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Sam Feldman

Sam Feldman

Managing Director and Senior Equity Research Analyst at BNP Paribas

Scarsdale, NY, US

Sam Feldman is a Managing Director and Senior Equity Research Analyst at BNP Paribas, specializing in the consumer and retail sectors with a focus on major public companies including Walmart, Kroger, Target, and Dollar General. He is recognized for his data-driven coverage and investment recommendations, with a strong performance track record validated by TipRanks, where he is ranked among the top 10% of Wall Street analysts with a historical success rate near 65% and average returns exceeding 12% per recommendation. Feldman began his career as an associate at Goldman Sachs in 2010, advanced through equity research roles at Credit Suisse and Barclays, and joined BNP Paribas in 2022. He holds FINRA Series 7, 63, and 86/87 licenses, and has been recognized for his in-depth industry insights and client advisory excellence.

Sam Feldman's questions to MAXLINEAR (MXL) leadership

Question · Q4 2025

Samuel Feldman, on behalf of Karl Ackerman, asked if the optical DSP ramp is expected to be linear throughout 2026 and the reason for the $30 million revenue range.

Answer

CFO Steve Litchfield expects growth throughout the year due to new programs and share gains, but also strong performance in Q1 and Q2 given current ramps and good visibility. For the follow-up, Samuel asked about the timing and growth within broadband for the second major tier-one North American carrier in calendar 2026. CFO Steve Litchfield indicated that shipping started in Q4 (minor), with more substantial ramp expected in Q2 and Q3, supported by good visibility from lead times and bookings.

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Question · Q4 2024

Sam Feldman, on behalf of Karl Ackerman at BNP Paribas, questioned the company's confidence in doubling its DSP business in 2025, given public commentary from Amazon suggesting a slower 800G ramp.

Answer

CEO Kishore Seendripu expressed confidence, explaining that MaxLinear's revenue is a mix of 400G and 800G and that as a new entrant, it has a large addressable market to capture. He differentiated between the later-adopting line-side market and the faster AI/compute network market, noting their roadmap was aligned with the former.

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Sam Feldman's questions to SKYWORKS SOLUTIONS (SWKS) leadership

Question · Q3 2025

Sam Feldman of BNP Paribas, on for Karl Ackerman, asked for an update on the Android business performance and growth outlook, and whether management could distinguish between tariff-related pre-buys and genuine demand.

Answer

VP of Investor Relations Rajvindra Gill stated that Android revenue grew significantly to just under $100 million in the June quarter, driven by a ramp with Google, with further growth expected. CEO Philip Brace added that Skyworks is maintaining lean inventory levels and that the current guidance accounts for the tariff environment.

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Fintool can predict SKYWORKS SOLUTIONS logo SWKS's earnings beat/miss a week before the call