{"id":455624,"date":"2026-05-23T04:07:11","date_gmt":"2026-05-23T04:07:11","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/455624\/"},"modified":"2026-05-23T04:07:11","modified_gmt":"2026-05-23T04:07:11","slug":"q1-earnings-outperformers-novanta-nasdaqnovt-and-the-rest-of-the-electronic-components-stocks","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/455624\/","title":{"rendered":"Q1 Earnings Outperformers: Novanta (NASDAQ:NOVT) And The Rest Of The Electronic Components Stocks"},"content":{"rendered":"\n<p class=\"yf-1fy9kyt\">Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let\u2019s have a look at Novanta (NASDAQ:NOVT) and its peers.<\/p>\n<p class=\"yf-1fy9kyt\">Like many equipment and component manufacturers, electronic components companies are buoyed by secular trends such as connectivity and industrial automation. More specific pockets of strong demand include data centers and telecommunications, which can benefit companies whose optical and transceiver offerings fit those markets. But like the broader industrials sector, these companies are also at the whim of economic cycles. Consumer spending, for example, can greatly impact these companies\u2019 volumes.<\/p>\n<p class=\"yf-1fy9kyt\">The 8 electronic components stocks we track reported a strong Q1. As a group, revenues beat analysts\u2019 consensus estimates by 2.9% while next quarter\u2019s revenue guidance was 0.9% below.<\/p>\n<p class=\"yf-1fy9kyt\">While some electronic components stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 3.3% since the latest earnings results.<\/p>\n<p>      Novanta (NASDAQ:NOVT)    <\/p>\n<p class=\"yf-1fy9kyt\">Originally a pioneer in the laser scanning industry during the late 1960s, Novanta (NASDAQ:NOVT) offers medicine and manufacturing technology to the medical, life sciences, and manufacturing industries.<\/p>\n<p class=\"yf-1fy9kyt\">Novanta reported revenues of $257.7 million, up 10.4% year on year. This print exceeded analysts\u2019 expectations by 1.7%. Despite the top-line beat, it was still a mixed quarter for the company with a solid beat of analysts\u2019 revenue estimates but EBITDA guidance for next quarter missing analysts\u2019 expectations.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/il\/wp-content\/uploads\/2026\/05\/41e5f0d2ba90e9b90efa2d69ae22f07b.png\" alt=\"Novanta Total Revenue\" loading=\"eager\" height=\"540\" width=\"960\" class=\"yf-lglytj  loaded\"\/> Novanta Total Revenue      <\/p>\n<p class=\"yf-1fy9kyt\">Interestingly, the stock is up 8.9% since reporting and currently trades at $152.45.<\/p>\n<p class=\"yf-1fy9kyt\">Is now the time to buy Novanta? <a href=\"https:\/\/stockstory.org\/us\/stocks\/nasdaq\/novt?utm_source=post-earnings&amp;utm_medium=yahoo&amp;utm_campaign=primary&amp;utm_article=ClhyaG8GZEA%3D&amp;utm_ticker=NOVT\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Access our full analysis of the earnings results here, it\u2019s free;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Access our full analysis of the earnings results here, it\u2019s free&quot;}\" class=\"link \">Access our full analysis of the earnings results here, it\u2019s free<\/a>.<\/p>\n<p>      Best Q1: nLIGHT (NASDAQ:LASR)    <\/p>\n<p class=\"yf-1fy9kyt\">Founded by a former CEO and Harvard-educated entrepreneur Scott Keeneyn, nLIGHT (NASDAQ:LASR) offers semiconductor and fiber lasers to the industrial, aerospace &amp; defense, and medical sectors.<\/p>\n<p class=\"yf-1fy9kyt\">nLIGHT reported revenues of $80.18 million, up 55.2% year on year, outperforming analysts\u2019 expectations by 11.2%. The business had an incredible quarter with EBITDA guidance for next quarter exceeding analysts\u2019 expectations and a beat of analysts\u2019 EPS estimates.<\/p>\n<p>    <img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"nLIGHT Total Revenue\" loading=\"lazy\" height=\"540\" width=\"960\" class=\"yf-lglytj loader\"\/> nLIGHT Total Revenue      <\/p>\n<p class=\"yf-1fy9kyt\">nLIGHT scored the biggest analyst estimates beat and fastest revenue growth among its peers. The market seems happy with the results as the stock is up 7.6% since reporting. It currently trades at $71.23.<\/p>\n<p class=\"yf-1fy9kyt\">Is now the time to buy nLIGHT? <a href=\"https:\/\/stockstory.org\/us\/stocks\/nasdaq\/lasr?utm_source=post-earnings&amp;utm_medium=yahoo&amp;utm_campaign=best&amp;utm_article=ClhyaG8GZEA%3D&amp;utm_ticker=NOVT\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Access our full analysis of the earnings results here, it\u2019s free;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Access our full analysis of the earnings results here, it\u2019s free&quot;}\" class=\"link \">Access our full analysis of the earnings results here, it\u2019s free<\/a>.<\/p>\n<p>      Weakest Q1: Allient (NASDAQ:ALNT)     <\/p>\n<p class=\"yf-1fy9kyt\">Founded in 1962, Allient (NASDAQ:ALNT) develops and manufactures precision and specialty-controlled motion components and systems.<\/p>\n<p>    Story Continues  <\/p>\n<p class=\"yf-1fy9kyt\">Allient reported revenues of $138.9 million, up 4.6% year on year, in line with analysts\u2019 expectations. It was a slower quarter as it posted a significant miss of analysts\u2019 EBITDA and EPS estimates.<\/p>\n<p class=\"yf-1fy9kyt\">Allient delivered the weakest performance against analyst estimates and slowest revenue growth in the group. As expected, the stock is down 18.3% since the results and currently trades at $63.36.<\/p>\n<p class=\"yf-1fy9kyt\"><a href=\"https:\/\/stockstory.org\/us\/stocks\/nasdaq\/alnt?utm_source=post-earnings&amp;utm_medium=yahoo&amp;utm_campaign=worst&amp;utm_article=ClhyaG8GZEA%3D&amp;utm_ticker=NOVT\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Read our full analysis of Allient\u2019s results here.;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Read our full analysis of Allient\u2019s results here.&quot;}\" class=\"link \">Read our full analysis of Allient\u2019s results here. <\/a><\/p>\n<p>     Belden (NYSE:BDC)   <\/p>\n<p class=\"yf-1fy9kyt\">With its enamel-coated copper wire used in WWI for the Allied forces, Belden (NYSE:BDC) designs, manufactures, and sells electronic components to various industries.<\/p>\n<p class=\"yf-1fy9kyt\">Belden reported revenues of $696.4 million, up 11.4% year on year. This number surpassed analysts\u2019 expectations by 1.9%. It was a very strong quarter as it also recorded an impressive beat of analysts\u2019 adjusted operating income and revenue estimates.<\/p>\n<p class=\"yf-1fy9kyt\">The stock is down 17.5% since reporting and currently trades at $105.19.<\/p>\n<p class=\"yf-1fy9kyt\"><a href=\"https:\/\/stockstory.org\/us\/stocks\/nyse\/bdc?utm_source=post-earnings&amp;utm_medium=yahoo&amp;utm_campaign=peer1&amp;utm_article=ClhyaG8GZEA%3D&amp;utm_ticker=NOVT\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Read our full, actionable report on Belden here, it\u2019s free.;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Read our full, actionable report on Belden here, it\u2019s free.&quot;}\" class=\"link \">Read our full, actionable report on Belden here, it\u2019s free.<\/a><\/p>\n<p>     Corning (NYSE:GLW)   <\/p>\n<p class=\"yf-1fy9kyt\">Supplying windows for some of the United States\u2019s earliest spacecraft, Corning (NYSE:GLW) provides glass and other electronic components for the consumer electronics, telecommunications, automotive, and healthcare industries.<\/p>\n<p class=\"yf-1fy9kyt\">Corning reported revenues of $4.35 billion, up 18.1% year on year. This result topped analysts\u2019 expectations by 0.6%. More broadly, it was a mixed quarter as it also produced an impressive beat of analysts\u2019 EBITDA estimates but revenue guidance for next quarter missing analysts\u2019 expectations.<\/p>\n<p class=\"yf-1fy9kyt\">The stock is up 7.7% since reporting and currently trades at $180.91.<\/p>\n<p class=\"yf-1fy9kyt\"><a href=\"https:\/\/stockstory.org\/us\/stocks\/nyse\/glw?utm_source=post-earnings&amp;utm_medium=yahoo&amp;utm_campaign=peer1&amp;utm_article=ClhyaG8GZEA%3D&amp;utm_ticker=NOVT\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Read our full, actionable report on Corning here, it\u2019s free.;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Read our full, actionable report on Corning here, it\u2019s free.&quot;}\" class=\"link \">Read our full, actionable report on Corning here, it\u2019s free.<\/a><\/p>\n<p>     Market Update   <\/p>\n<p class=\"yf-1fy9kyt\">Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today\u2019s crypto infrastructure?<\/p>\n<p class=\"yf-1fy9kyt\">These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US\u2019 conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.<\/p>\n<p class=\"yf-1fy9kyt\">Want to invest in winners with rock-solid fundamentals? Check out our <a href=\"https:\/\/stockstory.org\/high-quality\/hidden-gems?utm_source=post-earnings&amp;utm_medium=yahoo&amp;utm_campaign=end&amp;utm_article=ClhyaG8GZEA%3D&amp;utm_ticker=NOVT\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Hidden Gem Stocks;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Hidden Gem Stocks&quot;}\" class=\"link \">Hidden Gem Stocks<\/a> and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.<\/p>\n<p class=\"yf-1fy9kyt\">StockStory\u2019s analyst team \u2014 all seasoned professional investors \u2014 uses quantitative analysis and automation to deliver market-beating insights faster and with higher quality.<\/p>\n","protected":false},"excerpt":{"rendered":"Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us,&hellip;\n","protected":false},"author":2,"featured_media":455625,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[114,108341,206834,11881,85,46,212450,209954,27247,76504],"class_list":["post-455624","post","type-post","status-publish","format-standard","has-post-thumbnail","category-business","tag-business","tag-earnings-results","tag-electronic-components","tag-expectations","tag-il","tag-israel","tag-novanta","tag-q1-earnings","tag-quarter","tag-revenue-guidance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/455624","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=455624"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/455624\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/455625"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=455624"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=455624"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=455624"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}