MARKETS
James Kelleher
Director of Research & Senior Analyst: Technology,
Argus Research Corporation
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About James
Jim Kelleher has worked in the financial services industry for over 30 years. He is director of research at Argus and a member of the Investment Policy Committee. Mr. Kelleher has been instrumental in building Argus' proprietary valuation models, which are a key part of the proprietary Argus Six-Point Rating System. He also prepares the Portfolio Selector report and other publications; and he manages several Argus model portfolios. As a senior technology analyst, Mr. Kelleher covers Communications Equipment, Semiconductors, Information Processing, and Electronic Manufacturing Services companies. He is a CFA charter-holder and is a three-time winner in the Wall Street Journal's "Best on the Street" All-Star Analyst Survey. In July 2010, McGraw-Hill Professional published Mr. Keheller's book, Equity Valuation for Analysts & Investors.
James's Articles
ASML Holding NV (ASML) dropped 12% in a down market for technology stocks on July 17, mainly due to political commentary from both US political parties suggesting tightened restrictions on semiconductor exports. But the Netherlands-based maker of leading-edge semiconductor capital equipment exceeded sales and profit expectations for 2Q24, highlights James Kelleher, senior analyst at Argus Research.
James Kelleher
TECHNOLOGY
Tickers: ASML
We are raising our rating on Micron Technology Inc. (MU) to “Buy.” The stock surged in the after-market on March 20 when the company delivered fiscal 2Q24 revenue well above the high end of its guidance range. Micron posted solid non-GAAP profits against management loss guidance and consensus loss expectations, as volume leverage drove margin recovery and expansion, writes James Kelleher, senior analyst at Argus Research.
James Kelleher
TECHNOLOGY
Tickers: MU
Arista Networks (ANET), our top pick in Technology-Communications Networks, is a leading supplier of cloud networking solutions for Internet companies, cloud service providers, and next-generation data centers, says James Kelleher, senior analyst at Argus Research.
James Kelleher
TECHNOLOGY
Tickers: ANET
Nvidia (NVDA), our top pick in Technology-Semiconductors, has long been well-known among technology investors but burst into new prominence as the key supplier of the CPU-based computing architecture behind ChatGPT. As the key supplier of “picks and shovels” in the generative AI gold rush, Nvidia has seen its revenue and profit soar, explains James Kelleher, senior analyst at Argus Research.
James Kelleher
TECHNOLOGY
Tickers: NVDA
James's Videos
2022 was a difficult year for technology investors and the technology sector as a whole. Private and public valuations fell as founders and funders questioned their prior exuberance, while companies laid off workers and shelved some investment projects. Will the tech retrenchment continue in 2023? Or will a tech sector renaissance follow? What forces will drive action in the space...and which new visionary products and services could tip the scales for the better? Find out in this informative and interactive panel discussion.
James Kelleher
TECHNOLOGY
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