-
Micron Technology Guidance Reflects Strong Pricing Rebound: 10 Analysts Deep Dive Into Q1 Earnings
Thursday, December 21, 2023 - 1:18pm | 1146Read More...Micron Technology Inc (NASDAQ: MU) shares climbed in early trading on Thursday, after the company reported better-than-expected revenues for its fiscal first quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Goldman Sachs On...
-
Advanced Micro Devices Projects $45B AI Chip Market In 2023: Analysts Say Chipmaker 'Maturing Fast' After GPU Launch
Thursday, December 7, 2023 - 5:56pm | 761Read More...Advanced Micro Devices, Inc. (NASDAQ: AMD) shares rallied Thursday after the company announced the launched of its new GenAI chip. Raymond James On Advanced Micro Devices Analyst Srini Pajjuri maintained a Strong Buy rating while raising the price target from $125 to $140. “AMD...
-
Marvell's AI Approach Wins Over 6 Analysts, 1 Projects AI Data Center Revenue Over $800M In 2024
Friday, December 1, 2023 - 12:59pm | 824Read More...Semiconductor company Marvell Technology (NASDAQ:MRVL) reported third quarter financial results after market close Thursday. Here's a look at what analysts are saying about the report and what's next for the company. The Marvell Analysts: Oppenheimer analyst Rick Schafer has an Outperform rating...
-
5 Nvidia Analysts Size Up Q3 Results, Forward Guidance: 'Increased Conviction,' Minimal Concern Over China
Wednesday, November 22, 2023 - 2:14pm | 780Read More...NVIDIA Corporation‘s (NASDAQ:NVDA) shares have seen a substantial rise in 2023, buoyed by the escalating interest and use cases of artificial intelligence. Analysts react to the company's third quarter earnings results and forward guidance. The NVIDIA Analysts: Goldman Sachs analyst Toshiya...
-
Arm Holdings Analysts Stay Bullish With Licensing Gains Overshadowing Royalty Concerns
Thursday, November 9, 2023 - 2:49pm | 606Read More...BMO Capital analyst Ambrish Srivastava reiterated a Market Perform rating on Arm Holdings Plc (NASDAQ: ARM) with a price target of $60. Arm reported a robust set of second-quarter results and guidance, showcasing its strong business model; the undergoing transition,...
-
Intel Analysts Aren't Totally Impressed By Q3 Results: Nvidia May Be A Customer 'At Some Point'
Friday, October 27, 2023 - 11:46am | 715Read More...Shares of Intel Corporation (NASDAQ: INTC) continued to climb in early trading on Friday, after the company reported healthy third-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Bank of America Securities analyst...
-
Nvidia Stock In Position To Climb As Chipmaker Remains Main 'Shovel Provider' In The AI Gold Rush, Says Goldman Sachs
Monday, October 2, 2023 - 12:23pm | 529Read More...Goldman Sachs added NVIDIA Corp (NASDAQ: NVDA) to its conviction list on Monday, calling it the main "shovel provider" in the AI gold rush. What To Know: Nvidia shares were getting a lift from Goldman Sachs' positive commentary on the chipmaker's positioning in the...
-
Nvidia Impresses Analysts With 'Back-To-Back Miraculous Quarters': Are Estimates Too Modest?
Thursday, August 24, 2023 - 11:30am | 1024Read More...Semiconductor and technology company NVIDIA Corporation (NASDAQ: NVDA) reported second quarter financial results after market close Wednesday that beat analysts’ estimates. Analysts reacted to the quarter beat and updated guidance from the company. The NVDA Analysts: Goldman Sachs analyst...
-
6 Advanced Micro Devices Analysts On Q4 Results: 'Relief To Investors'
Wednesday, February 1, 2023 - 11:27am | 682Read More...Shares of Advanced Micro Devices, Inc (NASDAQ: AMD) gained after the company released its fourth-quarter results and several analysts raised their price targets for the stock. Credit Suisse on Advanced Micro Devices Analyst Chris Caso reiterated an Outperform rating, while raising the price target...
-
Memory Suppliers Are Dumping Inventory, And These Stocks Are Paying The Price
Thursday, December 15, 2022 - 12:34pm | 341Read More...Shares of Western Digital Corp (NASDAQ: WDC) fell sharply in the pre-market on Thursday. The San Jose, California-based company is poised for historically low gross margins, with a severe downturn in the memory industry, according to Goldman Sachs. The Analyst: Toshiya Hari downgraded the rating...
-
Gaming Demand, China Concerns, Data Center Records: 5 Nvidia Analysts Have Mixed Reactions To Q3 Earnings
Thursday, November 17, 2022 - 12:24pm | 603Read More...Technology giant NVIDIA Corporation (NASDAQ: NVDA) beat revenue estimates from analysts and came up short on earnings per share, according to its third-quarter financial results. Here are what analysts are saying after the report: Goldman Sachs analyst Toshiya Hari has a Neutral rating and a price...
-
Goldman's Semiconductor Pair Trade: Buy AMD, Sell Intel
Wednesday, November 4, 2020 - 11:43am | 393Read More...Advanced Micro Devices, Inc. (NASDAQ: AMD) offers a compelling buying opportunity even as rival Intel Corporation (NASDAQ: INTC) remains a Sell, a Goldman Sachs analyst said Wednesday. The AMD, Intel Analyst: Analyst Toshiya Hari upgraded AMD from Neutral to Bu, and added the shares to...
-
Micron Technology's Risk-Reward 'Skews Positive,' Goldman Sachs Says In Bullish Turn
Monday, September 14, 2020 - 11:49am | 233Read More...The ongoing weakness in DRAM and NAND pricing is likely to be short-lived, and Micron Technology, Inc. (NASDAQ: MU) seems well-positioned to continue executing on its tech transitions, according to Goldman Sachs. The Micron Technology Analyst: Toshiya Hari upgraded Micron Technology from...
-
6 Reasons Why Goldman Sachs Is Bearish On Intel
Monday, July 6, 2020 - 12:48pm | 436Read More...Recent industry checks indicate a slowdown in PC builds in the second half of 2020, while Intel Corporation (NASDAQ: INTC) is likely to continue losing share in the client and server CPU markets, according to Goldman Sachs. The Intel Analyst: Goldman Sachs analyst Toshiya Hari downgraded Intel from...
-
Goldman Sachs Upgrades Semis, Is 'More Positive' On Memory Stocks
Monday, July 22, 2019 - 11:46am | 514Read More...The semiconductor stock group got a boost Monday when Goldman Sachs updated its coverage on some popular names. The Analysts Goldman analyst Mark Delaney upgraded Micron Technology, Inc. (NASDAQ: MU) from Neutral to Buy and raised his price target from $40 to $56. Delaney reiterated his Neutral...
















