KeyBanc's John Vinh on Qualcomm Q1 results, China's DeepSeek AI development
John Vinh, KeyBanc Capital Markets equity research analyst, joins 'Squawk Box' to break down Qualcomm's quarterly earnings ...
KeyBanc Sticks to Their Buy Rating for Lattice Semiconductor (LSCC)
In a report released today, John Vinh from KeyBanc maintained a Buy rating on Lattice Semiconductor (LSCC – Research Report). The company’s ...
KeyBanc Keeps Their Buy Rating on Microchip (MCHP)
In a report released today, John Vinh from KeyBanc maintained a Buy rating on Microchip (MCHP – Research Report). The company’s shares closed ...
Skyworks Hits Roadblock With Apple Content Loss, Analysts See Tough Road For Recovery
Skyworks Solutions, Inc. (NASDAQ:SWKS) shares are trading lower on Thursday. Yesterday, the company reported quarterly ...
Why Monolithic Power Systems Rallied Today
The stock had also fallen into the end of the year based on fears of share losses in Nvidia's Blackwell product line, so it ...
Arm falls after royalty outlook misses estimates, analysts largely keep bullish views
Arm's (ARM) stock fell after fiscal Q4 outlook came in line with estimates but royalties missed estimates, despite Q3 results ...
ON Semiconductor Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
UBS analyst Pradeep Ramani maintained a Neutral rating and cut the price target from $72 to $65 on Feb. 3, 2025. This analyst ...
Qualcomm dips amid smartphone revenue growth concerns despite analysts praising Q1, outlook
Qualcomm's (QCOM) stock fell amid investor concerns over demand for new smartphones, even as Q1 results beat estimates and drew largely positive reactions from analysts.
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Why Monolithic Power Systems Rallied Today
In the wake of earnings, KeyBanc analyst John Vinh raised his price target on Monolithic to $850 per share, up from $700. Vinh noted that while the company likely lost share on the Blackwell B200 ...