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Stock impact report

Nvidia, Micron, Qualcomm in focus as KeyBanc boosts estimates on China, AI hopes [Seeking Alpha]

Monolithic Power Systems, Inc. (MPWR) 
Last monolithic power systems, inc. earnings: 4/28 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: ir.monolithicpower.com/investor-relations
Company Research Source: Seeking Alpha
"Our quarterly supply chain findings were mixed," analysts John Vinh and Jim Long wrote in a note to clients. "In analog, we're seeing signs of life within China, while [rest of world] remains muted, but 1Q appears to be the bottom; PCs are still tracking to roughly flat for the year; while iPhone demand is weaker in China, demand in India is stronger; Android high end remains healthy, offset by softness in mid/low. AI remains robust as expected, despite plenty of cross currents, while [chip-on-wafer-on-substrate] capacity is expected to double in 2025." Vinh and Long raised their estimates and price targets on Nvidia, Micron, Qualcomm and Monolithic Power Systems ( MPWR ). They also raised their price target on Arm ( ARM ), while pointing out the findings were positive for Analog Devices ( ADI ), Texas Instruments ( TXN ) and Microchip Technology ( MCHP They tweaked estimates on AMD ( NASDAQ: AMD ) after finding the picture was "mixed" for the Dr. Lisa Su-led company, while they Show less Read more
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