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Micron Analyst Drops Bearish Stance, Remains Cautious On Calling Memory Market Bottom
Tuesday, July 30, 2019 - 1:45pm | 441Read More...Memory stocks have had a rough year, but one analyst said Tuesday that the near-term is starting to look brighter for Micron Technology, Inc. (NASDAQ: MU). The Analyst Morgan Stanley analyst Joseph Moore upgraded Micron from Underweight to Equal-weight and raised his price target from $31 to $48....
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3 Analysts Lift Xilinix's Price Target
Thursday, July 25, 2019 - 3:23pm | 479Read More...Adaptive and intelligent computing company Xilinx, Inc. (NASDAQ: XLNX) reported fiscal first-quarter results that were mostly in-line with expectations but management guided towards a weaker September quarter. Management said it expects fiscal second-quarter revenue to come in at $825 million,...
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Analyst: AMD's New Graphics Cards Make 'Meaningful Improvement' But Cost More Than Expected
Tuesday, June 11, 2019 - 2:23pm | 315Read More...Advanced Micro Devices, Inc. (NASDAQ:AMD)’s new Radeon RX 5700 family of graphics cards show “meaningful improvement” over previous generation cards, though they’re more expensive than anticipated, said Morgan Stanley as AMD rolled out the cards at the E3 trade show. The...
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Morgan Stanley Upgrades AMD, Says 'Table Is Set Well' For 2020
Thursday, June 6, 2019 - 9:45am | 366Read More...A cautious stance on Advanced Micro Devices, Inc. (NASDAQ: AMD) over the past year was "obviously" the wrong call but the "table is set well" for 2020, according to Morgan Stanley. The Analyst Morgan Stanley's Joseph Moore upgraded Advanced Micro Devices from Underweight to...
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A Bull And A Bear Break Down Ambarella's Earnings
Wednesday, June 5, 2019 - 2:06pm | 516Read More...Ambarella Inc (NASDAQ: AMBA) reported Tuesday fiscal first-quarter results that were mostly in-line with expectations. Here is a summary of how one bull, one bear and neutral analyst reacted to the print. The Analysts Bank of America's Adam Gonzalez maintains an Underperform rating on Ambarella...
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ON Semi, Ambarella Shares Lower Amid Threat Of HIKvision Blacklist
Wednesday, May 22, 2019 - 1:55pm | 352Read More...Ambarella Inc (NASDAQ: AMBA) shares were trading down Wednesday amid concerns the Trump administration could blacklist HIKvision, a Chinese surveillance firm, according to a New York Times report. The move would effectively ban HIKvision from purchasing U.S. technology and could occur in the coming...
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Applied Materials Analysts Break Down Q2 Beat
Friday, May 17, 2019 - 4:47pm | 760Read More...Semiconductor equipment maker Applied Materials, Inc. (NASDAQ: AMAT) reported better-than-expected fiscal second-quarter results Thursday, sending its shares solidly higher. The company issued in-line third-quarter guidance. The Analysts Morgan Stanley analyst Joseph Moore maintained an Equal-...
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Nvidia Analysts Sold On Long-Term Story, But Cautious On Data Center Weakness, Competition
Friday, May 17, 2019 - 11:01am | 1138Read More...NVIDIA Corporation (NASDAQ: NVDA) came back strongly with its first-quarter report Thursday, with an earnings beat and revenues that slightly exceeded expectations. The Analysts Rosenblatt Securities analyst Hans Mosesmann maintained a Buy rating on Nividia and lowered the...
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Analysts Impressed With AMD's Execution, Pipeline Following Solid Q1 Results
Wednesday, May 1, 2019 - 12:17pm | 815Read More...After Intel Corporation (NASDAQ: INTC) disappointed with its first-quarter earnings report, Advanced Micro Devices, Inc. (NASDAQ: AMD)'s quarterly print came as a welcome relief for investors worried about the semiconductor sector's recovery. The Analysts Morgan Stanley analyst...
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As Intel Falls After Q1 Report, Analysts Recommend Buying The Dip
Friday, April 26, 2019 - 1:11pm | 839Read More...Intel Corporation (NASDAQ: INTC)'s first-quarter earnings report Thursday confirmed the weakness in semiconductor demand, with the chipmaker forecasting its first annual profit decline since 2015. The Analysts Morgan Stanley analyst Joseph Moore maintained an Overweight rating on Intel...
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Morgan Stanley Downgrades Micron, Says Street Outlook 'Too Optimistic'
Thursday, April 4, 2019 - 9:49am | 329Read More...After a hot start to 2019, one analyst said Thursday the Micron Technology, Inc. (NASDAQ: MU) rally has run out of steam. The Analyst Morgan Stanley analyst Joseph Moore downgraded Micron from Equal-Weight to Underweight and reiterated his $32 price target. The Thesis Morgan Stanley’s...
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Analysts: Intel's Datacentric Innovation Day Reinforces Performance Leadership, But No Major Surprises
Wednesday, April 3, 2019 - 3:43pm | 833Read More...Intel Corporation (NASDAQ: INTC) held its Datacentric Innovation Day in San Francisco Tuesday and unveiled its next-gen processors and platform technologies. The sell-side viewed the event as reaffirming the chip giant's performance leadership in data center products. The Analysts...
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AMD Analyst Says Cloud Gaming A Good Opportunity, But Stock Is 'Ahead Of Itself'
Tuesday, March 19, 2019 - 12:27pm | 444Read More...As gaming companies go all out to capture the potential offered by cloud gaming, Advanced Micro Devices, Inc. (NASDAQ: AMD) seems to have emerged an early winner, according to Morgan Stanley. The Analyst Analyst Joseph Moore maintained an Underperform on AMD with a $17 price target....
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What's Next For Nvidia And Mellanox?
Tuesday, March 12, 2019 - 5:00pm | 724Read More...GPU inventor NVIDIA Corporation (NASDAQ: NVDA) reached an agreement to acquire Israel-based Mellanox Technologies, Ltd. (NASDAQ: MLNX), a supplier of smart interconnect solutions and services for servers and storage for $125 per share. Several more Street analysts have offered their take. The...
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Sell-Side Debates What To Like And Not To Like In Marvell's Latest Earnings
Friday, March 8, 2019 - 2:15pm | 562Read More...Marvell Technology Group Ltd. (NASDAQ: MRVL) reported fourth-quarter results that were mostly in-line with management's preannouncement but first-quarter guidance fell short of expectations. Here is a summary of how some of the Street's top analysts reacted to the print. The Analysts MKM...
















