http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Wed, 21 Oct 2026 07:17:05 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/AI/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html <p>Investing.com -- Susquehanna analysts said they expect modest upside for third-quarter results and fourth-quarter guidance as semiconductor companies prepare to report earnings. The firm noted that while much of the upside is expected to be linked to artificial intelligence, the broader semiconductor upcycle continues.</p><p>Lead times expanded by about two weeks for the second consecutive quarter in the firm's SemiSIGnals data. Pricing actions showed the largest sequential increase of 12% quarter-over-quarter in the third quarter of 2025, with checks suggesting further price increases in the fourth quarter of 2026 and into 2027.</p><p>Third-quarter original design manufacturer builds for the PC market are http://www.streetinsider.com/AI/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html Wed, 21 Oct 2026 07:17:05 -0400 AMD ARM FN INTC LITE LSCC http://www.streetinsider.com/General+News/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html <p>Investing.com -- Susquehanna analysts said they expect modest upside for third-quarter results and fourth-quarter guidance as semiconductor companies prepare to report earnings. The firm noted that while much of the upside is expected to be linked to artificial intelligence, the broader semiconductor upcycle continues.</p><p>Lead times expanded by about two weeks for the second consecutive quarter in the firm's SemiSIGnals data. Pricing actions showed the largest sequential increase of 12% quarter-over-quarter in the third quarter of 2025, with checks suggesting further price increases in the fourth quarter of 2026 and into 2027.</p><p>Third-quarter original design manufacturer builds for the PC market are http://www.streetinsider.com/General+News/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html Wed, 21 Oct 2026 07:17:05 -0400 AMD ARM FN INTC LITE LSCC http://www.streetinsider.com/AI/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html <p>Investing.com -- Susquehanna analysts said they expect modest upside for third-quarter results and fourth-quarter guidance as semiconductor companies prepare to report earnings. The firm noted that while much of the upside is expected to be linked to artificial intelligence, the broader semiconductor upcycle continues.</p><p>Lead times expanded by about two weeks for the second consecutive quarter in the firm's SemiSIGnals data. Pricing actions showed the largest sequential increase of 12% quarter-over-quarter in the third quarter of 2025, with checks suggesting further price increases in the fourth quarter of 2026 and into 2027.</p><p>Third-quarter original design manufacturer builds for the PC market are http://www.streetinsider.com/AI/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html Wed, 21 Oct 2026 07:17:05 -0400 AMD ARM FN INTC LITE LSCC http://www.streetinsider.com/General+News/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html <p>Investing.com -- Susquehanna analysts said they expect modest upside for third-quarter results and fourth-quarter guidance as semiconductor companies prepare to report earnings. The firm noted that while much of the upside is expected to be linked to artificial intelligence, the broader semiconductor upcycle continues.</p><p>Lead times expanded by about two weeks for the second consecutive quarter in the firm's SemiSIGnals data. Pricing actions showed the largest sequential increase of 12% quarter-over-quarter in the third quarter of 2025, with checks suggesting further price increases in the fourth quarter of 2026 and into 2027.</p><p>Third-quarter original design manufacturer builds for the PC market are http://www.streetinsider.com/General+News/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html Wed, 21 Oct 2026 07:17:05 -0400 AMD ARM FN INTC LITE LSCC http://www.streetinsider.com/AI/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html <p>Investing.com -- Susquehanna analysts said they expect modest upside for third-quarter results and fourth-quarter guidance as semiconductor companies prepare to report earnings. The firm noted that while much of the upside is expected to be linked to artificial intelligence, the broader semiconductor upcycle continues.</p><p>Lead times expanded by about two weeks for the second consecutive quarter in the firm's SemiSIGnals data. Pricing actions showed the largest sequential increase of 12% quarter-over-quarter in the third quarter of 2025, with checks suggesting further price increases in the fourth quarter of 2026 and into 2027.</p><p>Third-quarter original design manufacturer builds for the PC market are http://www.streetinsider.com/AI/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html Wed, 21 Oct 2026 07:17:05 -0400 AMD ARM FN INTC LITE LSCC http://www.streetinsider.com/General+News/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html <p>Investing.com -- Susquehanna analysts said they expect modest upside for third-quarter results and fourth-quarter guidance as semiconductor companies prepare to report earnings. The firm noted that while much of the upside is expected to be linked to artificial intelligence, the broader semiconductor upcycle continues.</p><p>Lead times expanded by about two weeks for the second consecutive quarter in the firm's SemiSIGnals data. Pricing actions showed the largest sequential increase of 12% quarter-over-quarter in the third quarter of 2025, with checks suggesting further price increases in the fourth quarter of 2026 and into 2027.</p><p>Third-quarter original design manufacturer builds for the PC market are http://www.streetinsider.com/General+News/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html Wed, 21 Oct 2026 07:17:05 -0400 AMD ARM FN INTC LITE LSCC http://www.streetinsider.com/AI/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html <p>Investing.com -- Susquehanna analysts said they expect modest upside for third-quarter results and fourth-quarter guidance as semiconductor companies prepare to report earnings. The firm noted that while much of the upside is expected to be linked to artificial intelligence, the broader semiconductor upcycle continues.</p><p>Lead times expanded by about two weeks for the second consecutive quarter in the firm's SemiSIGnals data. Pricing actions showed the largest sequential increase of 12% quarter-over-quarter in the third quarter of 2025, with checks suggesting further price increases in the fourth quarter of 2026 and into 2027.</p><p>Third-quarter original design manufacturer builds for the PC market are http://www.streetinsider.com/AI/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html Wed, 21 Oct 2026 07:17:05 -0400 AMD ARM FN INTC LITE LSCC http://www.streetinsider.com/General+News/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html <p>Investing.com -- Susquehanna analysts said they expect modest upside for third-quarter results and fourth-quarter guidance as semiconductor companies prepare to report earnings. The firm noted that while much of the upside is expected to be linked to artificial intelligence, the broader semiconductor upcycle continues.</p><p>Lead times expanded by about two weeks for the second consecutive quarter in the firm's SemiSIGnals data. Pricing actions showed the largest sequential increase of 12% quarter-over-quarter in the third quarter of 2025, with checks suggesting further price increases in the fourth quarter of 2026 and into 2027.</p><p>Third-quarter original design manufacturer builds for the PC market are http://www.streetinsider.com/General+News/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html Wed, 21 Oct 2026 07:17:05 -0400 AMD ARM FN INTC LITE LSCC http://www.streetinsider.com/AI/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html <p>Investing.com -- Susquehanna analysts said they expect modest upside for third-quarter results and fourth-quarter guidance as semiconductor companies prepare to report earnings. The firm noted that while much of the upside is expected to be linked to artificial intelligence, the broader semiconductor upcycle continues.</p><p>Lead times expanded by about two weeks for the second consecutive quarter in the firm's SemiSIGnals data. Pricing actions showed the largest sequential increase of 12% quarter-over-quarter in the third quarter of 2025, with checks suggesting further price increases in the fourth quarter of 2026 and into 2027.</p><p>Third-quarter original design manufacturer builds for the PC market are http://www.streetinsider.com/AI/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html Wed, 21 Oct 2026 07:17:05 -0400 AMD ARM FN INTC LITE LSCC http://www.streetinsider.com/General+News/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html <p>Investing.com -- Susquehanna analysts said they expect modest upside for third-quarter results and fourth-quarter guidance as semiconductor companies prepare to report earnings. The firm noted that while much of the upside is expected to be linked to artificial intelligence, the broader semiconductor upcycle continues.</p><p>Lead times expanded by about two weeks for the second consecutive quarter in the firm's SemiSIGnals data. Pricing actions showed the largest sequential increase of 12% quarter-over-quarter in the third quarter of 2025, with checks suggesting further price increases in the fourth quarter of 2026 and into 2027.</p><p>Third-quarter original design manufacturer builds for the PC market are http://www.streetinsider.com/General+News/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html Wed, 21 Oct 2026 07:17:05 -0400 AMD ARM FN INTC LITE LSCC http://www.streetinsider.com/AI/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html <p>Investing.com -- Susquehanna analysts said they expect modest upside for third-quarter results and fourth-quarter guidance as semiconductor companies prepare to report earnings. The firm noted that while much of the upside is expected to be linked to artificial intelligence, the broader semiconductor upcycle continues.</p><p>Lead times expanded by about two weeks for the second consecutive quarter in the firm's SemiSIGnals data. Pricing actions showed the largest sequential increase of 12% quarter-over-quarter in the third quarter of 2025, with checks suggesting further price increases in the fourth quarter of 2026 and into 2027.</p><p>Third-quarter original design manufacturer builds for the PC market are http://www.streetinsider.com/AI/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html Wed, 21 Oct 2026 07:17:05 -0400 AMD ARM FN INTC LITE LSCC http://www.streetinsider.com/General+News/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html <p>Investing.com -- Susquehanna analysts said they expect modest upside for third-quarter results and fourth-quarter guidance as semiconductor companies prepare to report earnings. The firm noted that while much of the upside is expected to be linked to artificial intelligence, the broader semiconductor upcycle continues.</p><p>Lead times expanded by about two weeks for the second consecutive quarter in the firm's SemiSIGnals data. Pricing actions showed the largest sequential increase of 12% quarter-over-quarter in the third quarter of 2025, with checks suggesting further price increases in the fourth quarter of 2026 and into 2027.</p><p>Third-quarter original design manufacturer builds for the PC market are http://www.streetinsider.com/General+News/Susquehanna+sees+modest+upside+for+semiconductor+earnings/27212973.html Wed, 21 Oct 2026 07:17:05 -0400 AMD ARM FN INTC LITE LSCC http://www.streetinsider.com/Analyst+PT+Change/Lattice+Semiconductor+%28LSCC%29+PT+Lowered+to+%24130+at+TD+Cowen/27201957.html TD Cowen analyst Joshua Buchalter lowered the price target on Lattice Semiconductor (NASDAQ: LSCC) to $130.00 (from $165.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/Lattice+Semiconductor+%28LSCC%29+PT+Lowered+to+%24130+at+TD+Cowen/27201957.html Mon, 19 Oct 2026 09:40:05 -0400 LSCC http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html <p>The analyst commented: "3Q26 Semiconductor Earnings Preview:<br /><br />ADI (Overweight, Off-Quarter, PT $525) We expect ADI to report better results and higher guidance, as bookings and demand trends continue to track above expectations, and channel feedback indicates lead times remain extended at ~six-month average as customers are beginning to place orders into backlog, which is increasing visibility out into 2027, and supports our view that we are still in the early stages of the broader analog upcycle with ample runway remaining. We continue to see constructive analog fundamentals, particularly in industrial and DC, where ADI should benefit from both, while http://www.streetinsider.com/Analyst+Comments/KeyBanc%27s+3Q26+Semiconductor+Earnings+Preview/27201353.html Mon, 19 Oct 2026 08:49:57 -0400 ADI AMBA AMD ARM AVGO CRUS INTC LSCC MCHP MPWR MRVL NDI NVDA NXPI ON QCOM SLAB SWKS SYNA TXN