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| Company | Date | Price Target | Rating | Analyst |
|---|---|---|---|---|
| 3/19/2026 | Buy → Hold | Summit Insights | ||
| 3/19/2026 | $450.00 → $500.00 | Buy | Needham | |
| 3/5/2026 | Hold | Erste Group | ||
| 2/17/2026 | $380.00 → $450.00 | Buy | Needham | |
| 2/13/2026 | $450.00 | Hold → Buy | Craig Hallum | |
| 2/13/2026 | $335.00 | Neutral | DA Davidson | |
| 2/13/2026 | $220.00 | Neutral | DA Davidson | |
| 2/13/2026 | Hold → Buy | Summit Insights |
PRE 14A - FORMFACTOR INC (0001039399) (Filer)
8-K - MICRON TECHNOLOGY INC (0000723125) (Filer)
144 - Broadcom Inc. (0001730168) (Subject)
Summit Insights downgraded Micron from Buy to Hold
Needham reiterated coverage of Micron with a rating of Buy and set a new price target of $500.00 from $450.00 previously
Erste Group initiated coverage of Applied Materials with a rating of Hold
PALO ALTO, Calif., March 19, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ:AVGO) a global leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced that it is shipping the world's first end-to-end Post-Quantum Cryptography (PQC)-safe, in-flight network encryption solution. Over the last year, more than 120,000 Emulex SecureHBAs have shipped on OEM server platforms. Everpure now becomes the industry's first storage platform to embed Emulex SecureHBAs in its FlashArray product family, completing the end-to-end solution. Emulex SecureHBA enables organizations to encrypt all in-flight data across Fibre Channel networks ensuring PQC-safe e
BOISE, Idaho, March 18, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (NASDAQ:MU) today announced results for its second quarter of fiscal 2026, which ended February 26, 2026. Fiscal Q2 2026 highlights Revenue of $23.86 billion versus $13.64 billion for the prior quarter and $8.05 billion for the same period last yearGAAP net income of $13.79 billion, or $12.07 per diluted shareNon-GAAP net income of $14.02 billion, or $12.20 per diluted shareOperating cash flow of $11.90 billion versus $8.41 billion for the prior quarter and $3.94 billion for the same period last year "Micron set new records across revenue, gross margin, EPS, and free cash flow in fiscal Q2, driven by a strong dem
The companies will collaborate on industry-leading HBM4 supply for AMD Instinct™ MI455X GPUs and next-generation DDR5 solutions for AMD EPYC™ processors and the AMD Helios platform Samsung Electronics Co., Ltd. today announced it has signed a Memorandum of Understanding (MOU) with AMD to expand their strategic collaboration on next-generation AI memory and computing technologies. The signing ceremony was held at Samsung's most advanced chip manufacturing complex in Pyeongtaek, Korea, attended by Dr. Lisa Su, Chair and CEO of AMD, and Young Hyun Jun, Vice Chairman & CEO of Samsung Electronics. "Samsung and AMD share a commitment to advancing AI computing, and this agreement reflects th
4 - MICRON TECHNOLOGY INC (0000723125) (Issuer)
4 - Broadcom Inc. (0001730168) (Issuer)
4 - Broadcom Inc. (0001730168) (Issuer)
4 - Broadcom Inc. (0001730168) (Issuer)
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
BOISE, Idaho, March 18, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (NASDAQ:MU) today announced results for its second quarter of fiscal 2026, which ended February 26, 2026. Fiscal Q2 2026 highlights Revenue of $23.86 billion versus $13.64 billion for the prior quarter and $8.05 billion for the same period last yearGAAP net income of $13.79 billion, or $12.07 per diluted shareNon-GAAP net income of $14.02 billion, or $12.20 per diluted shareOperating cash flow of $11.90 billion versus $8.41 billion for the prior quarter and $3.94 billion for the same period last year "Micron set new records across revenue, gross margin, EPS, and free cash flow in fiscal Q2, driven by a strong dem
SANTA CLARA, Calif., March 13, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that its Board of Directors has approved a 15-percent increase in the quarterly cash dividend, from $0.46 to $0.53 per share, payable on June 11, 2026 to shareholders of record as of May 21, 2026. This marks nine consecutive years of dividend increases. "With the increase announced today, Applied Materials has more than doubled its dividend per share from four years ago," said Brice Hill, Senior Vice President and CFO. "This demonstrates our ability to generate strong cash flow and attractive shareholder distributions while investing to enable profitable growth." The cash dividend is a key com
Announces new $7 billion Share Repurchase AuthorizationAnnounces 21% increase in quarterly dividend level to $2.30 per share from $1.90Reaffirms current March 2026 quarter guidanceMILPITAS, Calif., March 12, 2026 /PRNewswire/ -- KLA Corporation (NASDAQ:KLAC) will hold its 2026 Investor Day today in New York City with presentations by Rick Wallace, President and Chief Executive Officer, Bren Higgins, Executive Vice President and Chief Financial Officer, and other senior executives of the Company. A live stream of the event will begin at 9:00 a.m. ET and conclude at approximately 12:30 p.m. ET. A link to the live stream and presentation materials can be found at ir.kla.com.
SC 13G/A - ENTEGRIS INC (0001101302) (Subject)
SC 13G/A - Broadcom Inc. (0001730168) (Subject)
SC 13G/A - MONOLITHIC POWER SYSTEMS INC (0001280452) (Subject)