Metrology

Business

Is Onto Innovation Fairly Valued? A Deep Dive Into the Semiconductor Metrology Leader's Financial Prospects

A discounted cash flow analysis suggests Onto Innovation's stock is trading close to its intrinsic value. We break down the assumptions behind the model and what it means for investors in the competitive chip equipment sector.

Business

Nova Ltd. (NVMI) Upgraded as Semiconductor Equipment Sector Shows Signs of Robust Recovery

Needham raises Nova Ltd. (NVMI) to Buy with a $500 price target, citing improving industry conditions and the company's strategic position in China's memory market. The upgrade follows a similar bullish move by Bank of America earlier in January.

Business

Analysts Bullish on Applied Materials as AI Spending Fuels Semiconductor Equipment Demand

A wave of analyst upgrades for Applied Materials underscores growing confidence in global semiconductor capital expenditure, driven by the AI infrastructure boom and demand for advanced manufacturing tools. The company's strategic position in wafer fabrication equipment places it at the heart of the industry's next growth phase.