SunTrust analyst William Stein lowered his price target on Xilinx to $94 and kept his Hold rating after its "mixed" Q3 results and "well below consensus" outlook for Q4. The analyst notes that he is "tempted" to be more constructive on the stock given the low expectations and his view of a completed "reset", but sees its segment revenue growth trends becoming too "volatile". Stein adds that a neutral rating on Xilinx is warranted until there is greater clarity around its model, saying he prefers Nvidia (NVDA) given its similar earnings multiple with "clearer" growth drivers.