Dj Cfo Agrawal Registers 25000 Of Cts Corp >Cts

What Happened?

A number of stocks jumped in the afternoon session after President Trump cooled fears of a transatlantic trade war by calling off scheduled tariffs on European allies. 

The rally followed a productive meeting in Davos with NATO Secretary General Mark Rutte, where a "framework of a future deal" regarding Greenland and the Arctic region was established. By explicitly ruling out the use of military force and suspending the 10% tariffs previously set for February 1st, the administration provided the "sigh of relief" the market desperately needed after Tuesday's sharp sell-off.Technology and semiconductor leaders like Nvidia and AMD spearheaded the recovery as investors quickly pivoted back into growth stocks. The "Sell America" trade from the prior session reversed sharply, with the Nasdaq Composite jumping 1.5% and the S&P 500 erasing its 2026 losses. This rebound was further supported by a stabilization in the bond market; as tariff-related inflation fears subsided, the 10-year Treasury yield retreated from its recent highs, creating a more favorable backdrop for equity valuations across the board.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Professional Staffing & HR Solutions company Insperity jumped 5%. Is now the time to buy Insperity? Access our full analysis report here, it’s free.
• Hardware & Infrastructure company Pure Storage jumped 3.8%. Is now the time to buy Pure Storage? Access our full analysis report here, it’s free.
• Electronic Components & Manufacturing company CTS jumped 4.1%. Is now the time to buy CTS? Access our full analysis report here, it’s free.
• Terrestrial Telecommunication Services company Lumen jumped 4.2%. Is now the time to buy Lumen? Access our full analysis report here, it’s free.
• Electronic Components & Manufacturing company Plexus jumped 3.3%. Is now the time to buy Plexus? Access our full analysis report here, it’s free.

Zooming In On Insperity (NSP)

Insperity’s shares are quite volatile and have had 15 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The biggest move we wrote about over the last year was 6 months ago when the stock dropped 23.5% on the news that the company reported disappointing second-quarter financial results and issued a weak outlook for the rest of the year. 

The human resources firm posted adjusted earnings of $0.26 per share, a figure that missed analyst estimates and represented a 70% plunge from the prior year. The company attributed the significant drop in profit to higher-than-expected benefits costs, specifically pointing to rising pharmacy expenses and an increased frequency of large insurance claims. This surge in costs also caused the company's gross profit to fall by 14% compared to the same quarter last year. To cap off the disappointing report, Insperity lowered its full-year earnings forecast, signaling to investors that these challenges were expected to persist.

Insperity is up 21.8% since the beginning of the year, but at $47.05 per share, it is still trading 50.1% below its 52-week high of $94.21 from March 2025. Investors who bought $1,000 worth of Insperity’s shares 5 years ago would now be looking at an investment worth $564.55.

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how electronic components & manufacturing stocks fared in Q3, starting with TTM Technologies .

The sector could see higher demand as the prevalence of advanced electronics increases in industries such as automotive, healthcare, aerospace, and computing. The high-performance components and contract manufacturing expertise required for autonomous vehicles and cloud computing datacenters, for instance, will benefit companies in the space. However, headwinds include geopolitical risks, particularly U.S.-China trade tensions that could disrupt component sourcing and production as the Trump administration takes an increasingly antagonizing stance on foreign relations. Additionally, stringent environmental regulations on e-waste and emissions could force the industry to pivot in potentially costly ways.

The 10 electronic components & manufacturing stocks we track reported a very strong Q3. As a group, revenues beat analysts’ consensus estimates by 4.1% while next quarter’s revenue guidance was in line.

Luckily, electronic components & manufacturing stocks have performed well with share prices up 10.1% on average since the latest earnings results.

TTM Technologies

As one of the world's largest printed circuit board manufacturers with facilities spanning North America and Asia, TTM Technologies manufactures printed circuit boards (PCBs) and radio frequency (RF) components for aerospace, defense, automotive, and telecommunications industries.

TTM Technologies reported revenues of $752.7 million, up 22.1% year on year. This print exceeded analysts’ expectations by 6%. Overall, it was a stunning quarter for the company with an impressive beat of analysts’ EPS guidance for next quarter estimates and a solid beat of analysts’ revenue estimates.

Interestingly, the stock is up 11.2% since reporting and currently trades at $70.35.

Best Q3: Amphenol

With over 90 years of connecting the world's technologies, Amphenol designs and manufactures connectors, cables, sensors, and interconnect systems that enable electrical and electronic connections across virtually every industry.

Amphenol reported revenues of $6.19 billion, up 53.4% year on year, outperforming analysts’ expectations by 10.9%. The business had an incredible quarter with a beat of analysts’ EPS estimates and a solid beat of analysts’ EPS guidance for next quarter estimates.

Amphenol delivered the biggest analyst estimates beat and fastest revenue growth among its peers. The market seems happy with the results as the stock is up 13.7% since reporting. It currently trades at $141.54.

Weakest Q3: CTS

With roots dating back to 1896 and a global manufacturing footprint, CTS designs and manufactures sensors, connectivity components, and actuators for aerospace, defense, industrial, medical, and transportation markets.

CTS reported revenues of $143 million, up 8% year on year, exceeding analysts’ expectations by 4.8%. It was a satisfactory quarter as it also posted an impressive beat of analysts’ revenue estimates but a significant miss of analysts’ EPS estimates.

Interestingly, the stock is up 7.3% since the results and currently trades at $45.53.

Read our full analysis of CTS’s results here.

Plexus

With over 20,000 team members across 26 global facilities, Plexus designs, manufactures, and services complex electronic products for companies in aerospace/defense, healthcare, and industrial sectors.

Plexus reported revenues of $1.06 billion, flat year on year. This result beat analysts’ expectations by 1.1%. It was a strong quarter as it also logged a beat of analysts’ EPS estimates and revenue guidance for next quarter beating analysts’ expectations.

Plexus had the weakest performance against analyst estimates and slowest revenue growth among its peers. The stock is up 7.2% since reporting and currently trades at $156.66.

Read our full, actionable report on Plexus here, it’s free for active Edge members.

Jabil

With manufacturing facilities spanning the globe from China to Mexico to the United States, Jabil provides electronics design, manufacturing, and supply chain solutions to companies across various industries, from healthcare to automotive to cloud computing.

Jabil reported revenues of $8.31 billion, up 18.7% year on year. This number topped analysts’ expectations by 3.8%. Overall, it was an exceptional quarter as it also produced revenue guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EPS guidance for next quarter estimates.

Jabil had the weakest full-year guidance update among its peers. The stock is up 5.5% since reporting and currently trades at $224.33.

Read our full, actionable report on Jabil here, it’s free for active Edge members.