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Wall Street Reacts To Applied Materials' Quarter
Friday, August 17, 2018 - 11:13am | 478Read More...Applied Materials, Inc. (NASDAQ: AMAT) shares were tumbling Friday following a disappointing earnings report. Here's what several Wall Street analysts had to say. Foundry Woes Memory and foundry uncertainty have clouded the near-term outlook for Applied Materials, Stifel analyst Patrick Ho...
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Deutsche Bank: The Teradyne Rally Is Ending
Tuesday, November 21, 2017 - 11:32am | 400Read More...Teradyne, Inc. (NYSE: TER), a supplier of automation equipment for test and industrial applications, has seen its stock soar more than 70 percent since 2017 began, prompting at least one investor to call an end to the rally. The Analyst Deutsche Bank's Sidney Ho downgraded Teradyne's...
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Ichor Has A New Growth Driver: Liquid Delivery Module
Tuesday, October 10, 2017 - 2:17pm | 341Read More...Deutsche Bank analysts Sidney Ho and Ross Seymore reiterated their Buy rating for Ichor Holdings Ltd (NASDAQ: ICHR) and increased their price target for the stock from $26.91 to $32. They were encouraged by the new liquid delivery model contract and by a stronger capex environment in second-half...
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Analysts Applaud Micron's Beat-And-Raise Third Quarter
Wednesday, July 5, 2017 - 7:46am | 1022Read More...Micron Technology, Inc. (NASDAQ: MU) announced last week its fiscal third-quarter results, which showed 92-percent year-over-year revenue growth to $5.57 billion and non-GAAP earnings per share of $1.62 compared to $0.90 in the year-ago period. The results were ahead of the consensus estimates....
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Deutsche Ups Micron's Price Target To $35
Friday, March 24, 2017 - 7:54am | 463Read More...Micron Technology, Inc. (NASDAQ: MU) reported its fiscal second-quarter results marginally ahead of its preannouncement. Deutsche Bank’s Sidney Ho reiterated a Buy rating on the company while raising the price target from $30 to $35. Alleviating Concerns The analyst believes Micron Technology...
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Ambarella's Hyper-Seasonality Continues To Be A Concern
Friday, February 24, 2017 - 3:08pm | 363Read More...Previewing Ambarella Inc (NASDAQ: AMBA)'s fourth-quarter results, Deutsche Bank said in a note released on Thursday the hyper-seasonality of the company's demand patterns continues to leave it on the sidelines. That said, the firm is impressed with the company's continued advances in technology...
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Micron Executes In Q1, Expect Margins To Continue Expanding
Thursday, December 22, 2016 - 11:06am | 327Read More...Micron Technology, Inc. (NASDAQ: MU) reported robust results and announced its guidance ahead of expectations. The strong guidance was due to a favorable environment and solid execution, Deutsche Bank’s Sidney Ho said in a report. He reiterated a Buy rating on the company, while raising the...
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Micron's Momentum Intact As Q1 Report Approaches
Monday, December 19, 2016 - 10:32am | 323Read More...Deutsche Bank’s Sidney Ho expects the continued ASP strength for Micron Technology, Inc. (NASDAQ: MU)'s DRAM and NAND, along with disciplined industry capex and accretion from the Inotera acquisition, to drive earnings power and margin expansion for the company. Ho reiterated a Buy rating on...
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Investor Disappointment: Much Of Micron's Improvement Comes From Accounting Changes
Wednesday, October 5, 2016 - 12:30pm | 343Read More...Deutsche Bank is not fully convinced on Micron Technology, Inc. (NASDAQ: MU)'s earnings beat since changes in accounting contributed to the improvement. Furthermore, its guidance for the first quarter has the potential to create confusion since it won't come from either pricing or margins, which is...
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For The First Time In Many Quarters, Deutsche Raises Estimates On Micron Technology
Monday, August 29, 2016 - 12:00pm | 226Read More...Deutsche Bank raised its estimates and price target on its Buy-rated Micron Technology, Inc. (NASDAQ: MU), citing improving market conditions in the DRAM market and company's better execution on its product roadmaps. The brokerage expects the positive momentum to continue in the fourth...
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Teradyne Sees More Than 50% Growth In 'Cobots' Revenues, Says Deutsche Bank
Thursday, June 23, 2016 - 2:55pm | 169Read More...Deutsche Bank said Teradyne, Inc. (NYSE: TER) "appears very confident" cobot revenues can increase more than 50 percent for many years amid the rapidly expanding market. Cobots are robots that work alongside humans, and Teradyne estimates the total available market to grow from about $100 million...
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Deutsche Bank: Seagate Is A Mixed Bag, Long-Term Tailwinds But Immediate HDD Sales Weakness
Wednesday, April 13, 2016 - 9:54am | 313Read More...The sales of HDD units peaked in 2010 and have been declining since then. Deutsche Bank’s Sidney Ho believes that the HDD industry is transitioning from a unit-driven industry to a capacity driven industry. Although this creates several near term challenges, it will drive long-term benefits...
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Deutsche Bank Is Buying Micron Despite Near-Term Demand Pressures
Monday, March 21, 2016 - 9:56am | 283Read More...Deutsche Bank’s Sidney Ho maintained a Buy rating on Micron Technology, Inc. (NASDAQ: MU), while lowering the price target from $17 to $16. “Near term softness aside, we remain optimistic that MU will execute on its technology roadmaps, driving relative outperformance for its...
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Wall Street Bullish On Micron Ahead Of Earnings
Thursday, December 17, 2015 - 1:09pm | 445Read More...Micron Technology, Inc. (NASDAQ: MU) is down 58.9 percent in 2015. The company reports quarterly earnings on December 22. Wall Street seems mostly bullish on the stock ahead of earnings. Micron Technology shareholders can’t wait for 2015 to be over. The stock has dropped 58.9 percent this...
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Deutsche Bank, Credit Suisse Still Buying Micron Despite Lower PC Demand/Pricing
Monday, August 3, 2015 - 2:27pm | 531Read More...Last Friday, DRAM Exchange released PC contract pricing for the second half of July. After falling 8 percent in April, 5 percent in May and 2 percent in June, July pricing dropped about 15 percent month-over-month. In a report issued Monday, Credit Suisse analyst John Pitzer and his team noted...
