Although information technology is among the best performance sectors so far in 2025, the returns are evenly distributed through the technical universe.
When many investors think about technology, they imagine that the wonderful seven – technological space mighty, including Apple Inc. Nasdak: AaplThe alphabet Nasdak: GoogAnd Ilk. But the search for performance, as a group, was the huge companies that they practiced in line with the broader market to history (YTD). For example, the wonderful Roundhill seven ETF Bats: cupsThe Trading Fund (ETF), which tracks the performance of these seven companies, was tracked by 9.6 % compared to 9.3 % for the S&P 500 during that period.
To take a new look at the technical space, consider smaller conflicts such as Indie Semiconductor Inc. Nasdak: IndyACM Research Inc. Nadat: AcmrAnd Arteris Inc. Nasdak: AIP. Although only one of these companies has surpassed seven Great YTD, all three have enormous potential, analyst support and less interested in investors.
Semi -independent conductors: quietly leads the car of the car chip
Expectations of semiconductor independent conductors today
$ 5.90
37.85 % upModerate purchase
Based on 6 analytical reviews
| The current price | $ 4.28 |
|---|---|
| High expectations | 8.00 dollars |
| Average expectations | $ 5.90 |
| Low expectations | 4.50 dollars |
Expected details of the semi -semiconductors of independent conductors
Indie is a specialized semiconductor maker that specifically meets its services to the auto industry. The small company-has the maximum market in the market less than one billion dollars-on revenue in the second quarter of the year, as a margin of total other than the principles of accounting generally reached 49.1 % despite a difficult environment for car companies. The programs and components of the advanced drivers assist system (ADAS) is prominent, as the company is preparing to expand the scope of the 77 GHz radar slides group later this year.
At the same time, Indie also found a success in the lights with LXM laser, a product that could be transforming into Lidar technology is increasingly popular It is often used in independent compounds. The capable market for this product alone may reach a height of 5 billion dollars by 2030. The company was able to do all this while cutting the quarterly losses, which reduces operating expenses, and expands its technological access with the purchase of passion 3 to expand the scope of perception programs.
Through strong intellectual property and positive relationships with original equipment manufacturers (OEM), it is not surprising that Indie is five out of six analysts covered by Marketbeat have given the arrow a purchase rating. Although it is still profitable and therefore it is on the most dangerous side, Analysts see approximately 39 % in the upward direction.
ACM: The creator of chip equipment in China
ACM Research today
$ 26.33
2.82 % upModerate purchase
Based on 3 analytical assessments
| The current price | $ 25.61 |
|---|---|
| High expectations | $ 36.00 |
| Average expectations | $ 26.33 |
| Low expectations | 18.00 dollars |
ACM shares details search
ACM plays an important role in the area of the chips industry for single wet cleaning equipment. The company is in a unique position: it is its headquarters in the United States, but it is increasingly conducting its business in China. While this makes it vulnerable to the effects of the ongoing trade war between these two countries, ACM has yet succeeded in the success of the storm. The company’s revenues increased by more than 6 % on an annual basis (YOY) to more than $ 215 million for the last quarter, overcoming predictions, on sales of Ultra C WB.
Chinese semiconductor space grows rapidly, and the ACM product variety expands to meet the increasing demand. The company will launch several new platforms and tools in the coming quarters, with the effect of revenues expected to start by 2026. In the latest profit report, ACM went further than twice its long -term revenue expectations for its Chinese business to $ 2.5 billion.
ACMR shares rose About 14 % ytd, And with a The purpose of the consensus price of $ 26.33, Analysts seem to expect more bullish trend on the horizon. Although the company is not often reviewed by analysts, two out of three It has been dedicated to a purchase classification.
Arterial: operation of the backbone of artificial intelligence chips
Expectations of the arterial shares today
$ 15.00
63.40 % upHe buys
Based on 3 analytical assessments
| The current price | 9.18 dollars |
|---|---|
| High expectations | 16.00 dollars |
| Average expectations | $ 15.00 |
| Low expectations | 14.00 dollars |
Details of the forecasts of the arteries
Other semiconductor, Arteris is responsible for the fabric technology that is connected to the slide used in communication applications. The company plays a role often but it is decisive in developing many artificial intelligence and relevant chips. Although Her work is high margin and benefits from royaltiesThe arteries have long struggled with profitability, and the path of continuous losses is not completely clear.
In the Q2 2025 profit report, the company published $ 16.5 million revenues, which won expectations. Although it is still profitable, a net loss in the GAAP is 9.13 million dollars (or 22 cents per share), the main performance indicators such as the annual contract value and the remaining performance obligations increased by double numbers, indicating a strong momentum forward.
For a very small company – the maximum market is less than $ 400 million – Herteris has the ability to have a significant impact on what can be said to be the most industry in the world. Low debt levels of the company and convincing public budget help. This may be the reason that the three analyst classification shares have given them a purchase classification, and why these analysts collectively It is expected that the shares will climb by about two -thirds.
Before you think about the semiconductors of independent conductors, you will want to hear it.
Marketbeat follows the best research analyst at Wall Street, the best performance in Wall Street and the stocks they recommend to their customers on a daily basis. Marketbeat has identified the five shares that the senior analysts quietly whispered to their customers to buy now before wiping the broader market … and it was not the semi -independent conductors in the list.
While the semiconductors currently have a moderate purchase classification among analysts, higher -rated analysts believe that these five stocks buy better.
Show the five stocks here
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