Semiconductor stocks surged on Wednesday after$英偉達 (NVDA.US)$'s CEO Jensen Huang emphasized strong demand for AI chips. KeyBanc analyst John Vinh explained the recovery following Nvidia’s 8% intraday rise, attributing it to an overreaction to earnings, though the AI trade remains strong. Oracle played a key role by reporting accelerating AI growth and announcing a doubling of capital expenditures next year. This reassured investors that AI inv...
$凌雲半導體 (CRUS.US)$rose more than 10% in after-hours trading Tuesday after the semiconductor giant reported big fiscal Q4 earnings and revenue beats. CRUS gained 10.8% to trade at $101.01 shortly before 5 p.m. ET after reporting $1.24 in earnings per share, reportedly crushing analysts' $0.64 consensus estimate. Cirrus also recorded $371.8 million in quarterly revenues, handily beating analysts' reported $315.6 million consensus fo...
Despite the impact of unusual items on Cirrus Logic's earnings, it is believed that the company's statutory profit understates its earnings potential. An improvement is expected next year if these unusual expenses do not recur.
Cirrus Logic's earnings growth due to profit reinvestment is commendable despite a lower ROE. However, the low ROE suggests investors may not be fully benefitting from this reinvestment. Analysts predict a momentum in the company's earnings.
Despite high P/E ratio of Cirrus Logic, investors are willing to pay premium due to expected strong future growth. High P/E ratio is tolerated since future earnings don't seem to be under threat.
凌雲半導體股票討論
Oracle played a key role by reporting accelerating AI growth and announcing a doubling of capital expenditures next year. This reassured investors that AI inv...
CRUS gained 10.8% to trade at $101.01 shortly before 5 p.m. ET after reporting $1.24 in earnings per share, reportedly crushing analysts' $0.64 consensus estimate.
Cirrus also recorded $371.8 million in quarterly revenues, handily beating analysts' reported $315.6 million consensus fo...
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1989年上市，主要做音响器件业务，65%的市场在中国，当前价格92.64。
5年来营收除2019年外增长了4年，平均增速4.4%，营业利润2023年受毛利率下滑费用增长过快影响萎缩5.7%，净利润则受资本性资产减值影响大幅萎缩45.9%。近5年没有利息负担。毛利率近5年从50.4%提升到52.6%后回落到50.4%，净资产收益率2023年从21.8%下滑到10.9%。
2024前3季度营收萎缩7.1%，营业利润萎缩6%，净利润萎缩0.3%。
目前市盈率30，市盈率TTM29.3，2022年3.3亿净利高点对应市盈率为15.4，考虑到目前营收增长趋势似乎在消失，目前的估值吸引力不算大。
$凌雲半導體 (CRUS.US)$ $綠色平原能源 (GPRE.US)$ $海天網絡 (HKIT.US)$ $格瑞夫 (GEF.US)$
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