reports
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Analog Devices, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 22 November 2024 in which we reassessed the appropriateness of the ratings in the cont...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Play the Hand You're Dealt We continue to play the hand we have been dealt; in this market that refers to riding the trend higher on the S&P 500 and Nasdaq 100, and being overweight large-cap growth, considering the Russell 1000 Growth vs. Value ratio is breaking out from a 4-year base. This suggests growth's outperformance is likely to continue in the months ahead. Historically, growth outperforms during bull markets, so none of this should come as a surprise. Market dynamics continue to decis...
NXPIN NXP SEMICONDUCTORS NV
ADI ANALOG DEVICES INC.
TXN TEXAS INSTRUMENTS INCORPORATED
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
NVDA NVIDIA CORPORATION
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
HIMX HIMAX TECHNOLOGIES INC. SPONSORED ADR
DIOD DIODES INCORPORATED
AMBA AMBARELLA INC.
CRUS CIRRUS LOGIC INC.
MTSI MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC.
PI IMPINJ INC.
ASML ASML HOLDING N.V.
SGH SMART GLOBAL HOLDINGS INC.
AMD ADVANCED MICRO DEVICES INC.
AVGO BROADCOM INC.
TSEM TOWER SEMICONDUCTOR LTD
SITM SITIME
MRVL MARVELL TECHNOLOGY INC
Moody's rates Analog Devices' senior notes at A2
Moody's Ratings (Moody's) rated Analog Devices, Inc.'s (Analog) new senior unsecured notes (New Notes) at A2. The A2 rating on Analog's existing senior unsecured notes, the P-1 short term rating, and the stable outlook are unchanged. Net proceeds from the New Notes will eventually be used to fund ...
Moody's announces completion of a periodic review of ratings of Analog...
Moody's Investors Service (Moody's) has completed a periodic review of the ratings of Analog Devices, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 16 January 2024 in which Moody's reassessed the appropriateness of the ratin...
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
DOV DOVER CORPORATION
SON SONOCO PRODUCTS COMPANY
ADI ANALOG DEVICES INC.
UCTT ULTRA CLEAN HOLDINGS INC.
TXN TEXAS INSTRUMENTS INCORPORATED
SLAB SILICON LABORATORIES INC.
RBC REGAL BELOIT CORP
POWI POWER INTEGRATIONS INC.
NDSN NORDSON CORPORATION
MPWR MONOLITHIC POWER SYSTEMS INC.
MKSI MKS INSTRUMENTS INC.
MIDD MIDDLEBY CORPORATION
MCHP MICROCHIP TECHNOLOGY INCORPORATED
FCX FREEPORT-MCMORAN INC.
DIOD DIODES INCORPORATED
BERY BERRY GLOBAL GROUP INC
B BARNES GROUP INC.
AMBA AMBARELLA INC.
MHK MOHAWK INDUSTRIES INC.
SWKS SKYWORKS SOLUTIONS INC.
CENX CENTURY ALUMINUM COMPANY
ENPH ENPHASE ENERGY INC.
KLIC KULICKE & SOFFA INDUSTRIES INC.
LSCC LATTICE SEMICONDUCTOR CORPORATION
XYL XYLEM INC.
TYIA JOHNSON CONTROLS INTERNATIONAL PLC
JELD JELD-WEN HOLDING INC.
ICHR ICHOR HOLDINGS LTD.
MATW MATTHEWS INTERNATIONAL CORPORATION CLASS A
A2H5RW ERO COPPER
STM STABILUS SE
- Pierre FerraguÊ
Bible 2Q23 – Industrials: The cyclical pullback we were expecting is t...
Today, we are publishing the Industrials section of our 20th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 130 companies we track, providing an update on our key perspectives and convictions. Revenues are expected to decline next quarter as several companies begin to experience an inventory correction and weakness in demand. Consensus expectations reflect a soft landing in the second half a...
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
ADI ANALOG DEVICES INC.
VSAT VIASAT INC.
SEE SEALED AIR CORPORATION
SCL STEPAN COMPANY
KRO KRONOS WORLDWIDE INC.
KHC KRAFT HEINZ COMPANY
GPK GRAPHIC PACKAGING HOLDING COMPANY
GIS GENERAL MILLS INC.
CPB CAMPBELL SOUP COMPANY
BWA BORGWARNER INC.
BLL BALL CORPORATION
LEG LEG IMMOBILIEN AG
ENPH ENPHASE ENERGY INC.
JKS JINKOSOLAR HOLDING CO. LTD. SPONSORED ADR
MBUU MALIBU BOATS INC. CLASS A
TTC TORO COMPANY
ASIX ADVANSIX INC.
AA ALCOA CORPORATION
TSEM TOWER SEMICONDUCTOR LTD
CTVA CORTEVA INC
LHX L3HARRIS TECHNOLOGIES INC
OM OUTSET MEDICAL
CSIOY CASIO COMPUTER CO
FREY ALUSSA ENERGY ACQUISITION CORP
GFS GASFRAC ENERGY SERVICES
INC.
- Pierre FerraguÊ
ADI ANALOG DEVICES INC.
ON ON SEMICONDUCTOR CORPORATION
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
MCHP MICROCHIP TECHNOLOGY INCORPORATED
INTC INTEL CORPORATION
2330 TSMC
6615 UMC ELECTRONICS
AMD ADVANCED MICRO DEVICES INC.
STM STMICROELECTRONICS NV
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
MBBYF MOBILEYE NV
WOLF WOLFSPEED INC
- Pierre FerraguÊ
Bible 1Q23 – Industrials: Downcycle approaching?
Today, we are publishing the Industrials section of our 19th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 130 companies we track, providing an update on our key perspectives and convictions. We are at a turning point in the cycle, revenue growth continues to decelerate and some players are now signaling for a slowdown beginning next quarter. Inventory levels in the industrial end-market re...
Moody's upgrades Analog Devices to A2 and assigns P-1 to new commercia...
Moody's Investors Service (Moody's) upgraded Analog Devices, Inc.'s (Analog) senior unsecured rating to A2 from A3. Moody's also assigned a P-1 short term rating to Analog's new commercial paper program. The outlook is stable. Upgrades: ..Issuer: Analog Devices, Inc. ....Senior Unsecured Regula...
- Pierre FerraguÊ
ADI ANALOG DEVICES INC.
ON ON SEMICONDUCTOR CORPORATION
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
MCHP MICROCHIP TECHNOLOGY INCORPORATED
INTC INTEL CORPORATION
2330 TSMC
6615 UMC ELECTRONICS
AMD ADVANCED MICRO DEVICES INC.
STM STMICROELECTRONICS NV
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
MBBYF MOBILEYE NV
WOLF WOLFSPEED INC
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.