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Abhinav Davuluri

Abhinav Davuluri is a strategist for Morningstar.

More From Abhinav Davuluri

Advanced Micro Devices’ growth impresses, and the company continues to gain market share at Intel’s expense, says Morningstar’s analyst.
Abhinav Davuluri

Narrow-moat Apple reported fiscal second-quarter results that came in ahead of our estimates despite supply chain constraints and the ongoing chip shortage. Unchanged FVE of $130.
Abhinav Davuluri

Wide-moat Nvidia reported impressive fourth-quarter results with revenue ahead of management’s guidance. We are raising our fair value estimate to $200 per share from $187, as we incorporate stronger datacenter growth.
Abhinav Davuluri

We are raising our fair value estimate for Nvidia to $200 per share on a probability-adjusted basis (up from $138), which includes a 50% probability that Nvidia closes its pending acquisition of ARM.
Abhinav Davuluri

We are maintaining our $124 fair value estimate and suggest investors wait for a wider margin of safety, as we anticipate the Mac and iPad segments will begin decelerating in the coming quarters, following a stretch of robust growth due to COVID-19-related working- and learning-from-home.
Abhinav Davuluri

AMD reported its eighth consecutive quarter of double-digit revenue growth. We are maintaining our fair value estimate for narrow-moat AMD of $109 per share on a probability-weighted basis as we await AMD’s acquisition of Xilinx.
Abhinav Davuluri

We are maintaining our $65 fair value estimate for wide-moat Intel, as we think 2022 will be the near-term trough for margins. Intel appears undervalued to us and an attractive buying opportunity for long-term, patient investors.
Abhinav Davuluri

More About Abhinav Davuluri

Abhinav Davuluri, CFA, is a strategist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers microprocessors, wafer manufacturing equipment, and other companies in the semiconductor space.

Before joining Morningstar in 2015, Davuluri spent two years as a process engineer for Intel.

Davuluri holds a bachelor’s degree in chemical engineering from the University of Michigan. He also holds the Chartered Financial Analyst® designation.

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