Posts in category Insights


Advanced Micro Devices (AMD): Get Ready for Some Upside Come 1Q18 Earnings Show, Predicts Rosenblatt

Rosenblatts’ Hans Mosesmann is especially upbeat on AMD’s new Ryzen models, in what he calls a record for the chip giant’s “most prolific new product ramp” to date.

Biotech Talk: Cowen Shares Thoughts on Dynavax (DVAX) Following Favorable Data in Advanced Head and Neck Cancer

Cowen’s Phil Nadeau sings the praises of this “undervalued” biotech stock, encouraged to see DVAX’s cancer drug SD-101 revealed well tolerated results in a mid-stage trial.

Oppenheimer Cuts Sales Expectations for Synergy Pharmaceuticals (SGYP) Approaching 1Q18 Print; But Better Sales Growth Ahead?

Oppenheimer’s Christopher Liu thinks the Street is too confident on SGYP ahead of its first earnings show of the year- opting for now to stick to the sidelines.

Here’s Why Analysts Like These Two Chip Giants: Micron Technology (MU), Intel Corporation (INTC)

One top analyst sings Micron’s praises despite concerns of DRAM pricing weakness; another analyst lifts expectations on standout Intel fundamentals.

Alibaba Group (BABA): Jason Helfstein Highlights Strength in New Retail and Lazada Commerce Growth Prospects

Oppenheimer’s Jason Helfstein has taken a close, confident look into BABA’s new retail and international pieces of the puzzle.

BlackBerry Ltd (BB): Here’s Why Tim Long Is Not Clapping for the FQ4 Earnings Beat

Though Tim Long notes BlackBerry posted a robust fourth fiscal quarter for 2018, the guide hangs unclear for fiscal 2019 software revenue growth.

Maxim Reiterates Buy on AEterna Zentaris Inc. (AEZS) Following 4Q:17 Update

With Macrilen now on the commercial table, AEZS is looking at a “leaner” future of expenses, cheers Jason McCarthy.

Deluge of Bad News Highlights Tesla Inc (TSLA) Risks, Says Oppenheimer

After a blitz of bad breaks for TSLA, Colin Rusch believes the company’s risk factor stands exposed.