Semiconductors
Stocks tagged with the semiconductors theme.
Articles in this theme
Broadcom: a 4-of-4 AI compounder in a pullback, with near-unanimous analyst Buys
A 4-of-4 financial scorecard pairs 48% revenue growth and a 49% operating margin with a stock 25% below its high and weakening structure. At 61x earnings, 28 analysts see about 35% upside to a $499.04 average target — 95% Buy, 5% Hold, no Sells. Current price: $369.34.
Qualcomm: a cheap, cash-rich chipmaker at 20x — and the most divided analyst coverage in this group
A 2-of-4 scorecard pairs cash-backed profits and a 21.6% free-cash-flow margin with revenue down about 3.5% and weakening price structure. The stock trades at 20x earnings, 30% below its high, and analysts are split — 42% Buy, 44% Hold, 14% Sell across 19 firms, with about 7% upside to a $193.97 target. Current price: $181.92.
Intel: up 415% in a year, yet the average analyst target sits 38% below the price
Intel's stock has risen more than 400% over the past year, but the business is unprofitable — a 0-of-4 Financial Scorecard, a negative net margin, and cash burn from its foundry buildout. The 32 analysts covering it are 79% Hold with an average target of $66.04, about 38% below the price. P/E is not meaningful on negative earnings. Current price: $111.52.