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4 Reasons Why Synaptics Receives Upgrade From Cowen
Tuesday, April 27, 2021 - 11:19am | 321Recent checks in Taiwan indicate significant price increases for display drivers and touch controllers, suggesting Synaptics, Incorporated’s (NASDAQ: SYNA) margin should inflect, according to Cowen. The Synaptics Analyst: Karl Ackerman upgraded the rating for Synaptics from Market Perform to...
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Apple's 'I Am a Mac' Guy Now Wants You To Buy A PC Instead
Thursday, March 18, 2021 - 4:42am | 720Intel Corporation (NASDAQ: INTC) is borrowing a few leaves out of Apple Inc’s (NASDAQ: AAPL) advertising playbook in a recent spate of advertisements aimed at the iPhone maker. What Happened: The silicon giant has roped in Justin Long of the “I’m a Mac and I’m a PC”...
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Electronic Arts Launches Over 25 Games On Steam
Thursday, June 4, 2020 - 2:34pm | 233On Thursday, Electronic Arts, Inc. (NASDAQ: EA) launched the "first wave" of games on Steam. Over 25 titles were released, including award-winning RPG games "Dragon Age II" and "Dragon Age: Inquisition," as well as "Need for Speed Heat," "Need for...
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Nomura On Semiconductors: Analyst Eyes Data Center, PC Trends
Tuesday, August 20, 2019 - 3:55pm | 492Earnings season for semiconductor companies is for the most part over. The reports showed that data center trends are "still soft," while the PC market is "looking good," according to Nomura. The Analyst David Wong maintained a Buy rating on AMD's stock with...
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Wells Fargo: Business PC Market Stabilizing, Good For Microsoft
Friday, April 12, 2019 - 1:11pm | 332Microsoft Corporation (NASDAQ: MSFT) should benefit from a stabilizing PC market and ongoing demand for business-use operating systems, Wells Fargo said Friday as it raised its target price on the software giant’s stock. The Analyst Wells Fargo’s Philip Winslow reiterated an Outperform...
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JPMorgan Cites Lack Of Catalysts In HP Downgrade
Friday, October 5, 2018 - 11:59am | 388Shares of HP Inc (NYSE: HPQ) have gained nearly 25 percent since the start of 2018 and now may be a good time for investors to take some of their profit off the table, at least according to JPMorgan. The Analyst JPMorgan's Paul Coster downgraded HP from Overweight to Neutral with a price...
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What Stifel Expects From Advanced Micro Devices' Q2
Monday, July 16, 2018 - 10:25am | 408Advanced Micro Devices, Inc. (NASDAQ: AMD) is scheduled to report its fiscal second-quarter earnings in late July, and it shouldbe a positive print due to new product ramps, according to Stifel. The Analyst Stifel's Kevin Cassidy maintains a Buy on AMD's stock with a price target...
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Report: Worldwide PC Shipments Slump, But Dell, Apple Gain Market Share
Thursday, April 12, 2018 - 10:46am | 672There seems be no respite for the weakness in the personal computer market, as worldwide shipments continued to fall year-over-year for the 14th straight quarter in the first quarter of 2018, according to preliminary data released by market research firm Gartner. The findings did not match with...
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Intel Boasts Zero Near-Term Negative Catalysts, Raymond James Says In Upgrade
Monday, March 26, 2018 - 4:42pm | 384Shares of Intel Corporation (NASDAQ: INTC) have "performed well" lately, and Raymond James said in a Monday note that the Silicon Valley company has zero negative catalysts on the horizon that would prompt Wall Street to revise estimates lower. The Analyst Raymond James' Chris...
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Netflix: Most Customers Prefer Binge-Watching On A TV, Not A Smartphone
Saturday, March 17, 2018 - 10:35am | 468Are TVs dead and being replaced with tablets and smartphones? If you ask Netflix, Inc. (NASDAQ: NFLX), the answer is a clear no. What Happened Netflix's management said during a briefing last week that most new users sign up to the streaming video platform on a smartphone or computer, Recode...
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Argus: 'Strong' End Markets, Cavium Acquisition Make Marvell Technology A Buy
Wednesday, March 7, 2018 - 2:13pm | 434Marvell Technology Group Ltd. (NASDAQ: MRVL) is in a strong position to show investors top-line growth after several years of sales declines, according to Wall Street's newest bull analyst. The Analyst Argus' Jim Kelleher initiated coverage of Marvell Technology Group's stock with a...
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Infographic: Global PC Business Hits A 10-Year Low
Thursday, January 18, 2018 - 5:47pm | 342Global PC Shipments have hit the lowest level since 2006, a year before Apple Inc. (NASDAQ: AAPL) released its revolutionary smartphone. PC vendors shipped 263 million computers in 2017, down from 270 million units shipped in 2016, according to preliminary estimates from market research firm ...
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Bernstein Surveys The Semis Space After 'Processor-Gate'
Tuesday, January 16, 2018 - 6:02pm | 410The semiconductor space is off to a "fun start" to the new year with the Spectre and Meltdown exploits at front and center, according to Bernstein. The Analyst Bernstein's Stacy Rasgon and three colleagues. The Thesis The impact to PC workloads from software patches...
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HP's Q3 Print Has One Analyst Seeing 18% Upside
Wednesday, November 22, 2017 - 10:01am | 418HP Inc (NYSE: HPQ) reported fiscal fourth quarter earnings Tuesday that matched analyst expectations on the EPS line, but came in better than expected on the revenue line. The Analyst Loop Capital Markets' Ananda Baruah maintains a Buy rating on HP's stock with an unchanged $25 price...
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5 Key Points From Intel's Q3 Beat
Friday, October 27, 2017 - 9:51am | 488Shares of Intel Corporation (NASDAQ: INTC) were trading higher by nearly 5 percent ahead of Friday's opening bell and above its 52-week high of $41.58 after the company reported a "solid all around" third quarter earnings report, analysts at Oppenheimer said in a research report. However, the firm'...