반응형 chipstocks5 KLA (KLAC) Stock: Net Income Up 19% and Cash Flow Flat KLA Corporation (NASDAQ: KLAC) grew fiscal 2026 revenue +11.7% to $13.58 billion and net income +18.9% to $4.83 billion, yet free cash flow rose only +0.5% to $3.77 billion. Growth in inventory and receivables explains 102.6% of the gap between earnings and cash. Purchase commitments to suppliers reached $5.97 billion at June 30, 2.5 times the year before, which means KLA has already paid for, o.. 2026. 10. 18. ASML Stock Analysis: The Bookings Line That Went Missing ASML (ASML) Q2 2026 Earnings: Record Margin, Missing LineASML Holding NV (NASDAQ: ASML) reported second-quarter 2026 net sales of $10.9 billion equivalent, or €9.33 billion, with an operating margin of 37.1%, the highest in twelve quarters. The summary table at the top of that press release no longer carries a line the company had published for twenty straight quarters: net bookings. This ASML s.. 2026. 9. 11. Applied Materials (AMAT) Stock: 9 Straight Guidance Beats Applied Materials (NASDAQ: AMAT) grew trailing twelve-month revenue 7.8% to $30.8 billion, while its market capitalization rose 189.9% over the same year to $360.9 billion. This AMAT stock analysis works through why the trailing figure understates the business, how the company's own guidance record supports the re-rating, what split the 2.9x market cap increase into earnings and multiple, where .. 2026. 9. 9. Qualcomm (QCOM) Stock Analysis: Non-Handset Mix and Margin Qualcomm (NASDAQ: QCOM) posted $9.95 billion in fiscal third-quarter revenue, down 4.0% from a year earlier, while five semiconductor peers all grew at double-digit rates. This QCOM stock analysis works through the segment data behind that gap: the handset decline, the automotive and IoT revenue that replaced part of it, the margin the company gave up in the process, two offsetting tax items tha.. 2026. 9. 8. AMD Stock Analysis: Q2 2026 Earnings and the Debt Raise AMD (AMD) Q2 2026 Earnings: Record RevenueAdvanced Micro Devices (NASDAQ: AMD) reported second-quarter 2026 revenue of $11.54 billion, up 50% year over year, with Data Center revenue more than doubling to $6.72 billion. This AMD stock analysis works through the quarter's segment results, the composition of net income, the $4.75 billion of senior notes the company issued three weeks after reporti.. 2026. 9. 5. Previous 1 Next 반응형
