GRMNBEARISHFLIPPEDMOTLEY FOOL MONEY · BULLISH IN JULY → BEARISH IN AUGUST

Garmin faces memory cost margin pressure

The bearish risk cited for Garmin: as a consumer electronics maker reliant on third-party memory, it faces potential margin compression or price increases for its devices as AI companies soak up memory supply.

Motley Fool Money

MOTLEY FOOL MONEY CHANGED ITS VIEW

BULLISH FOR 4 WEEKS, THEN THE TURN

THEN30 JUL · BULLISHThe bull case argued that Garmin reported exceptionally strong results driven by 25% growth in its fitness segment, with impressive margin expansion and raised full-year guidance that signaled continued momentum.NOW27 AUG · BEARISHThe bearish risk cited for Garmin: as a consumer electronics maker reliant on third-party memory, it faces potential margin compression or price increases for its devices as AI companies soak up memory supply.

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