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Quinn Bolton

Quinn Bolton is a prominent technology equity research analyst specializing in the semiconductor and hardware sectors. He is recognized for his in-depth market analysis, stock recommendations, and industry forecasts, often cited by institutional investors and financial media. Bolton's expertise spans companies in chip manufacturing, electronic design automation, and related supply chains, making him a key voice in technology investment research.

Analog Devices Sees 100 GW Data Center Buildout By 2031, Worth $1B-$1.5B Per GW
Analog Devices Sees 100 GW Data Center Buildout By 2031, Worth $1B-$1.5B Per GW
Cerebras Extends the Lead In Fast Inference Space with New Launch: Analyst
Cerebras Extends the Lead In Fast Inference Space with New Launch: Analyst
Super Micro's Guidance Signals a Sharp Acceleration, Easing Fears It's Losing Ground to Rivals
Super Micro's Guidance Signals a Sharp Acceleration, Easing Fears It's Losing Ground to Rivals
Cerebras Extends the Lead In Fast Inference Space with New Launch: Analyst
Cerebras Extends the Lead In Fast Inference Space with New Launch: Analyst
Super Micro's Guidance Signals a Sharp Acceleration, Easing Fears It's Losing Ground to Rivals
Super Micro's Guidance Signals a Sharp Acceleration, Easing Fears It's Losing Ground to Rivals
IonQ Stock Soars After Q2 Earnings Beat, Raised 2026 Outlook, Bullish Analyst Takeaways
IonQ Stock Soars After Q2 Earnings Beat, Raised 2026 Outlook, Bullish Analyst Takeaways
ON Semiconductor Posts 2Q Growth On AI Data Center Strength; Visibility Extends Into 2007
ON Semiconductor Posts 2Q Growth On AI Data Center Strength; Visibility Extends Into 2007

Quinn Bolton Recent News

Cerebras Systems Tops Expectations In Debut Earnings, Guidance; Announces AWS Deal
Cerebras Systems Tops Expectations In Debut Earnings, Guidance; Announces AWS Deal
Cerebras Systems shares tank despite strong Q1 results. Needham analyst reiterated Buy rating, citing revenue and margin growth.
Why Cerebras Stock Could Overtake Nvidia In $292 Billion AI Inference War
Why Cerebras Stock Could Overtake Nvidia In $292 Billion AI Inference War
Cerebras (CBRS) stock surges as major Wall Street firms initiate bullish coverage, citing a massive 15x AI inference speed edge over Nvidia.
Credo Technology Analysts Explain Why Shares Are Down Despite 157% Revenue Growth, Raised Guidance
Credo Technology Analysts Explain Why Shares Are Down Despite 157% Revenue Growth, Raised Guidance
Shares of Credo Technology tank despite upbeat Q4 results. What do analysts think?
Nvidia Stock Drops Despite Double Beat: Analyst Says 'Ignore The Noise' And Buy
Nvidia Stock Drops Despite Double Beat: Analyst Says 'Ignore The Noise' And Buy
Nvidia analysts are raising price targets after a Q1 double beat and strong guidance. Here's the key highlights.
Intel Reports Q1 Beat, Yet These Analysts Remain Bearish
Intel Reports Q1 Beat, Yet These Analysts Remain Bearish
Intel's shares rally after reporting upbeat Q1 results. Analysts remain bearish on earnings quality and subpar margins.
Semtech Beats Q4 Expectations, Analyst Says AI Data Center Demand Outpaces Legacy Business Model
Semtech Beats Q4 Expectations, Analyst Says AI Data Center Demand Outpaces Legacy Business Model
Semtech shares dropped after Q4 results. Analysts remain bullish even as investors remain concerned about datacenter inflection.
Credo Tech's Strong Quarter Can't Lift Shares, Analysts Expect Rising AI Capex To Help
Credo Tech's Strong Quarter Can't Lift Shares, Analysts Expect Rising AI Capex To Help
Credo Tech (CRDO) shares tanked despite upbeat Q3 earnings. Rosenblatt maintains Neutral with $125 PT. Needham reaffirms Buy with $220 PT.
IonQ Posts Strong Q4, Guides To 81% Revenue Growth In 2026
IonQ Posts Strong Q4, Guides To 81% Revenue Growth In 2026
IonQ posted strong Q4 and positive outlook. Quarterly revenues grew 429% YoY. The company guided to 81% growth for the full year.
Nvidia Stock Aims For $250 After 'Strongest Quarter Ever' — Analyst Calls It 'Conservative'
Nvidia Stock Aims For $250 After 'Strongest Quarter Ever' — Analyst Calls It 'Conservative'
Nvidia analysts remain bullish on the company after Q4 earnings and commentary on strong demand going forward. Here are the key highlights.
Marvell Closes Celestial AI Acquisition, Contribution To Begin In 2028
Marvell Closes Celestial AI Acquisition, Contribution To Begin In 2028
Shares of Marvell Technology were trading under pressure on Tuesday, after the company announced the closing of its Celestial AI acquisition.
Micron: The 'Age Of AI' Winner With 'Meaningful Upside'
Micron: The 'Age Of AI' Winner With 'Meaningful Upside'
Micron guidance surprised investors and analysts. New price targets and bullish commentary from analysts is pouring in after Q1 results.
Micron Q1 Preview: Record Quarter Predicted By Analyst — 'We Recommend Owning The Stock'
Micron Q1 Preview: Record Quarter Predicted By Analyst — 'We Recommend Owning The Stock'
Micron has beaten analyst estimates for revenue in 10 straight quarters. The company goes for an 11th straight beat and a new quarterly record.
Nvidia Quells 'AI Bubble' Fears With 'Drop The Mic Quarter/Guidance'
Nvidia Quells 'AI Bubble' Fears With 'Drop The Mic Quarter/Guidance'
"The Godfather of AI, Jensen, and Nvidia answered the ‘AI Bubble' question loud and clear," according to Wedbush's Dan Ives.
Intel Returns To Profitability On Stronger AI-Driven Demand, These Analysts Raise Price Targets
Intel Returns To Profitability On Stronger AI-Driven Demand, These Analysts Raise Price Targets
Shares of Intel Corp. climbed in early trading on Friday, after the company reported upbeat third-quarter results.
Micron Technology Smashes Q4 Estimates, Pricing Drives GM Outlook; Analysts Raise Price Target
Micron Technology Smashes Q4 Estimates, Pricing Drives GM Outlook; Analysts Raise Price Target
Micron delivered a beat on sales and margins, which resulted in "significantly" better-than-expected earnings.
Intel Post Q2 Sales Beat, Analysts Expect Turnaround To Take Years
Intel Post Q2 Sales Beat, Analysts Expect Turnaround To Take Years
Intel Corp shares tanked on Friday after disappointing Q2 earnings. Analysts have mixed views on the company's competitiveness.
NXP Semiconductors Sees No Big Ramp In End Demand, Yet Analysts Raise Price Targets
NXP Semiconductors Sees No Big Ramp In End Demand, Yet Analysts Raise Price Targets
NXP Semiconductors' early trading dip despite upbeat second quarter results comes amid exciting earnings season.
Micron Impresses Wall Street With Strong Q3 Earnings, 'Continued Strength In AI Data Center'
Micron Impresses Wall Street With Strong Q3 Earnings, 'Continued Strength In AI Data Center'
Micron stock falls despite upbeat earnings, strong demand for DRAM, HBM and AI. Analysts weigh in.
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