Everything tagged "automotive" across research, earnings, and macro.
16 articles
Arm Holdings is emerging as a key AI and data center royalty platform, with revenue up 26.3% and data center royalties growing more than 100% year over year. The business is excellent, but the stock’s premium valuation makes the setup best suited to disciplined buyers.
GlobalFoundries is a balanced Hold with real upside from specialty semiconductors, automotive, and silicon photonics. The stock’s premium valuation leaves less room for error as near-term revenue guidance softens.
STMicroelectronics looks like a trough-year recovery story: 2025 results were weak, but a strong balance sheet, improving inventory visibility, and growth in automotive, industrial, and optical connectivity support a medium-term rebound.
ON Semiconductor is a cyclical power and sensing chipmaker working through a weak earnings base while building exposure to AI data center power and wide-bandgap semis. The stock looks like a selective recovery story with real cash flow support, but valuation still assumes a meaningful turnaround.
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