Analog semiconductor stocks post strong Q1, Texas Instruments leads with 18.6% revenue growth

Earnings
โดย StockStory·Read original
Summary · why it matters

The 15 analog semiconductor stocks tracked by StockStory reported a strong first quarter, with aggregate revenues beating analyst consensus estimates by 1.5% and next-quarter revenue guidance coming in line. Texas Instruments delivered the best performance, reporting revenues of $4.83 billion, up 18.6% year over year and exceeding expectations by 6.6%, while Universal Display was the weakest, with revenues of $142.2 million, down 14.5% year over year and missing estimates by 11%. Skyworks Solutions reported revenues of $943.7 million, flat year over year but beating estimates by 4.6%, though its stock fell 1.1% since the release. Other notable performers included Vishay Intertechnology, which posted revenues of $839.2 million, up 17.3% year over year, and Power Integrations, with revenues of $108.3 million, up 2.6% year over year. Share prices across the group have risen 17.1% on average since the latest earnings results.

Impact on stocks 5

Semiconductors▲ · 4 stocks
Texas Instruments Incorporated
TXN
▲ PositiveDemandrelevance

Texas Instruments reported revenues up 18.6% year over year, exceeding expectations by 6.6%, indicating strong demand.

Power Integrations Inc
POWI
▲ PositiveDemandrelevance

Power Integrations reported revenues up 2.6% year over year, showing modest demand growth.

Skyworks Solutions Inc
SWKS
± MixedDemandrelevance

Skyworks Solutions reported revenues flat year over year but beat estimates by 4.6%; stock fell 1.1% since release, mixed signals.

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

Universal Display reported revenues down 14.5% year over year and missed estimates by 11%, indicating weak end-customer demand.

Theme Impact 1

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