Shares of STMicroelectronics NV (STM) fell over 1% in mid-day trade on Wednesday after analysts at Bernstein downgraded the ...

In a report released today, Sara Russo from Bernstein maintained a Buy rating on ASML Holding NV (0QB8 – Research Report), with a price target ...

Bernstein analyst Sara Russo maintained a Sell rating on ARM Holdings PLC ADR (ARM – Research Report) yesterday and set a price target of ...

“leaving investors with a challenging view for the year ahead with no clear bottom in sight,” analyst Sara Russo said in a Wednesday note. By contrast, STMicroelectronics’ peer Infineon ...

Investors will seek reassurance that ASML's AI-dependent growth outlook for 2025 is secure despite a selloff sparked by China ...

Analyst Sara Russo of Bernstein said she agreed with the CEO's viewpoint, but she also highlighted that DeepSeek's impact is only just starting to be felt and ASML is a supply chain company.

ASML's stock soared over 11% after the company reported impressive fourth-quarter results for 2024, surpassing expectations ...

The revision comes after the semiconductor contract manufacturer opted not to provide formal guidance for 2025, “leaving investors with a challenging view for the year ahead with no clear bottom in ...

"Investors want to get comfortable that ASML's bookings support 2025 guidance, and that they are beginning to build the backlog for growth into 2026," said Bernstein analyst Sara Russo. DeepSeek ...