Joseph Moore

Shares of Micron Technology, Inc. (NASDAQ: MU) were trading higher by more than 5 percent early Wednesday morning and are now flirting with the stock's 52-week high of $36.60. The company reported Tuesday its fiscal fourth quarter results, which came in above consensus estimates and solidifies the...

Following its time with Ambarella Inc (NASDAQ: AMBA) management on a road show, Morgan Stanley raised the bull case for the company to $115, suggesting 152-percent upside. The optimistic expectation is based on the firm getting increasingly excited for computer vision. As such, the firm has an...

The hot-and-happening tech sector is going from strength to strength, and the semiconductor sector, which is a major sub-sector within the tech sector, has also performed exceptionally well in recent times. Following its recent checks and distribution survey work, Morgan Stanley discussed in a...

A pair of big names in the semiconductor space is set to report earnings Thursday, and investors have one last chance to snatch up shares before the big news. Semiconductor stocks have been red-hot in recent years, and Morgan Stanley analyst Joseph Moore expects more of the same from Ambarella Inc...

Morgan Stanley analyst Joseph Moore recently attended the 2017 Flash Memory Summit and took place in company events, panel discussions and private events with industry insiders. Following the summit, Moore is even more convinced of Morgan Stanley’s bullish thesis on Micron Technology, Inc. (...

Intel Corporation (NASDAQ: INTC) reported robust results for Q4, although the 2017 guidance was disappointing. Morgan Stanley’s Joseph Moore upgraded the rating on the company from Underweight to Equal Weight, while raising the price target from $35 to $38. Q4 Results Intel reported its...

Following several quarters of disappointing gross margins, the February guidance provided by Micron Technology, Inc. (NASDAQ: MU) reflects meaningful improvement not only at the company, but also in the commodity market. Morgan Stanley’s Joseph Moore maintains an Overweight rating on the...

Morgan Stanley’s Joseph Moore believes Intel Corporation (NASDAQ: INTC) reducing the full-year guidance for data center growth could prove to be a long-term positive, since a lower bar has helped relative valuation improve. Moore maintains an Underweight rating on the company, while raising...

Morgan Stanley maintains its Overweight rating and $20 price target on Micron Technology, Inc. (NASDAQ: MU), despite calling the fourth quarter results "a modest setback." Quarterly Results And Analyst's Take For the fourth quarter, Micron reported a non-GAAP EPS loss of -$0.05 on revenues of $3.2...

Marvell Technology Group Ltd. (NASDAQ: MRVL) reported its July quarter results ahead of the guidance, while guided to a marginally lower October quarter, due to potential seasonal declines in console builds. Morgan Stanley’s Joseph Moore maintains an Equal-Weight rating on the company, while...

Following the recent rally in Micron Technology, Inc. (NASDAQ: MU) shares, Morgan Stanley’s Joseph Moore believes the stock now meaningfully discounts commodity pricing improvements. Moore maintains an Overweight rating on the company while raising the price target from $18 to $20. “The...

Everyone was expecting strong results from NVIDIA Corporation (NASDAQ: NVDA), but the impressive part was the third quarter outlook. The semiconductor firm guided revenues 16 percent above consensus, with strong operating margin fall through driving EPS over 40 percent above Street view. Morgan...

Micron Technology, Inc. (NASDAQ: MU) reported an in-line quarter, while issuing a disappointing guidance. Morgan Stanley’s Joseph Moore maintains an Overweight rating on the company, with a price target of $18. Weak August Guidance “The poor August quarter is mostly a function of...