BUZZ-GlobalFoundries falls as JP Morgan downgrades to "neutral"_老虎社区_美港股上老虎 - 老虎社区

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BUZZ-GlobalFoundries falls as JP Morgan downgrades to "neutral"

Reuters02-05

** GlobalFoundries Inc's shares down 2.4% at $53.92 premarket after JP Morgan downgrades contract chipmaker to "neutral" from "overweight"

** Brokerage cuts PT to $56 from $65

** Specialty/mature node foundry manufacturing activity continues to decline broadly, potentially lagging semiconductor industry recovery trends by 1-2 quarters and is not adequately reflected in current consensus, JP Morgan says in research note

** JPM says it believes GFS's FinFET (Fin Shaped Field Effect Transistor) customers (AMD, Qualcomm, Marvell, etc) at 12nm-16nm nodes migrating away to lower geometry nodes, which GFS does not support, adding "the team may not be back filling these migrations as quickly as they are losing them"

** Now, 11 or 15 analysts rate GFS "buy" or "strong buy", rest have "hold" recommendations and their median PT is $69, per LSEG

** Stock down 8.8% YTD through Fri close and off ~15% over the past 12 months

(Lance Tupper is a Reuters market analyst. The views expressed are his own)

((lance.tupper@thomsonreuters.com lance.tupper@tr.com 1-646-279-6380))

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Wendyju
·02-05
It's so fucking controversial and ambiguous, many analysts rate it as holding or strong buy and, but JP Morgan rate it as medium? Why is that
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