Analog semiconductors Loading... : Investor Sentiment and Bull/Bear Views

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21:37
Jan 15
Harsh Kumar Analyst, Piper Sandler CNBC
Analog semis are turning around.
Analog semiconductors are turning around and driving growth in industrial and automotive end markets. Harsh Kumar also notes that if rates come down, a pickup in home sales and remodeling/appliance purchases would add further semiconductor demand, especially on the analog side.
MED
20:22
Jan 06
Stacy Rasgon Senior Analyst, U.S. Semiconductors & Semiconductor Capital… CNBC
Analog chips bottoming and recovering
Most analog semiconductor names are up because Microchip had another small positive preannouncement, its second of the quarter, and investors have been eager to play an analog bottoming and recovery thesis, which Rasgon says is what is happening today in analog.
MED

About Analog semiconductors Investor Commentary

Across the available history and selected sources, Buzzberg tracks Analog semiconductors across 1 sources: 2 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Latest voices: Harsh Kumar, Stacy Rasgon.