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semiconductor: Archive

Anirudha Bhagat

Will Micron's Long-Term Supply Contracts Improve Revenue Visibility?

MU's take-or-pay supply contracts lock in volumes, pricing bands and $100 billion in minimum revenues, sharpening sales visibility through future cycles.

MUPositive Net Change WDCNegative Net Change STXNegative Net Change

Anirudha Bhagat

Can AI Chip Boom Help LRCX Reach Record Q4 Sales Target of $6.6B?

Lam Research's AI-driven demand in HBM, advanced DRAM and leading-edge chips are likely to help it reach a record sales target of $6.6B in Q4'26.

LRCXNegative Net Change KLACNegative Net Change AMATNegative Net Change

Anirudha Bhagat

Buy These 4 Tech Stocks That Are Still Cheap Despite 100%+ YTD Rally

SanDisk, Micron, Digital Turbine and HPE surge more than 100% YTD but still trade below the tech sector's forward P/E average.

MUPositive Net Change SNDKNegative Net Change HPEPositive Net Change APPSNegative Net Change

Abhinab Dasgupta

Beat the Market Like Zacks: Micron, UnitedHealth, J. M. Smucker in Focus

MU, UNH and SJM highlight recent gains across Zacks portfolios as the firm showcases performance amid mixed markets.

AMDPositive Net Change UNHNegative Net Change ADPPositive Net Change VMIPositive Net Change MUPositive Net Change SJMPositive Net Change CECOPositive Net Change MPWRNegative Net Change SIMOPositive Net Change MNSTNegative Net Change ARCBNegative Net Change

Shaun Pruitt

Apple vs. Broadcom: Is Either Stock a Buy After Their $30 Billion Chip Partnership?

Apple and Broadcom have expanded their long-standing partnership with a multiyear agreement expected to exceed $30 billion.

AAPLPositive Net Change AVGOPositive Net Change NVDAPositive Net Change

Tirthankar Chakraborty

Beyond Micron: 2 AI Infrastructure Stocks With Massive Upside Ahead

Micron's AI-fueled rally has cooled, but Seagate and WDC are riding on strong storage demand, margin expansion and upbeat outlook that may power further gains.

WDCNegative Net Change STXNegative Net Change MUPositive Net Change

Zacks Equity Research

D-Wave Quantum Stock Surges 42.9% in a Year: What's Driving the Rally?

QBTS has surged 42.9% in a year as bookings soar and its quantum roadmap expands, but revenue timing could still drive quarterly volatility.

QBTSPositive Net Change TEAMNegative Net Change COMPPositive Net Change BILLPositive Net Change

Anirudha Bhagat

Is ALGM Stock a Buy After a Big Run and Richer Valuation?

Allegro's revenue rebound, earnings leverage and margin recovery bolster the bull case, but a richer valuation leaves less room for execution missteps.

ALGMNegative Net Change NVMIPositive Net Change ICHRNegative Net Change

Anirudha Bhagat

Allegro MicroSystems Stock Story Hinges on EVs, AI and Margins

ALGM's growth story now spans EVs, AI data centers and robotics, but margins, auto exposure and execution remain key to the stock.

ALGMNegative Net Change TXNPositive Net Change IFNNYPositive Net Change

Anirudha Bhagat

Allegro MicroSystems Trends Point to Higher Chip Content Ahead

ALGM is gaining from rising chip content in smarter vehicles, AI data centers and robotics, while margin gains could support earnings growth.

ALGMNegative Net Change TXNPositive Net Change IFNNYPositive Net Change