Semiconductors
11 companies under coverage.
Semiconductors
Skyworks Solutions Inc (SWKS)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $123, +81% vs spot. It needs the multiple to hold or expand.
Qualcomm Incorporated (QCOM)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $328, +78% vs spot. It needs the multiple to hold or expand.
NVIDIA Corporation (NVDA)
The bull case — 'Supercycle Extended' (7% weight) — targets $380, +90% vs spot. It needs Revenue Growth to surprise to the upside.
NXP Semiconductors NV (NXPI)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $488, +74% vs spot. It needs the multiple to hold or expand.
Analog Devices Inc (ADI)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $682, +72% vs spot. It needs the multiple to hold or expand.
Microchip Technology Inc (MCHP)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $157, +72% vs spot. It needs the multiple to hold or expand.
First Solar Inc. (FSLR)
The bull case — 'IRA Extended + AI Power' (10% weight) — targets $400, +70% vs spot. It needs the multiple to hold or expand.
ON Semiconductor Corporation (ON)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $160, +69% vs spot. It needs the multiple to hold or expand.
Texas Instruments Incorporated (TXN)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $507, +70% vs spot. It needs the multiple to hold or expand.
Broadcom Inc (AVGO)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $646, +71% vs spot. It needs the multiple to hold or expand.
Monolithic Power Systems Inc (MPWR)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $2,134, +54% vs spot. It needs the multiple to hold or expand.