FMP
Aug 2, 2022 10:41 PM - Davit Kirakosyan
Rambus Inc. (NASDAQ:RMBS) reported its Q2 results, with EPS of $0.31 coming in worse than the Street estimate of $0.40. Revenue was $121.1 million, compared to the Street estimate of $137.2 million.
Despite the delays in DDR5-based server platforms, the company is seeing strong demand for its DDR4 buffer chips gated only by supply constraints, and management mentioned no signs of cancellations/pushouts in orders despite the uncertain macro.
The analyst at Deutsche Bank mentioned they were encouraged to see the company's introduction of new companion chips and appreciate management's strategy to strengthen the development of CXL chips through M&A.
In Silicon IP, the company reiterated a revenue run-rate of $120-130 million (vs. $100 million in 2021), which should continue to expand from incremental opportunities in areas such as automotive and government.
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...