Samik Chatterjee

In a market still trying to find its footing after the turbulence of the past few years, shares of Penguin Solutions (NASDAQ:PENG) surged in early trading on Wednesday following the company's announcement of strong fiscal third-quarter earnings. The announcement came amid an exciting earnings...

Arista Networks Inc (NYSE:ANET) Monday announced the appointment of Todd Nightingale as president and chief operating officer, effective on or about July 1, 2025, according to JPMorgan. The Arista Networks Analyst: Analyst Samik Chatterjee maintained an Overweight rating on the stock. The Arista...

JPMorgan analyst Samik Chatterjee modestly tweaked the revenue and margin outlook for Hewlett Packard Enterprise Co (NYSE:HPE) following second-quarter results reported on Tuesday. The company reported revenue of $7.63 billion, versus estimates of $8.17 billion and adjusted EPS of 38 cents, versus...

Tech giant Apple Inc (NASDAQ:AAPL) could show better-than-feared results for China and the iPhone when the company reports second-quarter financial results after the market close Thursday. Here are analyst earnings estimates, a look at what analysts are saying ahead of the report and key items to...

An Apple Inc (NASDAQ:AAPL) analyst says results will be "better-than-feared" when the technology giant reports second-quarter financial results Thursday. The Apple Analyst: JPMorgan analyst Samik Chatterjee maintained an Overweight rating on Apple with a $245 price target. The Analyst Takeaways:...

Shares of Penguin Solutions Inc (NASDAQ:PENG) traded lower last week, despite the company posting better-than-expected results for its fiscal second quarter on Wednesday. While the company delivered a strong earnings beat, driven by outperformance in both revenues and margins, its full-year...

All eyes are on NVIDIA Corp.'s (NASDAQ:NVDA) GTC 2025. CEO Jensen Huang is set to unveil what's next in AI hardware. JPMorgan analyst Samik Chatterjee outlines key watchpoints, as investors dissect the event for winners and losers across the hardware and networking supply chain. Blackwell Ultra: On...

Shares of Qualcomm Inc (NASDAQ:QCOM) were trading lower on Thursday, despite the company reporting record revenues for its fiscal first quarter. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Qualcomm Analyst Samik...

Legendary Apple Inc. (NASDAQ:AAPL) co-founder Steve Jobs is credited for his visionary leadership and for revolutionizing entire product categories, ranging from smartphones to tablets and music. Jobs knew what a MacBook should look like in 1983. While it took the company 25 years to realize Jobs...

Shares of Teradyne Inc (NASDAQ:TER) climbed in early trading on Monday. Growth of the semiconductor test total addressable market is likely to accelerate further in 2025, according to JPMorgan. Analyst Samik Chatterjee upgraded the rating for Teradyne from Neutral to Overweight, while raising the...

JPMorgan analyst Samik Chatterjee upgraded the rating for NetApp Inc (NASDAQ:NTAP) from Neutral to Overweight, while raising the price target from $150 to $160. The company's revenue growth is likely to accelerate, driven by higher IT budgets for data centers and storage infrastructure of...

JPMorgan Chase & Co maintained its ‘Underweight’ rating on Super Micro Computer, Inc (NASDAQ:SMCI) and reaffirmed its $23 price target following a recent meeting with company management. What Happened: Despite market rumors suggesting potential shifts in customer orders, Super Micro...

Technology company Cisco Systems (NASDAQ:CSCO) will report its first-quarter financial results after the market closes on Wednesday. The company looks to continue a streak of consecutive revenue and earnings per share beats. Earnings Estimates: Analysts expect Cisco to report first-quarter revenue...

Shares of Cisco Systems Inc. (NASDAQ:CSCO) climbed on Monday, with its rally expected to carry through year-end as the company prepares to announce Q1 earnings on Wednesday. Despite the company's shares adding 28% since mid-August, versus 10% gains in the S&P 500, the stock has "further...

Technology company Qualcomm Inc (NASDAQ:QCOM) could highlight its diversifying revenue and lowered reliance on the smartphone market when the company reports fourth-quarter financial results Wednesday after market close. Earnings Estimates: Analysts expect Qualcomm to report fourth-quarter revenue...