Kevin Cassidy

After a huge run-up in semiconductor stocks, some investors are growing concerned about lofty valuations. One of the best ways for investors to mitigate risk in a particular sector is to use pair trades; a new commentary from Stifel suggests Intel Corporation (NASDAQ: INTC) and Advanced Micro...

NVIDIA Corporation (NASDAQ: NVDA) investors didn’t seem to get what they were hoping for at the tech company's analyst day Tuesday. The stock is now down more than 10 percent in the past two days. Here’s a sampling of what analysts had to say about Nvidia after the company'...

Micron Technology, Inc. (NASDAQ: MU), despite a top and bottom line Q2 earnings beat, couldn't live up to lofy earnings expectations, and the stock is trading down by more than 7 percent Friday. Here’s a rundown of what a handful of Wall Street analysts have to say about Micron’s...

Advanced Micro Devices, Inc.(NASDAQ: AMD) shares were up 5.8 percent Wednesday after the company’s fourth-quarter earnings report topped lofty market expectations. A number of Wall Street analysts weighed in following the report.  Voices From The Street Bernstein analyst Stacy...

Intel Corporation (NASDAQ: INTC) shares were up 10 percent Friday after the company’s fourth-quarter earnings report blew expectations out of the water. A number of Wall Street analysts weighed in on Intel following the report. Voices From The Street Oppenheimer analyst Rick Schafer said...

Intel Corporation (NASDAQ: INTC)'s third-quarter earnings report is a "good old fashioned" beat story, analysts at Stifel said in a research report. The firm's Kevin Cassidy maintains a Buy rating on Intel's stock with an unchanged $46 price target. Intel's third-quarter revenue rose 9.4 percent...

Investors made it clear that Advanced Micro Devices, Inc. (NASDAQ: AMD)'s third-quarter earnings report and fourth-quarter guidance was weak and disappointing. But that isn't necessarily the case, according to Stifel's Kevin Cassidy, who maintains a Hold rating on AMD's stock with...

Shares of Micron Technology, Inc. (NASDAQ: MU) were trading lower by 3 percent early Wednesday morning in reaction to the company's new share offering in which it will sell around $1 billion in stock. Following the announcement, Stifel's Kevin Cassidy maintains a Buy rating on Micron's stock with...

Smart Global Holdings Inc (NASDAQ: SGH) shares skyrocketed over 19 percent last Friday in reaction to its fiscal year fourth-quarter results, which showed a solid 53-percent revenue growth and more than four-fold increase in its non-GAAP earnings per share. The results were ahead of the...

Micron Technology, Inc. (NASDAQ: MU) shares jumped 8 percent Wednesday after the company topped market expectations for fiscal fourth-quarter revenue and EPS and issued forward guidance above Wall Street’s expectations. A number of Wall Street analysts weighed in on Micron following the...

Ambarella Inc (NASDAQ: AMBA) shares came under selling pressure this week, as the shares dipped about 10 percent by Thursday in the abbreviated week.   Stock Sell-Off A Buying Opportunity After climbing to the highest level in the year-to-date period ahead of the Memorial Day holiday, the...

Despite reporting better-than-expected third-quarter numbers, shares of Ambarella Inc (NASDAQ: AMBA) fell more than 7 percent as inventory concerns weighed on the fourth quarter outlook, which missed Street view. Quarterly Print Gist Following is a gist of Ambarella’s results: Q3 EPS: $1.11...

The share price of Ambarella, Inc. (NASDAQ: AMBA) has increased a little over 30 percent, year to date. Stifel’s Kevin Cassidy has maintained a Buy rating and price target of $115 on Ambarella. Cassidy believes that the company’s market strategy and core video processing...