Key Highlights

  • Lockheed Martin rose 12.63% over the month after third-quarter EPS of $7.97 beat the $7.52 estimate and backlog hit a record $292.0 billion.
  • Sony Group gained 11.71% with no earnings release in the window, and it reports on Thursday, November 5.
  • NetApp is up about 98.8% year to date after an Oracle cloud storage launch on September 30.
  • Universal Display gained 10.44% in the past week alone and reports on Wednesday, October 28.
  • Fortive trades at about 20.1 times the midpoint of its 2026 adjusted EPS guidance (calculated).

Which Electronic Technology Stocks Kept Climbing Over the Past Month?

Electronic Technology fell 8.25% over the past month as screened on October 23, 2026, but the next five gainers still rose between 8.48% and 12.63%. Lockheed Martin (NYSE:LMT) gained 12.63% to $590.83, Sony Group (NYSE:SONY) 11.71% to $26.15, NetApp (NASDAQ:NTAP) 11.08% to $214.06, Universal Display (NASDAQ:OLED) 10.08% to $86.37 and Fortive (NYSE:FTV) 8.48% to $60.40.

Their stories differ: a raised outlook, headline flow with no earnings, AI storage demand, a late jump and a run into earnings. Two of the five report on October 28. The sector is down 2.44% over three months and up 42.00% year to date.

Lockheed Martin: Why Did Shares Jump After a Raised Outlook and the F-35 Framework?

Lockheed Martin rose 12.63% over the past month, with 9.59% in the past week, and closed up 6.96% at $589.91 on Thursday, October 22, after third-quarter results. Diluted EPS of $7.97 beat the $7.52 estimate on sales up 11% to $20.7 billion, and the 2026 EPS outlook rose to $30.35 to $30.75. Net earnings rose 14% to $1.845 billion.

Backlog reached a record $292.0 billion. A framework covering 850 U.S. F-35 aircraft over 10 years is not yet a contract, since multiyear authority and appropriations are needed, and the company flagged cost risk on Lot 20. Missiles and Fire Control sales rose 24% to $4.5 billion, the company raised its dividend for a 24th year, and market value is about $136 billion.

Sony Group: What Lifted the Stock 11.71% When No Earnings Were Due?

Sony Group rose 11.71% over the past month, including 4.41% over one week, with no earnings release, guidance change or financing in the window. Headlines included a late-September copyright suit with Universal Music Group against the AI music company Suno, a new AI upscaling tier for PS5 and reported September sales of about 2.16 million units for Marvel's Wolverine.

Market value is about $154.5 billion and the forward price-to-earnings ratio about 19.2. Sony reports on Thursday, November 5, and in February it expanded its buyback from 100 billion yen to 150 billion yen. Operating income in the October to December quarter rose 22% to 515 billion yen, the highest third-quarter figure in its history.

NetApp: Why Are Investors Split on the 11.08% AI Storage Rally?

NetApp rose 11.08% over the month but slipped 0.11% over one week. On September 30 it and Oracle (NYSE:ORCL) announced a fully managed cloud storage service, and research firms raised price targets in early October, including Evercore ISI with an upgrade around October 9. A downgrade by Barclays around October 15 pushed NetApp, Dell (NYSE:DELL) and Hewlett Packard Enterprise (NYSE:HPE) lower on AI spending worries.

Trailing revenue is $7.39 billion, up 12.2%, and the forward price-to-earnings ratio is about 21.4. Shares are up about 98.8% year to date, and the next report is due on December 1. Fourth-quarter fiscal 2026 revenue was $1.95 billion, up 13%, and shares rose 35% on that late-May report.

Universal Display: Why Did the Stock Jump in the Final Week Before October 28 Earnings?

Universal Display rose 10.08% over the past month, but 10.44% came in the past week; shares were near $78.46 a month ago and $78.20 a week ago (calculated), so the first three weeks were flat. No company release explains the final week. The events were the October 13 launch of its NovaJet printing system and a downgrade around October 8 by Citi to sell with a $71 target.

First-quarter revenue fell 14% to $142.2 million, full-year sales guidance was cut to about $650 million, and a $400 million buyback was announced. Trailing revenue is $606.9 million, down 8.3%. The third-quarter report comes on Wednesday, October 28. Second-quarter revenue was $152.2 million against a $157.55 million estimate, while EPS of $1.06 beat the $1.03 estimate.

Fortive: Is the 8.48% Gain a Run Into October 28 Earnings?

Fortive rose 8.48% over the past month, including 4.19% over one week. No company announcement explains it; the only item was a September 30 notice of the October 28 earnings call. The second quarter, reported July 29, showed sales up 7.9% to $1,096.8 million and adjusted EPS up 28.5% to $0.74.

Full-year adjusted EPS guidance is $2.95 to $3.05. Fortive repurchased about $2 billion of stock over four quarters, roughly 11% of shares outstanding. At the $3.00 guidance midpoint the shares trade at about 20.1 times adjusted earnings (calculated). Second-quarter free cash flow was $270.6 million, about 24.7% of sales (calculated).

Electronic Technology Climbers Compared: How Do Gains, Size and Timing Stack Up?

Against the sector's 8.25% decline, Lockheed Martin outperformed by 20.88 percentage points, Sony Group by 19.96, NetApp by 19.33, Universal Display by 18.33 and Fortive by 16.73, all calculated. The five sit within 4.15 points of each other on one-month gain (calculated). NetApp's year-to-date gain of about 98.8% is 56.8 points above the sector's 42.00% (calculated).

Size differs sharply: Sony's market value of about $154.5 billion is roughly 40 times Universal Display's $3.85 billion (calculated). Weekly paths diverged too, with Universal Display up 10.44% and Lockheed Martin up 9.59% while NetApp was down 0.11%. Sony's 4.41% and Fortive's 4.19% weekly gains sat between those extremes.

What to Watch Next: Universal Display and Fortive on October 28, Sony on November 5, NetApp on December 1

Universal Display and Fortive report on Wednesday, October 28, five days after the screen (calculated). Sony follows on Thursday, November 5, 13 days out, and NetApp on December 1, 39 days out (both calculated). For Lockheed Martin the markers are the Lot 20 funding decision and congressional action on F-35 multiyear authority, while Universal Display's call is the first since the downgrade. Sony's call will test whether image sensor demand holds and whether the full-year operating income outlook is raised again.