2.00k followers • 18 symbols +0.42% Watchlist by Motif Investing
Increased adoption of connectivity and applications within cars could be beneficial to the companies that supply the underlying technology and components.
Pullbacks in technology stocks mean a range of opportunities for investors—none bigger than Microchip Technology, according to new research.
Amphenol (APH) third-quarter earnings to benefit from strong demand across most of its end markets. However, uncertainties related to global trade policies might turn out to be a negative.
The recent weakness in shares of semiconductor manufacturer Nvidia Corp. ( NVDA) presents an opportunity for tech investors to buy the chip stock at a discount price, according to one team of bulls on the Street.
Texas Instruments (TXN) has been improving its profit margins by increasing its revenue and reducing production costs. The company’s main focus is on increasing its earnings and free cash flow per share. Texas Instruments expects its third-quarter EPS to rise 20.6% YoY to $1.52 (including an estimated discrete tax benefit of $10 million). Analysts expect Texas Instruments’ EPS to increase to $1.53 in the third quarter and to $1.38 in the fourth quarter, resulting in its EPS rising 56.7% YoY to $5.66 in fiscal 2018.
Today I will be providing a simple run through of a valuation method used to estimate the attractiveness of Delphi Technologies PLC (NYSE:DLPH) as an investment opportunity by taking the Read More...
Gentex (GNTX) delivered earnings and revenue surprises of 0.00% and -2.43%, respectively, for the quarter ended September 2018. Do the numbers hold clues to what lies ahead for the stock?
Semiconductor company Western Digital’s (WDC) stock price has declined 28.4% year-to-date. The stock is trading 48.0% below its 52-week high of $106.96. Analysts remain concerned over the declining demand for memory chips.
The company’s profitability has been boosted by its higher revenue and lower production costs. Texas Instruments has been transitioning its analog production from 200mm (millimeter) to 300mm wafers, reducing its cost per chip by 40%. In 2017, the company manufactured 40% of its analog output on 300mm wafers, leaving it a lot of room to reduce production costs. Higher revenue and lower production costs expanded Texas Instruments’ gross margin by 90 basis points YoY (year-over-year) to 65.2% in the second quarter.
On a per-share basis, the Zeeland, Michigan-based company said it had profit of 42 cents. The results met Wall Street expectations. The average estimate of five analysts surveyed by Zacks Investment Research ...
What Do Analysts Expect from Western Digital in Q1 2019? As we noted in the previous part of this series, analysts expect Western Digital’s (WDC) revenues to fall 0.8% year-over-year in the first quarter of fiscal 2019. The chart below illustrates Western Digital’s estimated revenue increase of 8.0% in fiscal 2019.
In addition to being involved in the industrial and enterprise markets, Texas Instruments (TXN) caters to companies that make consumer electronics such as PCs, handsets, TVs, and home appliances. In 2017, the company earned 25% of its revenue from the personal electronics market. In the second quarter, the company’s personal electronics revenue grew by low-single digits as strength in some sectors was offset by weakness in others.
In the latest trading session, Texas Instruments (TXN) closed at $99.54, marking a -1.97% move from the previous day.
We expect Texas Instruments (TXN) to perform well on the back of strength in analog, and embedded processing markets. Yet, rise of competition in the auto and industrial space may impact its results.
Texas Instruments (TXN) caters to a broad range of markets, diversifying its earnings. The company has been reducing its investments in the slowing personal electronics market to focus on the fast-growing industrial and automotive markets. However, it has maintained a presence in the personal electronics market, as it believes mobile technology and PCs are here to stay.
Texas Instruments (TXN) supplies power management chips, analog IC (integrated circuits), and microcontrollers, which are used in almost all electronic devices, spanning industrial, automotive, communication equipment, personal electronics, and enterprise system markets. Texas Instruments is the world’s largest analog IC company, earning 67% of its revenue from the analog market and 24% from embedded processing. The personal electronics market is seasonal. The second and third quarters have been strong for Texas Instruments, with the company typically reporting double-digit sequential growth in the third quarter.
The suit seeks the retraction of “numerous allegedly false and defamatory” statements by Chandler-based Microchip after its merger with Microsemi Corp.
Goldman Sachs warned clients to only buy chipmaker stocks with standalone value, as the firm sees a downturn coming to the semiconductor sector.
To the fullest extent permitted by law, IHS Markit disclaims any responsibility or liability, whether in contract, tort (including, without limitation, negligence), equity or otherwise, for any loss or damage arising from any reliance on or the use of this material in any way. Please view the full legal disclaimer and methodology information on pages 2-3 of the full report.