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Samik Chatterjee

Samik Chatterjee is a managing director and senior equity research analyst at JPMorgan, where he covers companies in the communications equipment and technology sectors. Known for his in-depth market analysis and industry forecasts, Chatterjee provides insights into trends affecting telecom, networking, and related technology firms. His research is widely followed by institutional investors and market participants.

Snowflake Stock Nears All-Time Highs, Analysts See ‘AI Product Adoption’ Taking Shares to Those 2020 Levels
Snowflake Stock Nears All-Time Highs, Analysts See ‘AI Product Adoption’ Taking Shares to Those 2020 Levels
CoreWeave's Q2 Beat Shows AI Demand Is Now Boosting Margins, Not Just Revenue
CoreWeave's Q2 Beat Shows AI Demand Is Now Boosting Margins, Not Just Revenue
Microsoft Becomes Top Analyst Pick as Q4 Results ‘Change the Narrative’
Microsoft Becomes Top Analyst Pick as Q4 Results ‘Change the Narrative’
CoreWeave's Q2 Beat Shows AI Demand Is Now Boosting Margins, Not Just Revenue
CoreWeave's Q2 Beat Shows AI Demand Is Now Boosting Margins, Not Just Revenue
Microsoft Becomes Top Analyst Pick as Q4 Results ‘Change the Narrative’
Microsoft Becomes Top Analyst Pick as Q4 Results ‘Change the Narrative’
ServiceNow Posts Robust Q2 As AI Momentum Continues To Build
ServiceNow Posts Robust Q2 As AI Momentum Continues To Build
Qualcomm Slips, Shorter-Term Momentum Cools From Roller Coaster AI Highs
Qualcomm Slips, Shorter-Term Momentum Cools From Roller Coaster AI Highs

Samik Chatterjee Recent News

Arista Networks Posts Strong Q1, Analysts Say Supply Shortages Dampen Outlook
Arista Networks Posts Strong Q1, Analysts Say Supply Shortages Dampen Outlook
Arista Networks reports upbeat Q1 results. Analysts remain bullish on strong growth, although supply shortages limited revenue projections.
Lumentum Shares Dive Despite Stellar Q3 Results, Bullish Price Targets
Lumentum Shares Dive Despite Stellar Q3 Results, Bullish Price Targets
Lumentum shares down 8.45% after company reports fiscal Q3 results. Analysts remain bullish with raised price targets.
Qualcomm Posts Q2 Beat, Analysts Expect Handset Headwinds To Continue
Qualcomm Posts Q2 Beat, Analysts Expect Handset Headwinds To Continue
Shares of Qualcomm spike on upbeat Q2 results. Company suggests revenues from Chinese OEMs could return to sequential growth in Q4.
Arista Networks Analysts Raise Price Targets On 'Strong Leverage To The AI Investment Cycle'
Arista Networks Analysts Raise Price Targets On 'Strong Leverage To The AI Investment Cycle'
Arista Networks (ANET) reported strong Q4 results and raised revenue growth forecast. Analysts have positive ratings, raised price targets.
Qualcomm Outlook Disappoints On 'Acute Headwind' In Smartphone Industry: Analyst
Qualcomm Outlook Disappoints On 'Acute Headwind' In Smartphone Industry: Analyst
Qualcomm Inc (QCOM) trading under pressure despite upbeat quarterly results. Analysts reiterate Buy ratings but slash price targets.
Apple 'Selling Its Soul To The Devil'? Analyst Says Partnering With Alphabet Limits AI Upside
Apple 'Selling Its Soul To The Devil'? Analyst Says Partnering With Alphabet Limits AI Upside
Apple (AAPL) analysts are mixed on the company's upside after a record-breaking quarter, as concerns remain about AI monetization.
Apple Q1 Preview: Company Goes For 12th Straight Double Beat, Analyst Calls 2026 'Pivotal Year'
Apple Q1 Preview: Company Goes For 12th Straight Double Beat, Analyst Calls 2026 'Pivotal Year'
All eyes are on the iPhone results for Apple's Q1 financial results. Some analysts want more attention put on an AI plan.
Qualcomm Tech Now Powers Nearly Every Laptop Price Point: Analyst
Qualcomm Tech Now Powers Nearly Every Laptop Price Point: Analyst
Qualcomm stays in focus as a JPMorgan analyst highlights strong PC launches and AI features showcased at CES 2026.
Mobileye Analyst No Longer Bearish On Lowered Expectations, Outperformance Drivers
Mobileye Analyst No Longer Bearish On Lowered Expectations, Outperformance Drivers
Mobileye stock valuation reflects lowered expectations, the company has some key growth drivers, according to JPMorgan.
Cisco Beats Q1 On Strong AI Demand, Execution; Analysts Raise Price Targets
Cisco Beats Q1 On Strong AI Demand, Execution; Analysts Raise Price Targets
Cisco Systems exceeded analyst expectations in Q1, with revenues up 8% driven by AI demand and raised guidance for 2026.
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
JPMorgan analyst Samik Chatterjee reiterated an Overweight rating on Qualcomm, citing strong diversification efforts and potential for growth in datacenters with AI applications.
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
Apple reports Q4 results on Thursday with a key first look at iPhone 17 demand. Here's what experts are saying ahead of the report.
HP's PC Boom Is Over — One Analyst Warns A Hangover Is Coming
HP's PC Boom Is Over — One Analyst Warns A Hangover Is Coming
HP's future outlook is challenging due to slowing PC demand, weak economy, and rising memory costs. Analyst downgrades stock.
Apple iPhone 17 Demand 'Tracking Modestly Ahead Of iPhone 16': Here's Which Model Is Winning
Apple iPhone 17 Demand 'Tracking Modestly Ahead Of iPhone 16': Here's Which Model Is Winning
Ahead of the iPhone 17 global launch, an analyst looks at how demand compares to the previous model.
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.
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.
Qualcomm May Have Lost Apple, But It's Not Losing Steam: Analyst
Qualcomm May Have Lost Apple, But It's Not Losing Steam: Analyst
Qualcomm is likely to report upbeat revenue and earnings for Q3, with "upsides across the board," according to JPMorgan.
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.
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