20 Semiconductors companies are scored. Their average composite is 71.8, and 3 are in the A range (76+). The leader is Micron Technology Inc. (MU) at 85.5 (A). This industry belongs to the Technology sector.
| # | Company | Composite | Grade | Industry opportunity | Stock selection | KPI momentum | Catalyst watch | Price | Expansion | Quality | Trend | Valuation gap |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc. (MU) | 85.5 | A | 91 | 85 | 93 | 87 | 85 | 82 | 86 | 82 | -7.1% |
| 2 | NVIDIA Corporation (NVDA) | 77.4 | A- | 91 | 81 | 79 | 81 | 56 | 91 | 86 | 56 | -8.2% |
| 3 | Astera Labs Inc. (ALAB) | 76.4 | A- | 91 | 89 | 99 | 81 | 15 | 90 | 65 | 63 | -13.4% |
| 4 | Texas Instruments Incorporated (TXN) | 75.9 | B+ | 91 | 84 | 82 | 80 | 40 | 61 | 73 | 69 | -9.3% |
| 5 | Analog Devices Inc. (ADI) | 75.3 | B+ | 91 | 87 | 88 | 78 | 42 | 70 | 61 | 68 | +0.1% |
| 6 | Silicon Motion Technology Corporation (SIMO) | 74.4 | B+ | 91 | 87 | 93 | 78 | 55 | 58 | 44 | 65 | -13.0% |
| 7 | Advanced Micro Devices Inc. (AMD) | 73.7 | B+ | 91 | 86 | 93 | 80 | 28 | 88 | 49 | 78 | +10.1% |
| 8 | MaxLinear Inc. (MXL) | 73.7 | B+ | 91 | 90 | 93 | 82 | 40 | 82 | 24 | 65 | -39.4% |
| 9 | Marvell Technology Inc. (MRVL) | 73.5 | B+ | 91 | 82 | 86 | 79 | 30 | 83 | 46 | 80 | +7.2% |
| 10 | Credo Technology Group Holding Ltd (CRDO) | 72.8 | B+ | 91 | 82 | 84 | 76 | 42 | 92 | 72 | 33 | -58.3% |
| 11 | Broadcom Inc. (AVGO) | 71.3 | B+ | 91 | 86 | 86 | 84 | 49 | 88 | 78 | 32 | -24.4% |
| 12 | Microchip Technology Incorporated (MCHP) | 70.4 | B+ | 91 | 86 | 88 | 81 | 54 | 68 | 46 | 44 | -15.6% |
| 13 | MACOM Technology Solutions (MTSI) | 69.7 | B | 91 | 83 | 84 | 77 | 28 | 72 | 51 | 52 | -33.1% |
| 14 | NXP Semiconductors N.V. (NXPI) | 69.1 | B | 91 | 86 | 88 | 79 | 72 | 44 | 62 | 42 | +2.0% |
| 15 | Skyworks Solutions Inc. (SWKS) | 68.8 | B | 91 | 71 | 61 | 74 | 63 | 42 | 34 | 68 | +3.7% |
| 16 | Monolithic Power Systems Inc. (MPWR) | 68.3 | B | 91 | 80 | 87 | 72 | 30 | 69 | 65 | 39 | -18.8% |
| 17 | ON Semiconductor Corporation (ON) | 67.6 | B | 91 | 88 | 94 | 81 | 62 | 38 | 43 | 42 | -4.4% |
| 18 | Arm Holdings plc (ARM) | 66.6 | B | 91 | 87 | 93 | 79 | 16 | 69 | 66 | 46 | -31.4% |
| 19 | QUALCOMM Incorporated (QCOM) | 63.0 | B- | 91 | 76 | 64 | 79 | 70 | 16 | 66 | 52 | +31.9% |
| 20 | Intel Corporation (INTC) | 62.9 | B- | 91 | 82 | 82 | 72 | 22 | 56 | 17 | 67 | -13.7% |
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.