Harlan Sur

Micron Technology Q2 Earnings Preview: Results In-Line, Soft Guide Likely
Marvell Technology Quells Fears Of Losing Next-Gen XPU At Amazon, Expects To Surpass AI Revenues In FY26
Nvidia Analyst Sees 'Significant Upside' For Stock With Favorable Risk/Reward
Marvell Technology Quells Fears Of Losing Next-Gen XPU At Amazon, Expects To Surpass AI Revenues In FY26
Nvidia Analyst Sees 'Significant Upside' For Stock With Favorable Risk/Reward
Analog Devices Posts Q4 Beat, Analysts Say Industry Shows Early Signs Of Cyclical Recovery
ON Semiconductor's Q4 Revenues Down 15% As Automotive Industry Hits Massive Speed Bump, 7 Analysts Cut Forecasts On Continued Demand Weakness

Harlan Sur Recent News

What's Going On With Marvell Technology (MRVL) Stock?
Marvell Technology shares are trading higher by some 7% over the trailing week. JPMorgan analyst Harlan Sur highlights Marvell's strong AI-driven growth momentum.
JPMorgan Sees Marvell's AI Revenue Surge With $2 Billion Run-Rate In Networking By 2025
The JPMorgan analyst shared Marvell Technology is on track to exceed its AI target of $2.5B by 2025, with strong performance in optical/copper networking and partnerships with Amazon.
Nvidia Analysts See Stock 'Best Positioned In AI,' Not Worried About Guidance: 'All Systems Go For Blackwell Ramp'
Nvidia stock sold off after Q3 results and Q4 guidance. Analysts brush off concerns about guidance with Blackwell showing strong demand and ramp up.
ON Semiconductor's Q3 Solid, Analysts Highlight L-Shaped Recovery
ON Semiconductor reports a revenue beat in Q3 and expects an L-shaped recovery to continue through first half of 2025. Analysts remain cautious.
Texas Instruments Beats Q3 Expectations, But Analysts 'Don't Yet See The Lift-Off In Sales Growth'
Texas Instruments provided "sluggish" guidance for Q4; the stock rose after-hours on expectations of an end to inventory correction.
Broadcom Analyst Lifts AI Revenue Forecast To $12B On Potential Strong Demand From Google, Meta
Broadcom's AI and VMware businesses drive strong growth, with a $210 price target set by JPMorgan analyst Harlan Sur. AI revenue expected to surpass $12B by FY24.
Broadcom Q3 Earnings Preview: Can 'Sustained AI Order Momentum' Help Company With History Of Beating Estimates?
Broadcom could highlight its growth from the artificial intelligence sector when it reports third-quarter financial results Thursday.
Marvell Technology Posts First Beat-And-Raise In 5 Quarters: Analysts Focus On 'Solid AI Story'
Marvell Technology reports upbeat FQ2 sales. Analysts express optimism around the company's AI prospects and ability to beat AI revenue targets.
Broadcom Secures Major Wins With OpenAI, Google, Meta As It Targets $150B AI Market
Broadcom's recent wins in major AI ASIC programs and partnerships with tech giants like Google and Meta, are positioning it for significant growth in the $150B+ AI semiconductor market.
This Semiconductor Stock Holds 30% Upside: Analyst
Citigroup and JPMorgan analysts believe Texas Instruments stock has substantial upside potential, with a possible 30% surge by Dec. 2025 and a fair value of $250 to $275 by 2026.
AMD's Q2 Earnings: 9 Analysts Remain Positive On Long-Term Prospects, AI Optimism Tempered By Cost Concerns
AMD's Q2 earnings surpasses expectations and analysts from top firms maintain positive outlook for its strong data center growth, AI investments, and market position.
ON Semiconductor Manages Profitability Against Odds, 5 Analysts Raise Forecasts As 'Inventory Health Slowly Improves'
Shares of ON Semiconductor tanked in early trading on Tuesday, despite the company reporting upbeat second-quarter earnings.
Broadcom Q2 Earnings Preview: AI-Related Revenue In Focus, Will Partnerships With Meta, Google Shine Through In Results, Guidance?
Broadcom's AI-related revenue is a key area of focus in the Q2 earnings according to analysts. Here's a look at what analysts are saying about the company.
Marvell Technology's Revenues To Recover On AI Demand; These 9 Analysts Dive Into Q1 Results
Marvell Technology stock drops after Q1 earnings miss. The company's revenues are expected to ramp in 2H, driven by demand for AI infrastructure.
Marvell Technology Q1 Earnings Preview: Investors 'Particularly Interested' In Company's AI Business, Second Half Growth
Analysts see Marvell Technology having growth prospects for the latter half of 2024.
NVIDIA 'Marching Toward A Three-Trillion Market Cap': 11 Analysts Size Up Q1 Results As AI Leader 'Shows No Sign Of Slowing Down'
Nvidia stock is up over 200% in the last year. Analysts see more upside and a $3 trillion market capitalization coming after the company's Q1 results and guidance.
Applied Materials Sees Strong China Sales, Advanced Technology Driving Analyst Optimism
AMAT shares volatile after better-than-expected Q2 results. Analysts raise price targets, expect company to gain market share in chip equipment.
Arm Holdings Poised To Challenge Qualcomm, Intel, AMD In AI, Analysts Predict Growth In Chip Design
Arm Holdings stock drops after disappointing fiscal 2025 guidance, but analysts remain optimistic about AI and revenue growth.
Astera Labs Is Gaining Market Share, 2 Analysts Recommend The Stock Despite IPO Rally
Shares of semiconductor connectivity solutions provider Astera Labs Inc (NASDAQ: ALAB) made its public debut with a rally on the first day of tr
5 Micron Technology Analysts Raise Forecasts After Blockbuster Q2 Results
Shares of Micron Technology Inc (NASDAQ: MU) were climbing in early trading on Thursday, after the company reported upbeat results for its fiscal second quarter.
Broadcom Rocks At AI Event: Here's What Got These Analysts Most Excited
Broadcom Inc (NASDAQ: AVGO) recently announced projections for AI chip sales for 2024.
Marvell Technology's Q4 Had 'More Bad Than Good': 7 Analysts Explore Earnings As Shares Slip
Shares of Marvell Technology Inc (NASDAQ: MRVL) declined by 9.35% to $77.13 at the time of publication on Friday, after the company reported its fourth-quarter results an
Broadcom Is A Buy For 'AI, Dividends And M&A Benefits,' Analyst Says: Takeaways From Q4 Earnings
Broadcom Inc (NASDAQ: AVGO) shares were down on Friday, even after the company reported upbeat fourth-quarter results.
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