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Needham & Company Reiterates a 'Strong Buy' on Volterra Semiconductor (VLTR); Analyst Day Preview Outlines Key Areas of Investor Focus

November 28, 2011 7:55 AM EST
VLTR Hot Sheet
Rating Summary:
    9 Buy, 5 Hold, 0 Sell

Rating Trend: Up Up

Today's Overall Ratings:
    Up: 20 | Down: 11 | New: 38
Needham & Company reiterates a 'Strong Buy' on Volterra Semiconductor (NASDAQ: VLTR) price target of $29.00.

Needham analyst says, "VLTR will host its 4th annual analyst day on Tuesday, November 29th, in San Francisco followed by a cross-country road show for
the remainder of the week. The event timing is perfect; VLTR is at the crossroads of investors sorting out its secular growth drivers against the larger canvas of end market demands driven by IT spend into the turn of the year. There are a handful of areas that management should address with investors, in our view, and we remain very bullish on VLTR’s opportunities in 2012. The top priority is the timing of the Romley server ramp and its implications to the assembly supply chain for end OEM customers, which pulls VLTR’s power mgmt voltage regulator solutions...We continue to believe VLTR is one of our best secular growth stories in our covered analog/mixed signal universe and investors will be rewarded in 2012 as the Server revenue kicks in and drives strong Q/Q revenue comps."

For an analyst ratings summary and ratings history on Volterra Semiconductor click here. For more ratings news on Volterra Semiconductor click here.

Shares of Volterra Semiconductor closed at $21.62 yesterday, with a 52 week range of $18.09-$27.68.


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