Semiconductor News & Analysis Feed
225 articles
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Surging Earnings Estimates Signal Upside for Micron (MU) Stock
Zacks Equity Research
June 30, 2026 2 min read
MU
-4.71%
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Trading disclosure
Micron (MU) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings esti
2026-07-01
uk.finance.yahoo.com
2026-07-01
Yahoo Finance UK
Surging Earnings Estimates Signal Upside for Micron (MU) Stock
Zacks Equity Research
30 June 2026 2 min read
MU
-4.71%
Micron (MU) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.
The upward trend
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
ASML vs. LRCX: Which Semiconductor Chipmaker Stock Has More Upside?
Tanuka De
June 30, 2026 5 min read
ASML.AS
-7.28%
LRCX
-6.87%
ASML
-4.26%
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Trading disclosure
ASML Holding ASML and Lam Research LRCX are two key players in the semiconductor equipment market serving chip manufacturers with widely different manufacturing systems.
ASML Holding has a solid dominance in e
2026-06-30
www.zacks.com
2026-06-30
Zacks Investment Research
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Nvidia Is Still a Bargain. Analysts See 57% Upside in NVDA Stock.
Sneha Nahata
June 29, 2026 3 min read
NVDA
-1.49%
INTC
-7.61%
AMD
-6.73%
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Trading disclosure
Nvidia logo by Konstantin Savusia via Shutterstock
Nvidia (NVDA) stock has underperformed its peers so far this year despite dominating the artificial intelligence (AI) chip market. While shares of Advanced Micro D
2026-06-30
www.barchart.com
2026-06-30
Barchart.com
Nvidia logo by Konstantin Savusia via Shutterstock
Nvidia (NVDA) stock has underperformed its peers so far this year despite dominating the artificial intelligence (AI) chip market. While shares of Advanced Micro Devices (AMD) have surged more than 150% and Intel (INTC) has rallied 256% in 2026, Nvidia stock has gained just 4.4%.
Although Nvidia has significantly underperformed its peers, the st
2026-06-30
www.tradingkey.com
2026-06-30
TradingKey
Cerebras Systems shares surged over 19% on June 29, Eastern Time, following a strategic stake increase by Cathie Wood. Despite a 40% post-IPO decline driven by concerns over narrowing gross margins and negative operating guidance, institutional sentiment remains bullish. Analysts from Morgan Stanley, UBS, and Citi maintain "Buy" ratings, citing high upside potential. Cerebras’s unique wafer-scale
2026-06-29
stocktwits.com
2026-06-29
Stocktwits
stocktwits.com
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2026-06-29
www.zacks.com
2026-06-29
Zacks Investment Research
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2026-06-29
www.aol.com
2026-06-29
AOL.com
Price Prediction: Synopsys’ Chip-Design Moat and The Path to 24% Upside
VANDITA JADEJA
Jun 29, 2026
0
Quick Read
SNPS carries a BUY rating and $562 price target, implying 24% upside from current levels at 90% confidence.
The Synopsys-Ansys platform commands roughly 46% of a $31B EDA-simulation market, anchoring the structural moat driving the bull case.
Even the bear scenario prices SNPS at $49
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Price Prediction: Synopsys’ Chip-Design Moat and The Path to 24% Upside
Vandita Jadeja
June 29, 2026 4 min read
SNPS
+1.17%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SNPS carries a BUY rating and $562 price target, implying 24% upside from current levels at 90% confidence.
The Synopsys-Ansys platform commands roughly 46% of a $31B EDA-simulation market, anchoring the s
2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
Synopsys (NASDAQ:SNPS | SNPS Price Prediction) sits at the center of every advanced chip designed today, and the math behind our model says the market is underpricing that moat. With shares trading at $454.34, our 24/7 Wall St. price target for Synopsys is $561.65, implying 23.62% upside over the next twelve months. The recommendation is buy at a 90% confidence level, reflecting high conviction in
2026-06-29
www.tikr.com
2026-06-29
TIKR.com
Key Takeaways:
Both Micron and SanDisk are signing long-term supply deals with AI customers worth tens of billions of dollars.
Micron makes a special type of memory chip that AI systems desperately need. SanDisk does not.
Analyst estimates suggest both stocks could double from here, but the paths and risks are very different.
Now Live: Discover how much upside your favorite stocks could have usin
2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-27
tomshardware.com
2026-06-27
Jowi Morales
Several listings for Steam Machine pre-orders are being sold at markups so high that buyers will have to pay 140% to 167% above Valve's selling price.
2026-06-27
simplywall.st
2026-06-27
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK hynix (KOSE:A000660) Stock After 19% Monthly Jump Is There Still Upside
June 27, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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How SK hynix's Recent Run Shapes the Valuation Question
For investors trying to work out whether SK hynix still offers value after its strong share price run, the key question is how the current p
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Nvidia (NVDA) Launches BioNeMo Toolkit As Life Sciences Groups Rush To Integrate It
Bailey Pemberton
Fri, June 26, 2026 at 12:07 PM PDT 2 min read
NVDA
+2.63%
Trade NVIDIA on Coinbase
Trading disclosure
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NVIDIA (NasdaqGS:NVDA)
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Vishay vs. ON Semiconductor: Which Auto Chip Stock Has More Upside?
Indrajit Bandyopadhyay
Fri, June 26, 2026 at 7:05 AM PDT 5 min read
ON
+6.74%
VSH
-4.44%
Explore stocks on Coinbase
Trading disclosure
Automotive electrification, rising semiconductor content per vehicle, and AI-driven infrastructure spending continue to reshape the semiconductor landscape. These factors are creating significant
2026-06-26
tomshardware.com
2026-06-26
Bruno Ferreira
Microsoft increases Xbox Series console prices for the third time in two years — $100-$150 upswings on every model except the now-dead 2 TB version
2026-06-25
www.tradingview.com
2026-06-25
TradingView
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Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1406.86, Implies 34% Upside
Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1406.86, Implies 34% Upside
Less than 1 min read
MU
+13.43%
According to estimates from 42 analysts, Micron Technology, Inc. stock's average price target has risen from $1150.51 to $1406.86, with forecasts ranging from $345 t