Top Stock Picks for Week of September 28, 2026
Semtech Corporation (SMTC) designs, manufactures and markets a wide range of analog and mixed- signal semiconductors for commercial applications.Semtech is benefiting from rising AI data center networking demand as 800G remains active and 1.6T FiberEdge and CopperEdge ramps broaden its content opportunity. LoRa is extending across industrial, smart-home and mass-market consumer applications, while premium-device protection and sensing add another growth avenue. Portfolio optimization and photonics expansion should support a higher-margin mix, and cash generation is funding capacity and product investment. Semtech’s cash generation provides funding for capacity expansion, product investment and balance sheet flexibility. The Zacks Consensus Estimate for fiscal 2027 revenues and EPS suggests a year-over-year increase of approximately 41% and 104%, respectively. The consensus mark for fiscal 2027 earnings has been revised upward over the past 30 days. Currently, Semtech sports a Zacks Rank #1 and has a Momentum Score of A.
EMCOR Group (EME) is a provider of mechanical and electrical construction, industrial and energy infrastructure, and building services for a diverse range of businesses. EMCOR is benefiting from sustained investment in data centers and mission-critical infrastructure. Record RPOs provide revenue visibility, while disciplined execution and operating leverage support margins. As of June 30, 2026, RPOs reached a record $17.14 billion, up 43.9% year over year from $11.91 billion. Recent electrical acquisitions expand geographic reach, technical capabilities and customer relationships, adding to long-term earnings capacity. EMCOR’s shares have outperformed the industry year to date. Although macroeconomic uncertainty, tariff exposure, material-cost volatility and project timing remain risks, its raised revenue, margin and earnings guidance indicate that demand and execution trends continue to outweigh these concerns over time. Earnings estimates for 2026 have increased in the past 30 days, depicting optimism.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.
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EMCOR Group, Inc. (EME) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
