MACOM leads analog chip peers with highest guidance raise in Q1

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

MACOM Technology Solutions posted the highest guidance raise among 15 tracked analog semiconductor stocks in the first quarter. The company reported revenues of $289 million, up 22.5% year on year, beating analysts' estimates by 1.2%. Texas Instruments delivered the biggest analyst estimate beat with revenues of $4.83 billion, up 18.6% year on year, exceeding expectations by 6.6%. Universal Display had the weakest performance, with revenues of $142.2 million, down 14.5% year on year, missing estimates by 11%. Monolithic Power Systems reported revenues of $804.2 million, up 26.1% year on year, topping expectations by 2.8%, while Impinj posted flat revenues of $74.25 million, beating estimates by 2.4%. Overall, the group's revenues beat consensus estimates by 1.5% and next-quarter revenue guidance came in 5.7% above expectations.

Impact on stocks 5

Semiconductors▲ · 3 stocks
Texas Instruments Incorporated
TXN
▲ PositiveCapitalrelevance

Texas Instruments delivered the biggest analyst estimate beat with revenues up 18.6% YoY, exceeding expectations by 6.6%.

Monolithic Power Systems Inc
MPWR
▲ PositiveCapitalrelevance

Monolithic Power Systems reported revenues up 26.1% YoY, beating estimates by 2.8%, part of a strong sector earnings season.

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

Universal Display had the weakest performance with revenues down 14.5% YoY, missing estimates by 11%.

Information Technology▲ · 1 stocks
Impinj Inc
PI
± MixedCapitalrelevance

Impinj reported flat revenues of $74.25M, beating estimates by 2.4%, but no clear positive or negative signal.

Theme Impact 1

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