Samik Chatterjee

Shares of Penguin Solutions Inc (NASDAQ:PENG) traded lower last week, despite the company posting better-than-expected results for its fiscal second quarter on Wednesday. While the company delivered a strong earnings beat, driven by outperformance in both revenues and margins, its full-year...

All eyes are on NVIDIA Corp.'s (NASDAQ:NVDA) GTC 2025. CEO Jensen Huang is set to unveil what's next in AI hardware. JPMorgan analyst Samik Chatterjee outlines key watchpoints, as investors dissect the event for winners and losers across the hardware and networking supply chain. Blackwell Ultra: On...

Shares of Qualcomm Inc (NASDAQ:QCOM) were trading lower on Thursday, despite the company reporting record revenues for its fiscal first quarter. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Qualcomm Analyst Samik...

Legendary Apple Inc. (NASDAQ:AAPL) co-founder Steve Jobs is credited for his visionary leadership and for revolutionizing entire product categories, ranging from smartphones to tablets and music. Jobs knew what a MacBook should look like in 1983. While it took the company 25 years to realize Jobs...

Shares of Teradyne Inc (NASDAQ:TER) climbed in early trading on Monday. Growth of the semiconductor test total addressable market is likely to accelerate further in 2025, according to JPMorgan. Analyst Samik Chatterjee upgraded the rating for Teradyne from Neutral to Overweight, while raising the...

JPMorgan analyst Samik Chatterjee upgraded the rating for NetApp Inc (NASDAQ:NTAP) from Neutral to Overweight, while raising the price target from $150 to $160. The company's revenue growth is likely to accelerate, driven by higher IT budgets for data centers and storage infrastructure of...

JPMorgan Chase & Co maintained its ‘Underweight’ rating on Super Micro Computer, Inc (NASDAQ:SMCI) and reaffirmed its $23 price target following a recent meeting with company management. What Happened: Despite market rumors suggesting potential shifts in customer orders, Super Micro...

Technology company Cisco Systems (NASDAQ:CSCO) will report its first-quarter financial results after the market closes on Wednesday. The company looks to continue a streak of consecutive revenue and earnings per share beats. Earnings Estimates: Analysts expect Cisco to report first-quarter revenue...

Shares of Cisco Systems Inc. (NASDAQ:CSCO) climbed on Monday, with its rally expected to carry through year-end as the company prepares to announce Q1 earnings on Wednesday. Despite the company's shares adding 28% since mid-August, versus 10% gains in the S&P 500, the stock has "further...

Technology company Qualcomm Inc (NASDAQ:QCOM) could highlight its diversifying revenue and lowered reliance on the smartphone market when the company reports fourth-quarter financial results Wednesday after market close. Earnings Estimates: Analysts expect Qualcomm to report fourth-quarter revenue...

JPMorgan analyst Samik Chatterjee maintained an Overweight rating on Apple Inc (NASDAQ:AAPL) with a price target of $265. Chatterjee recently surveyed to gauge consumer appetite relative to their interest in purchasing a new iPhone and Apple Watch, including the latest generation products launched...

Apple Inc (NASDAQ:AAPL) analysts saw limited details on Apple Intelligence and came away mostly mixed or negative from the Glowtime event held Monday. The Apple Analysts: Bank of America analyst Wamsi Mohan reiterated a Buy rating with a $256 price target. Needham analyst Laura Martin reiterated a...

Hewlett Packard Enterprise Co (NYSE:HPE) shares tanked in early trading on Thursday, after the company reported its fiscal third-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Stifel On Hewlett Packard Enterprise Analyst...

Hewlett Packard Enterprise Co. (NYSE:HPE) should perform well as it approaches Wednesday’s third-quarter earnings report for four reasons, according to an analyst: demand for artificial intelligence, recovery in infrastructure, networking equipment demand and shares trading cheaply. “...

Cloud and artificial intelligence revenue generation and future opportunities could be the key items analysts and investors are watching for in the second-quarter earnings report from Dell Technologies (NYSE:DELL) on Thursday after market close. Earnings Estimates: Analysts expect Dell to report...