-
Loop Capital On AMD's Q3: Lack Of Transparency Was A Concern
Wednesday, October 25, 2017 - 9:20am | 373One of the biggest issues with Advanced Micro Devices, Inc. (NASDAQ: AMD)'s third-quarter earnings report and fourth-quarter guidance was a lack of transparency, according to analysts Loop Capital Markets. AMD managed to report another beat due to a ramp of new products and strong performance...
-
Stifel: AMD's Q3 Wasn't As Bad As It Seems, But Not As Good As Hoped
Wednesday, October 25, 2017 - 8:31am | 384Investors made it clear that Advanced Micro Devices, Inc. (NASDAQ: AMD)'s third-quarter earnings report and fourth-quarter guidance was weak and disappointing. But that isn't necessarily the case, according to Stifel's Kevin Cassidy, who maintains a Hold rating on AMD's stock with...
-
Reasons To Be Bullish On HP
Wednesday, August 23, 2017 - 12:48pm | 324Analysts at Loop Capital Markets initiated coverage of HP Inc. (NYSE: HPQ) ahead of the company's earnings report, scheduled to be released after Wednesday's close. Analyst Ananda Baruah initiated coverage of HP's stock with a Buy rating and $23 price target. HP's printing business...
-
Apple Will Update Its MacBook Lineup In Response To Microsoft's New Products
Wednesday, May 17, 2017 - 9:18am | 353Microsoft Corporation (NASDAQ: MSFT) announced in early May a new lineup of Surface laptops that will start selling at $999. The sleek-looking laptop boasts advanced features, but the company's biggest hardware rival, Apple Inc. (NASDAQ: AAPL), has responded in kind. According to a Bloomberg...
-
Bank Of America Likes Intel, Advanced Micro Devices; Keep An Eye On Analyst Day
Tuesday, May 9, 2017 - 12:27pm | 496Vivek Arya of Bank of America provided an update on semiconductor stocks under his coverage. Here is a summary of some of the analyst's findings during the first quarter. Better Pricing But Lower PC Units PC microprocessor chip units fell 10 percent quarter-over-quarter and down 3 percent year-...
-
PC Shipments Fall Below 63 Million Units For First Time Since 2007
Wednesday, April 12, 2017 - 9:40am | 379PC shipments during the first quarter of 2017 totaled 62.2 million units, which marks a 2.4 percent decline from the prior quarter and the first time since 2007 that shipments tracked below the 63 million unit mark in a quarter. Gartner noted the PC industry benefited from a growth in demand from...
-
Bank Of America: PC Sales Could Set Record At Intel
Monday, March 7, 2016 - 10:29am | 268Vivek Arya of Bank of America Merrill Lynch reiterated a Buy rating on Intel Corporation (NASDAQ: INTC), while lowering the price target from $40 to $36. Q1 Miss? Although Q1 is expected to mark a trough in PC sales for the company, Arya explained that the rating had been maintained following...
-
Tim Cook: But Seriously, Why Would Anyone Buy A PC Anymore?
Tuesday, November 10, 2015 - 9:43am | 476Is the PC dead? If it isn't already, Apple Inc. (NASDAQ: AAPL)'s CEO Tim Cook wants to lay it to rest. Cook, promoting Apple's new iPad Pro, questioned why anyone would still buy a PC in today's market. The launch of the new iPad device follows the company's fourth...
-
Was Intel's Bar Too High?
Wednesday, October 14, 2015 - 1:08pm | 1028Shares of Intel Corporation (NASDAQ: INTC) were trading lower by nearly 2 percent Wednesday morning following its third-quarter print. Intel posted a better-than-expected earnings per share and revenue along with a cautious outlook. Analysts were mixed following the quarterly print. Shares of...
-
AMD Analyst Roundup Following Earnings
Friday, July 17, 2015 - 10:31am | 576Shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) traded at new 52-week lows on Friday following the release of the company's second quarter earnings on Thursday. Here is a summary of what some of Wall Street's top analysts are saying. MKM Partners: High Bar On Revenue And Gross...
-
Are Intel's Biggest Analysts Bullish?
Wednesday, July 15, 2015 - 2:14pm | 547Intel Corporation (NASDAQ: INTC) is scheduled to report its second quarter results after market close on Wednesday. Estimize, the crowd-sourced earnings and economic rating site, is estimating Intel will earn $0.52 in the second quarter on revenue of $13.243 billion. This compares to the Wall...
-
Avago-Broadcom, Google Barrage And Thursday's Biggest Tech Stories...In JP Morgan's Eyes
Friday, May 29, 2015 - 11:40am | 419In a report published Friday, JP Morgan analyst Rod Hall summarized Thursday's top Wall Street stories. Avago Acquires Broadcom, Says HDD Demand Stabilizing Avago Technologies Ltd (NASDAQ: AVGO) announced its intentions to acquire Broadcom Corporation (NASDAQ: BRCM) for $37 billion....
-
Semiconductor Shipments Are Weak (Because Of PCs)
Tuesday, April 21, 2015 - 12:25pm | 316In a report published Monday, Citigroup analyst Christopher Danely noted that a Mercury Research study into microprocessor shipments in the first quarter declined 17 percent from the previous quarter to 71.3 million, marking the lowest shipment total since the first quarter 2009. Danely said that...
-
Barclays Explores The Semiconductor Space, Says The RF 'Golden Age' Is Losing Luster
Tuesday, April 14, 2015 - 8:38am | 450In a report published Tuesday, Barclays analyst Blayne Curtis previewed the semiconductors space heading in to the first quarter earnings season. According to Curtis, semiconductor firms are expected to report "largely better" results and guidance but some softness in PCs and China...
-
Wedbush Previews NVIDIA's Q4 Results, Expects 'Solid' Beat
Monday, February 9, 2015 - 12:10pm | 212Betsy Van Hees of Wedbush on Monday previewed NVIDIA Corporation's (NASDAQ: NVDA) upcoming fourth-quarter report which is scheduled to be released on Wednesday. "We expect a solid beat primarily driven by strong PC gaming demand, data center strength, and market share gains," Van Hees wrote. The...