Semiconductor Stocks: NXP, Cirrus Logic Post Nyiaj tau los

Txhawj NXP semiconductors (NXPI) lig hnub Monday yeej Wall Street lub hom phiaj rau lub quarter thib plaub thiab nce nws cov nyiaj faib rau peb lub hlis twg 50%. NXP ncaws tawm lub lim tiam nyiaj tsis khoom rau cov khoom lag luam semiconductor.

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Netherlands-based NXP tau txais kev hloov kho $ 3.20 ib feem ntawm kev muag khoom ntawm $ 3.04 nphom hauv lub Kaum Ob Hlis. Cov kws tshuaj ntsuam xav tau kho cov nyiaj tau los ntawm $ 3.01 ib feem ntawm kev muag khoom ntawm $ 3 nphom, raws li FactSet. Hauv lub xyoo dhau los, NXP khwv tau $ 2.15 ib feem ntawm kev muag khoom ntawm $ 2.51 billion.

Lub Dutch chipmaker kuj tau nce nws cov nyiaj faib nyiaj hauv peb lub hlis twg 50% rau 84.5 xees ib feem. Ntxiv rau, nws tau tshaj tawm qhov tshiab $ 2 nphom nyiaj rov qab txoj haujlwm. Txoj kev npaj yuav khoom tshiab rov qab yog ntxiv rau $ 1.35 nphom hauv kev tso cai rov yuav khoom tseem tshuav ntawm nws txoj kev npaj ua ntej.

Rau lub quarter tam sim no, NXP cia siab tias yuav tsim tau $ 3.1 nphom hauv cov nyiaj tau los piv rau Wall Street lub hom phiaj ntawm $ 2.96 billion.

NXPI Tshuag nce hauv kev lag luam lig

Hauv kev ua lag luam tom qab cov sij hawm ua lag luam hnub no, NXPI Tshuag tau nce 0.3%, nyob ze 206. Thaum lub sij hawm kev sib kho hnub Monday, NXPI Tshuag dhia 8.4% mus rau 205.44 thaum lub sij hawm ib tug loj nce hnub rau tag nrho cov lag luam.

NXP ua chips rau automotive, industrial, mobile, Internet of Things, thiab kev lag luam kev sib txuas lus.

Cirrus Logic Pops On Upbeat Report

Lwm qhov ntawm cov khoom lag luam semiconductor, audio-chip txiag Viv ncaus Logic (CRUS) lig hnub Monday tau tshaj tawm tsab ntawv tshaj tawm rau lub Kaum Ob Hlis.

Austin, Texas-raws li Cirrus Logic tau txais kev hloov kho $ 2.54 ib feem ntawm kev muag khoom ntawm $ 548.3 lab hauv nws cov peev nyiaj peb lub hlis twg thaum lub Kaum Ob Hlis 25. Cov kws tshuaj ntsuam tau xav tias cov nyiaj tau los ntawm $ 2.14 ib feem ntawm kev muag khoom ntawm $ 510 lab, FactSet tau hais. Hauv lub xyoo dhau los, nws khwv tau $ 2.13 ib feem ntawm kev muag khoom ntawm $ 486 lab.

Rau lub quarter tam sim no, nws cia siab tias yuav tsim kev muag khoom ntawm $ 400 lab rau $ 440 lab. Qhov nruab nrab ntawm $ 420 lab yog qhov zoo tshaj qhov xav tau ntawm cov kws tshuaj ntsuam xyuas ntawm $ 354 lab rau lub Peb Hlis Lub Peb Hlis.

Hauv kev lag luam lig, CRUS Tshuag tau dhia 9.6%, ze 98.

CRUS Tshuag qeb No. 11 ntawm 31 cov khoom lag luam semiconductor hauv IBD's fabless semiconductor kev lag luam pab pawg, raws li IBD Stock Checkup. Nws muaj ib qho IBD Composite Rating ntawm 92 tawm ntawm 99. NXPI Tshuag qeb No. 13 hauv pab pawg.

Semiconductor Stocks Peaking?

Hnub Tuesday yuav nqa cov ntaub ntawv nyiaj tau los ntawm peb qhov khoom lag luam semiconductor ntxiv: Advanced Micro Devices (AMD), Cov Allegro MicroSystems Cov (ALGM) thiab Kev Nkag (ENTG). Wireless-chip txiag Qualcomm (QCOM) thiab tsib lwm tus yuav tshaj tawm lub Kaum Ob Hlis-Lub Peb Hlis cov txiaj ntsig rau hnub Wednesday.

Hnub Monday, Jefferies tus kws tshuaj ntsuam xyuas Mark Lipacis tau hais tias cov tub ua lag luam yuav tsum tau ceev faj thaum nws los txog rau chip stocks. Hauv tsab ntawv ceeb toom rau cov neeg siv khoom, nws hais tias cov khoom lag luam semiconductor "tau nkag mus rau cov txheej txheem peaking."

Nws ua raws li nws qhov kev txiav txim siab los ntawm kev txheeb xyuas ntawm yav dhau los peaks ntawm semiconductor stocks hauv 2014-15 thiab 2017-18. Ob lub voj voog ua ntej no tau tshwm sim los ntawm kev lag luam tsis hloov pauv nrog ntau qhov mini-peaks thiab troughs. Cov txheej txheem peaking feem ntau yuav kav txog rau lub hlis ua ntej cov khoom lag luam semiconductor dov, nws hais.

Txawm li cas los xij, Lipacis qhia xya cov khoom lag luam semiconductor uas zoo li ntxim nyiam tom qab muag tsis ntev los no. Lawv suav nrog AMD, Lam Tshawb Nrhiav (LWV), Marvel Technology (LWV), microchip technology (HMO) Nvidia (NVDA), NXP thiab Nyob rau hauv semiconductor (ON).

Ua raws li Patrick Seitz ntawm Twitter ntawm @IBD_PSeitz rau cov dab neeg ntxiv ntawm cov neeg siv khoom thev naus laus zis, software thiab cov khoom lag luam semiconductor.

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