Considering that it includes three of the 10 largest companies in the world thanks to market capitalization, the semiconductor industry and chips establishes a high standard in order to be a medium -sized firm. In the same way, “small” semiconductor companies, or at least those that are smaller than titans, such as Nvidia Corp. NASDAQ: NVDAPerhaps, to be estimated at hundreds of billions of dollars. Nevertheless, since several large players dominated the semiconductor news in the last quarters, many of these other companies lose sight of.
Three such firms, ARM Holdings PLC NASDAQ: ARMLam Research Corp. NASDAQ: LRCXand ASML hold NV NASDAQ: AsmlThey captured the attention of analysts. While NVDA shares fell by about 15% from the beginning of the year (YTD) as of March 18, 2025, the shares of these other small firms either plunged to a lesser degree, or even this year rose, helping them further speak for investors who want to look beyond the limits of loud names.
Why can there be a right time to buy a margin of hand
Promotion forecast today
$ 165.23
38.76% growthModerate purchase
Based on 27 analysts ratings
| The current price | $ 119.07 |
|---|---|
| High forecast | $ 225.00 |
| Average forecast | $ 165.23 |
| Low forecast | $ 100.00 |
The forecast of the hand of the hands
ARM, due to the strong sale of its architecture ARMV9 AI, reported a record total income of $ 983 million. The United States over the last quarter, which is 19% compared to last year (YOY). The company also noted the strong growth of royalties and licensed income, since its products continue to see high demand. Moreover, ARM retained excellent gross profit of 98.1%, while its operating margin increased to 45% from 43.8% during the previous year.
ARM has developed a reputation as processors that are very energy -efficient, remaining affordable. This combination will probably become a key factor in sales continued, especially because those who are inside and abroad are looking for ways to increase computing power with a decrease in costs and use of energy.
Investors, perhaps, have long evaded investment in ARM, despite its convincing profile in the space of AI, out of its assessment. Now that the shares have fallen by about 7% YTD for the sale period, the company provides investors with new purchase opportunities. To be sure, with the ratio of the P/E 156.3, ARM shares are still valid quite high. Nevertheless, analysts also see more than 39% in growth potential.
Analysts see 27% of growth for LAM Research Aspoce – is this a purchase?
Lam Research Focate Today Today
$ 98.06
29.30% growthModerate purchase
Based on 23 ratings of analysts
| The current price | $ 75.84 |
|---|---|
| High forecast | $ 125.00 |
| Average forecast | $ 98.06 |
| Low forecast | $ 75.00 |
Lam Research Foducate Details Details
Lam Research occupies a unique space in the semiconductor industry because it develops and supplies equipment that other companies use to create chips. It has become especially known thanks to its equipment used in the production of NAND and DRAM memory products, both of which satisfy more and more demand for a wide range of applications.
The largest share of LAM revenues comes from China, where a number of competitors can threaten the dominance of the company in the future. Nevertheless, Lam has a clear advantage from his strong monetary reserves, which amounted to about $ 5.7 billion at the end of the December quarter. This allows him to invest significant funds in research and development in the development of advanced tools, such as the recently announced product of the precipitation of the atomic layer, Altus Halo.
As of March 18, 17 out of 22 analysts believe that Lam has a place to grow, and they assigned him a purchase rating. The consensus target price of the company is $ 98.22, with a growth potential of more than 27%.
ASML Litopoly Monopoly gives it a competitive advantage
ASML shares forecast today
$ 937.00
30.83% growthModerate purchase
Based on 11 analysts ratings
| The current price | $ 716.22 |
|---|---|
| High forecast | $ 1100.00 |
| Average forecast | $ 937.00 |
| Low forecast | $ 767.00 |
Details of ASML shares forecast
On market capitalization of $ 286 billion, ASML is the largest company on our list and another major player in the development of equipment used for the construction and maintenance of semiconductors. ASML lithographic equipment has no equal throughout the industry, which gives it what is essentially a monopoly among high -class chips. Perhaps this played a role in increasing the price of ASML shares by almost 4% YTD, even against the backdrop of a brief loss of sale for some other large semiconductor firms.
Analysts see a lot of space for optimism in the future of ASML, including more than 16% of the predicted profit growth and almost 29% of the growth potential based on a consensus price of $ 937 per share.
Nine out of 11 analysts appreciated the company and appointed her a purchase. It is worth noting, however, that ASML recently missed the estimated EPS in the amount of $ 7.30, when analysts predicted $ 7.67. As always, some caution is recommended, despite the healthy support of analysts on Wall Stretge.
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