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| Company | Date | Price Target | Rating | Analyst |
|---|---|---|---|---|
| 3/5/2026 | Hold | Erste Group | ||
| 2/19/2026 | $400.00 | Hold → Buy | Needham | |
| 2/17/2026 | $380.00 → $450.00 | Buy | Needham | |
| 2/13/2026 | $450.00 | Hold → Buy | Craig Hallum | |
| 2/13/2026 | $450.00 | Buy | DA Davidson | |
| 2/13/2026 | $45.00 | Neutral | DA Davidson | |
| 2/13/2026 | $220.00 | Neutral | DA Davidson | |
| 2/13/2026 | Hold → Buy | Summit Insights |
4 - ADVANCED MICRO DEVICES INC (0000002488) (Issuer)
4 - LAM RESEARCH CORP (0000707549) (Issuer)
4 - LAM RESEARCH CORP (0000707549) (Issuer)
Erste Group initiated coverage of Applied Materials with a rating of Hold
Needham upgraded Analog Devices from Hold to Buy and set a new price target of $400.00
Needham reiterated coverage of Micron with a rating of Buy and set a new price target of $450.00 from $380.00 previously
4 - INTEL CORP (0000050863) (Issuer)
4 - MICRON TECHNOLOGY INC (0000723125) (Issuer)
4 - NXP Semiconductors N.V. (0001413447) (Issuer)
144 - ADVANCED MICRO DEVICES INC (0000002488) (Subject)
DEFA14A - TEXAS INSTRUMENTS INC (0000097476) (Filer)
DEF 14A - TEXAS INSTRUMENTS INC (0000097476) (Filer)
NEW YORK, March 6, 2026 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI") will make the following changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices: NAPCO Security Technologies Inc. (NASD: NSSC) will replace Alexander & Baldwin Inc. (NYSE:ALEX) in the S&P SmallCap 600 effective prior to the opening of trading on Friday, March 13. An investor group comprised of MW Group and funds affiliated with DivcoWest and Blackstone Real Estate is acquiring Alexander & Baldwin in a deal that is expected to close soon, pending final closing conditions.The following changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 will take effect before the market opens on M
TI's real-time control, sensing, and power portfolios combined with NVIDIA technology advance development of safer humanoid robotsNews highlights:TI and NVIDIA are collaborating to accelerate the path from simulation to the safe deployment of humanoid robots in the real world.As part of this collaboration, TI integrated its mmWave radar technology with NVIDIA Jetson Thor and NVIDIA Holoscan to enable low-latency 3D perception and safety awareness for physical AI applications.TI will demonstrate its semiconductor technology for humanoid robots at NVIDIA GTC 2026.DALLAS, March 5, 2026 /PRNewswire/ -- Texas Instruments (NASDAQ:TXN) today announced it is accelerating the safe deployment of human
STMicroelectronics' new STM32 series redefines entry-level microcontroller performance and value for smart devices everywhere STM32C5 with Cortex®-M33 and 40 nm for enhanced speed and Flash densityIncreased performance with cost efficiencyComprehensive ecosystem to enhance end-device capabilities and accelerate time to market Geneva, March 5, 2026 -- STMicroelectronics (NYSE:STM), a global semiconductor leader serving customers across the spectrum of electronics applications, has announced a new generation of entry-level microcontrollers (MCUs) to boost the performance of billions of tiny smart devices throughout factories, homes, cities, and infrastructures while meeting extreme cost, siz
STMicroelectronics to host investor calls on Cloud AI and Intelligent Sensing Enabling Physical AI Geneva, March 2, 2026 - STMicroelectronics N.V. ("ST") (NYSE:STM) will host two webcasts for investors and analysts in March 2026. "ST for Cloud AI", hosted by Remi El-Ouazzane, President of ST's MDRF Group. Conference call & webcast on March 9, 2026, at 3.30pm CET / 10.30am ET. "ST Intelligent Sensing Enabling the Physical AI", hosted by Marco Cassis, President of ST's APMS Group. Conference call & webcast on March 16, 2026, at 3.30pm CET / 10.30am ET. Presentations will be followed by a Q&A session. A live webcast (listen-only mode) of the conference will be accessible at ST's website,
BOISE, Idaho, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (NASDAQ:MU) announced today that it will hold its fiscal second quarter earnings conference call on Wednesday, Mar. 18, 2026, at 2:30 p.m. Mountain time. The call will be webcast live at http://investors.micron.com/. Webcast replays of presentations can be accessed from Micron's Investor Relations website for approximately one year after the call. About Micron Technology, Inc. Micron Technology, Inc. is an industry leader in innovative memory and storage solutions transforming how the world uses information to enrich life for all. With a relentless focus on our customers, technology leadership, and manufacturing and
News Highlights Meta is partnering with AMD to rapidly scale AI infrastructure and accelerate the development and deployment of cutting-edge AI modelsAMD and Meta agree to a definitive multi-year, multi-generation partnership to deploy up to 6 gigawatts of AMD Instinct™ GPUsBuilt on the AMD Helios rack-scale architecture announced at the 2025 Open Compute Project Global Summit, shipments to support the first gigawatt deployment are expected to begin in 2H 2026, powered by a custom AMD Instinct GPU based on the MI450 architecture and optimized for Meta's workloadsAMD and Meta are deepening their collaboration to align their GPU and CPU silicon, systems and software roadmaps SANTA CLARA, Ca
SC 13G/A - NXP Semiconductors N.V. (0001413447) (Subject)
SC 13G/A - ON SEMICONDUCTOR CORP (0001097864) (Subject)
SC 13G/A - MONOLITHIC POWER SYSTEMS INC (0001280452) (Subject)
NEW YORK, March 6, 2026 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI") will make the following changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices: NAPCO Security Technologies Inc. (NASD: NSSC) will replace Alexander & Baldwin Inc. (NYSE:ALEX) in the S&P SmallCap 600 effective prior to the opening of trading on Friday, March 13. An investor group comprised of MW Group and funds affiliated with DivcoWest and Blackstone Real Estate is acquiring Alexander & Baldwin in a deal that is expected to close soon, pending final closing conditions.The following changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 will take effect before the market opens on M
SANTA CLARA, Calif., Feb. 09, 2026 (GLOBE NEWSWIRE) -- Today AMD (NASDAQ:AMD) announced that Ariel Kelman has been appointed Senior Vice President and Chief Marketing Officer, effective immediately. Kelman will lead the AMD global marketing organization, overseeing brand, communications, events, developer relations and go-to-market strategy. Kelman will report to Ruth Cotter, Senior Vice President and Chief Administrative Officer, and will work closely with the AMD executive team to deepen engagement with customers, partners, developers and the broader technology ecosystem as AMD continues to scale its product and solutions leadership. "Ariel is a proven marketing leader with deep experi
FREMONT, Calif., Feb. 3, 2026 /PRNewswire/ -- Lam Research Corp. (NASDAQ:LRCX) today announced that Dr. Anirudh Devgan has joined its board of directors. Dr. Devgan, who currently serves as president and chief executive officer (CEO) of Cadence Design Systems, Inc., brings to Lam deep semiconductor ecosystem and technology expertise. Since joining Cadence in 2012, Dr. Devgan has held senior leadership roles at the company, a market leader in computational software company, AI and digital twins. He has served as CEO and as a member of the board of directors of Cadence since 2021, and as president of the company since 2017, having previously held the positions of executive vice president and g