Seaport Research Partners

Shares of Advanced Micro Devices (NASDAQ:AMD) are soaring after the company's first-quarter financial results. While shares are hitting all-time highs on Wednesday, analysts think there's even more upside ahead. The AMD Analysts KeyBanc analyst John Vinh reiterated and Overweight rating and raised...

Broadcom Inc. (NASDAQ:AVGO) is increasingly being drawn into the market for financing customers, according to Seaport Research Partners. The Broadcom Analyst: Analyst Jay Goldberg downgraded the rating from Buy to Neutral. The Broadcom Thesis: The company maintains its position as the leading...

Qualcomm Inc (NASDAQ:QCOM) could lose market share, "while its addressable market shrinks this year," according to Seaport Research Partners. The Qualcomm Analyst: Analyst Jay Goldberg downgraded the rating from Neutral to Sell, while keeping the price target at $100. The Qualcomm Thesis: 2026 is...

There are "strong signals" for Intel Corp's (NASDAQ:INTC) PCs products, while the outlook for Intel Foundry (IFS) is improving, according to Seaport Research Partners. The Intel Analyst: Analyst Jay Goldberg upgraded the rating from Neutral to Buy, while establishing a price target of $65. The...

AMC Networks Inc's (NASDAQ:AMCX) shares have rallied driven by the battle between Netflix Inc (NASDAQ:NFLX) and Paramount Skydance Corp (NASDAQ:PSKY) to acquire Warner Bros Discovery Inc (NASDAQ:WBD), despite the linear networks industry facing declining subscriber, revenue and EBITDA trends,...

Comcast Corporation (NASDAQ:CMCSA) grapples with broadband challenges, prompting analyst downgrades and concerns over pricing and investment pressures. This comes after the company on Thursday reported upbeat third-quarter results. Here are some key analyst takeaways: Goldman Sachs analyst Michael...

Shares of Fiserv Inc (NYSE:FI) continued to slide after the company Wednesday reported downbeat third-quarter results. Here are some key analyst takeaways: Goldman Sachs analyst Will Nance downgraded the rating from Buy to Neutral, while slashing the price target from $149 to $79. BTIG analyst...

Seaport Research Partners’ Vitaly Umansky downgraded MGM Resorts (NYSE:MGM) from Buy to Neutral, citing expected headwinds for gaming in both Las Vegas and U.S. regional markets this year. The MGM Resorts International Thesis: The company has high exposure to the U.S., with over 85% of its...

Fintech firms are likely to report "solid" results for the second quarter, while projecting accelerated sequential revenue growth for the third quarter, according to Seaport Research Partners. Analyst Jeff Cantwell said in the note that risks to revenues and earnings from tariff-related impacts "...

Sirius XM Holdings Inc (NASDAQ:SIRI) has a stable business model that is based on recurring subscription revenues, which makes it a "recession-resistant port in the tariff storm," according to Seaport Research Partners The Sirius XM Holdings Analyst: Analyst David Joyce upgraded the rating from...

Navient Corp (NASDAQ:NAVI) ended the third quarter with an adjusted cash position of $572 million, or $5.35 per share. That’s adjusted for an unsecured debt maturity and $65 million worth of share repurchases expected in the fourth quarter, according to Seaport Research Partners. The Navient...

Shares of Netflix Inc (NASDAQ:NFLX) were climbing on Thursday, with optimism ahead of its fourth-quarter results on Jan. 21. The estimate for the company's global paid net additions has been raised from 5.73 million to 9.02 million, according to Seaport Research Partners. The Netflix Analyst:...

Comcast Corp (NASDAQ:CMCSA) plans to spin off its cable networks into a new company. The stock declined by 9% since Monday after management guided to "a marginal competitively driven increase in Broadband subscriber losses" and the shares are currently "oversold," according to Seaport Research...

Shares of Element Solutions Inc (NYSE:ESI) were climbing in early trading on Monday. Chipmakers are increasingly focused on reducing size and power consumption of chips, "much of which is enabled by ESI’s materials," according to Seaport Research Partners. Analyst Michael Harrison initiated...

Shares of Fox Corp (NASDAQ: FOXA) have added more than 8% over the past month as U.S. presidential election campaigns gain momentum. Although primaries ad spending remained soft, the 2024 presidential election ad spending could hit a new record, according to Seaport Research Partners. President Joe...