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3 Top 5G Semiconductor Stock Picks From BofA
Friday, May 22, 2020 - 12:14pm | 448The rollout of 5G wireless networks around the world is one of the biggest potential stock market catalysts in the coming years — especially for semiconductor stocks. Some companies will certainly benefit from the 5G network boom more than others. BofA Securities analyst Vivek Arya said...
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Analysts Discuss Broadcom's New Supply Agreement With Apple
Tuesday, June 11, 2019 - 11:15am | 409Broadcom Inc (NASDAQ: AVGO) confirmed Monday in a regulatory filing a new two-year agreement to supply Apple Inc. (NASDAQ: AAPL) with radio-frequency components for its smartphones, tablets and watches. The Analysts Morgan Stanley's Craig Hettenbach maintains an Equal-Weight rating on Broadcom...
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KeyBanc: Wait For A Better Entry Point In Cree After Infineon Deal
Wednesday, March 7, 2018 - 3:08pm | 421Investors looking to buy shares of Cree, Inc. (NASDAQ: CREE) after the lighting company announced a 345-million-euro ($428 million) acquisition of most of Infineon's radio frequency power business should wait for a better entry point, according to KeyBanc. The Analyst KeyBanc Capital Markets...
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Qorvo Essentially Confirms Apple Design Win; Nomura Upgrades
Thursday, February 1, 2018 - 2:28pm | 526Qorvo Inc (NASDAQ: QRVO), a provider of high-performance RF solutions for advanced wireless devices, defense radar and communications, is on a run of design wins, with Apple Inc. (NASDAQ: AAPL) likely the latest to source from the Greensboro, North Carolina-based company. The Analyst...
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Rosenblatt Says Qualcomm RF efforts Could Become Headwind For Skyworks, Qorvo
Thursday, January 25, 2018 - 4:14pm | 451QUALCOMM, Inc. (NASDAQ: QCOM) announced Wednesday the signing of four MOUs with Chinese mobile communications companies that supply Qualcomm's RF front end components valued at more than $2 billion in aggregate over three years. The Chinese companies include Lenovo Group Limited (ADR) (OTC...
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All The News That Has Energous Up 300% This Week
Thursday, December 28, 2017 - 3:45pm | 495Shares of Energous Corp (NASDAQ: WATT) are on fire, up more than 30 percent on Thursday on top of Wednesday's triple-digit percentage gain. What You Need To Know Energous develops a wireless charging technology, WattUp, which is a radio frequency-based charging solution that delivers power...
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5G Will Mean Plenty Of Blue Sky For Skyworks
Tuesday, September 5, 2017 - 10:15am | 348Analysts at Citi Research turned bullish on Skyworks Solutions Inc (NASDAQ: SWKS) given the company's potential to capitalize on a future 5G deployment. The firm's Atif Malik upgraded Skyworks' stock rating from Sell to Buy with a $125 price target. Skyworks should be seen as an "attractive play"...
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Hear That? It's Tech Earnings Season Sneaking In
Thursday, October 1, 2015 - 2:02pm | 603Earnings season is set to kick off soon with macro and global concerns in focus. Richard Schafer of Oppenheimer commented on the technology group, noting he hasn't seen any signs of further deterioration. Schafer is expecting the group to post "roughly in-line" third quarter results, with a "...
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How To Invest In The iPhone Without Investing In Apple
Thursday, August 13, 2015 - 10:40am | 398In a report published Wednesday, Oppenheimer analyst Rick Schafer commented on a recent meeting with Skyworks Solutions Inc (NASDAQ: SWKS)'s senior executives during the 18th Annual OPCO Technology, Internet & Communications Conference. Shafer noted that the tone of the meeting was...
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Barclays Explores The Semiconductor Space, Says The RF 'Golden Age' Is Losing Luster
Tuesday, April 14, 2015 - 8:38am | 450In a report published Tuesday, Barclays analyst Blayne Curtis previewed the semiconductors space heading in to the first quarter earnings season. According to Curtis, semiconductor firms are expected to report "largely better" results and guidance but some softness in PCs and China...
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MKM Comments On Semiconductors, Says This Is Still The 'Golden Age' Of Radio Frequency
Tuesday, April 7, 2015 - 1:45pm | 348In a report published Tuesday, MKM Partners analyst Ian Ing argued that any near-term weakness in Radio Frequency (RF) names represents a buying opportunity as RF names remain a relative value, trading at a discounted multiple to the S&P 500. "While we agree with consensus opinion that...
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S&P Lowers Regions Financial (RF) To Hold From Buy
Thursday, March 18, 2010 - 2:14pm | 158S&P analyst, E.Oja, lowered Regions Financial (NYSE: RF) to hold from Buy, today, on price appreciation. Shares are up nearly 14% in March and 45% year-to-date, vs. about 10% and 23%, for the S&P Regional Bank index. “They are nearing our target price of $8, which we are keeping. While...