We use cookies to optimize your experience on our website. By continuing to use our site, you consent to the use of cookies as outlined in our Privacy Policy.

Skip to main content

Research
Events
Data
Coverage
Team
Contact

Search for:

EVENT

Semicon West Investor Meetings

July 11, 2023 – July 12, 2023

San Francisco, CA

Hosted by Pierre Ferragu

Share via Email

Additional Events

Nov
19
Technology

AI BIG Idea Series | Hugh Holbrook | Arista

November 19, 2025 — Virtual
Hosted by Pierre Ferragu

Event Details
Dec
18
Technology

AI BIG Idea Series | Gilad Shainer | Nvidia

December 18, 2025 — Virtual
Hosted by Pierre Ferragu

Event Details

Technology Research

October 24, 2025

Intel 3Q25: beat despite tight supply;18A yields poor, but 14A momentum builds

By Pierre Ferragu
October 24, 2025

Mobileye 3Q25: new surround ADAS win encouraging, but overall momentum remains slow. Buy, $20 TP.

By Pierre Ferragu and Antoine Chkaiban
October 24, 2025

Besi 3Q25: Mainstream recovery sets up a strong 2026. Buy, €170.

By Rolf Bulk and Pierre Ferragu
October 23, 2025

LAM 1FQ26: China and HBM drive beat. Maintain cautious view on 2026. $140 Target Price.

By Rolf Bulk and Pierre Ferragu
October 23, 2025

Tesla 3Q25: Key catalysts on track. Buy, $520

By Pierre Ferragu

Contact

Careers

New Street Research is a talent-driven organization. We are always looking for creative, curious, driven thinkers. If you think you would be a good fit, please reach out to us.
London

New Street Research LLP

Birchin Court, 20 Birchin Lane

London, EC3V 9DU

+44 20 7375 9111

Registered Address

5 Brayford Square, London, E1 0SG
New York

New Street Research LLC

430 West 14th Street, Floor 5

New York, NY 10014

+1 646 681 4604
Singapore

New Street Research Singapore Pte. Ltd

80 Robinson Road #10-01A

Singapore, 068898

+65 6420 6225

Policy on Independence | Terms of Business | Privacy Policy

New Street Research LLP is registered in England and Wales No. OC303987. Registered office: 5 Brayford Square, London, E1 0SG. New Street Research LLP is authorised and regulated in the conduct of its designated investment business in the United Kingdom by the Financial Conduct Authority.

© New Street Research LLP. Website by Pel.