Barclays analyst Simon Coles maintained a Buy rating on ASML Holding NV (0QB8 – Research Report) today and set a price target of €900.00. The

Shares of Taiwan Semiconductor Manufacturing Co. (TSM) edged lower in mid-day trade on Friday after a surge in pre-market session, while other semiconductor stocks headed higher. However, according to a report by TheFly,

Marvell Technology (NASDAQ:MRVL) and Nvidia (NASDAQ:NVDA) arise as leaders in artificial intelligence semiconductor firms in 2025, according to an extensive outlook by Barclays. Broadcom (NASDAQ:AVGO),

Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum are rising fast.

Lumentum ( NASDAQ:LITE) just got a major vote of confidence from Barclays, sending its stock up 5% this morning. The firm flipped its rating from Underweight to Overweight and jacked up the price target from $80 to $125,

The recovery came after US chipmaker Nvidia closed up 9 per cent on Tuesday, recouping some of the heavy losses that wiped $600bn off its market capitalisation at the start of the week, when investors fretted over the threat from China’s DeepSeek to the US supremacy in artificial intelligence.

Semiconductor companies in Europe pointed to growing appetite for artificial intelligence in recent months, a development that stands in stark contrast with sluggish demand for chips in electric vehicles and industrial machinery.

Barclays analyst Tom O’Malley lowered the firm’s price target on NXP Semiconductors (NXPI) to $230 from $280 and keeps an Overweight rating on

Broadcom (NASDAQ:AVGO – Get Free Report) had its price target raised by equities researchers at Barclays from $205.00 to $260.00 in a research report issued on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the semiconductor manufacturer’s stock.

On January 17, Barclays analyst Tom O’Malley increased ... and highlighted the company’s strong position in the semiconductor sector. The firm’s 2025 outlook focuses on artificial ...

Barclays PLC cut its holdings in shares of Silicon Motion Technology Co. (NASDAQ:SIMO – Free Report) by 60.5% in the 3rd quarter, HoldingsChannel reports. The firm owned 1,199 shares of the semiconductor producer’s stock after selling 1,

Wall Street’s indexes rose today, with the benchmark S&P 500 hitting an intraday record high as investors cheered streaming video provider Netflix’s quarterly report and President Donald Trump’s private-sector artificial intelligence infrastructure investment plan.