Lazard Capital Markets

Lazard Capital Markets has published a research report on Sandisk (NASDAQ: SNDK) updating the company's mid-quarter results. In the report, Lazard Capital writes, "While the Thailand floods have affected DRAM and PC, they are a net positive for the NAND market, where we expect to see some...

Lazard Capital Markets has published a research report on Intel (NASDAQ: INTC) after the company lowered its 4Q guidance due to HDD shortages. In the report, Lazard Capital writes, "News is no surprise. While the Street expected $14.65B/$0.69, downside to ests has grown as PC OEMs have said that...

Lazard Capital Markets maintains its Neutral rating on Intel Corporation (NASDAQ: INTC) as the company's Romley is seen as having incremental impact on EPS. Lazard notes, “Romley, Intel's next server platform featuring the Sandy Bridge CPU architecture, has begun shipping in Q411 and will...

Lazard Capital markets reiterates its Buy rating and price target of $37 on Cavium Inc. (NASDAQ: CAVM) as business update looks positive. LCM says, “We believe that 4Q will be the bottom as the company works through issues from the macro slowdown and Cisco hub transition. We continue to recommend...

Lazard Capital Markets has published a research report on OmniVision Technologies (NASDAQ: OVTI) after the company reported disappointing guidance. In the report, Lazard Capital Markets writes, "Disappointing guidance, still a journey uphill. OVTI guided to revenue of $160-$180M and pro forma EPS...

In its report, Lazard Capital Markets writes, “This past year has been a strong year for dividend stocks in general and semis specifically outperforming the overall market. With macro uncertainty, we are likely to see investors seeking a safe haven in semi names that pay high dividends. In our...

Lazard Capital Markets has downgraded Jones Group (NYSE: JNY) from Buy to Neutral.

A report from Lazard Capital Markets states that it has initiated coverage on RPX Corp. (NASDAQ: RPXC) with a Buy rating and $20 price target. The report states, “Corporations are exposed to rising legal costs from the increase in non-practicing entity (NPE) patent litigation lawsuits. As a...

Lazard Capital Markets has initiated coverage on RPX Corporation (NASDAQ: RPXC) with a Buy rating and $20 price target.

A report from LCM reiterates its Buy rating and $18 price target on Marvell Technology (NASDAQ: MRVL). The report states, “Despite worse fears, MRVL reported inline 3Q results of $950M/$0.40 and provided investors reassurance that the floor is not falling in the storage segment. We believe that...

A report from Lazard Capital Markets reiterates its Buy rating and raises its price target from $18 to $22 on Silicon Motion Technology (NASDAQ: SIMO). The report states, “Following our management non-deal roadshow, we are reiterating our BUY rating on the stock and raising our PT to $22. We...

A report from Lazard Capital Markets reiterates its Buy rating and $10 price target on Micron Technology (NASDAQ: MU). The report states, “Yesterday, a jury ruled in favor of Micron in the antitrust lawsuit filed by Rambus against Hynix and Micron in a trial that concluded on September 21. In this...

Lazard Capital Markets has upgraded Rubicon Technology (NASDAQ: RBCN) from Neutral to Buy and has established a $15 price target.

A report from LCM reiterates its Neutral Rating on Entropic Communications (NASDAQ: ENTR). The report states, “Entropic reported 3Q in line with expectations as the company was able to move past last quarter's weakness at both DirecTV and Verizon. Despite the fact that this is a good long-term...