Weston Twigg

After a strong performance throughout 2017, KLA-Tencor Corp (NASDAQ: KLAC) remains an underappreciated stock that will likely "break out" in 2018, according to at least one Wall Street analyst. The Analyst KeyBanc Capital Markets' Weston Twigg upgraded KLA-Tencor's stock ...

Western Digital Corp (NASDAQ: WDC) settled its outstanding litigation and disputes Tuesday with Toshiba Corp that could have blocked the latter’s $18-billion sale of its chip unit. But Western Digital’s concession was not a loss, according to KeyBanc Capital Markets. The Rating...

Applied Materials, Inc. (NASDAQ: AMAT) reported Thursday a top- and bottom-line beat in its fiscal fourth quarter earnings report due to strong demand from semiconductor and display equipment. The Analyst KeyBanc Capital Markets' Weston Twigg maintains an Overweight rating on Applied...

KeyBanc Capital Markets downgraded shares of Veeco Instruments Inc. (NASDAQ: VECO), citing a triple threat in the company's MOCVD business: share loss, pricing risk and potential market slowdown in 2018. The firm said, although Veeco remains a leader in its served markets, it would prefer to...

Semiconductor and memory stock valuations have gotten a bit extended in the past couple of years, and the semi-cap equipment market may be on the brink of a deceleration in 2018. But despite these hurdles, KeyBanc analyst Weston Twigg says there are plenty of good reasons to be buying semiconductor...

Micron Technology, Inc. (NASDAQ: MU) announced last week its fiscal third-quarter results, which showed 92-percent year-over-year revenue growth to $5.57 billion and non-GAAP earnings per share of $1.62 compared to $0.90 in the year-ago period. The results were ahead of the consensus estimates....

Micron Technology, Inc. (NASDAQ: MU) 4-percent decline Friday morning isn't deterring analysts at Pacific Crest from calling for the stock to double in value moving forward. Pacific Crest's Weston Twigg commented in a research report after Micron's earnings report that the company has shown it is...

Micron Technology, Inc. (NASDAQ: MU) significantly raised its fiscal second-quarter guidance at its recent conference call. Micron’s performance is being boosted by continued strong memory demand, which should continue through the first half of 2017, Pacific Crest’s Weston Twigg said in...

Pacific Crest continues to prefer Materialise NV (ADR) (NASDAQ: MTLS) as its favorite idea in the 3D printing space, as it has exposures to high-end software and the growing medical segment in addition to strong, cash-generating services division. "[I]t doesn't compete in the crowded...

Pacific Crest analysts Daniel Baksht and Weston Twigg favor Veeco Instruments Inc. (NASDAQ: VECO) over Cree, Inc. (NASDAQ: CREE) in the LED sector. Both analysts believe they are "on the cusp of a positive inflection in the lighting industry." The two analysts also feel both companies have...

Pacific Crest Securities recently issued a company note on ExOne Co (NASDAQ: XONE) after the company posted good fourth-quarter earnings; however, revenue visibility continues to remain low. Currently, analysts at Pacific Crest rate ExOne at Sector Weight, while a price target is unavailable....

After attending the first few days of CES in Las Vegas, Pacific Crest analyst Weston Twigg is not convinced that 3D printing stocks are ready for a rebound just yet. According to Twigg, there is plenty of innovation in the 3D printing business, but that’s not enough do boost share prices...