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TSMC posts forecast-beating Q3 revenue surge on AI boom
Yahoo Finance· 2025-10-09 05:37
TAIPEI (Reuters) -TSMC, the world's largest contract chipmaker, reported on Thursday third-quarter revenue rose 30% year-on-year, beating the market forecast, as demand for the company's products leapt on surging interest in artificial intelligence applications. Revenue for July-September came in at T$989.92 billion ($32.47 billion), according to Reuters calculations, compared with T$759.69 billion in the year ago period. The latest result handily topped an LSEG SmartEstimate of T$973.26 billion drawn fr ...
This High-Flying Artificial Intelligence (AI) Stock Plummeted Last Week. It Can Skyrocket Once Again.
The Motley Fool· 2025-10-05 08:42
Contract electronics manufacturer Jabil dropped following its latest quarterly report, and that's good news for opportunistic investors.Contract electronics manufacturer Jabil (JBL -6.31%) reported its fiscal 2025 fourth-quarter results (for the three months ended Aug. 31) on Sept. 25, and the stock dropped despite delivering stronger-than-expected results and guidance.The company has been in fine form on the stock market this year. It has registered 51% gains in 2025 as of this writing. But it looks like t ...
Foxconn third-quarter revenue hits record, misses market forecast
Yahoo Finance· 2025-10-05 07:37
TAIPEI (Reuters) -Taiwan's Foxconn, the world's largest contract electronics maker, reported record third-quarter revenue on strong demand for artificial intelligence products, though it missed the market forecast and offered caution about exchange rates. Revenue for Nvidia's biggest server maker and Apple's top iPhone assembler jumped 11% from the same quarter last year to T$2.057 trillion ($67.71 billion), Foxconn said in a statement on Sunday. While that was below the T$2.134 trillion LSEG SmartEstima ...
New Strong Buy Stocks for August 18th
ZACKS· 2025-08-18 11:06
Core Insights - Five stocks have been added to the Zacks Rank 1 (Strong Buy) List, indicating strong potential for investment returns [1][2][3] Group 1: Company Performance - Melco Resorts & Entertainment Limited (MLCO) has seen a 96% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - China Yuchai International (CYD) has experienced a 37.2% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Harmony Gold (HMY) has reported a 17.8% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Eni (E) has seen an 8.4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3] - Kimball Electronics (KE) has experienced a 5.8% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]
1 Unstoppable Artificial Intelligence (AI) Growth Stock to Buy Before It Is Too Late
The Motley Fool· 2025-06-26 08:25
Core Viewpoint - Jabil is experiencing significant growth driven by the rapid adoption of artificial intelligence (AI) technology, particularly in the data center sector [1][2][3]. Financial Performance - Jabil's fiscal 2025 third-quarter revenue increased by 16% year-over-year, while earnings rose by 35% [5]. - The company has raised its full-year revenue forecast to $29 billion from $27.9 billion [5]. - Fiscal 2025 earnings per share are now expected to be $9.33, up from the previous estimate of $8.95 [6]. AI Demand and Investment - Jabil's AI revenue is projected to grow by 50% this year, reaching $8.5 billion, which will account for nearly 30% of the company's total revenue in fiscal 2025 [7]. - The company plans to invest $500 million to enhance its cloud and AI data center infrastructure manufacturing services [7][8]. - This investment aims to improve the design and manufacturing of complex AI server racks to meet increasing power and cooling requirements [8]. Market Outlook - The AI server market is expected to grow at an annual rate of 34% through 2030, indicating a strong future demand for Jabil's offerings [9]. - Jabil's annual capital expenditures are not expected to increase due to the planned $500 million investment, which should enhance profitability [9]. Stock Performance and Valuation - Jabil's stock has gained 45% in 2025, outperforming the Nasdaq Composite index, which increased by only 1% [11]. - The stock has a forward price-to-earnings ratio of less than 20, which is lower than the Nasdaq-100 index's average of 29 [11]. - Future earnings growth could lead to a higher valuation, with projections suggesting a potential stock price of $314, representing a 50% increase from current levels [12][13].