반응형 US Stock Analysis28 Ciena (CIEN) Stock Analysis: Can Growth Catch the Price? Ciena (NYSE: CIEN) stock analysis has become a study in two very different speeds. The business is moving quickly: fiscal second-quarter revenue rose 39.5%, margins recovered, and free cash flow reached $218.7 million.The stock moved faster. At the August 31 close of $382.80, Ciena carried a $54.19 billion market value and traded at 9.73 times trailing revenue. The question is no longer whether .. 2026. 9. 1. Medtronic (MDT) Stock Analysis: Why EPS Stayed Flat Despite 10-Year-High Revenue Growth Medtronic (NYSE: MDT) closed fiscal 2026 with revenue of $36.36 billion, up +8.4% as reported and +5.8% organic, the fastest annual growth the company has posted in a decade. This MDT stock analysis works through what produced that growth, why non-GAAP earnings per share still sits where it did four years ago, what the MiniMed spin-off changes, how the shares are priced against Boston Scientific.. 2026. 8. 31. Credo (CRDO) Stock Analysis: GAAP vs Non-GAAP Earnings Gap Credo Technology Group (NASDAQ: CRDO) is one of the fastest-growing AI connectivity companies in the semiconductor sector: fiscal 2026 revenue rose +205.7% to $1.34 billion. This CRDO stock analysis works through the gap between Credo's GAAP and non-GAAP earnings, its stock-based compensation, its customer concentration, its guidance track record, and its valuation.Start with the number the comp.. 2026. 8. 31. TSMC (TSM) Stock: 60% Margins and Guidance It Keeps Beating There are two kinds of chip companies: the ones that design chips and outsource the manufacturing, and the ones that build other people's designs for a fee. The second kind — the foundry — is contract manufacturing, and contract manufacturing is supposed to run on thin margins.TSMC posted a 60.3% operating margin for the second quarter of 2026. The company that builds the chips kept a fatter mar.. 2026. 8. 30. Previous 1 2 3 4 5 Next 반응형
