Mark Delaney

The semiconductor stock group got a boost Monday when Goldman Sachs updated its coverage on some popular names. The Analysts Goldman analyst Mark Delaney upgraded Micron Technology, Inc. (NASDAQ: MU) from Neutral to Buy and raised his price target from $40 to $56. Delaney reiterated his Neutral...

Goldman Sachs is dropping its bullish thesis for Micron Technology, Inc. (NASDAQ: MU) despite an improving DRAM industry with new demand drivers like artificial intelligence. The Analyst Goldman Sachs' Mark Delaney downgraded Micron Technology from Buy to Neutral with a price...

Seagate Technology PLC (NASDAQ: STX) deserves credit for improving its product offerings over the past few years to take advantage of an improved hard disk drive market, but a bearish stance is called for, according to Goldman Sachs.  The Analyst Goldman Sachs' Mark Delaney downgraded...

Avnet, Inc. (NASDAQ: AVT), a distributor of electronic components and embedded solutions, is likely to be plagued by margin pressure and challenging semiconductor industry cycle, according to an analyst at Goldman Sachs. The Analyst Goldman's Mark Delaney downgraded Avnet from Neutral to...

Shares of Microchip Technology Inc. (NASDAQ: MCHP) have gained 30 percent over the past year, and Goldman Sachs sees the case for a further 13-percent upside for three key reasons. The Analyst Goldman Sachs' Mark Delaney upgraded Microchip Technology's stock rating from Neutral to Buy...

The incredible run in semiconductor stocks has continued in 2017, with the VanEck Vectors Semiconductor ETF (NYSE: SMH) once again more than doubling the overall return of the S&P 500. On Tuesday, Goldman Sachs’ research team took inventory of where top semiconductor stocks stand after...

Micron Technology, Inc. (NASDAQ: MU)'s stock could move higher by as much as 20 percent due to one notable upcoming catalyst, analysts at Goldman Sachs argue. The firm's Mark Delaney upgrades Micron's stock rating from Neutral to Buy with a price target boosted from $33 to $40 ahead of the company'...

Microsemi Corporation (NASDAQ: MSCC) could be the next talked-about name in semi stocks. Goldman Sachs analyst Mark Delaney upgraded shares of the company from Neutral to Buy with a $55 price target, suggesting a 16-percent upside (see his track record here). The upgrade was prompted by a strong...

Mark Delaney of Goldman Sachs believes Micron Technology, Inc. (NASDAQ: MU) is well positioned to beat Street estimates in the coming quarters, but this isn't enough to maintain a bullish stance. Delaney downgraded shares of Micron from Buy to Neutral with a price target lowered from $32 to $30....

Micron Technology, Inc. (NASDAQ: MU) pre-announced its Q1 FY 2017 results ahead of expectations. There seems to be “additional upside” to the company’s Q2 results due to strong memory ASPs, especially in the datacenter, Goldman Sachs’ Mark Delaney said in a report. He...

Goldman Sachs’ Mark Delaney expressed a constructive stance on the opportunity for ON Semiconductor Corp (NASDAQ: ON) from its product cycles, as well as the benefits from the Fairchild Semiconductor Intl Inc (NASDAQ: FCS) acquisition. Delaney reinitiated coverage of ON Semiconductor with...

Micron Technology, Inc. (NASDAQ: MU) reported Q4 results in-line with the positive preannouncement. While DRAM market conditions may remain strong in the coming quarters, the company’s “ability to translate improved industry prices into better EPS and positive FCF continues to trail...

Goldman Sachs Group believes exposure to longer product cycles, less customer focus and enhanced pricing power resulting in improved margins is the key factors while selecting the stocks in IT supply chain. Therefore, analysts Mark Delaney and Timothy Sweetnam upgraded Flextronics International Ltd...