AUS
NZ
UK
CA
USA
IND
Highlights
- NVIDIA Corporation (NVDA) will report its fourth-quarter fiscal 2022 results on February 16.
- Advanced Micro Devices, Inc. (AMD) revenue rose 49% YoY in Q4, FY21.
- Applied Materials, Inc. (AMAT) revenue surged 31% YoY in Q4, FY21.
The semiconductor companies are in the spotlight due to the high demand and short supply of chips. Experts predict the supply constraints will remain until 2023.
Here we explore Nasdaq’s top 10 semiconductor stocks based on market capitalization.
Also Read: Investors jittery after PayPal’s (PYPL) dim forecast, eBay deals reduce
NVIDIA Corporation (NVDA)
Price close on February 1, 2022: US$246.38
Market Cap: US$624.17 billion
One year return: 81.74%
Nvidia is a leading semiconductor and technology company that manufactures GPUs for gaming and other professional markets. It is based in Santa Clara, California.
It will report its fourth-quarter fiscal 2022 results on February 16, after the market close.
In the third quarter of fiscal 2022, the company's revenue jumped 50% YoY to US$7.10 billion, while its net income came in at US$2.46 billion, or US$0.97 per diluted share.
Its P/E ratio is 76.94, the forward P/E for one year is 67.87, the dividend yield is 0.07%, and the annualized dividend is US$0.16.
Broadcom Inc. (AVGO)
Price close on February 1, 2022: US$592.72
Market Cap: US$246.40 billion
One year return: 24.29%
Broadcom is a semiconductor firm that manufactures semiconductors and infrastructure software products. It is based in San Jose, California.
The company's revenue rose 15% YoY to US$7.40 billion in Q4, FY21, while its GAAP net income came in at US$1.98 billion, or US$4.45 per diluted share.
Its P/E ratio is 39.79, the forward P/E for one year is 20.04, the dividend yield is 2.8%, and the annualized dividend is US$16.40.
Also Read: Cedar Fair (FUN) stock rallies after SeaWorld’s (SEAS) purchase offer
QUALCOMM Incorporated (QCOM)
Price close on February 1, 2022: US$177.13
Market Cap: US$207.91 billion
One year return: 7.49%
Qualcomm is a semiconductor firm that develops software and other related products for wireless technology. It is based in San Diego, California.
Qualcomm’s first-quarter FY 2022 GAAP revenue increased by 30% to US$10.7 billion from US$8.23 billion in the corresponding period of 2020.
Its GAAP diluted earnings per share increased by 41% YoY to US$2.98, while the non-GAAP EPS diluted grew by 49% to US$3.23.
Its P/E ratio is 23.48, the forward P/E for one year is 18.39, the dividend yield is 1.55%, and the annualized dividend is US$2.72.
Intel Corporation (INTC)
Price close on February 1, 2022: US$48.95
Market Cap: US$199.28 billion
One year return: -15.6%
Intel is one of the leading semiconductor firms based in Santa Clara, California.
The company posted a net income of US$4.62 billion, or US$1.13 per diluted share, on revenue of US$20.52 billion for the quarter that ended on December 25, 2021.
Its P/E ratio is 10.07, the forward P/E for one year is 13.91, the dividend yield is 2.85%, and the annualized dividend is US$1.46.
Also Read: Alphabet caps blockbuster year with strong sales, declares stock split
Source: Pixabay
Also Read: Microsoft's US$68.7 billion mega-deal for Activision under cloud?
Texas Instruments Incorporated (TXN)
Price close on February 1, 2022: US$181.29
Market Cap: US$171.42 billion
One year return: 3.74%
Texas Instruments is a Dallas, Texas-based firm that manufactures semiconductors and integrated circuits. It sells its products to the electronics industry globally.
The company's revenue soared 19% YoY to US$4.83 billion in Q4, FY21, while its net income came in at US$2.14 billion, or US$2.27 per share.
Its P/E ratio is 22.46, the forward P/E for one year is 19.88, the dividend yield is 2.56%, and the annualized dividend is US$4.60.
Advanced Micro Devices, Inc. (AMD)
Price close on February 1, 2022: US$116.78
Market Cap: US$149.38 billion
One year return: 31.42%
Advanced Micro Devices is a semiconductor firm that manufactures computer processors and other related technologies. It is based in Santa Clara, California.
The company posted revenue of US$4.82 billion in Q4, FY21, up 49% YoY. Its net income came in at US$974 million, or US$0.80 per diluted share.
Its P/E ratio is 47.95, the forward P/E for one year is 38.29, and EPS is US$2.58.
Also Read: Why Adventure Gold (AGLD) token jumped 34% today?
Applied Materials, Inc. (AMAT)
Price close on February 1, 2022: US$138.61
Market Cap: US$122.93 billion
One year return: 33.81%
Applied Materials is a manufacturing firm that provides instruments, services, and software for manufacturing semiconductor chips. It is based in Santa Clara, California.
In the fourth quarter of fiscal 2021, the company's revenue surged 31% YoY to US$6.12 billion, while its net income came in at US$1.71 billion, or US$1.89 per diluted share.
Its P/E ratio is 21.6, the forward P/E for one year is 17.01, the dividend yield is 0.69%, and the annualized dividend is US$0.96.
Micron Technology, Inc. (MU)
Price close on February 1, 2022: US$81.45
Market Cap: US$93.45 billion
One year return: -0.21%
Micron is a semiconductor manufacturing firm based in Boise, Idaho. It manufactures computer memory and computer data storage systems.
The company reported revenue of US$7.69 billion in Q1, FY22, while its GAAP net income came in at US$2.31 billion, or US$2.04 per diluted share.
Its P/E ratio is 12.88, the forward P/E for one year is 9.45, the dividend yield is 0.49%, and the annualized dividend is US$0.40.
Also Read: A look at top 50 stocks by market cap on NASDAQ Composite (Part I)
Analog Devices, Inc. (ADI)
Price close on February 1, 2022: US$165.37
Market Cap: US$88.07 billion
One year return: 8.89%
Analog Devices is a semiconductor manufacturing firm specializing in data conversion, signal processing, and power management technology. It is based in Norwood, Massachusetts.
The company will report its first-quarter fiscal 2022 financial results on February 16, before the opening bell.
In the fourth quarter of fiscal 2021, the company's revenue soared 53% YoY to US$2.34 billion, while its net income came in at US$75.68 million, or US$0.16 per diluted share.
Its P/E ratio is 45.44, the forward P/E for one year is 21.96, the dividend yield is 1.68%, and the annualized dividend is US$2.76.
Lam Research Corporation (LRCX)
Price close on February 1, 2022: US$589.47
Market Cap: US$85.09 billion
One year return: 16.88%
Lam Research is a Fremont, California-based semiconductor firm that focuses on supplying wafer fabrication equipment and other related services to the semiconductor sector.
For the quarter ended December 26, 2021, the company reported a revenue of US$4.22 billion, while its net income came in at US$1.19 billion, or US$8.44 per diluted share.
Its P/E ratio is 18.9, the forward P/E for one year is 17.99, the dividend yield is 1.02%, and the annualized dividend is US$6.00.
Also Read: Top 50 stocks by market cap on NASDAQ Composite (Part II)
Bottomline
Semiconductors power a wide range of industries from communication, aviation, electric vehicles to electronics. The Covid-19 pandemic had disrupted the global semiconductor supply chains last year. Its effect is still being felt.
