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Why Microchip, SanDisk Might Be The Way To Play A Semiconductor Rebound
Tuesday, September 8, 2015 - 8:31am | 500The semiconductor space is one of the most hotly contested sectors between bulls on bears. In a report published Monday, JPMorgan analyst Harlan Sur noted that while some bears are pricing in further downside in semiconductor stocks through the rest of the year, the supply-side dynamics are in...
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Pair Trade? Lam Research Named Citi's Top Semiconductor Pick While KLA-Tencor Is Downgraded To Sell
Tuesday, July 28, 2015 - 10:13am | 493In a report published Tuesday, Citi analyst Atif Malik named Lam Research Corporation (NASDAQ: LRCX) as a top pick in the Semiconductor space given the company's "outsized" top-line growth expectations. According to Malik, 3D NAND spend is expected to rise 28 percent year-over-...
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Pacific Crest Says SanDisk's 'Big Beat' Suggests Company Making A 'Comeback'
Thursday, July 23, 2015 - 9:43am | 346Shares of SanDisk Corporation (NASDAQ: SNDK) were trading higher by more than 10 percent Thursday after the company reported its second quarter results Wednesday afternoon. In a report published Thursday, Pacific Crest analyst Monika Garg commented that SanDisk's "big beat"...