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Oppenheimer's Takeaways From Meeting With The NVIDIA CFO At CES
Monday, January 9, 2017 - 1:22pm | 340Read More...At a meeting with CFO Colette Kress and the IR team from NVIDIA Corporation (NASDAQ: NVDA) at CES 2017, Oppenheimer’s Rick Schafer noted that management’s tone was positive, with a “steady as she goes” outlook, as the company continued to execute on various growth drivers...
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A Beat And Raise Quarter From Semtech Earns It An Upgrade From Oppenheimer
Thursday, December 1, 2016 - 3:26pm | 437Read More...Semtech Corporation (NASDAQ: SMTC) touched a new 52-week high of $31.83 following its beat and raise quarter, which also earned the stock an upgrade from Oppenheimer. Quick Quarter Review Q3 EPS $0.37 vs. prior year quarter of $0.19. Revenue of $137.18 million vs. estimate of $138.5 million....
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NVIDIA Meets And Exceeds The Street's Great Expectations In Q3
Friday, November 11, 2016 - 12:06pm | 307Read More...NVIDIA Corporation (NASDAQ: NVDA) reported its Q3 sales and EPS significantly ahead of expectations. Although NVIDIA’s revenue and margins are expanding, the stock currently trades at a premium to peers, and the risk/reward appears “balanced,” Oppenheimer’s Rick Schafer said...
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Advanced Micro Devices' Improved Near-Term Sales Trends Earn It An Oppenheimer Upgrade
Monday, October 17, 2016 - 3:50pm | 255Read More...Citing improved near-term sales trend and lower balance sheet risk, Oppenheimer upgraded Advanced Micro Devices, Inc. (NASDAQ: AMD) to Perform from Underperform. The firm also left its estimates unchanged. Analyst Rick Schafer views several positive developments, such as a smaller than...
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Oppenheimer Stays Sidelined On Semtech, But Sees Company Making The Right Moves
Friday, September 2, 2016 - 10:00am | 240Read More...Semtech Corporation (NASDAQ: SMTC) reported its FQ2 sales and EPS ahead of the consensus, while issuing its FQ3 guidance in line. Oppenheimer’s Rick Schafer maintained a Perform rating on the company. Results & Guidance The company reported sales of $126 million and EPS of $0.35...
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Analyst: Buy The Post-Earnings Dip In Apple Suppliers
Wednesday, April 27, 2016 - 12:49pm | 324Read More...The market clearly is not impressed by Apple Inc (NASDAQ: AAPL)’s Q1 earnings report, and the stock of the world’s largest company is down 6 percent in Wednesday’s session. But Apple’s ecosystem is so large that its earnings impact a whole slew of suppliers as well....
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Oppenheimer: Why We're Downgrading Qualcomm
Friday, March 4, 2016 - 10:40am | 296Read More...Oppenheimer's Rick Schafer downgraded the rating on QUALCOMM, Inc. (NASDAQ: QCOM) from Outperform to Perform. Schafer mentioned that the stock has struggled over the last two years, dropping more than a third from the highs seen in mid-2014, driven by the ongoing structural issues at QCT...
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Oppenheimer Upgrades Key Apple Supplier
Thursday, January 28, 2016 - 9:55am | 317Read More...Amid significant volatility over the past six months, Cirrus Logic, Inc. (NASDAQ: CRUS) shares have lost 15 percent since July 28. Oppenheimer’s Rick Schafer upgraded the rating for the company from Perform to Outperform, while establishing a price target of $40. The recent pullback...
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What Oppenheimer Thinks Analog Devices' Miss Means For Apple
Friday, January 15, 2016 - 11:53am | 284Read More...Oppenheimer on Friday issued a company note on Analog Devices Inc. (NASDAQ: ADI) after the company reported disappointing preliminary F1Q results of $755 million vs. consensus $830 million. Oppenheimer rates Analog Devices as Perform while a price target is currently unavailable. Analysts...
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35 Stock Ideas Oppenheimer Analysts Love Right Now
Saturday, October 17, 2015 - 10:11pm | 1463Read More...Oppenheimer just released its 35 top stock ideas for October and November. Here’s a rundown of the full list with analyst commentary included. 1. Turtle Beach Corp (NASDAQ: HEAR) Analyst Sean McGowan sees two drivers of the stock: the “resurgence in video games” and the rollout of...
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Oppenheimer On AMD Following Earnings: PC's 'Turning The Corner, But Challenges Remain'
Friday, October 16, 2015 - 9:25am | 332Read More...The share price of Advanced Micro Devices, Inc. (NASDAQ: AMD) have declined 27.04 percent in the last six months, from a high of $2.87 on April 16. Oppenheimer’s Rick Schafer has maintained an Underperform rating on the company. The company reported its Q3 sales modestly above the...
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Avago Trumps Analysts' Fears: What They're Saying Now
Thursday, August 27, 2015 - 1:50pm | 836Read More...Shares of Avago Technologies Ltd (NASDAQ: AVGO) were trading higher by nearly 7 percent an hour after Thursday's opening bell, following the company's second-quarter results on Wednesday. Avago said that it earned $2.24 per share in the second quarter, ahead of the $2.14 per share analysts were...
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Calls Of Note: Wall Street Research Moving The Market On Thursday
Thursday, August 13, 2015 - 1:35pm | 1224Read More...The following represents a hand-picked selection of notable research curated by an analyst known in some circles as "The Sith Overlord Of The Street." Morgan Stanley: Initiating Intercept Pharmaceutical At Underperform Andrew Berens of Morgan Stanley initiated coverage of Intercept Pharmaceuticals...
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How To Invest In The iPhone Without Investing In Apple
Thursday, August 13, 2015 - 10:40am | 398Read More...In a report published Wednesday, Oppenheimer analyst Rick Schafer commented on a recent meeting with Skyworks Solutions Inc (NASDAQ: SWKS)'s senior executives during the 18th Annual OPCO Technology, Internet & Communications Conference. Shafer noted that the tone of the meeting was...
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Calls Of Note: The Street's Research Moving Stocks This Wednesday
Wednesday, August 5, 2015 - 1:38pm | 1299Read More...The following represents a hand-picked selection of notable research curated by an analyst known in some circles as "The Sith Overlord Of The Street." Bank Of America: Downgrading Vishay To Underperform Ruplu Bhattacharya of Bank of America downgraded shares of Vishay Intertechnology (NYSE: VSH)...
