Analog semiconductor stocks post strong Q1, Microchip Technology revenue surges 35%

Earnings
โดย Yahoo Finance·Read original
Summary · why it matters

Analog semiconductor stocks tracked by the publication delivered a strong first quarter, with aggregate revenues beating analyst consensus estimates by 1.5% and next-quarter revenue guidance coming in 5.7% above expectations. Microchip Technology reported revenue of $1.31 billion, up 35.1% year-on-year and exceeding analyst estimates by 3.8%, while also beating earnings per share estimates and providing revenue guidance above expectations. Texas Instruments posted revenue of $4.83 billion, up 18.6% year-on-year and surpassing estimates by 6.6%, marking the biggest analyst estimate beat among its peers. Universal Display recorded revenue of $142.2 million, down 14.5% year-on-year and missing estimates by 11%, making it the slowest-growing and weakest performer relative to estimates in the group. Sensata Technologies reported revenue of $934.8 million, up 2.6% year-on-year and beating estimates by 0.8%, but provided the weakest guidance update among peers. Monolithic Power Systems achieved revenue of $804.2 million, up 26.1% year-on-year and beating estimates by 2.8%, with next-quarter revenue guidance and operating income also exceeding expectations. Share prices of the 15 analog semiconductor stocks tracked have risen 11.4% on average since their latest earnings results.

Impact on stocks 5

Semiconductors▲ · 3 stocks
Monolithic Power Systems Inc
MPWR
▲ PositiveCapitalrelevance

Revenue up 26.1% YoY, beating estimates by 2.8%, with guidance and operating income also exceeding expectations.

Spatial Computing / AR/VR▼ · 1 stocks
Universal Display
OLED
▼ NegativeCapitalrelevance

Revenue down 14.5% YoY, missing estimates by 11%, weakest performer in the group.

Electrification & Mobility▲ · 1 stocks

Theme Impact 1

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