http://new.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Mon, 19 Oct 2026 08:49:57 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://new.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday 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 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/SEC+Filings/Form++4++++++++++AMBARELLA+INC+++++++++++++For%3A+Sep+25++Filed+by%3A+PAISLEY+CHRISTOPHER+B/27115406.html si-local-file:///var/storage/secattach/20260928/27115406.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++AMBARELLA+INC+++++++++++++For%3A+Sep+25++Filed+by%3A+PAISLEY+CHRISTOPHER+B/27115406.html Mon, 28 Sep 2026 17:06:00 -0400 AMBA http://www.streetinsider.com/SEC+Filings/Form++144++++++++AMBARELLA+INC++++++++++++++++++++++++++Filed+by%3A+PAISLEY+CHRISTOPHER+B/27104790.html si-local-file:///var/storage/secattach/20260925/27104790.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++AMBARELLA+INC++++++++++++++++++++++++++Filed+by%3A+PAISLEY+CHRISTOPHER+B/27104790.html Fri, 25 Sep 2026 10:00:00 -0400 AMBA http://www.streetinsider.com/SEC+Filings/Form++4++++++++++AMBARELLA+INC+++++++++++++For%3A+Sep+18++Filed+by%3A+Young+John+Alexander/27086210.html si-local-file:///var/storage/secattach/20260921/27086210.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++AMBARELLA+INC+++++++++++++For%3A+Sep+18++Filed+by%3A+Young+John+Alexander/27086210.html Mon, 21 Sep 2026 17:58:00 -0400 AMBA http://www.streetinsider.com/SEC+Filings/Form++4++++++++++AMBARELLA+INC+++++++++++++For%3A+Sep+17++Filed+by%3A+Wang+Feng-Ming/27081118.html si-local-file:///var/storage/secattach/20260918/27081118.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++AMBARELLA+INC+++++++++++++For%3A+Sep+17++Filed+by%3A+Wang+Feng-Ming/27081118.html Fri, 18 Sep 2026 16:52:00 -0400 AMBA http://www.streetinsider.com/SEC+Filings/Form++4++++++++++AMBARELLA+INC+++++++++++++For%3A+Sep+17++Filed+by%3A+Ju+Chi-Hong/27081115.html si-local-file:///var/storage/secattach/20260918/27081115.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++AMBARELLA+INC+++++++++++++For%3A+Sep+17++Filed+by%3A+Ju+Chi-Hong/27081115.html Fri, 18 Sep 2026 16:51:00 -0400 AMBA