Stifel analysts highlight 5 key AI semiconductor stocks
SF Stifel Financial Corp
$70.34 +0.33%
View chart & analysis → - 1The median P/E ratio for AI stocks for the next 12 months compressed from approximately 60x to approximately 38x in September.
- 2MPWR guided 17% sequential growth and raised the 2026 expected MPWR corporate data growth floor to 130%.
- 3MRVL raised its fiscal 2028 revenue outlook from $16.5 billion to approximately $18 billion.
So what's the key point?
The valuation levels for AI semiconductor stocks changed from 60x to 38x. MPWR set its 2026 growth floor at 130% and MRVL set its revenue outlook at $18 billion.
Source Investing.com · View original ↗
Today's 5 AI picks, all freeNothing hidden: past picks and how they did against the S&P 500.