BofA Securities analyst Vivek Arya met several optical and networking component vendors at the industry’s flagship Optical Fiber Communications (OFC) conference in San Francisco this week.

The analyst raised his price target on KLA Corp to $900 (from $825), given increasing leading-edge F/L ramp visibility, advanced packaging TAM expansion, and best-in-class profitability.

$172.51 -3.01 % ORCL Oracle Corp $244.00 -3.85 % Bank of America Securities analyst Vivek Arya maintained a Buy rating on Advanced Micro Devices, Inc AMD ...