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5 Nvidia Analysts On AI Inflection, A $1-Trillion Opportunity, Silicon-Software Split And Sky-High Valuation
Wednesday, March 23, 2022 - 4:35pm | 990At the Nvidia Corporation (NASDAQ: NVDA) GTC 2022 virtual keynote event, CEO Jensen Huang announced several breakthrough, innovative products. The company also hosted an analyst day along with the event. Here's what the Street has to say. The Nvidia Analysts: Rosenblatt...
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Why Nvidia Bulls Laud The Stock As 'Tough Not To Own' After Q4 Print
Thursday, February 17, 2022 - 4:22pm | 970NVIDIA Corporation (NASDAQ: NVDA) reported forecast-beating fourth-quarter results and issued upbeat guidance for the first quarter. Notwithstanding the better-than-expected earnings report, the stock is pulling back sharply on Thursday. The Nvidia Analysts: Needham analyst Rajvindra Gill...
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Why Nvidia Analysts Reaffirm Bullish Stance And Hike Price Targets Following Blowout Quarter; 'Path to $1 Trillion Club Evident'
Thursday, November 18, 2021 - 12:29pm | 1054NVIDIA Corporation (NASDAQ: NVDA) announced Wednesday strong quarterly results and guidance, sending the shares of the graphic processor titan up sharply. The Nvidia Analysts: Rosenblatt Securities analyst Hans Mosesmann reiterated a Buy rating and price target of $400. Needham analyst...
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Nvidia Analyst Raises Price Target By 78%: 'Chipmaker Has Largest TAM Expansion Opportunity In All Of Tech'
Tuesday, November 16, 2021 - 7:48pm | 437Nvidia, Inc. (NASDAQ: NVDA) shares received a big upward price target revision from Credit Suisse shortly ahead of the graphic chipmaker's quarterly results. The Nvidia Analyst: Join Pitzer reiterated an Outperform rating on Nvidia and increased the price target from $225 to $400,...
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4 Broadcom Analysts Dive Deep Into Chipmaker's 2 Key Growth Areas, Valuation And Near-Term Catalysts
Friday, September 3, 2021 - 12:42pm | 580Broadcom Inc. (NASDAQ: AVGO) shares are higher Friday after the chipmaker reported strong fiscal-year 2021 third-quarter results. The Broadcom Analysts: Rosenblatt Securities analyst Hans Mosesmann reiterated a Buy rating on Broadcom and increased the price target from $550 to $600. KeyBanc...
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Why Applied Materials Analysts Are Largely Bullish After Q2 Earnings
Friday, May 21, 2021 - 3:12pm | 565Chip equipment maker Applied Materials, Inc. (NASDAQ: AMAT) reported forecast-beating results for the fiscal year second quarter. The Applied Materials Analysts: Morgan Stanley analyst Joseph Moore maintained an Equal-weight rating on Applied Materials shares and increased the price target from...
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What To Expect From Nvidia's Analyst Day on April 12
Friday, April 9, 2021 - 4:33pm | 368NVIDIA Corporation (NASDAQ: NVDA) shares have recovered from the market-wide tech sell-off. The company has an immediate catalyst in the form of its Analyst Day, scheduled for Mon. April 12, 1 p.m. to 3 p.m. EST. The Nvidia Analyst: Credit Suisse analyst John Pitzer maintained an Outperform rating...
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AMD: What The Street Is Saying Ahead Of Chipmaker's Q4 Print
Tuesday, January 26, 2021 - 11:29am | 604Advanced Micro Devices, Inc. (NASDAQ: AMD) is scheduled to release fourth-quarter results Tuesday after the market closes. Analysts are projecting strong top- and bottom-line performance. AMD's Q4 Metrics: Analysts, on average, estimate earnings per share of 47 cents on revenue...
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AMD Analysts See Momentum Ahead, With Xilinx Deal Expanding Market Opportunity
Wednesday, October 28, 2020 - 12:54pm | 871Advanced Micro Devices, Inc. (NASDAQ: AMD) reported strong quarterly results Wednesday and announced an agreement to buy programmable chipmaker Xilinx, Inc. (NASDAQ: XLNX) for $35 billion in stock. Credit Suisse On Xilinx Deal, AMD's Q3: The per-share deal value of $143 represents...
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Bullish Broadcom Analysts Lift Price Targets, Highlight Execution, iPhone Exposure
Friday, September 4, 2020 - 3:57pm | 886Broadcom Inc (NASDAQ: AVGO) reported strong quarterly results Thursday, sending the semiconductor stock higher. The Broadcom Analysts: BofA Securities analyst Vivek Arya reiterated a Buy rating on Broadcom shares and upped the price target from $400 to $450. UBS analyst Timothy Arcuri...
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Nvidia Analysts See Multibillion-Dollar Opportunity In Automated Driving Deal With Mercedes-Benz
Wednesday, June 24, 2020 - 2:39pm | 618NVIDIA Corporation (NASDAQ: NVDA) announced Tuesday an automated driving system partnership with Daimler AG's (OTCMKTS: DDAIF) Mercedes-Benz. The Nvidia Analyst: BofA Securities analyst Vivek Arya maintained a Buy rating on Nvidia with a $420 price target. Needham analyst Rajvindra...
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What AMD Analysts Expect From The Chipmaker's Q1 Report
Monday, April 27, 2020 - 3:41pm | 780With Intel Corporation (NASDAQ: INTC) reporting strong first-quarter results, the Street's focus now turns to its peer Advanced Micro Devices, Inc. (NASDAQ: AMD), which is scheduled to release its financial results Tuesday after the close. The AMD Analysts Credit Suisse analyst John Pitzer...
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AMD's First Analyst Day In 3 Years Leaves Street Impressed With Product Roadmap, 'Sustaining Momentum'
Saturday, March 7, 2020 - 5:56pm | 599Two Advanced Micro Devices, Inc. (NASDAQ: AMD) analysts came away confident about the semiconductor company's fundamentals following its financial analyst day Thursday. The AMD Analysts Deutsche Bank Securities analyst Ross Seymore maintained a Hold rating on AMD shares...
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AMD Analysts Discuss Server, Data Center Strength And Conservative Guidance
Wednesday, January 29, 2020 - 12:01pm | 907Shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) are retreating in reaction to the chipmakers' fourth-quarter results. AMD reported fourth-quarterly earnings of 32 cents per share on Tuesday, which beat the analyst consensus estimate of 31 cents. The company reported quarterly sales of $2....
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Credit Suisse: Lam Research Faces Near-Term Pressures, But Long-Term Drivers Are Intact
Thursday, August 1, 2019 - 2:21pm | 343While Lam Research Corporation (NASDAQ: LRCX) reported its fourth-quarter revenue and EPS ahead of expectations, its first-quarter guidance was disappointing on both fronts, according to Credit Suisse. The Analyst John Pitzer maintained an Outperform rating on Lam Research with an unchanged $278...