-
Marvell Technology Has 'Sustainable Growth Strategy,' Analysts Say
Wednesday, June 18, 2025 - 11:34am | 406Shares of Marvell Technology Inc. (NASDAQ:MRVL) rallied in early trading on Wednesday, after the company hosted its Custom AI Investor Event on Tuesday. Needham analyst Quinn Bolton maintained a Buy rating and price target of $85. JPMorgan analyst Harlan Sur reiterated an Overweight rating and...
-
Nvidia Stock Could Get Boost From $1.5 Trillion European AI Build-Out: Analyst Says 'Significant Upside In Shares'
Thursday, June 12, 2025 - 12:14pm | 421NVIDIA Corporation (NASDAQ:NVDA) showed off its AI market leadership and growing opportunities for sovereign AI at GTC Paris, an analyst said in a new investor note. The NVDA Analyst: JPMorgan analyst Harlan Sur maintained an Overweight rating on Nvidia with a $170 price target. The Analyst...
-
Broadcom Q2 Earnings Preview: 'Nvidia's Baby Brother' Set To Break Out, Says Market Strategist
Wednesday, June 4, 2025 - 3:46pm | 757Semiconductor giant Broadcom Inc (NASDAQ:AVGO) will look to continue its recent history of beating analyst projections when the company reports second-quarter financial results Thursday after market close. Here are the analyst estimates, what experts are saying ahead of the report and key items to...
-
JPMorgan Sees Upside In Broadcom Ahead Of Earnings: Q3 Revenue Could Top $16 Billion On AI Strength
Tuesday, June 3, 2025 - 12:29pm | 354Broadcom Inc (NASDAQ:AVGO) is scheduled to report its fiscal second-quarter results on Thursday, June 5. The company is likely to report its quarterly results in line with slightly higher than consensus estimates, according to JPMorgan. The Broadcom Analyst: Analyst Harlan Sur maintained an...
-
Nvidia Stock Has 'Significant Upside' As AI 'Godfather' Jensen Huang Delivers Another 'Robust Quarter'
Thursday, May 29, 2025 - 11:48am | 978NVIDIA Corporation (NASDAQ:NVDA) analysts break down the impact of China export restrictions and what it means for the tech giant after the company reported first-quarter financial results and shared the lost revenue opportunity for China. The NVDA Analysts: Rosenblatt analyst Kevin Cassidy...
-
Applied Materials Posts Mixed Q2: Weaker Demand Expected Due To Tariff Dynamics, Analysts Cut Price Target
Friday, May 16, 2025 - 11:04am | 739Applied Materials Inc (NASDAQ:AMAT) shares are down in early trading on Friday, after the company reported on Thursday its fiscal second-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Applied Materials Analyst Harlan Sur...
-
Arm Holdings Posts Record Q4 Revenues, Q1 Guidance Lower As 'Indirect Tariff Impacts Loom': Analysts Cut Price Targets
Thursday, May 8, 2025 - 12:35pm | 1167Arm Holdings PLC (NASDAQ:ARM) shares tanked in early trading on Thursday, after the company on Wednesday reported its fiscal fourth-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Arm Holdings Analyst John Vinh...
-
AMD Market Position Is 'The Best In The Company's History,' Says Analyst
Wednesday, May 7, 2025 - 3:01pm | 569Advanced Micro Devices, Inc. (NASDAQ:AMD) reported better-than-expected quarterly results on Tuesday in what CEO Lisa Su called "an outstanding start to 2025." Analysts are weighing in on the report. Key Takeaways: Benchmark analyst Cody Acree emphasized AMD's market share gains as one of the...
-
Intel Shares Slide As Tariff Jitters Cloud Outlook, Analysts See More Challenges Despite New CEO Initiatives
Friday, April 25, 2025 - 1:26pm | 924Intel Corp (NASDAQ:INTC) shares dropped sharply after the company announced on Thursday disappointing second-quarter guidance. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Rosenblatt Securities On Intel Analyst Kevin Cassidy maintained a Sell rating,...
-
Nvidia, AMD Take A $17 Billion Hit In The AI Arms Race, While Broadcom Remains Shielded, Says Analyst
Thursday, April 17, 2025 - 11:30am | 451The AI-fueled rally in semiconductors just ran into a geopolitical buzzsaw. NVIDIA Corp (NASDAQ:NVDA) and Advanced Micro Devices Inc (NASDAQ:AMD) disclosed this week that the U.S. government has imposed new license requirements for selling their AI-focused chips — Nvidia’s H20 and AMD's MI308...
-
Micron Technology Q2 Earnings Preview: Results In-Line, Soft Guide Likely
Tuesday, March 18, 2025 - 10:16am | 330Micron Technology Inc. (NASDAQ:MU) is scheduled to report its fiscal second quarter earnings on Thursday. The company is likely to report its revenues, gross margins and earnings in-line with consensus expectations, although guidance is expected to be soft, according to JPMorgan. The Micron...
-
Marvell Technology Quells Fears Of Losing Next-Gen XPU At Amazon, Expects To Surpass AI Revenues In FY26
Thursday, March 6, 2025 - 11:20am | 717Shares of Marvell Technology Inc (NASDAQ:MRVL) tanked in early trading on Thursday, despite the company reporting upbeat fourth-quarter results. The results came in amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Marvell Technology Analyst John Vinh...
-
Nvidia Analyst Sees 'Significant Upside' For Stock With Favorable Risk/Reward
Thursday, February 27, 2025 - 1:05pm | 757NVIDIA Corporation (NASDAQ:NVDA) analysts see strong Blackwell demand and improved guidance, brushing off several concerns for the semiconductor company after its fourth-quarter financial results. The Nvidia Analysts: JPMorgan analyst Harlan Sur reiterated an Overweight rating on Nvidia with a $...
-
Analog Devices Posts Q4 Beat, Analysts Say Industry Shows Early Signs Of Cyclical Recovery
Thursday, February 20, 2025 - 12:23pm | 562Shares of Analog Devices Inc (NASDAQ:ADI) were rising in early trading on Thursday, after the company reported upbeat fiscal first-quarter results. Here are some key analyst takeaways. Oppenheimer analyst Rick Schafer maintained an Outperform rating, while raising the price target from $245 to $...
-
ON Semiconductor's Q4 Revenues Down 15% As Automotive Industry Hits Massive Speed Bump, 7 Analysts Cut Forecasts On Continued Demand Weakness
Tuesday, February 11, 2025 - 12:48pm | 1124Shares of ON Semiconductor Corp (NASDAQ:ON) were climbing in early trading on Tuesday, despite the company reporting a steep decline in fourth-quarter revenues. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. Stifel On ON...