Abhinav Davuluri

More From Abhinav Davuluri

Progress in Self-Driving, ADAS for Intel at CES

We remain positive on the firm's prospects and see an attractive margin of safety relative to our fair value estimate.

Abhinav Davuluri Jan 11, 2019

Nvidia Returns to Gaming Roots at CES

New graphics processing unit, the RTX 2060, is well positioned for mainstream gamers.

Abhinav Davuluri Jan 10, 2019

Mobile Takes Back Seat at CES 2019 for Synaptics

The company showcased a bevy of promising initiatives, and patient investors may find current price levels attractive.

Abhinav Davuluri Jan 10, 2019

Apple's Long-Term Outlook Remains Bright

Despite menacing headwinds for iPhone in China, the firm still can better monetize its existing user base and we see Apple shares as undervalued.

Abhinav Davuluri Jan 3, 2019

What to Make of Micron's Dreary Outlook

We model fiscal 2019 to be down considerably, but we expect a solid recovery thereafter thanks to the proactive efforts of the key memory participants.

Abhinav Davuluri Dec 19, 2018

We're Positive on Broadcom

Longer term, we think Broadcom is part of the heavyweight class of chip leaders and boasts intangible assets.

Abhinav Davuluri Dec 7, 2018

Below Expectations Results for Nvidia

Our fair value estimate remains unchanged for the narrow-moat firm.

Abhinav Davuluri Nov 16, 2018

Strong iPhone Sales for Apple; Tepid Holidays Expected

Abhinav Davuluri Nov 2, 2018

No Disputing Apple iPhone Hegemony But Shares Not Cheap

Expectations of a more tepid holiday quarter have sent shares of the wide-moat firm lower, but we’d wait for a more attractive price before diving in.

Abhinav Davuluri Nov 1, 2018

Our Confidence in Intel Is Renewed

Investors should find shares of the chip titan enticing after a record quarter.

Abhinav Davuluri Oct 26, 2018

Intel's Data Center Demise Is Overstated

We think customers will look past the nanometer headlines.

Abhinav Davuluri Sep 24, 2018

Why We're Increasing Our Fair Value on Apple

The smartphone titan is doubling down on its premium price strategy after raising the bar on price last year with the iPhone X.

Abhinav Davuluri Sep 13, 2018

Semi Sell-Off Offers Opportunity

We see attractive entry points for some wide-moat chipmakers.

Abhinav Davuluri Sep 10, 2018

Broadcom Records Solid Quarter, Shares Attractive

Most major segments (aside from wireless) exhibited solid year-over-year growth, illustrating the company's breadth of offerings.

Abhinav Davuluri Sep 7, 2018

Nvidia Ends Hot Streak

For the first time in years, the narrow-moat firm's revenue range fell below consensus estimates.

Abhinav Davuluri Aug 17, 2018

Good News Already Priced Into Apple

Abhinav Davuluri Aug 1, 2018

Apple Flexes Its Premium Status; Shares Fairly Valued

The iPhone X, 8 and 8 plus pushed average selling price up an impressive 20% in the quarter, but we think investors should wait for a more attractive entry point.

Abhinav Davuluri Aug 1, 2018

Intel Delivers a Monster Quarter; Shares Attractive

With the recent sell-off, we think Intel offers a compelling investment opportunity.

Abhinav Davuluri Jul 27, 2018

Broadcom's Bid Is Puzzling, but Financially Reasonable

The deal to acquire CA Technologies doesn't have any clear synergies, but the premium Broadcom is paying is modest for a tech merger.

Abhinav Davuluri Jul 12, 2018

Why We've Downgraded Apple's Moat Trend

Switching costs are strong, but not necessarily getting stronger.

Abhinav Davuluri Jul 4, 2018

Intel: CEO Resignation Doesn't Dampen Our Positive View

We're maintaining our fair value estimate and wide moat rating for the chip titan and view shares as undervalued.

Abhinav Davuluri Jun 21, 2018

Micron: DRAM Market a Goldmine, Raising Fair Value

We modestly increased our fair value estimate due to superior near-term expectations, but shares are materially overvalued.

Abhinav Davuluri Jun 20, 2018

Will Dialog Semiconductor Scoop Up Synaptics?

An offer in the realm of our fair value estimate would represent a sufficient premium for current shareholders of no-moat Synaptics.

Abhinav Davuluri Jun 19, 2018

Broadcom Looks Attractive

The narrow-moat firm is poised to capitalize on its leadership positions to drive future growth and potential accretive acquisitions.

Abhinav Davuluri Jun 8, 2018

Micron Is Stronger--and Pricier--Than Ever

The memory supplier is well-positioned, but we continue to view shares as significantly overvalued.

Abhinav Davuluri May 21, 2018

Nvidia Wows but Competition Lurks

The narrow-moat GPU leader maintained its streak of estimate-beating results, but shares are absurdly priced.

Abhinav Davuluri May 11, 2018

2018 Off to a Glowing Start for Intel

The chip titan’s comprehensive product portfolio is delivering growth on every front despite a declining PC market.

Abhinav Davuluri Apr 27, 2018

Did Apple Really Deal a Blow to Intel?

The news that Apple may develop its own PC chips doesn't change our wide-moat rating on Intel, but it does reinforce our negative moat trend assessment.

Abhinav Davuluri Apr 2, 2018

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.