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KeyBanc Upgrades Qualcomm On Potential Benefit From HiSilicon Ban
Thursday, May 28, 2020 - 12:05pm | 327Read More...Qualcomm, Inc. (NASDAQ: QCOM) could be a beneficiary of the recent export restrictions placed on Chinese semiconductor manufacture HiSilicon Technologies, according to KeyBanc Capital Markets. The Qualcomm Analyst KeyBanc’s John Vinh upgraded Qualcomm from Sector Weight to Overweight, with an...
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Texas Instruments Analyst Says Company Better Positioned Than In 2008 Crisis
Wednesday, April 22, 2020 - 1:56pm | 366Read More...Texas Instruments Incorporated (NASDAQ: TXN) is using the 2008 recession as a framework for its guidance for the second quarter and beyond, according to KeyBanc Capital Markets. The Texas Instruments Analyst John Vinh maintained a Sector Weight on Texas Instruments. The Texas Instruments Thesis...
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Analysts Upbeat On Skyworks' Fundamentals
Wednesday, November 13, 2019 - 3:34pm | 786Read More...Skyworks Solutions Inc (NASDAQ: SWKS) reported better-than-expected fiscal fourth-quarter earnings and revenues, but the stock is slipping in reaction to the year-over-year declines in both metrics. The Analysts Bank of America analyst Vivek Arya reiterated an Underperform rating and $92 price...
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Analysts Remain Bullish On NXP Semiconductors Despite Mixed Guidance
Tuesday, October 29, 2019 - 12:53pm | 305Read More...NXP Semiconductors NV (NASDAQ: NXPI) Monday reported its third-quarter results and announced guidance for the fourth quarter. The Results NXP Semiconductors’ quarterly results were strong, with revenue of $2.27 billion beating the consensus estimate of $2.24 billion. The company also...
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A 'More Extended Correction' Ahead? Texas Instruments Analysts React To Q3 Report
Thursday, October 24, 2019 - 2:13pm | 539Read More...Texas Instruments Incorporated (NASDAQ: TXN) reported in-line results Tuesday for the September quarter while guiding to significantly weaker revenue for the December quarter. Analysts are in wait-and-watch mode. In-Line Quarter, But Nothing To Write Home About Texas Instruments reported third...
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Ambarella Surges On Q2 Revenue Beat, Despite Concerns Around China Customers
Friday, August 30, 2019 - 4:42pm | 438Read More...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...
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KeyBanc, Morgan Stanley Break Down Analog Devices
Thursday, August 22, 2019 - 2:09pm | 446Read More...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...
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Wall Street Weighs In On Symantec-Broadcom Deal
Friday, August 9, 2019 - 11:50am | 585Read More...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...
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ON Semiconductor Analysts Weigh In After 'Painful Reset' In Q2
Tuesday, August 6, 2019 - 11:51am | 497Read More...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...
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3 Analysts Lift Xilinix's Price Target
Thursday, July 25, 2019 - 3:23pm | 479Read More...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,...
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Analysts: Broadcom's Reduced Outlook Due More To Caution Than Broader Weakness
Friday, June 14, 2019 - 4:40pm | 802Read More...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...
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Analysts: Huawei Export Ban To Drag Skyworks In 2019, Beyond
Wednesday, June 5, 2019 - 3:38pm | 538Read More...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...
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A Bull And A Bear Break Down Ambarella's Earnings
Wednesday, June 5, 2019 - 2:06pm | 516Read More...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...
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What To Make Of The Surprise Qualcomm Antitrust Ruling
Thursday, May 23, 2019 - 12:45pm | 640Read More...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...
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Xilinx Hosts Investor Day: Two Sell-Side Takes
Wednesday, May 15, 2019 - 4:14pm | 579Read More...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 $...
