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The Latest Breaking News from Kevin Cassidy

Key Takeaways From Rosenblatt's View On Chipmakers' Earnings

Rosenblatt analyst Kevin Cassidy highlighted some key takeaways from last week's semiconductor earnings. Last week's earnings reports made it clear that companies exposed to the higher-end of markets saw their earnings holding up better.

Western Digital Price Target Cut By Analysts Post Q4 Beat

Western Digital Price Target Cut By Analysts Post Q4 Beat

Western Digital Corp (NASDAQ:WDC) clocked 8% year-on-year revenue growth to $4.53 billion in Q4, beating the consensus of $4.49 billion. Non-GAAP EPS of $1.78 beat the consensus of $1.68. Barclays analyst Tom O'Malley had an Equal Weight and $55 price target. The market expected a reset, but the depths of decline and the exclusion…

Qualcomm Analysts Highlight Samsung Partnership Extension, Product Diversification After Q3 Earnings

Qualcomm Analysts Highlight Samsung Partnership Extension, Product Diversification After Q3 Earnings

Analysts sized up the third-quarter results from Qualcomm Inc (NASDAQ: QCOM) and what the fourth-quarter guidance could mean for the company and its share price.

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4 Analyst Takeaways Of Seagate Technology's Q1 Earnings

Seagate Technology Holdings PLC (NASDAQ: STX) reported its quarterly revenue at $2.6 billion, down 13% year-on-year, and non-GAAP profits at $1.59 per share, with both metrics below Street expectations. The company’s projection was $1.90 a share.

Rosenblatt Re-Rates Ambarella Following Its Extended Relationship With This Autonomous Driving Truck Technology Company

Rosenblatt analyst Kevin Cassidy noted that Inceptio Technology, an autonomous driving truck technology, and operation company, selected Ambarella, Inc's (NASDAQ:AMBA) edge AI system-on-chip to deliver Level 3 automated driving. Ambarella's AI SoC included surround camera and front ADAS perception with AI compute using two of Ambarella's CV2FS and CV2AQ SoCs. Inceptio confirmed that their…

Rosenblatt Sees 200% Upside In SMART Global, Coming From Data Center Demand For Specialty Memory

Rosenblatt analyst Kevin Cassidy expected SMART Global Holdings, Inc (NASDAQ: SGH) to deliver a slight beat-n-raise to consensus 3QF22 and 4QF22 outlook.

Here's Why Analysts Slashed Price Targets On Ambarella Post Q1 Results

Analysts slashed their price targets on Ambarella, Inc (NASDAQ: AMBA)

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Former Donegal star Kevin Cassidy shares snap poolside with Celtic legend Scott Brown in Dubai

Former Donegal star Kevin Cassidy shares snap poolside with Celtic legend Scott Brown in Dubai

The Donegal legend shared a snap poolside with the recently retired Scottish footballer.

Qualcomm Rallies Off Q2 Earnings: Takeaways From 4 Analysts

Qualcomm Rallies Off Q2 Earnings: Takeaways From 4 Analysts

Qualcomm, Inc. (NASDAQ: QCOM) reported second-quarter revenue of $11.16 billion Wednesday, a whopping 41% expansion driven by Android phone chip sales.

Analysts Continue To See Sharp Upside In SMART Global Post Q2 Results

Analysts Continue To See Sharp Upside In SMART Global Post Q2 Results

Analysts had a mixed take on SMART Global Holdings Inc (NASDAQ:SGH) post Q2 results. Needham analyst Ravindra Gill raised the price target to $45 (89% upside) with a Buy rating following the seventh consecutive beat raise quarter. SGH remains the firm's Top Pick for 2022. SGH's commercial and government customers have already designed and contracted the…

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