Semiconductors
21 companies under coverage.
Semiconductors
Texas Instruments Incorporated (TXN)
HOLD. 12-month probability-weighted target $280 (+8% vs spot). P/E Multiple explains 79% of Monte Carlo outcome variance.
Synaptics Incorporated (SYNA)
BUY. 12-month probability-weighted target $112 (+20% vs spot). P/E Multiple explains 62% of Monte Carlo outcome variance.
Skyworks Solutions Inc (SWKS)
HOLD. 12-month probability-weighted target $68 (+1% vs spot). P/E Multiple explains 64% of Monte Carlo outcome variance.
Semtech Corporation (SMTC)
HOLD. 12-month probability-weighted target $126 (+4% vs spot). P/E Multiple explains 68% of Monte Carlo outcome variance.
Rambus Inc (RMBS)
HOLD. 12-month probability-weighted target $100 (+15% vs spot). P/E Multiple explains 84% of Monte Carlo outcome variance.
Qualcomm Incorporated (QCOM)
HOLD. 12-month probability-weighted target $177 (+11% vs spot). P/E Multiple explains 73% of Monte Carlo outcome variance.
ON Semiconductor Corporation (ON)
BUY. 12-month probability-weighted target $88 (+23% vs spot). P/E Multiple explains 65% of Monte Carlo outcome variance.
Universal Display (OLED)
HOLD. 12-month probability-weighted target $81 (-4% vs spot). P/E Multiple explains 79% of Monte Carlo outcome variance.
NXP Semiconductors NV (NXPI)
BUY. 12-month probability-weighted target $267 (+20% vs spot). P/E Multiple explains 75% of Monte Carlo outcome variance.
NVIDIA Corporation (NVDA)
HOLD. 12-month probability-weighted target $199 (-4% vs spot). Revenue Growth explains 59% of Monte Carlo outcome variance.
MACOM Technology Solutions Holdings Inc (MTSI)
HOLD. 12-month probability-weighted target $269 (+5% vs spot). P/E Multiple explains 82% of Monte Carlo outcome variance.
Monolithic Power Systems Inc (MPWR)
HOLD. 12-month probability-weighted target $1202 (-6% vs spot). P/E Multiple explains 80% of Monte Carlo outcome variance.
Microchip Technology Inc (MCHP)
HOLD. 12-month probability-weighted target $84 (+14% vs spot). P/E Multiple explains 78% of Monte Carlo outcome variance.
Lattice Semiconductor Corporation (LSCC)
SELL. 12-month probability-weighted target $99 (-13% vs spot). P/E Multiple explains 81% of Monte Carlo outcome variance.
First Solar Inc. (FSLR)
HOLD. 12-month probability-weighted target $226 (+9% vs spot). P/E Multiple explains 70% of Monte Carlo outcome variance.
Cirrus Logic Inc (CRUS)
BUY. 12-month probability-weighted target $134 (+20% vs spot). P/E Multiple explains 71% of Monte Carlo outcome variance.
Broadcom Inc (AVGO)
HOLD. 12-month probability-weighted target $360 (+0% vs spot). P/E Multiple explains 84% of Monte Carlo outcome variance.
Amkor Technology Inc (AMKR)
BUY. 12-month probability-weighted target $62 (+30% vs spot). Gross Margin explains 56% of Monte Carlo outcome variance.
Allegro Microsystems Inc (ALGM)
BUY. 12-month probability-weighted target $47 (+31% vs spot). P/E Multiple explains 66% of Monte Carlo outcome variance.
Analog Devices Inc (ADI)
HOLD. 12-month probability-weighted target $380 (+2% vs spot). P/E Multiple explains 81% of Monte Carlo outcome variance.
Silicon Laboratories Inc (SLAB)
At the current quote Silicon Laboratories Inc is trading rich to the engine's triangulated fair value (-31%). The business — Silicon Laboratories Inc., a factory-less semiconductor company, provides mixed-signal…