Despite Silicon Laboratories' low ROE, its decent earnings growth and high earnings retention are positives. However, the low ROE indicates that reinvestment isn't significantly benefiting investors, and analysts predict future earnings shrinkage.
Robert Johnson's full divestiture from Silicon Laboratories appears bearish, sparking less confidence in its stock. The dearth of insider buying within a year, and the company's 2 warning signs, make us cautious.
Investor caution is evident due to lack of EPS growth, despite the P/E ratio of 52.41 reflecting optimism. The recent sell-off might be a buying chance if long-term growth trend surfaces. Potential investors should also understand associated risks.
Analyst Blayne Curtis from Barclays attributes the weak guidance to 'purely cyclical' factors and still sees strong long-term growth prospects in IoT despite a potentially extended inventory restoration phase and an eventual return to earning $3 or more per share.
This is part of the series. With the rise of AI chatbots such as OpenAI ChatGPT, it will definitely cause the demand of computing power to increase and that will benefit semiconductor companies such as Taiwan Semiconductor Manufacturing Corporation ($台積電(TSM.US)$), Dialog Semiconductor ( DLGNF ), Qualcomm ($高通(QCOM.US)$), Nvidia ($英偉達(NVDA.US)$), Advanced Micro Devices ($美國超微公司(AMD.US)$), Intel ($英特爾(INTC.US)$), ASML H...
芯科實驗室股票討論區
5年來除2021年靠出售業務有不錯的淨利潤以外,其餘4年淨利潤都很低,2023年還轉爲虧損。即使以2022年0.91億淨利潤計算市盈率也達到了47,估值仍然沒有吸引力。
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With the rise of AI chatbots such as OpenAI ChatGPT, it will definitely cause the demand of computing power to increase and that will benefit semiconductor companies such as Taiwan Semiconductor Manufacturing Corporation ( $台積電(TSM.US)$ ), Dialog Semiconductor ( DLGNF ), Qualcomm ( $高通(QCOM.US)$ ), Nvidia ( $英偉達(NVDA.US)$ ), Advanced Micro Devices ( $美國超微公司(AMD.US)$ ), Intel ( $英特爾(INTC.US)$ ), ASML H...
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