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Micron Impresses Wall Street With Strong Q3 Earnings, 'Continued Strength In AI Data Center'
Thursday, June 26, 2025 - 1:02pm | 918Micron Technology Inc (NASDAQ:MU) shares fell Thursday in early trading, despite the company on Wednesday reporting upbeat fiscal third-quarter earnings. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Micron Technology Analyst...
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Marvell Technology Has 'Sustainable Growth Strategy,' Analysts Say
Wednesday, June 18, 2025 - 11:34am | 406Shares of Marvell Technology Inc. (NASDAQ:MRVL) rallied in early trading on Wednesday, after the company hosted its Custom AI Investor Event on Tuesday. Needham analyst Quinn Bolton maintained a Buy rating and price target of $85. JPMorgan analyst Harlan Sur reiterated an Overweight rating and...
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Marvell Analysts Back Steady Outlook, Point To Data Center Strength, AI Momentum
Friday, May 30, 2025 - 2:54pm | 712Shares of Marvell Technology Inc. (NASDAQ:MRVL) tanked in early Friday trading despite the company’s upbeat earnings report for the first quarter on Thursday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Piper Sandler On Marvell Technology...
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Nvidia Stock Has 'Significant Upside' As AI 'Godfather' Jensen Huang Delivers Another 'Robust Quarter'
Thursday, May 29, 2025 - 11:48am | 978NVIDIA Corporation (NASDAQ:NVDA) analysts break down the impact of China export restrictions and what it means for the tech giant after the company reported first-quarter financial results and shared the lost revenue opportunity for China. The NVDA Analysts: Rosenblatt analyst Kevin Cassidy...
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Semtech Slides Despite Record Q1 Sales: 4 Analysts Maintain Ratings
Wednesday, May 28, 2025 - 1:27pm | 574Shares of Semtech Corp (NASDAQ:SMTC) were down 5.8% at last check on Wednesday, despite the company’s upbeat first-quarter results. Here are some key analyst takeaways. Stifel analyst Tore Svanberg reiterated a Buy rating, while raising the price target from $42 to $45. Piper Sandler analyst...
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Intel Shares Slide As Tariff Jitters Cloud Outlook, Analysts See More Challenges Despite New CEO Initiatives
Friday, April 25, 2025 - 1:26pm | 924Intel Corp (NASDAQ:INTC) shares dropped sharply after the company announced on Thursday disappointing second-quarter guidance. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Rosenblatt Securities On Intel Analyst Kevin Cassidy maintained a Sell rating,...
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Semiconductor Firm Valens 'Dominates' Pro-AV, Scores Wins With Mercedes And Mobileye: Analyst
Friday, April 11, 2025 - 1:09pm | 529Needham analyst Quinn Bolton initiated coverage on Valens Semiconductor (NYSE:VLN) with a Buy rating and a price target of $4 Friday. The stock gained after the report. The company designs connectivity semiconductor solutions for the Pro AV (Audio-Video), Automotive, Industrial, and Medical...
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Micron Technology Posts 2Q Beat: Memory Cyclical Debate Continues, Signs Of Recovery Will Strengthen, Analysts Say
Friday, March 21, 2025 - 10:54am | 560Shares of Micron Technology Inc. (NASDAQ:MU) tanked in early trading Friday, even after the company reported upbeat fiscal second-quarter results. Here are some key analyst takeaways. Rosenblatt Securities On Micron Technology Analyst Kevin Cassidy maintained a Buy rating while reducing the price...
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Nvidia's 'Very Strong Roadmap' Wins Praise From 7 Analysts On Blackwell, Robotics, AI Growth
Wednesday, March 19, 2025 - 11:44am | 1014NVIDIA Corp (NASDAQ:NVDA) analysts highlight the positives from CEO Jensen Huang's Tuesday GTC keynote, including a focus on the company's roadmap and new products. The NVDA Analysts: Bank of America analyst maintained a Buy rating on Nvidia with a $200 price target. Stifel analyst Ruben Roy...
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D-Wave Quantum Analysts Highlight Strong Results, First System Sale, Growing Backlog
Friday, March 14, 2025 - 12:42pm | 539Shares of D-Wave Quantum Inc (NYSE:QBTS) were climbing in early trading on Friday, after the company reported upbeat fourth-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Roth Capital Markets On D-Wave Quantum Analyst Suji...
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Marvell Technology Quells Fears Of Losing Next-Gen XPU At Amazon, Expects To Surpass AI Revenues In FY26
Thursday, March 6, 2025 - 11:20am | 717Shares of Marvell Technology Inc (NASDAQ:MRVL) tanked in early trading on Thursday, despite the company reporting upbeat fourth-quarter results. The results came in amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Marvell Technology Analyst John Vinh...
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Nvidia Analyst Sees 'Significant Upside' For Stock With Favorable Risk/Reward
Thursday, February 27, 2025 - 1:05pm | 757NVIDIA Corporation (NASDAQ:NVDA) analysts see strong Blackwell demand and improved guidance, brushing off several concerns for the semiconductor company after its fourth-quarter financial results. The Nvidia Analysts: JPMorgan analyst Harlan Sur reiterated an Overweight rating on Nvidia with a $...
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Analog Devices Posts Q4 Beat, Analysts Say Industry Shows Early Signs Of Cyclical Recovery
Thursday, February 20, 2025 - 12:23pm | 562Shares of Analog Devices Inc (NASDAQ:ADI) were rising in early trading on Thursday, after the company reported upbeat fiscal first-quarter results. Here are some key analyst takeaways. Oppenheimer analyst Rick Schafer maintained an Outperform rating, while raising the price target from $245 to $...
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ON Semiconductor's Q4 Revenues Down 15% As Automotive Industry Hits Massive Speed Bump, 7 Analysts Cut Forecasts On Continued Demand Weakness
Tuesday, February 11, 2025 - 12:48pm | 1124Shares of ON Semiconductor Corp (NASDAQ:ON) were climbing in early trading on Tuesday, despite the company reporting a steep decline in fourth-quarter revenues. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. Stifel On ON...
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Intel Attempts Turnaround, Analysts 'Remain On The Sidelines'
Friday, January 31, 2025 - 6:09pm | 423Intel Corp. (NASDAQ:INTC) on Thursday reported better-than-expected fourth-quarter results but lowered its forward guidance for the next quarter. Analysts weighed in on the report. Expert Ideas: Cantor Fitzgerald analyst C.J. Muse highlighted Intel's better-than-feared fourth quarter driven...