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Intel Sets A Low Bar With Disappointing Guidance
Friday, February 10, 2017 - 3:27pm | 482Betsy Van Hees of Loop Capital said Intel Corporation (NASDAQ: INTC) have set a low bar for the next three years with disappointing margin guidance, as it is positioning itself for long-term growth by diversifying away from PC business. Inte's Outlook Intel expects its gross margin to decline...
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The Positive And Negative Surprises In Nvidia's Q4 Conference Call
Friday, February 10, 2017 - 12:25pm | 364Following NVIDIA Corporation (NASDAQ: NVDA)'s fourth-quarter earnings results, Michael McConnell of Pacific Crest argued that the stock has reached its peak and placed a $99 fair value. Loop Capital Markets' Betsy Van Hees took the other side of the trade and suggested Nvidia's stock will see...
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Advanced Micro Devices Doesn't Have Any Room To Miss In 2017
Wednesday, February 1, 2017 - 12:13pm | 357Shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) soared higher by more than 12 percent on Wednesday after the company reported its fourth-quarter results. The stock is now higher by more than 400 percent over the past year, which means investors should now be more cautious, at least according...
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Skyworks' Beat And Raise A Positive Read Thru For Micron, Broadcom, Silicon Motion
Friday, January 20, 2017 - 9:29am | 452Skyworks Solutions Inc (NASDAQ: SWKS) reported its FQ1 2017 results ahead of expectations and raised its guidance for FQ2. The beat and raise has a “positive read thru to mobile handset supply chain,” Loop Capital Markets’ Betsy Van Hees said in a report. Van Hees has a Buy rating...
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Attention High Risk/Reward Tolerance Investors: Look At Micron
Friday, January 13, 2017 - 10:56am | 317Tight supply-demand dynamics and rising prices in the memory cycle will likely enable Micron Technology, Inc. (NASDAQ: MU) to return to year-over-year earnings and revenue growth in F2017, Loop Capital Markets’ Betsy Van Hees said in a report. She maintained a Buy rating on the company,...
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3 Reasons Marvell Will Return To Top-Line Growth
Tuesday, December 27, 2016 - 11:17am | 338Following an “upbeat” meeting with chief financial officer Jean Hy and director of investor relations John Ahn of Marvell Technology Group Ltd. (NASDAQ: MRVL), Loop Capital’s Betsy Van Hees believes the target for opex reduction of $180 million–$220 million was “just...
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Micron Expected To Deliver A Q1 Beat And Raise
Tuesday, December 13, 2016 - 1:53pm | 243Analyst Betsy Van Hees of Loop Capital recommends investors with a higher risk/reward tolerance to Buy Micron Technology, Inc. (NASDAQ: MU) shares as she expects a beat-and-raise first quarter on improving DRAM and NAND pricing. Micron will report its first quarter results on December 21 and...
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Expecting Double-Digit Growth For Intel Makes It A Buy At Loop Capital
Tuesday, December 13, 2016 - 1:10pm | 369The transformation of Intel Corporation (NASDAQ: INTC) beyond being just a PC company will drive earnings and revenue growth in 2017 and 2018, according to note from Loop Capital. Catalysts And Expectations Analyst Betsy Van Hees has started coverage of Intel with a Buy rating and $40 price target...
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Why The NVIDIA Story Is Still In Its Early Innings Despite Recent Run
Tuesday, December 13, 2016 - 12:25pm | 434Loop Capital is bullish on NVIDIA Corporation (NASDAQ: NVDA) given strong growth opportunities in gaming, automotive, artificial intelligence and deep learning. Analyst's Commentary Analyst Betsy Van Hees launched coverage on the stock with a Buy rating and $109 price target, saying its gaming...
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Loop Capital Initiated Coverage On 9 Semi Stocks, All With Buy Ratings
Tuesday, December 6, 2016 - 2:28pm | 641Loop Capital’s Betsy Van Hees seems to be bullish on semiconductor sector as she launched coverage of nine stocks all with Buy ratings. Following is a brief overview of her initiation comments on various stocks. Advanced Micro Devices, Inc. (NASDAQ: AMD), $11 Price Target “We believe...
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NVIDIA Just Hit It Out Of The Park...Again
Friday, May 13, 2016 - 9:39am | 361Shares of NVIDIA Corporation (NASDAQ: NVDA) climbed more than 11 percent in the pre-market hours on Friday after the company "hit it out of the park" with its solid quarterly results and guidance. Driven by a strong demand from data center and auto markets, the company's first-quarter GAAP EPS of $...
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Wedbush Upgrades ON Semi, Sees 'Final Reset to Expectations'
Friday, October 30, 2015 - 7:40am | 366ON Semiconductor Corp (NASDAQ: ON) shares are down 12 percent in the last six months, despite staging a small recovery through October. Wedbush’s Betsy Van Hees upgraded the rating on the company from Neutral to Outperform, while raising the price target from $12 to $14....
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Was Intel's Bar Too High?
Wednesday, October 14, 2015 - 1:08pm | 1028Shares of Intel Corporation (NASDAQ: INTC) were trading lower by nearly 2 percent Wednesday morning following its third-quarter print. Intel posted a better-than-expected earnings per share and revenue along with a cautious outlook. Analysts were mixed following the quarterly print. Shares of...
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Micron Targets Cut At Wedbush, Firm Still Supports Neutral Scenario
Friday, September 25, 2015 - 8:07am | 270Micron Technology, Inc. (NASDAQ: MU) have declined more than 35 percent over the past three months, following the F3Q earnings report. Wedbush’s Betsy Van Hees has maintained a Neutral rating on the company, while lowering the price target from $19 to $17. Although Van Hees believes...
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Wedbush Downgrades Atmel After Dialog Semi Buyout: What You Need To Know
Monday, September 21, 2015 - 8:44am | 249Atmel Corporation (NASDAQ: ATML) has declined by almost 12 percent over the past five trading days. Wedbush’s Betsy Van Hees has downgraded the company from Outperform to Neutral, while maintaining the price target at $10. The downgrade follows the announcement by Dialog...