Abhinav Davuluri

More From Abhinav Davuluri

Another Plot Twist in the Qualcomm-Broadcom Drama

Qualcomm is ordered to push back its annual meeting by the Committee on Foreign Investment in the U.S., disappointing Broadcom.

Abhinav Davuluri Mar 5, 2018

What Qualcomm Tie-Up Means for Broadcom Bid

The acquisition of NXP for $44 billion makes Qualcomm a relatively less attractive target for Broadcom.

Abhinav Davuluri Feb 20, 2018

This Company Is Evolving Into an Equipment Titan

Abhinav Davuluri Feb 12, 2018

Expect Intel's Growth Streak to Continue

We're raising our fair value estimate on the wide-moat firm but recommend a wider margin of safety before buying.

Abhinav Davuluri Jan 26, 2018

Undervalued Synaptics Wows at CES 2018

The human interface chipmaker has a nicely diversified set of opportunities coupled with cutting-edge solutions across touch, display, voice, and video.

Abhinav Davuluri Jan 11, 2018

Intel Not Out of Woods Yet

The wide-moat company will remain under scrutiny as it rolls out its mitigation solutions and the performance of 'cured systems' is intensely analyzed.

Abhinav Davuluri Jan 4, 2018

Synaptics Poised to Rebound in 2018

The undervalued firm continues to boast strong offerings in touch, display, and fingerprint sensors for smartphones.

Abhinav Davuluri Dec 13, 2017

Marvell’s Results Solid, but Stock Pricey

The market may be assigning overoptimistic expectations to the Marvell-Cavium entity.

Abhinav Davuluri Nov 29, 2017

Marvell and Cavium Join Forces as Industry M&A Heats Up

We view the deal favorably for both companies’ shareholders.

Abhinav Davuluri Nov 22, 2017

Deal or No Deal for Broadcom and Qualcomm?

Though Qualcomm's board rejected Broadcom's unsolicited bid, we expect Broadcom's advances to persist.

Abhinav Davuluri Nov 13, 2017

Can Nvidia’s Winning Streak Continue?

Despite the aura of positivity surrounding the narrow-moat firm, we think recent growth will be challenging to replicate, and the shares are materially overvalued.

Abhinav Davuluri Nov 10, 2017

Synaptics Bounces Back

If the firm can execute rolling out its latest optical fingerprint sensors and OLED display driver chips during 2018, we think Synaptics will resume healthy growth beyond fiscal 2018.

Abhinav Davuluri Nov 8, 2017

Intel Well-Positioned to Accelerate Growth

We are modestly increasing our fair value estimate to $36 after better than expected third-quarter results.

Abhinav Davuluri Oct 27, 2017

Favorable Industry Fundamentals Drive Micron

Though management expects the positive environment to persist into next year, shares of the memory supplier are overpriced.

Abhinav Davuluri Sep 27, 2017

Nvidia May Not Stay King of the AI Hill

Abhinav Davuluri Sep 25, 2017

More Good News to Come From Micron?

This firm should be able to take part in more appealing end-markets such as enterprise solid-state drives while enjoying superior cost metrics.

Abhinav Davuluri Jun 30, 2017

Synaptics Buys Tied to Internet of Things Strategy

We continue to see an appropriate margin of safety for investors looking for an appealing growth story in the semiconductor space.

Abhinav Davuluri Jun 12, 2017

Synaptics Regains Its Footing

This smartphone component provider is at the leading edge.

Abhinav Davuluri Jun 5, 2017

Applied Materials Impresses

The wide-moat company provided improved guidance for next quarter, but shares are overpriced.

Abhinav Davuluri May 18, 2017

Nvidia Overvalued as Competition Lurks

Current market prices imply overly-optimistic expectations for the overall company.

Abhinav Davuluri May 10, 2017

Intel Looks Pricey as Data Center Growth Looks Tepid

Intel’s first quarter was solid overall, but it doesn’t mask weak results from the data center group.

Abhinav Davuluri Apr 28, 2017

Litigation Bruise Won't Debilitate Qualcomm

Abhinav Davuluri Apr 3, 2017

Micron Impresses, But Shares Rich

The no-moat company’s third quarter guidance outshines its impressive second-quarter results.

Abhinav Davuluri Mar 23, 2017

Intel-Mobileye Hookup: Synergies Offset by High Price

We applaud the strategic rationale of the deal, given Mobileye’s existing portfolio of computer vision products found in vehicles on the road today.

Abhinav Davuluri Mar 13, 2017

Licensing Digs Moat for Qualcomm

We think the company can withstand the attacks on its business model.

Abhinav Davuluri Feb 8, 2017

No Growth Expected in 2017 for Intel

No change to our $31 fair value estimate after fourth-quarter results exceed our expectations.

Abhinav Davuluri Jan 26, 2017

Key Technology Trends on Full Display at CES 2017

We think Intel, Qualcomm, and Nvidia are poised to benefit.

Abhinav Davuluri Jan 11, 2017

What the South Korean FTC Ruling Means for Qualcomm

We are less concerned about the fine itself; rather, the existing licensing agreements held by Qualcomm are at risk.

Abhinav Davuluri Dec 29, 2016

A Strong 2017 Ahead for Micron

The company's earnings beat validates recent pricing recoveries in the dynamic random access memory space.

Abhinav Davuluri Dec 22, 2016

Synaptics' Current Price Is Appealing

The no-moat human interface solutions developer announced a new OLED display driver chip and optical-based fingerprint sensor that we expect will be prevalent in future flagship smartphones.

Abhinav Davuluri Dec 13, 2016

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.