Samik Chatterjee

Cisco Hints At Big AI Ramp — JPMorgan Says 2026 Orders Could Surprise To The Upside
Cisco Hints At Big AI Ramp — JPMorgan Says 2026 Orders Could Surprise To The Upside
Cisco Beats Q1 On Strong AI Demand, Execution; Analysts Raise Price Targets
Cisco Beats Q1 On Strong AI Demand, Execution; Analysts Raise Price Targets
Why Qualcomm May Be 'The Least Expensive' AI Stock As Datacenter Hopes Rise
Why Qualcomm May Be 'The Least Expensive' AI Stock As Datacenter Hopes Rise
Cisco Beats Q1 On Strong AI Demand, Execution; Analysts Raise Price Targets
Cisco Beats Q1 On Strong AI Demand, Execution; Analysts Raise Price Targets
Why Qualcomm May Be 'The Least Expensive' AI Stock As Datacenter Hopes Rise
Why Qualcomm May Be 'The Least Expensive' AI Stock As Datacenter Hopes Rise
Apple Q4 Preview: iPhone 17 Fuels Earnings Optimism As Stock Hits All-Time Highs
Apple Q4 Preview: iPhone 17 Fuels Earnings Optimism As Stock Hits All-Time Highs
HPE's Networking Weakness Overshadows AI Growth As 2026 Outlook Disappoints
HPE's Networking Weakness Overshadows AI Growth As 2026 Outlook Disappoints

Samik Chatterjee Recent News

Apple Gets 'Home Run Ruling' In Google Antitrust Case: Analyst Says 'Monster Win' For Both Mag 7 Stocks
Apple Gets 'Home Run Ruling' In Google Antitrust Case: Analyst Says 'Monster Win' For Both Mag 7 Stocks
Apple analysts break down what the Google ruling means for both companies and how a deeper partnership could be on the way.
Pure Storage Reports Q2: Stock Soars, Analysts Revise Forecasts
Pure Storage Reports Q2: Stock Soars, Analysts Revise Forecasts
PSTG stock rallies after upbeat Q2 results. JPMorgan maintains Overweight rating with $80 PT, while Needham raises PT to $85.
Cisco AI Orders Top $2 Billion, But 2026 Outlook Leaves Investors Wanting More
Cisco AI Orders Top $2 Billion, But 2026 Outlook Leaves Investors Wanting More
Cisco Systems Inc (NASDAQ: CSCO) reported upbeat fiscal fourth-quarter results, surpassing revenue and margin estimates. Analysts expect strong AI growth but some concern about less weighted security growth and tariff uncertainty.
Penguin Solutions Posts Strong Earnings, But Advanced Computing Faces Setback
Penguin Solutions Posts Strong Earnings, But Advanced Computing Faces Setback
Penguin Solutions (PENG) stock surged after reporting strong Q3 results amidst exciting earnings season. Analysts raise price targets and outlook.
Arista Networks Names New COO, Experience At Fastly, Cisco Systems
Arista Networks Names New COO, Experience At Fastly, Cisco Systems
CEO of Arista Networks, Todd Nightingale, will take over as President and COO in July 2025. Analyst maintains Overweight rating and praises his experience.
JPMorgan Bullish On Hewlett Packard Enterprise's Future, Cites 'Durable' Non-AI Segments, Capital Returns
JPMorgan Bullish On Hewlett Packard Enterprise's Future, Cites 'Durable' Non-AI Segments, Capital Returns
JPMorgan analyst Samik Chatterjee adjusts HPE's revenue and margin outlook after Q2 results.
Apple Q2 Will Be 'Better-Than-Feared': Analyst Says iPhone Company Has 'Proven Track Record'
Apple Q2 Will Be 'Better-Than-Feared': Analyst Says iPhone Company Has 'Proven Track Record'
An Apple analyst sees the stock reporting better-than-expected Q2 results this week and having a strong fiscal year.
Penguin Delivers Big Quarter, Yet JPMorgan Sees Momentum Fading In Second Half
Penguin Delivers Big Quarter, Yet JPMorgan Sees Momentum Fading In Second Half
Penguin Solutions Inc (NASDAQ: PENG) shares tanked despite strong Q2 results and raised revenue guidance, with JP Morgan maintaining a Neutral rating.
Why Nvidia's Next Moves Matter For Amphenol, Dell, Super Micro
Why Nvidia's Next Moves Matter For Amphenol, Dell, Super Micro
Nvidia Corp CEO Jensen Huang set to unveil next AI hardware at GTC 2025. JPMorgan analyst identifies potential winners in hardware and networking supply chain.
Steve Jobs Knew What MacBook Should Be Like In 1983 — It Took Apple 25 Years To Bring His Vision To Life: With AAPL Stock At Record Highs, Here's What Analysts Say
Steve Jobs Knew What MacBook Should Be Like In 1983 — It Took Apple 25 Years To Bring His Vision To Life: With AAPL Stock At Record Highs, Here's What Analysts Say
Steve Jobs is credited for his visionary leadership and for revolutionizing entire product categories, ranging from smartphones to tablets and music.
Teradyne Rises After Analyst's Upbeat Forecast For 2025 Growth
Teradyne Rises After Analyst's Upbeat Forecast For 2025 Growth
Teradyne (TER) stock climbed as JPMorgan upgrades with increased price target and predicts strong revenue growth due to expanding semiconductor market.
NetApp Is Poised For Revenue Growth Acceleration With AI Spending: Analyst
NetApp Is Poised For Revenue Growth Acceleration With AI Spending: Analyst
JPMorgan analyst Samik Chatterjee upgraded the rating for NetApp from Neutral to Overweight, while raising the price target to $160.
Cisco Q1 Earnings Preview: EPS, Revenue Beat Streak In Focus As Analysts See Potential 'Large-Cap Breakout'
Cisco Q1 Earnings Preview: EPS, Revenue Beat Streak In Focus As Analysts See Potential 'Large-Cap Breakout'
Analysts see Cisco's recent rally stretching valuation, but future growth and customer demand could make the stock attractive.
Cisco Gains Ahead Of Q1 Earnings As JPMorgan Projects Networking Market Recovery In 2025
Cisco Gains Ahead Of Q1 Earnings As JPMorgan Projects Networking Market Recovery In 2025
Cisco's shares rise ahead of Q1 earnings release. JPMorgan analyst upgrades rating and price target, citing recovery in Networking market and refocus on Security.
Qualcomm Q4 Earnings Preview: Analysts Expect Beat And Raise; Smartphone Demand, Lost Apple Revenue Bring Cautious Outlook
Qualcomm Q4 Earnings Preview: Analysts Expect Beat And Raise; Smartphone Demand, Lost Apple Revenue Bring Cautious Outlook
Qualcomm reports fourth-quarter financial results after market close Wednesday, Nov. 6. A look at the earnings estimates and what analysts are expecting.
Apple Analysts Mixed After Glowtime Event: iPhone 16 Could 'Drive Upgrades,' But 'Next Year Will Be Better'
Apple Analysts Mixed After Glowtime Event: iPhone 16 Could 'Drive Upgrades,' But 'Next Year Will Be Better'
With the Apple Glowtime event behind, analysts point to pre-order figures and supply chain checks as the next catalysts for the technology giant.
Hewlett Packard Enterprise's Q3 Gross Margins May Fuel Investor Concern, But Here's What Analysts Are Focusing On
Hewlett Packard Enterprise's Q3 Gross Margins May Fuel Investor Concern, But Here's What Analysts Are Focusing On
Hewlett Packard Enterprise reports Q3 results amid a competitive AI server market. The company faces strong demand for AI servers.
4 Reasons Why Hewlett Packard Investors Should Be Positive Into Q3 Earnings: Analyst
4 Reasons Why Hewlett Packard Investors Should Be Positive Into Q3 Earnings: Analyst
Analyst predicts positive Q3 earnings for Hewlett Packard due to demand for AI, infrastructure recovery, equipment demand, and inexpensive stock.
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