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Broadcom Stock 'Top Pick In The Semiconductor Sector' After Strong Guidance, $100 Billion AI Visibility
Thursday, March 5, 2026 - 2:03pm | 830Read More...Broadcom Inc (NASDAQ:AVGO) stock gets higher price targets from analysts after beating estimates for the first quarter and providing strong second-quarter guidance. Here's what analysts are saying about the company's future. • Broadcom stock is charging ahead with explosive momentum. Why is...
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Broadcom Q1 Preview: Record Revenue Expected, But Stock Is Looking 'On the Ropes'
Tuesday, March 3, 2026 - 1:16pm | 780Read More...Broadcom Inc (NASDAQ:AVGO) looks to keep its streak of earnings beats alive when the company reports first-quarter financial results on Wednesday after market close. Here are the earnings estimates, what experts are saying ahead of the report and the key items to watch. Broadcom Q1 Earnings...
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JPMorgan Sees Broadcom AI Revenue Topping $9B This Quarter On Strong Google TPU Demand
Monday, March 2, 2026 - 1:09pm | 362Read More...Broadcom Inc (NASDAQ:AVGO) is scheduled to report its first quarter results for fiscal 2026 on Wednesday. The company is likely to report a "solid" beat and raise quarter, according to JPMorgan. The Broadcom Analyst: Analyst Harlan Sur maintained an Overweight rating and price target of $475. The...
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JPMorgan Expects Marvell To Ride AI Wave Ahead Of Q4 Earnings
Monday, March 2, 2026 - 12:23pm | 330Read More...Marvell Technology Inc (NASDAQ:MRVL) is scheduled to report its quarterly results on Thursday. The company is likely to report its fiscal fourth-quarter results and first-quarter guidance in line with or slightly better than consensus estimates, according to JPMorgan. The Marvell Technology Analyst...
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Analog Devices Sees Massive Q2 Upside Driven By AI Infrastructure Boom
Thursday, February 19, 2026 - 12:16pm | 394Read More...Analog Devices Inc (NASDAQ:ADI) on Wednesday reported upbeat fiscal first-quarter results. Here are the key analyst insights: JPMorgan analyst Harlan Sur maintained an Overweight rating, while raising the price target from $320 to $400. KeyBanc Capital Markets analyst John Vinh reiterated an...
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Astera Labs Tied To Nvidia, AMD, Amazon, Google AI Buildout, Analyst Sees 2026 Upside
Wednesday, February 11, 2026 - 2:53pm | 712Read More...JPMorgan analysts, led by Harlan Sur, outlined their 2026 investment outlook, highlighting AI infrastructure as a primary driver of market performance. JPMorgan reiterated its Overweight rating on Astera Labs, Inc (NASDAQ:ALAB), adjusting the price forecast to $205, down from $215. • ...
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ON Semiconductor Sees AI Boost as Data Center Business Hits Record Milestone
Tuesday, February 10, 2026 - 1:07pm | 708Read More...ON Semiconductor Corp (NASDAQ:ON) on Monday reported mixed fourth-quarter results. Here are the key analyst insights: Benchmark analyst David Williams downgraded the rating to Hold. Rosenblatt Securities analyst Kevin Cassidy maintained a Neutral rating, while raising the price target from $50 to...
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Arm Announces Solid Q3 Results: Bright Outlook On Sustained AI, Data Center Momentum, Say Analysts
Thursday, February 5, 2026 - 2:44pm | 704Read More...Arm Holdings PLC (NASDAQ:ARM) shares jumped in early trading on Thursday, after the company reported upbeat quarterly results. • ARM Holdings shares are climbing with conviction. Why is ARM stock surging? Here are the key analyst insights: JPMorgan analyst Harlan Sur reiterated an...
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This Microchip Technology Analyst Raises Price Target By $8 After 2nd Increase In Sales Guidance
Tuesday, January 6, 2026 - 12:20pm | 288Read More...Microchip Technology Inc (NASDAQ:MCHP) raised its guidance for the third quarter of fiscal 2026, marking the second increase for its December quarter sales guidance, according to JPMorgan. The Microchip Technology Analyst: Analyst Harlan Sur reiterated an Overweight rating, while raising the price...
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Micron: The 'Age Of AI' Winner With 'Meaningful Upside'
Thursday, December 18, 2025 - 5:10pm | 902Read More...Micron Technology (NASDAQ:MU) shares soared on Thursday after the company reported first-quarter financial results and guidance. Analysts see further upside and are raising their price targets. Micron Technology stock is charging ahead with explosive momentum. What’s behind MU gains? The...
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Broadcom Q4 Preview: Stock Up 74% In 2025, Can Another Record Quarter Send Shares Higher?
Wednesday, December 10, 2025 - 3:37pm | 907Read More...Semiconductor giant Broadcom Inc (NASDAQ:AVGO) could highlight surging demand for artificial intelligence chips when the company reports fourth-quarter financial results Thursday after market close. • Broadcom stock is at critical resistance. Why did AVGO hit a new high? Here are the...
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Marvell Technology Debunks Speculations Of Losing Business From Amazon, Microsoft
Tuesday, December 9, 2025 - 2:47pm | 393Read More...Marvell Technology Inc (NASDAQ:MRVL) confirmed that the multi-generational XPU programs of its major customers, Amazon.com Inc (NASDAQ:AMZN) and Microsoft Corp (NASDAQ:MSFT), remain on track to ramp in 2026, according to JPMorgan. The Marvell Technology Analyst: Analyst Harlan Sur reiterated an...
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Has Marvell Technology Lost Its Amazon Business To Taiwanese Rival?
Monday, December 8, 2025 - 12:18pm | 491Read More...Shares of Marvell Technology Inc (NASDAQ:MRVL) tanked in early trading on Monday on concerns around the chipmaker having lost out on business with Amazon.com Inc (NASDAQ:AMZN). Here are some key analyst takeaways: Benchmark analyst Cody Acree downgraded the rating from Buy to Hold, while removing...
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Analog Devices Posts Q3 Beat; Secular Tailwinds, Cyclical Recovery Sets The Stage For FY26 Upside, Analysts Say
Wednesday, November 26, 2025 - 2:20pm | 520Read More...Shares of Analog Devices Inc (NASDAQ:ADI) climbed in early trading on Wednesday after the company reported upbeat third-quarter earnings. Here are some key analyst takeaways: JPMorgan analyst Harlan Sur maintained an Overweight rating, while raising the price target from $310 to $320. Benchmark...
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Nvidia Quells 'AI Bubble' Fears With 'Drop The Mic Quarter/Guidance'
Thursday, November 20, 2025 - 2:29pm | 1091Read More...Analysts raise estimates and price targets on NVIDIA Corporation (NASDAQ:NVDA) after third-quarter revenue and earnings per share beat estimates and guidance came in ahead of expectations. The NVDA Analysts Bank of America analyst Vivek Arya reiterated a Buy rating with a price target of $275. DA...















