Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
0
institutions
Sector
Semiconductors
P/S (TTM)
13.4
EV / FCF (TTM)
46.0
Xilinx, Inc. is a global leader specializing in the creation, development, and worldwide distribution of programmable semiconductor devices and related advanced technologies. The company's product portfolio encompasses a variety of integrated circuits (ICs), primarily programmable logic devices (PLDs), including cutting-edge programmable System-on-Chips (SoCs) and innovative three-dimensional ICs. They also offer the Adaptive Compute Acceleration Platform (ACAP), alongside a comprehensive suite of software design tools specifically tailored for programming these PLDs. Further enhancing their ecosystem are robust software development environments, embedded platforms, pre-optimized reference designs, and custom printed circuit boards (PCBs). Xilinx also licenses a wide array of Intellectual Property (IP) cores, covering crucial interfaces like Ethernet, memory controllers, Interlaken, and PCI Express, as well as specialized IP for embedded systems, digital signal processing (DSP), connectivity, and various market-specific applications. To support product development, Xilinx provides development boards and complete kits – integrating hardware, design tools, IP, and reference designs – all engineered to streamline and accelerate the creation of specialized, market-specific applications. Additionally, their configuration products feature both one-time and in-system programmable storage devices, essential for configuring Field-Programmable Gate Arrays (FPGAs). Beyond its products, Xilinx extends its expertise through a suite of services, including design assistance, customer training, on-site field engineering, and comprehensive technical support. Their advanced solutions cater to electronic equipment manufacturers across a diverse spectrum of industries. These include data centers, wireless and wired communications, aerospace and defense, test and measurement, industrial, scientific and medical applications, automotive, audio/video/broadcast, and consumer electronics. Xilinx distributes its offerings via a global network of independent distributors, directly to Original Equipment Manufacturers (OEMs) and Electronic Manufacturing Service (EMS) providers, and through independent sales representatives. Established in 1984, Xilinx, Inc. is headquartered in San Jose, California. Since February 14, 2022, the company has operated as a subsidiary of Advanced Micro Devices, Inc. (AMD).
www.amd.com/en.htmlNo one on the platform currently holds XLNX.
No tracked institution reports a position in XLNX as of their last filing.
No one on the platform has traded XLNX yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Analyst estimates unavailable for this ticker.
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2022-01-26 | $0.95 | $1.19 | +25.3% |
| 2021-10-27 | $0.87 | $0.94 | +8.0% |
| 2021-07-28 | $0.77 | $0.83 | +7.8% |
| 2021-05-04 | $0.71 | $0.75 | +5.6% |
| 2021-01-27 | $0.68 | $0.69 | +1.5% |
| 2020-10-21 | $0.74 | $0.79 | +6.8% |
| 2020-07-30 | $0.56 | $0.38 | -32.1% |
| 2020-04-22 | $0.69 | $0.75 | +8.7% |
| $27.8B |
| — |
| OIIMO2Micro International Limited | $4.90 | +0.00% | $143M | — |
| PENGPenguin Solutions, Inc. | $47.50 | +1.95% | $2.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
$AMD I'm always forgetting this stuff because other higher weighted stocks keep making more money than I lose while this is dropping... Man, I miss the old boring but special $XLNX...
View on StockTwits ↗$SPY Ending my week up 1.36%, YTD up 21.3%. Guess it could be worse. Glad a tiny 51 $AMD position from the $XLNX acquisition is my only ticket in the AI gamble.
View on StockTwits ↗$AMD I wish I had bought much much more $XLNX years ago so I would have more $AMD right now.
View on StockTwits ↗@2moontrader What in the world is "still paying $XLNX acquisition?" That closed years ago...not causing one iota of dilution. The only thing is the amortization of the goodwill...a completely irrelevant issue as to the valuation or the prospects of the company.
View on StockTwits ↗$AMD Rocktober (and we have one more week to go) proved to be even better than anticipated with $AMD front and center of compute initiatives across the board. The Lisa Su led company has brought the best people together who are now more than ever networking and collaborating to lead the industry on many fronts. The $IBM / Quantum news late last week is case in point. Also note all the folks from $AMD divisions recently purchased at key industry events. Noteworthy is that the $XLNX piece of the puzzle has played a key role. People wrote that move off long ago as mostly wasteful but it seems that they will be proven wrong as that technology will have its day in the sun again validating the acquisition strategy of the company. When you position yourself ideally on the cutting edge it should not be surprising that good things like this happen.
View on StockTwits ↗$AMD I want my $XLNX back. That one was much more under the radar before AMD bought them.
View on StockTwits ↗$AMD A quote from below "...But AMD is increasingly becoming the wedge for edge. " This where the $XLNX acquisition by $AMD will pay off. Not mentioned in the Boloor piece but this is a key growth driver where $AMD will be the undisputed leader.
View on StockTwits ↗@ChartSherpa How about factoring in the continuing taking of market share from $INTC in traditional server/data center markets (outside of GPUs for acceleration)? $AMD is also outselling $INTC in online CPU sales and just won the $DELL business. Even if you discount completely any revenue where they compete directly with $NVDA the fact is that the AI wave in the digital age will lift all semi segments...including edge AI for which $AMD has its $XLNX division which is really not being modeled for any growth here. The icing on the cake is that it is likely that $AMD will become at least a second supplier to $NVDA and there is even a fair chance that it will get a large portion of the "inferencing" market where so far their GPUs/software platform seem to be competitive.
View on StockTwits ↗@TheRealMilknhoney Indeed I have made that point about $XLNX countless number of times. My point in that last post is that these websites are wrong which ever accounting you use. If they are using GAAP then the forward numbers are wrong. If they are using non-GAAP then the trailing numbers are wrong. The most frustrating thing is that over the years as $AMD has actually hit their numbers (they have not really beaten by much lately to be honest) instead of people conceding that they have grown into their valuation by actually using the same metrics that they judged the company by in the past...no these websites unbeknownst to the casual investor shift the goalposts by now shifting to GAAP where the bar was set according to no GAAP.
View on StockTwits ↗@Thewhatnotguy @Mercy_forever yes it is from the $XLNX deal and the amortization of the goodwill will be with us for a few more years.
View on StockTwits ↗@MFWhaaaaaaT @spacechimp No they do use them almost every Q but it has not amounted to much lately. After the $XLNX buy they did significantly more. That round ended and they renewed their buyback program but much less aggressive.
View on StockTwits ↗@Mercy_forever @jjjilll Look we have had this discussion on this board about 54 times or so..last one was a few hours ...check my last post. If you know what a P / E is you should not have to look it up: its the price ..everyone sees that .. divided by the earnings per share every year...with AMD you take the latest and multiply by 4 and it's about the same as adding the 4 last q reports. That is about $3-$3.50 (you can check that on Yahoo finance if you don't remember or can't look up the ERs. So $AMD would have to trade over $300 to have a p/e of 100+. Not even close. The reason you see these numbers is because AI is still stupid...very stupid in some ways. It is getting numbers from various sources some GAAP some non GAAP and mixing them up and that is why you see your 110 number. As I posted earlier the difference is just due to intangibles (which are not even currently relevant even if they would translate into real money) from the $XLNX deal.. current P/E is around 30-40.
View on StockTwits ↗$AMD At some point you can only ding $AMD price so many times based on AI accelerator market share. In fact zero out any more market penetration and you still get good growth there and moreover continuing inroads into the traditional CPU market once dominated by $INTC. At some point you can even zero out any "AI" revenue and the price will still be reasonable based on the quality of its current products. The broader point is that we are in the midst of a new semi super cycle driven by new applications and increases in current use cases. The reality is, of course, that $AMD with its deep relationships with both hyperscalers and corporate clients will get more than its share of the $NVDA dominated market. Big customers want a second supplier and a more economical option especially with energy efficiency. Also remember that $AMD with its $XLNX buy is also positioned to be a player in the yet to be discovered "edge AI" market which is coming in the latter half of this decade and beyond.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.