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Apple Wonderlust Event Puts iPhone 15 Suppliers, Competitors In Spotlight: 8 Stocks To Watch
Tuesday, September 12, 2023 - 12:47pm | 656Technology giant Apple Inc (NASDAQ: AAPL) has a major event called Wonderlust on Tuesday to highlight the company’s next product cycle. The company is expected to show off its new iPhone 15 and share details on the Apple Watch item line. Here’s a look at some stocks of...
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Cramer: Buy Skyworks Solution On Strong Earnings, Apple Partnership
Thursday, November 5, 2020 - 11:31am | 373In Thursday’s “Stop Trading” segment on CNBC, Jim Cramer took a look at the recent tech earnings from Apple suppliers. Apple Suppliers: Cramer said companies like Qualcomm (NASDAQ: QCOM), Qorvo Inc (NASDAQ: QRVO) and Skyworks Solutions Inc (NASDAQ: SWKS) all reported strong...
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Apple Bull Weighs Impact Of Taiwan Semiconductor Guidance Cut, Battery Replacement
Friday, January 18, 2019 - 11:50am | 489Semiconductor foundry Taiwan Semiconductor Mfg. Co. Ltd. (NYSE: TSM) recently warned of a revenue shortfall for its March quarter, and RBC Capital Markets looked into the implications for beleaguered Apple Inc. (NASDAQ: AAPL). The Analyst Analyst Amit Daryanani maintained an Outperform...
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KeyBanc Survey Shows 'Disappointing' iPhone Cycle
Wednesday, January 16, 2019 - 11:26am | 507Apple Inc. (NASDAQ: AAPL) and its suppliers have been in a turbulent period since the technology giant introduced three of its latest iPhones in 2018. An analyst at KeyBanc Capital Markets delved into what ails the iPhone Tuesday. The Analyst Analyst John Vinh has a Overweight rating on...
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Analysts Stick With Skyworks Stances Despite Lower Q1 Guidance
Wednesday, January 9, 2019 - 1:59pm | 590Apple Inc. (NASDAQ: AAPL) supplier Skyworks Solutions Inc (NASDAQ: SWKS) warned of a revenue shortfall for its fiscal first quarter, attributing the downward guidance revision to unit weakness across major smartphone customers. The Analysts D.A. Davidson analyst Thomas Diffely...
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Indian iPhone Production Boosts DA Davidson's Confidence In Apple
Friday, December 28, 2018 - 11:46am | 486A report that Apple Inc. (NASDAQ: AAPL) contract manufacturer Foxconn will start assembling products, including the iPhone X, in India in the coming year boosts confidence in Apple’s stock, says D.A. Davidson, which reiterated its Buy rating on Apple on Friday. The Analyst D.A. Davidson...
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After Cirrus Lowers Guidance On Smartphone Weakness, Sell-Side Follows Suit
Tuesday, December 4, 2018 - 12:30pm | 533Cirrus Logic, Inc. (NASDAQ: CRUS) slashed its fiscal third-quarter revenue guidance, citing recent softness in the smartphone market. The Analysts KeyBanc Capital Market's John Vinh maintained a Sector-weight rating on Cirrus Logic. Bank of America Merrill Lynch analyst Adam...
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Apple's Volatile Ride Continues Amid Reports Of Production Cuts For New iPhone Models
Monday, November 19, 2018 - 10:49am | 471The recovery seen in Apple Inc. (NASDAQ: AAPL)'s shares in the past two sessions is facing the risk of reversal, as the stock was moving lower Monday. What Happened A Wall Street Journal report portended further troubles ahead. Apple reduced its production orders for all three of...
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Lumentum Shares Plunge After Guidance Cut, Bruising Apple Stock In The Process
Monday, November 12, 2018 - 1:25pm | 442Apple Inc. (NASDAQ: AAPL) shares were down more than 4 percent Monday after key iPhone supplier Lumentum Holdings Inc (NASDAQ: LITE), slashed its guidance. The damage to Lumentum's stock was much worse, with shares hitting a new 52-week low of $37.59 and trading down about 30 percent...
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The Street Debates Qualcomm's Q3
Thursday, November 8, 2018 - 4:21pm | 611Chipmaker Qualcomm, Inc. (NASDAQ: QCOM) reported Wednesday with fiscal fourth-quarter results that arrived better than expected, but the Q1 guidance disappointed. Here's how three Street analysts covering the stock reacted. The Analyst Canaccord Genuity's T. Michael Walkley...
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BlueFin Talks VCSEL 'Drama' Ahead Of Q3 Earnings Season
Wednesday, October 10, 2018 - 2:57pm | 407The VCSEL, or vertical cavity surface-emitting laser, market continues to experience "drama" and BlueFin Research Partners is compiling data and commentary from the VCSEL segment in an attempt to gain a better understanding of market dynamics. The Analyst BlueFin analysts John...
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'Growth Is Not Dead Ahead Of 5G,' Longbow Says Of Skyworks Solutions
Wednesday, September 19, 2018 - 4:24pm | 457American semiconductor company Skyworks Solutions Inc. (NASDAQ: SWKS) is a key supplier of radio frequency chips that are used in Apple, Inc. (NASDAQ: AAPL)’s iPhones. The Analyst Longbow Research analyst Shawn Harrison maintained a Buy rating on Skyworks Solutions with a $126 price...
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5 iPhone Suppliers That Could Benefit From Apple's Solid Q3
Wednesday, August 1, 2018 - 9:47am | 472Apple Inc. (NASDAQ: AAPL) reported solid third-quarter earnings, which bodes well for a handful of companies that supply components to the iPhone maker, according to KeyBanc Capital Markets. The Analyst KeyBanc's John Vinh reviewed Apple's supply chain channel in a research...
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Barclays Turns Bullish On Qorvo, Projects Larger Apple Relationship
Tuesday, May 1, 2018 - 3:17pm | 407Qorvo Inc (NASDAQ: QRVO) is likely to gain some bulk acoustic wave share at Apple Inc. (NASDAQ: AAPL), with more likely in 2019, Barclays said in an upgrade note. BAWs are filters used to solve interference and co-existence challenges that are used in smartphones, base stations,...
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Rosenblatt: What Apple's Quest To Add More 3-D Sensing Applications Means For Suppliers
Friday, April 13, 2018 - 2:56pm | 647Apple Inc. (NASDAQ: AAPL) could add more applications for its 3-D sending solution and launch some AR/VR applications later this year, according to Rosenblatt Securities. The Analyst Rosenblatt has a Buy rating on the shares of Apple. The Thesis Apple is working to improve its 3-D...