Investmentchancen WKN: A2QMYY ISIN: US4330001060 Forum: Aktien User: Gold_treasure1
Needham Raises $AMKR PT to $90 from $65 - Buy Analyst comments: "Amkor reported solid 1Q26 results, with revenue and gross margin nicely above the Street. 2Q26 guidance exceeded our/consensus estimates. For 2026, Computing is still expected to be up more than 20%, with AI/data center-related strength offsetting weakness in PC. Automotive/Industrial is likely the second strongest segment, and Communications is expected to be up high-single to low-double digits, thanks to exposure to iOS, whereas Consumer is likely to be a laggard and flat to up low-single digits. On the flip side, management expects operating margin dilution due to Arizona ramp-up costs flowing through operating expenses next year. Our estimates are revised higher for 2026 and, to a lesser degree, for 2027. Our price target is raised to $90. Maintain Buy."
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| 1 | Hims & Hers Health Registered (A) Hauptdiskussion | ||
| 2 | Investmentchancen | ||
| 3 | Hi & He - das nette Forum | ||
| 4 | Hims Experten Forum |
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| 1 | RHEINMETALL Hauptdiskussion | -4,29 % | |
| 2 | Hims & Hers Health Registered (A) Hauptdiskussion | -10,81 % | |
| 3 | NETLIST Hauptdiskussion | +14,24 % | |
| 4 | SABESP Hauptdiskussion | -1,42 % | |
| 5 | Wasserstoff | +4,21 % | |
| 6 | BTC/USD Hauptdiskussion | -0,52 % | |
| 7 | ROHÖL WTI Hauptdiskussion | +3,60 % | |
| 8 | CoinBase (Future ExChange) | +6,65 % | |
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| 10 | Aktuelles zu Almonty Industries | +5,95 % | Alle Diskussionen |
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| 1 | RHEINMETALL Hauptdiskussion | -4,29 % | |
| 2 | Hims & Hers Health Registered (A) Hauptdiskussion | -10,81 % | |
| 3 | NETLIST Hauptdiskussion | +14,24 % | |
| 4 | SABESP Hauptdiskussion | -1,42 % | |
| 5 | CoinBase (Future ExChange) | +6,65 % | |
| 6 | ELMOS SEMICONDUCTOR Hauptdiskussion | -14,20 % | |
| 7 | Aktuelles zu Almonty Industries | +5,95 % | |
| 8 | FISERV Hauptdiskussion | -1,93 % | |
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| 10 | PVA TEPLA Hauptdiskussion | -0,76 % | Alle Diskussionen |