Dow Jones futures edged lower Wednesday night, along with futures for the S&P 500 and Nasdaq 100 . The jobs report looms early Friday after the Fourth of July holiday. The stock market rally saw the S&P 500 and Nasdaq hit record highs in Wednesday's half-day session. Treasury yields tumbled as the June ISM services index signaled contraction, along with weaker-than-expected labor data.$Tesla (TSLA.US)$continued its powe...
Analyst Christian Schwab sees Entegris poised for above-market growth amid rising semiconductor complexity. CEO Bertrand Loy is bullish on the semiconductor industry's long-term growth, seeing the market leaning towards Entegris. Both Seeking Alpha and Wall Street analysts hold a BUY rating for Entegris.
The low ROE and significant use of debt make it hard to get excited about this business at the moment. High quality companies typically have high ROE and low debt.
Negative growth outlook and a P/S ratio similar to the industry could disappoint investors hoping for a business turnaround. A higher P/S ratio may indicate potential investors are paying a premium for the stock.
Recently, semiconductor stocks are gaining momentum as the$PHLX Semiconductor Index (.SOX.US)$hit its highest level in nearly two years. The best performers, including$NVIDIA (NVDA.US)$and$Advanced Micro Devices (AMD.US)$, saw their shares surging 226.26% and 112.46% this year, respectively. The expansion of the artificial intelligence (AI) market has driven the prices of relevant stocks upwards on the stock market. C...
Entegris's shares seem costly due to a high P/E ratio, signaling a potential selling window for shareholders. Potential investors might wait for a price adjustment, notwithstanding the company's positive growth projection.
Last week, Goldman hosted the 2nd Annual World Semiconductor Conference in New York, where they gained valuable insight from the semiconductor companies. Here are Goldman's top nine takeaways from the chip conference: 1) Focus on AI: There was an immense focus on AI throughout conference with semiconductor companies, in particular, speaking to the near- and long-term opportunity related to this growing...
Entegris Stock Forum
The stock market rally saw the S&P 500 and Nasdaq hit record highs in Wednesday's half-day session.
Treasury yields tumbled as the June ISM services index signaled contraction, along with weaker-than-expected labor data. $Tesla (TSLA.US)$ continued its powe...
C...
Here are Goldman's top nine takeaways from the chip conference:
There was an immense focus on AI throughout conference with semiconductor companies, in particular, speaking to the near- and long-term opportunity related to this growing...
Nvidia $NVIDIA (NVDA.US)$ : +24%
Monolithic Power $Monolithic Power Systems (MPWR.US)$ : +18%
Taiwan Semi $Taiwan Semiconductor (TSM.US)$ : +12%
AMD $Advanced Micro Devices (AMD.US)$ : +11%
Marvel $Marvell Technology (MRVL.US)$ +8%
Broadcom $Broadcom (AVGO.US)$ : +7%
Applied Materials $Applied Materials (AMAT.US)$ : +7%
Lam $Lam Research (LRCX.US)$ : +6%
ASML $ASML Holding (ASML.US)$ : +6%
KLA $KLA Corp (KLAC.US)$ : +6%
Entegris $Entegris (ENTG.US)$ : +5%
Micron $Micron Technology (MU.US)$ : +5% ...
Gap Ups
1. $Exact Sciences (EXAS.US)$ - up 10.02%
2. $ASE Technology (ASX.US)$ - up 2.54%
3. $ASML Holding (ASML.US)$ - up 2.35%
4. $Advanced Micro Devices (AMD.US)$ - up 2.13%
5. $China Eastern Airlines (CEA.US)$ - up 1.36%
6. $Entegris (ENTG.US)$ - up 1.33%
7. $Agilon Health (AGL.US)$ - up 1....
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