Technology

Lam Research (NASDAQ:LRCX) Stock Analyst Ratings

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Lam Research (NASDAQ:LRCX) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 02/12/2024 -2.02% Cantor Fitzgerald → $900 Reiterates Neutral → Neutral 01/29/2024 -2.02% Cantor Fitzgerald → $900 Reiterates Neutral → Neutral 01/29/2024 -4.2% Susquehanna $655 → $880 Maintains Neutral 01/26/2024 -0.72% Goldman Sachs $700 → $912 Maintains Buy 01/25/2024 6.14% Citigroup $800 → $975 Maintains Buy 01/25/2024 1.79% Mizuho $900 → $935 Maintains Buy 01/25/2024 3.42% Stifel $850 → $950 Maintains Buy 01/25/2024 -0.72% Goldman Sachs $700 → $912 Maintains Buy 01/25/2024 3.42% Raymond James $850 → $950 Maintains Outperform 01/25/2024 -10.19% Barclays $750 → $825 Maintains Equal-Weight 01/25/2024 -2.02% Needham $800 → $900 Maintains Buy 01/23/2024 -9.64% Cantor Fitzgerald → $830 Initiates Coverage On → Neutral 01/19/2024 -7.46% Raymond James $725 → $850 Maintains Outperform 01/16/2024 -7.46% Stifel $750 → $850 Maintains Buy 01/16/2024 -18.35% Barclays $600 → $750 Maintains Equal-Weight […]

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Texas Instruments (NASDAQ:TXN) Stock Analyst Ratings

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Texas Instruments (NASDAQ:TXN) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 02/12/2024 4.76% Cantor Fitzgerald → $170 Reiterates Neutral → Neutral 02/09/2024 1.68% Truist Securities $166 → $165 Maintains Hold 02/02/2024 2.29% Truist Securities $168 → $166 Maintains Hold 02/02/2024 4.76% Cantor Fitzgerald → $170 Reiterates Neutral → Neutral 01/24/2024 -7.57% Barclays $160 → $150 Maintains Equal-Weight 01/24/2024 -10.03% Morgan Stanley $138 → $146 Maintains Underweight 01/24/2024 23.24% Susquehanna $205 → $200 Maintains Positive 01/24/2024 1.06% Mizuho $170 → $164 Maintains Neutral 01/24/2024 4.76% Cantor Fitzgerald $180 → $170 Maintains Neutral 01/24/2024 3.52% Truist Securities $169 → $168 Maintains Hold 01/24/2024 23.24% Keybanc $180 → $200 Maintains Overweight 01/23/2024 17.08% Rosenblatt → $190 Reiterates Buy → Buy 01/23/2024 10.92% Cantor Fitzgerald → $180 Initiates Coverage On → Neutral 01/19/2024 20.16% UBS $170 → $195 Upgrades Neutral → Buy 01/16/2024 -1.4% Barclays $165

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Oracle Helps Customers Drive Efficiency in Global Supply Chains

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New logistics capabilities in Oracle Cloud SCM help customers increase visibility, reduce costs, automate compliance, and improve decision-making MUMBAI, India, Feb. 13, 2024 /PRNewswire/ — Oracle CloudWorld — To help organizations increase the efficiency of global supply chains, Oracle is introducing new logistics capabilities within Oracle Fusion Cloud Supply Chain & Manufacturing (SCM). The updates to Oracle Transportation Management and Oracle Global Trade Management, part of Oracle Cloud SCM, will help customers optimize logistics operations by increasing visibility, reducing costs, automating regulatory compliance, and improving decision-making. Organizations are facing significant supply chain challenges – from component shortages to disrupted shipping routes, ever-changing global trade agreements, and volatile customer demand. To quickly adapt their supply chains to the changing global business environment, logistics professionals need agile and efficient processes that can help them successfully navigate regulatory compliance, reduce the likelihood of trade bottlenecks, and mitigate the impact of on-going shipping disruptions. “The last few years

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Advanced Micro Devices (NASDAQ:AMD) Stock Analyst Ratings

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Advanced Micro Devices (NASDAQ:AMD) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 02/13/2024 16.19% Mizuho $175 → $200 Maintains Buy 02/12/2024 10.38% Cantor Fitzgerald → $190 Reiterates Overweight → Overweight 02/01/2024 4.58% Goldman Sachs $157 → $180 Maintains Buy 01/31/2024 45.24% Rosenblatt $200 → $250 Maintains Buy 01/31/2024 4.58% Raymond James $195 → $180 Maintains Outperform 01/31/2024 16.19% Wedbush → $200 Reiterates Outperform → Outperform 01/31/2024 13.29% Northland Capital Markets → $195 Upgrades Market Perform → Outperform 01/31/2024 1.09% Truist Securities $154 → $174 Maintains Hold 01/31/2024 10.38% Cantor Fitzgerald → $190 Reiterates Overweight → Overweight 01/31/2024 10.38% Roth MKM $125 → $190 Maintains Buy 01/31/2024 10.38% Wells Fargo $165 → $190 Maintains Overweight 01/31/2024 16.19% Susquehanna $210 → $200 Maintains Positive 01/31/2024 11.55% Citigroup $136 → $192 Maintains Buy 01/31/2024 4.58% JP Morgan $115 → $180 Maintains Neutral 01/31/2024 4.58% Goldman

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Broadcom (NASDAQ:AVGO) Stock Analyst Ratings

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Broadcom (NASDAQ:AVGO) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 02/13/2024 15.66% Mizuho $1250 → $1450 Maintains Buy 02/12/2024 3.7% Cantor Fitzgerald → $1300 Reiterates Overweight → Overweight 01/29/2024 3.7% Cantor Fitzgerald → $1300 Reiterates Overweight → Overweight 01/23/2024 3.7% Cantor Fitzgerald → $1300 Initiates Coverage On → Overweight 01/19/2024 5.69% Goldman Sachs → $1325 Reinstates → Buy 12/11/2023 -12.25% Citigroup → $1100 Reinstates → Buy 12/08/2023 -19.03% Truist Securities $995 → $1015 Maintains Buy 12/08/2023 -20.23% TD Cowen $900 → $1000 Maintains Market Perform 12/08/2023 -7.47% Rosenblatt $1000 → $1160 Maintains Buy 12/08/2023 — Summit Insights Group Upgrades Hold → Buy 12/04/2023 -20.23% Rosenblatt → $1000 Reiterates Buy → Buy 12/04/2023 -12.25% Oppenheimer $990 → $1100 Maintains Outperform 11/28/2023 -12.25% Susquehanna $1010 → $1100 Maintains Positive 11/24/2023 -4.28% Keybanc $1000 → $1200 Maintains Overweight 09/22/2023 -20.63% Truist Securities → $995 Reiterates

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Qualcomm’s Chip Share Inside IPhones Is Still Strong, Says Piper Sandler

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Qualcomm, a maker of mobile processors and 5G wireless chips, will retain its robust modem share for the iPhone this year, says Piper Sandler. On Tuesday, analyst Harsh Kumar reiterated his Overweight rating on Qualcomm stock with his $165 price target. Shares were down 1.8% to $150.30 in midday Tuesday trading, while the S&P 500 and Nasdaq Composite were lower by 1.2% and 1.5%. “Historically, prior to a major global modem launch, the modem maker has to ratify and qualify the modem across the globe,” he wrote. “We have heard no such news about an internal Apple modem. This leads us to strongly believe that just like 2023 iPhone modems, the 2024 iPhone is also likely to be 100% reliant on a QCOM modem.” The analyst noted Qualcomm and Apple signed a new three-year deal last September for phones to be introduced in 2024, 2025, and 2026. He believes the

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Nvidia (NASDAQ:NVDA) Checks Show Significant Revenue Upside Potential Amid Artificial Intelligence Demand, UBS Says

/ / Technology /

Nvidia (NASDAQ:NVDA) checks point to significant fiscal fourth-quarter and full-year revenue upside potential fueled by strong demand for artificial intelligence compute capacity, according to UBS. The brokerage increased its price target on the chipmaker to $850 from $580 and reiterated a buy rating on the stock in a research note emailed Tuesday. Nvidia is expected to report results for the fourth quarter of its fiscal 2024 period on Feb. 21. UBS sees Nvidia beating data-center revenue estimates by $2.5 billion to $3 billion. UBS estimates data-center revenue of $19.45 billion, implying sequential growth of 34%. The consensus view is for data-center revenue of $16.77 billion. The brokerage also expects total fourth-quarter revenue of $22.95 billion versus the Street’s $20.23 billion view. “Customer discussions confirm Nvidia’s lead times have come in substantially over the past few months, meaning shipment slots are still available in (the second half of 2024),” analysts Timothy

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Intel In Talks With Biden Administration For $10B Subsidy

/ / Technology /

Intel Corporation (NASDAQ:INTC) is reportedly in discussions with the Biden administration to receive over $10 billion in subsidies. This potential funding marks the largest allocation under a plan to revive semiconductor manufacturing in the United States, Bloomberg reported, citing people familiar with the matter. The award package for Intel is anticipated to comprise of loans and direct grants, the report read. Discussions are ongoing, Bloomberg noted.

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CrowdStrike Holdings (NASDAQ:CRWD) Stock Analyst Ratings

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CrowdStrike Holdings (NASDAQ:CRWD) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 02/14/2024 16.08% Keybanc $318 → $375 Maintains Overweight 02/13/2024 11.44% Cantor Fitzgerald → $360 Reiterates Overweight → Overweight 02/12/2024 11.44% Cantor Fitzgerald $240 → $360 Maintains Overweight 02/02/2024 -25.71% Cantor Fitzgerald → $240 Reiterates Overweight → Overweight 01/31/2024 2.15% JMP Securities → $330 Reiterates Market Outperform → Market Outperform 01/30/2024 2.15% Raymond James → $330 Initiates Coverage On → Outperform 01/29/2024 2.15% JMP Securities $235 → $330 Maintains Market Outperform 01/18/2024 -1.56% Keybanc $245 → $318 Maintains Overweight 01/17/2024 — WestPark Capital Downgrades Buy → Hold 01/16/2024 -10.23% Truist Securities $230 → $290 Maintains Buy 01/12/2024 -25.71% Cantor Fitzgerald → $240 Reiterates Overweight → Overweight 01/10/2024 -0.94% Citigroup $275 → $320 Maintains Buy 01/09/2024 -5.89% Morgan Stanley $203 → $304 Upgrades Equal-Weight → Overweight 01/05/2024 -7.13% Oppenheimer $240 → $300 Maintains

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Microsoft’s Game Pass Now Has 34 Million Subscribers

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Microsoft says its subscription service Game Pass now has 34 million subscribers, after last saying it had 25 million in January 2022. During a podcast, company executives say the videogame “Diablo IV” will be the first from Activision Blizzard, which Microsoft acquired in October, to come to Game Pass. The multiplayer action title launched in June for around $70 on Microsoft’s Xbox, Sony Group’s PlayStation and computers. It arrives on Game Pass, which costs $9.99 a month for a basic plan, on March 28.

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Applied Materials, Inc. (Nasdaq: AMAT) Stock Analyst Ratings

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Applied Materials, Inc. (Nasdaq: AMAT) Stock Analyst Ratings Date Upside/Downside Analyst Firm Price Target Change Rating Change Previous / Current Rating 02/16/2024 13.52% Needham $180 → $240 Maintains Buy 02/12/2024 -10.13% Morgan Stanley $142 → $190 Maintains Equal-Weight 02/12/2024 -14.86% Cantor Fitzgerald → $180 Reiterates Neutral → Neutral 02/12/2024 4.06% B. Riley Securities $175 → $220 Maintains Buy 01/23/2024 -14.86% Cantor Fitzgerald → $180 Initiates Coverage On → Neutral 01/19/2024 -14.86% Raymond James $160 → $180 Maintains Outperform 01/16/2024 -33.78% Barclays $120 → $140 Maintains Underweight 12/12/2023 -12.5% TD Cowen $165 → $185 Maintains Outperform 11/22/2023 -17.23% Redburn Atlantic → $175 Upgrades Neutral → Buy 11/17/2023 -21.01% Mizuho $162 → $167 Maintains Buy 11/17/2023 -19.59% JP Morgan $165 → $170 Maintains Overweight 11/17/2023 -32.84% Morgan Stanley $139 → $142 Maintains Equal-Weight 11/17/2023 -14.86% Needham → $180 Reiterates Buy → Buy 10/13/2023 -14.86% Needham → $180 Upgrades Hold → Buy 10/05/2023

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