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Top related persons:
Ruplu Bhattacharya - 6 Bhattacharya - 4 Wells - 2 LSEG - 1 Samik - 1 Chatterjee - 1 George Wang - 1 Wang - 1
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Tuesday's CY25 East UAE Saudi Arabia Sweden Japan Korea
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Nvidia - 5 Bank of America - 5 Super - 2 Intel - 2 Computer - 2 Super Micro - 2 of America - 2 Micro Computer - 1

Search resuls for: "Ruplu Bhattacharya"


8 mentions found


☆ Once-hot AI play Super Micro is getting crushed, but most analysts are staying bullish
  + stars: | 2024-05-01 | by ( Lisa Kailai Han | ) www.cnbc.com   time to read: +3 min
Super Micro Computer shares are selling off at the moment, but major Wall Street firms are hopeful about the company's long-term prospects. Super Micro, one of the vendors that builds Nvidia-based servers, released quarterly results on Tuesday after market close. Super Micro also bumped up its fiscal 2024 revenue guidance above its previously estimated range and what analysts are expecting. But a revenue miss dragged shares of Super Micro 16% lower on Wednesday. On the other hand, Goldman Sachs and Wells Fargo maintained their neutral-equivalent ratings for shares of Super Micro.
Persons: LSEG, Samik, Chatterjee, Ruplu Bhattacharya, George Wang, Wang, Goldman Sachs, Wells Fargo, Wells, SMCI, Michael Ng, Ng Organizations: Micro Computer, Nvidia, Super, JPMorgan, Barclays, Bank of America, DELL Locations: CY25, East, UAE, Saudi Arabia, Sweden, Japan, Korea, Malaysia
☆ Bank of America says keep buying this server maker with an AI competitive edge and great relationship with Nvidia
  + stars: | 2024-03-13 | by ( Alex Harring | ) www.cnbc.com   time to read: +1 min
Super Micro Computer has more room to run given its competitive advantage and relationships in the artificial intelligence sector, Bank of America said. Analyst Ruplu Bhattacharya hiked his price target by $240 to $1,280, now implying upside of 10.1% from Tuesday's close. Bhattacharya's call comes amid rising expectations for growth in the broader AI server industry as the technological craze continues. SMCI YTD mountain Super Micro Computer, year to date The analyst's new target price also offers reassurance that the stock's rally isn't losing steam. Super Micro shares have already surged more than 300% this year as the AI craze continues, adding to 2023′s jump of more than 240%.
Persons: Ruplu Bhattacharya, Bhattacharya Organizations: Bank of America, Intel, AMD, Nvidia, Computer, Super Micro Locations: Tuesday's
☆ Wednesday's analyst calls: Nvidia gets a price target hike, big Tesla downgrade
  + stars: | 2024-03-13 | by ( Alex Harring Fred Imbert | Alex Harring | Fred Imbert | ) www.cnbc.com   time to read: +6 min
On a positive note, Bank of America raised its price target on Nvidia to $1,100, implying gains of nearly 20%. Analyst Ruplu Bhattacharya upped his price target by $240 to $1,280, now implying upside of 10.1% from Tuesday's close. Analyst Sheila Kahyaoglu upgraded the airline stock to hold from underperform and raised her price target by $8 to $28. Still, her new price target implies shares will slid another 2.6% — even after Tuesday's big drop. Notably, he said Nvidia stock is at a lower forward price-to-earnings multiple today than when ChatGPT was launched.
Persons: Wells, BofA, Ruplu Bhattacharya, Bhattacharya, Alex Harring, Jefferies, Sheila Kahyaoglu, Tuesday's, Kahyaoglu, — Alex Harring, Vivek Arya, Arya, ChatGPT, Colin Langan, Langan, Fred Imbert Organizations: CNBC, Bank of America, Nvidia, Artificial Intelligence, Super Micro, Southwest, Jefferies, Boeing, of America, Tech Conference, EU, China Locations: Tuesday's, underperform, Woodstock, Wells
☆ Super Micro joining S&P 500 after stock price soars more than 20-fold in two years
  + stars: | 2024-03-01 | by ( Kif Leswing | ) www.cnbc.com   time to read: +1 min
Super Micro Computer is joining the S&P 500 following a historic rally in the stock that has pushed the company's market cap past $50 billion. Deckers Outdoor is also joining the S&P 500, replacing Zions Bancorporation . Stocks added to the benchmark index often rise in value because funds that track the S&P 500 will add it to their portfolios. Super Micro has been one of the main beneficiaries of the artificial intelligence boom sweeping the technology industry. WATCH: Super Micro is absolutely a meme stock
Persons: Zions, Stocks, Ruplu Bhattacharya Organizations: Whirlpool, Nvidia, Super, Bank of America, & ' $
☆ Move over Nvidia. There's a new hot AI play that has soared 960% in the past year
  + stars: | 2024-02-15 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
One high-flying artificial intelligence stock has soared 960% over the past year and may soon become as familiar Nvidia, the dominant, better-known and far larger maker of AI processors. Recent stock performance notwithstanding, Nvidia, the leading provider of high-end graphics processing units (GPUs) with 80% of the global market, dwarfs Super Micro. SMCI 1Y mountain Super Micro Computer shares over the last year Super Micro popped 13% during Thursday's session, approaching $1,000 per share. Super Micro's already attracted the attention of the investing community, nearly doubling since reporting strong earnings at the end of January. Bhattacharya added that Super Micro's ability to build "server technology from the ground up" gives it a strategic boost.
Persons: Ruplu Bhattacharya, Bhattacharya, referrring, Michael Bloom Organizations: Nvidia, Bank of America, San, Calif, Computer, Devices, Intel, Bank Locations: San Jose
☆ Bank of America ups price target on this little-known Inflation Reduction Act beneficiary
  + stars: | 2023-07-10 | by ( Samantha Subin | ) www.cnbc.com   time to read: +1 min
Bank of America sees more upside in store for this little-known beneficiary of reshoring trends and the Inflation Reduction Act. Analyst Ruplu Bhattacharya upped the bank's price target on shares of Flex Ltd. to $31 from $28, citing its 15-year partnership to make microinverters for Enphase Energy . The analyst also highlighted the company's long-term business mix and improving margins as contributing factors to the price hike. FLEX YTD mountain Shares in 2023 "FLEX should continue to benefit from the Inflation Reduction Act (IRA) which can help spur demand for clean energy and reshoring manufacturing back to the US. Inverters are included in FLEX's core renewables business which is part of its industrial segment," he wrote in a Friday note to clients.
Persons: Ruplu Bhattacharya, Bhattacharya, — CNBC's Michael Bloom Organizations: of America, Flex Ltd, Enphase Energy
☆ Bank of America says buy these five tech stocks before it's too late
  + stars: | 2023-05-20 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Bank of America named a slew of tech stocks that are just too attractive to ignore. IBM The evolution of IBM continues, Bank of America analyst Wamsi Mohan said after attending the company's recent Think event. "We believe IBM will embark on further cost cutting, and enhance its services and software offerings through acquisitions," he said. The stock finished the week up 3.6% this year, and Bank of America sees plenty more gains for the legacy tech giant. IBM "IBM expect to monetize AI first through Services and expects a later inflection in Software as adoption scales.
☆ Bank of America double upgrades Roku, sees ad spending improving through 2023
  + stars: | 2023-02-17 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +1 min
Bank of America is getting back on the Roku bandwagon after the streaming platform's latest quarterly results. Analyst Ruplu Bhattacharya double upgraded the stock to buy from underperform. "Roku continues to execute strong and while the scatter ad market remains weak in the near-term, Roku continues to outpace the market given its scale which makes it attractive to advertisers," Bhattacharya wrote in a note on Friday. Bhattacharya upgraded Roku after the company posted earlier this week fourth-quarter results that beat analyst expectations. The analyst also noted that ad spending in Roku appears to be bottoming out and expects it to improve through 2023, which will increase its margins.
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