Semiconductor News & Analysis Feed

20 articles
2026-08-06
www.barchart.com 2026-08-06
2026-08-05
www.cnbc.com 2026-08-05
2026-07-23
ca.investing.com 2026-07-23
2026-07-23
www.investing.com 2026-07-23
2026-07-21
www.theglobeandmail.com 2026-07-21
2026-07-21
www.theglobeandmail.com 2026-07-21
Cantor Fitzgerald analyst Matthew Prisco reiterated a 'Hold' rating on Texas Instruments (TXN) with a price target of $340.00. Despite strong quarterly financials—revenue of $4.83 billion and net profit of $1.55 billion—analyst sentiment remains cautious, with insider trading showing a negative tren
2026-07-20
www.investing.com 2026-07-20
2026-07-20
ca.investing.com 2026-07-20
2026-07-08
finance.yahoo.com 2026-07-08
Cantor Fitzgerald raised ON Semiconductor Corp's (ON) price target to $110 from $100 on June 29, 2026, while maintaining a Neutral rating. The firm highlighted that the AI infrastructure buildout is driving demand for semiconductor components, with industry revenue projected to reach $3 trillion by
2026-07-08
ca.finance.yahoo.com 2026-07-08
Cantor Fitzgerald raised Texas Instruments Inc's (TXN) price target from $300 to $340 while maintaining a neutral rating, reflecting optimism about the generational semiconductor cycle driven by AI infrastructure expansion. The brokerage forecasts semiconductor industry revenue to reach $3 trillion
2026-07-08
finance.yahoo.com 2026-07-08
Cantor Fitzgerald raised Texas Instruments Inc's (TXN) price target from $300 to $340 while maintaining a neutral rating, reflecting optimism about the semiconductor cycle driven by AI infrastructure expansion. The brokerage forecasts semiconductor industry revenue to reach $3 trillion by 2029 and e
2026-07-02
finance.yahoo.com 2026-07-02
Cantor Fitzgerald raised ON Semiconductor Corporation's (ON) price target from $100 to $110 on July 1, 2026, while maintaining a 'Neutral' rating. Analyst Matthew Prisco described the AI infrastructure buildout as a 'generational semiconductor cycle' expected to drive industry revenue to around $3 t
2026-06-25
cryptobriefing.com 2026-06-25
Cantor Fitzgerald's semiconductor analyst CJ Muse has significantly raised Micron Technology's price target from $700 to $1,500, citing a sustained global memory supply shortage that he believes will drive the company's earnings through 2028. Muse forecasts total memory industry revenue reaching $1.
2026-06-22
www.investing.com 2026-06-22
Cantor Fitzgerald has raised Qualcomm's stock price target due to the company's significant potential in the data center sector. This adjustment reflects market recognition of Qualcomm's transition from a traditional mobile communication chip supplier to a diversified technology platform provider. Q
2026-06-15
www.insidermonkey.com 2026-06-15
Applied Materials (AMAT) has seen its price targets raised by Barclays and Cantor Fitzgerald, reflecting strong market confidence in its semiconductor equipment business. Barclays increased its price target to $590 from $500, maintaining an Overweight rating, citing a robust capital expenditure cycl
2026-06-15
finance.yahoo.com 2026-06-15
Applied Materials (AMAT) has seen its price targets raised by Barclays and Cantor Fitzgerald, reflecting growing optimism about its position in the semiconductor equipment sector. Barclays increased its price target from $500 to $590, maintaining an 'Overweight' rating, while Cantor Fitzgerald raise
2026-06-14
www.insidermonkey.com 2026-06-14
On June 10, 2026, Cantor Fitzgerald raised Applied Materials Inc.'s (AMAT) price target from $575 to $650, maintaining an Overweight rating. The firm believes the semiconductor equipment industry is entering the early stages of a multi-year, supply-constrained upcycle, with improved visibility exten
2026-06-14
finance.yahoo.com 2026-06-14
On June 10, 2026, Cantor Fitzgerald raised Applied Materials' (AMAT) price target from $575 to $650, maintaining an 'Overweight' rating. The firm believes the semiconductor equipment industry is entering the early stages of a multi-year supply-constrained and durable upcycle, with improved visibilit
2026-05-30
www.theglobeandmail.com 2026-05-30
Cantor Fitzgerald analyst Matthew Prisco reiterated a 'Hold' rating on Texas Instruments (TI) with a price target of $300.00. Prisco, who covers the technology sector and focuses on stocks such as Onto Innovation, TI, and NXP Semiconductors, has a strong track record with an average return of 47.4%
2026-05-30
www.theglobeandmail.com 2026-05-30
Cantor Fitzgerald analyst Matthew Prisco reiterated a 'Hold' rating on Texas Instruments (TI) with a price target of $300.00, reflecting a cautious outlook amid mixed market sentiment. While TI reported strong quarterly results with revenue of $4.83 billion and net profit of $1.55 billion, insider t