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ASML financial guidance includes Terafab plans, CFO says
Reuters78d agoneutral
ASML financial guidance includes Terafab plans, CFO says

Top computer chip equipment maker ASML said its ‌capacity expansion plans in 2027 and ‌2028 unveiled on Wednesday along with second-quarter earnings ​take into account demand for its tools from Elon Musk's planned Terafab chip production facility in Texas. "We're in dialogue with ‌all our ⁠customers and we know ... what their building plans are," Chief Financial ⁠Officer Roger Dassen said on a call.

ASML's Guidance Is Better Than Expected
Barrons.com78d agoneutral
ASML's Guidance Is Better Than Expected

ASML Holding's sales and margin forecasts for the current quarter are above expectations, Jefferies analysts wrote in a note to clients. The Dutch supplier of semiconductor-making equipment is projecting sales between 11 billion and 12 billion euros in the third quarter.

Truist Says Devon Energy’s (DVN) Next Earnings Report Could Be a Turning Point
Insider Monkey78d agoneutral
Truist Says Devon Energy’s (DVN) Next Earnings Report Could Be a Turning Point

With an upside potential of 40.92%, Devon Energy Corporation (NYSE:DVN) is among the 12 Strong Buy Stocks with High Upside According to Analysts. On July 9, Truist lowered its price target on Devon Energy Corporation (NYSE:DVN) to $61 from $66 while maintaining a Buy rating ahead of the company’s second-quarter results. The firm expects the upcoming quarter […]

ASML Q2 Earnings Call Highlights
MarketBeat78d agoneutral
ASML Q2 Earnings Call Highlights

ASML (NASDAQ:ASML) reported second-quarter 2026 net sales and gross margin above its own guidance, driven by stronger-than-expected demand from its installed base business and continued customer investment tied to artificial intelligence, memory and advanced logic production. Roger Dassen, ASML’s e

NXP Semiconductors (NXPI) Stock Looks Fair On Cash Flow Yet Cheap On Earnings
Simply Wall St.78d agoneutral
NXP Semiconductors (NXPI) Stock Looks Fair On Cash Flow Yet Cheap On Earnings

NXP Semiconductors has delivered a 60.7% total return over the past five years, and the stock now sits in a zone where its Discounted Cash Flow (DCF) intrinsic value estimate looks roughly in line with the market price while earnings-based multiples still lean on the cheap side. A 60.7% five-year return suggests NXP Semiconductors has already rewarded patient shareholders, so the current price reflects a business that the market has been willing to back over time. Investor expectations...

Verizon (VZ) Stock Looks Like A Bargain On Earnings While Returns Stay Strong
Simply Wall St.78d agoneutral
Verizon (VZ) Stock Looks Like A Bargain On Earnings While Returns Stay Strong

Verizon Communications stock is coming off a strong three year run, with the share price up 60.9%. However, its current checks still suggest the market may be pricing it at a discount. Over the past three years, Verizon Communications has returned 60.9%, which puts more focus on whether the recent share price now reflects its fundamentals. Partnerships such as the new 5G connectivity deal for BMW vehicles can support expectations for future cash flows. At the same time, cost cutting moves...

JPMorgan Chase (JPM) Stock Trades At A Discount To Fair Value But At A Premium On Earnings
Simply Wall St.78d agoneutral
JPMorgan Chase (JPM) Stock Trades At A Discount To Fair Value But At A Premium On Earnings

JPMorgan Chase stock has returned about 160% over the past 5 years, yet the latest valuation work suggests a mixed picture, with the Excess Returns intrinsic value estimate pointing to meaningful upside while the broader checks do not flag the shares as a clear bargain. Over 5 years, JPMorgan Chase has delivered a total return of roughly 160%, which means anyone looking at the stock today is assessing it after a strong multiyear run rather than from a depressed base. Record profitability...

American Airlines (AAL) Stock Looks Cheap On Cash Flow But Pricey On Earnings
Simply Wall St.78d agoneutral
American Airlines (AAL) Stock Looks Cheap On Cash Flow But Pricey On Earnings

American Airlines Group stock has delivered a 28.8% gain over the past year, yet its valuation picture is split, with a Discounted Cash Flow (DCF) estimate pointing to material upside while market multiples lean the other way. The 28.8% 1 year return suggests sentiment has improved, even though longer term holders have seen weaker results in earlier years. Recent news around higher fuel prices and pressure on margins can weigh on earnings expectations, while any signs of better cost control...

Autodesk (ADSK) Stock Looks Cheap On Cash Flow But Fair On Earnings
Simply Wall St.78d agoneutral
Autodesk (ADSK) Stock Looks Cheap On Cash Flow But Fair On Earnings

Autodesk stock has retreated over the past five years, yet the latest Discounted Cash Flow (DCF) intrinsic value estimate points to a large gap versus the current market price, while broader valuation checks and market multiples suggest a more tempered, about right picture. Autodesk shares have declined 30.5% over the past five years, which raises the question of whether the current valuation is now too pessimistic or still catching up with fundamentals. Expectations for Autodesk to keep...

How Investors May Respond To Emerson Electric (EMR) Conflicting Analyst Signals On Near-Term Earnings Outlook
Simply Wall St.78d agoneutral
How Investors May Respond To Emerson Electric (EMR) Conflicting Analyst Signals On Near-Term Earnings Outlook

Earlier this week, Emerson Electric drew attention as analysts reported slightly weaker near-term earnings estimates and a Zacks Rank of 4 (Sell), despite generally positive brokerage recommendations based on expected improvements in earnings per share and revenue. The tension between optimistic broker ratings and more cautious earnings estimate revisions highlights how different analyst frameworks can send mixed signals about Emerson’s near-term outlook. Next, we’ll examine how this recent...