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NVDA

Nvidia

$94.11

-0.05 (-0.05%)

, AMD

AMD

$8.83

0.06 (0.68%)

07:32
11/29/16
11/29
07:32
11/29/16
07:32

Jefferies takes stance on semis to neutral from bullish

Jefferies analyst Mark Lipacis is taking his stance on the Semiconductors space to neutral from bullish following the Q3 earnings season. The earnings reports revealed two yellow flags, Lipacis tells investors in a research note. One, the companies have benefited from an inventory restock since Q2 and are forecasted to outship manufactures thru the first half of 2017, the analyst contends. And two, semi days of inventory has declined, historically a leading indicator of SOX peaks, Lipacis contends. He feels a more neutral stance on the sector is warranted and prefers product cycle stories NVIDIA (NVDA), AMD (AMD), MACOM (MTSI) and Inphi (IPHI).

NVDA

Nvidia

$94.11

-0.05 (-0.05%)

AMD

AMD

$8.83

0.06 (0.68%)

MTSI

MACOM

$49.00

0.64 (1.32%)

IPHI

Inphi

$46.68

-0.52 (-1.10%)

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    Nov

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    Dec

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    Dec

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    Dec

NVDA Nvidia
$94.11

-0.05 (-0.05%)

11/23/16
SBSH
11/23/16
NO CHANGE
Target $100
SBSH
Buy
NVIDIA gaming growth being underappreciated, says Citi
Citi analyst Atif Malik views data center and auto as attractive markets for NVIDIA over the mid to long term, but says the Street continues to underestimate the sales and earnings contribution from core gaming. He expects NVIDIA over the long term to maintain 70%-plus unit share in the high end gaming market "on better performance and brand loyalty." Malik reiterates a Buy rating on the shares with a $100 price target.
11/22/16
MKMP
11/22/16
NO CHANGE
MKMP
Buy
MKM Partners raises NVIDIA, AMD price targets on inflecting semi opportunities
MKM Partners analyst Ian Ing raised his price target for NVIDIA (NVDA) to $106 from $87, saying that thematic attention is heating up as large suppliers are crowding into artificial intelligence as an investment theme with non-GPU solutions. While other suppliers may be able to come up with better performance-for-power in certain use cases, he believes NVIDIA GPUs still have user stickiness with developer incumbency and easy-to-use tools that will be difficult to overcome. The analyst also raised his price target for AMD (AMD) to $10.50 from $8 to reflect improved prospects for the company driven by new product pipeline. Although Ian expects AMD to be a relatively minor player, its shares are helped by continued A.I. headlines and NVIDIA, Intel (INTC), and Qualcomm (QCOM) turning increasingly vocal on the opportunity. He reiterates a Buy rating on NVIDIA and AMD shares.
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.
AMD AMD
$8.83

0.06 (0.68%)

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.
MTSI MACOM
$49.00

0.64 (1.32%)

09/20/16
GSCO
09/20/16
DOWNGRADE
Target $41
GSCO
Neutral
MACOM downgraded to Neutral from Buy at Goldman
Goldman analyst Mark Delaney downgraded MACOM to Neutral citing valuation and maintained its $41 price target.
11/22/16
ADAM
11/22/16
DOWNGRADE
Target $8
ADAM
Hold
Applied Micro Circuits downgraded to Hold from Buy at Canaccord
Canaccord analyst Matthew Ramsay downgraded Applied Micro Circuits (AMCC) to Hold from Buy following the announcement it would be acquired by MACOM (MTSI) for $8.36 per share in cash and stock.
11/21/16
ROTH
11/21/16
DOWNGRADE
Target $8
ROTH
Neutral
Applied Micro Circuits downgraded to Neutral from Buy at Roth Capital
Roth Capital analyst Suji Desilva downgraded Applied Micro Circuits (AMCC) to Neutral from Buy, with an $8 price target, on the announcement of its planned stock plus cash acquisition by MACOM Technologies (MTSI). The analyst expects the acquisition to face limited anti-trust or regulatory issues given the lack of direct product market overlap, and believes MACOM will focus on the connectivity business and divest the Applied Micro Circuits compute business within approximately three months' timeframe.
10/31/16
NEED
10/31/16
NO CHANGE
NEED
Needham remains bullish on Optical Sector
Needham analyst Alex Henderson believes the "Optical Super Cycle" is going full steam ahead and strongly reiterates his bullish view on the Optical Sector. The analyst believes that most of the angst over the last week around the optical sector is a non-issue. Henderson is an aggressive buyer on weakness of Lumentum (LITE), NeoPhotonics (NPTN), Oclaro (OCLR), and Inphi (IPHI). Finisar (FNSR), Fabrinet (FN), II-VI (IIVI), GigPeak (GIG) and MACOM (MTSI) are also strong recommendations, he added. Further, Henderson believes Acacia Communications (ACIA) has "way overcorrected," and thinks it can rebound on a stronger Q4 outlook and upside to 2017 numbers.
IPHI Inphi
$46.68

-0.52 (-1.10%)

11/02/16
ROTH
11/02/16
NO CHANGE
Target $50
ROTH
Buy
Inphi price target raised to $50 from $44 at Roth Capital
Roth Capital analyst Brian Alger raised his price target for Inphi to $50 from $44 after the company delivered a "strong" report. Now heading into 2017, Inphi looks to benefit from ColorZ, continued strong long-haul and metro demand in China, and the just announced acquisition of ClariPhy, Alger noted. The analyst reiterates a Buy rating on the shares.
10/14/16
COWN
10/14/16
INITIATION
Target $39
COWN
Market Perform
Inphi initiated with a Market Perform at Cowen
Cowen analyst Wayne Loeb initiated Inphi with a Market Perform rating and $39 price target. The analyst said PAM4 adoption in the data center and proprietary DCI adoption is coming, but somewhat later than expected.
09/07/16
NORL
09/07/16
DOWNGRADE
NORL
Market Perform
Inphi downgraded to Market Perform from Outperform at Northland

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NCSM

NCS Multistage

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CLDR

Cloudera

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AOS

A.O. Smith

$54.42

1.45 (2.74%)

20:16
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A.O. Smith rating change at KeyBanc »

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FB

Facebook

$147.70

1.14 (0.78%)

20:11
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Facebook improves 'Rights Manager' content protection system »

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AAWW

Atlas Air

$59.80

0.4 (0.67%)

20:11
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Atlas Air rating change at Stifel »

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UTHR

United Therapeutics

$120.50

0.51 (0.43%)

20:00
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United Therapeutics announces $250M repurchase program »

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CYTR

CytRx

$0.68

-0.121 (-15.02%)

19:56
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CytRx: Former 'SPA' for aldoxorubicin no longer applicable »

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  • 02

    Jun

EEX

Emerald Expositions Events

19:52
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Syndicate
Emerald Expositions Events 15.5M share IPO priced at $17.00 »

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  • 28

    Apr

GOOG

Alphabet

$874.25

2.52 (0.29%)

, GOOGL

Alphabet Class A

$891.44

2.3 (0.26%)

19:31
04/27/17
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Hot Stocks
Google introduces development kit for Google Assistant »

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GOOG

Alphabet

$874.25

2.52 (0.29%)

GOOGL

Alphabet Class A

$891.44

2.3 (0.26%)

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SRPT

Sarepta

$34.72

-0.14 (-0.40%)

19:26
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  • 27

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SRPT

Sarepta

$34.72

-0.14 (-0.40%)

19:22
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Sarepta: Guidance includes only U.S. sales »

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SRPT

Sarepta

$34.72

-0.14 (-0.40%)

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Sarepta: Exondys post-market commitment data likely unavailable for couple years »

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SRPT

Sarepta

$34.72

-0.14 (-0.40%)

19:18
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Hot Stocks
Sarepta confirms CEO Ed Kaye to resign from role at end of current term »

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BSAC

Santander Chile

$23.59

-0.36 (-1.50%)

19:02
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Earnings
Santander Chile reports Q1 EPS 46c, consensus 42c »

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  • 28

    Apr

BA

Boeing

$183.22

1.51 (0.83%)

, BDRBF

Bombardier

$1.63

-0.0278 (-1.67%)

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BA

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$183.22

1.51 (0.83%)

BDRBF

Bombardier

$1.63

-0.0278 (-1.67%)

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BA

Boeing

$183.22

1.51 (0.83%)

, BDRBF

Bombardier

$1.63

-0.0278 (-1.67%)

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BA

Boeing

$183.22

1.51 (0.83%)

BDRBF

Bombardier

$1.63

-0.0278 (-1.67%)

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SWN

Southwestern Energy

$7.67

-0.16 (-2.04%)

18:48
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Earnings
Southwestern Energy reports Q1 adjusted EPS 18c, consensus 18c »

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  • 28

    Apr

CRMD

CorMedix

$1.04

-0.07 (-6.31%)

18:43
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Syndicate
CorMedix files to sell common stock warrants, no amount given »

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FET

Forum Energy

$18.10

-1.05 (-5.48%)

18:39
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Earnings
Breaking Earnings news story on Forum Energy »

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WDC

Western Digital

$85.71

1.1 (1.30%)

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  • 27

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FET

Forum Energy

$18.10

-1.05 (-5.48%)

18:38
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Earnings
Forum Energy reports Q1 adjusted EPS (14c), consensus (16c) »

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SJR

Shaw Communications

$21.30

0.07 (0.33%)

18:36
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