Baird

Broadcom Inc (NASDAQ: AVGO) reported 13-percent year-over-year third-quarter revenue growth and a 21-percent increase in non-GAAP earnings per share on Thursday. The revenue was roughly in line with estimates, while the bottom line exceeded expectations. The company issued in-line...

The NAND and DRAM markets are showing signs of weakness, and one Wall Street analyst is dialing back his bullish outlook for Micron Technology, Inc. (NASDAQ: MU). The Analyst Baird analyst Tristan Gerra reiterated an Outperform rating on Micron, but removed the stock as a large-cap top...

Demand for Xilinx, Inc. (NASDAQ: XLNX)'s field programmable gate arrays, or FGPAs, is perking up, prompting Baird to upgrade the stock.  The Analyst Analyst Tristan Gerra upgraded Xilinx from Neutral to Outperform and increased the price target from $71 to $90. The Thesis The 5G...

Gap Inc (NYSE: GPS) shares are reeling despite the apparel retailer's second-quarter earnings and sales beat Thursday.  Wall Street Weighs In Nomura analyst Simeon Siegel maintained a Neutral rating on Gap with a $32 price target. Credit Suisse analyst Michael Binetti maintained ...

Splunk Inc (NASDAQ: SPLK) reported Thursday its second-quarter results, which consisted of a top-and-bottom-line beat and encouraging guidance. Here's a summary of how some of the Street's top analysts reacted to the print. The Analysts Morgan Stanley's Melissa Franchi maintains an...

With the stock up more than 40 percent since February 2017, now is the time for Duluth Holdings Inc (NASDAQ: DLTH) investors to move to the sidelines, according to Baird. The Analyst Baird's Jonathan Komp downgraded Duluth Holdings from Outperform to Neutral with an unchanged $30 price...

With Urban Outfitters Inc (NASDAQ: URBN) coming off a strong second-quarter earnings beat and record sales, Wall Street analysts came in droves to discuss the retailer's future prospects.  Analyst Ratings: Nomura analyst Simeon Siegel maintained a Neutral rating on Urban Outfitters...

MasTec, Inc. (NYSE: MTZ) shares have come under pressure due to concerns about a work stoppage at the Mountain Valley Pipeline project and weak cash flow. These concerns appear to be priced in, according to Baird.  The Analyst Baird analyst Andrew Wittmann upgraded MasTec from Neutral to...

Twilio Inc (NYSE: TWLO) reported blowout second-quarter earnings Monday, but some analysts are saying Tuesday’s 19-percent gain is just the beginning for the stock. The Analyst Baird analyst William Power reiterated his Outperform rating for Twilio and raised his price target from $50 to $82...

Mobile Mini, Inc. (NASDAQ: MINI)’s intermediate-term outlook is well-supported, according to a new sell-side bull.  The Analyst Baird analyst Andrew Wittmann upgraded Mobile Mini from Neutral to Outperform and increased the price target from $47 to $48. The Thesis Despite shares...

Micron Technology, Inc. (NASDAQ: MU) stock was trading 2.5 percent higher Thursday afternoon following a slew of bullish ratings from Wall Street. The company posted a third-quarter earnings beat and guidance for the fourth quarter above consensus estimates. The Street Weighs In Despite...

Construction Partners Inc (NASDAQ: ROAD)’s consistent and steady stream of business is a recipe for profitability, according to Baird.  The Analyst Baird’s Andrew Wittmann on May 29 initiated coverage of Construction Partners with an Outperform rating and $15 price target...

Baird’s Matthew Gillmore downgraded HealthStream, Inc. (NASDAQ: HSTM) from Outperform to Neutral Thursday while maintaining a $24 price target.  'Further Multiple Expansion Seems Unlikely'  HealthStream’s share price had climbed an impressive 24 percent this year as...

First Data Corp (NYSE: FDC) hosted its investor day Tuesday morning, and the presentation was mostly cheered by Street analysts. The Analysts Bernstein's Harshita Rawat maintained an Outperform rating on First Data with a price target lifted from $22 to $24. Morgan Stanley's...