Author: Jeremy Mullin, Zacks

With backlog visibility now stretching into the next decade and estimates rising across every timeframe, this looks like a name that can keep grinding higher.

A name that checks all the boxes value investors want, it’s breaking out technically with room to run and has a fundamental story layered on top of a genuine margin transformation.

It offers a rare combination of near-term potential and a long-term entry point into one of the most durable franchise businesses in its space.

With record earnings momentum, rising analyst estimates, and a leadership position in high-speed networking for AI and cloud, the company is showing no signs of slowing down.

The most recent earnings report and subsequent price action look very bullish.