John Vinh

Ambarella Inc (NASDAQ: AMBA) stock crashed more than 13 percent Wednesday after the company’s first-quarter earnings report disappointed the market. Several Wall Street analysts have weighed in on Ambarella stock following the report. Here’s a sampling of what they had to say. Mixed...

After conducting first-hand checks and conversations, KeyBanc found inventories of Apple Inc. (NASDAQ: AAPL) iPhone is starting to trend lower while at the same time demand for Samsung's flagship Galaxy S9 is poor. The Analyst KeyBanc Capital Markets' John Vinh and Michael Lin. The...

After months of doom and gloom predictions about a horrible quarter for Apple Inc. (NASDAQ: AAPL), the company surprised Wall Street with some big numbers on Tuesday. While that’s certainly good news for Apple investors, analysts say it’s also good news for Apple suppliers. KeyBanc...

After blue-chip tech stocks impressed the Street with first-quarter results that beat expectations, the stage is set for another slew of earnings reports from the sector — this time from semiconductor stocks that are predominantly Apple Inc. (NASDAQ: AAPL) suppliers. KeyBanc Capital...

Apple Inc. (NASDAQ: AAPL) introduced a buy-one-get-one-free promotion earlier this year for its iPhone devices, including the high-end iPhone X. The promotions have had a "limited impact" on lowering iPhone inventories, according to KeyBanc Capital Markets. The Analyst KeyBanc...

Synaptics, Incorporated (NASDAQ: SYNA) was upgraded by KeyBanc Capital Markets after the firm's analysts met with the human interface developer's partners and competitors at CES 2018 in Las Vegas.  The Analyst KeyBanc analyst John Vinh upgraded shares of Synaptics from Sector Weight...

KeyBanc's monthly surveys of iPhone inventories, supply and sell-through looks at the prospects for key Apple Inc. (NASDAQ: AAPL) suppliers such as Cirrus Logic, Inc. (NASDAQ: CRUS), Skyworks Solutions Inc (NASDAQ: SWKS) and Broadcom Ltd (NASDAQ: AVGO). The Analyst KeyBanc Capital...

It has been nearly a month since Apple Inc. (NASDAQ: AAPL)'s latest iteration of iPhone, the iPhone X, became available. This feature-rich phone, priced at an exorbitant premium, is being received well, although some company-specific issues have come to plague it. The Analyst KeyBanc Capital...

Broadcom Ltd (NASDAQ: AVGO)'s proposed acquisition of QUALCOMM, Inc. (NASDAQ: QCOM) is nothing short of an "impressive financial engineering masterpiece," KeyBanc Capital Markets' John Vinh said in a Sunday note.  Broadcom is offering Qualcomm's investors $70 a share in...

In terms of corporate strategy, the deal means very little. Broadcom Ltd (NASDAQ: AVGO) announced Thursday it would redomicile from Singapore to the U.S. regardless of the fate of proposed corporate tax reforms. M&A Prospects The move would better position Broadcom for a Brocade...

Apple Inc. (NASDAQ: AAPL) iPhone suppliers may have to wait a little bit longer than expected to ride the iPhone X tailwinds. KeyBanc analyst John Vinh expects most iPhone supplier stocks to remain range-bound while Apple works past temporary iPhone supply constraints. According to Vinh, these...

Apple Inc. (NASDAQ: AAPL) finally announced the much anticipated details to its new lineup of iPhones Tuesday. While the presentation as a whole was mostly in line with what KeyBanc Capital Markets's John Vinh was expecting, the phone launch could be viewed as a major positive for four...

Pacific Crest has increased its 2017 estimates of Cavium Inc (NASDAQ: CAVM) following its completion of the QLogic acquisition. But, the brokerage expressed its concern over the deal, terming it as "reactive," despite acknowledging cost synergy opportunities from the acquisition. Cavium completed...

Pacific Crest analysts remain buyers of Broadcom Ltd (NASDAQ: AVGO), Cirrus Logic, Inc. (NASDAQ: CRUS) and Skyworks Solutions Inc (NASDAQ: SWKS) amid meaningful improvement in iPhone inventories due to aggressive promotion by Apple Inc. (NASDAQ: AAPL). The brokerage's "carrier surveys in North...