🌟 Beyond NVIDIA: Top 5 Semiconductor Stocks to Watch for 2025

Market Movers Uncovered: $ON, $NFLX, and $UMAC Analysis Awaits ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­

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Random access memory and processors on motherboard - stock image

Beyond NVIDIA: Top 5 Semiconductor Stocks to Watch for 2025

NVIDIA (NASDAQ: NVDA) stock is heading higher in 2025 because of the persistent and unmet demand for its cutting-edge data center and AI technology. Analysts forecast another 42% upside at the high end of their range, and the actual stock price top may well be higher. However, the industrial semiconductor market is set up to rebound after years of disruption, normalization, and growth in 2025, and the analysts' estimates are low. 

The critical takeaway is that semiconductor end-market inventory normalization is completed or near-completed globally, and tailwinds are forming. The FOMC is lowering interest rates, and policy changes expected in 2025 will stimulate the United States' economic activity and systemic demand for industrial semiconductor technology. These are the stocks to watch. 

Analog Devices: Cautiously Optimistic for Strong Growth

Analog Devices (NASDAQ: ADI) business contracted in 2024, but the trends are positive and point to growth in 2025. The critical details include a narrowing contraction, better-than-expected performance, and steady margins to sustain cash flow and balance sheet health.

The outlook for 2025 forecasts the continuation of the trends and a pivot back to growth before the year’s end. The company’s CEO reports improving sequential demand in all end markets, and the CFO is cautiously optimism for strong growth in 2025. 

The guidance for Q1 is favorable, coming in with a mid-point above the consensus. Outperformance is expected throughout the year because of the low bar set by analysts. 5G and the IoT will be among the growth drivers in 2025. The IoT is expected to begin booming by mid-year as 5G network expansion and AI functionality reach a critical mass. 

Analog Devices ADI stock chart

Semtech Reverts to Growth in 2024: Strength Reported in All End Markets

Semtech (NASDAQ: SMTC) is among the leading names in the industrial semiconductor market, reverting to growth in 2024. Its FQ3 results include nearly 18% topline growth and solid profitability compounded by better-than-expected guidance forecasting another strong quarter with year-over-year growth accelerating to nearly 30%.

The outlook for 2025 is also robust, expecting revenue growth to sustain at a high double-digit rate, and MarketBeat’s reported consensus is likely a low-ball estimate.

The company reported strength in all end markets with a shout-out for the data center segment, up 58% sequentially on demand that is not expected to wane in 2025. 

Semtech SMTC stock chart

Microchip Technology Nears Inflection Point

Microchip Technology (NASDAQ: MCHP) is still deep in its inventory correction and restructuring its manufacturing lines to accommodate. It will shut down an excess line in early 2025 and begin to reap cost-saving benefits by the end of the year.

The remaining facilities have enough capacity to fill the gap once end-market demand is normalized, which is expected by mid-year calendar 2025, aligning with the end of the fiscal year.

The forecast for the back half of the year, the first half of fiscal 2026, is robust, with nearly 20% top-line growth expected.  

Microchip Technology MCHP stock chart

GlobalFoundries Inc: Outperforming and Tracking for Growth in 2025

GlobalFoundries' (NASDAQ: GFS) FQ3 results align with the trends, including a narrowing contraction, outperformance, and positive guidance. The company reports strength across its portfolio business, driven by new design wins.

The outlook for Q4 is for revenue to be nearly flat compared to last year and to revert to growth in FQ1 2025.

The consensus for 2025 is for accelerating sequential growth and roughly 10% for the year, a low estimate given the outlook for IoT, cloud connectivity, and industrial demand growth. 

GlobalFoundries GFS stock chartOnsemi: Leading the Charge With Hi-Power SiC Semiconductors

Onsemi (NASDAQ: ON) is well-positioned as a manufacturer of SiC-based semiconductors. Because of their durability and performance at high temperatures, SiC semiconductors are well-suited to a wide range of industrial applications, including EVs and solar technology.

The business hit the bottom of its contraction in FQ3 2024, contracting by nearly 20% but outperforming expectations, and management is guiding for sequential improvement. Sequential strength was reported in three of the four operating segments, with the fourth and the full business expected to revert to growth in F2025.

The forecast for next year is for revenue growth to accelerate sequentially throughout the year, with full-year results in the high-single-digit range.

Onsemi ON stock chart

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CHIANG MAI, THAILAND OCT 01, 2021 : Netflix logo on iPhone XS screen. Netflix is an international leading subscription service for watching TV episodes and movies

Netflix Is On Track To Hit $1,000 By Christmas

Shares of streaming giant Netflix Inc (NASDAQ: NFLX) have been on a tear this year, making 2024 one for the history books. The stock has surged almost 100% since January and was hitting fresh all-time highs as recently as the end of November. As we head into the last couple of weeks of the year, all signs point to the streaming giant cruising toward even greater heights in 2025. 

There are several reasons investors should be getting excited about where this stock will go in the coming months, with $1,000 looking increasingly within reach. Let's jump in and take a look at why this stock deserves a spot on your Christmas wish list.

Netflix’s Fundamental Performance Continues to Impress Investors

To start with, let's take a look at Netflix's fundamental performance, which has been nothing short of stellar. The company smashed analyst expectations with its latest earnings report in October, adding to a strong track record that looks set to continue into 2025. Both EPS and revenue exceeded forecasts, with the latter climbing more than 15% year-over-year to hit a record. 

With holiday releases and increased subscriber activity typically driving a bumper Q4, this is always an interesting time to consider getting involved. The company's recent focus on monetizing password sharing and expanding its ad-supported tiers has begun to show results, giving Netflix a solid foundation for further growth. Investors should look for the company to continue performing well and the stock to continue rallying.

Bullish Analyst Updates Signal Optimism for Netflix Stock

Building on the run of solid fundamental performance, several analysts are extremely bullish on Netflix's prospects, and investors should be taking note. This week alone, the team at Evercore ISI reiterated their Outperform rating on Netflix shares, along with a $950 price target

This built on a similarly bullish stance from Pivotal Research, who issued a street-high $1,100 price target at the end of November last month.  From where the stock closed last night, that's pointing to a targeted upside of more than 20%. If Netflix shares hit that in the coming weeks, they'd also be at fresh all-time highs and cruising into blue-sky territory.

Much of Pivotal's bullishness stems from Netflix's recent foray into live events, highlighted by the Mike Tyson and Jake Paul fight. Streaming to 65 million households, the event showcased Netflix's ability to draw massive audiences, opening the door for similar ventures in the future.

According to Pivotal, Netflix is well-positioned to capitalize on the live event format, with increased subscriber and average revenue per user forecasts supporting their target. Don't be surprised if we see similarly bullish outlooks in the coming weeks. 

RSI Pullback to 60-70 Could Offer Better Entry Point for Cautious Investors

While the bulls dominate the conversation of where Netflix shares are likely to trend, it's worth acknowledging some of the more cautious tones from analysts. Canaccord Genuity Group, for instance, reiterated its Hold rating on the stock this week. However, even they upped their price target to $940, which remains well above last month's high of around $905.

There's also the matter of Netflix's technical indicators. With all the recent gains, the stock's RSI is currently above 70, indicating overbought conditions, though it's down from the frothy 83 levels seen earlier in the quarter. The more cautious investor might want to wait until the RSI drops back towards the 60-70 level, but if you're getting involved on the long side, you kind of want a warm RSI, as it confirms momentum is very much alive

Getting Involved: Netflix Stock Poised for More Gains

All things considered, Netflix is a tech stock that's worth watching closely, especially if it continues setting higher highs in the weeks ahead. With the benchmark S&P 500 index currently hitting all-time highs and the Fed cutting interest rates, the broader risk-on sentiment is very much on Netflix's side. Investors should be looking at further gains heading into the rest of the year, with a $1,000 price tag looking quite likely before too long.

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Donald Trump Jr., Executive Vice President of The Trump Organization during CPAC Covention in Maryland. March 03, 2023, Maryland, USA: The CPAC convention Protecting America Now - Stock Editorial Photography

UMAC Stock Climbs Amid Trump Jr. Appointment and Meme Stock Hype

Unusual Machines, Inc. (NYSEAMERICAN: UMAC), a United States-based drone and drone components manufacturer, has captured significant investors and speculation attention recently, with its stock surging after the announcement that Donald Trump Jr. joined its advisory board. The stock's rapid rise, driven by a significant increase in volume and online buzz, has led many to speculate whether UMAC could potentially turn into and be the next meme-type stock to make outsized moves.

What Is Unusual Machines? A Pioneer in Domestic Drone Components

Unusual Machines specializes in building and selling drone components, focusing on reducing reliance on foreign supply chains. Earlier this year, the company acquired FPV market leader Fat Shark and Rotor Riot, a major e-commerce platform for drone enthusiasts. These acquisitions position Unusual Machines to serve growing industries such as public safety, defense, and enterprise inspection while leveraging a shift toward American-made drone components due to geopolitical tensions and legislative changes.

The company sees an opportunity to grow rapidly as industries increasingly prioritize domestic manufacturing. According to its CEO, Allan Evans, Unusual Machines aims to lead this shift by innovating products like the recently launched Brave F7 FPV Flight Controller, which reduces dependence on foreign components.

Trump Jr. Joins the Advisory Board

The appointment of Donald Trump Jr. to UMAC’s advisory board is a strategic move as the company seeks to expand its footprint in the U.S. drone market. Trump Jr. expressed enthusiasm for the company’s mission to bring drone manufacturing jobs back to America, aligning with the broader push for onshoring production. His involvement and reputation as a business leader and investor have helped thrust UMAC into the spotlight.

CEO Allan Evans highlighted Trump Jr.’s expertise and influence, emphasizing his potential to guide the company’s growth during this pivotal time. The stock's dramatic rise following this announcement underscores the market’s perception of the significance of his appointment.

Can UMAC Sustain Its Momentum?

While the stock’s meteoric rise has been fueled by investor enthusiasm and online buzz, UMAC’s fundamentals provide a mixed picture. The company reported Q3 2024 sales of $1.53 million, a 9% sequential increase, with gross margins at 26%. It aims to achieve $5 million in sales this year, reflecting steady growth. However, its valuation is stretched, trading at 35 times sales with a $125 million market and a limited float of under 5 million shares.

The stock’s recent surge of nearly 700% in the past month highlights its highly speculative nature, with rapid price swings likely due to its low float and heightened interest and trading volume. Moreover, the “Trump factor” could continue to drive momentum, as association with high-profile names has historically spurred similar stocks into volatile trading patterns.

Balancing UMAC’s Speculative Nature with Promising Fundamentals

UMAC’s speculative nature is clear, with significant risks tied to its micro-float, elevated short-term valuation, and possible reliance on retail investor interest. Online mentions and bullish sentiment have added fuel to its rally, but the stock’s long-term potential hinges on its ability to scale operations and capture a meaningful share of the growing U.S. drone market.

While limited analyst coverage exists, a single Buy rating from ThinkEquity signals some institutional confidence. Potential investors should consider the stock carefully, weighing its dramatic recent gains alongside its speculative nature and promising yet still developing fundamentals.

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