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Mizuho's Top Semiconductor Stocks For 2021: Do You Own Them?
Monday, December 28, 2020 - 4:12pm | 560Read More...The new year is shaping up to be a strong one for semiconductor stocks, an analyst at Mizuho Securities said, citing key trends. First-Half Momentum For Semiconductors: Semiconductor companies are poised to see a constructive first half, with accelerating year-over-year momentum and favorable...
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Nvidia Analysts Upbeat Following 'Impressive' Q3 Results, Shrug Off Looming Data Center Softness
Thursday, November 19, 2020 - 2:15pm | 930Read More...Nvidia Corporation (NASDAQ: NVDA) reported strong quarterly results and issued above-consensus guidance for the fiscal fourth quarter. The Nvidia Analysts: Needham analyst Rajvindra Gill maintained a Buy rating and $700 price target on Nvidia shares. Mizuho Securities analyst Vijay Rakesh...
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Intel Falls On Q3 Results: 8 Analysts On Gross Margin Pressure, Manufacturing Challenges
Friday, October 23, 2020 - 10:02am | 1060Read More...Intel Corporation (NASDAQ: INTC) shares are retreating to a one-month low following the chipmaker's lukewarm third-quarter results. The Intel Analysts: BofA Securities analyst Vivek Arya downgraded Intel from Neutral to Underperform and reduced the price target from $60 to $45. Benchmark...
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6 Lidar Stocks For The Autonomous Vehicle Revolution
Monday, October 5, 2020 - 3:57pm | 639Read More...Auto technology stocks certainly have Wall Street’s attention this year. Young investors appear to see next-generation auto technology as a major long-term investment opportunity. Autonomous vehicle technology is one of the biggest investment themes in the auto market these days, and Mizuho...
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Nvidia Analysts: Ampere-Based Gaming GPUs Are 'Compelling Upgrade'
Wednesday, September 2, 2020 - 11:41am | 925Read More...NVIDIA Corporation (NASDAQ: NVDA) unveiled new gaming GPUs Tuesday based on the Ampere architecture. The Nvidia Analysts: BofA Securities analyst Vivek Arya reiterated a Buy rating on Nvidia and increased the price target from $600 to $650. Raymond James analyst Chris Caso reiterated an Outperform...
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Nvidia Q2 Roundup: Analysts See 'Only Perpetual Growth Story In Semis,' Premium Valuation
Thursday, August 20, 2020 - 1:16pm | 1185Read More...NVIDIA Corporation (NASDAQ: NVDA) reported forecast-beating second-quarter results Wednesday and issued above-consensus third-quarter revenue guidance. The Nvidia Analysts: Reviewing the results, BofA Securities analyst Vivek Arya reiterated a Buy rating and increased the price target from $...
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9 Nvidia Analysts On Q1 Beat, Ampere GPU: 'A Pure Play In Accelerated Computing'
Friday, May 22, 2020 - 10:47am | 1324Read More...NVIDIA Corporation (NASDAQ: NVDA) reported strong fiscal year 2021 first-quarter results Thursday after the close, sending the chipmaker's stock higher Friday. The Nvidia Analysts UBS Securities analyst Timothy Arcuri maintained a Buy rating on Nvidia shares and raised the price target...
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5G Adoption Bodes Well For Qorvo, Skyworks, Mizuho Says In Upgrade
Friday, January 10, 2020 - 10:26am | 443Read More...Apple Inc. (NASDAQ: AAPL) suppliers Skyworks Solutions Inc (NASDAQ: SWKS) and Qorvo Inc (NASDAQ: QRVO) have been getting a lot of love from Wall Street of late, primarily on the improving RF outlook. The Analyst Mizuho's Vijay Rakesh upgraded both Qorvo and Skyworks from Neutral to...
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Micron Analysts Stay Bullish Amid Cycle Turning, Demand-Supply Tightness
Thursday, December 19, 2019 - 11:16am | 982Read More...Micron Technology, Inc. (NASDAQ: MU) reported fiscal first-quarter results that exceeded estimates and suggested the second quarter may mark a bottom in terms of its financial performance. The Analysts Goldman Sachs analyst Mark Delaney reiterated a Buy rating on Micron and raised the price target...
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Nvidia Impresses Analysts With Datacenter Resurgence, Expanding Margins
Friday, November 15, 2019 - 1:11pm | 1039Read More...NVIDIA Corporation (NASDAQ: NVDA) reported mixed quarterly numbers, with the third-quarter results exceeding expectations, while the fourth-quarter revenue guidance was light. The Analysts Bank of America analyst Vivek Arya reiterated a Buy rating on Nvidia and raised the price target from $250 to...
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A 'More Extended Correction' Ahead? Texas Instruments Analysts React To Q3 Report
Thursday, October 24, 2019 - 1:13pm | 539Read More...Texas Instruments Incorporated (NASDAQ: TXN) reported in-line results Tuesday for the September quarter while guiding to significantly weaker revenue for the December quarter. Analysts are in wait-and-watch mode. In-Line Quarter, But Nothing To Write Home About Texas Instruments reported third...
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Applied Materials Has Large Option Traders' Attention
Monday, October 21, 2019 - 2:41pm | 630Read More...Applied Materials, Inc. (NASDAQ: AMAT) is up 60% year to date amid a broad downturn in the semiconductor industry. With semiconductor earnings season just around the corner, Applied Materials has caught the eye of some large option traders this week. The Trades On Monday, Benzinga Pro subscribers...
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Street Debates Micron's Stock After Q4 Disappoints
Friday, September 27, 2019 - 4:05pm | 737Read More...Memory and storage solutions company Micron Technology, Inc. (NASDAQ: MU) reported Thursday with fourth-quarter results and a disappointing outlook. Micron shares immediately traded lower following the print, and the Street debated if investors should be buyers of the dip. The Good, Bad In Q4...
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Broadcom Falls, But Analysts Optimistic Chip Demand Has Bottomed And Acquisitions Will Help
Friday, September 13, 2019 - 1:12pm | 744Read More...Broadcom Inc's (NASDAQ: AVGO) slight miss on revenue, a semiconductor demand trough and trade difficulties with China had investors selling the stock off Friday, but sell-side analysts remained bullish, saying the trough has bottomed and the company can weather the international storm. While...
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AMD Loses A Bull: Mizuho Points To Valuation, Limited Upside In Downgrade
Thursday, July 18, 2019 - 11:53am | 391Read More...Advanced Micro Devices, Inc. (NASDAQ: AMD) shares are up about 82% year-to-date, with the stock hitting a 52-week high of $34.86 on Tuesday. The Analyst Mizuho Securities analyst Vijay Rakesh downgraded AMD from Buy to Neutral and increased the price target from $33 to $37. The Thesis...
