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Top related persons:
Wells - 3 Gary Mobley - 3 Wells Fargo - 2 MRVL - 1 Timothy Arcuri - 1 Arcuri - 1 JPMorgan's Harlan Sur - 1 Goldman Sachs - 1
Top related locs:
Wells Fargo CY28 4Q23 . Tuesday's Wells J.B
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Wall - 2 Marvell Technology - 1 Wall Street - 1 UBS - 1 Microsoft - 1 Marvell - 1 Nvidia - 1 CNBC - 1

Search resuls for: "Gary Mobley"


5 mentions found


☆ Analysts are saying this chipmaker, which just held an AI event, is the most levered to the trend besides Nvidia
  + stars: | 2024-04-12 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Investors may want to keep an eye on Marvell Technology , as it is poised for artificial intelligence success, according to Wall Street analysts. The commentary comes on the back of the chipmaker's AI event on Thursday, where it announced a new compute customer many speculate could be Microsoft. On the back of the event, Wells Fargo analyst Gary Mobley lifted 2025 revenue and earnings per share estimates to account for a quicker ramp in AI sales. While Morgan Stanley continues to view the stock as an AI winner, analyst Joseph Moore noted he still favors Nvidia. That is in part due to the "sideways" action Marvell has experienced over the past year and its elevated multiple.
Persons: MRVL, Timothy Arcuri, Arcuri, JPMorgan's Harlan Sur, Goldman Sachs, Toshiya Hari, Wells, Gary Mobley, Morgan Stanley, Joseph Moore, Marvell Organizations: Marvell Technology, Wall Street, UBS, Microsoft, Marvell, Nvidia Locations: CY28, Wells Fargo
☆ Wednesday's analyst calls: UPS gets an upgrade, Meta Platforms to jump 20% ahead
  + stars: | 2024-04-03 | by ( Jesse Pound Fred Imbert | Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +8 min
Meanwhile, Wells Fargo called for 20% upside for Meta Platforms and raised one of its estimates for the company's ad sales. Despite those positive trends, the new price target from KBW is still below the stock's closing level on Tuesday of $245.84. — Jesse Pound 5:53 a.m.: Redburn Atlantic upgrades UPS UPS could be in for strong gains after a slow start to the year, according to Redburn Atlantic. Analyst Oliver Holmes upgraded the package delivery giant to buy, raising its price target to $180. "We believe UPS is at, or close to, trough revenue, volume, margin and share price levels," Holmes wrote to clients.
Persons: Wells, Tesla, Gary Mobley, Wolfspeed, Mobley, Wells Fargo, — Jesse Pound, Ronald Jewsikow, Guggenheim, Jewsikow, Richard Shane, Shane, Coinbase, Keefe, Kyle Voigt, Voigt, Ken Gawrelski, Gawrelski, Oliver Holmes, Holmes, Fred Imbert, ~ ~ . Organizations: CNBC, Wednesday, UPS, Hyundai, Guggenheim, JPMorgan, ADV, SEC, Meta, Wall, ~$ Locations: Wells Fargo, 4Q23 ., Tuesday's
☆ Wells Fargo's top ideas for the third quarter including a possible stock double
  + stars: | 2023-07-07 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
As the third quarter kicks into high gear, Wells Fargo is offering up its top short picks for the months ahead. Here are some of the names that made the cut: Wells Fargo highlighted consumer electronics stock Vizio as one of its top picks with about 126% upside potential with strong top-and-bottom line growth potential. VZIO YTD mountain Vizio shares in 2023 Within the technology sector, Wells Fargo also highlighted Pinterest as a third-quarter pick. Wells Fargo views the latest technological whirlwind as a "once-in-a generation product cycle" for the company that could contribute to about 17% upside potential in shares. Wells Fargo also included lithium producer Albemarle and J.B. Hunt Transport Services among its top third-quarter ideas.
Persons: Wells, Steven Cahall, Wells Fargo, Ken, Wednesday's, Gary Mobley, Albemarle, — CNBC's Michael Bloom Organizations: Technology, Nasdaq, Wall, CTV, Amazon, Hunt Transport Services Locations: Wells Fargo, Wells, J.B
☆ Wells Fargo downgrades Qualcomm, says exposure to smartphone industry will hurt chip stock
  + stars: | 2022-12-12 | by ( Alex Harring | ) www.cnbc.com   time to read: +1 min
Qualcomm will be among the chip stocks struggling in the new year due to its exposure to smartphone sales, Wells Fargo warned Monday. Analyst Gary Mobley downgraded the stock to underweight from equal weight. Mobley also maintained his price target to $105, which implies a downside of 11.8% over Friday's close. "Once investors are convinced we've reached a bottom in the chip cycle, we believe the sector may rally." Mobley said Qualcomm and other companies that have performance tied to smartphone demand will struggle, as the number of smartphones is likely to decline in 2023 and then grow modestly afterward.
☆ Wall Street loves these Nasdaq stocks that could lead the beaten-down index higher going forward
  + stars: | 2022-11-21 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
It's been a difficult year for technology stocks since the Nasdaq Composite traded at record levels. The tech-heavy index is down more than 30% since hitting a record closing high of 16,057.44 on Nov. 19, 2021. Back then, investors willingly paid a sharp premium for growth-oriented technology stocks trading at steep valuations and expected to continue climbing in a low-interest rate environment. Along with CrowdStrike, software stocks Datadog and Zscaler also made the cut, with shares down 57% each from Friday's close. Match Group , Intuit and MercadoLibre rounded out the list of stocks positioned to potentially lead the Nasdaq higher.
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