Posts on TER

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AMAT , LRCX , KLAC , TER

+32 pts



Lowering our CY23 wafer fabrication equipment estimates to $83bn; lowering estimates for AMAT, LRCX, KLAC

By mooreideas on July 26, 2022, 10:56 a.m.
Tagged topics: analyst lowers estimates

Views: 13, Votes: 3, Responses: 0, Attachments: 1
AAPL , QCOM , XRX , FFIV , JNPR , TEL , APH , GLW , ST , NATI , INFN , TER

+38 pts



Thoughts Into The EPS Prints This Week (AAPL, QCOM, XRX, FFIV, JNPR, TEL, APH, GLW, ST, NATI, INFN, TER)

By scorpioduck on July 25, 2022, 2:06 p.m.
Tagged topics: earnings preview

Views: 22, Votes: 4, Responses: 1, Attachments: 1
MRVL , AVGO , ON , TER , ASML

+16 pts



Currently there is a divide between investors' outlook on future semi demand versus management's sentiment. Institutional investors think that we are entering into a late...

By marschenntdeb729bd97b0413b on April 6, 2022, 3:14 a.m.
Tagged topics: investor sentiments

Views: 22, Votes: 6, Responses: 0, Attachments: 0
ASML , TER , MRVL , AVGO , ON

+52 pts



Semi Sentiment - Investors are Bearish and Want to See Estimate Cuts

By junkfoodlover on April 5, 2022, 3:23 p.m.
Tagged topics: investor sentiments

Views: 63, Votes: 6, Responses: 2, Attachments: 1
AMAT , LRCX , KLAC , ASML , TER , TSM , INTC

+70 pts



Semiconductor Equipment 101: Compelling Models, Long-term Tailwinds

By bbern3 on March 29, 2022, 2 p.m.
Tagged topics: deep dive , initiation report , primer report

Views: 365, Votes: 11, Responses: 3, Attachments: 1
ADI , AVGO , CRDO , MRVL , ON , PI , KLAC , MCHP , QRVO , TER , INTC , TXN , AVT , COHU , AMD

+52 pts



Analysts cut estimates across semiconductors on a more challenging macro backdrop

By ethonomics on March 28, 2022, 12:28 p.m.
Tagged topics: analyst lowers estimates , deep dive , analyst downgrade

Views: 228, Votes: 5, Responses: 0, Attachments: 1
MU , WDC , LRCX , TER , KLAC , AAPL

+37 pts



Feedback from investor meetings - overall sentiment is negative due to demand uncertainty

By cassie on March 28, 2022, 10:29 a.m.
Tagged topics: investor sentiments

Views: 169, Votes: 3, Responses: 0, Attachments: 1
TER

+34 pts



$TER : C4Q/C1Q Preview - Expect Modest Upside, LT Model to Reflect Solid Structural Trends

By KHUN on Jan. 30, 2022, 4:36 a.m.
Tagged topics: valuations , analyst checks , analyst upgrade

Views: 44, Votes: 4, Responses: 0, Attachments: 1
TER

+38 pts



$TER - soft Q1 guidance likely reflects $AAPL decision to migrate to $TSM N4 node this year

By bbern3 on Jan. 27, 2022, 12:31 p.m.
Tagged topics: earnings results

Views: 247, Votes: 5, Responses: 0, Attachments: 1
TSM , AMAT , ASML , KLAC , LRCX , TER

+46 pts



$TSM's results are a positive read for $AMAT $ASML $KLAC $LRCX and $TER

By bbern3 on Jan. 13, 2022, 12:09 p.m.
Tagged topics: semiconductors

Views: 232, Votes: 7, Responses: 0, Attachments: 1
AMD , MRVL , TER , PI , MU , ADI , ON , QRVO

+50 pts



Semiconductor EPS revisions likely to moderate & relative valuation multiples to stabilize in 2022

By ethonomics on Jan. 3, 2022, 1:22 p.m.
Tagged topics: semiconductors

Views: 234, Votes: 6, Responses: 2, Attachments: 1
APH , NXPI , ON , SLAB , ST , TEL , QCOM , LRCX , KLAC , TER , AMAT

+101 pts



2022 global semis outlook - fundamental recovery appears fully discounted but should still be a solid growth year

By bbern3 on Dec. 15, 2021, 11:44 a.m.
Tagged topics: deep dive , semiconductors , 2022 outlook

Views: 108, Votes: 9, Responses: 1, Attachments: 1
TSM , AMAT , LRCX , TER , ENTG

+41 pts



Goldman raises estimates for Wafer Fab Equipment to reflect capex upside, remains constructive on semiconductors

By bbern3 on Sept. 16, 2021, 11:05 a.m.
Tagged topics: analyst raises estimates , Goldman Sachs , semiconductors , wafer fab equipment

Views: 238, Votes: 3, Responses: 0, Attachments: 2
TER , AAPL

+33 pts



$TER - Deutsche sees upside to Q2 estimates and Q3 guide from fall iPhone launch

By josiebe on July 23, 2021, 1:29 a.m.
Tagged topics: 5G iPhone cycle , earnings preview , Deutsche Bank , semiconductors , upside to estimates

Views: 511, Votes: 1, Responses: 0, Attachments: 2
AMAT , LRCX , TER , ENTG

+37 pts



$AMAT, $LRCX, $TER, $ENTG - Goldman raised estimates on Wafer Fab Equipment market, and see upside to street estimates

By mooreideas on June 2, 2021, 10:47 a.m.
Tagged topics: Goldman Sachs , semiconductors , upside to estimates , WFE , wafer fab equipment

Views: 223, Votes: 3, Responses: 1, Attachments: 6
QRVO , SWKS , ADI , MU , AMAT , LRCX , TER , ENTG , Semiconductors , Autos

+72 pts



Goldman says current semi shortage span across wide range of devices, but most severe for automotive MCU

By mooreideas on Feb. 16, 2021, 12:21 p.m.
Tagged topics: China , electric vehicles , supply constrained , Goldman Sachs , semi shortage , worse than expected

Views: 250, Votes: 3, Responses: 0, Attachments: 38
QCOM , TER , ST

+42 pts



$QCOM, $TER, $ST - Morgan Stanley recommends buying Qualcomm, Teradyne and Sensata for the best risk-reward opportunities in semiconductors for 2021

By josiebe on Dec. 14, 2020, 4:03 p.m.
Tagged topics: buying opportunity , cyclical recovery , analyst upgrade , economic recovery

Views: 308, Votes: 4, Responses: 0, Attachments: 156