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AVGO

Broadcom

$174.19

0.71 (0.41%)

, XLNX

Xilinx

$53.43

0.02 (0.04%)

16:04
10/06/16
10/06
16:04
10/06/16
16:04

Broadcom deal for Xilinx would 'open up' if Qualcomm buys NXP, says Mizuho

Mizuho analyst Vijay Rakesh believes that if Qualcomm (QCOM) acquires NXP Semiconductors (NXPI), as several recent media reports indicate the companies are moving toward, that it "opens up" a deal for Xilinx (XLNX) as an opportunity for Broadcom (AVGO). Rakesh has a Buy rating on Broadcom.

AVGO

Broadcom

$174.19

0.71 (0.41%)

XLNX

Xilinx

$53.43

0.02 (0.04%)

QCOM

Qualcomm

$67.54

0.7 (1.05%)

NXPI

NXP Semiconductors

$103.49

0.99 (0.97%)

AVGO Broadcom
$174.19

0.71 (0.41%)

10/04/16
BERN
10/04/16
INITIATION
Target $215
BERN
Outperform
Broadcom initiated with an Outperform at Bernstein
Bernstein initiated Broadcom with an Outperform and a $215 price target.
10/05/16
WELS
10/05/16
INITIATION
WELS
Market Perform
Broadcom initiated with a Market Perform at Wells Fargo
10/06/16
WELS
10/06/16
INITIATION
WELS
Market Perform
Broadcom initiated with a Market Perform at Wells Fargo
Wells Fargo analyst David Wong after the close yesterday started Broadcom with a Market Perform rating and $150-$180 price target range. The analyst questions whether an active acquisition strategy is sustainable for a company of Broadcom's size.
XLNX Xilinx
$53.43

0.02 (0.04%)

08/18/16
PACS
08/18/16
NO CHANGE
PACS
Xilinx price target raised to $65 from $55 at Pacific Crest
Pacific Crest analyst John Vinh raised his price target on Xilinx after meeting with the company's management. The analyst says that the company's fundamentals are improving, driven by increased advanced node sales, ramping orders from the Joint Strike Fighter program and long-term growth opportunities in autonomous driving. He keeps an Outperform rating on the stock.
08/29/16
MKMP
08/29/16
NO CHANGE
MKMP
Buy
MKM says with Broadcom catalysts less powerful, Qualcomm merger would sense
In an earnings preview sent this morning, MKM Partners analyst Ian Ing said he expects more modest upside to consensus from Broadcom Limited (AVGO), though he still views it as a "solid performer." With catalysts on the horizon appearing "less powerful" now that the company has greater end-market diversification and exposure to Apple (AAPL) iPhone sell-through risk, Ing thinks investors will now focus on how quickly the company can do another acquisition. Xilinx (XLNX), Marvell (MRVL) and Cavium (CAVM) are the only companies with fabless manufacturing models that haven't already been consolidated, noted Ing, who adds that a merger of equals with Qualcomm (QCOM) would make sense, but he believes "powerful smartphone customers" may not want to see a single supplier for both digital baseband and RF content. MKM keeps a Buy rating on Broadcom shares ahead of Thursday's earnings report.
09/30/16
COWN
09/30/16
NO CHANGE
Target $74
COWN
Outperform
Qualcomm price target raised to $74 on NXP deal potential at Cowen
Cowen analyst Timothy Arcuri noted that he has been writing about a potential Qualcomm (QCOM) acquisition of NXP Semiconductors (NXPI) for about 12 months and "would love to see it consummated" following reports that the companies are in talks. The analyst, who thinks a deal for NXP at a price of $115 paid for with a mix of cash and debt could be accretive to Qualcomm by more than 20%, raised his price target on Qualcomm shares to $74 from $62. Arcuri noted that Broadcom (AVGO) could be another potential NXP suitor, but he believes that a deal to buy Xilinx (XLNX) "makes much more sense" for Broadcom.
QCOM Qualcomm
$67.54

0.7 (1.05%)

10/03/16
RBCM
10/03/16
NO CHANGE
Target $70
RBCM
Sector Perform
RBC says $120-130/share seems like high end of reasonable Qualcomm price for NXP
RBC analyst Amit Daryanani believes $120-$130 per share is likely the "upper end of the valuation framework" that Qualcomm (QCOM) would like to pay in any potential deal to acquire NXP Semiconductors (NXPI). While Qualcomm "can certainly elect to pay a larger premium" than that, doing so would likely come in the form of Qualcomm equity issuance, which would impede the accretion from the deal, Daryanani tells investors. The analyst keeps a Sector Perform rating on Qualcomm shares, but raised his price target on the stock to $70 from $59 citing the potential for diversification and higher cash flow generation that an NXP deal would provide.
10/03/16
UBSW
10/03/16
NO CHANGE
Target $59
UBSW
Neutral
Qualcomm acquisition of NXP Semiconductors would be positive, says UBS
UBS analyst Stephen Chin said he would view an acquisition of NXP Semiconductors (NXPI) by Qualcomm (QCOM) as positive citing such a deals likely accretion, as well as benefits like sales diversification, its patent portfolio and cash flow generation. Chin maintains his Neutral rating and $59 price target on Qualcomm shares.
09/30/16
OPCO
09/30/16
NO CHANGE
OPCO
NXP 'cheap' for Qualcomm even after rally, says Oppenheimer
Oppenheimer analyst Rick Schafer says NXP Semiconductors (NXPI) still a "cheap" takeover target for Qualcomm (QCOM) even after rallying 25% over the past two days. An acquisition would be accretive to Qualcomm's earnings "under most scenarios," the analyst tells investors in an intraday research note. He thinks Qualcomm needs to diversify away from handsets and has $31B of offshore cash, the analyst contends. Schafer keeps a Perform rating on Qualcomm.
NXPI NXP Semiconductors
$103.49

0.99 (0.97%)

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UPS

UPS

$107.62

0.26 (0.24%)

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CSTR

CapStar Financial

$18.01

-0.26 (-1.42%)

17:38
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FDX

FedEx

$189.58

0.61 (0.32%)

17:37
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TCB

TCF Financial

$17.24

0.21 (1.23%)

17:36
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UPL

Ultra Petroleum

$11.17

0.2 (1.82%)

17:34
04/26/17
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17:34
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17:34
Syndicate
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CAVM

Cavium

$70.93

-0.31 (-0.44%)

17:33
04/26/17
04/26
17:33
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17:33
Earnings
Cavium sees Q2 adjusted EPS 64c-66c, consensus 62c »

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RICK

RCI Hospitality

$17.16

0.29 (1.72%)

17:29
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MTGE

MTGE Investment Corp.

$17.85

0.15 (0.85%)

, AGNC

AGNC Investment

$20.80

-0.07 (-0.34%)

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MTGE Investment Corp.

$17.85

0.15 (0.85%)

AGNC

AGNC Investment

$20.80

-0.07 (-0.34%)

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LVS

Las Vegas Sands

$59.26

0.79 (1.35%)

17:26
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DEI

Douglas Emmett

$38.25

-0.56 (-1.44%)

17:22
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PEGI

Pattern Energy

$22.24

0.08 (0.36%)

17:21
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Pattern Energy acquires 324 megawatt Broadview Wind in NM »

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CSLT

Castlight Health

$4.15

0.05 (1.22%)

17:20
04/26/17
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Earnings
Castlight Health sees 2017 non-GAAP EPS (28c)-(24c), consensus (14c) »

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KRA

Kraton Performance

$33.14

-0.26 (-0.78%)

17:20
04/26/17
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Kraton Performance sees FY17 adjusted EBITDA about $350M »

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KRA

Kraton Performance

$33.14

-0.26 (-0.78%)

17:19
04/26/17
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Earnings
Kraton Performance reports Q1 adjusted EPS (15c), consensus (20c) »

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GG

Goldcorp

$14.53

0.17 (1.18%)

17:18
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Earnings
Goldcorp reports Q1 EPS 20c, consensus 8c »

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CSLT

Castlight Health

$4.15

0.05 (1.22%)

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Earnings
Castlight Health reports Q1 non-GAAP EPS (5c), consensus (5c) »

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HUBG

Hub Group

$40.15

-0.25 (-0.62%)

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CNI

Canadian National

$72.39

-0.71 (-0.97%)

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PKG

Packaging Corp.

$94.54

0.18 (0.19%)

17:17
04/26/17
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Packaging Corp.reports Q1 EPS $1.27, consensus $1.23 »

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MAA

MAA

$101.00

-0.47 (-0.46%)

17:16
04/26/17
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Earnings
MAA sees 2017 EPS $2.54-$2.74, consensus $2.29 »

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MKL

Markel

$978.01

-2.31 (-0.24%)

17:15
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Earnings
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SSW

Seaspan

$6.56

0.29 (4.63%)

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MAA

MAA

$101.00

-0.47 (-0.46%)

17:14
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Earnings
MAA reports Q1 EPS 36c with items, consensus 54c »

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INDB

Independent Bank

$66.50

0.7 (1.06%)

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CRY

CryoLife

$16.75

0.5 (3.08%)

17:11
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CryoLife sees FY17 adjusted EPS 40c-43c, consensus 41c »

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