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Ambarella Analysts See Long-Term Opportunity In Computer Vision
Wednesday, March 6, 2019 - 12:08pm | 654Read More...Video chipmaker Ambarella Inc (NASDAQ: AMBA) reported Tuesday after the market close with forecast-beating fourth-quarter results, but issued disappointing guidance for the first quarter. The Analysts Morgan Stanley's Joseph Moore maintained an Overweight rating on Ambarella with a $52...
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Morgan Stanley Turns Bullish On Intel, Cites CEO Changeover
Friday, February 22, 2019 - 12:08pm | 416Read More...After a rocky 2018, Intel Corporation (NASDAQ: INTC) is off to a hot start this year — and one major Wall Street firm gave the stock a vote of confidence Friday. The Analyst Morgan Stanley analyst Joseph Moore has upgraded Intel from Equal-Weight to Overweight and raised the price target from...
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Analysts Shrug Off Applied Material's Weak Q2 Guidance; RBC Says Sector Bottom Likely In 3-4 Months
Friday, February 15, 2019 - 12:25pm | 830Read More...Applied Materials, Inc. (NASDAQ: AMAT) reported Thursday after the market close with forecast-beating fiscal first-quarter results and weak Q2 guidance. The Analysts Morgan Stanley analyst Joseph Moore maintained an Equal-weight rating and $40 price target for Applied Materials shares...
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Analysts Weigh In On AMD Earnings Relief Rally
Wednesday, January 30, 2019 - 2:07pm | 739Read More...Advanced Micro Devices, Inc. (NASDAQ: AMD) stock jumped by more than 15 percent Wednesday after the company reported in-line earnings per share numbers in a difficult semiconductor environment. AMD’s Q4 revenue and Q1 guidance were both slightly below Wall Street consensus estimates, but...
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Analysts React To Nvidia's Guidance Cut
Tuesday, January 29, 2019 - 3:25pm | 562Read More...NVIDIA Corporation (NASDAQ: NVDA) stock took a beating Monday after the company cut its guidance and said a weakening China market will have a significant impact on revenue growth. Nvidia lowered its revenue guidance due out Feb. 14 from $2.7 billion to just $2.2 billion, a move that tanked the...
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Morgan Stanley Downgrades Nvidia, Faces 'More Significant Challenges' Than Expected
Tuesday, January 29, 2019 - 10:38am | 402Read More...Nvidia Corporation (NASDAQ: NVDA)'s concerning pre-announcement shows the company faces "more significant challenges" than previously expected, according to Morgan Stanley. The Analyst Morgan Stanley's Joseph Moore downgraded Nvidia from Overweight to Equal-Weight with a...
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Analysts See Western Digital Nearing A Bottom After Disappointing Q2 Results, Guidance
Friday, January 25, 2019 - 11:24am | 708Read More...Storage device manufacturer Western Digital Corp (NASDAQ: WDC) reported Thursday after the market close with second-quarter results that trailed expectations and issued below-consensus Q3 guidance. The Analysts Baird analyst Tristan Gerra maintained an Outperform rating on Western Digital...
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Intel Analysts Debate: Should Investors Buy The Dip?
Friday, January 25, 2019 - 10:20am | 892Read More...Intel Corporation (NASDAQ: INTC) reported mixed fourth-quarter results, which fell short of expectations on the revenue line while management's first-quarter revenue guidance also fell short of expectations. Here is a summary of how some of the Street's top analysts reacted to the print....
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Investors Love Xilinx's Q3 Earnings Beat
Thursday, January 24, 2019 - 10:21am | 584Read More...Xilinx, Inc. (NASDAQ: XLNX), a supplier of programmable logic devices including best known for inventing the field-programmable gate array and the first fabless manufacturing model, reported a top-and-bottom line beat in its fiscal third-quarter results. Here is a summary of how some of the Street...
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Morgan Stanley's Key CES Takeaways For Semi Companies
Thursday, January 10, 2019 - 5:34pm | 1016Read More...This week’s Consumer Electronics Show in Las Vegas is one of the biggest events of the year for semiconductor companies and their investors. Morgan Stanley analyst Joseph Moore is attending this year’s event and outlined key takeaways for 10 semiconductor stocks in a Thursday...
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Wall Street Divided On Buying The Micron Dip
Wednesday, December 19, 2018 - 11:28am | 764Read More...Micron Technology, Inc. (NASDAQ: MU) stock dropped 2.7 percent Wednesday after the company reported fiscal first-quarter revenue of $7.91 billion, short of consensus Wall Street expectations of $8.02 billion. Micron said back in September President Trump’s ongoing trade war with China would...
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Morgan Stanley Sees Choppier Waters Ahead For Micron, Says To 'Use Strength As A Selling Opportunity'
Thursday, November 29, 2018 - 2:48pm | 341Read More...Micron Technology, Inc. (NASDAQ: MU) lowered its fiscal first-quarter revenue guidance Wednesday to the low-end of the previous range of $7.9 billion to $8.3 billion, while it sees EPS above the midpoint of its previous guidance of $2.95, plus or minus 7 cents. The Analyst Morgan Stanley...
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Morgan Stanley's Bull Case For Nvidia Unchanged By Near-Term Concerns
Thursday, November 8, 2018 - 1:08pm | 450Read More...The longer-term bullish case for Nvidia Corporation (NASDAQ: NVDA) remains unchanged despite the existence of multiple near-term challenges, according to Morgan Stanley. The Analyst Morgan Stanley's Joseph Moore maintains an Overweight rating on Nvidia with a price target lowered from $273...
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Sell-Side Guarded On Intel Despite Beat-And-Raise Quarter: 'Cycle Risk A Deterrent'
Friday, October 26, 2018 - 12:41pm | 837Read More...Intel Corporation (NASDAQ: INTC) seems to have allayed the Street's fears with a top- and bottom-line beat in Q3, as well as a positive guidance reset. The Analysts Oppenheimer analyst Rick Schafer maintained a Perform rating on Intel shares. BMO Capital Markets analyst Ambarish...
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Analysts Look For Silver Lining In AMD's Q3 Print
Thursday, October 25, 2018 - 11:51am | 563Read More...Advanced Micro Devices, Inc. (NASDAQ: AMD) is getting crushed Thursday following a disappointing third-quarter earnings report. Earnings of 13 cents per share beat estimates by a penny, while sales of $1.65 billion missed estimates. AMD sees Q4 sales of $1.4 billion to $1.5 billion, which also fell...
















