor Sales Skyrocket
The semiconductor market, which started rebounding earlier last year, carried the momentum and ended 2024 on a high. Semiconductor sales made a solid jump in 2024, with the final quarter proving to be one of the best.
The jump in sales witnessed over the past few quarters is being powered by robust enthusiasm surrounding artificial intelligence (AI), especially generative AI. Last month, semiconductor stocks, particularly those involved in AI, suffered after the launch of DeepSeek, a low-cost AI model from China. DeepSeek’s rise raised concerns of an imminent threat to the dominance of U.S. tech companies in the AI space. However, those concerns soon faded, and optimism began to return.
Given this scenario, it would be ideal to invest in semiconductor stocks such as NVIDIA Corp., Taiwan Semiconductor Manufacturing Co. Ltd. and RF Industries, Ltd. Each of these stocks carries a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Semiconductor Sales Jump in 2024
The Semiconductor Industry Association (SIA) said recently that global semiconductor sales totaled $627.6 billion in 2024, up 19.1% from last year’s total of $526.8 billion. Sales also jumped a solid 17.1% year over year in the fourth quarter of 2024, totaling $170.9 billion, and up 3% sequentially.
The announcement from SIA comes just days after a separate report from Gartner showed global semiconductor sales hit $626 billion in 2024, up 18.1% year over year. The report also projected semiconductor sales to hit $705 billion this year.
High demand for semiconductors at data centers has been boosting sales. Also, the memory market played a key role in driving semiconductor sales in 2024, with revenues skyrocketing by 71.8% compared to the previous year.
Semiconductor Market Poised to Grow
A large number of technology companies have been heavily investing in AI and its development. Businesses that have deeply incorporated AI into their products have seen significant expansion in recent years.
Last month, Chinese startup DeepSeek shook up the U.S. AI space by introducing a free, open-source assistant that it claims operates with lower-cost chips and requires less data. The company said that developing the AI model cost under $6 million, raising doubts about the assumption that AI would drive strong demand throughout the supply chain, from semiconductor manufacturers to data centers.
As a result, tech and semiconductor stocks suffered a sharp decline. However, concerns quickly eased as analysts suggested that the Chinese model was overestimated.
Experts believe AI still has vast untapped potential. The growing optimism is expected to push demand even further as more semiconductor firms enter the AI race.
3 Semiconductor Stocks with Growth Potential
NVIDIA
NVIDIA Corp. is a major player in the semiconductor industry and has been one of the standout success stories of 2023 and 2024. As a leading designer of graphic processing units (GPUs), the value of the NVDA stock tends to surge in a thriving crypto market. This is primarily due to the crucial role that GPUs play in data centers, artificial intelligence, and the mining or production of cryptocurrencies.
NVIDIA’s expected earnings growth rate for the current year is more than 100%. The Zacks Consensus Estimate for current-year earnings has improved 4.3% over the past 90 days. Currently, NVIDIA has a Zacks Rank #2.
Taiwan Semiconductor
Taiwan Semiconductor Manufacturing Co. Ltd. is the world's largest dedicated integrated circuit foundry. As a foundry, TSM manufactures ICs for its customers based on their proprietary IC designs using its advanced production processes. Taiwan Semiconductor Manufacturing Company Limited’s goal is to establish itself as one of the world's leading semiconductor companies by building upon the strengths that have made it the world's leading IC foundry.
Taiwan Semiconductor Manufacturing Company Limited’s expected earnings growth rate for the current year is 29.6%. The Zacks Consensus Estimate for current-year earnings has improved 3.5% over the past 90 days. TSM presently carries a Zacks Rank #2.
RF Industries
RF Industries, Ltd. is engaged in the design, manufacture and distribution of coaxial connectors used in radio communications applications as well as in computers, test instruments, PC LANS and antenna devices.
RF Industries’ expected earnings growth rate for the current year is more than 100%. The Zacks Consensus Estimate for current-year earnings has improved 40% over the past 90 days. RFIL presently carries a Zacks Rank #2.
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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 https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Zacks Names #1 Semiconductor Stock
It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028.
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Twilio and Ford Motor in the Box have been highlighted as Zacks Bull and Bear of the Day

RF Industries, Ltd. (RFIL) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of $0.06. This compares to loss of $0.08 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -116.67%. A quarter ago, it was expected that this company would post a loss of $0.03 per share when it actually produced earnings of $0.01, delivering a surprise of 133.33%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
RF Industries, which belongs to the Zacks Semiconductors - Radio Frequency industry, posted revenues of $16.84 million for the quarter ended July 2024, missing the Zacks Consensus Estimate by 5.63%. This compares to year-ago revenues of $15.65 million. The company has not been able to beat consensus revenue estimates over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
RF Industries shares have added about 29.9% since the beginning of the year versus the S&P 500's gain of 18%.
What's Next for RF Industries?
While RF Industries has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for RF Industries: mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $0.08 on $19.29 million in revenues for the coming quarter and $0.10 on $66.7 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Semiconductors - Radio Frequency is currently in the top 38% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the broader Zacks Computer and Technology sector, Aviat Networks, Inc. (AVNW), is yet to report results for the quarter ended June 2024.
This company is expected to post quarterly earnings of $0.79 per share in its upcoming report, which represents a year-over-year change of -9.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Aviat Networks, Inc.'s revenues are expected to be $115.95 million, up 27.2% from the year-ago quarter.
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RF Industries, Ltd. (RFIL) Reports Q3 Loss, Misses Revenue Estimates

Guidewire Software (GWRE) came out with quarterly earnings of $0.62 per share, beating the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.74 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of 19.23%. A quarter ago, it was expected that this provider of software to the insurance industry would post earnings of $0.13 per share when it actually produced earnings of $0.26, delivering a surprise of 100%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Guidewire Software, which belongs to the Zacks Business - Software Services industry, posted revenues of $291.52 million for the quarter ended July 2024, surpassing the Zacks Consensus Estimate by 2.95%. This compares to year-ago revenues of $269.96 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Guidewire Software shares have added about 34.9% since the beginning of the year versus the S&P 500's gain of 15.7%.
What's Next for Guidewire Software?
While Guidewire Software has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Guidewire Software: mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $0.19 on $234.81 million in revenues for the coming quarter and $1.91 on $1.09 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Business - Software Services is currently in the bottom 43% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
RF Industries, Ltd. (RFIL), another stock in the broader Zacks Computer and Technology sector, has yet to report results for the quarter ended July 2024. The results are expected to be released on September 16.
This company is expected to post quarterly earnings of $0.06 per share in its upcoming report, which represents a year-over-year change of +175%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
RF Industries, Ltd.'s revenues are expected to be $17.84 million, up 14% from the year-ago quarter.
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Indicator	TTM Median
P/E	0.00 28.91
Price/Sales	0.61 2.57
P/B	1.29 2.75
P/FCF	18.82 24.23

Indicator	TTM Median
ROE	0.00 15.39
ROA	0.00 6.67
ROI	0.00 9.86
Net Worth	0.04 0.98
Quick Ratio	0.90 1.53
Current Ratio	1.66 1.84

Indicator	TTM Median
Net Profit Margin	0.00 9.78
Operating Margin	0.00 11.22
Gross Margin	31.43 50.00
Return on tangible equity	0.00 27.59

Indicator	TTM Median
EPS	0.02 0.25
EPS Forecast	0.04 0.19
Revenue	19.00M 73.00M
Gross Profit	6.00M —
EBITDA	1.00M —

RF Industries, Ltd.

Indicators RFIL

Valuation

Debts

Efficiency

Other ratios

Revenue