Abhinav Davuluri

More From Abhinav Davuluri

We Reiterate our $240 Fair Value Estimate on Apple

Shares of narrow-moat company are up over 70% since mid-March lows as we suspect the market is anticipating a 5G super-cycle for the firm’s upcoming iPhone.

Abhinav Davuluri Jul 13, 2020

Apple Announces Shift to Internal Chips

We are maintaining our fair value estimates for both narrow-moat Apple and wide-moat Intel.

Abhinav Davuluri Jun 22, 2020

Raising Our Fair Value Estimate for Nvidia

Product launches and Mellanox acquisition bode well, but we view shares as overvalued.

Abhinav Davuluri May 22, 2020

After Mixed Results, Apple Shares Expensive

We are maintaining our fair value estimate for narrow-moat Apple, and we recommend prospective investors wait for a wider margin of safety.

Abhinav Davuluri May 1, 2020

Work-From-Home Trend Bolsters Demand for Intel

We are maintaining our $70 fair value estimate for wide-moat Intel. Shares look attractive at current levels.

Abhinav Davuluri Apr 24, 2020

Buying Opportunity in Pockets of Semiconductor Space

Multiple names are reaching or approaching 4-star territory.

Abhinav Davuluri Mar 10, 2020

Coronavirus Stifles Apple Revenue Guidance for Quarter

We still think it is likely any near-term shortfall will be made up in subsequent quarters.

Abhinav Davuluri Feb 18, 2020

Nvidia's Data Center Business Grows in Fourth Quarter

We are raising our fair value estimate for the firm.

Abhinav Davuluri Feb 14, 2020

Apple to Drive Double-Digit Growth in 2020

We are raising our fair value estimate for the narrow-moat firm as we incorporate superior near-term prospects.

Abhinav Davuluri Jan 29, 2020

Data Center Propels Intel to Record Results

We are raising our fair value estimate for the wide-moat firm as we incorporate the stronger near-term performance and outlook.

Abhinav Davuluri Jan 24, 2020

The Road Ahead Looks Promising for Intel's Mobileye

The leader in advanced driver-assistance systems contributes only a small part of the chipmaker's overall revenue for now, but sales are growing.

Abhinav Davuluri Dec 30, 2019

Qualcomm Poised to Reap Rewards from 5G in 2020

We are raising our fair value estimate, but shares of the narrow-moat firm look expensive.

Abhinav Davuluri Nov 7, 2019

Apple Poised to Return to Growth in Fiscal 2020

With shares up 54% year-to-date, we recommend prospective investors seek a wider margin of safety.

Abhinav Davuluri Oct 31, 2019

Intel Overcomes Industry Headwinds With Record Results

We reiterate our view that shares look attractive at current levels for the wide-moat firm.

Abhinav Davuluri Oct 25, 2019

What Do Cheaper iPhones Mean for Apple?

We don't expect a rebound in Apple's phone sales this year, and we think the stock's overvalued.

Abhinav Davuluri Sep 13, 2019

Where We See Value in Tech Stocks

Abhinav Davuluri Aug 16, 2019

An Array of Uncertainties for Qualcomm

We recommend prospective investors steer clear of shares at current levels.

Abhinav Davuluri Aug 1, 2019

Apple Delivers on Services, Wearable Growth Strategy

We're maintaining our $200 fair value estimate.

Abhinav Davuluri Jul 31, 2019

Don't Count Intel Out Just Yet

The market seems to be overestimating AMD's long-term prospects.

Abhinav Davuluri Jun 17, 2019

IPhone Takes Backseat at Apple's Developer Event

However, it remains central to our narrow moat rating.

Abhinav Davuluri Jun 5, 2019

A Wild Ride for Semiconductor Stocks This Year

Abhinav Davuluri May 1, 2019

Apple Rights iPhone Ship

We are maintaining our fair value estimate, and we think shares are fairly valued at current levels.

Abhinav Davuluri May 1, 2019

Choppy Outlook for Undervalued Intel

We think investors with a long-term horizon will find current levels compelling relative to our unchanged fair value estimate of $65 per share.

Abhinav Davuluri Apr 26, 2019

Tough Quarter for Nvidia, Shares Pricey

The GPU titan beat recently lowered expectations, but its full-year outlook calls for no growth.

Abhinav Davuluri Feb 15, 2019

Loyal Users Will Benefit Apple Even as China Weighs

Abhinav Davuluri Jan 30, 2019

Apple Faces Headwinds in 2019, but Shares Look Cheap

We think Apple will resume mid-single-digit sales growth in fiscal 2020 despite the potential for continued weakness in China.

Abhinav Davuluri Jan 30, 2019

Headwinds Persist for Intel, but Sell-Off Overdone

Abhinav Davuluri Jan 25, 2019

Intel Sell-Off Overdone, Shares Cheap

Near-term headwinds weighed on the chipmaker, but our long-term thesis is intact.

Abhinav Davuluri Jan 25, 2019

Qualcomm Focused on Automotive, Enabling 5G at CES

Shares of the narrow-moat firm are undervalued, but we believe Intel offers a superior opportunity.

Abhinav Davuluri Jan 11, 2019

More About Abhinav Davuluri

Abhinav Davuluri, CFA, is a strategist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers microprocessors, wafer manufacturing equipment, and other companies in the semiconductor space.

Before joining Morningstar in 2015, Davuluri spent two years as a process engineer for Intel.

Davuluri holds a bachelor’s degree in chemical engineering from the University of Michigan. He also holds the Chartered Financial Analyst® designation.