Xilinx, Inc.

  • Wait for This Company's Turnaround Before Buying It

    By ANUP SINGH - August 15, 2013 | Tickers: ALTR, INTC, XLNX

    Altera (NASDAQ: ALTR) is primarily engaged in developing programmable logic devices (PLD). The PLD’s that the company manufactures are programmable, as compared to (application-specific integrated circuit) ASIC devices, which can perform only one given function for which they were designed. Upfront costs of ASICs are pretty high, so this has helped Altera gradually take away market share from ASIC-based systems.

    Altera recently posted its 2Q 2013 results, which were more »

  • A Few Solid Reasons Why This Stock Should Be in Your Portfolio

    By Harsh Chauhan - July 31, 2013 | Tickers: CHL, S, XLNX | Editor's Choice

    Having a well-diversified semiconductor company in your portfolio can help your returns improve. Why? Because semiconductors are the basic building blocks of a number of things around us, ranging from a tiny calculator to an aircraft, and so, having a company which makes chips that are sold to various end-markets is a good idea.

    One such company is Xilinx (NASDAQ: XLNX), which makes programmable chips that are used across various more »

  • 3 Semiconductor Stocks to Consider Buying

    By David Gould - July 23, 2013 | Tickers: ADI, TXN, XLNX

    If you are bullish on tech industries, it makes sense to back semiconductors, which directly supply the end markets. However, there are a few headwinds in terms of demand that you should keep in mind. Below, I explain what TI (NASDAQ: TXN) and Analog (NASDAQ: ADI) are doing to hedge against this uncertainty.

    "A weak demand environment" for Texas Instrument

    Texas Instruments is a global leader in manufacturing semiconductors. The more »

  • 4 Noteworthy Upgrades That You Should Question

    By Brian Nichols - July 13, 2013 | Tickers: MCP, REGN, WDAY, XLNX

    On Friday we saw several stock-moving upgrades in preparation of a long week of earnings; here are four that really caught my eye. These are upgrades that I would definitely ignore.

    The best of the worst

    After a 64% one-year loss, Molycorp (NYSE: MCP) has gained 22% over the last month, and much of those gains have been caused by analyst upgrades. Byron Capital likes Molycorp; his “Strong Buy” rating more »

  • This Solid Company Looks Set to Get Better

    By Harsh Chauhan - July 7, 2013 | Tickers: CHL, FNSR, XLNX

    Looking for a solid and diversified semiconductor stock to buy? Look no further than Xilinx (NASDAQ: XLNX), a company which makes programmable chips which are supplied to various industries including Communications & Data Center, Industrial, Aerospace & Defense, and Consumer & Automotive.

    The stock has appreciated around 14% this year, which might not look great at first sight, but given the company’s diversified business and the fact that it pays a solid more »

  • A Solid Semiconductor Stock for Your Portfolio

    By Harsh Chauhan - May 1, 2013 | Tickers: CMGE, CSCO, XLNX

    Maker of programmable chips Xilinx (NASDAQ: XLNX) is up around 7% this year. While this year-to-date appreciation might not seem very handsome at first, Xilinx has a lot of potential to continue its steady progress going forward. The stock isn’t fashionable by any means, but it has the potential of providing stable returns driven by its diversified business.

    Improvement all around

    Its business has gradually improved, and Xilinx is more »

  • Can These Stocks Bounce Back?

    By Harsh Chauhan - April 6, 2013 | Tickers: CIEN, FNSR, JDSU, XLNX

    Time indeed flies fast. The first quarter of 2013 is already behind us, and it proved to be a great one for the markets. The broader market rally left investors who had their money in the right stocks richer, but, quite naturally, there were some laggards as well.

    In a previous post, I’d discussed a few of my picks whom I’d expected to outperform when the year began more »

  • Competition Dents the Outlook of These Stocks

    By Masam Abbas - March 8, 2013 | Tickers: AMD, ALTR, XLNX

    Intense competition in the semiconductor industry has led investors to value stocks in this space on very low multiples. Even international growth and solid balance sheets have not helped most of these stocks to regain their worth. The following stocks show both sides of the picture:

    Advanced Micro Devices (NYSE: AMD)    

    With the completion of the Global Foundries deconsolidation (Mar-2010) and the settlement with Intel (Nov-09) to resolve all outstanding more »

  • 2 Semiconductor Stocks to Buy, 1 to Hold on Changing Macro Dynamics

    By Masam Abbas - February 26, 2013 | Tickers: ALTR, ADI, XLNX

    For most of last year, investors held out hope for a cyclical recovery in wireless and wireline CapEx with expectations of resurgence in China, LTE handset product cycles reinvigorating developed market capital spending and the insatiable growth in bandwidth consumption forcing network upgrades. Unfortunately, decelerating emerging market GDP and developed market carriers focus more on cash flow than subscriber acquisition acted to push out the investor-anticipated cyclical recovery driving relatively more »

  • 1 Solid Semiconductor Stock That You Shouldn’t Miss

    By Harsh Chauhan - January 22, 2013 | Tickers: T, CSCO, XLNX

    Programmable chip maker Xilinx (NASDAQ: XLNX) didn’t exactly set the Street on fire with its third-quarter earnings report, but it did provide some positive cues for the rest of the year. The company’s revenue of $509.8 million in the quarter was flat from the year-ago period, though wide off the $527.7 million mark set by analysts. However, earnings of $0.38 beat estimates by a penny more »

  • 2013 Could Be Better Than 2012 for This Company

    By Harsh Chauhan - January 14, 2013 | Tickers: T, CSCO, XLNX

    2013 looks like the year when infrastructure spending will spring back to life, driven by the need for faster networks and growth in data centers. Gartner forecasts spending on data centers to grow 4.5% this year, along with a 2.4% jump in telecom services as opposed to a decline last year.

    Positive signs started emerging late in 2012, when AT&T (NYSE: T) announced that it would be more »

  • Intel's New Business Partners

    By Adam Levy - December 18, 2012 | Tickers: AAPL, ARMH, INTC, TSM, XLNX

    Moore’s Law, the theory that explains that the density of transistors on integrated circuits doubles every 2 years or so, is supposed to end at some point. For now, with mobile computing devices and smartphones booming in popularity, the demand for smaller more energy-efficient chips is spurring development. It’s also prompting consolidation in the semiconductor manufacturing industry, causing even heavyweight competitors such as Texas Instruments to drop out more »

  • You Should Prefer TI and Xilinx Over this Semiconductor Stock

    By David Gould - November 21, 2012 | Tickers: ALTR, TXN, XLNX

    Given how much innovation we have seen out of the tech sector, many investors are naturally eying semiconductors. But they should be mindful of some of the challenges / roadblocks ahead. In particular, I am concerned about supply-chain disruptions and poor free cash flow generation. With that said, I also see consolidation as the major producers aim to transition product portfolios to better service the custom chips that customers are demanding more »

  • 3 Long Ideas from Aberdeen Asset Management’s Top Buys

    By Shweta Dubey - November 9, 2012 | Tickers: XRX, XLNX, ZMH

    Aberdeen Asset Management is an investment and hedge fund management firm. The firm employs a bottom up approach to invest in global equities, with special emphasis on quality management teams and solid business models. I scanned Aberdeen’s top buys from the last quarter for ideas, and the following three stocks looks promising.

    Company

    P/E ratio (last 12 months)

    Industry P/E (last 12 months)

    Zimmer Holdings, Inc. (NYSE: ZMHmore »)

  • Despite Short-Term Headwinds, This Stock Looks Enticing

    By Harsh Chauhan - October 19, 2012 | Tickers: T, CIEN, CSCO, XLNX

    A weak macroeconomic environment has kept telecom companies from spending aggressively on infrastructure as investments in the industry take a long time to get accretive. As such, telcos are looking to wait out the current downturn and resume spending when the situation improves.

    Slowdown Hits

    This slowdown in spending by telecom companies has had a negative effect on equipment makers and component suppliers. Over the past couple of months, we more »

  • Xilinx, Altera More Undervalued Than TI

    By David Gould - September 20, 2012 | Tickers: ALTR, TXN, XLNX

    Despite an uncertain economy, a few semiconductors are still closer to their 52-week highs than 52-week lows. Altera (NASDAQ: ALTR), Xilinx (NASDAQ: XLNX), and Texas Instruments (NASDAQ: TXN) all offer different risk/reward profiles at this point based on their fundamentals. While TI retains its position as an industry leader, the other two producers have dominant market shares in a few niches. It is therefore important to understand the subtle more »

  • Altera Versus Xilinx, The Battle for Specialized Semiconductor Supremacy

    By Douglas Ehrman - September 6, 2012 | Tickers: ALTR, LLTC, MXIM, NVDA, XLNX

    For the past decade or so, active traders have dabbled in combinations of semiconductor companies Altera Corp. ) and Xilinx Inc. ); sometimes on the long side, sometimes on the short side and sometimes as a market-neutral pair. Throughout that period, the factors that have driven the performance of one stock have been influential in driving the price of the other. Furthermore, in many cases, the universe of comps have also included more »

  • A Telecom Play for the Long Run

    By Harsh Chauhan - July 23, 2012 | Tickers: ALU, ERIC, XLNX

    There’s a domino effect around us. The impending crisis in Europe, sluggish growth in emerging markets and fears of a global economic slowdown have affected various end-markets and led to constrained spending by companies. The telecom industry hasn’t escaped this gridlock either.

     

    Equipment makers’ nightmare

    Telecom companies have kept their spending low as they try to tide over the current macro environment and negotiate slowing growth in emerging more »

  • Xilinx Looks Set to Fly

    By Harsh Chauhan - April 26, 2012 | Tickers: LLTC, XLNX | Editor's Choice

    Programmable chips manufacturer Xilinx (NASDAQ: XLNX) saw a drop in its revenue and earnings in the fourth quarter, but trumped Mr. Market’s expectations, and its shares are trading some 6% up as I write this. Adding to investors’ positive sentiment was Xilinx’s guidance, which is well ahead of analyst expectations even at its mid-point of $576 million.

    Now I will put the company under the lens and check more »

  • 8 Next Tech Growth Kings (Part 2)

    By Michael French - January 30, 2012 | Tickers: CRM, TZOO, WBMD, XLNX

    This is a continuation from Part 1.

    Xilinx, Inc. (NASDAQ: XLNX) – This has been a long-time favorite of many investors and is unusual in that the company has a nearly perfect twin, Altera Corp. (ALTR). While there are some critical differences that are discussed below, the similarities present an argument that both stocks should be included in a long-term core portfolio.

    In terms of valuation metrics, XLNX has a price-to-earnings more »