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Arm Holdings Benefits From 'Accelerated AI, Royalty Revenue': 6 Analysts Examine Q3 Print
Thursday, February 8, 2024 - 12:43pm | 812Shares of Arm Holdings PLC (NASDAQ: ARM) climbed in early trading on Thursday after rising in the premarket session. Arm Holdings announced its fiscal third-quarter results amid an exciting earnings season. Here are some key analyst takeaways from the release. Mizuho Securities analyst Vijay...
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TSMC Stock Set For 18% Upside? Analyst Says Chipmaking Giant 'More Likely To Beat And Raise In An Upcycle'
Friday, January 19, 2024 - 5:39am | 497Shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) surged nearly 10% on Thursday following an optimistic outlook from the foundry. Needham analyst Charles Shi believes there’s more room for growth, maintaining a Buy rating and raising the...
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Applied Materials' DRAM Revenues May Hit Record High: Analysts' Takeaways On FQ3 Print, Outlook
Friday, August 18, 2023 - 11:14am | 556Shares of Applied Materials, Inc. (NASDAQ: AMAT) were rising in early trading on Friday, after the company reported its fiscal third-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Mizuho Securities On Applied...
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Why TSMC Shares Are Rallying Despite Lackluster Q1 Guidance
Thursday, January 12, 2023 - 7:56am | 244Shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) were advancing in premarket trading on Thursday. What Happened: The Hsinchu, Taiwan-based company reported fourth-quarter earnings that beat expectations despite a revenue miss. More importantly, the company guided to below-...
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Why Needham Says This Semiconductor Stock Will Catch Up With Synopsys
Wednesday, October 20, 2021 - 11:55am | 220Cadence Design Systems Inc (NASDAQ: CDNS) is “a rare software play” in the semiconductor industry and is poised to benefit from accelerated growth in the Electronic Design Automation (EDA)/Internet Protocol industry, according to Needham. The Cadence Design Systems Analyst: Charles Shi...