Logic, Analog Semiconductor Consolidation Seen Continuing by Moody's (KLAC) (LRCX)
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Piper Jaffray Remains Bullish on Lam Research (LRCX) Following Investor Meetings
July 15, 2015 7:29 AM EDTPiper Jaffray reiterates an Overweight rating and $94.00 price target on Lam Research (NASDAQ: LRCX) following investor meetings. Analyst Ruben Roy says that the company continues execution on targeting inflection-based WFE spending, and views LRCX as the best positioned semi-cap equipment company.
Roy commented,... More
Piper Jaffray Remains Bullish on Applied Materials (AMAT) Following Analyst Day
July 14, 2015 8:23 AM EDTPiper Jaffray reiterates an Overweight rating and $25.00 price target on Applied Materials (NASDAQ: AMAT) following an analyst day. Analyst Ruben Roy says that AMAT outlined a FY18 target model which forecasts 21.9% of WFE share leading to $2.00 in EPS.
Roy commented, "We reiterate our OW rating... More
