Teradyne's ability to consistently reinvest at respectable rates of return is seen as a positive sign. Despite the stock being more 'expensive' than before, the strong fundamentals suggest that it may still be worth further research.
$台積電(TSM.US)$stands as a titan in the semiconductor industry, renowned for its advanced chip fabrication capabilities. As TSMC announces substantial capital expenditures to expand and upgrade its manufacturing facilities, the ripple effect is set to benefit a wide array of suppliers in the semiconductor ecosystem. Its suppliers can be categorized into several key areas: Equipment Suppliers: $阿斯麥(ASML.US)$: A leadin...
J.P. Morgan anticipates a recovery in the smartphone market in 2024 and increased demand for AI smartphones, leading to an upgrade of Teradyne. However, Seeking Alpha analysts hold a HOLD rating, while Wall Street rates it a BUY.
Teradyne's growth track record has earned it market favor. Despite the CEO's below-median pay, the current sell-off could be a worthwhile opportunity if sustainable growth continues.
Teradyne's stock up 18.5% post-results. Nova's stock up 31.6% after beating analyst estimates. Despite weak quarters, IPG Photonics and Marvell Technology's stocks are up 19.5% and 17.5% respectively. Applied Materials' stock down 2.2% despite strong quarter.
Despite a recent sluggish performance, Teradyne's high P/E ratio showcases investor confidence in its future growth. Its superior earnings outlook plays a part in its high P/E, making a steep share price drop seem unlikely.
Teradyne performing well with strong earnings growth, largely due to reinvesting high-profit portion. Future projections indicate an acceleration in earnings, signaling a promising outlook.
泰瑞達股票討論區
專欄Tech Giant in One Chart: Who Are the Suppliers of TSMC?
Equipment Suppliers:
$阿斯麥(ASML.US)$: A leadin...
1970年上市,主要做自動測試系統業務,全球化市場,當前價格101.81。
5年來營收、營業利潤和淨利潤都是前3年增長,近兩年萎縮,利潤已經低於5年前水平。
目前市盈率37.3,5年平均淨利6.9億對應市盈率爲22.6,估值沒有吸引力。
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