Latest Articles
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Apple Is Poised For An Eventful September. Will Apple Suppliers Stocks Benefit Too?
Our indicative theme on Apple Component Supplier Stocks – which includes a diverse set of companies that supply components for iPhones and other iDevices – is up by about 13% year-to-date, roughly in line with the returns for Apple stock...
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Synopsys Stock To Continue Rising After An Earnings Boost?
Synopsys (NASDAQ: SNPS), a company that focuses on silicon design and verification, silicon intellectual property, and software security and quality, saw its stock rise by 13% to $317 in the last twenty-one trading days. In comparison, the bro...
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Jabil, Qualcomm: Apple Supplier Stocks To Buy Ahead Of iPhone 13 Launch
Our indicative theme on Apple Component Supplier Stocks – which includes a diverse set of companies that supply components for iPhones and other iDevices – is up by about 15% year-to-date, outperforming Apple (NASDAQ:AAPL) stock, which i...
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Forecast Of The Day: Qualcomm’s Mobile Chipset Shipments
What? Trefis expects Qualcomm (NASDAQ:QCOM) Mobile Chipset shipments to rise from around 575 million units in FY’20 to 690 million units in FY’21 and to over 800 million in FY’22. Why? Qualcomm is likely to see higher demand ...
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Why iPhone Component Suppliers Will Continue To Outperform Apple Stock
Our indicative theme on Apple Component Supplier Stocks – which includes a diverse set of companies that supply components for iPhones and other iDevices – is up by about 11% year-to-date, outperforming Apple (NASDAQ:AAPL) stock, which r...
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Qualcomm Stock: Buy For 30% Gains
Despite jumping 2x from its low in March 2020, at the current price of $131 per share, we believe Qualcomm stock (NASDAQ: QCOM) has strong upside potential. Qualcomm stock has risen from $61 to $131 off its March 2020 low, more than the S&P...
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Strong Demand Revival Could Help Qualcomm Stock Regain Recent Highs
Despite rising more than 2x from its low in March 2020, at the current price of $133 per share, we believe Qualcomm stock (NASDAQ: QCOM) has significant upside potential. Qualcomm stock has increased from $61 to $133 off its March 2020 bottom, ...
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How Is The Semiconductor Shortage Impacting 5G Stocks?
Our indicative theme of 5G Stocks – which includes U.S.-based companies that stand to benefit from the ongoing transition of the wireless industry to 5G – is up by about 8% year-to-date, compared to the S&P 500 which is up by about 9%...
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Synopsys Stock To Grow 20%?
[Updated 04/06/2021] Synopsys Update After growing 190% since the end of FY2018 (ended October 2018), Synopsys’ stock (NASDAQ: SNPS) still has upside potential of nearly 20% as per consensus estimates. Synopsys, a company that focuses ...
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Qualcomm Stock: A Bargain Buy?
Despite already rising 2x from its low in March 2020, at the current price of $123 per share, we believe Qualcomm stock (NASDAQ: QCOM) has further upside potential. Qualcomm stock has increased from $61 to $123 off the 2020 bottom, more than th...
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Qualcomm, Jabil: Should Apple’s Suppliers Look Forward To A Strong 2021?
Our theme on Apple Component Supplier Stocks – which includes names such as Qorvo (NASDAQ:QRVO), Qualcomm (NASDAQ: QCOM), and Skyworks Solutions (NASDAQ:SWKS) – returned a solid 59% over 2020, driven by the launch of the iPhones 12...
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What’s The Downside For Qualcomm Stock?
Up almost 2.5x since March, we believe Qualcomm stock (NASDAQ: QCOM) could see significant downside. Qualcomm stock is up almost 70% so far this year. It traded at $91 in February 2020 – just before the outbreak of coronavirus – and is currentl...
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Qualcomm, Skyworks, Qorvo: 5G Stocks Benefit From iPhone 12 Tailwinds
5G has emerged as a hot investment theme this year. While major U.S. carriers have been upgrading to the next-gen technology for over a year now, consumer adoption is also likely to pick up meaningfully as Apple (NASDAQ:AAPL) has embraced the tec...
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Forecast of the Day: Qualcomm’s Mobile Device Chipset Pricing
Qualcomm (NASDAQ: QCOM) has received permission from the U.S. to sell 4G chips to Huawei. The company didn’t specify what 4G products it can sell to Huawei – only that the products were related to mobile devices. Qualcomm still has ...
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Company of the Day: Qualcomm
Qualcomm (NASDAQ: QCOM) has reported upbeat fiscal Q4 results along with an upside forecast for the current quarter. CEO Steve Mollenkopf said that the strong results demonstrate that the company’s investments in 5G are coming to fruition a...
