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UBS On The Qualcomm-NXP Deal: 'Significant Uncertainties Persist'
Monday, June 19, 2017 - 3:22pm | 393Read More...Analysts at Deutsche Bank reinstated coverage of QUALCOMM, Inc. (NASDAQ: QCOM) with a Hold rating and $62 price target amid "significant uncertainties" surrounding the $38 billion acquisition of NXP Semiconductors NV (NASDAQ: NXPI) and ongoing legal dispute. Qualcomm should be applauded...
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Expect Ambarella To Pay Near-Term Costs For Long-Term Goals
Wednesday, June 7, 2017 - 10:19am | 340Read More...Shares of Ambarella Inc (NASDAQ: AMBA) tumbled nearly 10 percent Wednesday after the company's first-quarter earnings report was overshadowed by a poor guidance. The results prompted Deutsche Bank's Ross Seymore (check out his track record) to maintain a Hold rating on Ambarella's stock...
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The Top 11 Analysts On TipRanks And What They Cover
Thursday, May 18, 2017 - 7:50am | 1674Read More...Some investors put their financial livelihoods in the hands of analysts researching their relevant stocks. Upgrades and downgrades determine how they play their portfolios — when to sell, when to buy, when to hold. Some analysts have better foresight than others do, though, and their...
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A Few Key Takeaways From AMD's Biannual Analyst Meeting
Wednesday, May 17, 2017 - 12:29pm | 374Read More...Advanced Micro Devices, Inc. (NASDAQ: AMD) saw its stock soar higher Tuesday by more than 10 percent, but erased most of these gains by Wednesday afternoon. AMD hosted an analyst day presentation and expectations among the Street were high. Once all was said and done some analysts were left less-...
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Broadcom Delivers Beat And Raise Quarter, Warns Current Growth Is Unlikely To Be Sustainable
Thursday, March 2, 2017 - 12:29pm | 342Read More...Deutsche Bank is bullish on Broadcom Ltd (NASDAQ: AVGO), which delivered strong first quarter results, driven by solid growth in enterprise storage and margins. Similarly, the guidance was better than expected on a vast majority of metrics. Quarter's Gist First-quarter adjusted EPS of $3.63 versus...
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Ambarella's Hyper-Seasonality Continues To Be A Concern
Friday, February 24, 2017 - 4:08pm | 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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As Nvidia Catches A Pair Of Downgrades, Attention Turns To AMD
Thursday, February 23, 2017 - 12:10pm | 360Read More...Two of the hottest stocks in the tech sector may have gotten a bit too hot. BMO Capital and Nomura have downgraded NVIDIA Corporation (NASDAQ: NVDA) to Sell and Reduce ratings, respectively. In the past year, NVIDIA shares are up an incredible 604 percent, but the two firms believe the huge move in...
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A NVIDIA Q4 Earnings Preview: Upside Should Come From EPS Growth
Tuesday, February 7, 2017 - 11:50am | 345Read More...Deutsche Bank expects NVIDIA Corporation (NASDAQ: NVDA) to report fourth quarter EPS above Street when it announces its quarterly results on Thursday. Analyst Ross Seymore expects EPS of $0.84, higher than Street’s $0.83 estimate and revenues of $2.14 billion, versus Street’s $2.10...
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Can GoPro Continue To Be A Hero For Ambarella Going Forward?
Friday, December 2, 2016 - 1:06pm | 311Read More...Deutsche Bank remains on the sidelines on the shares of Ambarella Inc (NASDAQ: AMBA), as it is wondering whether the key customer GoPro Inc (NASDAQ: GPRO) would continue to contribute substantially going forward. Despite reporting better-than-expected third-quarter numbers, shares of Ambarella fell...
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Investor Disappointment: Much Of Micron's Improvement Comes From Accounting Changes
Wednesday, October 5, 2016 - 1:30pm | 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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Intel's Developer Forum Impresses Deutsche Bank 2 Years In A Row
Friday, August 19, 2016 - 1:43pm | 294Read More...Deutsche Bank's Ross Seymore was impressed with Intel Corporation (NASDAQ: INTC) after visiting the company's Developer Forum. The analyst believes Intel is making the right moves to transform the company beyond PCs. "For the second consecutive year, we came away from INTC's Developer Forum (IDF)...
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NVidia Guides For A Significant Estimate Beat In Q3
Friday, August 12, 2016 - 8:18am | 269Read More...NVIDIA Corporation (NASDAQ: NVDA) reported its 2Q results marginally ahead of expectations, but guided to significantly higher-than-expected growth in 3Q. Deutsche Bank’s Ross Seymore maintained a Hold rating on the company, with a price target of $51. Slight F2Q Beat NVidia reported...
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NXP Semi Remains Deutsche Bank's Top Pick, Sees Self-Help Story As 'Compelling'
Monday, June 20, 2016 - 6:09pm | 163Read More...Deutsche Bank analyst Ross Seymore issued a note on shares of NXP Semiconductors NV (NASDAQ: NXPI). Monday's note followed recent investor meetings with company CFO Dan Durn and VP of Investor Relations Jeff Palmer. Seymore highlighted four key findings from the meetings. Macro remains...
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Deutsche Bank Remains Convinced In Buy Rating On Monolithic Power
Wednesday, May 4, 2016 - 6:42am | 234Read More...Monolithic Power Systems, Inc. (NASDAQ: MPWR) can maintain its above-industry growth profile in 2016 and beyond, with the potential for sustainable margin expansion still intact, according to a note from Deutsche Bank. "The co's solid execution and diversified growth drivers should...
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Intel: What Everyone On The Street Thinks
Wednesday, April 20, 2016 - 1:09pm | 1377Read More...Intel Corporation (NASDAQ: INTC) reported mixed Q1 results after Tuesday's close. Revenue came in at $13.8 billion, above the $13.7 billion consensus, but down 7 percent quarter-over-quarter. Gross margins came in at 62.7 percent, above company guidance of 62 percent, and EPS was six cents...













