semiconductor

Susquehanna's bullish stance on Intel Corporation (NASDAQ: INTC) dates back to September 2016, but can no longer be justified after reporting mixed fourth-quarter results and questionable guidance for the full year 2019. The Analyst Susquehanna's Christopher Rolland downgraded Intel from...

Intel Corporation (NASDAQ: INTC) reported mixed fourth-quarter results, which fell short of expectations on the revenue line while management's first-quarter revenue guidance also fell short of expectations. Here is a summary of how some of the Street's top analysts reacted to the print....

Xilinx, Inc. (NASDAQ: XLNX), a supplier of programmable logic devices including best known for inventing the field-programmable gate array and the first fabless manufacturing model, reported a top-and-bottom line beat in its fiscal third-quarter results. Here is a summary of how some of the Street...

Chipmaker Nvidia Corporation (NASDAQ: NVDA) reported Thursday its third-quarter results in which revenue fell short of expectations and management's guidance for the fourth quarter also missed. Here is a summary of how some of the Street's top analysts reacted to the print and the stock...

Skyworks Solutions Inc (NASDAQ: SWKS) reported Thursday its fiscal fourth-quarter results, which came in better than expected but management's first-quarter guidance came in weak. Here is a summary of what some of the Street's top analysts are saying after the print. The Analysts Morgan...

The rivalry between Intel Corporation (NASDAQ: INTC) and Advanced Micro Devices, Inc. (NASDAQ: AMD) is intensifying, with bigger rival Intel likely to cede share to smaller competitor AMD, according to Barclays. The Analyst Analyst Blayne Curtis downgraded Intel from Neutral to...

Broadcom Inc (NASDAQ: AVGO) reported 13-percent year-over-year third-quarter revenue growth and a 21-percent increase in non-GAAP earnings per share on Thursday. The revenue was roughly in line with estimates, while the bottom line exceeded expectations. The company issued in-line...

Avnet, Inc. (NASDAQ: AVT) "delivered on all fronts" in its fourth-quarter report Wednesday, according to Bank of America Merrill Lynch. The Analyst Bank of America's Param Singh upgraded Avnet from Neutral to Buy with a price target lifted from $44 to $55. The Thesis Avnet...

Amphenol Corporation (NYSE: APH), a designer, manufacturer and marketer of electrical and fiber optic connectors, boasts a better growth profile compared to its peers with more defensive attributes, according to Morgan Stanley. The Analyst Morgan Stanley's Craig Hettenbach upgraded Amphenol...

Semiconductor-equipment stocks are in for a rangebound phase, during which they are likely to neither outperform nor underperform, according to Morgan Stanley. The Analyst Analyst Joseph Moore changed his industry view for semiconductor equipment makers from Attractive to In-Line. Moore ...

The earnings season is in full swing, and against this backdrop, Cowen analyst Matthew Ramsay previewed the earnings of large-cap semiconductor companies Advanced Micro Devices, Inc. (NASDAQ: AMD), Intel Corporation (NASDAQ: INTC) and QUALCOMM, Inc. (NASDAQ: QCOM). Earnings Schedule AMD:...

Micron Technology, Inc. (NASDAQ: MU) is hosting its annual analyst and investor day presentation Monday. The semiconductor manufacturer issued an encouraging guidance update ahead of the presentation, and Micron's stock was higher by more than 4 percent in mid-morning trading.  What...

Alpha and Omega Semiconductor Ltd (NASDAQ: AOSL)'s recently filed 8-K and 10-Q firms led a Stifel analyst to turn bearish on the company's prospects.  The Analyst Analyst Tore Svanberg downgraded shares of Alpha and Omega Semiconductor from Hold to Sell and lowered the...

While Integrated Device Technology Inc (NASDAQ: IDTI) is exposed to multiple diverse product cycles in memory interface, the company's exposure to the volatile communications market could limit upside, according to Bank of America Merrill Lynch.  The Analyst BofA's Vivek Arya...

Texas Instruments Incorporated (NASDAQ: TXN)'s business warrants a premium valuation, but after a strong appreciation in the stock over the past year, the valuation captures the company's strong outlook, according to Longbow. Research. The Analyst Longbow's Shawn Harrison initiated...