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Pacific Crest Is A Buyer Of Xilinx, Says Co. Gaining Share From Altera
Tuesday, May 24, 2016 - 1:37pm | 364Read More...Pacific Crest reiterated its Overweight rating on Xilinx, Inc. (NASDAQ: XLNX) after the company's analyst event strengthened its bullish stance on the stock. The brokerage also noted that Xilinx is taking share from Altera, which was bought by Intel Corporation (NASDAQ: INTC) last year. Altera...
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Concerns About iPhone Production Cuts Likely Already Priced Into Suppliers
Friday, May 13, 2016 - 4:28pm | 355Read More...The Apple Inc. (NASDAQ: AAPL) iPhone 7 cycle may end up being softer than investors had hoped, and potential production cuts would certainly be bad news for iPhone suppliers. However, according to Pacific Crest analyst John Vinh, fears surrounding further production cuts are already priced into...
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Apple Earbuds A Giant Opportunity For This Stock
Monday, February 8, 2016 - 12:48pm | 275Read More...Apple Inc. (NASDAQ: AAPL)'s business is so powerful that even its iPhone accessories can drive supplier growth. That is the argument that KeyBanc analyst John Vinh makes in a new report on Cirrus Logic, Inc. (NASDAQ: CRUS). “Despite uncertainty associated with the iPhone’s...
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Did Xilinx's Earnings Change Wall Street's Mind About The Stock?
Tuesday, January 26, 2016 - 3:15pm | 348Read More...Shares of Xilinx, Inc. (NASDAQ: XLNX) are up more than 12.5 percent this week following a big Q4 revenue beat. But should traders now be taking profits on Xilinx, or is there more upside in coming months? Here’s what top firms have to say about the stock now. Deutsche Bank Analyst Ross...
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'Sky Is Not Falling' For Cypress Semi; Analysts Recommend Opportunistic Buying
Friday, January 22, 2016 - 3:00pm | 226Read More...Cypress Semiconductor Corporation (NASDAQ: CY)'s recent selloff is "overdone," according to analysts from Pacific Crest Securities. Analysts John Vinh and Jun Wang see similar conditions for Cypress' peers, and their cash-flow analysis noted minimal risk to dividends. They rated Cypress Overweight...
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PacCrest Goes Against Apple, Cirrus Bears: iPhone 7 Noise-Cancelling Earbuds Huge Opportunity
Friday, January 8, 2016 - 10:43am | 302Read More...Having declined steadily since December 8, Cirrus Logic, Inc. (NASDAQ: CRUS) shares have lost 25 percent. Pacific Crest’s John Vinh upgraded the rating for the company to Overweight, with a price target of $40. Vinh cited the pullback in shares, reset in expectations and CES...
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Apple iPhone Levels Signal Component Correction Coming, Pacific Crest Warns
Monday, December 7, 2015 - 12:20pm | 406Read More...Apple Inc. (NASDAQ: AAPL) shares are up 8 percent year-to-date, although trading meaningfully short of their 52-week high of $134.54. Pacific Crest’s John Vinh said that the rising iPhone inventories point to a correction, and there is increased risk to component supplier outlooks for...
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Apple Supply Chain Faces Risk Here, Pacific Crest Warns
Tuesday, November 3, 2015 - 11:12am | 350Read More...Pacific Crest’s John Vinh said that iPhone 6s sell-through had been disappointing in October, resulting in a significant inventory build. Apple Inc. (NASDAQ: AAPL) supply-chain names are likely to remain range-bound, and there is risk to their forward estimates, Vinh mentioned....
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Avago Trumps Analysts' Fears: What They're Saying Now
Thursday, August 27, 2015 - 1:50pm | 836Read More...Shares of Avago Technologies Ltd (NASDAQ: AVGO) were trading higher by nearly 7 percent an hour after Thursday's opening bell, following the company's second-quarter results on Wednesday. Avago said that it earned $2.24 per share in the second quarter, ahead of the $2.14 per share analysts were...
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Signals Mixed, But RF Stocks Still Attractive Into Earnings
Tuesday, July 21, 2015 - 11:24am | 361Read More...Despite concerns over Samsung Electronics Co Ltd (OTC: SSNLF) weakness and Chinese smartphone saturation, Pacific Crest analyst John Vinh remains bullish on RF suppliers Qorvo Inc (NASDAQ: QRVO) and Skyworks Solutions Inc (NASDAQ: SWKS). Chinese demand is picking up, Apple Inc. (NASDAQ: AAPL) is...
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Pacific Crest Has Concerns About Chip Suppliers
Friday, June 19, 2015 - 3:26pm | 398Read More...Following the recent Linley’s carrier conference, Pacific Crest analyst John Vinh released a report outlining the firm’s updated outlook for semiconductor stocks. Vinh believes that the environment will remain challenging, but has an overall bullish outlook for a pair of names in the...
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Broadcom-Avago...The Day After
Thursday, May 28, 2015 - 2:13pm | 728Read More...Broadcom Corporation (NASDAQ: BRCM) soared over 20 percent Wednesday following news its would be acquired by Avago Technologies Ltd (NASDAQ: AVGO) in a $37 billion dollar deal; the deal was confirmed Thursday morning. On Thursday, Avago traded at $140.30, down 0.84 percent while Broadcom fell 2...
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Is China Weakness Offsetting iPhone, Galaxy Demand?
Friday, April 17, 2015 - 8:25am | 390Read More...Chipmakers whose products are used in mobile computing are seeing strong demand related to the Apple Inc. (NASDAQ: AAPL) iPhone and Galaxy lines offset by sluggish phone sales in China, an analyst said Thursday. But it's steady as she goes for Pacific Crest's John Vinh, who maintained...
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Pacific Crest Analysts Went To China, Offered Updates On Apple & Samsung
Tuesday, April 7, 2015 - 10:20am | 251Read More...In a report published Monday, Pacific Crest analyst John Vinh commented that his quarterly handset checks were mixed with weak overall demand in China. According to Vinh, supply chain partners indicate Chinese demand for smartphones was weaker than expected on delays of FDD-LTE licenses and excess...
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Synaptics Falls Amid Pacific Crest Downgrade, Stifel Sees Buying Opportunity
Friday, January 2, 2015 - 5:44pm | 200Read More...Shares of Synaptics, Incorporated (NASDAQ: SYNA) fell sharply Friday amid differing views on the stock. Pacific Crest analyst John Vinh cut his rating on the company from Outperform to Sector Perform due to concerns that the company may have lost the touch controller socket contract on the...
