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Earnings sentiment for Semiconductors — aggregated from 22 earnings calls in the Technology sector
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Semiconductors industry is 8.5/10 across 22 companies.
Aggregated from 22 earnings calls
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for their latest reported quarter. Score is 0–10 (10 = most positive).
Average sentiment rose from 7.91 to 8.45 across the 22-company group, led by the wafer-fab equipment makers re-rating as the AI capital-spending cycle broadened. Applied Materials (AMAT) posted the quarter's largest single move, climbing from 5 to 9 on record revenue of $7.91 billion, non-GAAP EPS of $2.86, gross margin crossing 50% for the first time, and a raised calendar 2026 equipment growth outlook of more than 30%. KLA (KLAC) firmed from 7 to 8 and Lam Research (LRCX) held at the top on record revenue of $6.72 billion and gross margin of 52%, its highest in 20 years; both raised the calendar 2026 wafer equipment market view to the low $150 billion range. ASML (ASML) rose from 9 to 10, lifting full-year net sales guidance to between EUR 43 billion and EUR 45 billion.
| Signal | Companies | Direction breakdown |
|---|---|---|
| Supply Chain | 20 | 31610 |
| AI & Tech | 19 | 19 |
| CAPEX | 14 | 14 |
| Inflation | 6 | 6 |
| Consumer Demand | 3 | 3 |
| Company | Sentiment |
|---|---|
| Q Qnity Electronics, Inc. | 10/10 |
| MRVL Marvell Technology | 10/10 |
| AVGO Broadcom Inc. | 10/10 |
| MPWR Monolithic Power Systems | 10/10 |
| ASML ASML Holding | 10/10 |
| ALAB Astera Labs, Inc. Common Stock | 9/10 |
| NVDA NVIDIA Corporation | 9/10 |
| ADI Analog Devices | 9/10 |
| AMD Advanced Micro Devices, Inc. | 9/10 |
| LRCX Lam Research | 9/10 |
| TXN Texas Instruments | 9/10 |
| AMAT Applied Materials | 9/10 |
| MU Micron Technology, Inc. | 9/10 |
| NXPI NXP Semiconductors | 9/10 |
| MCHP Microchip Technology | 9/10 |
| TER Teradyne | 9/10 |
| KLAC KLA Corporation | 8/10 |
| INTC Intel Corporation | 8/10 |
| ON ON Semiconductor | 8/10 |
| ARM Arm Holdings | 7/10 |
| QCOM Qualcomm | 3/10 |
| SWKS Skyworks Solutions | 3/10 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.