1. Dell maintains a 'Strong Buy' rating with a one-year target price of $210 per share due to robust AI server growth; 2. Dell reports 9.5% revenue growth and 14% adjusted EPS growth, driven by high AI server orders and strong enterprise customer traction; 3. Despite weaker Consumer PC business growth, Dell's new AI server products and partnerships with Nvidia, AMD, and Intel position it well for future growth.
Recent #revenue growth news in the semiconductor industry
➀ Nvidia reported a 97% revenue growth year-over-year in its Q3 fiscal year, exceeding expectations; ➁ The datacentre business saw a significant 112% increase in revenue; ➂ Despite strong performance, Nvidia's shares fell after the announcement due to investor concerns and slowing revenue growth.
1. ServiceNow is upgraded to a neutral rating due to strong Q3 results; 2. The company's stock is overvalued with a forward revenue multiple of ~16x and a forward P/E ratio of ~64x; 3. Risks include limited operating margin expansion and competition from major companies.
➀ Nvidia reported a 94% year-over-year revenue increase to $35.1 billion, with a profit of $19.3 billion; ➁ Revenue growth for the current quarter is forecasted at 69.5% year-over-year; ➂ Datacentre sales grew by 112% year-over-year, accounting for $30.77 billion of total revenue.
1. Powell Industries' Q4 2024 earnings disappointed investors; 2. Stagnant backlog and decelerating revenue growth overshadow strong balance sheet and valuation; 3. Improved operating profit margins, but substantial cash flow allocated to capital projects, limiting shareholder returns.
1. Applied Materials reported record revenue of $7.05 billion for the fourth quarter and $27.18 billion for the full year, with revenue up 5% and 2% year over year, respectively. 2. GAAP EPS was $2.09 and non-GAAP EPS was $2.32 for the fourth quarter, down 12% and up 9% year over year, respectively. 3. Annual GAAP EPS was $8.61 and non-GAAP EPS was $8.65, up 6% and 7% year over year, respectively.
1. Zeta Global's shares have lost over half their value after Q3 earnings and a short-seller report; 2. The stock presents a strong buying opportunity with a 3x revenue multiple; 3. Zeta raised its FY24 revenue outlook and is well-positioned for FY25 growth; 4. The company targets a $64 billion market in the U.S. and has room for expansion.
1. Palantir's strong revenue growth, especially in the US government and commercial segments, supports the scalable AI solution thesis, with 2024 guidance slightly above estimates. 2. The company's AI applications demonstrate real-world utility, significantly reducing manpower and processing times, enhancing decision-making and operational efficiency. 3. Despite the impressive performance, Palantir's valuation is extremely high, posing risks from political budget cuts, competition, and execution challenges across different industries.
➀ AMD is set to lay off 1000 employees, representing 4% of its global workforce, to concentrate on AI ICs; ➁ The company reported a 18% year-over-year revenue increase and a 158% profit increase in Q3 2024; ➂ AMD's data center sales doubled while gaming chips fell by 69% and PC chips rose by 29%; ➃ AMD's latest accelerator chip, MI325X, is expected to start mass production in the current quarter.
1. Tower Semiconductor reported a 6% QoQ revenue growth in Q3 2024, reaching $371 million. 2. The company announced a $350 million investment plan to expand SiPho and SiGe capacity. 3. Tower Semiconductor expects Q4 2024 revenue to be $387 million with a 5% growth range.
1. AppLovin's stock has shown strong performance with potential for further growth, driven by its innovative ad technology and expanding market reach. 2. APP differentiates itself from The Trade Desk by representing both advertisers and publishers, primarily focusing on small gaming developers. 3. AppLovin's robust financials include a 39% revenue increase in Q3 2024, strong EBITDA margins, and significant free cash flow growth.
1. Reddit has recently closed the monetization gap by improving ad load and attracting diverse advertisers; 2. RDDT's revenue growth potential is significantly expanded through translation and data licensing efforts; 3. Despite the premium valuation, a 25% annualized upside is seen from now through 2026 due to higher advertiser ROI, user growth, and RPU.
1. Qualcomm's Q4 earnings exceeded expectations with impressive handset revenue growth and strong performance in the AI chip sector; 2. Qualcomm's valuation is attractive with a low P/E ratio and strong projected revenue growth; 3. Despite risks from potential tariffs, Qualcomm's AI smartphone chips are unlikely to face export restrictions.
1. Ouster set a new revenue record in Q3, achieving a 38% gross margin and clearing its debt. 2. The company has a diversified revenue stream and leads in the non-ADAS LiDAR market. 3. Ouster's potential is undervalued with a 2025 revenue forecast of $155.7M.
1. Palantir's Q3 results exceeded expectations with 30% YoY revenue growth and strong AIP demand; 2. The recent presidential election adds significant upside potential for Palantir's AI solutions; 3. Despite high valuation, Palantir's exceptional growth justifies a premium with forward EPS expected to grow 97.51% YoY.
1. Amazon's Q3 2024 results demonstrate strong revenue and profit growth, driven by AWS and advertising; 2. Regression analysis indicates consumer spending, inflation rates, and GDP growth significantly impact Amazon's revenue, with a positive outlook for these variables in 2025; 3. Technical analysis suggests a bullish momentum for Amazon's stock, supported by rising moving averages and MACD, making it attractive for growth and momentum investors.
1. My 10-year valuation model indicates Microsoft could be 40% undervalued with a sustained 15% revenue CAGR and moderate EBITDA margin expansion; 2. Q1 revenue from Microsoft Cloud grew 22% and Azure by 33%, driven by AI; 3. Satya Nadella's AI focus, cloud-first strategy, and 100+ acquisitions are crucial to MSFT's growth.
1. Palantir's earnings surged, driven by strong AI capabilities and rapid customer turnaround in diverse industries; 2. The company achieved 44% YoY U.S. revenue growth, with commercial revenue outpacing government revenue; 3. Palantir boasts no debt, $4.6 billion in cash, and a 1.6% annual adjusted FCF yield.
1. Celestica's Q3 2024 report shows a 22% year-over-year revenue growth with a stunning 42% YoY expansion in the CCS segment; 2. The market is significantly raising revenue/EPS estimates following Celestica's internal expectations; 3. The stock is undervalued, with a fair value around $101, suggesting a 48% premium over the current price.
➀ Revenue of Hua Run Wei grew by 8.44% year-on-year in the third quarter of 2024;
➁ The company's revenue for the first three quarters reached 7.472 billion yuan;
➂ Hua Run Wei increased its research and development investment to 8.89 billion yuan in the first three quarters, up by 2.28 percentage points year-on-year;
➃ The project 'Power MOSFET & High Voltage Integrated Chip Key Technologies and Applications' led by Hua Run Wei won the 2023 National Science and Technology Progress Award;
➄ The global semiconductor industry is recovering, with sales reaching 1.499 trillion yuan in the second quarter of 2024;
➅ Hua Run Wei is driving diversified development with a focus on high-end applications such as automotive electronics and industrial control;
➆ The company expects to move towards the high-end of the industry chain and value chain with its deep accumulation and continuous innovation in high-end application fields such as new energy, automotive electronics, and industrial control.