A new report from Credit Suisse highlights specific chip and chip equipment stocks rated Outperform that could have solid earnings, with many having the potential to exceed street estimates.
Merrill Lynch analysts continue to be positive on the semiconductor sector. They see tailwinds from a macroeconomic pick-up, rising content in all end markets, a disciplined supply chain and an accelerating pace…
A new addition to the Merrill Lynch U.S.1 list prompted us to review their top stocks to buy, and they are not the same old monkey-see, monkey-do ideas that are so common…
A bearish contingent on Wall Street says that says the PC game is all but over, and top chip stocks are in trouble. In a new research report, the analysts at Jefferies…
These are the top analyst upgrades, downgrades and initiations seen on Wednesday, April 9, 2014. They include Apache, Arch Coal, CBOE, Chevron, GM and Nasdaq OMX.
In a new report, the chip analysts at Deutsche Bank said the sector is fully pricing in all the good news, and if companies miss their numbers or present lackluster guidance they…
The obvious benefits to Apple Inc. (NASDAQ: AAPL) and China Mobile Ltd. (NYSE: CHL) from the deal announced Sunday night also trickle down to semiconductor makers that supply Apple with memory and…
In a new research report, the Merrill Lynch team points out that the sector is trading at the steepest discount to the market in its history. It seems that 2014 might be…
ThinkstockAvago Technologies Ltd. (NASDAQ: AVGO) announced Monday morning that it will acquire LSI Corp. (NASDAQ: LSI) for $11.15 a share, or a total of about $6.6 billion. The stock in both firms…
Jim Henderson, via Wikimedia CommonsThe 2013 annual Nasdaq rebalance occurs on the close Friday December 20 (triple witching date as well as rebalance date for other indices in the U.S.). During this…
ThinkstockCredit Suisse has made many key changes to its universe of Top Picks. This is the firm’s sector-by-sector report showing the three top picks from the firm’s analysts. For each stock that…
ThinkstockFirst-quarter earnings season for the semiconductor sector yielded generally in-line results and guidance, somewhat calming investor fears. While the resulting outperformance in the semiconductor index (SOX) is a relief, the Deutsche Bank…
ThinkstockThe stock market has had a tremendous first quarter, and semiconductor stocks as a sector are up more than 15%. Even though many Wall St. analysts and equity strategists see the market…
ThinkstockCredit Suisse is out with its outlook for semiconductors in 2013. The report sounds great at first when you hear “Irresistible Cyclical Bottom,” but then you have to realize that it is followed…
These are some of the top analyst upgrades, downgrades and initiations seen in Wall St. research calls this Thursday. Altera Corp. (NASDAQ: ALTR) started at Neutral at SunTrust Robinson Humphrey. Analog Devices Inc.…
