Morgan Stanley believes it makes sense for Elon Musk’s tech empires TSLA and SpaceX to join forces; Tigress anticipates more revenue growth for AAPL on rising market share in emerging markets.
Raymond James’ Simon Leopold notes that at Nutanix’s core, the “heart” of the company’s store has always stood upon software.
Rosenblatt’s Jun Zhang believes HIMX’s opportunities to generate revenue next year will prove “insufficient.”
Cowen’s Karl Ackerman believes NAND fundamentals and demand in Asia look solid near-term, with cost dynamics favoring MU in 2018.
Canaccord’s Michael Graham sees some positives at play for Snap, but ultimately sees 14% downside potential at the end of the day.
William Blair bulls look into a promising crystal ball for performances from two of the tech-verse’s leading players in 2018.
Guggenheim’s Rob Cihra sees further compelling upside potential for Apple when looking at the next 3 fiscal years, believing Services will matter increasingly more in the long-term picture.
Morgan Stanley’s Joseph Moore notes that though his colleague points to dipping NAND flash chip prices threatening ahead, this just marks under a third of MU’s business.
Baird’s Colin Sebastian notes that with all eyes on Instagram monetization, even worries of waning FB engagement could serve to step up relevancy and app performance.
Tigress’ Ivan Feinseth is enticed by BABA’s potential to grow revenue and penetrate new markets across the globe.
