美联储降息预期 - 美联储提议今年晚些时候降息，推动一些行业潜在突破[1] - 分析师们给出了98.1美元的股价目标，预计股价将上涨38.5%，尽管分析师看好，市场尚未意识到该股票的潜力[11] - 相对于其他公司，Onsemi的股票目前以折扣价出售，汽车行业可能正在为潜在的美联储降息做准备，因为他们了解这将对汽车销售和半导体需求产生积极影响[14] 半导体行业趋势 - 在半导体股票中，Onsemi可能会在汽车行业中看到最显著的活动增长[1] - 在半导体行业的价值链上寻找投资机会是明智之举，Onsemi被分析师们认为有巨大的上涨潜力，而且目前的股价明显低于同行[4] - 随着汽车行业越来越多地将技术应用于车辆中，对芯片的需求也在增长，Onsemi提供了一系列解决方案来满足这一需求[5] 公司业绩与前景 - 公司自2019年以来将自由现金流增长了十倍，同时保持着稳定的两位数营收增长，这一趋势没有放缓的迹象[13] - 与其他公司相比，Onsemi看起来更像是每个价值投资者的梦想，因为它的股价相对便宜[12] - 最广泛关注的经济报告之一指出Onsemi的客户可能会迎来突破，华尔街最知名的公司也在推动这一观点[9]

sergeyryzhov/iStock via Getty Images My thesis Analog Devices (NASDAQ:ADI) has become a powerhouse in the Analog segment, ranking only second after Texas Instruments (TXN) in a fragmented market. Its semiconductors and solutions act as an interface between the physical to the digital world. While the firm is investing in new technologies (Battery Management Systems for EVs, factory automation technologies, 5G), it enjoys a large portfolio of mature devices, which are sticky for its customers and are therefo ...

The latest trading session saw Analog Devices (ADI) ending at $194.74, denoting a -1.25% adjustment from its last day's close. The stock's change was less than the S&P 500's daily loss of 0.06%. Elsewhere, the Dow saw an upswing of 0.35%, while the tech-heavy Nasdaq depreciated by 0.76%. The the stock of semiconductor maker has fallen by 0.68% in the past month, lagging the Computer and Technology sector's gain of 6.36% and the S&P 500's gain of 3.36%. Market participants will be closely following the finan ...

Key Points « o o o Semiconductor stocks, on a long-term uptrend since October 2022, are continuing their rally. Taiwan Semiconductor kicked off a fresh bout of buying after providing a higher-than-expected full-year outlook on AI-related revenue. Chip gear maker ASML gapped up after saying it expected 2024 to be a year of setting up for bigger increases in 2025. 5 stocks we like better than Alphabet Semiconductor stocks are on a long-term uptrend that began on October 22, with analysts seeing more room for ...

WILMINGTON, Mass.--(BUSINESS WIRE)--Analog Devices, Inc. (Nasdaq: ADI) today announced that Richard C. Puccio, Jr. will join the company on February 5, 2024 as Executive Vice President and Chief Financial Officer. In this role, Mr. Puccio will set ADI’s financial strategy and lead the company’s global finance operations. Mr. Puccio will report to CEO and Chair Vincent Roche. “Rich brings tremendous experience and capability from his more than three decades of leading financial advisory and high-growth busin ...

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today: Analog Devices (ADI) is an original equipment manufacturer of semiconductor devices, specifically, analog, mixed signal and digital signal processing (DSP) integrated circuits. The Zacks Consensus Estimate for its current year earnings has been revised almost 15.7% downward over the last 60 days. KB Financial Group (KB) is a commercial bank in Korea which provides credit and related financial services to individuals and small and med ...

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today: Amplifon (AMFPF) is a provider of hearing solutions and services. The Zacks Consensus Estimate for its current year earnings has been revised almost 18.2% downward over the last 60 days. Analog Devices (ADI) is an original equipment manufacturer of semiconductor devices, specifically, analog, mixed signal and digital signal processing (DSP) integrated circuits. The Zacks Consensus Estimate for its current year earnings has been revis ...

Analog Devices (ADI) partnered with SambaNova Systems to deploy the latter’s enterprise-scale generative artificial intelligence (AI) platform, SambaNova Suite. Further, the company plans to use the SambaNova Suite to expedite field sales and customer enablement, which will improve data access, guide field recommendations and enhance customer relationships. The generative AI platform also offers advanced open-source models, customer data fine-tuning and perpetual model ownership, transforming AI into valuab ...

合作推动AI转型 - Analog Devices, Inc.与SambaNova Systems合作，部署SambaNova Suite来推动全球AI转型[1] - ADI计划利用SambaNova Suite加速销售和客户支持，提高客户连接[2] 全栈生成式AI平台 - SambaNova Systems的首个全栈生成式AI平台SambaNova Suite为企业提供了快速部署AI的解决方案[4]

Olivier Le Moal I'm happy to be back writing articles here on Seeking Alpha. Due to some major life changes, I have taken a brief hiatus as of late, but I am looking forward to publishing articles frequently once again. As readers of my past articles may know, my investment philosophy and focus is centered around dividend growth investing (DGI) and long-term investments in stable, profitable companies. As I've grown as an investor, I have continued to gain knowledge on responsible and efficient compounding ...