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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...
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Marvell Technology's Revenues To Recover On AI Demand; These 9 Analysts Dive Into Q1 Results
Friday, May 31, 2024 - 11:29am | 1084Shares of Marvell Technology Inc (NASDAQ:MRVL) tanked in early trading on Friday, after the company missed earnings for its fiscal first quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways. Oppenheimer analyst Rick Schafer maintained an Outperform rating...
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Marvell Technology Q1 Earnings Preview: Investors 'Particularly Interested' In Company's AI Business, Second Half Growth
Tuesday, May 28, 2024 - 2:57pm | 777Semiconductor company Marvell Technology (NASDAQ:MRVL) is set to report first-quarter financial results after market close on Thursday. Here are the earnings estimates and what analysts are saying ahead of the quarter. Earnings Estimates: Analysts expect Marvell to report first-quarter revenue of $...
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NVIDIA 'Marching Toward A Three-Trillion Market Cap': 11 Analysts Size Up Q1 Results As AI Leader 'Shows No Sign Of Slowing Down'
Thursday, May 23, 2024 - 3:12pm | 1251Semiconductor giant NVIDIA Corporation (NASDAQ:NVDA) reported first-quarter financial results after market close Wednesday. Analysts size up the results and the future of the company. The NVDA Analysts: Bank of America analyst Vivek Arya had a Buy rating and raised the price target from $1,100 to $...
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Applied Materials Sees Strong China Sales, Advanced Technology Driving Analyst Optimism
Friday, May 17, 2024 - 11:41am | 1029Shares of Applied Materials, Inc. (NASDAQ:AMAT) were highly volatile in early trading on Friday, after the company reported better-than-expected results for its fiscal second quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On Applied...
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Arm Holdings Poised To Challenge Qualcomm, Intel, AMD In AI, Analysts Predict Growth In Chip Design
Thursday, May 9, 2024 - 2:53pm | 957Arm Holdings Plc – ADR (NASDAQ:ARM) stock is trading lower Thursday as the company’s fiscal 2025 guidance disappointed the Street and raised concerns over a potential slowdown in artificial intelligence spending. Fiscal year 2025 revenue is expected of $3.8 billion...
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Astera Labs Is Gaining Market Share, 2 Analysts Recommend The Stock Despite IPO Rally
Monday, April 15, 2024 - 11:58am | 363Shares of semiconductor connectivity solutions provider Astera Labs Inc (NASDAQ: ALAB) made its public debut with a rally on the first day of trading. Here are some key analyst insights into the Santa Clara, California-based company, which raised $700 million in its initial public offering....
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5 Micron Technology Analysts Raise Forecasts After Blockbuster Q2 Results
Thursday, March 21, 2024 - 12:57pm | 743Shares of Micron Technology Inc (NASDAQ: MU) were climbing in early trading on Thursday, after the company reported upbeat results for its fiscal second quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release. Wedbush analyst Matt Bryson...
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Broadcom Rocks At AI Event: Here's What Got These Analysts Most Excited
Thursday, March 21, 2024 - 12:35pm | 831Broadcom Inc (NASDAQ: AVGO) recently announced projections for AI chip sales for 2024. The company is among the beneficiaries of massive AI investments by corporations. It hosted an “Enabling AI Infrastructure Investor Meeting” on Wednesday; here are some key analyst takeaways...
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Marvell Technology's Q4 Had 'More Bad Than Good': 7 Analysts Explore Earnings As Shares Slip
Friday, March 8, 2024 - 3:07pm | 799Shares of Marvell Technology Inc (NASDAQ: MRVL) declined by 9.35% to $77.13 at the time of publication on Friday, after the company reported its fourth-quarter results and issued disappointing guidance. The results came amid an exciting earnings season. Here are some key analyst takeaways from the...
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Broadcom Is A Buy For 'AI, Dividends And M&A Benefits,' Analyst Says: Takeaways From Q4 Earnings
Friday, March 8, 2024 - 2:40pm | 785Broadcom Inc (NASDAQ: AVGO) shares were down on Friday, even after the company reported upbeat fourth-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release. JPMorgan On Broadcom Analyst Harlan Sur maintained an Overweight rating...
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Nvidia Is Still 'Stepping On The AI Accelerator': 7 Analysts Size Up Q4 Results, Supply And Demand Dynamics
Thursday, February 22, 2024 - 12:50pm | 1097Technology giant NVIDIA Corporation (NASDAQ:NVDA) beat revenue and earnings per share estimates from analysts in its fourth quarter financial results, which they reported Wednesday. Here is what analysts are saying about the report and the future of Nvidia. The Nvidia Analysts: Goldman Sachs...
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Arm Holdings Benefits From 'Accelerated AI, Royalty Revenue': 6 Analysts Examine Q3 Print
Thursday, February 8, 2024 - 12:43pm | 812Shares of Arm Holdings PLC (NASDAQ: ARM) climbed in early trading on Thursday after rising in the premarket session. Arm Holdings announced its fiscal third-quarter results amid an exciting earnings season. Here are some key analyst takeaways from the release. Mizuho Securities analyst Vijay...
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Weakness In Nvidia's Gaming Segment Could Be A Passing Phase, JPMorgan Says In Upgrade
Tuesday, October 30, 2018 - 10:52am | 518After contrasting earnings reports from Intel Corporation (NASDAQ: INTC) and Advanced Micro Devices, Inc. (NASDAQ: AMD), JPMorgan has turned incrementally positive on NVIDIA Corporation (NASDAQ: NVDA), citing its strong growth outlook and underperformance in the recent market...
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Sell-Side Moves To Sidelines On Western Digital After Q1 Miss, Below-Consensus Guidance
Friday, October 26, 2018 - 10:40am | 559Hard drive manufacturer Western Digital Corp (NASDAQ: WDC)'s shares were tumbling Friday after the company reported after the close Thursday with in-line fiscal first-quarter non-GAAP earnings per share and revenue that trailed expectations The Analyst JPMorgan analyst Harlan Sur...