William Kerwin, CFA

Featured

Going Into Earnings, Is Apple Stock a Buy, a Sell, or Fairly Valued?

William Kerwin, CFA Apr 24, 2024

Apple: We’re Comfortable With Our Thesis In Light of Antitrust Lawsuit

William Kerwin, CFA Mar 21, 2024

After Earnings, Is Broadcom Stock a Buy, a Sell, or Fairly Valued?

William Kerwin, CFA Mar 12, 2024

Broadcom Earnings: AI Revenue Is Accelerating

William Kerwin, CFA Mar 8, 2024

Marvell Earnings: AI Helping to Offset Spending Corrections

William Kerwin, CFA Mar 8, 2024

Company Reports

KLAC

KLA Corp

KLA Leads the Process Control Section of the WFE Market and Merits a Wide Moat

KLA Leads the Process Control Section of the WFE Market and Merits a Wide Moat

William Kerwin, CFA Apr 26, 2024
WDC

Western Digital Corp

Western Digital Has Big Positions in HDDs and Flash, but Doesn’t Earn a Moat

Western Digital Has Big Positions in HDDs and Flash, but Doesn’t Earn a Moat

William Kerwin, CFA Apr 26, 2024
LRCX

Lam Research Corp

Lam Research Is a Wide-Moat WFE Titan With a Strong Position in Memory Equipment

Lam Research Is a Wide-Moat WFE Titan With a Strong Position in Memory Equipment

William Kerwin, CFA Apr 25, 2024
APH

Amphenol Corp Class A

Amphenol Is a Blue-Chip Wide-Moat Components Heavyweight

Amphenol Is a Blue-Chip Wide-Moat Components Heavyweight

William Kerwin, CFA Apr 24, 2024
STX

Seagate Technology Holdings PLC

Seagate Benefits From Cloud and Data Center Spending, but Remains Vulnerable to Cyclicality

Seagate Benefits From Cloud and Data Center Spending, but Remains Vulnerable to Cyclicality

William Kerwin, CFA Apr 23, 2024
MRVL

Marvell Technology Inc

Marvell Is an Increasingly Competitive Networking Chipmaker With a Large AI Opportunity

Marvell Is an Increasingly Competitive Networking Chipmaker With a Large AI Opportunity

William Kerwin, CFA Apr 11, 2024
BB

BlackBerry Ltd

BlackBerry’s Underperforming Security Business Overshadows a Strong Automotive Segment

BlackBerry’s Underperforming Security Business Overshadows a Strong Automotive Segment

William Kerwin, CFA Apr 4, 2024
MU

Micron Technology Inc

Micron Is a Cyclical Memory Chipmaker With Growing Exposure to AI

Micron Is a Cyclical Memory Chipmaker With Growing Exposure to AI

William Kerwin, CFA Mar 21, 2024
HPE

Hewlett Packard Enterprise Co

Hewlett Packard Enterprise Is Increasing Its Networking Exposure but Still Has Not Earned a Moat

Hewlett Packard Enterprise Is Increasing Its Networking Exposure but Still Has Not Earned a Moat

William Kerwin, CFA Mar 8, 2024
AVGO

Broadcom Inc

Broadcom Is Quickly Becoming an AI Powerhouse, but It Remains a Wide-Moat Diversified Aggregator

Broadcom Is Quickly Becoming an AI Powerhouse, but It Remains a Wide-Moat Diversified Aggregator

William Kerwin, CFA Mar 8, 2024
DELL

Dell Technologies Inc Ordinary Shares - Class C

Dell Commands the PC and Server Markets but Lacks a Moat

Dell Commands the PC and Server Markets but Lacks a Moat

William Kerwin, CFA Mar 1, 2024
HPQ

HP Inc

HP Is a Large PC and Printer Supplier, but We Don’t Believe it Possesses a Moat

HP Is a Large PC and Printer Supplier, but We Don’t Believe it Possesses a Moat

William Kerwin, CFA Feb 29, 2024
KEYS

Keysight Technologies Inc

Keysight Has Carved a Wide Moat with a Broad Communications Testing Portfolio

Keysight Has Carved a Wide Moat with a Broad Communications Testing Portfolio

William Kerwin, CFA Feb 26, 2024
ZBRA

Zebra Technologies Corp Class A

Zebra Holds a Moaty, Wide Portfolio for Logistics Digital Transformation

Zebra Holds a Moaty, Wide Portfolio for Logistics Digital Transformation

William Kerwin, CFA Feb 15, 2024
CSCO

Cisco Systems Inc

Cisco Is a Networking Giant With Wide-Moat Profits and Cash Flow

Cisco Is a Networking Giant With Wide-Moat Profits and Cash Flow

William Kerwin, CFA Feb 15, 2024
ANET

Arista Networks Inc

Arista Holds a Vaunted High-Speed Switching Portfolio and Wide Moat

Arista Holds a Vaunted High-Speed Switching Portfolio and Wide Moat

William Kerwin, CFA Feb 13, 2024
MPWR

Monolithic Power Systems Inc

Monolithic Power Is a Rising Power Management Star With a Wide Moat and Strong AI Prospects

Monolithic Power Is a Rising Power Management Star With a Wide Moat and Strong AI Prospects

William Kerwin, CFA Feb 8, 2024
ST

Sensata Technologies Holding PLC

Sensata Is a Moaty Electric Components Supplier Benefiting From the Mix Shift to Electric Vehicles

Sensata Is a Moaty Electric Components Supplier Benefiting From the Mix Shift to Electric Vehicles

William Kerwin, CFA Feb 6, 2024
ON

ON Semiconductor Corp

Onsemi Derives a Moat From Differentiated Automotive and Industrial Power and Sensing Chips

Onsemi Derives a Moat From Differentiated Automotive and Industrial Power and Sensing Chips

William Kerwin, CFA Feb 5, 2024
AAPL

Apple Inc

Apple’s Unique Walled Garden of Hardware, Software, and Services Carves a Wide Moat

Apple’s Unique Walled Garden of Hardware, Software, and Services Carves a Wide Moat

William Kerwin, CFA Feb 2, 2024
LFUS

Littelfuse Inc

Littelfuse Is a Moaty Component Supplier With Good Exposure to Electrification

Littelfuse Is a Moaty Component Supplier With Good Exposure to Electrification

William Kerwin, CFA Jan 31, 2024
TER

Teradyne Inc

Teradyne Holds a Wide Moat in Chip Testing and Is Dealing With Cyclically Soft Demand

Teradyne Holds a Wide Moat in Chip Testing and Is Dealing With Cyclically Soft Demand

William Kerwin, CFA Jan 31, 2024
GLW

Corning Inc

Narrow-Moat Corning Is Set Up for Growth and Operating Leverage Across Diverse End Markets

Narrow-Moat Corning Is Set Up for Growth and Operating Leverage Across Diverse End Markets

William Kerwin, CFA Jan 30, 2024
AMAT

Applied Materials Inc

Applied Materials Is a Dominant WFE Provider With a Wide Moat

Applied Materials Is a Dominant WFE Provider With a Wide Moat

William Kerwin, CFA Nov 17, 2023
TEL

TE Connectivity Ltd

TE Connectivity Is the Largest Automotive Connector Supplier and Merits a Narrow Moat

TE Connectivity Is the Largest Automotive Connector Supplier and Merits a Narrow Moat

William Kerwin, CFA Nov 1, 2023

More About William Kerwin

William Kerwin, CFA, is an equity analyst on the technology team for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar Inc. He covers the IT supply chain, hardware, and semiconductor stocks.

Before joining the firm full-time in 2019, Kerwin was an intern on Morningstar's basic materials team.

Kerwin holds a Bachelor of Science in economics with a math emphasis and French from the University of Wisconsin-Madison.

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