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AAPL

Apple

$117.63

0.65 (0.56%)

, SSNLF

Samsung

08:50
10/17/16
10/17
08:50
10/17/16
08:50

Apple among biggest beneficiaries of Samsung Galaxy Note 7 recall, 9to5Mac says

Apple (AAPL) appears to the be the primary beneficiary of the Samsung (SSNLF) Galaxy Note 7 recall blunders as customers have no choice but to choose another type of phone, according to 9to5Mac. Apple and Android manufacturer Huawei are set to be the biggest benefactors, the publication said, citing a report from KGI that estimates 5M-7M ex-Note 7 orders will convert into iPhone 7 sales. Reference Link

AAPL

Apple

$117.63

0.65 (0.56%)

SSNLF

Samsung

  • 23

    Oct

  • 25

    Oct

  • 14

    Nov

  • 13

    Mar

AAPL Apple
$117.63

0.65 (0.56%)

10/17/16
RBCM
10/17/16
NO CHANGE
RBCM
Most of Note impact on Broadcom could be offset, says RBC Capital
RBC Capital analyst Amit Daryanani says that most of the impact on Broadcom (AVGO) of the Samsung Note 7 recall will be offset if consumers returning the Note buy Apple's (AAPL) iPhone 7 devices. The analyst says that Broadcom has $1-$2 more content per device in the iPhones than in the Note, so he thinks that the recall could actually provide "a tailwind for Broadcom." The analyst keeps a $190 price target and Top Pick rating on the stock.
10/17/16
GSCO
10/17/16
NO CHANGE
GSCO
Buy
Goldman suggests Apple 'go big' in content with launch of Prime-like service
Goldman Sachs analysts Simona Jankowski and Drew Borst made the case in a new note to investors that Apple (AAPL) should launch a subscription bundle, in the model of Amazon's (AMZN) "Prime" service, in order to reignite growth and avoid commoditization as smartphone sales plateau. Apple has the power to "turn the razor/blade model upside down," argue the analysts, who note that the iPhone giant can afford to be very aggressive in content, by paying premiums for must-have material or pricing services below competitors. An "Apple Prime" subscription bundle priced at $50 month - which would include the iPhone, Apple Music, Apple TV, Apple original content, and potentially live sports - implies EPS generated by "Prime" customers would be over 10% accretive by 2021, the analysts contend. Goldman keeps a Buy rating on Apple shares.
10/14/16
WELS
10/14/16
NO CHANGE
WELS
Intel results likely to be boosted by positive catalysts, says Wells Fargo
Wells Fargo thinks that Intel's (INTC) September quarter report and December quarter guidance will be boosted by several positive catalysts, including signs of improving PC demand, solid revenue momentum at its Data Center Group, and ramping sales of modems for Apple's (AAPL) iPhone 7. The firm keeps a $40-$50 price target on Intel and continues to identify it as a top pick.
10/14/16
MSCO
10/14/16
NO CHANGE
Target $124
MSCO
Overweight
Apple estimates raised at Morgan Stanley on confidence in next 'supercycle'
Morgan Stanley analyst Katy Huberty raised her estimates for Apple for the second half of this calendar year on better than expected iPhone7 demand, but added that she believes higher near-term iPhone estimates are largely priced into shares. The real catalyst for the stock, however, is the FY18 "supercycle," in which Huberty is increasingly confident, she tells investors. Noting that the iPhone installed base is 60% larger, but that unit estimates are just 6% higher compared to iPhone 6, the analyst said she sees the potential for "meaningful" FY18 estimate revisions. Huberty keeps an Overweight rating on Apple and raised her price target on the shares to $124 from $123.
SSNLF Samsung

10/12/16
RHCO
10/12/16
NO CHANGE
RHCO
Best Buy, GameStop should be able to sidestep Note 7 impact, says SunTrust
SunTrust analyst David Magee, in two separate notes to investors, said that he believes Samsung's (SSNLF) troubles with the Galaxy Note 7 should not translate to shortfalls for either GameStop's (GME) mobile stores or for Best Buy (BBY), as in both cases most of their customers will simply pick different models. Sony's VR headset and other upcoming products in the category are "ideal for customers to try out in stores," added Magee, who keeps a Buy rating on both GameStop and Best Buy.
10/12/16
WELS
10/12/16
NO CHANGE
WELS
Market Perform
Wells doesn't see Apple as biggest beneficiary from Samsung issues
Wells Fargo analyst Maynard Um attributes the recent rally in shares of Apple (AAPL), at least in part, to Samsung's (SSNLF) issues with its Note 7 phones. Apple gained an incremental $14B in market capitalization at its intraday peak, which the analyst believes embeds more than 3M of incremental iPhone 7 Plus units. Samsung's production halt will help Apple, but other Android vendors with 5.7 inch phones could see a bigger benefit if Android users prefer to stick with Android, Um tells investors in a research note. He points out that LG, Kyocera, and Microsoft (MFST) have 5.7 inch Android phones at U.S. carriers. Um thinks expectations for Apple into earnings "have risen materially." He keeps a Market Perform rating on the iPhone maker. Apple closed yesterday up 25c to $116.30.
10/11/16
DRXL
10/11/16
NO CHANGE
Target $185
DRXL
Buy
Apple could gain 8M iPhone units from Note 7 troubles, says Drexel Hamilton
Drexel Hamilton analyst Brian White estimates Apple (AAPL) has an opportunity to pick up "at least" 8 million incremental iPhone units in calendar year 2016 due to the Galaxy Note 7 being scrapped, noting that original market expectations were for Samsung (SSNLF) to ship about 10M-14M Galaxy Note 7 units in the second half of this year. The "fiasco" could permanently damage Samsung's smartphone brand, resulting in Apple market share gains, White added. The analyst keeps a Buy rating and $185 price target on Apple shares.
08/01/16
NEED
08/01/16
NO CHANGE
Target $65
NEED
Buy
Synaptics price target lowered to $65 from $88 at Needham
Needham analyst Rajvindra Gill lowered his price target for Synaptics (SYNA) to $65 from $88 on a lower earnings multiple as he remains uncertain on whether the company has secured the OLED DDIC for Apple's (AAPL) iPhone 8 versus an internal Samsung (SSNLF) solution. The analyst reiterates a Buy rating on Synaptics' shares, saying the company will remain one of the leaders in the display markets.

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TACO

Del Taco

$15.14

0.08 (0.53%)

08:32
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Del Taco Restaurants 1.6M share Block Trade priced at $14.75 »

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AXS

AXIS Capital

$63.32

0.42 (0.67%)

08:31
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08:31
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AXIS Capital announces new $1B share repurchase authorization »

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AMTD

TD Ameritrade

$43.22

0.51 (1.19%)

08:31
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TD Ameritrade reports November client trades per day up 23% y/y »

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ACRS

Aclaris Therapeutics

$28.97

-0.83 (-2.79%)

, NTLA

Intellia Therapeutics

$15.38

0.06 (0.39%)

08:30
12/09/16
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08:30
Options
Two new option listings and three option delistings on December 9th »

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ACRS

Aclaris Therapeutics

$28.97

-0.83 (-2.79%)

NTLA

Intellia Therapeutics

$15.38

0.06 (0.39%)

LGF

Lionsgate

$26.09

1.1 (4.40%)

LNKD

LinkedIn

STRZA

Starz

$35.52

0.59 (1.69%)

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PSTG

Pure Storage

$12.33

-0.3 (-2.38%)

08:30
12/09/16
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08:30
Conference/Events
Pure Storage participates in a conference call with UBS »

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General news
U.S. equities are back in the green »

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SGYP

Synergy Pharmaceuticals

$5.54

0.06 (1.09%)

08:25
12/09/16
12/09
08:25
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08:25
Hot Stocks
Breaking Hot Stocks news story on Synergy Pharmaceuticals »

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LFUS

Littelfuse

$154.58

3.1 (2.05%)

08:25
12/09/16
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08:25
Conference/Events
Littelfuse to host analyst and investor day »

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WWD

Woodward

$70.84

-0.26 (-0.37%)

08:25
12/09/16
12/09
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08:25
Conference/Events
Wayfair Woodward to host analyst and investor meeting »

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  • 09

    Dec

DVAX

Dynavax

$4.80

-0.2 (-4.00%)

08:25
12/09/16
12/09
08:25
12/09/16
08:25
Conference/Events
Dynavax to host research and development day »

Cancer Research and…

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  • 09

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DLTH

Duluth Holdings

$37.04

3.09 (9.10%)

08:24
12/09/16
12/09
08:24
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08:24
Downgrade
Duluth Holdings rating change  »

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LBAI

Lakeland Bancorp

$19.15

0.3 (1.59%)

08:24
12/09/16
12/09
08:24
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08:24
Syndicate
Breaking Syndicate news story on Lakeland Bancorp »

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CLSD

Clearside Biomedical

$11.53

-2.9 (-20.10%)

08:23
12/09/16
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08:23
Syndicate
Clearside Biomedical 4M share Secondary priced at $9.00 »

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  • 09

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BIIB

Biogen

$289.54

4.24 (1.49%)

, LLY

Eli Lilly

$67.19

-0.19 (-0.28%)

08:21
12/09/16
12/09
08:21
12/09/16
08:21
Recommendations
Biogen, Eli Lilly analyst commentary  »

Biogen has positive read…

BIIB

Biogen

$289.54

4.24 (1.49%)

LLY

Eli Lilly

$67.19

-0.19 (-0.28%)

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General news
Energy Action: NYMEX crude »

Energy Action: NYMEX…

FNSR

Finisar

$34.13

1.89 (5.86%)

08:17
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12/09
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08:17
Recommendations
Finisar analyst commentary  »

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ZBRA

Zebra Technologies

$83.39

0.47 (0.57%)

08:15
12/09/16
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08:15
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Zebra Technologies analyst commentary  »

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AVGO

Broadcom

$170.71

2.16 (1.28%)

08:14
12/09/16
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08:14
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Broadcom analyst commentary  »

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UCBJY

UCB Pharma

$30.84

-1.11 (-3.47%)

, MYL

Mylan

$36.06

1.56 (4.52%)

08:14
12/09/16
12/09
08:14
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08:14
Periodicals
UCB Pharma Vimpat patent 'thrown out' by patent office, Bronte Capital reports »

Argentum…

UCBJY

UCB Pharma

$30.84

-1.11 (-3.47%)

MYL

Mylan

$36.06

1.56 (4.52%)

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  • 28

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HLT

Hilton

$26.24

-0.8 (-2.96%)

08:14
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08:14
Downgrade
Hilton rating change  »

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  • 09

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CDEV

Centennial Resource Development

$18.29

-0.32 (-1.72%)

08:12
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08:12
Initiation
Centennial Resource Development initiated  »

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LTEA

Long Island Iced Tea

$4.91

0.2 (4.25%)

08:12
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08:12
Hot Stocks
Long Island Iced Tea agrees to acquire ALO Juice »

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SCON

Superconductor Technologies

$2.02

-0.13 (-6.05%)

08:11
12/09/16
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08:11
Syndicate
Superconductor Technologies raises $10.2M in a public offering »

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CBMG

Cellular Biomedicine

$13.35

0.1 (0.75%)

08:09
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Hot Stocks
Cellular Biomedicine announces 3-month interim safety data from AlloJoin trial »

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EW

Edwards Lifesciences

$89.30

5.57 (6.65%)

08:09
12/09/16
12/09
08:09
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08:09
Recommendations
Edwards Lifesciences analyst commentary  »

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