Breaking News Instant updates and real-time market news.

CMCSA

Comcast

$65.80

-0.03 (-0.05%)

, CMCSK

Comcast

16:02
10/05/16
10/05
16:02
10/05/16
16:02

Comcast launches IoT trial venture, will use Semtech's LoRa

Comcast (CMCSA) announced machineQ, a new business trial venture focused on building business-to-business solutions and a platform for the Internet of Things. As a part of machineQ, Comcast will work with select commercial partners in proof of concepts to use its network to enable partners to gather, transmit, and analyze data from connected devices distributed throughout their organizations. Comcast will use Semtech Corporation's (SMTC) LoRa Wireless Radio Frequency Technology to deploy network trials in Philadelphia and San Francisco later this year. These trials will focus on enabling use cases such as utility metering, environmental monitoring and asset tracking through LoRa Technology-enabled devices and network services.

CMCSA

Comcast

$65.80

-0.03 (-0.05%)

CMCSK

Comcast

SMTC

Semtech

$27.74

0.24 (0.87%)

  • 05

    Oct

  • 06

    Oct

  • 26

    Oct

CMCSA Comcast
$65.80

-0.03 (-0.05%)

08/22/16
JPMS
08/22/16
NO CHANGE
JPMS
Overweight
DISH renewal a major positive for Rovi, says JPMorgan
JPMorgan analyst Sterling Auty said he views Rovi's (ROVI) newly-announced 10-year contract renewal with DISH Networks (DISH) as a "major positive" that should help Rovi's position to complete its renewal with Comcast (CMCSA), which is the only top 10 pay-TV provider not currently under contract with the company. The announcement language suggests pricing "somewhere just above" that given to AT&T (T) and the duration of the deal validates the longevity of the patent portfolio, said Auty, who keeps an Overweight rating on Rovi shares.
08/22/16
PIPR
08/22/16
NO CHANGE
Target $27
PIPR
Overweight
Piper Jaffray confident in Comcast signing with Rovi
Piper Jaffray analyst Michael Olson notes that Rovi (ROVI) announced a 10-year renewal with DISH (DISH) and while the terms were not disclosed, economics should be similar to recent deals, likely in the range of 21c-22c per subscriber per month. With DISH in the fold, nine of the ten major U.S. TV service providers now license Rovi guide patents, the analyst said, with Comcast (CMCSA; CMCSK) remaining the lone holdout. Olson believes discussions with Comcast are at the economic level, and is confident in Comcast signing, potentially in the first half of 2017. He reiterates an Overweight rating and $27 price target on Rovi's shares.
09/26/16
UBSW
09/26/16
NO CHANGE
Target $92
UBSW
Neutral
Consumer satisfaction with competitors has caught up to Netflix, says UBS
UBS analyst Doug Mitchelson said that the firm's Evidence Lab survey indicated that U.S. consumer satisfaction with Amazon Prime Video (AMZN) and Hulu - the joint venture owned by Time Warner (TWX), Comcast (CMCSA), 21st Century Fox (FOXA), and Disney (DIS) - has now caught up to Netflix (NFLX), advising that investors should "continue to monitor competitive threats closely" as Netflix leads the category but demand for consumer media time, attention and wallet has intensified. The analyst, who added that Netflix's "pricing power remains unclear" based on the firm's survey work, keeps a Neutral rating and $92 price target on Netflix shares.
09/27/16
PIVT
09/27/16
NO CHANGE
PIVT
Comcast should report 'strong' Q3 results, says Pivotal Research
Pivotal Research analyst Jeffrey Wlodarczak expects Comcast to report "strong" Q3 results, with flat video subscriber additions, a 330,000 increase in data subscribers, an Olympics-driven 17% increase in NBC revenue ,and a total, slightly below consensus EBITDA gain of 7%. The analyst says that the stock's valuation is "very attractive." He raised his price target on the name to $90 from $81 to reflect a transition to year-end 2017 estimates and reiterates a Buy rating.
CMCSK Comcast

07/11/16
OPCO
07/11/16
NO CHANGE
Target $70
OPCO
Outperform
Comcast remains 'most attractive' large-cap, says Oppenheimer
Oppenheimer analyst Timothy Horan says Comcast remains the "most attractive" large-cap for remainder of the year, with its shares offering attractive upside despite the "strong performance" year to date. The company's unsurpassed broadband and public Wi-Fi networks indicate "strong sub trends" in 2016-2017, the analyst tells investors in a research note. Furthermore, he points out that its advertising revenues are "strong" helped by Olympics and political advertising as well as Cable. Oppenheimer has an Outperform rating and $70 price target on the shares.
SMTC Semtech
$27.74

0.24 (0.87%)

11/16/15
RILY
11/16/15
UPGRADE
RILY
Buy
Semtech upgraded to Buy from Neutral at B. Riley
B. Riley upgraded Semtech to Buy and increased its price target to $24 from $17 on shares. Analyst Craig Ellis believes Semtech's growth is at an inflection point with broad-based drivers and views the company as an attractive take-out candidate.
11/16/15
11/16/15
UPGRADE

On The Fly: Analyst Upgrade Summary
Today's noteworthy upgrades include: Alliant Energy (LNT) upgraded to Outperform from Market Perform at Wells Fargo... AmerisourceBergen (ABC) upgraded to Equal Weight from Underweight at Morgan Stanley... Amphenol (APH) upgraded to Buy from Neutral at Goldman... CA Technologies (CA) upgraded to Neutral from Sell at Citi... Cempra (CEMP) upgraded to Overweight from Equal Weight at Morgan Stanley... Edgewell Personal Care (EPC) upgraded to Neutral from Sell at Goldman... Eli Lilly (LLY) upgraded on improved growth outlook at BMO Capital... MiMedx (MDXG) upgraded to Strong Buy from Buy at Needham... NVIDIA (NVDA) upgraded to Buy from Hold at Canaccord... New York REIT (NYRT) upgraded to Buy from Hold at Evercore ISI... Oracle (ORCL) upgraded to Conviction Buy from Buy at Goldman... Perrigo (PRGO) upgraded to Buy from Neutral at UBS... Semtech (SMTC) upgraded to Buy from Neutral at B. Riley... Tullow Oil (TUWOY) upgraded to Buy from Neutral at UBS... Wabtec (WAB) upgraded to Outperform on valuatoin at Raymond James.
11/24/15
LYON
11/24/15
NO CHANGE
Target $92
LYON
Outperform
Skyworks may seek alternate M&A after missing out on PMC-Sierra, says CLSA
CLSA analyst Srini Pajjuri argues that PMC-Sierra (PMCS) was not a good strategic fit for Skyworks (SWKS) and that giving up its acquisition pursuit was a positive development. The analyst thinks Skyworks can sustain double-digit organic growth for the next two to three years without an acquisition, but wouldn't be surprised to see the company look for another target, naming Silicon Labs (SLAB), Monolithic Power (MPWR), Semtech (SMTC), MaxLinear (MXL) and Inphi (IPHI) as potential fits. Pajjuri has an Outperform rating and $92 price target on Skyworks shares.
03/01/16
DRXL
03/01/16
INITIATION
Target $23
DRXL
Buy
Semtech initiated with a Buy at Drexel Hamilton
Drexel Hamilton analyst Cody Acree initiated Semtech with a Buy rating and $23 price target on shares.

TODAY'S FREE FLY STORIES

LUV

Southwest

$55.12

0.19 (0.35%)

20:10
09/25/17
09/25
20:10
09/25/17
20:10
Initiation
Southwest initiated  »

Southwest initiated with…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

ALK

Alaska Air

20:09
09/25/17
09/25
20:09
09/25/17
20:09
Initiation
Alaska Air initiated  »

Alaska Air initiated with…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

HA

Hawaiian Holdings

$37.45

-0.25 (-0.66%)

20:09
09/25/17
09/25
20:09
09/25/17
20:09
Initiation
Hawaiian Holdings initiated  »

Hawaiian Holdings…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Sep

DAL

Delta Air Lines

$48.32

-0.15 (-0.31%)

20:09
09/25/17
09/25
20:09
09/25/17
20:09
Initiation
Delta Air Lines initiated  »

Delta Air Lines initiated…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

AMPH

Amphastar

$16.27

0.17 (1.06%)

, AVDL

Avadel Pharmaceuticals

$9.45

-0.16 (-1.66%)

18:59
09/25/17
09/25
18:59
09/25/17
18:59
Hot Stocks
Amphastar announces FDA approval of Neostigmine Methylsulfate Injection, USP »

Amphastar (AMPH)…

AMPH

Amphastar

$16.27

0.17 (1.06%)

AVDL

Avadel Pharmaceuticals

$9.45

-0.16 (-1.66%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Sep

  • 26

    Sep

  • 04

    Oct

  • 05

    Oct

ACN

Accenture

$138.16

0.26 (0.19%)

18:58
09/25/17
09/25
18:58
09/25/17
18:58
Hot Stocks
Accenture chief marketing & communications officer Taylor to retire Aug 31, 2018 »

Accenture announced that…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Sep

  • 02

    Oct

  • 22

    Oct

SPR

Spirit AeroSystems

$78.07

-0.38 (-0.48%)

, BA

Boeing

$254.32

-2.13 (-0.83%)

18:31
09/25/17
09/25
18:31
09/25/17
18:31
Hot Stocks
Spirit AeroSystems finalizes agreement with Boeing »

Spirit AeroSystems (SPR)…

SPR

Spirit AeroSystems

$78.07

-0.38 (-0.48%)

BA

Boeing

$254.32

-2.13 (-0.83%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Sep

  • 27

    Sep

MOH

Molina Healthcare

$64.54

-0.78 (-1.19%)

, UNH

UnitedHealth

$191.75

-1.28 (-0.66%)

18:17
09/25/17
09/25
18:17
09/25/17
18:17
Hot Stocks
Senator Collins opposes Graham-Cassidy ACA repeal bill »

U.S. Senator Susan…

MOH

Molina Healthcare

$64.54

-0.78 (-1.19%)

UNH

UnitedHealth

$191.75

-1.28 (-0.66%)

CNC

Centene

$90.33

-1.89 (-2.05%)

WCG

WellCare

$164.15

-3.01 (-1.80%)

CI

Cigna

$181.44

-1.3 (-0.71%)

ANTM

Anthem

$181.50

-1.36 (-0.74%)

HNT

Health Net

HUM

Humana

$237.21

-1.88 (-0.79%)

AET

Aetna

$151.98

-1.59 (-1.04%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Sep

  • 26

    Sep

  • 27

    Sep

  • 24

    Oct

  • 08

    Nov

18:15
09/25/17
09/25
18:15
09/25/17
18:15
General news
Breaking General news story  »

Minneapolis Federal…

CATM

Cardtronics

$26.10

-3.17 (-10.83%)

18:13
09/25/17
09/25
18:13
09/25/17
18:13
Downgrade
Cardtronics rating change  »

Cardtronics downgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

IVTY

Invuity

$7.80

-0.5 (-6.02%)

18:10
09/25/17
09/25
18:10
09/25/17
18:10
Recommendations
Invuity analyst commentary  »

Invuity's…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Sep

  • 16

    Nov

MOH

Molina Healthcare

$64.54

-0.78 (-1.19%)

, UNH

UnitedHealth

$191.75

-1.28 (-0.66%)

18:05
09/25/17
09/25
18:05
09/25/17
18:05
Hot Stocks
CBO: Graham-Cassidy ACA repeal bill to reduce number of insured by 'millions' »

The Congressional Budget…

MOH

Molina Healthcare

$64.54

-0.78 (-1.19%)

UNH

UnitedHealth

$191.75

-1.28 (-0.66%)

CNC

Centene

$90.33

-1.89 (-2.05%)

WCG

WellCare

$164.15

-3.01 (-1.80%)

CI

Cigna

$181.44

-1.3 (-0.71%)

ANTM

Anthem

$181.50

-1.36 (-0.74%)

HNT

Health Net

HUM

Humana

$237.21

-1.88 (-0.79%)

AET

Aetna

$151.98

-1.59 (-1.04%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Sep

  • 26

    Sep

  • 27

    Sep

  • 24

    Oct

  • 08

    Nov

GPC

Genuine Parts

$93.22

5.24 (5.96%)

18:04
09/25/17
09/25
18:04
09/25/17
18:04
Recommendations
Genuine Parts analyst commentary at RBC Capital »

Genuine Parts acquisition…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Sep

  • 19

    Oct

  • 30

    Oct

AA

Alcoa

$45.29

-0.09 (-0.20%)

, FCX

Freeport McMoRan

$13.89

-0.17 (-1.21%)

17:55
09/25/17
09/25
17:55
09/25/17
17:55
Recommendations
Alcoa, Freeport McMoRan, Teck Resources, Newmont Mining, Warrior Met Coal, Cleveland-Cliffs analyst commentary at Morgan Stanley »

Morgan Stanley raising…

AA

Alcoa

$45.29

-0.09 (-0.20%)

FCX

Freeport McMoRan

$13.89

-0.17 (-1.21%)

TECK

Teck Resources

$21.24

-0.72 (-3.28%)

NEM

Newmont Mining

$38.63

0.74 (1.95%)

HCC

Warrior Met Coal

$24.11

0.76 (3.25%)

CLF

Cleveland-Cliffs

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Sep

  • 02

    Oct

  • 20

    Oct

  • 26

    Oct

17:55
09/25/17
09/25
17:55
09/25/17
17:55
Conference/Events
Federal Reserve Bank of Minneapolis President participates in a discussion »

Minneapolis Federal…

FTK

Flotek

$5.40

0.04 (0.75%)

17:49
09/25/17
09/25
17:49
09/25/17
17:49
Earnings
Flotek cuts Q3 revenue view by $5M, consensus $90.9M »

Flotek announced impacts…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Sep

  • 14

    Nov

  • 16

    May

NBLX

Noble Midstream

$54.11

3.75 (7.45%)

17:44
09/25/17
09/25
17:44
09/25/17
17:44
Recommendations
Noble Midstream analyst commentary at MUFG »

Noble Midstream guidance…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Sep

  • 31

    Oct

FB

Facebook

$162.87

-7.67 (-4.50%)

17:38
09/25/17
09/25
17:38
09/25/17
17:38
Periodicals
Russia looked to 'exploit' divisions in U.S. populace with Facebook ads, WP says »

The collection of…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 03

    Oct

  • 22

    Oct

ASNA

Ascena Retail

$2.17

0.07 (3.33%)

, SNX

Synnex

$116.50

0.4 (0.34%)

17:35
09/25/17
09/25
17:35
09/25/17
17:35
Hot Stocks
On The Fly: After Hours Movers »

UP AFTER EARNINGS: Ascena…

ASNA

Ascena Retail

$2.17

0.07 (3.33%)

SNX

Synnex

$116.50

0.4 (0.34%)

RHT

Red Hat

$105.76

-0.54 (-0.51%)

ACTA

Actua

$12.25

-0.1 (-0.81%)

PRQR

ProQR Therapeutics

$6.45

0.25 (4.03%)

GNCA

Genocea

$5.33

0.04 (0.76%)

KDMN

Kadmon

$3.79

0.27 (7.67%)

QEP

QEP Resources

$8.88

0.51 (6.09%)

TXMD

TherapeuticsMD

$6.06

-0.11 (-1.78%)

BIOP

Bioptix

$4.11

-0.16 (-3.75%)

CSGP

CoStar Group

$279.20

-1.62 (-0.58%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Sep

  • 25

    Sep

  • 25

    Sep

  • 25

    Sep

  • 25

    Sep

  • 25

    Sep

  • 26

    Sep

  • 26

    Sep

  • 27

    Sep

  • 27

    Sep

  • 27

    Sep

  • 16

    Oct

  • 17

    Oct

  • 03

    Nov

GKOS

Glaukos

$31.26

-0.93 (-2.89%)

17:30
09/25/17
09/25
17:30
09/25/17
17:30
Hot Stocks
Breaking Hot Stocks news story on Glaukos »

James E. Flynn reports…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

BIOP

Bioptix

$4.11

-0.16 (-3.75%)

17:28
09/25/17
09/25
17:28
09/25/17
17:28
Hot Stocks
Bioptix changes state of incorporation to Nevada from Colorado »

Bioptix said in a…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

BA

Boeing

$254.32

-2.13 (-0.83%)

17:26
09/25/17
09/25
17:26
09/25/17
17:26
Hot Stocks
Boeing and Qatar Airways announce order valued at $2.16B »

Boeing and Qatar Airways…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Sep

CLXT

Calyxt

$26.54

0.82 (3.19%)

17:25
09/25/17
09/25
17:25
09/25/17
17:25
Hot Stocks
Calyxt: Herbicide-tolerant wheat, oil composition canola move to Phase 1 »

Calyxt announced that the…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Sep

MNK

Mallinckrodt

$35.25

0.42 (1.21%)

17:03
09/25/17
09/25
17:03
09/25/17
17:03
Earnings
Mallinckrodt sees InfaCare acquisition 15c-20c dilutive to FY17 adjusted EPS »

Mallinckrodt announced it…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 04

    Oct

FTI

TechnipFMC

$27.02

0.19 (0.71%)

17:02
09/25/17
09/25
17:02
09/25/17
17:02
Hot Stocks
TechnipFMC implements share repurchase of up to $500M »

TechnipFMC announced the…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Oct

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.