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<Research>JPM: Semiconductor & Equipment Industry's 4Q Results Likely in Line or Beat; Nvidia, Broadcom Rated Overweight
Recommend 33 Positive 36 Negative 26 |
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With the semiconductor/ semiconductor equipment industry entering 4Q25 earnings season (and the broader 2026), JPMorgan expects companies to announce 4Q25 results that meet or exceed expectations, while providing constructive commentary on 1Q26 and full-year 2026 outlook, which will support the positive earnings revision trend the broker has observed in recent quarters. JPMorgan remains selective on covered stocks and continues to favor its top picks, assigning an Overweight rating to Broadcom (AVGO.US), Marvell (MRVL.US), Nvidia (NVDA.US), Analog Devices (ADI.US), Micron (MU.US), KLA Corporation (KLAC.US), and Synopsys (SNPS.US). Among small semiconductor companies, JPMorgan is bullish about MACOM Technology Solutions (MTSI.US) (rated Neutral) and Astera Labs (ALAB.US) (rated Overweight), as they are benefiting from infrastructure and AI/data center spending. AAStocks Financial News |
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