After a particularly challenging year for semiconductor stocks, Marvell Technology and three other chip companies look like buys to analysts at Rosenblatt. Stocks in the sector fell hard last year as...
Tag: Street Notes
These Four Chip Stocks Are ‘Best Ideas’ for 2023
After a particularly challenging year for semiconductor stocks, Marvell Technology and three other chip companies look like buys to analysts at Rosenblatt. Stocks in the sector fell hard last year as...
Tesla Stock Just Keeps Falling. The ‘Chart’ Is in Control.
Tesla stock was weak again despite the likelihood CEO Elon Musk will step down as head of Twitter, and earnings estimates for 2023 are staying remarkably stable. Investors are scrambling. They can’t, ...
AMD Is Morgan Stanley’s Top Chip Stock Pick for Next Year
Morgan Stanley says Advanced Micro Devices stock is providing an attractive buying opportunity on the back of its strong lineup of server processors. On Thursday, semiconductor analyst Joseph Moore ma...
Qualcomm Stock Could Rise in 2023. J.P. Morgan Cites 3 Reasons Why.
Text size Qualcomm President and CEO Cristiano Amon. Ethan Miller/Getty Image J.P. Morgan predicts Qualcomm, a maker of mobile processors and 5G wireless chips, is primed for a comeback next year. On ...
Tesla Stock Isn’t Out of the Woods Yet. There Are Too Many EVs.
This copy is for your personal, non-commercial use only. To order presentation-ready copies for distribution to your colleagues, clients or customers visit http://www.djreprints.com. https://www.barro...
Netflix Stock Has Lost Almost Half Its Value. Why It Could Make a 2023 Comeback.
Netflix has had a tough run this year. But a number of Wall Street analysts are confident for a recovery in 2023, piling up bullish ratings on the stock. On Friday, Wells Fargo analyst Steven Cahall u...
AT&T Stock Is Now a Buy, This Analyst Says. Growth Potential Is Why.
AT&T has had a strong year, and it’s now on pace for “sustainable long-term growth,” according to Argus Research. Analyst Joseph Bonner upgraded shares of AT&T (ticker: T) to Buy from Hold and...
Norwegian Stock Is a Buy, Royal Caribbean Is a Sell, Says Analyst. Here’s Why.
Norwegian Cruise Line Holdings has strong growth opportunities, while Royal Caribbean Group will be dealing with near-term funding requirements, according to a J.P. Morgan analyst. Daniel Adam assumed...
Twilio Stock Has Been Hammered. 3 Reasons It Could Fall Even More.
Twilio stock was falling Monday after a Jefferies analyst cited three reasons why he has lost confidence in the cloud-based software provider over the near-term. Analyst Samad Samana downgraded shares...
Cisco’s Earnings Are Today. What to Expect.
Cisco Systems could report a sharp falloff in orders when the networking giant reports October quarter earnings after the close of trading on Wednesday, but its huge backlog should help drive solid fi...
Sunrun and Other Solar Stocks With Strong U.S. Presence Are a Buy, Analyst Says
An analyst from Deutsche Bank is bullish on Enphase Energy Sunrun and First Solar due to their strong domestic presence amid new U.S. legislation. Deutsche Bank analyst Corinne Blanchard initiated cov...
Sell Intel Stock, Analyst Says. Market Share Losses Are the Concern.
An analyst at J.P. Morgan says sell Intel stock, citing concerns about the company’s loss of market share amid ongoing competition and softening PC demand. Following a period of restriction, J.P Morga...
Sell These 3 Tech Stocks Because PC Demand Is Tumbling, Morgan Stanley Says
Falling demand for computers and electronics has made a Morgan Stanley analyst more pessimistic on three PC-related stocks. On Friday, Morgan Stanley analyst Erik Woodring reiterated his Underweight/S...
DuPont Ends Rogers Acquisition. Blame China Regulators.
After a wild series of events, stock in materials giant DuPont rose while shares of DuPont’s almost-merger partner Rogers Corp. plummeted. Here’s what happened: DuPont (ticker: DD) on Tuesday complete...
XPeng Stock Plunges After Rare Double-Downgrade
Shares for Chinese electric vehicle maker XPeng have just been hammered in 2022—and they dropped even more Friday after a once-bullish analyst said to sell the stock. Citi analyst Jeff Chung doubled-d...
AT&T Stock Will Outpace Verizon, Raymond James Says, Upgrading the Stock
AT&T stock comes with its risks but the telecom company will outpace rival Verizon Communications over the next few months, according to Raymond James’s Frank Louthan. On Monday, the analyst lifte...
2 Chip Equipment Stocks to Buy on the Dip, According to an Analyst
Text size The stocks of both Applied Materials and ASML have fallen more than 40% this year. Paul Morris/Bloomberg It has been a terrible year for chip equipment stocks. But based on history, prices i...
Nvidia’s Business ‘Very Close to the Bottom,’ Says Analyst
Text size Piper Sandler analyst Harsh Kumar notes chip maker Nvidia is making progress in working down its oversupply at retailers. Dreamstime Piper Sandler believes Nvidia stock is about to make a co...
Apple Stock Is a Top Pick, and Sales Will Beat Estimates, Says Morgan Stanley
Apple September quarter financial results should top current Street estimates, Morgan Stanley analyst Erik Woodring asserted in a research note on Wednesday. Apple (ticker: AAPL) will report results f...
Northrop Is Downgraded. Defense to Get ‘Left Behind’ in Better Macro Environment, Analyst Says.
Northrop Grumman shares were declining Friday after an analyst at J.P. Morgan downgraded the stock, citing concerns over valuation and the future of defense shares. J.P. Morgan analyst Seth Seifman do...
5 Chip Stocks for Investors Who Want to Buy the Dip
Text size Cowen has a $70 price target for Marvell Technology Remusrigo/Dreamstime It has been a rough year for chip stocks, but investors should look beyond short-term weakness. Five semiconductor st...
Buy Verizon Stock for a Turnaround and Its Big Dividend, Says Analyst
Text size The Verizon logo is seen at a Verizon Wireless store in San Francisco. Justin Sullivan/Getty Images Oppenheimer believes Verizon Communications stock is now too cheap to ignore. On Wednesday...
Logistics Not to Blame for Tesla’s Deliveries Miss. There Is a Bigger Reason.
Tesla stock was getting hammered after weaker-than-expected third-quarter delivery numbers. Wall Street seems to believe the shortfall was due to logistics. That isn’t what investors are worried about...
A Tesla Bull Sees Demand Softening. The Price Target Is Cut Again.
Elon Musk’s actions with Twitter aren’t the only thing concerning Tesla fans as the electric-vehicle stock heads for its worst-ever quarter. Tesla (ticker: TSLA) is now facing competitive headwinds in...