Lazard Capital Markets

Lazard Capital Markets has upgraded ManTech (NASDAQ: MANT) from Neutral to Buy.

Lazard Capital Markets has published a research report on Broadcom (NASDAQ: BRCM) after the company's Analyst Day, which was reportedly "caustiously optimistic". In the report, Lazard Capital writes, "Yesterday Broadcom hosted its Analyst Day, which was fairly positive given the overall macro...

Lazard Capital Markets has published a research report on Broadcom (NASDAQ: BRCM) after the company raised its 4Q guidance. In the report, Lazard Capital writes, "BRCM updated its Q4 revenue guidance today to $1.8B, the high end of prior guidance of $1.7-$1.8B. The company cited stronger-than-...

Lazard Capital Markets has published a research report on Sandisk (NASDAQ: SNDK) updating the company's mid-quarter results. In the report, Lazard Capital writes, "While the Thailand floods have affected DRAM and PC, they are a net positive for the NAND market, where we expect to see some...

Lazard Capital Markets has published a research report on Intel (NASDAQ: INTC) after the company lowered its 4Q guidance due to HDD shortages. In the report, Lazard Capital writes, "News is no surprise. While the Street expected $14.65B/$0.69, downside to ests has grown as PC OEMs have said that...

Lazard Capital Markets maintains its Neutral rating on Intel Corporation (NASDAQ: INTC) as the company's Romley is seen as having incremental impact on EPS. Lazard notes, “Romley, Intel's next server platform featuring the Sandy Bridge CPU architecture, has begun shipping in Q411 and will...

Lazard Capital markets reiterates its Buy rating and price target of $37 on Cavium Inc. (NASDAQ: CAVM) as business update looks positive. LCM says, “We believe that 4Q will be the bottom as the company works through issues from the macro slowdown and Cisco hub transition. We continue to recommend...

Lazard Capital Markets has published a research report on OmniVision Technologies (NASDAQ: OVTI) after the company reported disappointing guidance. In the report, Lazard Capital Markets writes, "Disappointing guidance, still a journey uphill. OVTI guided to revenue of $160-$180M and pro forma EPS...

In its report, Lazard Capital Markets writes, “This past year has been a strong year for dividend stocks in general and semis specifically outperforming the overall market. With macro uncertainty, we are likely to see investors seeking a safe haven in semi names that pay high dividends. In our...