-
The Apple iPhone Hurt Qualcomm, Too
Thursday, January 28, 2016 - 10:33am | 347Read More...QUALCOMM, Inc (NASDAQ: QCOM) shares have been trending lower over the last three months, and are down 19 percent since October 28. FBR’s Christopher Rolland maintained a Market Perform rating for the company, with a price target of $56. The impact of fewer-than-expected shipments of...
-
Could Intel's Earnings Be A Top This Quarter?
Friday, January 15, 2016 - 10:30am | 309Read More...Shares of Intel Corporation (NASDAQ: INTC) have appreciated 10.42 percent over the past six months to $35.44 on December 29. FBR’s Christopher Rolland has maintained an Outperform rating on the company, with a price target of $38. Although the company has issued lackluster guidance...
-
FBR Deep Dives Into Global Handset Content Trends, Highlights Six Key Takeaways
Monday, January 4, 2016 - 5:42pm | 411Read More...In a new report, FBR analyst Christopher Rolland takes a deep dive into global handset content trends. FBR has identified six key elements to watch heading into 2016. 6 Takeaways Though the firm remains bullish overall for many of the semiconductor names under its coverage, FBR believes that...
-
Is Marvell Technology Un-Investible? Here's Why FBR Thinks So
Thursday, December 10, 2015 - 10:57am | 281Read More...Shares of Marvell Technology Group Ltd. (NASDAQ: MRVL) have been trending south in 2015 and are down 47 percent year-to-date. FBR’s Christopher Rolland maintained a Market Perform rating on the company, with a price target of $11. In the absence of an auditor, the company’s...
-
FBR Adds NXP Semiconductors To Top Pick List, Sees Revenue 'Snapback'
Wednesday, November 18, 2015 - 10:40am | 248Read More...Shares of NXP Semiconductors NV (NASDAQ: NXPI) have declined 23.66 percent over the last six months, hitting a low of $73 on October 29. Christopher Rolland of FBR & Co. has maintained a Positive rating on the company, while reducing the price target from $115 to $105. While adding...
-
FBR Downgrades Knowles Corp, Reveals Big Picture Concerns
Tuesday, October 27, 2015 - 11:23am | 320Read More...Knowles Corp (NYSE: KN) shares are up 9 percent since September 28, with significant volatility over the past three months. FBR & Co’s Christopher Rolland downgraded the rating on the company from Market Perform to Underperform, while reducing the price target from $18 to $15....
-
Was Intel's Bar Too High?
Wednesday, October 14, 2015 - 1:08pm | 1028Read More...Shares of Intel Corporation (NASDAQ: INTC) were trading lower by nearly 2 percent Wednesday morning following its third-quarter print. Intel posted a better-than-expected earnings per share and revenue along with a cautious outlook. Analysts were mixed following the quarterly print. Shares of...
-
FBR Upgrades Fairchild Semi To Outperform, Highlights EPS-FCF 'Discrepancy'
Friday, July 17, 2015 - 8:42am | 235Read More...In a report published Friday, FBR analyst Christopher Rolland upgraded the rating on Fairchild Semiconductor Intl., Inc. (NASDAQ: FCS) to Outperform, while lowering the price target from $22 to $20, following a challenging quarter for the company and the 2016 FCF expectations. The company...
-
Semiconductor M&As: Who's Next?
Thursday, June 4, 2015 - 9:34am | 443Read More...In a report published Thursday, FBR analyst Christopher Rolland noted that if the pace of consolidation seen within the semiconductor sector continues this year, 32 percent of all U.S. publicly traded companies in the space will be acquired. Rolland said that while such a run-rate is not...
-
FBR: Buy Intel...Still
Wednesday, May 20, 2015 - 11:46am | 454Read More...In a report released today, Christopher Rolland from FBR Capital reiterated an Outperform rating on Intel Corporation (NASDAQ: INTC), with a price target of $40. The company’s shares closed yesterday at $33.41. Rolland noted, “Last week, we traveled with Intel Corporation’s...
-
FBR Analyst Weighs In On Lenovo/Marvell Takeover Rumors
Friday, January 30, 2015 - 4:44pm | 232Read More...Speaking to Benzinga, FBR & Co Analyst Christopher Rolland addressed rumors that Lenovo Group Limited (ADR) (OTC: LNVGY) may make a formal offer for Marvell Technology Group Ltd. (NASDAQ: MRVL) at around $19 per share this weekend. Rolland said that “there were reports at the...
-
Analyst Reactions To Cavium's Q4 Earnings
Thursday, January 29, 2015 - 11:11am | 297Read More...Cavium Inc (NASDAQ: CAVM) reported Q4 earnings results Wednesday that were slightly above expectations. Following the results, JMP Securities downgraded that stock from Market Outperform to Market Perform. Analyst Alex Gauna commented that the stock “fell short of living up to the...
-
FBR: Marvell Technology Won't Discount Wireless Unit
Monday, January 12, 2015 - 6:10pm | 274Read More...Marvell Technology Group Ltd. (NASDAQ: MRVL) is keeping investors in suspense about a supposedly "game-changing" technology planned for the current quarter, an analyst said Monday. FBR's Christopher Rolland speculated the technology may integrate radio frequency into the computer...
-
UPDATE: FBR Capital Markets Initiates Coverage On Knowles As Competitive Pressures Mount
Friday, December 5, 2014 - 9:39am | 181Read More...In a report published Friday, FBR Capital Markets analyst Christopher Rolland initiated coverage on Knowles Corporation (NYSE: KN) with a Market Perform rating and $21.00 price target. In the report, FBR Capital Markets noted, “We believe that Knowles Corporation's microelectromechanical systems (...
-
UPDATE: FBR Capital Markets Initiates Coverage On Cavium On Solid Core Business
Friday, December 5, 2014 - 9:38am | 142Read More...In a report published Friday, FBR Capital Markets analyst Christopher Rolland initiated coverage on Cavium (NASDAQ: CAVM) with an Outperform rating and $65.00 price target. In the report, FBR Capital Markets noted, “Cavium, Inc.'s heritage in extreme multi-core processing architectures and large...
