Nikolay Todorov

Continued strength in semiconductor chip bookings and “extremely lean” forward-looking inventory across the supply chain suggest increasing lead times and zero destocking risk on the horizon, according to Longbow Research. The Semiconductor Analyst: Nikolay Todorov upgraded the ratings...

Fitbit Inc (NYSE: FIT) has agreed to be acquired by Alphabet Inc (NASDAQ: GOOGL) in a $2.1 billion deal. The most worrying aspects of Fitbit’s weak fourth-quarter results its plummeting profitability, according to Longbow Research. The Fitbit Analyst Nikolay Todorov maintained a Neutral...

Memory product fundamentals are on the mend, according to Longbow Research, which turned bullish Wednesday on Micron Technology, Inc. (NASDAQ: MU). The Analyst Analyst Nikolay Todorov upgraded Micron from Neutral to Buy with a $66 price target. The Thesis Memory shipments are...

Even as the NAND cycle recovery remains a point of debate among analysts, Longbow Research said Monday that a cyclical recovery may be imminent. The Analyst Analyst Nikolay Todorov upgraded Western Digital Corp (NASDAQ: WDC) from Neutral to Buy with a $65 price target. The Thesis...

Action camera maker GoPro Inc (NASDAQ: GPRO) is scheduled to report first-quarter results in early May and Longbow's first-hand checks point to a "positive" report. The Analyst Longbow Research's Nikolay Todorov maintains a Neutral rating on GoPro. The Thesis GoPro launched its...

GoPro Inc. (NASDAQ: GPRO) issued a strong earnings report and bullish guidance on the near future, but analysts find the long-term picture for the action camera maker a bit blurry. GoPro reported its first profit in five quarters Wednesday, beating Wall Street expectations by a nickel, with revenue...