Si-Pulse

As of 08/22/2025 at 13:04:25

Computing:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
Apple Inc.   AAPL 227.71 1.2 8.5 22.7 236.1 239.8 2025-10-30
Advanced Micro Devices, Inc.   AMD 167.75 2.5 9.2 33.2 157.6 173.6 2025-11-04
Arm Holdings plc   ARM 137.92 3.5 34.8 107.7 N/A N/A 2025-10-30
Intel Corporation   INTC 24.79 5.5 2.7 6.9 19.6 23.4 2025-10-24
Lattice Semiconductor Corporation   LSCC 64.16 4.3 17.8 49.2 61.9 62.6 2025-11-03
Marvell Technology, Inc.   MRVL 73.00 2.5 10.3 23.5 106.9 115.7 2025-08-28
NVIDIA Corporation   NVDA 177.94 1.7 29.0 45.3 227.2 220.0 2025-08-27

Memory:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
Everspin Technologies, Inc.   MRAM 6.44 5.6 2.0 10.8 5.8 6.2 2025-11-05
Micron Technology, Inc.   MU 117.62 1.6 4.1 8.3 111.2 122.5 2025-09-24
Rambus Inc.   RMBS 73.77 4.7 11.4 23.0 81.8 84.1 2025-10-27
Western Digital Corporation   WDC 76.97 3.1 Review Review Review Review 2025-10-23

AI:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
Amazon.com, Inc.   AMZN 228.67 3.0 3.7 15.7 208.8 208.0 2025-10-30
Alphabet Inc.   GOOG 206.72 3.0 6.6 12.9 193.0 185.6 2025-10-23
International Business Machines Corporation   IBM 242.09 1.1 4.4 17.4 263.4 257.4 2025-10-22
Meta Platforms, Inc.   META 754.79 2.1 10.6 16.8 551.7 605.7 2025-10-29
Microsoft Corporation   MSFT 507.38 0.6 13.4 22.0 498.4 487.4 2025-10-29
Oracle Corporation   ORCL 236.37 1.4 13.3 24.6 212.3 201.1 2025-09-08

Servers:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
Dell Technologies Inc.   DELL 130.84 2.4 1.2 11.0 126.0 125.2 2025-08-28
HP Inc.   HPQ 27.74 4.4 0.7 6.2 26.2 24.8 2025-08-27
Super Micro Computer, Inc.   SMCI 43.88 3.7 Review Review Review Review 2025-08-05

Signal Processing:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
Analog Devices, Inc.   ADI 252.20 2.1 12.6 22.9 281.6 283.7 2025-11-20
Broadcom Inc.   AVGO 294.00 1.5 25.5 36.4 257.1 253.6 2025-09-03
Himax Technologies, Inc.   HIMX 7.82 4.3 1.2 9.8 N/A N/A 2025-11-06
Microchip Technology Incorporated   MCHP 69.14 5.3 10.2 26.4 62.0 55.8 2025-11-07
NXP Semiconductors N.V.   NXPI 234.83 4.9 5.7 15.4 233.3 213.5 2025-10-21
QUALCOMM Incorporated   QCOM 158.01 2.5 4.1 10.3 184.8 180.8 2025-10-30
Qorvo, Inc.   QRVO 92.95 4.4 2.5 11.5 70.1 81.6 2025-10-28
Silicon Laboratories Inc.   SLAB 145.12 7.5 6.3 -283.8 144.6 146.4 2025-11-03
STMicroelectronics N.V.   STM 27.52 6.3 1.8 9.0 24.5 22.7 2025-10-23
Skyworks Solutions, Inc.   SWKS 77.29 3.7 2.8 8.3 92.5 87.0 2025-11-05
Texas Instruments Incorporated   TXN 206.06 2.7 12.3 24.6 211.7 199.3 2025-10-21

EDA tools:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
Cadence Design Systems, Inc.   CDNS 349.00 0.4 18.6 39.8 348.8 371.8 2025-10-27
Synopsys, Inc.   SNPS 606.52 1.4 14.6 40.1 528.7 521.4 2025-09-09

Foundry:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
GlobalFoundries Inc.   GFS 34.49 5.8 2.8 7.7 38.5 38.2 2025-11-04
Taiwan Semiconductor Manufacturing Company Limited   TSM 232.99 2.5 10.9 15.1 281.5 263.9 2025-10-16
United Microelectronics Corporation   UMC 6.77 0.4 2.3 5.3 8.2 7.0 2025-10-29

Equipment:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
Axcelis Technologies, Inc.   ACLS 81.29 3.5 2.3 11.4 63.2 59.8 2025-11-05
Applied Materials, Inc.   AMAT 162.37 1.6 4.5 12.9 193.5 192.7 2025-11-13
Entegris, Inc.   ENTG 87.76 6.9 5.3 16.5 92.8 97.5 2025-10-30
KLA Corporation   KLAC 870.28 -0.2 9.6 20.6 960.1 975.0 2025-10-29
Lam Research Corporation   LRCX 100.08 1.7 6.8 19.0 120.5 135.4 2025-10-29
MKS Instruments, Inc.   MKSI 105.25 5.9 3.0 9.4 151.1 145.5 2025-11-05
ASML Holding N.V.   ASML 754.89 2.7 8.3 21.1 1071.6 1069.5 2025-10-15
BE Semiconductor Industries N.V.   BESIY 136.25 1.1 16.7 46.3 138.3 118.4 2025-10-24

Packaging and Testing:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
Amkor Technology, Inc.   AMKR 24.09 3.8 0.9 5.8 N/A N/A 2025-10-29
Teradyne, Inc.   TER 115.30 5.5 6.4 24.6 110.7 119.7 2025-10-22
ASE Technology Holding Co., Ltd.   ASX 9.86 2.4 1.4 8.6 10.0 10.5 2025-10-30

Power Electronics:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
indie Semiconductor, Inc.   INDI 4.62 7.9 5.3 -30.9 3.2 4.0 2025-11-06
Monolithic Power Systems, Inc.   MPWR 844.00 2.8 15.5 44.6 969.9 1036.0 2025-10-30
ON Semiconductor Corporation   ON 51.85 6.2 3.5 7.3 54.6 44.8 2025-11-03
Infineon Technologies AG   IFNNY 43.04 2.5 3.8 18.2 39.4 39.9 2025-11-05

Networking:

Company Ticker Market Price Up (Down), % EV/ S EV/ EBITDA Fair Price Target Price Next Earn. Call
Arista Networks, Inc.   ANET 133.25 0.9 20.0 40.9 123.1 128.0 2025-11-05
Ciena Corporation   CIEN 89.81 2.8 3.1 24.7 85.8 84.8 2025-09-04
Cisco Systems, Inc.   CSCO 67.32 0.4 5.0 13.8 68.3 66.5 2025-11-12
Coherent Corp.   COHR 89.90 3.8 2.9 12.1 113.3 104.1 2025-11-06
Extreme Networks, Inc.   EXTR 20.67 3.6 2.4 22.2 16.6 16.4 2025-10-29
F5, Inc.   FFIV 317.23 1.0 5.7 15.1 324.0 306.1 2025-10-27
Fabrinet   FN 294.35 6.2 2.8 23.3 300.5 290.6 2026-11-18
Hewlett Packard Enterprise Company   HPE 22.45 2.9 1.3 7.0 20.1 20.4 2025-09-03
Lumentum Holdings Inc.   LITE 119.34 1.6 6.2 257.9 113.8 117.7 2025-11-06
Palo Alto Networks, Inc.   PANW 185.88 1.4 13.3 43.0 214.6 210.9 2025-11-18
Viavi Solutions Inc.   VIAV 11.10 3.0 2.4 14.9 11.7 12.4 2025-10-30
Zscaler, Inc.   ZS 272.52 0.8 16.0 65.9 226.4 300.4 2025-09-02