Recent #Stock Rating news in the semiconductor industry

9 months ago
1. Zscaler's stock fell 15% after hours due to its projected 10th consecutive quarter of revenue growth deceleration. 2. Despite a strong balance sheet and medium-term growth prospects, concerns arise from slowing growth and competitive pressures. 3. The company's fiscal Q1 2025 is expected to show lower profit margins, contradicting expectations for higher profitability as it scales.
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10 months ago
1. Google reported a 14% YoY revenue growth and a 31.25% increase in EPS for Q2 2024, surpassing consensus estimates. 2. The company's Google Cloud segment showed significant margin improvement, potentially doubling its EBIT margin. 3. Despite strong earnings, the stock fell over 2% post-earnings call, likely due to concerns over high CAPEX and investments in non-core businesses like Waymo.
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