Kevin Cassidy

In a report published Wednesday, Stifel analyst Kevin Cassidy reiterated a Buy rating on NVIDIA (NASDAQ: NVDA), and raised the price target from $19.00 to $21.00. In the report, Stifel noted, “In this note we provide a preview of topics we expect Nvidia management to discuss during its 2014...

In a report published Monday, Stifel analyst Kevin Cassidy maintained a Buy rating on Ambarella, Inc. (NASDAQ: AMBA), raising its price target from $27.00 to $34.00. According to the report, AMBA shares have been very volatile since the company's Dec. 20, 2013 announcement that it is exploring...

In a report published Wednesday, Stifel analyst Kevin Cassidy reiterated a Buy rating on Broadcom Corporation (NASDAQ: BRCM), and raised the price target from $30.00 to $32.00. In the report, Stifel noted, “We have been expecting 2014 will be a critical year in establishing which semiconductor...

In a report published Friday, Stifel analyst Kevin Cassidy reiterated a Buy rating on Marvell Technology Group Ltd. (NASDAQ: MRVL), and raised the price target from $14.00 to $16.00. In the report, Stifel noted, “Marvell turned in a solid quarter with revenue growth in all of its markets. The HDD...

In a report published Thursday, Stifel analyst Kevin Cassidy reiterated a Buy rating on Mellanox Technologies Ltd. (NASDAQ: MLNX), but lowered the price target from $63.00 to $55.00. In the report, Stifel noted, “Mellanox' results and guidance missed our below-consensus estimates. While this is...

In a report published Thursday, Stifel analyst Kevin Cassidy reiterated a Buy rating on SanDisk Corporation (NASDAQ: SNDK), and raised the price target from $75.00 to $84.00. In the report, Stifel noted, “SanDisk reported record revenues and earnings in the 3Q13 as its product mix continues to...

In a report published Friday, Stifel analyst Kevin Cassidy reiterated a Buy rating on SanDisk Corporation (NASDAQ: SNDK), and raised the price target from $70.00 to $75.00. In the report, Stifel noted, “We are increasing our estimates for SanDisk based on the increasing demand for both client and...

In a report published Friday, Stifel analyst Kevin Cassidy reiterated a Buy rating on Micron Technology (NASDAQ: MU), and raised the price target from $24.00 to $26.00. In the report, Stifel noted, “Micron's F4Q13 results included one full month of newly-acquired Elpida's income. From our view,...

In a report published Friday, Stifel analyst Kevin Cassidy reiterated a Buy rating on Micron Technology (NASDAQ: MU), and raised the price target from $20.00 to $24.00. In the report, Stifel noted, “This week we hosted investor meetings with Micron's VP of Investor Relations, Mr. Kipp Bedard. In...

In a report published Friday, Stifel analyst Kevin Cassidy reiterated a Buy rating on Marvell Technology Group Ltd. (NASDAQ: MRVL), and raised the price target from $12.00 to $14.00. In the report, Stifel noted, “Marvell posted an impressive F2Q, with revenue and gross margin above our and Street...

In a report published Monday, Stifel Nicolaus analyst Kevin Cassidy reiterated a Buy rating on Micron Technology (NASDAQ: MU), and raised the price target from $19.00 to $20.00. In the report, Stifel Nicolaus noted, “We are coming away from the Micron 2013 Summer Analyst Conference with higher...

In a report published Thursday, Stifel Nicolaus analyst Kevin Cassidy reiterated a Buy rating on Microchip Technology (NASDAQ: MCHP), and raised the price target from $50.00 to $51.00. In the report, Stifel Nicolaus noted, “In our view, Microchip continues to benefit from its strategy for...

In a report published Thursday, Stifel Nicolaus analyst Kevin Cassidy reiterated a Buy rating on SanDisk (NASDAQ: SNDK), and raised the price target from $65.00 to $70.00. In the report, Stifel Nicolaus noted, “SanDisk handily beat our and Street estimates as revenue mix increased more than we...

In a report published Wednesday, Stifel Nicolaus analyst Kevin Cassidy reiterated a Buy rating on Synaptics (NASDAQ: SYNA), and raised the price target from $48.00 to $56.00. In the report, Stifel Nicolaus noted, “In an announcement which we believe surprised most investors, Synaptics raised...