Company | Date | Price Target | Rating | Analyst |
---|---|---|---|---|
9/16/2024 | $145.00 → $120.00 | Buy → Neutral | Citigroup | |
9/10/2024 | $140.00 | Overweight | Cantor Fitzgerald | |
9/3/2024 | $129.00 | Neutral | Goldman | |
8/28/2024 | $65.00 → $75.00 | Hold | TD Cowen | |
8/28/2024 | Buy → Hold | Summit Insights | ||
8/5/2024 | $155.00 | Overweight | Morgan Stanley | |
7/24/2024 | $330.00 → $310.00 | Buy | TD Cowen | |
7/10/2024 | $160.00 | Buy | BofA Securities |
4 - AMBARELLA INC (0001280263) (Issuer)
4 - MACOM Technology Solutions Holdings, Inc. (0001493594) (Issuer)
4 - AMBARELLA INC (0001280263) (Issuer)
SC 13G/A - MKS INSTRUMENTS INC (0001049502) (Subject)
SC 13G - SEMTECH CORP (0000088941) (Subject)
SC 13G/A - NXP Semiconductors N.V. (0001413447) (Subject)
ANDOVER, Mass., Aug. 13, 2024 (GLOBE NEWSWIRE) -- MKS Instruments, Inc. (NASDAQ:MKSI), a global provider of technologies that transform our world, today announced that Ram Mayampurath has been appointed Executive Vice President, Chief Financial Officer and Treasurer, effective October 14, 2024. He will report directly to John T.C. Lee, President and Chief Executive Officer, and will be a member of MKS' executive team. A global business leader with more than 25 years of experience in financial strategy, thought leadership, and value creation for shareholders and stakeholders, Mr. Mayampurath will join MKS from Rogers Corporation (NYSE:ROG), where he most recently served as Senior Vice P
Veteran Leader Brings Deep Strategic, Aviation, and Governance Experience to Boardroom ATLANTA, Aug. 8, 2024 /PRNewswire/ -- Wheels Up Experience Inc. (NYSE:UP) today announced that Gregory L. Summe, Managing Partner of Glen Capital Partners LLC, joined its Board of Directors, effective August 7. Summe fills the unexpired term of David Adelman, who is stepping down to focus on other professional pursuits. Summe's initial term as a Class II director will continue until the 2026 annual meeting of the Company's stockholders. He will serve on the Audit and Compensation Committees
Dr. Hou Brings Technical, Operational and Strategic Leadership in Hyperscale and Semiconductor Industries Follows Departure of Paul H. Pickle as President and CEO Reaffirms Second Quarter Fiscal Year 2025 Guidance Semtech Corporation ("Semtech" or the "Company") (NASDAQ:SMTC), a high-performance semiconductor, IoT systems, and connectivity service provider, today announced the appointment of Dr. Hong Q. Hou, a current member of the Semtech Board of Directors, as President and Chief Executive Officer, effective June 6, 2024. Dr. Hou's appointment follows Paul H. Pickle's departure as President and Chief Executive Officer. "We are pleased to have made measurable progress stabilizing t
Citigroup downgraded MKS Instruments from Buy to Neutral and set a new price target of $120.00 from $145.00 previously
Cantor Fitzgerald initiated coverage of MKS Instruments with a rating of Overweight and set a new price target of $140.00
Goldman initiated coverage of MKS Instruments with a rating of Neutral and set a new price target of $129.00
MACOM Technology Solutions Inc. ("MACOM"), a leading supplier of semiconductor products, will display its latest advancements in RF, microwave, millimeter wave products, along with its comprehensive foundry services at Booth #402 at the European Microwave Week (EuMW) in Paris, France from September 24 to 26, 2024. MACOM will present six technology demonstrations at the show, highlighting its diverse product offering, including Diodes, RF Power, MMICs and Linear Modules and Subsystems. The booth will also feature the newest additions to MACOM's extensive portfolio, including products from the MACOM European Semiconductor Center (MESC) located in Limeil-Brevannes, France and also spotlight M
Semtech Corporation (NASDAQ:SMTC), a high-performance semiconductor, IoT systems, and cloud connectivity service provider, announced that Raza Khan, product marketing director for Semtech and chief marketing officer of Mobile Optical Pluggable Alliance (MOPA), will present at the 50th European Conference on Optical Communications (ECOC) taking place in Frankfurt, Germany from September 22 to 26, 2024. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20240916745597/en/Semtech Explores Scalable Analog Path For 6G Fronthaul at ECOC 2024 (Graphic: Business Wire) Latency variation in wireless fronthaul remains highly critical as carriers
MACOM Technology Solutions Inc. ("MACOM"), a leading supplier of semiconductor products, will showcase its latest connectivity products at Stand C83, during the European Conference on Optical Communication (ECOC) in Frankfurt, Germany from September 23 to 25, 2024. MACOM's extensive portfolio spans a wide range of optical and copper connectivity solutions, including high-speed optical receiver solutions, state-of-the-art lasers, laser and modulator drivers, optical clock recovery (OCR) modules, optical post amplifiers, photodiodes and transimpedance amplifiers and advanced clock and data recovery integrated circuits. What to Expect at ECOC2024: MACOM will host live demonstrations and pres
To gain an edge, this is what you need to know today. GDP Brings Buying Please click here for an enlarged chart of Invesco QQQ Trust Series 1 (NASDAQ:QQQ). Note the following: The chart shows a drop in QQQ. The drop in QQQ was triggered by speculative sentiment pulling back. As a reader of The Arora Report, you knew in advance that speculative sentiment could fall as a result of Tesla Inc (NASDAQ:TSLA) earnings. The chart shows that QQQ is approaching the support zone. RSI on the chart shows that QQQ is now oversold. Oversold markets tend to bounce. The chart shows that the volume was low on the selloff. This indicates a lack of conviction in selling. Especially hard hit in
JP Morgan analyst Harlan Sur reiterated an Overweight rating on Texas Instruments Inc (NASDAQ:TXN) with a price target of $230, up from $195. Sur said Texas Instruments delivered solid June quarter results, reflecting the start of the cyclical recovery from the March quarter bottom. The end markets and geographies that were first to enter this downcycle are now returning to seasonal demand patterns and growing, while end markets that were last to enter the downcycle, like Auto and some segments within Industrial (automation), are in the final phases of excess inventory workdowns, as per the analyst. Sur flagged the company, noting half of the subsegments within industrial bottoming,
Cantor Fitzgerald analyst C J Muse reiterates NXP Semiconductors (NASDAQ:NXPI) with a Overweight and maintains $350 price target.
4 - NXP Semiconductors N.V. (0001413447) (Issuer)
4 - SEMTECH CORP (0000088941) (Issuer)
4 - MKS INSTRUMENTS INC (0001049502) (Issuer)
10-Q - AMBARELLA INC (0001280263) (Filer)
144 - MACOM Technology Solutions Holdings, Inc. (0001493594) (Subject)
144 - MACOM Technology Solutions Holdings, Inc. (0001493594) (Subject)
EINDHOVEN, The Netherlands, Aug. 29, 2024 (GLOBE NEWSWIRE) -- As part of its ongoing capital return program, NXP Semiconductors N.V. (NASDAQ:NXPI) today announced that its board of directors has approved the payment of an interim dividend and additional share repurchase authorization. The actions are based on the continued and significant strength of the NXP capital structure, and the board's confidence in the company's ability to drive long-term growth and strong cash flow. The board of directors has approved the payment of an interim dividend of $1.014 per ordinary share for the third quarter of 2024. The interim dividend will be paid in cash on October 9, 2024, to shareholders of recor
Net sales of $215.4 million, up 4% sequentially GAAP gross margin of 49.0%, up 70 basis points sequentially and Non-GAAP gross margin of 50.4%, up 60 basis points sequentially GAAP operating margin of 3.6%, up 210 basis points sequentially and Non-GAAP operating margin of 14.2%, up 200 basis points sequentially GAAP diluted loss per share of $2.61 and Non-GAAP diluted earnings per share of $0.11 Adjusted EBITDA margin of 18.8%, up 270 basis points sequentially Semtech Corporation (NASDAQ:SMTC), a high-performance semiconductor, IoT systems and cloud connectivity service provider, today reported unaudited financial results for its second quarter of fiscal year 2025, which end
SANTA CLARA, Calif., Aug. 27, 2024 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ:AMBA), an edge AI semiconductor company, today announced financial results for its second quarter of fiscal year 2025 ended July 31, 2024. Revenue for the second quarter of fiscal 2025 was $63.7 million, up 3% from $62.1 million in the same period in fiscal 2024. For the six months ended July 31, 2024, revenue was $118.2 million, down 5% from $124.3 million for the six months ended July 31, 2023.Gross margin under U.S. generally accepted accounting principles (GAAP) for the second quarter of fiscal 2025 was 60.8%, compared with 61.9% for the same period in fiscal 2024. For the six months ended July 31, 2024, GA