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Piper Sandler analyst… Piper Sandler analyst Harsh Kumar is "moving to a more positive stance" on semiconductor stocks following a more cautious approach since the beginning of the year. The "investor estimate cut wish is mostly priced into stocks at current levels when using a historical average multiple," Kumar tells investors in a research note. The analyst believes semiconductor companies will see a normal slowdown compared to trade war and COVID uncertainty multiples. While we are not trying to call the bottom, we believe investors should be buying semiconductor stocks at current levels," contends Kumar. The analyst's top picks are AMD (AMD) which he upgraded this morning to Overweight, Qualcomm (QCOM), Marvell (MRVL), ON (ON) and Impinj (PI). ShowHide Related Items >><< - 05/09/22
- Wolfspeed, Rhombus Energy collaborate for faster EV charging infrastructure
- 04/25/22
- Wolfspeed says Lucid integrates Silicon Carbide solutions into Lucid Air
- 02/15/22
- Wolfspeed CTO Dr. Palmour elected to National Academy of Engineering
- 01/03/22
- Wolfspeed rises 6.6%
- 12/16/21
- Skyworks drops 10% following Bloomberg report, Broadcom down 3%
- 12/16/21
- Broadcom, Skyworks fall after Bloomberg says Apple hiring to in-house chips
- 04/08/22
- Micron names Mark Murphy as EVP and CFO, effective April 18
- 04/05/22
- Micron appoints Mark Murphy as eVP, CFO
- 04/05/22
- Qorvo announces CFO Murphy departing to join Micron as its CFO
- 02/07/22
- Qorvo awarded $4.1M NIH contract for SARS-CoV-2/Flu Combo, Antigen Pooling
- 04/26/22
- Borqs Technologies enters India market for auto telematics
- 04/25/22
- Qualcomm names Jim Cathey chief commercial officer
- 04/25/22
- Qualcomm appoints Jim Cathey as CCO, Qualcomm Technologies
- 04/25/22
- Qualcomm appoints Jim Cathey as Chief Commercial Officer
- 02/03/22
- Impinj names Steve Sanghi as board Chair
- 02/03/22
- Impinj names Hussein Mecklai as COO
- 05/13/22
- Starboard takes stake in Humana, exits System1
- 03/30/22
- ON Semiconductor director sells $1.3M in common stock
- 02/28/22
- ON Semiconductor to divest Maine fab to Diodes, terms undisclosed
- 02/14/22
- Starboard Value adds GoDaddy, boosts Huntsman in Q4
- $172.57 /
-4.395 (-2.48%) - 05/10/22
- NetApp teams with Nvidia to accelerate HPC/AI supercomputing infrastructure
- 05/06/22
- Nvidia pays $5.5M to settle SEC charges over crypto disclosures
- 04/04/22
- MicroVision appoints Jeffrey Herbst to board of directors
- 05/16/22
- Tepper's Appaloosa buys two casinos in Q1, exits T-Mobile and GM
- 05/12/22
- Micron CEO: Our end markets are well diversified
- 05/12/22
- Micron to raise dividend to 11.5c from 10c per share
- 05/11/22
- Micron announces it has surpassed 50,000 lifetime patents
- 05/09/22
- Marvell to acquire Tanzanite in an all-cash transaction
- 04/20/22
- Marvell appoints Sara Andrews to board of directors
- 04/14/22
- Worldwide semiconductor revenue grew 26% in 2021, Gartner says
- 03/14/22
- Marvell CEO: The company is performing extremely well
- 05/10/22
- II-VI unveils node-on-a-blade platform
- 05/04/22
- II-VI extends ion implanter disk refurbishing services to Asia
- 05/03/22
- II-VI, Coherent refile premerger notification, report form with FTC, DOJ
- 04/22/22
- II-VI signs renewable energy contracts for nine U.S. sites
- 05/06/22
- TD Synnex secures cybersecurity aggregator agreement with Broadcom
- 05/03/22
- Broadcom announces opportunities for solutions with Z16 Mainframe
- 04/24/22
- Fly Intel: Top five weekend stock stories
- 04/19/22
- Blackbaud names Sudip Datta as Chief Product Officer
- 05/10/22
- AMD announces three new Radeon RX 6000 series graphic cards
- 05/05/22
- AMD announces Ryzen 5000 C-Series Processors
- 04/20/22
- AMD says EPYC processors power Oracle Cloud Infrastructure instances
- 04/19/22
- AMD showcases AMD EPYC processors at Constructors' Championship
- 05/02/22
- Akoustis ships second XBAW filter design to tier-1 5G mobile customer
- 04/27/22
- Akoustis receives two new Wi-Fi 6E design wins from two new customers
- 02/22/22
- Akoustis receives 5G mobile XBAW filter development order
- 02/10/22
- Akoustis appoints Ken Boller as CFO
- 03/28/22
- Ambarella hires new CFO, Brian White, formerly with Maxim Integrated Products
- 03/28/22
- Analog Devices, Gridspertise team on smart grid resiliency, electrification
- 03/04/22
- Analog Devices to invest EUR 100M in Europe operations with ADI Catalyst
- 02/16/22
- Analog Devices declares 10% increase in dividend to 76c per share
- 05/17/22 Piper Sandler
- AMD upgraded to Overweight from Neutral at Piper Sandler
- 05/11/22 Citi
- April notebook shipments well below expectations, says Citi
- 05/04/22 Craig-Hallum
- AMD price target lowered to $130 from $160 at Craig-Hallum
- 05/04/22 Jefferies
- AMD price target lowered to $147 from $155 at Jefferies
- 05/02/22 Piper Sandler
- Akoustis price target lowered to $7 from $10.50 at Piper Sandler
- 02/01/22 Craig-Hallum
- Akoustis price target lowered to $12 from $18 at Craig-Hallum
- 01/31/22 Oppenheimer
- Akoustis price target lowered to $10 from $13 at Oppenheimer
- 01/31/22 Piper Sandler
- Akoustis price target lowered to $10.50 from $12.50 at Piper Sandler
- 04/08/22 Truist
- Analog Devices price target lowered to $194 from $208 at Truist
- 04/06/22 Citi
- Analog Devices revenue target is aggressive, says Citi
- 04/05/22 Piper Sandler
- Analog Devices positioned for secular growth drivers, says Piper Sandler
- 03/25/22 BofA
- BofA tactically most constructive on 'MANGO' stocks in U.S. Semiconductors
- 04/14/22 Credit Suisse
- TSMC results may give 'tactical reprieve' to U.S. Semis, says Credit Suisse
- 04/08/22 Truist
- Broadcom price target lowered to $657 from $686 at Truist
- 03/04/22 KeyBanc
- Broadcom price target raised to $720 from $710 at KeyBanc
- 05/10/22 Raymond James
- II-VI price target raised to $82 from $79 at Raymond James
- 04/14/22 Craig-Hallum
- II-VI price target lowered to $85 from $100 at Craig-Hallum
- 02/11/22 Canaccord
- II-VI price target lowered to $88 from $104 at Canaccord
- 02/10/22 Citi
- II-VI price target raised to $75 from $68 at Citi
- 04/25/22 Raymond James
- Marvell upgraded to Outperform from Market Perform at Raymond James
- 04/25/22 Raymond James
- Marvell upgraded to Outperform from Market Perform at Raymond James
- 04/25/22 Barclays
- Marvell price target lowered to $80 from $90 at Barclays
- 04/20/22 Deutsche Bank
- Marvell price target lowered to $80 from $90 at Deutsche Bank
- 05/13/22 Evercore ISI
- Evercore reiterates Outperform rating, $90 target on Micron after analyst day
- 05/13/22 Wells Fargo
- Micron shares deserve rerating, says Wells Fargo
- 05/13/22 Citi
- Citi reiterates $120 price target on Micron after analsyt meeting
- 04/01/22 Citi
- NAND memory news to be catalyst for Lam Research, says Citi
- $172.57 /
-4.395 (-2.48%) - 05/03/22 Morgan Stanley
- Nvidia resumed with an Equal Weight at Morgan Stanley
- 04/25/22 Barclays
- Nvidia price target lowered to $295 from $350 at Barclays
- 04/20/22 Deutsche Bank
- Nvidia price target lowered to $255 from $285 at Deutsche Bank
- 04/20/22 Piper Sandler
- Nvidia will be active buying back shares, says Piper Sandler
- 05/11/22 Wells Fargo
- ON Semiconductor upgraded to Overweight from Equal Weight at Wells Fargo
- 05/03/22 Mizuho
- ON Semiconductor price target raised to $68 from $65 at Mizuho
- 05/02/22 Piper Sandler
- ON Semiconductor reported 'fantastic' results, says Piper Sandler
- 04/20/22 Mizuho
- ON Semiconductor price target lowered to $65 from $68 at Mizuho
- 05/05/22 Craig-Hallum
- Qorvo price target lowered to $180 from $225 at Craig-Hallum
- 05/05/22 Raymond James
- Qorvo price target lowered to $155 from $180 at Raymond James
- 05/05/22 Wells Fargo
- Qorvo price target lowered to $175 from $185 at Wells Fargo
- 05/05/22 Susquehanna
- Qorvo price target lowered to $120 from $150 at Susquehanna
- 05/05/22 Tigress Financial
- Qualcomm price target raised to $238 from $195 at Tigress Financial
- 05/04/22 Cowen
- Skyworks price target lowered to $160 from $175 at Cowen
- 04/28/22 Wells Fargo
- Qualcomm price target lowered to $150 from $185 at Wells Fargo
- 04/28/22 Susquehanna
- Qualcomm price target lowered to $165 from $190 at Susquehanna
- 05/04/22 Craig-Hallum
- Skyworks price target lowered to $180 from $220 at Craig-Hallum
- 05/04/22 Benchmark
- Skyworks price target lowered to $155 from $190 at Benchmark
- 05/05/22 Piper Sandler
- Wolfspeed price target lowered to $130 from $160 at Piper Sandler
- 04/25/22 Wells Fargo
- Wells says Wolfspeed design win with Lucid further validation of SiC portfolio
- 03/28/22 SMBC Nikko
- Wolfspeed initiated with an Outperform at SMBC Nikko
- 03/24/22 Citi
- Wolfspeed added to US Focus List at Citi
- 04/28/22 Lake Street
- Impinj price target lowered to $87 from $100 at Lake Street
- 04/28/22 Roth Capital
- Impinj price target lowered to $76 from $95 at Roth Capital
- 04/27/22 Piper Sandler
- Impinj price target lowered to $80 from $100 at Piper Sandler
- 01/12/22 Canaccord
- Impinj price target raised to $100 from $95 at Canaccord
- 05/04/22
- Wolfspeed sees Q4 adjusted EPS (13c)-(7c), consensus (12c)
- 05/04/22
- Wolfspeed reports Q3 adjusted EPS (12c), consensus (14c)
- 01/26/22
- Wolfspeed sees Q3 adjusted EPS (16c)-(12c), consensus (17c)
- 01/26/22
- Wolfspeed reports Q2 adjusted EPS (16c), consensus (18c)
- 05/03/22
- Skyworks sees Q3 adjusted EPS $2.36 at midpoint of revenue range
- 05/03/22
- Skyworks reports Q2 adjusted EPS $2.63, consensus $2.63
- 02/03/22
- Skyworks sees Q2 adjusted EPS midpoint $2.62, consensus $2.60
- 05/04/22
- Qorvo sees Q1 EPS $2.00-$2.25, consensus $2.78
- 05/04/22
- Qorvo reports Q4 EPS $3.12, consensus $2.92
- 05/04/22
- Notable companies reporting after market close
- 02/02/22
- Qorvo sees Q4 EPS $2.94 , consensus $2.87
- 04/27/22
- Qualcomm sees Q3 adjusted EPS $2.75-$2.95, consensus $2.59
- 04/27/22
- Qualcomm reports Q2 adjusted EPS $3.23, consensus $2.91
- 04/27/22
- Qualcomm reports Q2 adjusted EPS $3.23, consensus $2.91
- 04/27/22
- Notable companies reporting after market close
- 04/27/22
- Impinj sees Q2 EPS (5c) to 1c, consensus 0c
- 04/27/22
- Impinj reports Q1 EPS 9c, consensus (1c)
- 02/09/22
- Impinj sees Q1 EPS (5c) to 1c, consensus (3c)
- 02/09/22
- Impinj reports Q4 EPS 16c, consensus 2c
- 05/02/22
- ON Semiconductor sees Q2 EPS $1.20-$1.32, consensus $1.05
- 05/02/22
- ON Semiconductor reports Q1 EPS $1.22, consensus $1.05
- 02/07/22
- ON Semiconductor sees Q1 EPS 98c-$1.01, consensus 81c
- 02/07/22
- ON Semiconductor reports Q4 EPS 96c, consensus 94c
- $172.57 /
-4.395 (-2.48%) - 02/16/22
- Nvidia sees Q1 revenue $8.1B +/- 2%, consensus $7.29B
- 02/16/22
- Nvidia reports Q4 EPS $1.32, consensus $1.22
- 02/16/22
- Notable companies reporting after market close
- 11/17/21
- Nvidia sees Q4 revenue $7.4B +/- 2%, consensus $6.86B
- 03/29/22
- Micron sees Q3 EPS of $2.46, plus or minus 10c, consensus $2.21
- 03/29/22
- Micron reports Q2 EPS $2.14, consensus $1.97
- 03/29/22
- Notable companies reporting after market close
- 12/20/21
- Micron reports Q1 EPS $2.16, consensus $2.11
- 03/03/22
- Marvell sees Q1 adjusted EPS 51c +/- 3c, consensus 50c
- 03/03/22
- Marvell reports Q4 adjusted EPS 50c, consensus 48c
- 12/02/21
- Marvell sees Q4 adjusted EPS 48c +/- 3c, consensus 42c
- 05/10/22
- II-VI sees Q4 adjusted EPS 85c-$1.00, consensus 92c
- 05/10/22
- II-VI reports Q3 adjusted EPS 95c, consensus 85c
- 05/09/22
- Notable companies reporting before tomorrow's open
- 03/03/22
- Broadcom sees Q2 revenue $7.9B, consensus $7.43B
- 03/03/22
- Broadcom reports Q1 adjusted EPS $8.39, consensus $8.08
- 03/03/22
- Notable companies reporting after market close
- 12/09/21
- Broadcom sees Q1 revenue $7.6B, consensus $7.25B
- 05/03/22
- AMD raises FY22 revenue view to $26.3B from $21.5B, consensus $25.15B
- 05/03/22
- AMD sees Q2 revenue $6.5B, plus or minus $200M, consensus $6.38B
- 05/03/22
- AMD reports Q1 EPS $1.13, consensus 91c
- 05/03/22
- Notable companies reporting after market close
- 05/02/22
- Akoustis reports Q3 adjusted EPS (22c), consensus (22c)
- 01/31/22
- Akoustis expects 'another quarter of record revenue' in March quarter
- 01/31/22
- Akoustis reports Q2 EPS (29c), consensus (20c)
- 04/05/22
- Analog Devices sees long-term revenue growth CAGR 7%-10%
- 04/05/22
- Analog Devices sees path to $15 of EPS, 40% free cash flow by 2027
- 02/16/22
- Analog Devices sees Q2 EPS $2.07, plus/minus 10c , consensus $1.84
- 02/16/22
- Analog Devices reports Q1 EPS $1.94, consensus $1.78
- 12/16/21
- Apple hiring team to develop wireless chips in-house, Bloomberg reports
- 12/16/21
- Apple seeks to make chips now bought from Broadcom, Skyworks, Bloomberg says
- 01/01/22
- Chip stocks are booming, still some bargains out there, Barron's says
- 04/08/22
- Meta Platforms to use Qualcomm chip for smart glasses, The Information says
- 03/31/22
- Qualcomm failed to land Meta as flagship AI chip customer, The Information says
- 01/04/22
- Qualcomm and Microsoft team on new chips for AR glasses, The Verge reports
- 12/22/21
- Amazon, other technology firms drop CES plans due to omicron, Reuters reports
- $172.57 /
-4.395 (-2.48%) - 04/23/22
- Nvidia could be big tech's next casualty, Barron's says
- 03/23/22
- Nvidia 'interested' in exploring Intel as foundry, Reuters reports
- 03/23/22
- Nvidia CEO says foundry talks with Intel 'would take long time,' Bloomberg says
- 03/23/22
- Nvidia CEO says interested in exploring Intel as foundry, Reuters reports
- 05/14/22
- Western Digital, Micron look 'impossibly' cheap, Barron's says
- 04/02/22
- Micron trades like a commodity, stock deserves better, Barron's says
- 03/31/22
- Apple seeks to diversify memory chip suppliers, Bloomberg reports
- 03/17/22
- Intel, Micron CEOs to testify to Senate for $52B in subsidies, Reuters reports
- 04/23/22
- Merck, CVS among dividend stocks to help whip inflation now, Barron's says
- 04/22/22
- Broadcom once again in FTC crosshairs over antitrust, Information says
- 03/05/22
- Cloud stocks have become a haven in tech, Barron's says
- 12/20/21
- Apple looking to develop own RF solutions, modem chips, DigiTimes reports
- 02/13/22
- Best-performing chip stock Synaptics still a buy, Barron's says
- 02/01/22
- China to launch platform for collaboration with Intel, AMD, Nikkei reports
- 01/20/22
- Xilinx-AMD deal on course for approval from China's SAMR, Dealreporter says
- 12/28/21
- AMD will not have physical presence at CES 2022, Tom's Hardware says
- 02/01/22
- Fly Intel: What to watch in auto sector earnings reports
- 01/26/22
- Fly Intel: After-Hours Movers
- 05/03/22
- Fly Intel: After-Hours Movers
- 02/04/22
- Wall Street in Fives - Must Read Lists for Friday
- 02/04/22
- Wall Street in Fives - Must Read Lists at Midday
- 05/05/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 05/04/22
- Fly Intel: After-Hours Movers
- 03/28/22
- What You Missed On Wall Street On Monday
- 03/28/22
- What You Missed On Wall Street This Morning
- 04/28/22
- What You Missed On Wall Street On Thursday
- 04/28/22
- What Wall Street is saying about Apple ahead of earnings
- 04/28/22
- What You Missed On Wall Street This Morning
- 04/28/22
- Fly Intel: Pre-market Movers
- 02/09/22
- Fly Intel: After-Hours Movers
- 05/02/22
- What You Missed On Wall Street On Monday
- 05/02/22
- What You Missed On Wall Street This Morning
- 02/07/22
- Wall Street in Fives - Must Read Lists for Monday
- 02/07/22
- Wall Street in Fives - Must Read Lists at Midday
- $172.57 /
-4.395 (-2.48%) - 05/03/22
- What You Missed On Wall Street On Tuesday
- 05/03/22
- What You Missed On Wall Street This Morning
- 03/30/22
- What You Missed On Wall Street On Wednesday
- 03/30/22
- What You Missed On Wall Street This Morning
- 03/30/22
- Fly Intel: Pre-market Movers
- 03/29/22
- Fly Intel: After-Hours Movers
- 03/04/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 12/03/21
- Wall Street in Fives - Must Read Lists for Friday
- 12/03/21
- Wall Street in Fives - Must Read Lists at Midday
- 01/03/22
- Wall Street in Fives - Must Read Lists for Monday
- 01/03/22
- Wall Street in Fives - Must Read Lists at Midday
- 01/03/22
- Fly Intel: Pre-market Movers
- 03/04/22
- What You Missed On Wall Street On Friday
- 03/04/22
- What You Missed On Wall Street This Morning
- 03/03/22
- Fly Intel: After-Hours Movers
- 12/27/21
- Fly Insider: Hyatt, Alnylam among week's notable insider trades
- 05/13/22
- Here's What You Missed in Crypto This Week
- 05/06/22
- Here's What You Missed in Crypto This Week
- 05/04/22
- What You Missed On Wall Street On Wednesday
- 05/04/22
- What You Missed On Wall Street This Morning
- 05/02/22
- Fly Intel: Pre-market Movers
- 01/31/22
- Wall Street in Fives - Must Read Lists for Monday
- 01/31/22
- Wall Street in Fives - Must Read Lists at Midday
- 01/31/22
- Fly Intel: Pre-market Movers
- 04/11/22
- Fly Insider: Icosavax, Analog Devices among week's notable insider trades
- 02/16/22
- Fly Intel: Pre-market Movers
- 01/26/22
- Wolfspeed options imply 11.1% move in share price post-earnings
- 04/14/22
- Skyworks put volume heavy and directionally bearish
- 02/02/22
- Skyworks call volume above normal and directionally bullish
- 12/16/21
- Skyworks put volume heavy and directionally bearish
- 02/02/22
- Qorvo options imply 6.8% move in share price post-earnings
- 04/28/22
- Early notable gainers among liquid option names on April 28th
- 04/27/22
- Qualcomm options imply 6.9% move in share price post-earnings
- 02/02/22
- Qualcomm options imply 8.1% move in share price post-earnings
- 02/02/22
- Unusually active option classes on open February 2nd
- 04/06/22
- ON Semiconductor call volume above normal and directionally bullish
- 03/25/22
- ON Semiconductor put volume heavy and directionally bearish
- 02/17/22
- ON Semiconductor put volume heavy and directionally bearish
- 02/07/22
- Unusually active option classes on open February 7th
- $172.57 /
-4.395 (-2.48%) - 04/14/22
- Notable open interest changes for April 14th
- 04/13/22
- Notable open interest changes for April 13th
- 04/07/22
- Notable open interest changes for April 7th
- 03/25/22
- Notable open interest changes for March 25th
- 05/09/22
- Micron call volume above normal and directionally bullish
- 04/20/22
- Early notable gainers among liquid option names on April 20th
- 03/31/22
- Notable open interest changes for March 31st
- 03/30/22
- Early notable gainers among liquid option names on March 30th
- 04/28/22
- Unusually active option classes on open April 28th
- 04/07/22
- Marvell call buyer realizes 23% same-day gains
- 04/06/22
- Marvell call volume above normal and directionally bullish
- 12/09/21
- Marvell call volume above normal and directionally bullish
- 12/14/21
- Broadcom put volume heavy and directionally bearish
- 12/10/21
- Early notable gainers among liquid option names on December 10th
- 12/09/21
- Broadcom options imply 3.2% move in share price post-earnings
- 05/04/22
- Notable open interest changes for May 4th
- 05/03/22
- Advanced Micro options imply 7.9% move in share price post-earnings
- 05/03/22
- Notable open interest changes for May 3rd
- 04/25/22
- Early notable gainers among liquid option names on April 25th
- 01/18/22
- Analog Devices put volume heavy and directionally bearish
- 01/07/22
- Analog Devices put volume heavy and directionally bearish
- 01/04/22
- Analog Devices put volume heavy and directionally bearish
- 12/01/21
- Analog Devices call volume above normal and directionally bullish
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