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Intel Attempts Turnaround, Analysts 'Remain On The Sidelines'
Friday, January 31, 2025 - 6:09pm | 423Intel Corp. (NASDAQ:INTC) on Thursday reported better-than-expected fourth-quarter results but lowered its forward guidance for the next quarter. Analysts weighed in on the report. Expert Ideas: Cantor Fitzgerald analyst C.J. Muse highlighted Intel's better-than-feared fourth quarter driven...
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Texas Instruments Recovery On Track As Analysts Monitor Industrial Sector Trends
Friday, January 24, 2025 - 11:52am | 858Shares of Texas Instruments Inc (NASDAQ:TXN) were trading lower on Friday, despite the company reporting better-than-expected fourth-quarter results. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. Rosenblatt Securities On Texas...
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What's Going On With Marvell Technology (MRVL) Stock?
Thursday, January 9, 2025 - 3:07pm | 619Marvell Technology Inc (NASDAQ:MRVL) shares are trading higher by some 7% to $118.23 over the trailing week. JPMorgan analyst Harlan Sur this week provided an optimistic outlook for the company, highlighting the company's strong momentum in AI-driven growth. Marvell also unveiled its custom XPU...
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JPMorgan Sees Marvell's AI Revenue Surge With $2 Billion Run-Rate In Networking By 2025
Tuesday, January 7, 2025 - 3:48pm | 439JPMorgan analyst Harlan Sur shared key takeaways of a virtual meeting on Monday with Marvell Technology, Inc. (NASDAQ:MRVL). The analyst said the company is on track to significantly exceed its previous AI target of $2.5 billion in CY25, driven by strong performance in AI optical/copper networking...
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Nvidia Analysts See Stock 'Best Positioned In AI,' Not Worried About Guidance: 'All Systems Go For Blackwell Ramp'
Thursday, November 21, 2024 - 1:31pm | 1099NVIDIA Corporation (NASDAQ:NVDA) analysts highlight the company's strong beat in the third quarter and guidance in the fourth quarter that may leave investors less confident in the short term. The NVDA Analysts: Cantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating on Nvidia with a $...
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ON Semiconductor's Q3 Solid, Analysts Highlight L-Shaped Recovery
Tuesday, October 29, 2024 - 11:17am | 690Shares of ON Semiconductor Corp (NASDAQ:ON) remained volatile in early trading on Tuesday, even after the company reported upbeat third-quarter revenues. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Needham On ON Semiconductor Analyst Quinn...
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Texas Instruments Beats Q3 Expectations, But Analysts 'Don't Yet See The Lift-Off In Sales Growth'
Wednesday, October 23, 2024 - 11:49am | 746Shares of Texas Instruments Inc (NASDAQ:TXN) spiked in early trading on Wednesday, after the company reported its third-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Bank of America Securities analyst Vivek Arya reiterated...
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Broadcom Analyst Lifts AI Revenue Forecast To $12B On Potential Strong Demand From Google, Meta
Friday, September 6, 2024 - 10:42am | 607Broadcom Inc. (NASDAQ:AVGO) is riding high on the wave of strong momentum in its AI semiconductor segment and VMware business. The company reported an earnings and revenue beat for the third quarter on Thursday. Earnings per share of $1.24 beat estimates by 3.33%. Reported revenue at $13.07 billion...
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Broadcom Q3 Earnings Preview: Can 'Sustained AI Order Momentum' Help Company With History Of Beating Estimates?
Wednesday, September 4, 2024 - 2:57pm | 938Analysts and investors will likely be looking for commentary on artificial intelligence revenue when semiconductor company Broadcom Inc (NASDAQ:AVGO) reports third-quarter financial results Thursday after market close. Earnings Estimates: Analysts expect Broadcom to report third-quarter revenue of...
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Marvell Technology Posts First Beat-And-Raise In 5 Quarters: Analysts Focus On 'Solid AI Story'
Friday, August 30, 2024 - 11:36am | 883Marvell Technology Inc (NASDAQ:MRVL) shares climbed in early trading on Friday, after the company reported upbeat second-quarter sales. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On Marvell Technology Analyst Toshiya Hari...
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Broadcom Secures Major Wins With OpenAI, Google, Meta As It Targets $150B AI Market
Thursday, August 22, 2024 - 8:26am | 548Broadcom Inc. (NASDAQ:AVGO) is stepping into a new chapter in its AI journey, securing significant victories with two major AI ASIC programs. JPMorgan’s Harlan Sur highlights that Broadcom has "recently won OpenAI's first and second generation AI ASIC programs," positioning it as OpenAI's...
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This Semiconductor Stock Holds 30% Upside: Analyst
Wednesday, August 21, 2024 - 2:47pm | 519Texas Instruments Inc (NASDAQ:TXN) might be gearing up for a substantial upside. Citigroup increased its price target for its stock from $200 to $235. Analyst Christopher Danely upgraded the stock from Neutral to Buy. Additionally, JPMorgan analyst Harlan Sur has outlined a potential 30% surge in...
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AMD's Q2 Earnings: 9 Analysts Remain Positive On Long-Term Prospects, AI Optimism Tempered By Cost Concerns
Wednesday, July 31, 2024 - 2:26pm | 1071Advanced Micro Devices, Inc. (NASDAQ:AMD) saw its shares surge in its stock price following its second-quarter earnings report, which exceeded expectations. The semiconductor giant reported earnings of $0.69 per share, surpassing the consensus estimate of $0.68, and sales of $5.835 billion, also...
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ON Semiconductor Manages Profitability Against Odds, 5 Analysts Raise Forecasts As 'Inventory Health Slowly Improves'
Tuesday, July 30, 2024 - 11:36am | 723Shares of ON Semiconductor Corp (NASDAQ:ON) tanked in early trading on Tuesday, despite the company reporting upbeat second-quarter earnings. The results came amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs analyst Toshiya Hari reiterated a Buy rating, while...
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Broadcom Q2 Earnings Preview: AI-Related Revenue In Focus, Will Partnerships With Meta, Google Shine Through In Results, Guidance?
Tuesday, June 11, 2024 - 12:04pm | 799Semiconductor company Broadcom Inc (NASDAQ:AVGO) is set to report second-quarter financial results after market close Wednesday, June 12. Here are the earnings estimates, what analysts are saying and key items to watch ahead of the report. Earnings Estimates: Analysts expect Broadcom to post second...