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Nvidia Investors Are Pulling Back On Q4 Results, But These Analysts Still Like Chipmaker's Potential
Thursday, February 25, 2021 - 5:52pm | 727NVIDIA Corporation (NASDAQ: NVDA) reported better-than-expected quarterly results Wednesday, but the stock is slipping amid a sector-wide tech sell-off and concerns about a potential slowdown in data center growth. The Nvidia Analysts: Needham analyst Rajvindra Gill maintained a Buy rating and...
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3 AMD Analysts Dissect Chipmaker's Q4 Earnings, Guidance Beat
Wednesday, January 27, 2021 - 2:13pm | 776Advanced Micro Devices, Inc. (NASDAQ: AMD) shares were retreating Wednesday despite the company's strong quarterly report. The AMD Analysts: Rosenblatt Securities analyst Hans Mosesmann reiterated a Buy rating on AMD and increased the price target from $120 to $135. Wells Fargo...
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8 Intel Analysts On Q4 Report: Why Some See Difficult Years Ahead For Chipmaker
Friday, January 22, 2021 - 2:58pm | 1266Intel Corporation (NASDAQ: INTC) shares were trading lower in the wake of the chip giant's better-than-expected fourth-quarter results, which were reportedly issued a few minutes early Thursday after Intel's website was hacked. The Intel Analysts: BofA Securities...
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5 Micron Analysts On Q4 Beat, Huawei Challenges
Wednesday, September 30, 2020 - 12:36pm | 838Micron Technology, Inc. (NASDAQ: MU) reported strong fourth-quarter results Tuesday, but the stock is losing ground on the Huawei standoff. The Micron Analysts: KeyBanc Capital Markets analyst Weston Twigg maintained an Overweight rating and $70 price target. Needham analyst Rajvindra Gill...
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An Intel Bull, Bear On New Tiger Lake Processors: 'Impressive' Or Poorly Timed?
Thursday, September 3, 2020 - 11:28am | 509Intel Corporation (NASDAQ: INTC) launched its 11th-generation Tiger Lake mobile processor Wednesday, advertising it as the best CPU for laptops. The Intel Analysts: KeyBanc Capital Markets analyst Weston Twigg maintained an Overweight rating on Intel with an $82 price target. Rosenblatt...
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Nvidia Analysts: Ampere-Based Gaming GPUs Are 'Compelling Upgrade'
Wednesday, September 2, 2020 - 11:41am | 925NVIDIA 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 | 1185NVIDIA 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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Intel Analysts See End Of 'Computing Dominance' Amid 7nm Node Delay, Competitive Threat
Friday, July 24, 2020 - 11:42am | 1257Intel Corporation (NASDAQ: INTC) reported forecast-beating second-quarter results but painted a mixed picture for the current quarter, sending the chipmaker's shares sharply lower Friday. The Intel Analysts: BofA Securities analyst Vivek Arya downgraded Intel from Buy to...
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Why KeyBanc Is Betting On Intel's Comeback
Monday, June 15, 2020 - 2:02pm | 485Intel Corporation (NASDAQ: INTC), which has ceded market share to rivals including Advanced Micro Devices, Inc. (NASDAQ: AMD) and NVIDIA Corporation (NASDAQ: NVDA), could rebound strongly, according to KeyBanc Capital Markets. The Intel Analyst: Weston Twigg upgraded shares of Intel from Sector...
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Nvidia Analyst Says New, Ampere-Based Data Center GPU Makes Chipmaker 'Unassailable'
Friday, May 15, 2020 - 12:11pm | 1042NVIDIA Corporation (NASDAQ: NVDA) shares, which have been bouncing along nicely for much of this week amid positive sell-side expectations for the chipmaker's earnings report next week, rose over 3% Thursday. CEO Jensen Huang hosted the annual GTC keynote address virtually, revealing...
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Intel Analysts Harp On Muted Second Half Outlook Following Stellar Quarter
Friday, January 24, 2020 - 2:20pm | 671Intel Corporation (NASDAQ: INTC) shares are sharply higher Friday after the company reported strong quarterly results. The Analysts Needham analyst Quinn Bolton maintained a Hold rating on Intel. Wells Fargo Securities analyst Aaron Rakers maintained an Equal-Weight rating and increased the price...
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Micron Analysts Stay Bullish Amid Cycle Turning, Demand-Supply Tightness
Thursday, December 19, 2019 - 11:16am | 982Micron 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 | 1039NVIDIA 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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Intel Analysts Reflect On Data Center Strength, Product Roadmap And Competition
Friday, October 25, 2019 - 12:11pm | 868Intel Corporation (NASDAQ: INTC) shares are climbing to a six-month high following third-quarter results. The Analysts Morgan Stanley analyst Joseph Moore maintained an Overweight rating on shares of Intel and nudged the price target from $64 to $65. (See his track record here) Wedbush analyst...
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Street Debates Micron's Stock After Q4 Disappoints
Friday, September 27, 2019 - 4:05pm | 737Memory 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...