FMP
Nov 26, 2022 2:02 AM - Davit Kirakosyan
Deutsche Bank analysts provided their outlook on Marvell Technology, Inc. (NASDAQ:MRVL) ahead of the Q3 report, scheduled on Dec 1.
The analysts expect the company to deliver approximately in-line results and a slight miss on the guide, with most investors focused on Q4/2023 outlook especially around the sustainability of growth into next year, as skepticism around Enterprise and Data Center demand strength rises amidst the significant cost reduction/OPEX cuts announced by large hyperscalers and the on-going macro headwinds that have caused so many semi companies to guide lower.
The analysts lowered their revenue/EPS estimates by 3%/4% as they expect co-specific tailwinds in Cloud (over $400 million wins), 5G ramp in H2/23, and Auto to be somewhat offset by softness in Enterprise Networking, Industrial and Consumer end-markets.
Sep 11, 2023 - Rajnish Katharotiya
During this post we are going to perform an industry analysis with Python. We will build, analyse and compare all stocks operating within an industry. To do so, we will pick an industry and get all important financial metrics for companies operating in that industry. Then, we will use a couple of fi...
Sep 11, 2023 - 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 - Rajnish Katharotiya
Would you like to know how your portfolio is performing and how much risk you are taking? In this post, you will learn how to measure portfolio risk and calculate portfolio returns using Python. We will see step by step how to calculate the risk and returns of a portfolio containing four stocks Appl...