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2024-02-13 20:45:43 ET Summary Baupost Group's 13F portfolio value decreased from $5.21B to $4.59B this quarter. The portfolio is heavily concentrated with Liberty Global, Liberty SiriusXM, Viasat, Alphabet, and Fidelity National Information Services accounting for ~62% of the hol...
2024-02-13 05:00:00 ET Summary The Tech Sector, XLK, dominated market performance in 2023, with seven of the biggest names capping off a banner year. SA Quant’s Top 10 Tech Stocks for 2023 were up 43.6%, outperforming the S&P 500 by almost 20%, including SMCI +255%, ACL...
2024-02-09 11:37:45 ET Summary Qorvo has turned a financial corner and is experiencing growth in its markets, particularly with Apple. The company has been able to leverage its areas of strength and sees double-digit volume increases in the future. Qorvo remains underrepresent...
2024-02-07 11:33:41 ET More on Cirrus Logic Cirrus Logic, Inc. (CRUS) Q3 2024 Earnings Call Transcript Cirrus Logic, Inc. 2024 Q3 - Results - Earnings Call Presentation Pre-Earnings Update On Cirrus Logic Cirrus Logic Non-GAAP EPS of $2.89 beats by $0.88, rev...
2024-02-01 16:01:41 ET ACG's revenue has increased over the past three years, driven by content gains at its largest end customer and increased demand for advanced cellular products. Operating expenses have also increased due to goodwill impairment charges and higher employee-related costs. ...
2024-02-01 12:15:03 ET KeyBanc analyst issues SECTOR WEIGHT recommendation for QRVO on February 1, 2024 10:54AM ET. The previous analyst recommendation was Sector Weight. QRVO was trading at $104.485 at issue of the analyst recommendation. The overall analyst consensus :...
2024-02-01 12:15:03 ET Needham analyst issues BUY recommendation for QRVO on February 1, 2024 10:54AM ET. The previous analyst recommendation was Buy. QRVO was trading at $104.485 at issue of the analyst recommendation. The overall analyst consensus : BUY. Current an...
2024-01-31 19:37:06 ET Qorvo, Inc. (QRVO) Q3 2024 Earnings Conference Call January 31, 2024 05:00 PM ET Company Participants Douglas DeLieto - Vice President, Investor Relations Robert Bruggeworth - President and Chief Executive Officer Grant Brown - Senior Vice ...
2024-01-31 16:39:07 ET More on Qorvo Qorvo: Riding The Microchip Rebound (SA Quant) Standing Tall With Qorvo Qorvo: Rating Downgrade Due To Emerging Competition Qorvo Q3 2024 Earnings Preview Qorvo enters strategic partnership with Luxshare ...
2024-01-31 16:11:06 ET More on Qorvo Standing Tall With Qorvo Qorvo: Rating Downgrade Due To Emerging Competition Qorvo enters strategic partnership with Luxshare Read the full article on Seeking Alpha For further details see: Qorvo to acquire Ano...
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This past week, eight companies in KeyBanc analyst John Vinh’s semi-coverage universe reported, from which he highlighted vital tak...
Qorvo, Inc. (NASDAQ:QRVO) reported upbeat results for the fourth quarter, but issued weak current-quarter forecast. Qorvo posted adjusted earnings ...
U.S. stock futures were higher this morning, with the Dow futures gaining over 150 points on Thursday. Shares of Etsy, Inc. (NASDAQ:ETSY) fell shar...