Tristan Gerra

Advanced Micro Devices, Inc. (NASDAQ: AMD) stock traded higher Monday morning after a pair of Wall Street analysts gave positive commentary on the company’s pricing power and the performance of its newest generation of chips. The Analyst Baird analyst Tristan Gerra reiterated an Outperform...

The market certainly seemed to like what it heard from Micron Technology, Inc. (NASDAQ: MU) during its investor day event, sending the stock higher by more than 7 percent on Tuesday. Several Wall Street analysts have weighed in on Micron following the event. Here’s a rundown of what they had...

Advanced Micro Devices, Inc. (NASDAQ: AMD) filed its first-quarter 10-Q report Friday, and Baird analyst Tristan Gerra shared his takeaways from from the semiconductor manufacturer's quarter.  Here’s a rundown of some of the numbers Gerra highlighted. (See the analyst's track...

Shares of Micron Technology, Inc. (NASDAQ: MU) have gained more than 45 percent since the beginning of the year, but the stock still has room to run, according to Baird. The Analyst Baird Equity Research's Tristan Gerra maintains an Outperform rating on Micron's stock with a price target...

Micron Technology, Inc. (NASDAQ: MU) is one of 2017's hottest stocks, but some analysts see a path toward even more upside amid encouraging DRAM pricing trends. The Analyst Baird Equity Research's Tristan Gerra maintains an Outperform rating on Micron's stock with a price target...

With concerns surrounding the iPhone 8, fear of anemic demand is spreading to ancillary component manufacturers. 3D sensing manufacturer Himax Technologies, Inc. (NASDAQ: HIMX) had its estimates reduced by Baird Equity Research as a result of a weaker-than-expected iPhone outlook for the rest of...

In the technology and semiconductor space, Baird Equity Research issued a few notable updates Monday. It raised its estimates, ratings and price targets for Diodes Incorporated (NASDAQ: DIOD) and ON Semiconductor Corp (NASDAQ: ON). The firm called Advanced Micro Devices, Inc. (NASDAQ: AMD) its top...

Baird in a note Monday provided highlights from presentations by Intel Corporation (NASDAQ: INTC) and Advanced Micro Devices, Inc. (NASDAQ: AMD) on Day Two of the Linley Processor Conference last week. Baird has Outperform ratings on both Intel and AMD, with price targets for the shares at $...

Micron Technology, Inc. (NASDAQ: MU) shares jumped 8 percent Wednesday after the company topped market expectations for fiscal fourth-quarter revenue and EPS and issued forward guidance above Wall Street’s expectations. A number of Wall Street analysts weighed in on Micron following the...

On Tuesday, Intel Corporation (NASDAQ: INTC) unveiled its Xeon Scalable Platform at its Purley event. After performing recent channel checks, Baird analyst Tristan Gerra is convinced Intel could have some data center weakness on the way in Q3. However, in a new research note, Gerra wrote that Intel...

Analysts at Baird undertook a field trip to Asia to gain a better understanding of Micron Technology, Inc. (NASDAQ: MU)'s outlook. Baird's Tristan Gerra maintained an Outperform rating on Micron's stock with an unchanged $40 price target as his first-hand checks confirmed ongoing...

Intel Corporation (NASDAQ: INTC) could gain more share at Apple Inc. (NASDAQ: AAPL), especially on the upcoming iPhone 8, as the company is in a legal tangle with QUALCOMM, Inc. (NASDAQ: QCOM). Intel, Qualcomm And Apple Intel and Qualcomm are the two primary thin cellular modem suppliers for Apple...

Himax Technologies, Inc. (ADR) (NASDAQ: HIMX) reported preliminary Q4 EPS and margins short of expectations due to inventory write-downs. While Himax's in-cell touch design has been delayed, China’s smartphone market “appears to be correcting,” Baird’s Tristan Gerra...

Following Intel Corporation (NASDAQ: INTC) meaningfully raising its third-quarter revenue guidance last Friday, Baird bumped up its estimates and price target. Leaping Ahead On Data Center Momentum The firm's senior research analyst Tristan Gerra believes accelerating data center order momentum...

There’s no question that advanced driver assistance systems (ADAS) are poised for tremendous growth in coming years, but there's no reason to wait for the rubber to hit the road to invest in this new technology. Baird analyst Tristan Gerra sees three focus areas for investors looking to...