Semiconductor stocks see bullish views at Susquehanna ahead of earnings

Susquehanna has revised price targets for several semiconductor stocks, anticipating modest upside for Q4 results and a positive outlook for Q1, driven largely by AI advancements. Analysts noted better-than-expected PC market builds and positive trends for data centers, particularly for Nvidia and Broadcom. However, challenges remain in the auto sector and for EU-exposed companies due to declining PMIs. Price targets were increased for several companies, including Analog Devices and Coherent, while some targets were lowered for Qorvo and Skyworks Solutions.