A lack of “evidence of significant growth” in sales or profits tied to artificial intelligence was the biggest surprise in Arm’s F-1 SEC filing, Bernstein analysts Sara Russo and Chris Elias ...

“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 ...

"The big headline from ASML was disappointing bookings coming in well below expectations," Bernstein analyst Sara Russo said in a client note. "Combined with lowered 2025 guidance, these headlines ...

Analyst Sara Russo cut her view to underperform from market perform, becoming a rare analyst with the equivalent of a sell rating on the stock. Her $100 price target represents downside of more ...

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.

"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 ...

Despite using a generous and merited 45x FY26 P/E, we struggle to find upside.” Russo lowered her rating on Arm to Underperform from Market Perform and kept her $100 price target. Delving a bit ...