Zacks Investment Ideas feature highlights: Marvell, Broadcom, Astera, Advanced Micro Devices and Semiconductor ETF

Zacks12-16

For Immediate Release Chicago, IL – December 16, 2024 – Today, Zacks Investment Ideas feature highlights Marvell MRVL, Broadcom AVGO, Astera Labs ALAB, Advanced Micro Devices AMD and Semiconductor ETF...

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I recently discussed the overwhelmingly bullish sentiment shared among top management teams in the semiconductor space, particularly regarding AI-related growth. Over the last handful of weeks, AI-centric growth stocks like Marvell, Broadcom and Astera Labs have seen their shares explode higher after blowing away Wall Street expectations. You can read the full commentary here.However, as I mentioned in the piece, while industry-wide positive rhetoric can be a bullish omen for investors, these management teams must be taken with a grain of salt as insiders have “skin in the game” and benefit from higher stock prices. With that in mind, I will take the time to conduct a deeper analysis today to provide evidence for these comments and build up convict","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2063271972.USD":"富兰克林创新领域基金","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4581":"高盛持仓","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","AVGO":"博通","IE00BGHQF631.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) ACC","AVGOP":"BROADCOM INC PFD SER A 22","BK4529":"IDC概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","SMH":"半导体指数ETF-HOLDRs","BK4554":"元宇宙及AR概念","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4532":"文艺复兴科技持仓","MRVL":"迈威尔科技","AMD":"美国超微公司","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","FDN":"First Trust Dow Jones Internet I","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","ALAB":"Astera Labs, Inc.","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4535":"淡马锡持仓","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A"},"translate_title":"Zacks Investment Ideas特色亮点：Marvell、Broadcom、Astera、Advanced Micro Devices和Semiconductor ETF","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMD":1,"SMH":1,"MRVL":1,"FDN":1,"ALAB":1,"AVGO":1,"AVGOP":1},"content_text":"For Immediate Release\nChicago, IL – December 16, 2024 – Today, Zacks Investment Ideas feature highlights Marvell MRVL, Broadcom AVGO, Astera Labs ALAB, Advanced Micro Devices AMD and Semiconductor ETF SMH.\nThe Semiconductor Supercycle: 5 Reasons to Remain Bullish\nAI Leaders Remain Bullish on the Future\nI recently discussed the overwhelmingly bullish sentiment shared among top management teams in the semiconductor space, particularly regarding AI-related growth. Over the last handful of weeks, AI-centric growth stocks like Marvell, Broadcom and Astera Labs have seen their shares explode higher after blowing away Wall Street expectations. You can read the full commentary here.\nHowever, as I mentioned in the piece, while industry-wide positive rhetoric can be a bullish omen for investors, these management teams must be taken with a grain of salt as insiders have “skin in the game” and benefit from higher stock prices. With that in mind, I will take the time to conduct a deeper analysis today to provide evidence for these comments and build up conviction for investors in the semiconductor trade into 2025. Below are five reasons to own semis, including:\n1. Forward Estimates are Robust for Chip Stocks: An invaluable metric for investors to gauge is Zacks Consensus Estimates, which track a composite of Wall Street analyst estimates into the future. Marvell, which earns a best possible Zacks Rank #1 (Strong Buy), is expected to grow earnings by a juicy triple-digit clip next quarter.\n2. Semiconductor Margins Are High: Compared to the general market, semis enjoy some of the highest margins on Wall Street, and in most cases, they are growing or remain steady.\n3. Smart Money Sponsorship: According to the latest filings with the SEC, legendary billionaire investor David Tepper holds more than two million shares of Advanced Micro Devices. Meanwhile, Tepper isn’t the only deep-pocketed legend interested in chip stocks - fellow billionaire reportedly made a timely purchase of AVGO in his last filing.\n4. Historical Seasonality: Historically, the turn of the new year is the optimal time to own the Semiconductor ETF. In addition, option traders have been tagging the semiconductor proxy with bullish call option flow.\n5. Big Base Breakouts: Price is the ultimate arbiter of success and the most straightforward metric for investors. That’s a good sign for semiconductors. Several stocks in the industry like AVGO, ALAB, and MRVL, have triggered fundamentally driven, multi-month breakouts. Such moves typically mark the beginning of a new trend, not the end.\nConclusion\nSemiconductor stocks are in the sweet spot between robust forward expectations, clean balance sheets, and fresh multi-month technical breakouts. The odds strongly favor higher prices in this leading industry.\nWhy Haven't You Looked at Zacks' Top Stocks?\nSince 2000, our top stock-picking strategies have blown away the S&P's +7.0 average gain per year. Amazingly, they soared with average gains of +44.9%, +48.4% and +55.2% per year.\nToday you can access their live picks without cost or obligation.\nSee Stocks Free >>\nMedia Contact\nZacks Investment Research\n800-767-3771 ext. 9339\nsupport@zacks.com\nhttps://www.zacks.com\nPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nAdvanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report\nMarvell Technology, Inc. (MRVL) : Free Stock Analysis Report\nBroadcom Inc. (AVGO) : Free Stock Analysis Report\nVanEck Semiconductor ETF (SMH): ETF Research Reports\nAstera Labs, Inc. (ALAB) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2491831657"}