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Morgan Stanley's Semiconductor Picks: Qualcomm, Qorvo, Lam Research Over Intel, Nvidia
Tuesday, June 16, 2020 - 4:35pm | 732Read More...With computing and cloud stocks that are capitalizing on the work-from-home economy rallying, an analyst at Morgan Stanley is of the view that it's time to rotate out of them — and into semionductor stocks that are levered to a rebound in consumer spending. The Semiconductor Analyst...
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AMD Analysts Eye Valuation, PC Risks, Intel Competition After Q1 Report
Wednesday, April 29, 2020 - 1:50pm | 859Read More...Advanced Micro Devices, Inc. (NASDAQ: AMD) reported fairly robust first-quarter results Tuesday, although the second-quarter revenue guidance was below Street expectations at the low end. The AMD Analysts UBS analyst Timothy Arcuri maintained a Neutral rating on AMD shares and ...
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What AMD Analysts Expect From The Chipmaker's Q1 Report
Monday, April 27, 2020 - 3:41pm | 780Read More...With Intel Corporation (NASDAQ: INTC) reporting strong first-quarter results, the Street's focus now turns to its peer Advanced Micro Devices, Inc. (NASDAQ: AMD), which is scheduled to release its financial results Tuesday after the close. The AMD Analysts Credit Suisse analyst John Pitzer...
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What To Expect From AMD's Analyst Day
Monday, March 2, 2020 - 6:15pm | 764Read More...Advanced Micro Devices, Inc. (NASDAQ: AMD) stock has pulled back roughly around 23% from the record high of $59.27 it hit Feb. 19 amid the market-wide COVID-19-related pullback. Investors are likely to look ahead to the company's financial analyst day scheduled for Thursday for the stock's...
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Nvidia Analysts Maintain Bullish Outlook Following Q4 Data Center, Gaming Strength
Friday, February 14, 2020 - 1:42pm | 847Read More...NVIDIA Corporation (NASDAQ: NVDA) reported strong fourth-quarter results, sending shares sharply higher in Friday's session. The Nvidia Analysts Wedbush analyst Matthew Bryson reiterated an Outperform rating on Nvidia and lifted the price target from $295 to $311 Needham analyst Rajvindra Gill...
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Qualcomm Analysts Stay On The Sidelines Following Mixed Guidance
Friday, February 7, 2020 - 9:05am | 533Read More...QUALCOMM, Inc. (NASDAQ: QCOM) reported fairly strong fiscal-year 2020 first-quarter results, but the stock moved lower, apparently due to the warning regarding the Chinese coronavirus causing supply chain disruption and a probe launched by the EU antitrust watchdog related to its 5G chipset...
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Micron, Western Digital Analyst Upgrades Stocks, Sees 'Memory Rerating Potential'
Thursday, January 23, 2020 - 12:20pm | 384Read More...Morgan Stanley, which thus far remained on the sidelines of memory and storage device manufacturers Micron Technology, Inc. (NASDAQ: MU) and Western Digital Corp (NASDAQ: WDC), deemed it necessary to move to a bullish stance following the rapid bottoming of memory fundamentals. The Analyst Analyst...
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Morgan Stanley On AMD At CES: 'Impressive Group Of Products, But Nothing Particularly Surprising'
Tuesday, January 7, 2020 - 2:59pm | 531Read More...Advanced Micro Devices, Inc. (NASDAQ: AMD) CEO Lisa Su hosted a press conference Monday ahead of the 2020 Consumer Electronics Show, announcing new products and laying out a product roadmap. The AMD Analyst Morgan Stanley analyst Joseph Moore maintained an Equal-weight rating on AMD with a $42...
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Marvell's Valuation Keeps Morgan Stanley At Bay, While NXP Impresses With Growth Drivers, Returns
Wednesday, December 4, 2019 - 12:09pm | 634Read More...Infrastructure semiconductor solutions provider Marvell Technology Group Ltd. (NASDAQ: MRVL) reported in-line fiscal third-quarter earnings but guided the fourth quarter lower. The company also announced securing of all necessary regulatory approvals for the proposed sale of its wireless...
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Nvidia Has One Of The Best Opportunities To Maintain High Multiple, Morgan Stanley Says In Upgrade
Monday, November 25, 2019 - 10:25am | 382Read More...NVIDIA Corporation (NASDAQ: NVDA) is staring at a promising 2020 after witnessing some setbacks in 2019, according to an analyst at Morgan Stanley. The Analyst Joseph Moore upgraded Nvidia from Equal-Weight to Overweight and increased the price target from $217 to $259. (See his track record here)...
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Analysts Upbeat On AMD's Product Roadmap, Execution
Wednesday, October 30, 2019 - 11:39am | 860Read More...Advanced Micro Devices, Inc. (NASDAQ: AMD) reported third-quarter results, with fourth-quarter revenue guidance indicated to come in line or below the consensus. The Analysts Morgan Stanley analyst Joseph Moore maintained an Equal-Weight rating and $32 for shares of AMD. (See his track record...
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Intel Analysts Reflect On Data Center Strength, Product Roadmap And Competition
Friday, October 25, 2019 - 1:11pm | 868Read More...Intel Corporation (NASDAQ: INTC) shares are climbing to a six-month high following third-quarter results. The Analysts Morgan Stanley analyst Joseph Moore maintained an Overweight rating on shares of Intel and nudged the price target from $64 to $65. (See his track record here) Wedbush analyst...
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A 'More Extended Correction' Ahead? Texas Instruments Analysts React To Q3 Report
Thursday, October 24, 2019 - 2:13pm | 539Read More...Texas Instruments Incorporated (NASDAQ: TXN) reported in-line results Tuesday for the September quarter while guiding to significantly weaker revenue for the December quarter. Analysts are in wait-and-watch mode. In-Line Quarter, But Nothing To Write Home About Texas Instruments reported third...
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Analysts Like Nvidia's EGX Edge Supercomputing Platform, 5G Opportunity
Tuesday, October 22, 2019 - 11:15am | 517Read More...NVIDIA Corporation (NASDAQ: NVDA)’s CEO delivered the keynote address at Monday’s Mobile World Congress — and he certainly made an impression. The Analysts Bank of America analysts led by Vivek Arya maintained a Buy rating and $250 price target. Morgan Stanley analysts Joseph...
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Western Digital Analysts Guarded On V-Shaped Recovery Company Predicts For NAND Market
Thursday, August 1, 2019 - 3:19pm | 548Read More...Western Digital Corp (NASDAQ: WDC) reported in-line fourth-quarter earnings and revenues that came slightly shy of estimates. The forecasts for the first quarter also largely met estimates. The Analysts Morgan Stanley's Joseph Moore maintained an Equal-Weight rating on Western Digital but...
















