BlueFin Research Partners

Shares of Lumentum Holdings Inc (NASDAQ: LITE) plummeted more than 30 percent Monday after revising its guidance lower after an un-named industrial and consumer customer, most likely Apple Inc. (NASDAQ: AAPL), lowered its orders. Here is a summary of how some of the Street's top analysts...

The 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...

Firsthand checks and research suggest Apple Inc. (NASDAQ: AAPL) has "modestly" lowered its 2018 iPhone builds by 8 million units, according to BlueFin Research Partners.  The Analysts BlueFin's John Donovan and Steve Mullane. The Thesis Donovan and Mullane's deep...

Graphics card prices have been on the decline so far in 2018, but a new report from BlueFin Research Partners suggests the lower prices aren’t driving higher sales numbers. Graphics card sales have continued to decline through the first nine weeks of the second quarter, based on the latest...

Apple Inc. (NASDAQ: AAPL) is facing some difficulty in selling its latest iPhone device which has broad implications across the company's entire ecosystem, according to BlueFin Research Partners.  The Analysts BlueFin Research Partners' John Donovan and Steve Mullane. The Thesis...

Expectations for Apple Inc. (NASDAQ: AAPL)'s latest iPhones have continued to dwindle ever since the launches of the iPhone X, its 10th anniversary phone, the iPhone 8 and the iPhone 8 Plus in September.  The Analyst Bluefin Research Partners analysts John Donovan and Steve Mullane...

Gap Inc (NYSE: GPS) reported a fourth-quarter earnings beat and issued strong guidance in early March, but the stock's performance has remained relatively lackluster. This represents an entry point in a stock that's underappreciated by investors, according to a new sell-side report....

A disappointing month of September for Apple Inc. (NASDAQ: AAPL) investors got even worse on Monday when a broad tech sector sell-off dragged the stock down another 0.8 percent. However, BlueFin Research Partners analyst John Donovan told clients Monday that they shouldn’t be too concerned...

The PC market may be taking its baby steps toward turning things around, going by a research published by Bluefin Research Partners on Monday. Given the semblance of stability in the PC environment, the firm said it likes Intel Corporation (NASDAQ: INTC) and Advanced Micro Devices, Inc. (NASDAQ:...

Coach Inc (NYSE: COH) continues to benefit from “competitor's missteps,” BlueFin Research Partners’ Rebecca Duval said in a report. She added that while the company seems to be gaining share in the handbags market, it also stands to benefit from a possible buyout of Kate Spade...

Checks indicate American Eagle Outfitters (NYSE: AEO) is on track to achieving comparable sales slightly above the consensus estimate of 3 percent, BlueFin Research Partners’ Rebecca Duval said in a report. She maintained a Market Outperform rating on the company, with a price target of $22...

BlueFin’s John Donovan expects Seagate Technology PLC (NASDAQ: STX) to continue to benefit from rising enterprise demand, driven by data center build outs, as well as higher capacity near-line HDDs and premiums for helium-based solutions. The Positives The analyst mentioned that the company...

Investors are likely to be pleased with the July monthly sales results from Gap Inc (NYSE: GPS), BlueFin’s Rebecca Duval said, which are scheduled to be reported August 8 and should drive the stock higher. Concerns Played Out Following concerns regarding a slowdown at Old Navy in 2015, Duval...

Bluefin Research Partners has maintained its Market Outperform rating and $22 price target on shares of American Eagle Outfitters (NYSE: AEO), saying that the stock is poised to move higher. "Our channel checks indicate that FYQ2 business trends have been very good as evident by a lot of chase...

BlueFin’s John Donovan believes that there is evidence of too much inventory at Fitbit Inc (NYSE: FIT), as well as “a laser-like focus on sell through” ahead of the launch of newer models at the end of 2016. Predictions Bearing Fruit Donovan mentioned robust production cuts were...