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Posted by
Two Blokes Apr 17 -
Filed in
Stock
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Nordic Semiconductor has outperformed expectations and guided meaningful IoT end-market recoveries, driving outperformance relative to rivals and the broader semiconductor sector. Concerns about tariffs and global economic slowdowns pose risks to Nordic's revenue and earnings, particularly due to the company's high fixed operating leverage. Nordic's IoT growth opportunities, particularly wearables and industrial monitoring, and diversification into other wireless protocols support a bullish long-term outlook despite near-term uncertainties.
