Si-Pulse

As of 01/15/2026 at 09:28:22

Computing:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
Apple Inc.   AAPL 259.71 -0.1 9.4 24.9 269.5 281.3 2026-01-29
Advanced Micro Devices, Inc.   AMD 236.08 5.6 11.9 43.8 209.8 234.3 2026-02-03
Intel Corporation   INTC 48.80 0.2 4.6 10.9 53.5 44.4 2026-01-22
Lattice Semiconductor Corporation   LSCC 85.96 0.8 23.6 72.7 79.4 88.0 2026-02-03
Marvell Technology, Inc.   MRVL 82.75 1.9 9.4 24.1 89.6 97.2 2026-03-05
NVIDIA Corporation   NVDA 188.74 3.1 24.3 35.7 268.5 316.4 2026-02-25
Arm Holdings plc   ARM 107.18 2.1 25.1 68.3 N/A N/A 2026-02-04

Memory:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
Everspin Technologies, Inc.   MRAM 12.19 6.9 4.4 33.0 7.2 7.3 2026-02-05
Micron Technology, Inc.   MU 342.52 2.8 9.2 16.9 246.5 279.7 2026-03-17
Rambus Inc.   RMBS 107.22 6.6 16.1 32.0 101.8 109.0 2026-01-29
Western Digital Corporation   WDC 229.14 6.6 Review Review Review Review 2025-10-30

AI:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
Amazon.com, Inc.   AMZN 239.54 1.2 3.8 15.2 207.6 173.2 2026-02-05
Alphabet Inc.   GOOG 333.36 -0.9 10.3 18.7 327.9 332.0 2026-02-04
International Business Machines Corporation   IBM 304.43 -1.5 5.2 18.3 331.3 346.7 2026-01-28
Meta Platforms, Inc.   META 622.03 1.1 8.4 13.4 637.9 583.4 2026-01-28
Microsoft Corporation   MSFT 460.14 0.2 11.7 18.6 535.2 547.4 2026-01-28
Oracle Corporation   ORCL 193.02 -0.3 11.0 18.3 284.0 308.6 2026-03-09

Servers:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
Dell Technologies Inc.   DELL 121.88 2.7 1.0 9.3 126.3 143.7 2026-02-25
HP Inc.   HPQ 20.74 -0.1 0.7 6.8 21.4 21.7 2026-02-25
Super Micro Computer, Inc.   SMCI 29.72 5.1 Review Review Review Review 2025-11-04

Signal Processing:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
Analog Devices, Inc.   ADI 303.32 1.8 14.0 25.1 317.2 340.8 2026-02-18
Broadcom Inc.   AVGO 347.41 2.2 26.6 37.7 398.2 444.2 2026-03-04
Himax Technologies, Inc.   HIMX 8.64 1.6 1.5 12.5 N/A N/A 2026-02-06
Microchip Technology Incorporated   MCHP 74.82 0.2 11.0 29.7 77.1 81.2 2026-02-05
NXP Semiconductors N.V.   NXPI 240.57 -0.1 5.8 16.1 272.0 296.4 2026-02-02
QUALCOMM Incorporated   QCOM 163.04 -0.9 4.1 10.2 182.9 188.7 2026-02-04
Qorvo, Inc.   QRVO 81.11 -1.0 2.2 8.8 57.6 63.2 2026-01-27
STMicroelectronics N.V.   STM 28.25 1.3 2.0 6.8 30.4 31.2 2026-01-29
Skyworks Solutions, Inc.   SWKS 59.05 -1.4 2.1 6.0 58.0 41.8 2026-02-04
Texas Instruments Incorporated   TXN 191.94 -0.8 10.7 21.4 201.4 241.9 2026-01-27
Silicon Laboratories Inc.   SLAB 151.69 1.8 6.3 233.4 142.3 154.7 2026-02-04

EDA tools:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
Cadence Design Systems, Inc.   CDNS 322.60 3.0 16.8 35.5 371.6 390.3 2026-02-17
Synopsys, Inc.   SNPS 507.30 0.4 15.2 33.4 458.9 452.1 2026-02-25

Foundry:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
GlobalFoundries Inc.   GFS 42.21 2.1 3.3 9.4 31.4 31.7 2026-02-11
Taiwan Semiconductor Manufacturing Company Limited   TSM 348.61 6.6 15.2 21.2 357.0 381.1 2026-01-15
United Microelectronics Corporation   UMC 8.88 1.0 3.1 7.2 10.5 11.5 2026-01-28

Equipment:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
Axcelis Technologies, Inc.   ACLS 97.51 4.6 3.2 17.2 N/A N/A 2026-02-04
Applied Materials, Inc.   AMAT 325.62 7.9 9.1 27.4 271.6 280.2 2026-02-13
Entegris, Inc.   ENTG 115.44 10.9 6.6 20.4 100.3 104.4 2026-01-30
KLA Corporation   KLAC 1,564.14 9.0 16.6 35.1 1320.7 1440.8 2026-01-29
Lam Research Corporation   LRCX 221.22 6.0 14.2 38.5 168.9 184.7 2026-01-28
MKS Instruments, Inc.   MKSI 208.03 9.3 4.7 14.8 193.0 202.2 2026-02-05
ASML Holding N.V.   ASML 1,342.38 6.2 Review Review Review Review 2026-01-28
BE Semiconductor Industries N.V.   BESIY 201.16 5.5 24.0 59.4 187.0 168.5 2026-01-24

Packaging and Testing:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
Amkor Technology, Inc.   AMKR 50.42 3.6 1.9 12.0 N/A N/A 2026-01-27
Teradyne, Inc.   TER 231.10 0.4 12.8 50.5 170.5 178.7 2026-01-28
ASE Technology Holding Co., Ltd.   ASX 19.42 2.9 2.5 14.7 13.4 14.0 2026-01-30

Power Electronics:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
indie Semiconductor, Inc.   INDI 4.32 1.6 5.3 -26.3 3.3 4.4 2026-02-06
Monolithic Power Systems, Inc.   MPWR 1,029.98 4.7 18.1 49.3 1206.9 1306.3 2026-01-30
ON Semiconductor Corporation   ON 61.54 1.6 4.2 9.0 57.8 51.1 2026-02-04
Infineon Technologies AG   IFNNY 48.31 0.1 4.3 17.8 48.0 50.6 2026-02-04

Networking:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
Arista Networks, Inc.   ANET 133.06 6.4 18.7 38.4 158.9 178.8 2026-02-24
Ciena Corporation   CIEN 251.28 5.4 7.6 46.7 193.4 219.1 2026-03-10
Cisco Systems, Inc.   CSCO 75.81 1.9 5.5 15.1 76.9 80.2 2026-02-11
Coherent Corp.   COHR 205.19 11.4 5.8 21.4 155.8 164.8 2026-02-05
Extreme Networks, Inc.   EXTR 16.24 1.1 1.8 15.5 16.0 16.1 2026-01-28
F5, Inc.   FFIV 276.30 3.3 4.8 12.6 294.9 244.5 2026-01-27
Hewlett Packard Enterprise Company   HPE 22.36 1.2 1.6 8.3 21.0 23.0 2026-03-04
Fabrinet   FN 504.39 5.7 4.8 40.0 437.3 483.6 2026-02-02
Lumentum Holdings Inc.   LITE 352.94 6.4 14.7 80.8 253.0 324.2 2026-02-03
Palo Alto Networks, Inc.   PANW 191.48 0.3 13.7 43.8 220.1 239.2 2026-02-12
Viavi Solutions Inc.   VIAV 18.98 6.6 4.0 25.1 15.7 18.2 2026-01-29
Zscaler, Inc.   ZS 215.02 0.4 11.6 47.7 321.3 319.6 2026-03-05