Mark Delaney

Avnet, Inc. (NASDAQ: AVT), a distributor of electronic components and embedded solutions, is likely to be plagued by margin pressure and challenging semiconductor industry cycle, according to an analyst at Goldman Sachs. The Analyst Goldman's Mark Delaney downgraded Avnet from Neutral to...

Shares of Microchip Technology Inc. (NASDAQ: MCHP) have gained 30 percent over the past year, and Goldman Sachs sees the case for a further 13-percent upside for three key reasons. The Analyst Goldman Sachs' Mark Delaney upgraded Microchip Technology's stock rating from Neutral to Buy...

The incredible run in semiconductor stocks has continued in 2017, with the VanEck Vectors Semiconductor ETF (NYSE: SMH) once again more than doubling the overall return of the S&P 500. On Tuesday, Goldman Sachs’ research team took inventory of where top semiconductor stocks stand after...

Micron Technology, Inc. (NASDAQ: MU)'s stock could move higher by as much as 20 percent due to one notable upcoming catalyst, analysts at Goldman Sachs argue. The firm's Mark Delaney upgrades Micron's stock rating from Neutral to Buy with a price target boosted from $33 to $40 ahead of the company'...

Microsemi Corporation (NASDAQ: MSCC) could be the next talked-about name in semi stocks. Goldman Sachs analyst Mark Delaney upgraded shares of the company from Neutral to Buy with a $55 price target, suggesting a 16-percent upside (see his track record here). The upgrade was prompted by a strong...

Mark Delaney of Goldman Sachs believes Micron Technology, Inc. (NASDAQ: MU) is well positioned to beat Street estimates in the coming quarters, but this isn't enough to maintain a bullish stance. Delaney downgraded shares of Micron from Buy to Neutral with a price target lowered from $32 to $30....

Micron Technology, Inc. (NASDAQ: MU) pre-announced its Q1 FY 2017 results ahead of expectations. There seems to be “additional upside” to the company’s Q2 results due to strong memory ASPs, especially in the datacenter, Goldman Sachs’ Mark Delaney said in a report. He...

Goldman Sachs’ Mark Delaney expressed a constructive stance on the opportunity for ON Semiconductor Corp (NASDAQ: ON) from its product cycles, as well as the benefits from the Fairchild Semiconductor Intl Inc (NASDAQ: FCS) acquisition. Delaney reinitiated coverage of ON Semiconductor with...

Micron Technology, Inc. (NASDAQ: MU) reported Q4 results in-line with the positive preannouncement. While DRAM market conditions may remain strong in the coming quarters, the company’s “ability to translate improved industry prices into better EPS and positive FCF continues to trail...

Goldman Sachs Group believes exposure to longer product cycles, less customer focus and enhanced pricing power resulting in improved margins is the key factors while selecting the stocks in IT supply chain. Therefore, analysts Mark Delaney and Timothy Sweetnam upgraded Flextronics International Ltd...

Goldman Sachs sees Marvell Technology Group Ltd. (NASDAQ: MRVL) as a potential M&A candidate, as a turnaround looks tough. Revenue Growth Potential The new management team claims Marvell can improve revenue growth, expand its gross margins and lower its R&D to sales ratio. But, the...

Western Digital Corp (NASDAQ: WDC) faces NAND margin risk and secular pressure in HDDs, Goldman Sachs’ Mark Delaney said in a report. He downgraded the rating on the company to Sell from Neutral, while reducing the price target to $38 from $47. Reasons For Downgrade Analyst Mark Delaney...

Shares of Marvell Technology Group Ltd. (NASDAQ: MRVL) climbed 8 percent in the pre-market trading after guiding second quarter above the Street, despite reporting weak first-quarter results. Marvell announced its delayed first-quarter (April 2016 quarter end) results and expects to file its final...