Rather than chasing the biggest AI memory winners, investors may find better long-term opportunities in discounted companies like Western Digital and Silicon Motion.
Universal Technical Institute (NYSE:UTI) reported higher third-quarter revenue, student enrollment and new student starts, while lowering its fiscal 2026 outlook to reflect softer-than-expected fourth-quarter starts from its UTI division’s high school channel and a faster-than-anticipated shift towa
Unitil (NYSE:UTL) reported second-quarter 2026 adjusted net income of $5.2 million, or $0.29 per share, while reaffirming its full-year adjusted earnings guidance of $3.20 to $3.36 per share. The regulated utility operator also said first-half results benefited from acquired gas operations, higher d
Universal (NYSE:UVV) reported lower revenue and a net loss in the first quarter of fiscal 2027, as slower customer purchasing in an oversupplied leaf tobacco market and continued pressure in its ingredients business weighed on results.
Consolidated revenue declined 12% year over year to $524 millio
US Foods (NYSE:USFD) reported record second-quarter adjusted EBITDA and margin, supported by accelerating growth with independent restaurants, healthcare and hospitality customers, while reaffirming its full-year 2026 outlook.
Net sales rose 4.5% to $10.5 billion in the second quarter, driven by 1.
USANA Health Sciences (NYSE:USNA) said its core nutritional business remained in line with expectations during the second quarter of 2026, while near-term challenges at its Hiya and Rise Wellness ventures led the company to lower its full-year outlook.
Chairman and Chief Executive Officer Kevin Gue
U.S. Physical Therapy (NYSE:USPH) reported second-quarter 2026 revenue growth supported by higher patient volumes, improved reimbursement rates and the early rollout of hospital-affiliation agreements, while elevated employee healthcare claims and upfront staffing costs pressured physical therapy ma
UL Solutions (NYSE:ULS) reported second-quarter 2026 revenue growth and record adjusted EBITDA, citing demand tied to electrification, automation, product innovation and AI data-center infrastructure. The company also reaffirmed its full-year outlook as it continues a restructuring program, expands
UMH Properties (NYSE:UMH) reported higher second-quarter earnings and operating results, driven by rental income growth, increased occupancy and record manufactured-home sales, while maintaining its full-year normalized funds from operations guidance.
Normalized FFO was $21.5 million, or $0.25 per
USA Compression Partners (NYSE:USAC) reported higher second-quarter revenue and maintained its full-year financial outlook as the company continued integrating the J-W acquisition, expanded its fleet planning and cited extended equipment lead times and customer demand visibility.
For the quarter en
A potential FCC ban on Chinese optical transceivers could disrupt data center supply chains, positioning Lumentum and Coherent as key beneficiaries amid surging AI infrastructure demand.
