TechFlow reports, July 6, according to Chaoxiang Research, the SOX rose 88% in Q2, Goldman Sachs believes an earnings beat is highly probable, but pressure from stock prices pricing in gains early also exists. Covered targets are expected to beat expectations across the board this quarter, AI server chips provide the strongest drive, industrials and autos still lag behind. The tactical list clearly favors AMAT (target price $645), AMD ($640), ON ($95); cautious on KLAC (neutral), ARM (bearish), Q is rated buy but the risk-reward ratio is weak. Goldman Sachs' 2027 EPS forecast for AMD is 13% higher than market consensus. Memory has the highest upside, SNDK target price raised from $1,200 to $2,200, STX raised to $960, WDC raised to $650 (up 240% year-to-date).
Risk Disclosure: This website's content is not investment advice and offers no trading guidance or related services. Per regulations from the PBOC and other authorities, users must be aware of virtual currency risks. Contact us / [email protected] ICP License: 琼ICP备2022009338号
