< The 2015 All-America Research Team
Amit Daryanani
RBC Capital Markets
First-place appearances: 0
Total appearances: 5
Analyst debut: 2011
Claiming the No. 3 position in this sector, which merges the previous IT Hardware and Technology Supply Chain categories, is Amit Daryanani of RBC Capital Markets. The San Francisco–based researcher, 38, held second place on the latter roster in 2014. He tracks 21 names in this group and monitors a plethora of issues for investors. “For the coming year we are zeroed in on Apple product changes coming from a two-year form factor refresh on the iPhone and potential updates to iPad and Apple Watch, activities following [Hewlett-Packard Co.’s] spin on the enterprise side and potential management changes at EMC [Corp.],” he reports. “We think the storage industry will gain more interest, particularly as private companies begin to compete with the large incumbents.” On the electronics manufacturing services and supply chain front, he projects that “companies exposed to sensors and nontech segments such as [aerospace and defense] and automotive, like Amphenol [Corp.], will continue to do well.”