Thomas Diffely

Qorvo Inc (NASDAQ: QRVO) reported solid first-quarter results and announced its second-quarter guidance ahead of expectations. Despite Huawei’s ban, Qorvo seems poised to benefit from the 5G opportunity, according to DA Davidson. The Analyst DA Davidson’s Thomas Diffely maintained a...

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...

Applied Materials, Inc. (NASDAQ: AMAT) reported Thursday after the market close with forecast-beating fiscal first-quarter results and weak Q2 guidance.  The Analysts Morgan Stanley analyst Joseph Moore maintained an Equal-weight rating and $40 price target for Applied Materials shares...

Chipmaker Qorvo Inc (NASDAQ: QRVO) reported third-quarter results Thursday that came in better than expected on the top- and bottom-line. The company downwardly revised its guidance for the March-ending quarter due to lower demand for certain flagship smartphones. Here's how the...

Apple Inc. (NASDAQ: AAPL) supplier Skyworks Solutions Inc (NASDAQ: SWKS) warned of a revenue shortfall for its fiscal first quarter, attributing the downward guidance revision to unit weakness across major smartphone customers. The Analysts D.A. Davidson analyst Thomas Diffely...

Semiconductor equipment supplier Cohu, Inc. (NASDAQ: COHU) is a lesser known name with an undervalued stock that should be bought by investors for six reasons, according to DA Davidson. The Analyst DA Davidson's Thomas Diffely initiated coverage of Cohu with a Buy rating and $30 price target (...

Cadence Design Systems Inc (NASDAQ: CDNS) shares have pulled back 20 percent since late January, prompting a D.A. Davidson analyst to observe that the company's business strength is not reflected in its weak stock performance. The Analyst Aanalyst Thomas Diffely upgraded shares of Cadence...

A failed acquisition of Xcerra Corporation (NASDAQ: XCRA) by China-based Unic Capital Management could create a buying opportunity for Xcerra as the company’s fundamentals have outpaced its share price, according to analysts at D.A. Davidson The Analyst Thomas Diffely of D.A. Davidson...

Toshiba Corp. (OTC: TOSYY) (OTC: TOSBF), teetering on the brink of death after an ill-fated foray into nuclear power, has no shortage of suitors for its lucrative flash memory chip unit, the second-biggest seller of the tech used in cellphones and many other electronics. The auction, which one...

D.A. Davidson has raised its price target on PDF Solutions, Inc. (NASDAQ: PDFS) shares by $10 to $30 on emerging new catalysts. Analyst Thomas Diffely, who reiterated his Buy rating on the stock, believes PDF Solutions will record 50–100 percent growth over the next few years on modest...

D.A. Davidson sees increased attention from electronic design automation (EDA) software industry on Synopsys, Inc. (NASDAQ: SNPS). Following volatile conditions, the EDA space is gaining traction to a stability thus enhancing cash flow. As a result, the firm boosted the target price from $64 to $75...

Thomas Diffely of D.A. Davidson said he expects the third-quarter results of Broadcom Ltd (NASDAQ: AVGO) should at least meet expectations. Semiconductor company Broadcom is expected to report its third-quarter results on September 1 after market close. D.A. Davidson sees pro-forma EPS of $2.77 and...

Mentor Graphics Corp (NASDAQ: MENT) reported robust FQ2 results, with the revenue and EPS ahead of expectations. However, D.A. Davidson’s Thomas Diffely downgraded the rating on the company from Buy to Neutral, with a price target of $24. FQ2 Beat Mentor Graphics reported FQ2 revenue of $254...

Mentor Graphics Corp (NASDAQ: MENT) is set to report its second-quarter results on August 18, after the market close, and D.A. Davidson projects an in-line result from the supplier of electronic design automation tools. The brokerage expects the company to post revenue of $245 million and pro-forma...