Merrill Lynch analysts make the case that semiconductor stocks could move higher on solid earnings, seasonal strength and hopes for a 2020 recovery.
Tuesday's top analyst upgrades, downgrades and initiations included Analog Devices, Blackstone, Bloom Energy, Cleveland-Cliffs, Ford, Micron Technology, PG&E, Snap and VMWare.
While the trade issues and the slowdown in the sector may not be settled anytime soon, aggressive growth accounts could start to nibble at these top semiconductor stocks.
The top analyst upgrades, downgrades and initiations on Wednesday included Acacia Communications, Baidu, BioMarin Pharmaceuticals, Boeing, BP, CSX, Deere, HCA, PepsiCo, Redfin, S&P Global, Trimble, Visa and Zillow.
The top analyst upgrades, downgrades and initiations on Monday included Analog Devices, At Home, Boston Beer, PagSeguro Digital, Redfin, Sirius XM and United Technologies.
The top analyst upgrades, downgrades and initiations seen on Monday included Alcon, Analog Devices, Big Lots, CACI, CenterPoint Energy, Cree, Lyft, Teva Pharmaceutical and WellCare Health Plans.
Jefferies points out that it will be quite a while before 5G wireless is sufficiently widespread for the average consumer in the United States to take advantage of it. So should investors…
SunTrust is right to say that looking past current issues to the future could be a smart play now. These three top companies have strong franchises that should remain positive for years…
The top analyst upgrades, downgrades and initiations seen on Tuesday included Alphabet, Bank of America, Chipotle Mexican Grill, Cognex, Disney, Dollar General, SAP, Southwest Airlines, Western Digital and Yum China.
The semiconductor team at SunTrust Robinson Humphrey are pumping the brakes like many, but they do have three top companies that they like going into the first-quarter earnings reports.
Given the low expectations for the semiconductors, 5G and data center optical plays are still the way to be positioned, and these top stocks are among the best ways to be involved.
Lee Jackson The top analyst upgrades, downgrades and initiations seen on Monday included Akamai Technologies, Analog Devices, Enphase Energy, LivePerson, NCR, Nu Skin, Tiffany and Valero Energy.
These top tech stocks were eviscerated in the October and November selling, but for investors able to look past the rubble, there could be tremendous short-term and longer-term opportunities.
The top analyst upgrades, downgrades and initiations seen on Wednesday included Apple, Baker Hughes, Biogen, FedEx, Intel, Micron Technology, Roku and Shake Shack.
Like many top Wall Street firms, SunTrust is extremely cautious in its sector coverage, but the firm also sees tremendous growth ahead for semiconductors in certain areas.
