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."
Mehr zu diesem Wert
|
|
Thema | ||
|---|---|---|---|
| 1 | Hims & Hers Health Registered (A) Hauptdiskussion | ||
| 2 | Investmentchancen | ||
| 3 | Hi & He - das nette Forum | ||
| 4 | Hims Experten Forum |
|
|
Thema | ||
|---|---|---|---|
| 1 | RHEINMETALL Hauptdiskussion | -2,42 % | |
| 2 | Security der nächsten Generation | +10,50 % | |
| 3 | PLUG POWER Hauptdiskussion | +8,97 % | |
| 4 | Hims & Hers Health Registered (A) Hauptdiskussion | +3,15 % | |
| 5 | Investmentchancen | +3,15 % | |
| 6 | DAX Hauptdiskussion | ±0,00 % | |
| 7 | Beyond Meat Hauptdiskussion | -3,03 % | |
| 8 | Metaplanet | +1,09 % | |
| 9 | Cleanspark: $CLSK | +0,75 % | |
| 10 | Diginex | -2,31 % | Alle Diskussionen |
|
|
Thema | ||
|---|---|---|---|
| 1 | RHEINMETALL Hauptdiskussion | -2,42 % | |
| 2 | Security der nächsten Generation | +10,44 % | |
| 3 | PLUG POWER Hauptdiskussion | +8,35 % | |
| 4 | Hims & Hers Health Registered (A) Hauptdiskussion | +0,40 % | |
| 5 | Investmentchancen | +0,40 % | |
| 6 | Beyond Meat Hauptdiskussion | -3,03 % | |
| 7 | Metaplanet | +1,09 % | |
| 8 | Cleanspark: $CLSK | +0,70 % | |
| 9 | NVIDIA Hauptdiskussion | +2,03 % | |
| 10 | Diginex | -2,31 % | Alle Diskussionen |