Author: Ethan Feller, Zacks Investment Research

Recently delivering a blowout quarter, the company is quietly executing on both innovation and profitability.

Its unrivaled technology ensures its systems remain indispensable to every major chip manufacturer, positioning it as a core beneficiary of the AI-driven buildout in advanced semiconductors.

It’s clearly one of this market’s defining leaders.

While many new opportunities have emerged, these three remain, the lowest-risk and most structurally important players in their space.

A combination of surging growth, analyst upgrades and trading at a stark discount compared to its peers, make it well-positioned to continue climbing higher.