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.
$タイワン・セミコンダクター・マニュファクチャリング(TSM.US)$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: $ASMLホールディング(ASML.US)$: A leadin...
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Going to a month since I opened my account but still not approved
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.
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コラムTech Giant in One Chart: Who Are the Suppliers of TSMC?
Equipment Suppliers:
$ASMLホールディング(ASML.US)$: A leadin...
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Moat stocks tend to come with a heavy premium.
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Can you think of other cheap moat stocks?
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