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7 AMD Analysts Deep Dive Into Q4 Print: 'Expectations Are Reaching A Fever Pitch'
Wednesday, January 31, 2024 - 12:36pm | 809Shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) declined in early trading on Wednesday, after the Santa Clara, California-based company reported its quarterly results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release. Northland Capital...
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Intel Has A Tough Road Ahead: What 4 Analysts Think Of Q4 Earnings, Guidance
Friday, January 26, 2024 - 11:33am | 582Intel Corp (NASDAQ: INTC) shares tanked in early trading on Friday, despite the company reporting stronger-than-expected sales and earnings for its fourth quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release. Needham On Intel Analyst Quinn...
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Texas Instruments Reset 'Not A Shocker,' Analysts Lower Guidance After Q4 Earnings
Wednesday, January 24, 2024 - 12:49pm | 654Shares of Texas Instruments Inc (NASDAQ: TXN) tanked in premarket trading on Thursday, after the company reported its fourth-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release. Cantor Fitzgerald analyst C.J. Muse maintained a...
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Nvidia, AMD To Triumph Over Q4 Market Weakness With Cutting-Edge AI, Says Analyst: What To Expect From The Chipmakers
Monday, January 22, 2024 - 12:26pm | 788Artificial intelligence could have saved the day for semiconductor companies in the fourth quarter, an analyst at KeyBanc Capital Markets said Monday. Weak Industry Fundamentals: Broad-based demand trends remain weak, weighed down by continued inventory destocking in the auto and industry end...
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Nvidia, AMD Shares Offer Over 30% Upside Potential, Analyst Says Ahead Of Earnings: What's Driving The Chip Optimism?
Tuesday, January 16, 2024 - 7:43am | 600High-flier Nvidia Corp. (NASDAQ:NVDA), Advanced Micro Devices, Inc. (NASDAQ:AMD) and a few other chip makers received price target boosts from KeyBanc Capital Markets on Monday. The Analyst: John Vinh maintained his Outperform ratings on AMD, Nvidia, Arm Holdings plc (NASDAQ:ARM), Micron...
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AMD To Unleash Full Prowess This Year? Analyst Sees 25% Upside Potential For Stock On 'GenAI' Boost
Thursday, January 4, 2024 - 6:34am | 414Advanced Micro Devices, Inc. (NASDAQ:AMD) shares could rebound Thursday, snapping a three-session losing streak. The immediate trigger could be bargain hunting, especially with a positive sell-side price target rerating the stock received on Thursday. The AMD Analyst: KeyBanc Capital Markets...
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Micron Technology Guidance Reflects Strong Pricing Rebound: 10 Analysts Deep Dive Into Q1 Earnings
Thursday, December 21, 2023 - 1:18pm | 1146Micron Technology Inc (NASDAQ: MU) shares climbed in early trading on Thursday, after the company reported better-than-expected revenues for its fiscal first quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Goldman Sachs On...
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Advanced Micro Devices Projects $45B AI Chip Market In 2023: Analysts Say Chipmaker 'Maturing Fast' After GPU Launch
Thursday, December 7, 2023 - 5:56pm | 761Advanced Micro Devices, Inc. (NASDAQ: AMD) shares rallied Thursday after the company announced the launched of its new GenAI chip. Raymond James On Advanced Micro Devices Analyst Srini Pajjuri maintained a Strong Buy rating while raising the price target from $125 to $140. “AMD...
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Marvell's AI Approach Wins Over 6 Analysts, 1 Projects AI Data Center Revenue Over $800M In 2024
Friday, December 1, 2023 - 12:59pm | 824Semiconductor company Marvell Technology (NASDAQ:MRVL) reported third quarter financial results after market close Thursday. Here's a look at what analysts are saying about the report and what's next for the company. The Marvell Analysts: Oppenheimer analyst Rick Schafer has an Outperform rating...
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Nvidia Racing Back To $500? Chipmaker's Stock Spikes Higher In Dramatic Premarket Reversal
Wednesday, November 22, 2023 - 7:46am | 369Shares of Nvidia Corp. (NASDAQ:NVDA) reversed course in premarket trading and recouped the losses seen earlier and in Tuesday’s after-hours trading. The reversal comes as analysts shrugged off the China concerns flagged by the company after another big quarterly beat. The company reported...
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Nvidia Analysts Hail 'Jaw Dropper' Q3, But Downplay China Setback To Focus On Bigger Picture: 'This Is A 1995 Moment'
Wednesday, November 22, 2023 - 5:18am | 677Nvidia Corp.’s (NASDAQ:NVDA) third-quarter earnings report may not have wowed investors but it has struck a chord with sell-side analysts. Ives Lauds ‘Jaw Dropper Numbers:’ “The Godfather of AI Jensen [Huang] and Nvidia does it again,” said Wedbush analyst Daniel Ives...
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Nvidia Posts Q3 Beat Driven By Data Center Revenue, CEO Says Generative AI 'Taking Off': Why Is The Stock Down?
Tuesday, November 21, 2023 - 5:49pm | 1017Nvidia Corp. (NASDAQ:NVDA) delivered yet again by reporting forecast-beating third-quarter results Tuesday. The top- and bottom-line results exceeded Street expectations, as data center revenue rose to a record, thanks to a broader industry transition from general purpose to accelerated computing...
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Can AI Stalwart Nvidia Deliver Back-To-Back Hit? Q3 Earnings Preview
Tuesday, November 21, 2023 - 6:04am | 1161AI stalwart Nvidia Corp. (NASDAQ:NVDA) set a high bar for itself when it reported breathtaking results for its June quarter. The Santa Clara, California-based company now has the tall task of outperforming itself when it delivers its third-quarter report after the market closes on Tuesday. What...
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Arm Holdings Analysts Stay Bullish With Licensing Gains Overshadowing Royalty Concerns
Thursday, November 9, 2023 - 2:49pm | 606BMO Capital analyst Ambrish Srivastava reiterated a Market Perform rating on Arm Holdings Plc (NASDAQ: ARM) with a price target of $60. Arm reported a robust set of second-quarter results and guidance, showcasing its strong business model; the undergoing transition,...
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Why These NXP Semiconductors Analysts Are Not Disappointed With Q4 Guidance Miss
Tuesday, November 7, 2023 - 1:31pm | 519Shares of NXP Semiconductors NV (NASDAQ: NXPI) jumped in early trading on Tuesday, after the company reported its third-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Check out other analyst stock ratings. KeyBanc...