FMP
Jun 19, 2022 2:13 AM - Davit Kirakosyan
Deutsche Bank analysts provided their key takeaways from KLA Corporation (NASDAQ:KLAC) Investor Day. The company laid out its 4-year financial model and provided revenues/EPS targets of $14 billion/$38 by 2026 on sustained process control intensity gains (from 6% to 7.25% of WFE) as well as market share gains in both SPC and EPC segments.
Most importantly, the company’s financial outlook suggests a meaningfully bigger and more stable wafer fab equipment (WFE) market given today's much broader adoption of semiconductors in the industry.
The analysts said they feel strongly about the catalysts to process control growth that the company expects to play out over the next three years: (1) resumed scaling through broad-based EUV adoption and the transition to gate-all-around, (2) growing design starts at advanced nodes, and (3) increased focus on yields at the back-end of line triggered by reliability requirements of automotive semis and advanced packaging.
Sep 11, 2023 1:38 PM - Rajnish Katharotiya
Price to Earnings is one of the key metrics use to value companies using multiples. The P/E ratio and other multiples are relative valuation metrics and they cannot be looked at in isolation. One of the problems with the P/E metric is the fact that if we are in the peak of a business cycle, earni...
Sep 11, 2023 1:49 PM - Rajnish Katharotiya
Price-to-Earnings ratio is a relative valuation tool. It is used by investors to find great companies at low prices. In this post, we will build a Python script to calculate Price Earnings Ratio for comparable companies. Photo by Skitterphoto on Pexels Price Earnings Ratio and Comparable Compa...
Oct 17, 2023 3:09 PM - Davit Kirakosyan
Shares of VMware (NYSE:VMW) witnessed a sharp drop of 12% intra-day today due to rising concerns about China's review of the company's significant sale deal to Broadcom. Consequently, Broadcom's shares also saw a dip of around 4%. Even though there aren’t any apparent problems with the proposed solu...