Linear Technology Corp
What’s Caused Avago-Broadcom to Outperform Its Peers in 2016?
Fiscal 3Q16 will be the first quarter in which investors come to know the growth potential of Avago-Broadcom as a combined entity.
Shares of Cree Jumped on Fiscal Results on January 20
In fiscal 2Q16, Cree’s revenues rose 5% YoY to $435.8 million, beating the analyst estimates of $434.7 million. Cree’s stock then jumped by 9.7% to $26.6.
Texas Instruments’ 2Q16 Results Renew Investor Optimism
On July 26, 2016, one day after its earnings announcement, Texas Instruments’ stock rose by 9.8% to a 16-year high of $72.58.
Why ADI’s Stock Has Drawn Optimism from Analysts and Investors
Seasonal weakness is expected to hurt ADI’s fiscal 1Q17 revenues, though profit margins are likely to be less affected.
ADI’s Balance Sheet after the Linear Technology Acquisition
ADI is spending ~90% of its R&D expenses on its B2B segments of Industrial, Communications, and Automotive.
Why ADI’s Automotive Is a Future Growth Driver
Fiscal 2Q and 4Q are seasonally strong quarters for ADI’s Automotive segment. In fiscal 4Q16, the segment’s revenue rose 5%.
ADI in the Industrial Space: A Question of Momentum
ADI’s Linear Technology acquisition should boost the size of its Industrial, Communications, and Automotive segments.
ADI’s Acquisition Strategy: Focal Points
ADI’s biggest deal has been the acquisition of Linear Technology (LLTC).
Inside Xilinx’s Growth Potential in Industrial and A&D
While Xilinx reported revenue a fall in communications and data center in fiscal 2Q17, the fall was offset by 7% sequential growth in industrial and A&D.
Which Semiconductor Stocks Could Benefit Most from Trump’s Policies?
A day after the results of the US Presidential election were announced, some semiconductor stocks fell, but some rose.
ADI’s Stock Outperformed Peers in Fiscal 4Q16
Wall Street analysts have given a “buy” rating to ADI, whereas it has given a “hold” rating for TXN and MXIM.
Will ADI Maintain a Strong Profit Margin in Fiscal 4Q16?
ADI expects its gross margin to fall from 66% in fiscal 3Q16 to 65.5% in fiscal 4Q16.
Will Apple’s iPhone 7 Success Boost ADI’s Fiscal 4Q16 Earnings?
Analog and mixed-signal supplier Analog Devices (ADI) had a strong fiscal 3Q16 driven by orders from Apple (AAPL).
Qualcomm Got a Good Bargain at $110 per NXP Share
Qualcomm (QCOM) has agreed to acquire NXP Semiconductors (NXPI) in an all-cash deal worth $110 per share. QCOM shares rose 4.1%, and NXP shares rose 1.7%.
Will 2016’s Semiconductor Consolidation Wave Gobble Up Cypress?
Analysts have mixed views about the possibility of Cypress Semiconductor’s acquisition.
Why Did ADI’s Stock Underperform Peers?
In the past 52 weeks, ADI’s stock rose just 10%, whereas TXN’s stock rose by 43%, MXIM’s rose by 24.8%, and LLTC’s rose by 46.2% in the same period.
How Much Will ADI’s Acquisition of Linear Technology Impact Its Earnings?
ADI expects to complete the LLTC acquisition by fiscal 2H17. The acquisition would be immediately accretive to ADI’s non-GAAP EPS and FCF.
How Will Linear Technology’s Acquisition Impact Analog Devices’ Shareholders?
Analog Devices plans boost its earnings by acquiring Linear Technology in a cash-and-stock deal of $14.8 billion, of which ~$11 billion will be in cash.
How ADI Beat Its Own Earnings Guidance in Fiscal 3Q16
Analog Devices (ADI) recently announced the acquisition of Linear Technology for $14.8 billion and then revised its fiscal 3Q16 earnings guidance upward.
Why Cowen’s Analysts Favor Texas Instruments-Maxim Merger
Texas Instruments’ last major acquisition was of National Semiconductor in 2011. Cowen analysts have urged TXN to reignite acquisition talks with Maxim.
Which Segment Is Most Profitable for Texas Instruments?
Texas Instruments’ Analog segment contributes 62% to the company’s total revenue and is made up of high volume analog and other products.
How ADI Determined Linear Technology Was Worth Buying
ADI has raised its revenue estimates from $840 million to ~$865 million. It has also raised its non-GAAP earnings per share estimate from $0.74 to $0.78.
How Linear Technology Will Impact ADI’s Margins
In fiscal 2015, Linear Technology had a gross margin of 76% while ADI had a gross margin of 66%.
Linear Technology Wasn’t Looking to Sell to ADI—What Changed Its Mind?
Analog Devices has agreed to pay Linear Technology’s (LLTC) shareholders $46 in cash and 0.2321 ADI shares for every share of LLTC held at the close of the transaction.
Why Linear Technology’s Stock Soared 29% in Just 30 Minutes
On July 26, 2016, Analog Devices (ADI) announced that it is acquiring Linear Technology (LLTC) in a cash-stock deal worth $14.8 billion. This equates to $60 per share of Linear Technology.
Your Introductory Rundown of the Parnassus Asia Fund (PAFSX)
The Parnassus Asia Fund’s (PAFSX) documents define it as a multi-cap fund that invests in well-established companies “domiciled or headquartered in Asia.”
Microchip’s Analog Revenue Boosted Total Revenues in Fiscal 3Q16
Analog accounted for 31.2% of Microchip’s revenue in fiscal 3Q16—its highest contribution since the company’s inception.
Xilinx Posted Weak Guidance as Macro Uncertainties Prevailed
For fiscal 4Q16, Xilinx expects its revenue to remain flat at the fiscal 3Q16 level of $566 million, which is consistent with the consensus estimate.
Is LLTC Well-Positioned to Bear the Macro Headwinds?
Earlier, we saw that Linear Technology’s (LLTC) revenue fell 1.5% YoY (year-over-year) in fiscal 2Q16 due to seasonal weakness in the industrial space.
Analyzing 3Q15 R&D Expenditure for Broadcom, Micron, and Linear
In 3Q15, Broadcom’s (BRCM) expenses in research and development (or R&D) fell to $542 million from $573 million in 3Q14 and $609 million in 3Q13.
Macroeconomic Factors Affect Technology Stock Performance in 2015
Technology, Hardware, & Storage was the worst performing subsector, generating YTD returns of -26.21% due to macroeconomic factors.
Renewable Energy: Peeping into a Green Future
There’s still an uncertain regulatory environment in most parts of the world, which is holding back renewable energy growth.