NVDA Stock: Will It Continue to Grow in Q3?

This NVDA stock forecast article is written by Hao Liu, financial analyst at I Know First.

Summary:

  • Impetus for spending is likely to fade away for some technology segment, but not semiconductor
  • Nvidia business transformation into AI and machine learning could bring big wins
  • NVDA stock is a strong buy, especially in the long term

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AMAT Stock Forecast: Developments in Supplemental Markets

This article was written by Isaac Rothstein - Analyst at I Know First.

Summary

  • AMAT stock has consistently risen over the last five years
  • Operating costs are rising due to growth in research and development expenses for future growth
  • The semiconductor industry has grown rapidly over the past 20 years
  • Trade wars with China could hinder their growth due to China being their most profitable region for sales
  • I Know First algorithm remains Bullish for its one year forecast

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AVGO Stock: Broadcom Deserves A Price Target of $360

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • Trump is still ramping his anti-China rhetoric but analysts and the quant rating AI of Seeking remains very bullish on Broadcom.
  • Broadcom makes most of its revenue from China. Chinese factories are now back to full operations.
  • The greater demand for internet bandwidth is a tailwind for Broadcom.
  • The new U.S. sanctions against Huawei is another tailwind for Broadcom.
  • Broadcom’s long list of acquisitions has made it pandemic-resistant. Its products and services now cater to various industries.

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Texas Instruments Stock Price Forecast: TXN Is An Under-The-Radar Profitable Company You Should Own

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • If you like the semiconductor industry, you should consider adding Texas Instruments to your long-term investing portfolios.
  • Very few analysts and financial bloggers cover Texas Instruments. Its actually a consistently profitable company with decades of experience in embedded and analog semiconductor products/components.
  • Texas Instruments has a good future. Its products and services cover different industries. This company has managed to grow its dividend payments over the last 14 years.
  • TXN’s annual sales is not growing that much. However, it has always been profitable for the last 10 years. TXN also likes doing share buybacks.
  • My 1-year price target for TXN is $140. The new normal of work-from-home and learn-from-home accelerates the demand for electronics products.

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ACLS Stock: Axcelsis Deserves A Price Target of $33

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • Axcelsis Technologies, Inc. is an under-the-radar important player in the $415.1 billion semiconductor industry.
  • Axcelsis supplies ion implanters and other processing equipment to semiconductor products manufacturers. This niche role helped Axcelsis achieved a 11.45% 5-year revenue CAGR.
  • The stock of Axcelsis has 3-month price return of +34.87%. I’m still endorsing it as a buy. My 1-year price target for this stock is $33.
  • Axcelsis has been profitable for the last five years. Its total cash is $174.7 million. This is much higher than Axcelsis’ total debt of $54.1 million.
  • Monthly technical indicators and moving averages are saying ACLS is still a buy.

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TSM Stock: Why You Should Still Go Long On Taiwan Semiconductor

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary

  • The new sanctions against Huawei means Taiwan Semiconductor was forced to stopped taking new foundry orders from it.
  • This is a near-term headwind. Huawei is the no. 2 largest foundry customer of Taiwan Semiconductor. Huawei accounts for 15% to 20% of Taiwan Semiconductor’s revenue.
  • TSM is still a buy because other Chinese phone vendors like Xiaomi, Oppo, and Lenovo can eventually make up for the lost business from Huawei.
  • • TSM also touts lower valuation ratios than its foundry customers Advanced Micro Devices and Nvidia. This is just wrong because TSM operates on a higher net income margin.
  • Taiwan Semiconductor boasts an excellent balance sheet. Its total cash is $18.86 billion while its total debt is only $7.3 billion.

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Intel Stock Forecast: Why Intel Deserves A Price Target Of $75

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • The consensus 12-month price target at TipRanks is only $67.02. This is likely due to incorrect anxiety over the corona-virus outbreak.
  • You should go long INTC now because the corona-virus outbreak in China will help this stock reach $75 this year.
  • All of Intel’s factories or x86 processor fabs are located outside of China. There won’t be any suspension in Intel’s production.
  • It is fabless AMD that is suffering from the suspension of factories in China. A short supply in Ryzen processors will compel more PC vendors to go all-Intel.

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NVMI Stock Forecast : An Innovative Model Supporting a Promising Future

This NVMI Stock Forecast article was written by Eva Zagury, a Financial analyst at I Know First.

Summary

  • Inspite of a 10% decrease for the first quarter of 2019, NVMI stock forecast topped consensus revenue estimates showing a surprise of 27.59%.
  • Growing diversification in revenue mix, customer base and technology, as well as an massive R&D investment represent the two main ingredients for Nova's short-term earning surprise.
  • The market high volatility makes short-term visibility hard. Magnitude and direction of estimate revisions could change following the next earnings report scheduled for next month.
  • Still, Nova Measuring Instrument is well positioned to benefit from a long-term growth, given it widened exposure to multiple segments, customers geographies and attractive differentiated portfolio.

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