Chip Equipment Stocks Gain Traction as AI Demand, TSMC's Capex, and Semiconductor Expansion Drive Valuations
Applied Materials, Inc (NASDAQ:AMAT), KLA Corp (NASDAQ:KLAC), and Lam Research Corp (NASDAQ:LRCX) became significant ...
Arm's Rising Royalties and v9 Adoption Strengthen Market Position, Analysts Say
Wall Street analysts raised ratings for Arm Holdings after an upbeat quarterly report. Revenue beat estimates, but stock fell ...
Entegris outlines 6.5% revenue growth target for 2025 with focus on advanced nodes and AI
Entegris provided a 2025 revenue target of $3.4 billion at the midpoint, representing a 6.5% pro forma increase. EBITDA is expected to exceed 29%, and non-GAAP EPS is projected to be at or above $3.25 ...
Skyworks outlines Q2 2025 EPS target of $1.20 amid broad markets growth
Revenue for Q1 2025 reached $1.068 billion, up from $1.025 billion in Q4 2024. EPS improved to $1.60, compared to $1.55 in the prior quarter. Free cash flow totaled $338 million, representing 32% of ...
AMD's AI Ambitions Face NVIDIA's Dominance—Analysts See Growth, But Challenges Remain
Analysts lower price forecasts on AMD amid weaker AI GPU outlook, though next-gen chips offer potential recovery.
Intel (INTC) Receives a Rating Update from a Top Analyst
Goldman Sachs analyst Toshiya Hari maintained a Sell rating on Intel (INTC – Research Report) today and set a price target of $18.00. The ...
Goldman Sachs cuts Intel stock price target to $18 from $19
Goldman Sachs analyst Toshiya Hari revised the price target for Intel stock, listed on (NASDAQ:INTC), to $18.00 from a ...
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Teradyne Earnings Transcript (NASDAQ:TER)
Presentation Operator Greetings, and welcome to the Fourth Quarter 2024 Teradyne Inc. Earnings Conference Call. At this time, ...
Lam Research (LRCX) Receives a Rating Update from a Top Analyst
Evercore ISI analyst Mark Lipacis maintained a Buy rating on Lam Research (LRCX – Research Report) yesterday and set a price target of $95.00.