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NVDA

NVIDIA

$93.36

0.97 (1.05%)

, AMD

AMD

$8.71

0.25 (2.96%)

13:55
11/20/16
11/20
13:55
11/20/16
13:55

NVIDIA, AMD should continue benefitting from cloud computing, Barron's says

NVIDIA (NVDA) and AMD (AMD) should continue to enjoy growth as cloud computing increasingly makes use of their specialty graphics chips, Barron's contends in a 'Follow Up' column. On the other hand, Micron (MU), which the publication had previously highlighted as another chipmaker set to benefit from cloud computing, "hasn't shown the leadership we expected with new products" and any potential innovation from the company "might take much longer than we anticipated," Barron's says. Reference Link

NVDA

NVIDIA

$93.36

0.97 (1.05%)

AMD

AMD

$8.71

0.25 (2.96%)

MU

Micron

$19.21

0.03 (0.16%)

  • 21

    Nov

  • 22

    Nov

  • 28

    Nov

NVDA NVIDIA
$93.36

0.97 (1.05%)

11/14/16
11/14/16
UPGRADE
Target $100

Buy
NVIDIA upgraded to Buy at Needham
As previously reported, Needham analyst Rajvindra Gill upgraded NVIDIA to Buy from Hold, with a $100 price target, after the company's "significant" beat and raise quarter. The analyst says his view is based on long-term secular trends, namely the incorporation of ADAS applications in automotive market and where NVIDIA's Drive PX2 supplies Level 3-5 autonomy, the proliferation of machine learning, AI and graphics virtualization in the data center, and the emergence of virtual reality devices in PC and gaming markets driving higher graphics content.
11/14/16
ROTH
11/14/16
NO CHANGE
Target $95
ROTH
Buy
NVIDIA price target raised to $95 from $73 at Roth Capital
Roth Capital analyst Brian Alger raised his price target for NVIDIA to $95 from $73 after the company reported another "truly incredible" quarterly update. The analyst reiterates a Buy rating on the shares.
11/14/16
NEED
11/14/16
UPGRADE
NEED
Buy
NVIDIA upgraded to Buy from Hold at Needham
11/11/16
RBCM
11/11/16
NO CHANGE
RBCM
NVIDIA price target raised to $95 from $80 at RBC Capital
RBC Capital analyst Mitch Steves raised his price target on NVIDIA after the company reported stronger than expected results. The analyst says the company had a "blow out quarter," and he thinks that the company's Deep Learning and Robotics businesses could enable it to grow rapidly. He thinks that the company's long-term growth will be strong, and he keeps an Outperform rating on the shares.
AMD AMD
$8.71

0.25 (2.96%)

10/21/16
ADAM
10/21/16
NO CHANGE
Target $9
ADAM
Buy
AMD weakness a buying opportunity, says Canaccord
Canaccord analyst Matthew Ramsay said AMD reported "solid" Q3 results and provided seasonally lower guidance, which was expected. The analyst said his buy thesis remains intact and the selloff in the after hours was unwarranted. Ramsay said the weakness in the shares is a buying opportunity with the risk/reward tilted toward the upside upon entering an important year for the company's turnaround. Ramsay reiterated his Buy rating and $8.50 price target on AMD shares.
10/21/16
BERN
10/21/16
NO CHANGE
BERN
AMD outlook 'sounds promising,' says Bernstein
Bernstein analyst Stacy Rasgon says that AMD's Q3 results were "strong," and the analyst says that the comments and evidence presented by the company about its design wins and engagements "sound promising." Rasgon says she's weary about AMD, given its past missteps, but the analyst admits that she "just might be warming up to the story." Rasgon raised her price target on the shares to $7.50 from $6 but keeps a Market Perform rating on the stock.
10/21/16
SBSH
10/21/16
NO CHANGE
Target $3.5
SBSH
Sell
AMD continues to lose money, says Citi
Citi analyst Christopher Danely keeps a Sell rating on AMD following the company's Q3 results. AMD continues to lose money despite improving fundamentals with estimated net debt of $353.3M, Danely tells investors in a research note. He raised his price target for the shares to $3.50 from $2.50.
10/19/16
PACS
10/19/16
NO CHANGE
PACS
Intel Q4 PC commentary negative for Marvell, others resilient says Pacific Crest
Pacific Crest notes that Intel (INTC) said its PC customers are poised to reduce their inventories in Q4. The firm says that the comment is negative for Marvell (MRVL). However, the firm believes that Advanced Micro Devices (AMD), NVIDIA (NVDA), ON Semiconductor (ON) and Synaptics (SYNA) are "most resilient" to this development, given their share gains, growth and other factors.
MU Micron
$19.21

0.03 (0.16%)

10/05/16
STFL
10/05/16
NO CHANGE
Target $22
STFL
Buy
Micron only at start of up cycle, says Stifel
Stifel analyst Kevin Cassidy raised his price target for Micron Technology to $22 from $20, saying the company last night delivered a "solid beat" to his expectations and the consensus forecast. The company's non-GAAP EPS guidance "has some controversy" and may cause some weakness in the shares, added Cassidy. However, he would be a buyer on the weakness, citing his view that Micron's up cycle is only at its beginning. The firm keeps its Buy rating on Micron shares.
10/24/16
BARD
10/24/16
NO CHANGE
Target $22
BARD
Outperform
Pricing data points support above consensus estimates for Micron, says Baird
Baird analyst Tristan Gerra said checks indicate further tightening in DRAM while NAND is in shortage with price increases across NAND's three major segments. The analyst believes the data points support his well above consensus 2017 estimates for Micron. Gerra reiterated his Outperform rating and $22 price target on Micron shares.
10/19/16
PACS
10/19/16
NO CHANGE
PACS
Intel data center results bode badly for several stocks, says Pacific Crest
Pacific Crest says that Intel's (INTC) data center results and commentary were "modestly disappointing," as enterprise demand for the company's data center products was "weak," according to the firm. The firm thinks that the negative enterprise results are "modestly negative for stocks with enterprise exposure, including Micron (MU), Seagate (STX) and Western Digital (WDC)."
11/14/16
MSCN
11/14/16
NO CHANGE
MSCN
Micron Q1 revenue estimate raised above consensus at MScience
MScience raised Micron's Q1 revenue estimate above consensus driven by strong DRAM pricing.

TODAY'S FREE FLY STORIES

BPMC

Blueprint Medicines

$27.01

-0.99 (-3.54%)

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CBS

CBS

$60.18

-0.39 (-0.64%)

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PLNT

Planet Fitness

$20.02

0.03 (0.15%)

04:55
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Conference/Events
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RMBS

Rambus

$12.76

0.09 (0.71%)

04:55
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Conference/Events
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04:55
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Conference/Events
UBS economists and strategists hold an analyst/industry conference call »

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General news
ISM Non-Mfg Index Composite to be reported at 10:00 »

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JCI

Johnson Controls

$45.32

-0.41 (-0.90%)

04:55
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Conference/Events
Johnson Controls to hold a meeting »

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Breaking General news story  »

New York Federal Reserve…

CNDT

Conduent

04:55
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12/05
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Conference/Events
Conduent to host investor meeting »

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VCRA

Vocera

$17.96

0.07 (0.39%)

04:55
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Conference/Events
Vocera management to meet with Jefferies »

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Conference/Events
Barclays commodities/energy analysts hold an analyst/industry conference call »

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JUNO

Juno Therapeutics

$20.43

0.53 (2.66%)

04:55
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12/05
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Conference/Events
Juno Therapeutics to host analyst and investor meeting »

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  • 05

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TKPPY

Technip

$17.80

0.45 (2.59%)

, FTI

FMC Technologies

$35.60

0.9 (2.59%)

04:55
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12/05
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Conference/Events
FMC Technologies to host special shareholder meeting »

Special Shareholder…

TKPPY

Technip

$17.80

0.45 (2.59%)

FTI

FMC Technologies

$35.60

0.9 (2.59%)

03/08/13
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03/08/13
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03/06/13
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  • 05

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TGTX

TG Therapeutics

$5.50

0.05 (0.92%)

04:55
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12/05
04:55
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04:55
Conference/Events
TG Therapeutics to hold an investor and analyst reception »

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Conference/Events
JPMorgan Euro & global equity strategist holds analyst/industry conference call »

European & Global…

CSV

Carriage Services

$27.50

0.21 (0.77%)

04:55
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Conference/Events
Carriage Services management to meet with Barrington »

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Breaking General news story  »

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GNMSF

Genmab

04:55
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Conference/Events
Genmab to hold data review meeting »

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RHHBY

Roche

$27.20

-0.1 (-0.37%)

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Roche to hold an analyst meeting »

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BSFT

BroadSoft

$40.30

-0.35 (-0.86%)

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  • 05

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CLF

Cliffs Natural

$9.56

0.32 (3.46%)

04:55
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Conference/Events
Cliffs Natural management to meet with JPMorgan »

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