The semiconductor sector is bracing for a shakeup, and JPMorgan’s Harlan Sur isn’t mincing words. “Expect in-line results but tariff/trade related dynamics to drive weaker 2Q/2H25 and negative earnings revision cycle.” That’s Wall Street-speak for buckle up – it’s about to get bumpy.
Tariff Troubles: A 15-25% EPS Trim Ahead?
As first-quarter earnings begin to roll in, Sur says the Street should prepare for a “kick off negative earnings revision cycle,” with forward EPS estimates…
Article Source
https://www.benzinga.com/25/04/44861917/broadcom-marvell-synopsys-the-chips-that-might-not-crumble-in-the-coming-storm
