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Applied Materials Posts Mixed Q2: Weaker Demand Expected Due To Tariff Dynamics, Analysts Cut Price Target
Friday, May 16, 2025 - 11:04am | 739Applied Materials Inc (NASDAQ:AMAT) shares are down in early trading on Friday, after the company reported on Thursday its fiscal second-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Applied Materials Analyst Harlan Sur...
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Arm Holdings Posts Record Q4 Revenues, Q1 Guidance Lower As 'Indirect Tariff Impacts Loom': Analysts Cut Price Targets
Thursday, May 8, 2025 - 12:35pm | 1167Arm Holdings PLC (NASDAQ:ARM) shares tanked in early trading on Thursday, after the company on Wednesday reported its fiscal fourth-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Arm Holdings Analyst John Vinh...
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Cadence Design Stock Drops Despite Strong Q4, Analysts See Upside
Wednesday, February 19, 2025 - 12:13pm | 641Shares of Cadence Design Systems Inc (NASDAQ:CDNS) were trading lower on Wednesday, despite the company reporting upbeat fourth-quarter results. The results came in amid an exciting earnings season. Here are some key analyst takeaways. Piper Sandler On Cadence Design Systems Analyst Clarke Jeffries...
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Applied Materials Q4 Earnings Preview: Semiconductor Systems, China Revenues On Watch
Wednesday, February 12, 2025 - 8:13pm | 424Applied Materials, Inc. (NASDAQ:AMAT) is set to report its first-quarter earnings after Thursday's closing bell. Here's a look at what to expect in the report. What To Watch: The company's Semiconductor Systems segment will be on watch as AI-driven demand could reflect in its revenues. Wall...
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Applied Materials Reports Solid Q4 Beat, Analysts Express Concern Around High Exposure To China Spending Decline
Friday, November 15, 2024 - 1:59pm | 1040Applied Materials, Inc. (NASDAQ:AMAT) shares tanked in morning trading on Friday, even after the company reported upbeat fiscal fourth-quarter earnings. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Needham On Applied Materials Analyst...
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Kulicke And Soffa Industries Likely To Win Order From Leading Semiconductor Company, Says Bullish Analyst
Friday, November 15, 2024 - 11:45am | 381Kulicke and Soffa Industries Inc. (NASDAQ:KLIC) shares were rising in early trading on Friday, after shedding more than 5% this week. While reporting earnings, the company announced an order for fluxless TCB from "the world’s leading foundry," which could be chipmaker Taiwan Semiconductor Mfg...
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Arm Holdings Beats Q2 Expectations, Analysts See Growth In Cloud, Automotive Markets
Thursday, November 7, 2024 - 2:02pm | 676Arm Holdings PLC (NASDAQ:ARM) shares were climbing Thursday after the company reported upbeat fiscal second-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On Arm Holdings Analyst Toshiya Hari reiterated a Buy...
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Arm Holdings Slumps Despite Q1 Beat: What's Driving Chipmaker's Stock Lower
Thursday, August 1, 2024 - 8:13am | 316Shares of Arm Holdings plc (NASDAQ:ARM) fell sharply in premarket trading on Thursday following the British chipmaker’s release of its quarterly results after the market closed on Wednesday. Arm reported fiscal 2025 first-quarter results that bettered consensus estimates but royalty revenue...
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Silvaco Group Inks Deals With Micron, Key Japanese Customer: Earnings Were '2x Our Forecast,' Analysts Say
Friday, June 21, 2024 - 12:01pm | 346Small-cap semiconductor designer Silvaco Group Inc (NASDAQ:SVCO) reported its quarterly earnings on Thursday, June 20, which triggered some volatility in its shares. The results came amid an exciting earnings season. Here are some key analyst takeaways. Check out other analyst stock ratings. B...
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Four Small Cap Semiconductor Ideas To Look At During AI Boom
Tuesday, May 28, 2024 - 12:37pm | 648NVIDIA Corp (NASDAQ:NVDA) kicked off the artificial intelligence and semiconductor booms, bringing along several semiconductor capital equipment companies. One analyst pointed to four small semicap companies, Entegris Inc (NASDAQ:ENTG), BE Semiconductor Industries NV (AMS: BESI), Veeco Instruments...
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Applied Materials Sees Strong China Sales, Advanced Technology Driving Analyst Optimism
Friday, May 17, 2024 - 11:41am | 1029Shares of Applied Materials, Inc. (NASDAQ:AMAT) were highly volatile in early trading on Friday, after the company reported better-than-expected results for its fiscal second quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On Applied...
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Lam Research Expects 2024 To Be A 'Transition Year,' 4 Analysts Provide Key Q3 Takeaways
Thursday, April 25, 2024 - 1:57pm | 455Lam Research Corporation (NASDAQ:LRCX) reported better-than-expected results for its fiscal third quarter. Here are some key analyst takeaways from the results, which came amid an exciting earnings season. Mizuho Securities analyst Vijay Rakesh reiterated a Buy rating, while raising the price...
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Taiwan Semiconductor Touts Double Digit Revenue 'But Volume Recovery Remains Muted': Analysts
Friday, April 19, 2024 - 12:31pm | 347Shares of Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM) slipped n early trading on Friday, as the company adjusts its price model in a competitive landscape. Here are some key analyst takeaways from the release. Goldman Sachs analyst Bruce Lu reiterated a Buy rating and price target of NT$975 ($31...
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Taiwan Semiconductor Q1 Earnings Preview: Earthquake Impact, New Plants, 'Pick-And-Shovel' Play For AI Puts Stock In Spotlight
Wednesday, April 17, 2024 - 2:29pm | 737Leading semiconductor company Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is set to report first-quarter financial results before the market opens Thursday, April 18. Here are the key earnings estimates, what analysts are saying and key items for investors to watch. Earnings Estimates:...
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Taiwan Semiconductor Is One Of The 'Best Pick-And-Shovel Stories' Despite Earthquake Setback: Analyst
Wednesday, April 10, 2024 - 11:07am | 318A strong earthquake in Taiwan earlier this month forced Taiwan Semiconductor Mfg. Co. Ltd. (NYSE: TSM) to suspend chip production. Although the company may be impacted by short-term production delays and wafer losses that could hurt its June-quarter sales, most of these lost sales may be recovered...