Mark Lipacis

Following Analyst Day at Lattice Semiconductor Corp (NASDAQ: LSCC), Jefferies upgraded the stock, as the company has emerged from a transaction process and provided a comprehensive outlook, removing overhangs on the stock. Jefferies continues to view the company as a potential takeover target,...

Close on the heels of Texas Instruments Incorporated (NASDAQ: TXN) bumping up its quarterly dividend by 24 percent, Jefferies said in a note it expects the company to raise its dividend yet again. As such, the firm reiterated its Buy rating on the shares of Texas Instruments and its $96 price...

Demand for cryptocurrency mining has been a pleasant surprise for shareholders of Advanced Micro Devices, Inc. (NASDAQ: AMD) and NVIDIA Corporation (NASDAQ: NVDA). There’s no question the surge in crytocurrency prices has driven demand for cryptocurrency mining GPUs. However, recent reports...

The world is about to see the fourth tectonic shift in technology, and Jefferies analyst Mark Lipacis sees several companies being able to capitalize off of it. “Every 15 years the computing industry experiences a tectonic shift, which dramatically changes the computing model and competitive...

NVIDIA Corporation (NASDAQ: NVDA)'s beat-and-raise quarter isn't the most impressive aspect of the company's first-quarter earnings report, at least according to analysts at Jefferies. Anlayst Mark Lipacis maintained a Buy rating on Nvidia's stock with an unchanged $140 price target...

Recent checks in the Asia PC supply chain point toward a “systemic turnaround” at Advanced Micro Devices, Inc. (NASDAQ: AMD), backed by higher responsiveness, better execution, enthusiasm for the Zen Desktop MPUs and positive expectations for Zen Server, Jefferies’ Mark Lipacis...

Commenting on NVIDIA Corporation (NASDAQ: NVDA)'s fourth-quarter results, Jefferies termed the company as one of the most exciting growth drivers in tech. The firm believes the 55 percent year-over-year revenue growth marked the second derivative peak, while it sees the 200 percent growth in...

“At CES this year, Audi and Mercedes Benz announced self driving car development programs based on NVIDIA Corporation (NASDAQ: NVDA) technology,” reported Jefferies’ Mark Lipacis in a note. Lipacis maintains a Buy rating on NVIDIA, while raising the price target from $110 to $125...

After market close on Thursday, NVIDIA Corporation (NASDAQ: NVDA) reported Q3 results, which blew away Street estimates. Midday Friday, the stock was trading up over 25 percent. Positive Quarter In Review The positive quarter led Jefferies analyst Mark Lipacis to increase his price target for the...

NVIDIA Corporation (NASDAQ: NVDA) remains a top pick for Jefferies, saying that the firm's "four secular trends thesis [is] just starting to play out." Analyst Mark Lipacis noted NVIDIA's first-quarter beat was driven by three of those four theses: datacenter (up 63 percent year-over-year), auto (...

Shares of Xilinx, Inc. (NASDAQ: XLNX) are up more than 12.5 percent this week following a big Q4 revenue beat. But should traders now be taking profits on Xilinx, or is there more upside in coming months? Here’s what top firms have to say about the stock now. Deutsche Bank Analyst Ross...

Shares of NVIDIA Corporation (NASDAQ: NVDA) were trading higher by more than 2 percent on Friday as investors and traders were encouraged by the prospects of its new partnership with Alibaba Group Holding Ltd (NYSE: BABA)'s cloud unit, AliCloud. Mark Lipacis of Jefferies commented in a note...