Author: Kristen Barton

Kristen Barton is a managing director and co-director of investment research. Kristen is also a senior research analyst focusing on agriculture & biotech companies. Prior to joining Tech Insider in 2010, Barton worked in equity research at RBC Capital Markets in Minneapolis, MN and Edward Jones in St. Louis, Mo. She was recognized for her stock picking in the 2012 Wall Street Journal "Best on the Street" publication.
Diversified Tech, Services Sector, Tech IPO

Diodes Management Issues Updated Q4 Guidance

Diodes, Inc. management issued a mid-quarter update after the market close. Regarding 4Q13 revenue and operating expenses, not a lot has changed since management issued guidance on November 12. Gross margin, however, is now expected to be 60bp higher than the midpoint of previous guidance. The slight positive variance to gross margin could be due to a number of factors including: 1) lower gold prices, … Continue reading Diodes Management Issues Updated Q4 Guidance

Kristen Barton
Diversified Tech, Tech IPO, Venture Capital

Skyworks Reports 2Q Earnings, Expects Solid 2H Growth

Skyworks Solutions reported healthy fiscal second quarter earnings. Although the company gave investors a third-quarter outlook that was modestly below our expectations, it hinted at nice growth in the second half of calendar 2013. Skyworks’ revenue was $425 million in the March quarter, slightly above the outlook of $420 million as discussed by management in January. Sales were down 6% sequentially because of seasonal weakness … Continue reading Skyworks Reports 2Q Earnings, Expects Solid 2H Growth

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Analysis, Diversified Tech, Finance

Dupont Meets Expectations but Chemicals Business Struggles

On Tuesday, DuPont reported third-quarter results that generally matched our expectations. DuPont experienced year-over-year operating earnings improvement in all of its segments except performance chemicals. We’re raising our fair value estimate to $57 per share from $55 to account for slight modifications to our forecast and the effect of the time value of money since our last update. We are maintaining our narrow moat rating … Continue reading Dupont Meets Expectations but Chemicals Business Struggles

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Finance, Financial, Popular

KeyCorp Impresses as Revenue Jumps Year Over Year

KeyCorp earned $229 million, or $0.25 per diluted share, for the third quarter, up from $211 million, or $0.22 per diluted share, for the same period in 2012. Non interest income grew to $459 million from $429 million in the previous quarter. Reported net interest was $584 million, flat with the previous quarter. Net interest margins declined, falling 12 basis points to 3.11% as earning … Continue reading KeyCorp Impresses as Revenue Jumps Year Over Year

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