Kevin Cassidy

In a market still trying to find its footing after the turbulence of the past few years, shares of Penguin Solutions (NASDAQ:PENG) surged in early trading on Wednesday following the company's announcement of strong fiscal third-quarter earnings. The announcement came amid an exciting earnings...

Canaan Inc.'s (NASDAQ:CAN) May press release indicated that 109 bitcoins were mined, up 25% from April's figure, driven by favorable prices of the world's leading cryptocurrency, according to Rosenblatt Securities. The Canaan Analyst: Analyst Kevin Cassidy reaffirmed a Buy rating and price target...

Arm 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...

Advanced 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...

Western Digital Corp (NASDAQ:WDC) reported on Wednesday upbeat fiscal third-quarter earnings. Structural changes "unlocking profitability," the new company reported a solid earnings beat, according to Rosenblatt Securities. The Western Digital Thesis: Analyst Kevin Cassidy maintained a Buy rating,...

Rosenblatt analyst Kevin Cassidy relaunched coverage on Western Digital (NASDAQ:WDC), giving the stock a Buy and lowering the price target from $76 to $50 on Tuesday. Cassidy noted Western Digital’s spin-off of SanDisk, and the price target reflects 10 times the analyst’s adjusted EPS...

Intel 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,...

Shares of Penguin Solutions Inc (NASDAQ:PENG) tanked in early trading on Thursday, even after the company posted better-than-expected results for its second quarter on Wednesday. The company delivered "another strong quarter" and its progress in fiscal 2025 is tracking better than expected,...

Shares of Micron Technology Inc. (NASDAQ:MU) tanked in early trading Friday, even after the company reported upbeat fiscal second-quarter results. Here are some key analyst takeaways. Rosenblatt Securities On Micron Technology Analyst Kevin Cassidy maintained a Buy rating while reducing the price...

NVIDIA Corp (NASDAQ:NVDA) analysts highlight the positives from CEO Jensen Huang's Tuesday GTC keynote, including a focus on the company's roadmap and new products. The NVDA Analysts: Bank of America analyst maintained a Buy rating on Nvidia with a $200 price target. Stifel analyst Ruben Roy...

NVIDIA 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 $...

Shares 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...

Shares of Qualcomm Inc (NASDAQ:QCOM) were trading lower on Thursday, despite the company reporting record revenues for its fiscal first quarter. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Qualcomm Analyst Samik...

Shares of Qualcomm Inc (NASDAQ:QCOM) remained volatile in early trading on Thursday, after the company reported upbeat fiscal fourth-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Cantor Fitzgerald analyst C.J. Muse...

Shares of ON Semiconductor Corp (NASDAQ:ON) tanked in early trading on Tuesday, despite the company reporting upbeat second-quarter earnings. The results came amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs analyst Toshiya Hari reiterated a Buy rating, while...