John Donovan

Shares of Lumentum Holdings Inc (NASDAQ: LITE) plummeted more than 30 percent Monday after revising its guidance lower after an un-named industrial and consumer customer, most likely Apple Inc. (NASDAQ: AAPL), lowered its orders. Here is a summary of how some of the Street's top analysts...

The VCSEL, or vertical cavity surface-emitting laser, market continues to experience "drama" and BlueFin Research Partners is compiling data and commentary from the VCSEL segment in an attempt to gain a better understanding of market dynamics. The Analyst BlueFin analysts John...

Firsthand checks and research suggest Apple Inc. (NASDAQ: AAPL) has "modestly" lowered its 2018 iPhone builds by 8 million units, according to BlueFin Research Partners.  The Analysts BlueFin's John Donovan and Steve Mullane. The Thesis Donovan and Mullane's deep...

Apple Inc. (NASDAQ: AAPL) is facing some difficulty in selling its latest iPhone device which has broad implications across the company's entire ecosystem, according to BlueFin Research Partners.  The Analysts BlueFin Research Partners' John Donovan and Steve Mullane. The Thesis...

A disappointing month of September for Apple Inc. (NASDAQ: AAPL) investors got even worse on Monday when a broad tech sector sell-off dragged the stock down another 0.8 percent. However, BlueFin Research Partners analyst John Donovan told clients Monday that they shouldn’t be too concerned...

The PC market may be taking its baby steps toward turning things around, going by a research published by Bluefin Research Partners on Monday. Given the semblance of stability in the PC environment, the firm said it likes Intel Corporation (NASDAQ: INTC) and Advanced Micro Devices, Inc. (NASDAQ:...

Some Wall Street analysts have commented that Apple Inc. (NASDAQ: AAPL) is revising iPhone 8 build reductions lower. According to BlueFin Research Partners' John Donovan and Steve Mullane, however, there's no evidence of this. Donovan and Mullane commented in a report that the iPhone 8...

It's almost that time of year. The 2017 Benzinga Global Fintech Awards is a competition to showcase the companies with the most impressive technology that are paving the future in financial services and capital markets. To get you prepared for this year's awards, Benzinga will profile each...

Apple Inc. (NASDAQ: AAPL) could face production delays on iPhone 8 as 3D image sensors from STMicroelectronics NV (ADR) (NYSE: STM) may not be ready for a September iPhone launch due to a fire at its fab in Crolles, France. Last week, DigiTimes reported that the iPhone 8 would not enter production...

“Our most recent Apple Inc. (NASDAQ: AAPL) supply chain update over the first full weekend in March indicates no changes to the 50M March quarter build forecast,” said BlueFin’s John Donovan, in a note. Preparing For iPhone 8/X The analyst mentioned that the supply chain preparing...

“With great anticipation for enhanced displays, newer casings, wireless charging, multiple dual-camera SKUs, and an additional footprint, demand for iPhone 8 does not appear to be the issue, rather minimizing inventory exposure is the name of the game as we navigate through 2017,”...

The latest supply chain updates for Apple Inc. (NASDAQ: AAPL) suggest that early 2017 would be a period of build cuts and uncertainty, Bluefin’s John Donovan said in a report. He downgraded his view on the stock from Positive to Cautious. The iPhone internal build estimate for Q1 has been...

While GoPro Inc (NASDAQ: GPRO)'s Q3 results were expected to be poor, the magnitude of the Q3 miss was “shocking,” BlueFin's John Donovan said in a report. He added that the company’s Q4 outlook was also disastrous. Catastrophic Results Terming the Q3 results as “...

BlueFin’s John Donovan believes GoPro Inc (NASDAQ: GPRO)'s HERO5 product “addresses many of the shortfalls with previous HERO devices, including a full waterproof capability without needing an additional case, voice activation, touch screen improvements, and uploading improvements for...

BlueFin said in a note released on Sunday that it sees the diversification opportunities for Ambarella Inc (NASDAQ: AMBA) away from GoPro Inc (NASDAQ: GPRO) as positive and positioning Ambarella nicely going forward. Given that GoPro's prospects have degraded, the firm said it is concerned for the...