Karl Ackerman

Recent checks in Taiwan indicate significant price increases for display drivers and touch controllers, suggesting Synaptics, Incorporated’s (NASDAQ: SYNA) margin should inflect, according to Cowen. The Synaptics Analyst: Karl Ackerman upgraded the rating for Synaptics from Market Perform to...

Marvell Technology Group Ltd’s (NASDAQ: MRVL) long-term chip partnerships in 5G infrastructure are wider in scope than previously anticipated, according to Cowen. The Marvell Technology Analyst: Karl Ackerman upgraded Marvell Technology from Underperform to Market Perform and raised the...

An earlier-than-expected improvement in NAND market fundamentals will likely benefit memory and storage technology companies Western Digital Corp (NASDAQ: WDC) and Micron Technology, Inc. (NASDAQ: MU), according to Cowen. The Analyst Karl Ackerman upgraded Micron from Market Perform to Outperform...

Micron Technology, Inc. (NASDAQ: MU) is poised to see its profitability fall yet again in calendar 2020, according to Cowen. This is in contrast to the bullish views most analysts are holding in following the release of the semiconductor maker's second-quarter report March 20. The Thesis...

Marvell Technology Group Ltd. (NASDAQ: MRVL) is one of Cowen's "best ideas" for 2018, with organic growth and a highly synergistic deal according it $2-a-share earnings power, according to the research firm.  The Analyst Cowen analyst Karl Ackerman has an Outperform rating...

Reviewing Western Digital Corp (NASDAQ: WDC)'s September quarter results, Cowen defended the performance and delved into what needed to be done from here. As such, the firm maintains its Outperform rating and $117 price target on the shares of the company. At time of writing, Western Digital...

Previewing Western Digital Corp (NASDAQ: WDC)'s September quarter results, Cowen said it expects a beat-and-raise quarter from the company. The firm also sees upside to the Street numbers for the December quarter. The rationale for the expectations? The NAND business offsets what appeared to be...

Micron Technology, Inc. (NASDAQ: MU) announced last week its fiscal third-quarter results, which showed 92-percent year-over-year revenue growth to $5.57 billion and non-GAAP earnings per share of $1.62 compared to $0.90 in the year-ago period. The results were ahead of the consensus estimates....

On Tuesday, Western Digital Corp (NASDAQ: WDC) will host its first investor day since acquiring SanDisk in May, and Cowen and Company analyst Karl Ackerman said it's one investors “don’t want to miss.” Leading in, Ackerman maintains an Outperform rating and $70 price target for...

Cowen and Company issued a report on Monday highlighting Apple Inc. (NASDAQ: AAPL) after a global survey showed that investors are still bullish on iPhone demand, Apple Pay usage and longer-term Watch adoption. Apple rated as Outperform with a $135 price target. Analysts Timothy Arcuri, Bryan Prohm...