Theme watch · maturing
Analog semiconductor stocks to watch · August 2026.
As of 28 August 2026
The $405 post-Q2 shelf has broken — the 2026-08-14 close of $389.39 sits 12.6% under the $445.48 52-week high while every published target…
NVIDIA's 2026-08-26 beat bought one higher close: AXTI printed $66.92 on 2026-08-27, still below the $73.8 shelf and 52.5% under the $140.83 high.…
US antitrust cleared 2026-08-01 and Skyworks' post-print recovery to $69.62 lifted implied consideration to $99.33 (0.960 SWKS + $32.50 cash)…
Cycle-turn re-rate has fully round-tripped: down ~46% from $69.47 to the high-$30s, now under the $50 June placement and below every covering…
"3-mo price move" is the stock's market price change, not a FrontierPicks return. The "3-mo price move" column is one of the three inputs to that score, weighted 20% — not the ranking itself, so rows do not descend in it. A dash means the name did not place in this week’s top-50 momentum scan, so it has no published 3-month figure.
How this page is built
These are the names FrontierPicks covers in the analog semiconductor stocks cluster — each with a dated research dossier. Names on the momentum board rank first by a composite momentum score — 1-month price trend 50%, 3-month trend 20% and acceleration 30% — computed arithmetically from daily closes, then the rest of the covered roster by conviction tier. Cluster membership is assigned by a frontier model, currently read as maturing.
Questions
- What analog semiconductor stocks does FrontierPicks cover?
- As of 28 August 2026, the analog semiconductor stocks FrontierPicks tracks are led by ADI, AXTI, QRVO, VSH, each with a dated research dossier. Names on the momentum board rank first by composite momentum score, then the rest of the covered roster by conviction tier; this is research, not a recommendation.
- Is the analog semiconductor stocks theme accelerating or slowing?
- The FrontierPicks model reads this cluster as maturing as of 28 August 2026. New theme holding analog/RF/discrete and compound-substrate exposure that was previously unclustered; the single dated item is Baird maintaining ADI Outperform and raising the target to $675 (08-24). No member appears on the momentum screen and three of the four have no headline in the window — the sample does not support a directional claim, only a placeholder.
- How does FrontierPicks rank analog semiconductor stocks?
- Every name links to its dated research dossier. Names on the momentum board rank first by composite momentum score, then the rest of the covered roster by conviction tier. Methodology is open; this is research, not advice.
Related
As of 28 August 2026 · research, not advice.