Technology

Intel (NASDAQ:INTC) stock Analyst Ratings

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Intel (NASDAQ:INTC) stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 01/02/2024 -5.94% Stifel $38 → $45 Maintains Hold 12/15/2023 4.52% B of A Securities $32 → $50 Upgrades Underperform → Neutral 12/12/2023 0.33% Raymond James $42 → $48 Maintains Outperform 12/05/2023 8.7% Benchmark $42 → $52 Maintains Buy 11/16/2023 4.52% Mizuho $37 → $50 Upgrades Neutral → Buy 10/27/2023 -18.48% Morgan Stanley $35 → $39 Maintains Equal-Weight 10/27/2023 -64.46% Rosenblatt → $17 Reiterates Sell → Sell 10/27/2023 -16.39% Needham → $40 Reiterates Buy → Buy 10/27/2023 -31.02% HSBC $27 → $33 Upgrades Reduce → Hold 10/25/2023 -16.39% Raymond James $42 → $40 Maintains Outperform 10/19/2023 -20.57% Susquehanna $37 → $38 Maintains Neutral 10/05/2023 -16.39% Needham → $40 Reiterates Buy → Buy 10/04/2023 17.06% Northland Capital Markets $45 → $56 Maintains Outperform 10/04/2023 -26.84% Roth MKM → $35 Reiterates Neutral → Neutral 10/04/2023 […]

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Memory Chip Vendors Such As Samsung Electronics And Micron Technology Are Considering Raising Dram Prices By 15-20% In Q1 Of 2024

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‘Memory Chip Vendors Such As Samsung Electronics And Micron Technology Are Considering Raising Dram Prices By 15-20% In Q1 Of 2024, According To Sources At Memory Module Houses’ – DigiTimes Alert

Memory Chip Vendors Such As Samsung Electronics And Micron Technology Are Considering Raising Dram Prices By 15-20% In Q1 Of 2024 Read Post »

Apple Watch Series 9, Apple Watch Ultra 2 Will Become Available For Purchase Again In US And From Apple.com Tomorrow By 12 PM PT – Bloomberg Reporter

/ / Technology /

Apple Watch Series 9, Apple Watch Ultra 2 Will Become Available For Purchase Again In US And From Apple.com Tomorrow By 12 PM PT – Bloomberg Reporter.

Apple Watch Series 9, Apple Watch Ultra 2 Will Become Available For Purchase Again In US And From Apple.com Tomorrow By 12 PM PT – Bloomberg Reporter Read Post »

ARM Holdings (NASDAQ:ARM) stock Analyst Ratings

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ARM Holdings (NASDAQ:ARM) stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 12/26/2023 50.5% Rosenblatt $85 → $110 Maintains Buy 12/18/2023 -4.23% Deutsche Bank $60 → $70 Downgrades Buy → Hold 11/20/2023 -4.23% Wells Fargo → $70 Initiates Coverage On → Overweight 11/10/2023 -24.75% Morgan Stanley → $55 Initiates Coverage On → Equal-Weight 10/18/2023 -11.07% Keybanc → $65 Initiates Coverage On → Overweight 10/10/2023 -13.8% Daiwa Capital → $63 Initiates Coverage On → Buy 10/09/2023 -5.6% Loop Capital → $69 Initiates Coverage On → Buy 10/09/2023 16.29% Rosenblatt → $85 Initiates Coverage On → Buy 10/09/2023 — Wolfe Research Initiates Coverage On → Peer Perform 10/09/2023 -11.07% B of A Securities → $65 Initiates Coverage On → Buy 10/09/2023 -15.17% Mizuho → $62 Initiates Coverage On → Buy 10/09/2023 -12.44% Guggenheim → $64 Initiates Coverage On → Buy 10/09/2023 -13.8% TD Cowen →

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“Big Design-software Companies In Talks To Merge; An Acquisition By Synopsys Of Ansys, Which Has A Market Value Of Nearly $30B, Could Be Struck Early In 2024” – WSJ

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Synopsys is in talks to acquire Ansys in a move that would create a new design-software giant and mark one of the first big merger deals of the new year. An acquisition of Ansys, which has a market value of nearly $30 billion, could be struck early in 2024, according to people familiar with the matter. The talks could still fall apart, and another suitor could emerge.

“Big Design-software Companies In Talks To Merge; An Acquisition By Synopsys Of Ansys, Which Has A Market Value Of Nearly $30B, Could Be Struck Early In 2024” – WSJ Read Post »

Oracle (NYSE:ORCL) stock Analyst Ratings

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Oracle (NYSE:ORCL) stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 12/22/2023 — Erste Group Downgrades Buy → Hold 12/12/2023 0.41% Morgan Stanley $107 → $106 Maintains Equal-Weight 12/12/2023 23.14% Evercore ISI Group $135 → $130 Maintains Outperform 12/12/2023 23.14% Wolfe Research $140 → $130 Maintains Outperform 12/12/2023 19.35% BMO Capital $130 → $126 Maintains Market Perform 12/12/2023 18.4% UBS $135 → $125 Maintains Buy 12/12/2023 18.4% Piper Sandler $130 → $125 Maintains Overweight 11/13/2023 — Edward Jones Upgrades Hold → Buy 10/23/2023 1.35% Morgan Stanley $106 → $107 Maintains Equal-Weight 10/09/2023 27.88% Evercore ISI Group $131 → $135 Upgrades In-Line → Outperform 09/25/2023 23.14% BMO Capital $132 → $130 Maintains Market Perform 09/22/2023 42.09% Guggenheim → $150 Reiterates Buy → Buy 09/22/2023 23.14% Piper Sandler → $130 Reiterates Overweight → Overweight 09/21/2023 4.2% Berenberg $82.5 → $110 Maintains Hold 09/19/2023 42.09% Mizuho

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Analog Devices, Inc. (NASDAQ:ADI) Stock Analyst Ratings

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Analog Devices, Inc. (NASDAQ:ADI) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 12/22/2023 — Edward Jones Upgrades Hold → Buy 11/22/2023 8.26% Oppenheimer → $215 Reiterates Outperform → Outperform 11/22/2023 -11.88% Piper Sandler $190 → $175 Maintains Neutral 11/22/2023 5.75% Susquehanna $215 → $210 Maintains Positive 11/22/2023 5.75% UBS $200 → $210 Maintains Buy 11/22/2023 3.73% Truist Securities $213 → $206 Maintains Buy 11/22/2023 10.28% Morgan Stanley $225 → $219 Maintains Overweight 11/17/2023 13.3% Morgan Stanley $176 → $225 Upgrades Equal-Weight → Overweight 11/13/2023 0.71% UBS $210 → $200 Maintains Buy 10/11/2023 -11.38% Morgan Stanley $185 → $176 Maintains Equal-Weight 09/18/2023 8.26% Susquehanna → $215 Reiterates Positive → Positive 08/24/2023 8.26% Susquehanna $225 → $215 Maintains Positive 08/24/2023 -11.88% Wells Fargo $185 → $175 Maintains Equal-Weight 08/24/2023 5.75% Baird $235 → $210 Maintains Outperform 08/24/2023 5.75% UBS $215 → $210 Maintains Buy

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Apple Vision Pro Could Be Ready by February: Report

/ / Technology /

Apple Inc. (AAPL) is ramping up production of the Vision Pro mixed-reality headset for a launch by February. Production of the $3,499 headset, which would compete with products from Meta Platforms Inc. (META) and Microsoft Corp. (MSFT) , is proceeding quickly at facilities in China, according to a Bloomberg report citing people with knowledge of the matter. Apple’s plan is for the Vision Pro to be ready at retail outlets by February, the people said. -Jon Swartz

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Micron Technology Q1 Results Indicate Improvement But Challenges Remain, Morgan Stanley Says

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Micron Technology’s (MU) fiscal Q1 results indicate some improvement from the company’s recent underperformance, Morgan Stanley said in a note on Thursday. “This quarter makes us feel better about some of the Micron-specific earnings underperformance of late, though it does not convince us that we are back at peak earnings in CY25,” the investment firm said. The note said that “low realized price increases in November (up low single digits) do leave more room for pent-up price increases in May.” But there may also be “supply demand challenges for 2024, as DRAM shipments in 2h23 were not strong enough to give us conviction on next year,” the investment firm said. Morgan Stanley raised its price target on Micron to $74.75 from $71.50 while keeping its underweight rating. “Our through-cycle earnings expectations have not changed, and reflect a premium to trailing 5 years earnings, but we are raising the multiple given

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Salesforce Likely to Achieve Accelerated Revenue Growth in FY25, Exceeding Investor Expectations, Morgan Stanley Says

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Salesforce (CRM) is expected to achieve accelerated revenue growth through fiscal-year 2025, exceeding investor expectations, Morgan Stanley said in a note e-mailed Thursday. “We see several vectors for Salesforce to drive top-line upside versus muted investor growth expectations, yielding accelerating revenue growth through FY25,” Morgan Stanley said. Investors have modest expectations, but the possibility of increased prices, bundled products, and widespread adoption of data cloud present an appealing balance of risk and reward for Salesforce. Although the surge in GenAI applications might take over a year to materialize, data cloud will likely prove a bridge to better growth in 2024, Morgan Stanley said. Despite a solid and improving positioning for generative AI, the stock continues to trade at a discount to large cap software peers on a growth-adjusted GAAP earnings basis, presenting a “compelling risk-reward ahead,” it added. Morgan Stanley upgraded Salesforce to overweight and increased its price target to

Salesforce Likely to Achieve Accelerated Revenue Growth in FY25, Exceeding Investor Expectations, Morgan Stanley Says Read Post »

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