Jun Zhang

Apple Inc. (NASDAQ: AAPL) has been one of the primary U.S. companies caught in the middle of the trade war uncertainty. Two analysts issued new notes on Monday, and they have very different takes on the stock’s outlook. The Analyst Rosenblatt Securities analyst Jun Zhang downgraded Apple from...

Applied Optoelectronics Inc (NASDAQ: AAOI) shares were dropping Thursday after the company reported first-quarter earnings and revenue the prior afternoon that came up short of analyst expectations. Applied Optoelectronics reported a per-share loss of 27 cents, larger than the consensus...

Optical and photonic products maker Lumentum Holdings Inc (NASDAQ: LITE) reported fiscal third-quarter results Tuesday that came in better than expected and prompted at least two Street analysts to reiterate their bullish stances.  The Analysts MKM Partners' Michael Genovese...

Viavi Solutions Inc (NASDAQ: VIAV) reported third-quarter revenue and EPS Thursday that were ahead of consensus estimates and guided to higher-than-expected fourth-quarter revenue. The company’s 5G testing business could benefit midcycle and later on in the deployment, while the 3D sensing...

NeoPhotonics Corp (NYSE: NPTN) reported first-quarter revenue in-line with the consensus estimate Thursday, while missing expectations on the EPS front. With its 400G product expected to ramp only in 2020, the company is unlikely to deliver any meaningful revenue acceleration in the second...

Apple, Inc. (NASDAQ: AAPL) stock jumped more than 6.5 percent Wednesday after the company reported a big March quarter earnings beat and issued better-than-expected guidance. For the fiscal second quarter, Apple reported $2.46 in EPS on revenue of $58 billion. Both numbers topped consensus analyst...

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...

While channel checks suggest a strong demand environment, the move by Lumentum Holdings Inc (NASDAQ: LITE) to become an optical component supplier could result in increased profitability, according to Rosenblatt Securities.  The Analyst Analyst Jun Zhang maintains a Buy rating on Lumentum...

NeoPhotonics Corp (NYSE: NPTN) is scheduled to report its fourth-quarter results after the market close Thursday. The company is likely to announce top-line guidance for the March quarter that's marginally better than consensus expectations, according to Rosenblatt Securities. The...

The hopes of the U.S. and China clinching a trade deal are soaring as a March 1 deadline draws close. As analysts deliberate several permutations and combinations that are likely to be packaged into the deal, a CNBC report suggested China may opt to increase its semiconductor imports from the...

A fresh batch of data out of China suggests the trade war fallout for Apple, Inc. (NASDAQ: AAPL) might not be over anytime soon, according to Rosenblatt Securities. The Analyst Analyst Jun Zhang has reiterated a Neutral rating on Apple with a $150 price target. The Thesis Rosenblatt’s...

Optical and photonic products maker Lumentum Holdings Inc (NASDAQ: LITE) reported fiscal second-quarter results Tuesday that prompted a sell-off in the stock, but Rosenblatt Securities remains bullish.  What Happened Lumentum Holdings' revenue for the December-ending quarter...

Many Apple Inc. (NASDAQ: AAPL) investors are breathing a sigh of relief after the company's fiscal first-quarter results came in slightly better than expected and the stock initially jumped higher by more than 5 percent. Here is a summary of how some of the Street's top analysts reacted to...

Apple Inc. (NASDAQ: AAPL) is days away from releasing its first-quarter report that corresponds with a period that saw a 39-percent stock decline. One Street expert is looking beyond past performance to a season of greater stability. The Analyst Rosenblatt Securities analyst Jun Zhang...

Rosenblatt Securities analyst Jun Zhang attended this year’s Consumer Electronics Show in Las Vegas and compiled a list of seven key CES takeaways for Chinese tech and automaker investors. This year’s CES wasn’t as busy as previous years for Chinese tech companies, likely due...