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Samik Chatterjee

Arista Networks Analysts Raise Price Targets On 'Strong Leverage To The AI Investment Cycle'
Arista Networks Analysts Raise Price Targets On 'Strong Leverage To The AI Investment Cycle'
Qualcomm Outlook Disappoints On 'Acute Headwind' In Smartphone Industry: Analyst
Qualcomm Outlook Disappoints On 'Acute Headwind' In Smartphone Industry: Analyst
Apple 'Selling Its Soul To The Devil'? Analyst Says Partnering With Alphabet Limits AI Upside
Apple 'Selling Its Soul To The Devil'? Analyst Says Partnering With Alphabet Limits AI Upside
Qualcomm Outlook Disappoints On 'Acute Headwind' In Smartphone Industry: Analyst
Qualcomm Outlook Disappoints On 'Acute Headwind' In Smartphone Industry: Analyst
Apple 'Selling Its Soul To The Devil'? Analyst Says Partnering With Alphabet Limits AI Upside
Apple 'Selling Its Soul To The Devil'? Analyst Says Partnering With Alphabet Limits AI Upside
Corning Beats Q4 Forecasts As AI-Fueled Optical Business Surges
Corning Beats Q4 Forecasts As AI-Fueled Optical Business Surges
Apple Q1 Preview: Company Goes For 12th Straight Double Beat, Analyst Calls 2026 'Pivotal Year'
Apple Q1 Preview: Company Goes For 12th Straight Double Beat, Analyst Calls 2026 'Pivotal Year'

Samik Chatterjee Recent News

Cisco Hints At Big AI Ramp — JPMorgan Says 2026 Orders Could Surprise To The Upside
Cisco Hints At Big AI Ramp — JPMorgan Says 2026 Orders Could Surprise To The Upside
Cisco Systems Inc (CSCO) released strong Q1 earnings, with a $4 billion AI order target for fiscal 2026. Analyst Samik Chatterjee maintains an Overweight rating.
Cisco Beats Q1 On Strong AI Demand, Execution; Analysts Raise Price Targets
Cisco Beats Q1 On Strong AI Demand, Execution; Analysts Raise Price Targets
Cisco Systems exceeded analyst expectations in Q1, with revenues up 8% driven by AI demand and raised guidance for 2026.
Why Qualcomm May Be 'The Least Expensive' AI Stock As Datacenter Hopes Rise
Why Qualcomm May Be 'The Least Expensive' AI Stock As Datacenter Hopes Rise
JPMorgan analyst Samik Chatterjee reiterated an Overweight rating on Qualcomm, citing strong diversification efforts and potential for growth in datacenters with AI applications.
HPE's Networking Weakness Overshadows AI Growth As 2026 Outlook Disappoints
HPE's Networking Weakness Overshadows AI Growth As 2026 Outlook Disappoints
Hewlett Packard Enterprise's TAM outlook is positive but 2026 earnings guidance disappoints due to lower Networking revenue. Analyst reiterates Overweight rating and $30 price target. Strong revenue growth in Cloud & AI and Networking, except for Data Center Networking. Weaker margins due to Server performance. Stock up 1.74% to $23.91.
HP's PC Boom Is Over — One Analyst Warns A Hangover Is Coming
HP's PC Boom Is Over — One Analyst Warns A Hangover Is Coming
HP's future outlook is challenging due to slowing PC demand, weak economy, and rising memory costs. Analyst downgrades stock.
Apple iPhone 17 Demand 'Tracking Modestly Ahead Of iPhone 16': Here's Which Model Is Winning
Apple iPhone 17 Demand 'Tracking Modestly Ahead Of iPhone 16': Here's Which Model Is Winning
Ahead of the iPhone 17 global launch, an analyst looks at how demand compares to the previous model.
Pure Storage Reports Q2: Stock Soars, Analysts Revise Forecasts
Pure Storage Reports Q2: Stock Soars, Analysts Revise Forecasts
PSTG stock rallies after upbeat Q2 results. JPMorgan maintains Overweight rating with $80 PT, while Needham raises PT to $85.
Cisco AI Orders Top $2 Billion, But 2026 Outlook Leaves Investors Wanting More
Cisco AI Orders Top $2 Billion, But 2026 Outlook Leaves Investors Wanting More
Cisco Systems Inc (NASDAQ: CSCO) reported upbeat fiscal fourth-quarter results, surpassing revenue and margin estimates. Analysts expect strong AI growth but some concern about less weighted security growth and tariff uncertainty.
Qualcomm May Have Lost Apple, But It's Not Losing Steam: Analyst
Qualcomm May Have Lost Apple, But It's Not Losing Steam: Analyst
Qualcomm is likely to report upbeat revenue and earnings for Q3, with "upsides across the board," according to JPMorgan.
Arista Networks Names New COO, Experience At Fastly, Cisco Systems
Arista Networks Names New COO, Experience At Fastly, Cisco Systems
CEO of Arista Networks, Todd Nightingale, will take over as President and COO in July 2025. Analyst maintains Overweight rating and praises his experience.
JPMorgan Bullish On Hewlett Packard Enterprise's Future, Cites 'Durable' Non-AI Segments, Capital Returns
JPMorgan Bullish On Hewlett Packard Enterprise's Future, Cites 'Durable' Non-AI Segments, Capital Returns
JPMorgan analyst Samik Chatterjee adjusts HPE's revenue and margin outlook after Q2 results.
Apple Q2 Earnings Preview: Analysts Remain Bullish But Warn Of 'Tariff Tornado' Hitting iPhone
Apple Q2 Earnings Preview: Analysts Remain Bullish But Warn Of 'Tariff Tornado' Hitting iPhone
Apple stock could be highly volatile Thursday after Q2 results and management commentary on what tariffs mean for the future.
Penguin Delivers Big Quarter, Yet JPMorgan Sees Momentum Fading In Second Half
Penguin Delivers Big Quarter, Yet JPMorgan Sees Momentum Fading In Second Half
Penguin Solutions Inc (NASDAQ: PENG) shares tanked despite strong Q2 results and raised revenue guidance, with JP Morgan maintaining a Neutral rating.
Why Nvidia's Next Moves Matter For Amphenol, Dell, Super Micro
Why Nvidia's Next Moves Matter For Amphenol, Dell, Super Micro
Nvidia Corp CEO Jensen Huang set to unveil next AI hardware at GTC 2025. JPMorgan analyst identifies potential winners in hardware and networking supply chain.
Qualcomm Posts Record Revenue As Analysts Flag Huawei, Tariff Risks
Qualcomm Posts Record Revenue As Analysts Flag Huawei, Tariff Risks
Shares of Qualcomm Inc (NASDAQ: QCOM) tanked despite record revenues. Analysts bullish about the company benefiting from accelerating AI adoption.
Teradyne Rises After Analyst's Upbeat Forecast For 2025 Growth
Teradyne Rises After Analyst's Upbeat Forecast For 2025 Growth
Teradyne (TER) stock climbed as JPMorgan upgrades with increased price target and predicts strong revenue growth due to expanding semiconductor market.
NetApp Is Poised For Revenue Growth Acceleration With AI Spending: Analyst
NetApp Is Poised For Revenue Growth Acceleration With AI Spending: Analyst
JPMorgan analyst Samik Chatterjee upgraded the rating for NetApp from Neutral to Overweight, while raising the price target to $160.
SMCI Stock Receives Harshest Price Target Among 17 Tracked Analysts As JPMorgan Maintains Underweight Rating On Super Micro: 'No Significant Movement Of Orders'
SMCI Stock Receives Harshest Price Target Among 17 Tracked Analysts As JPMorgan Maintains Underweight Rating On Super Micro: 'No Significant Movement Of Orders'
JPMorgan maintained its 'Underweight' rating on Supermicro Computer and reaffirmed its $23 price target after a meeting with management.
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