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Micron Analysts Parse The Q4 Print; Macquarie Says 'We Expect The Downturn To Be Short-Lived'
Friday, September 21, 2018 - 3:43pm | 546Read More...Despite Micron Technology, Inc. (NASDAQ: MU)’s strong fourth-quarter earnings and execution, the overhang from trade war costs remains an active threat to the market, according to sell-side analysts. Micron reported quarterly earnings of $3.53 per share, beating a consensus estimatesof $...
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Micron Posts Q4 Beat, But Morgan Stanley Is Concerned With Chipmaker's Guidance
Friday, September 21, 2018 - 9:40am | 455Read More...Micron Technology, Inc. (NASDAQ: MU) reported Thursday afternoon with fiscal fourth-quarter results that came in ahead of expectations, but the chipmaker's guidance signals a potential downturn in the memory market, according to Morgan Stanley. The Analyst Morgan Stanley's...
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Still-Bullish Morgan Stanley Tamps Down Expectations For Nvidia's Turing GPUs
Thursday, September 20, 2018 - 2:43pm | 473Read More...Investors have high expectations for the next-generation NVIDIA Corporation (NASDAQ: NVDA) Turing gaming GPUs, but one analyst said Thursday the processors may not have as much of a near-term impact as bulls are anticipating. The Analyst Morgan Stanley analyst Joseph Moore ...
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Morgan Stanley Says Intel 'Oversold' Its Technology, Raises AMD Price Target 150%
Wednesday, September 19, 2018 - 9:44am | 597Read More...Despite the fact that Intel Corporation (NASDAQ: INTC) "oversold" its process tech differentiation over the years and is undergoing a rough patch, investors shouldn't be rushing out to buy one of the main beneficiaries, Advanced Micro Devices, Inc. (NASDAQ: AMD), according to...
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The Hot Chips 2018 Conference: Morgan Stanley's Takeaways
Friday, August 24, 2018 - 11:22am | 448Read More...After attending the recent Hot Chips Conference 2018, a Morgan Stanley analyst said there are two clear winners in the semiconductor space from the trend of heterogeneous computing. The Analyst Morgan Stanley analyst Joseph Moore reiterated an Overweight rating and $273 price target for NVIDIA...
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What Wall Street Thinks Of Nvidia's Q2 Earnings
Saturday, August 18, 2018 - 9:29am | 803Read More...NVIDIA Corporation (NASDAQ: NVDA) stock fell 5 percent Friday after the company missed market expectations with its third-quarter guidance. Several Wall Street analysts weighed in on Nvidia stock following the earnings report. Here’s a rundown of what they had to say. Cryptocurrency Noise...
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Wall Street Reacts To Applied Materials' Quarter
Friday, August 17, 2018 - 12:13pm | 478Read More...Applied Materials, Inc. (NASDAQ: AMAT) shares were tumbling Friday following a disappointing earnings report. Here's what several Wall Street analysts had to say. Foundry Woes Memory and foundry uncertainty have clouded the near-term outlook for Applied Materials, Stifel analyst Patrick Ho...
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Morgan Stanley Sees Buying Opportunity In Nvidia: 'Clarity Likely After Next Week's Product Launches'
Friday, August 17, 2018 - 8:57am | 352Read More...NVIDIA Corporation (NASDAQ: NVDA) reported fiscal-year second-quarter results that were slightly ahead of estimates. The company's third-quarter revenue guidance was below expectations. The Analyst Morgan Stanley analyst Joseph Moore maintained his Overweight rating and $273 price target for...
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Morgan Stanley Prefers Lam Research Over Applied Materials, Says Semi Equipment Stocks Are Headed For Rangebound Period
Thursday, August 9, 2018 - 11:14am | 574Read More...Semiconductor-equipment stocks are in for a rangebound phase, during which they are likely to neither outperform nor underperform, according to Morgan Stanley. The Analyst Analyst Joseph Moore changed his industry view for semiconductor equipment makers from Attractive to In-Line. Moore ...
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Analysts Weigh In On AMD Following Q2 Earnings Beat
Thursday, July 26, 2018 - 11:28am | 420Read More...Advanced Micro Devices, Inc.(NASDAQ: AMD) shares are up more than 11 percent Thursday after the company’s second-quarter earnings report topped lofty market expectations. A number of Wall Street analysts weighed in following the release. Voices From The Street KeyBanc analyst Michael...
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Morgan Stanley: Nvidia 'The Cleanest Growth Story In Semis,' With New Products Ahead
Tuesday, July 17, 2018 - 10:40am | 529Read More...Morgan Stanley left a meeting with NVIDIA Corporation (NASDAQ: NVDA) CFO Colette Kress convinced the weak outlook for the gaming business isn't anything to fret about. The Analyst Analyst Joseph Moore reiterated an Overweight rating on Nvidia with a $273 price target. The...
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Morgan Stanley Sticks To Bearish Stance On AMD, Points To Risks In Graphics Business
Wednesday, June 20, 2018 - 12:34pm | 440Read More...Morgan Stanley is sticking to its bearish thesis for Advanced Micro Devices, Inc. (NASDAQ: AMD), and said Wednesday that any upside benefits for the semiconductor maker need to be taken in context with its overall business. The Analyst Morgan Stanley's Joseph Moore maintains an Underweight...
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Wall Street Analysts Weigh In On Ambarella's Q1 Earnings
Wednesday, June 6, 2018 - 1:18pm | 445Read More...Ambarella Inc (NASDAQ: AMBA) stock crashed more than 13 percent Wednesday after the company’s first-quarter earnings report disappointed the market. Several Wall Street analysts have weighed in on Ambarella stock following the report. Here’s a sampling of what they had to say. Mixed...
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Despite China Overhang, Morgan Stanley Remains An Ambarella Bull
Wednesday, June 6, 2018 - 12:05pm | 379Read More...Ambarella Inc (NASDAQ: AMBA) reported Tuesday after the close with a sharp drop in first quarter non-GAAP earnings per share and a 11.2-percent revenue decline. The results, however, exceeded estimates. The camera chipmaker issued below-consensus revenue guidance for the second quarter....
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Morgan Stanley Downgrades Micron After Stock's 97% Run
Thursday, May 31, 2018 - 10:11am | 426Read More...Sometimes, even good stocks in strong markets eventually run out of steam. Micron Technology, Inc. (NASDAQ: MU) is up 97 percent in the last year, and one analyst said Thursday that the remaining upside is limited. The Analyst Morgan Stanley analyst Joseph Moore downgraded Micron from Overweight...
















