John Vinh

Ambarella Inc (NASDAQ: AMBA) stock continued to surge Friday after the camera chip maker posted a second-quarter revenue and earnings beat.  KeyBanc Capital Markets raised its revenue estimates for Ambarella after the print.  The Analyst John Vinh maintained a Sector Weight rating on...

Analog Devices, Inc. (NASDAQ: ADI) reported Wednesday morning fiscal third-quarter results, which came in better than management expected although against previously reduced guidance. Here is a summary of how two of the Street's top analysts reacted to the print. The Analysts Morgan Stanley...

Broadcom Inc (NASDAQ: AVGO) shares were trading higher Friday after the company announced a $10.7-billion buyout of the enterprise business of Symantec Corporation (NASDAQ: SYMC). A deal between the two tech giants had been rumored for weeks, and the combination should lead to significant cost...

ON Semiconductor Corp (NASDAQ: ON) shares were trading lower Tuesday after the company reported a mixed second quarter. ON reported in-line EPS of 42 cents, but revenue declined 7% to $1.348 billion, short of analyst expectations. ON said demand in China and the rest of Asia is weak as the trade...

Adaptive and intelligent computing company Xilinx, Inc. (NASDAQ: XLNX) reported fiscal first-quarter results that were mostly in-line with expectations but management guided towards a weaker September quarter. Management said it expects fiscal second-quarter revenue to come in at $825 million,...

Broadcom Inc (NASDAQ: AVGO) reported Thursday after the close with below-consensus second-quarter revenue and also cut its full-year forecast, sending the stock lower.  The Analysts Raymond James analyst Chris Caso reiterated a Market Perform rating on Broadcom. Morgan Stanley analyst Craig...

Skyworks Solutions Inc (NASDAQ: SWKS) lowered its fiscal third-quarter revenue guidance Tuesday, citing the impact from export restrictions imposed by the Commerce Department on Huawei. The Analysts KeyBanc Capital Markets analyst John Vinh maintained his Sector Weight rating on the shares of...

Ambarella Inc (NASDAQ: AMBA) reported Tuesday fiscal first-quarter results that were mostly in-line with expectations. Here is a summary of how one bull, one bear and neutral analyst reacted to the print. The Analysts Bank of America's Adam Gonzalez maintains an Underperform rating on Ambarella...

QUALCOMM, Inc. (NASDAQ: QCOM) shares are down 16.3 percent this week after a judge ruled Qualcomm violated antitrust laws in imposing excessive licensing fees for its cell phone chips. The judge ruled in favor of the Federal Trade Commission, which argued that Qualcomm took advantage of its chip...

Xilinx, Inc. (NASDAQ: XLNX) hosted an analyst and investor day presentation Tuesday where management laid out its business and discussed growth drivers. The Analysts BMO Capital Markets' Ambrish Srivastava maintained a Market Perform rating on Xilinx with a price target lowered from $...

Qorvo Inc (NASDAQ: QRVO) stock traded higher by 6 percent Wednesday after the company easily beat fiscal fourth-quarter earnings and revenue estimates. Qorvo reported revenue of $681 million, gross margin of 48.2 percent and operating income of $167 million. Qorvo said the fourth quarter was even...

Latest field checks indicate Qorvo Inc (NASDAQ: QRVO) has failed to be qualified for the latest iPhone and is likely to lose market share to Broadcom Inc (NASDAQ: AVGO), according to KeyBanc Capital Markets. The Analyst KeyBanc's John Vinh downgraded Qorvo from Overweight to Sector Weight. The...

KeyBanc Capital Markets turned "incrementally more constructive" on Ambarella Inc (NASDAQ: AMBA) after hosting investor meetings with management with conversations ranging from new product ramps and China. The Analyst KeyBanc's John Vinh maintains a Sector Weight rating on Ambarella....

After years of legal disputes about patents and royalties, Apple, Inc. (NASDAQ: AAPL) and QUALCOMM, Inc. (NASDAQ: QCOM) finally reached an agreement on Tuesday. Apple agreed to pay Qualcomm an undisclosed amount of cash, and Qualcomm agreed to a chipset supply deal that presumably means Qualcomm...

ON Semiconductor Corp (NASDAQ: ON) reached an agreement to acquire Quantenna Communications Inc (NASDAQ: QTNA), a leader in Wi-Fi technologies. Here is a summary of some of the Street's initial reactions to the $1 billion acquisition. The Analysts Raymond James' Chris Caso maintains a...