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'Significant Win': Wall Street Weighs In On Qualcomm-Apple Deal
Wednesday, April 17, 2019 - 10:20am | 1011After years of legal disputes about patents and royalties, Apple, Inc. (NASDAQ: AAPL) and QUALCOMM, Inc. (NASDAQ: QCOM) finally reached an agreement on Tuesday. Apple agreed to pay Qualcomm an undisclosed amount of cash, and Qualcomm agreed to a chipset supply deal that presumably means Qualcomm...
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Apple As A Service: Analysts Break Down Apple TV+, Apple News+ And Apple Arcade
Tuesday, March 26, 2019 - 11:45am | 1097Apple, Inc. (NASDAQ: AAPL) had one of its most important new service unveilings in recent memory on Monday, giving fans their first glimpse at streaming service Apple TV+, subscription gaming service Apple Arcade and news service Apple News+. Unfortunately for investors, Apple didn't...
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JPMorgan Double Upgrades Lumentum Amid Stronger Telecom Market
Friday, March 22, 2019 - 11:23am | 432JPMorgan's Neutral stance on Lumentum Holdings Inc (NASDAQ: LITE)'s stock was based on iPhone-related concerns, but the research firm said Friday that volumes are now likely to stabilize. The Analyst JPMorgan's Samik Chatterjee upgraded Lumentum from Neutral to Overweight...
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Analysts Largely Convinced Of F5 Networks' Deal Rationale, But See Execution Risk
Tuesday, March 12, 2019 - 12:27pm | 772F5 Networks, Inc. (NASDAQ: FFIV) announced Monday a deal to acquire privately held NGINX, which provides an open-source software going by the same name, for $670 million in cash. The Analysts Raymond James analyst Simon Leopold maintained a Market Perform rating on F5 Networks. JPMorgan analyst...
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JPMorgan Says Apple Should Go After Netflix, Sonos Or Activision
Monday, February 4, 2019 - 12:58pm | 503What should Apple Inc. (NASDAQ: AAPL) do with its cash hoard of nearly $250 billion? According to JPMorgan's Samik Chatterjee, the iPhone maker should put some or most of that cash to use to acquire one of three companies. What Happened Apple has enough cash on hand to outright buy Netflix, Inc...
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JPMorgan Finds Multiple Reasons To Turn Bullish On Lumentum
Thursday, October 11, 2018 - 11:15am | 563A combination of encouraging industrywide trends and an attractive valuation are behind JPMorgan's bullish Lumentum Holdings Inc (NASDAQ: LITE) stance. The Analyst JPMorgan's Samik Chatterjee upgraded Lumentum from Neutral to Overweight with an unchanged $80 price target. The...
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6 Reasons To Love Apple, According To JPMorgan
Thursday, September 27, 2018 - 9:45am | 412Even after an impressive 32-percent year-to-date gain, a major Wall Street firm came out bullish on Apple, Inc. (NASDAQ: AAPL) Thursday and said there are simply too many positive catalysts for the stock to ignore. The Analyst JPMorgan analyst Samik Chatterjee has initiated coverage of Apple with...
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Mobileye 'A Clear Leader,' But JPMorgan Initiates Neutral
Tuesday, July 19, 2016 - 9:00am | 307JPMorgan’s Samik Chatterjee believes Mobileye NV (NYSE: MBLY) has “emerged as a clear leader in the field of computer vision, which enables ADAS (advanced driver assistance systems) currently and is in the future expected to facilitate semi-autonomous and fully autonomous driving....