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AMD's First Analyst Day In 3 Years Leaves Street Impressed With Product Roadmap, 'Sustaining Momentum'
Saturday, March 7, 2020 - 5:56pm | 599Two Advanced Micro Devices, Inc. (NASDAQ: AMD) analysts came away confident about the semiconductor company's fundamentals following its financial analyst day Thursday. The AMD Analysts Deutsche Bank Securities analyst Ross Seymore maintained a Hold rating on AMD shares...
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What Wall Street Thinks Of Nvidia's Q2 Earnings
Saturday, August 18, 2018 - 9:29am | 803NVIDIA Corporation (NASDAQ: NVDA) stock fell 5 percent Friday after the company missed market expectations with its third-quarter guidance. Several Wall Street analysts weighed in on Nvidia stock following the earnings report. Here’s a rundown of what they had to say. Cryptocurrency Noise...
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Wall Street Analysts Weigh In On Ambarella's Q1 Earnings
Wednesday, June 6, 2018 - 1:18pm | 445Ambarella Inc (NASDAQ: AMBA) stock crashed more than 13 percent Wednesday after the company’s first-quarter earnings report disappointed the market. Several Wall Street analysts have weighed in on Ambarella stock following the report. Here’s a sampling of what they had to say. Mixed...
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Wall Street Reacts To Nvidia's Quarter
Friday, May 11, 2018 - 1:19pm | 742NVIDIA Corporation (NASDAQ: NVDA) reported another record quarter on Thursday, but the market wasn’t particularly impressed. Nvidia stock traded down more than 2 percent on Friday. Here’s what Wall Street analysts had to say about Nvidia following the report. Low-Quality Beat Deutsche...
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Broadcom Still A Top Pick Among Analysts Despite Blocked Merger
Thursday, March 15, 2018 - 11:13am | 435Broadcom Ltd (NASDAQ: AVGO)'s pursuit of QUALCOMM, Inc. (NASDAQ: QCOM) has come to an end after President Donald Trump blocked the deal. While Singapore-based Broadcom is free to pursue acquisitions of other U.S.-based companies, Wall Street analysts are now resuming coverage of the stock under...
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Cyclical Fears For Semis Are Rising, Says Deutsche Bank
Saturday, February 24, 2018 - 4:59pm | 439Semiconductor stocks led by NVIDIA Corporation (NASDAQ: NVDA) have exploded higher as a combination of chip demand and rising prices created the perfect opportunity for growth. However, after another huge year for demand in 2017, investors must decide whether the semiconductor boom is cyclical or...
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What To Expect In AMD's Q4 Earnings Report
Monday, January 29, 2018 - 4:49pm | 653Shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) have already gained nearly 30 percent in 2018 and the company's Q4 earnings report Tuesday afternoon could result in an acceleration in the stock's advance or put a pause to the momentum. Consensus analyst estimates for EPS stand at 5...
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Expectations Mount For Nvidia; Analyst Raises Target To $190 Ahead Of Earnings
Wednesday, November 8, 2017 - 4:44pm | 383Graphics chipmaker NVIDIA Corporation (NASDAQ: NVDA), which is giving chip rivals Intel Corporation (NASDAQ: INTC) and Advanced Micro Devices, Inc. (NASDAQ: AMD) the jitters, is scheduled to report its fiscal third-quarter results after the market close on Thursday. See Benzinga's preview of...
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Analyst: Don't Freak Out About The Departure Of AMD's Head Of Radeon
Wednesday, November 8, 2017 - 12:13pm | 322What Happened: Late Tuesday, UK tech news site Hexus reported Advanced Micro Devices, Inc (NASDAQ: AMD) Senior Vice President and Chief Architect of the Radeon Technologies Group, Raja Koduri, decided to leave the company. AMD later confirmed the news. The Stock's Reaction: Shares of AMD hit a...
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Does The AMD-Intel Chip Deal Really Matter For Nvidia?
Tuesday, November 7, 2017 - 1:38pm | 453Intel Corporation (NASDAQ: INTC) and Advanced Micro Devices, Inc. (NASDAQ: AMD) on Monday announced a new partnership in which Intel will now be using AMD’s Vega GPU in its multi-chip high-end notebook packages. The deal is certainly good news for AMD investors, but it may be a slight...
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A Bullish Call On AMD's Q3 Earnings, Guidance
Monday, October 23, 2017 - 1:52pm | 380Advanced Micro Devices, Inc. (NASDAQ: AMD) reports its third-quarter earnings after the closing bell Thursday, and expectations are high. On Monday, Deutsche Bank analyst Ross Seymore said he expects AMD to meet or beat earnings and sales expectations but sees little upside for the stock following...
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Ichor Has A New Growth Driver: Liquid Delivery Module
Tuesday, October 10, 2017 - 3:17pm | 341Deutsche Bank analysts Sidney Ho and Ross Seymore reiterated their Buy rating for Ichor Holdings Ltd (NASDAQ: ICHR) and increased their price target for the stock from $26.91 to $32. They were encouraged by the new liquid delivery model contract and by a stronger capex environment in second-half...
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Ahead Of Deutsche Tech Conference, Here's What Analysts Want To Ask AMD, Intel and Others
Thursday, September 7, 2017 - 3:07pm | 566Deutsche Bank will host its annual DB Tech Conference on Sept. 12 and 13, highlighting 34 companies within the semiconductor space. Heading into the conference, investors are expecting the group to post "at least in-line to possibly better" results in the third quarter, the firm's...
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GoPro Weakness Weighs On Ambarella Outlook
Friday, September 1, 2017 - 10:42am | 326Shares of Ambarella Inc (NASDAQ: AMBA) plunged more than 20 percent Friday morning and hit a new 52-week low of $42.55 after the component maker for action camera and drones reported its second-quarter results. Deutsche Bank's Ross Seymore maintains a Hold rating on Ambarella's stock with a price...
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Analysts Applaud Micron's Beat-And-Raise Third Quarter
Wednesday, July 5, 2017 - 8:46am | 1022Micron Technology, Inc. (NASDAQ: MU) announced last week its fiscal third-quarter results, which showed 92-percent year-over-year revenue growth to $5.57 billion and non-GAAP earnings per share of $1.62 compared to $0.90 in the year-ago period. The results were ahead of the consensus estimates....