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Goldman Sachs is bullish on three semiconductor targets, while also warning of overvaluation risk.

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Deep Tide TechFlow News, July 6 - According to Tide Research, the SOX index rose 88% in Q2. Goldman Sachs believes that earnings beating expectations is already a high-probability event, but there is also pressure from the stock price being priced in ahead of time. The performance of the covered targets this quarter is expected to beat expectations across the board, with AI server chips providing the strongest boost, while industrial and automotive sectors remain a drag. The tactical list clearly goes long on AMAT (target price $645), AMD ($640), and ON ($95); it is more cautious on KLAC (neutral) and ARM (bearish). Although Q is rated as a buy, its risk-reward ratio is weak. Goldman Sachs' 2027 EPS forecast for AMD is 13% higher than the consensus estimate. Memory has the most flexibility, with SNDK's target price raised from $1,200 to $2,200, STX raised to $960, and WDC raised to $650 (up 240% year-to-date).
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