AMD (US)

We believe Amkor (AMKR; $65.75; E/W) made a good case for the stock’s recent re-rating during its Investor Day last Thursday (5/21) with thorough support for the idea that advanced outsourced semiconductor packaging and test…

We reiterate our Outperform and raise our target from $250 to $300 on the shares of Sanmina (SANM; $242.04) after hosting investor meetings in New York yesterday for CFO Jon Faust and Paige Melching, SVP,…

We reiterate our Outperform, raise our target from $200 to $250, and increase F2026/2027E (Sept) EPS from $10.05/$11.10 to $11.00/$12.75 on Sanmina (SANM; $188.08) after a big FQ2 (Mar) “beat and raise” confirmed to us…

We reiterate our Outperform and raise our target from $400 to $475 on the shares of Celestica (CLS; $401.34) ahead of its Q1 results, scheduled for next Monday (4/27 after market). We note recent data…