reports
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
- Valens Research
Valens Equity Insights and Inflections - 2022 03 22
HTLF (HTLF) has been expanding its scale, helping to improve ROE and drive significant equity growth. Uniform Accounting highlights the company's operational improvements that the market is missing, indicating equity upside. HTLF has been acquiring banks to expand away from the Midwest and into the American West and Southwest. These banks are positioned in higher growth parts of the country, and the company's larger scale has helped improve profitability that the market is not pricing in. ...
ADI ANALOG DEVICES INC.
REGN REGENERON PHARMACEUTICALS INC.
PAYC PAYCOM SOFTWARE INC.
MPWR MONOLITHIC POWER SYSTEMS INC.
HTLF HEARTLAND FINANCIAL USA INC.
FLT FLEETCOR TECHNOLOGIES INC.
ORLY O'REILLY AUTOMOTIVE INC.
HLT HILTON WORLDWIDE HOLDINGS INC
BKNG BOOKING HOLDINGS INC.
FOXA FOX CORPORATION CLASS A
- Valens Research
ADI - Embedded Expectations Analysis - 2022 03 21
Analog Devices, Inc. (ADI) currently trades near corporate and historical averages relative to Uniform earnings, with a 23.4x Uniform P/E (Fwd. V/E'). At these levels, markets are pricing in expectations for Uniform ROA to expand to 31%, accompanied by 5% Uniform asset growth. Similarly, analysts expect Uniform ROA to improve to 29% by 2023, albeit with a stronger 18% Uniform asset growth. If sustained going forward, these levels would imply a stock price closer to $260, representing signifi...
- 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.
ZBRA ZEBRA TECHNOLOGIES CORPORATION CLASS A
SEDG SOLAREDGE TECHNOLOGIES INC.
ROK ROCKWELL AUTOMATION INC.
ROCK GIBRALTAR INDUSTRIES INC.
RGEN REPLIGEN CORPORATION
NDSN NORDSON CORPORATION
MPWR MONOLITHIC POWER SYSTEMS INC.
JBT JOHN BEAN TECHNOLOGIES CORPORATION
I3N CHART INDUSTRIES INC.
FTNT FORTINET INC.
FOXF FOX FACTORY HOLDING CORP.
CGNX COGNEX CORPORATION
CEVA CEVA INC.
CDXS CODEXIS
CAMT CAMTEK LTD.
CALX CALIX NETWORKS
ASPN ASPEN AEROGELS
ENPH ENPHASE ENERGY INC.
FSLR FIRST SOLAR INC.
GNRC GENERAC HOLDINGS INC.
LSCC LATTICE SEMICONDUCTOR CORPORATION
TRMB TRIMBLE INC.
XYL XYLEM INC.
PAR PAR TECHNOLOGY CORP.
X UNITED STATES STEEL CORPORATION
GOLF ACUSHNET HOLDINGS CORP.
ASML ASML HOLDING N.V.
LCII LCI INDUSTRIES
APTV APTIV PLC
CLF CLEVELAND-CLIFFS INC
CLAR CLARUS CORPORATION
VICR VICOR CORP.
NIO NIO INC. SPONSORED ADR CLASS A
YETI YETI HOLDINGS
AZEK THE AZEK COMPANY
VRT VERTIV HOLDINGS CO (A)
OS OFFICINA STELLARE
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