Quinn Bolton

Lam Research Corporation (NASDAQ: LRCX) Wednesday reported a beat and raise quarter but warned of a revenue hit due to U.S. restrictions on China exports. Needham On Lam Research Analyst Quinn Bolton reiterated a Hold rating. Lam Research delivered a beat across the board, driven by CSBG strength,...

Intel Corporation (NASDAQ: INTC) reported an earnings miss and announced downbeat guidance. KeyBanc Capital Markets On Intel: Analyst John Vinh reiterated a Sector Weight rating for the company. Intel’s second-quarter earnings miss and third-quarter guidance reduction were mainly due to...

Ambarella, Inc. (NASDAQ: AMBA), a provider of home security and professional surveillance solutions, reported Tuesday with better-than-expected second-quarter results and issued upbeat guidance for the third quarter. The Ambarella Analysts: Morgan Stanley analyst Joseph Moore maintained an...

Through organic growth and the strategic acquisitions of Hittite, Linear Technology, and Maxim, Analog Devices, Inc. (NASDAQ: ADI) has built “the preeminent franchise” in precision analog semiconductors, which is among the most attractive segments of the semiconductor industry,...

Chip equipment maker Applied Materials, Inc. (NASDAQ: AMAT) reported forecast-beating results for the fiscal year second quarter. The Applied Materials Analysts: Morgan Stanley analyst Joseph Moore maintained an Equal-weight rating on Applied Materials shares and increased the price target from...

Intel Corporation (NASDAQ: INTC) shares are dropping after the chip giant's first quarter earnings report.  The Intel Analysts: Rosenblatt Securities analyst Hans Mosesmann reiterated a Sell rating on Intel with a $40 price target. Needham analyst Quinn Bolton maintained a Buy...

At Intel Corporation's (NASDAQ: INTC) "Intel Unleashed" event Tuesday, CEO Pat Gelsinger shared his vision for IDM 2.0, the company's integrated device manufacturing model. Here's what the Street has to say.  The Intel Analysts: BofA Securities analyst...

Intel Corporation (NASDAQ: INTC) shares were trading lower in the wake of the chip giant's better-than-expected fourth-quarter results, which were reportedly issued a few minutes early Thursday after Intel's website was hacked.  The Intel Analysts: BofA Securities...

Intel Corporation (NASDAQ: INTC) announced a new CEO Wednesday, sending the chipmaker's shares higher by about 7%. The Intel Analysts: Needham analyst Quinn Bolton upgraded Intel from Hold to Buy and assigned a $70 price target. BMO Capital Markets analyst Ambrish Srivastava upgraded...

As the wafer fab equipment industry dynamics evolves, Applied Materials, Inc. (NASDAQ: AMAT) is a potential winner in 2021, according to a Needham analyst.  The Applied Materials Analyst: Quinn Bolton maintained a Buy rating on Applied Materials and upped the price target from $82...

Ambarella Inc (NASDAQ: AMBA) shares were advancing Tuesday after the video processing chipmaker reported above-consensus quarterly results and issued an upbeat forecast. The Ambarella Analysts: Rosenblatt Securities analyst Kevin Cassidy has a Buy rating on Ambarella shares and increased the...

Intel Corporation (NASDAQ: INTC) shares are retreating to a one-month low following the chipmaker's lukewarm third-quarter results. The Intel Analysts: BofA Securities analyst Vivek Arya downgraded Intel from Neutral to Underperform and reduced the price target from $60 to $45. Benchmark...

ACM Research Inc (NASDAQ: ACMR) has material exposure to SMIC and a potential SMIC blacklisting could weaken its business outlook, according to Needham & Company. The ACM Research Analyst: Quinn Bolton downgraded ACM Research from Buy to Hold. The ACM Research Thesis: The impact of an SMIC...

Intel Corporation (NASDAQ: INTC) reported forecast-beating second-quarter results but painted a mixed picture for the current quarter, sending the chipmaker's shares sharply lower Friday. The Intel Analysts: BofA Securities analyst Vivek Arya downgraded Intel from Buy to...

Despite the pandemic, computer vision design activity continues to be robust, and Ambarella Inc’s (NASDAQ: AMBA) three rounds of design wins suggest a strong ramp in revenue in 2022, according to Needham. The Ambarella Analyst: Quinn Bolton upgraded Ambarella from Underperform to Buy and...