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CY

Cypress Semiconductor

$13.93

0.14 (1.02%)

, AVGO

Broadcom

$225.93

1.58 (0.70%)

07:14
03/16/17
03/16
07:14
03/16/17
07:14

Loop Capital to hold a tour

Semiconductor Tour travels throughout Santa Clara, CA on March 16.

CY

Cypress Semiconductor

$13.93

0.14 (1.02%)

AVGO

Broadcom

$225.93

1.58 (0.70%)

NVDA

NVIDIA

$102.55

0.77 (0.76%)

CAVM

Cavium

$72.34

0.46 (0.64%)

MXIM

Maxim Integrated

$46.00

0.43 (0.94%)

  • 16

    Mar

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    Mar

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    Mar

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    Apr

  • 05

    Apr

  • 06

    Apr

  • 09

    May

CY Cypress Semiconductor
$13.93

0.14 (1.02%)

02/28/17
NEED
02/28/17
NO CHANGE
NEED
Needham sees potential upside for Cypress Semiconductor from Apple, Samsung
Needham analyst Rajvindra Gill commented on the Wall Street Journal article stating that one of the iPhone 8 models may use USB-C. The analyst said Cypress Semiconductor is the leader in USB-C connectivity and could benefit from the transition and also modeled in a similar scenario for potential Samsung S8 gains. Gill believes Cypress could add an incremental 11c-19c in earnings from the iPhone 8 USB-C cycle and 4c-11c from the Samsung S8.
02/28/17
CHLM
02/28/17
NO CHANGE
CHLM
Craig-Hallum sees potential iPhone design win as 'big positive' for Cypress
Commenting on rumors out of The Wall Street Journal that Apple (AAPL) will switch to USB-C for its next generation iPhone, Craig-Hallum analyst Tony Stoss notes that Cypress Semiconductor (CY) management commentary out of Needham earlier this year called for a large 2H17 ramp of USB-C that would coincide with a new iPhone launch. Given the expected record volumes for the new iPhone models, the analyst believes a potential design win for the next generation phones would be a "big positive" for Cypress Semiconductor's 2H17 results and beyond. He reiterates a Buy rating on Cypress Semiconductor's shares.
03/14/17
NEED
03/14/17
DOWNGRADE
NEED
Hold
Mobileye downgraded to Hold from Buy at Needham
Needham analyst Rajvindra Gill downgraded Mobileye (MBLY) to Hold from Buy after Intel (INTC) announced its intention to acquire all of the former's outstanding ordinary shares for $63.54 per share. The analyst believes the deal clearly validates the ADAS and fully autonomous vehicle market, and views it as a positive read-through into the entire ADAS and automotive supply chain, namely ON Semiconductor (ON), Micron (MU), Cypress Semiconductor (CY), NXP Semiconductors (NXPI), NVIDIA (NVDA), Tower Semiconductor (TSEM), and Infineon (IFNNY).
12/20/16
DTFT
12/20/16
NO CHANGE
DTFT
Cypress Semiconductor mentioned as potential M&A target at Detwiler Fenton
AVGO Broadcom
$225.93

1.58 (0.70%)

03/02/17
CHLM
03/02/17
NO CHANGE
CHLM
Buy
Silicon Motion may be a potential takeout target by Broadcom, says Craig-Hallum
Craig-Hallum analyst Tony Stoss sees positive read through following Broadcom's (AVGO) report as the company guided for Enterprise demand to remain strong heading into Q2, but should begin to taper off by end of Q2 and into Q3. The analyst thinks Silicon Motion (SIMO) will benefit as SSD demand in the enterprise market continues to ramp. Additionally, he believes Silicon Motion could be a potential takeout target by Broadcom given its "strong position" in the SSD controller market. Stoss reiterated a Buy rating on Silicon Motion's shares.
03/02/17
CHLM
03/02/17
NO CHANGE
Target $260
CHLM
Buy
Broadcom price target raised to $260 from $210 at Craig-Hallum
Craig-Hallum analyst Anthony Stoss raised his price target for Broadcom (AVGO) to $260 from $210 after the company reported "strong results" driven by better than expected Apple's (AAPL) iPhone 7 sales coupled with expected NAND tightness driving growth in its enterprise storage business on the HDD side. The analyst notes that Enterprise business was up 26% quarter over quarter due to content gains/initial builds for Samsung's (SSNLF) Galaxy S8 helping offset the seasonal decline at Apple coupled with strong demand from cloud data center/fiber optics customers driving the wired business. Stoss remains a buyer of Broadcom heading into Apple's next generation phone as he looks for the company to benefit from both content expansion and unit growth. He reiterates a Buy rating on Broadcom's shares.
03/02/17
COWN
03/02/17
NO CHANGE
Target $240
COWN
Outperform
Broadcom price target raised to $240 from $210 at Cowen
Cowen analyst Timothy Arcuri raised his price target on Broadcom to $240 from $210 saying the company "finally delivered on the promise worthy of [his] adoration." Although consensus numbers no longer look conservative, Arcuri sees a "clear path" to the $240-$250 area and reiterated his Outperform rating on Broadcom shares.
03/10/17
LEHM
03/10/17
NO CHANGE
Target $250
LEHM
Overweight
Broadcom shares have more room to run, says Barclays
After meeting with management, Barclays analyst Blayne Curtis says Broadcom remains one of his favorite ideas. He sees more room for the stock to run as the "business model continues to prove out." The company is not a cost cutting rollup like some other semi names are pursuing, but a sustainable franchise, Curtis tells investors in a research note. He raised his price target for Broadcom shares to $250 from $240 and keeps an Overweight rating on the name. He believes the company's 2% dividend likely doubles over time.
NVDA NVIDIA
$102.55

0.77 (0.76%)

03/14/17
GSCO
03/14/17
NO CHANGE
Target $130
GSCO
Conviction Buy
NVIDIA remains top pick in Semis at Goldman
Goldman Sachs analyst Toshiya Hari says that while he continues to receive investor pushback on his bullish call, NVIDIA remains his top pick in Semiconductors. The analyst rates the shares Conviction Buy with a $130 price target, which represents 28% potential upside from current levels. Positive earnings over the coming quarters should drive stock outperformance, Hari tells investors in a research note.
03/13/17
RHCO
03/13/17
NO CHANGE
RHCO
Intel deal for Mobileye bad for NVIDIA, STMicroelectronics, says SunTrust
In a note issued after Intel's (INTC) deal to acquire Mobileye (MBLY) had been reported by the media, SunTrust analyst William Stein said he views the deal, which has now been confirmed by the companies, as a negative for NVIDIA (NVDA), which he sees as Mobileye's nearest long-term competitor in the ADAS market. He also views the deal as negative for STMicroelectronics (STM), which currently fabricates Mobileye's chips, as he sees that work transitioning to Intel over time.
03/10/17
SBSH
03/10/17
NO CHANGE
Target $145
SBSH
Buy
NVIDIA selloff brings 'enhanced' buying opportunity, says Citi
Citi analyst Atif Malik attributes the recent pullback in shares of NVIDIA (NVDA) to sell-side gaming and competitive concerns. He views the selloff as an "enhanced" buying opportunity. Citi's gaming survey indicates strong, or 75%, purchase intentions for NVIDIA GPUs over next 12 months with majority, or 63%, responses indicating better price to performance versus AMD (AMD), Malik tells investors in a research note. The analyst keeps a Buy rating on NVIDIA with a $145 price target. The stock closed yesterday down 2c to $98.54.
CAVM Cavium
$72.34

0.46 (0.64%)

03/14/17
ARGS
03/14/17
NO CHANGE
ARGS
Cavium deal positive, says Argus
After Cavium (CAVM) agreed to supply its ThunderX ARM-based server processing technology to Microsoft (MSFT) for use in its internal data centers, Argus analyst .Jim Kelleher says the deal "positions ThunderX in (the) fastest-growing parts of technology, including cloud data center, hyperscale and machine learning." He raised his price target on the stock to $82 from $75 and keeps a Buy rating.
02/16/17
BOFA
02/16/17
UPGRADE
Target $85
BOFA
Buy
Cavium upgraded to Buy from Neutral at BofA/Merrill
Bofa/Merrill analyst Vivek Arya upgraded Cavium to Buy and increased its price target to $85 from $72 to reflect the recovery in organic sales to 20% year-over-year due to new products and recent management meetings that increased confidence in the diversity of the pipeline and growth opportunities for QLogic's Ethernet business that can offset the drag from legacy storage products.
02/22/17
RSBL
02/22/17
INITIATION
RSBL
Neutral
Cavium initiated with a Neutral at Rosenblatt
Rosenblatt analyst Hans Mosesmann initiated Cavium with a Neutral rating.
02/22/17
MKMP
02/22/17
INITIATION
Target $77
MKMP
Buy
Cavium initiated with a Buy at MKM Partners
MKM Partners analyst Ruben Roy initiated Cavium with a Buy and a $77 price target. The analyst commented Cavium has established itself as leading provider of network processors to tier-1 equipment vendors globally and expects core products to continue to grow faster than the broader semiconductor market as data center and cloud based applications continue to proliferate.
MXIM Maxim Integrated
$46.00

0.43 (0.94%)

11/07/16
RBCM
11/07/16
NO CHANGE
RBCM
Microsemi price target raised to $56 from $48 at RBC Capital
After Bloomberg reported that Microsemi (MSCC) was looking to sell itself, RBC Capital analyst Mitch Steves says that Microsemi could be attractive to many potential acquirers. He names Skyworks (SWKS), Texas Instruments (TXN), Maxim (MXIM) and Broadcom (AVGO) as potential acquirers of Microsemi. However, the analyst thinks that it "may be a bit to early for a deal." Nonetheless, he raised his price target on the name to $56 from $48 and keeps a Top Pick rating on the shares.
12/05/16
LOOP
12/05/16
INITIATION
Target $49
LOOP
Buy
Maxim Integrated initiated with a Buy at Loop Capital
Loop Capital initiated Maxim Integrated with a Buy rating and $49 price target.
01/27/17
BOFA
01/27/17
UPGRADE
Target $51
BOFA
Buy
Maxim Integrated upgraded to Buy from Neutral at BofA/Merrill
BofA/Merrill analyst Vivek Arya upgraded Maxim to Buy and raised its price target to $51 from $43 saying Q2 results addressed prior concerns regarding high exposure to Samsung and sluggish revenues. The analyst said Samsung exposure will be below 10% going forward, while sales should accelerate to 4-5% year-over-year in 2017/18. He said the balance sheet is solid, free cash flow is strong, and the turnaround will be led by growth in autos, industrial, and networking.
01/27/17
DBAB
01/27/17
NO CHANGE
Target $50
DBAB
Buy
Maxim Integrated price target raised to $50 from $45 at Deutsche Bank
Deutsche Bank analyst Ross Seymore raised his price target for Maxim Integrated to $50 saying the company's "solid" Q2 results showed core strength in Auto. The analyst reiterates a Buy rating on the shares.

TODAY'S FREE FLY STORIES

CXP

Columbia Property

$21.68

-0.27 (-1.23%)

20:50
03/27/17
03/27
20:50
03/27/17
20:50
Upgrade
Columbia Property rating change  »

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SPG

Simon Property

$166.15

-1.8 (-1.07%)

20:45
03/27/17
03/27
20:45
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20:45
Conference/Events
Simon Property management to meet with Canaccord »

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HALO

Halozyme

$14.27

0.74 (5.47%)

20:41
03/27/17
03/27
20:41
03/27/17
20:41
Conference/Events
Halozyme management to meet with Canaccord »

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AYR

Aircastle

$23.44

0.03 (0.13%)

20:38
03/27/17
03/27
20:38
03/27/17
20:38
Conference/Events
Aircastle management to meet with Canaccord »

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  • 28

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NEE

NextEra Energy

$131.10

-1.7 (-1.28%)

20:30
03/27/17
03/27
20:30
03/27/17
20:30
Conference/Events
NextEra Energy management to meet with Guggenheim »

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  • 29

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M

Macy's

$27.93

-0.24 (-0.85%)

20:26
03/27/17
03/27
20:26
03/27/17
20:26
Conference/Events
Macy's management to meet with Guggenheim »

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  • 28

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PPBI

Pacific Premier

$36.35

-0.05 (-0.14%)

, HEOP

Heritage Oaks

$12.62

0.02 (0.16%)

20:25
03/27/17
03/27
20:25
03/27/17
20:25
Conference/Events
Heritage Oaks to host special shareholder meeting »

Special Shareholder…

PPBI

Pacific Premier

$36.35

-0.05 (-0.14%)

HEOP

Heritage Oaks

$12.62

0.02 (0.16%)

03/08/13
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CCL

Carnival

$58.87

0.27 (0.46%)

, MKC

McCormick

$101.36

0.35 (0.35%)

20:25
03/27/17
03/27
20:25
03/27/17
20:25
Earnings
Notable companies reporting before tomorrow's open »

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CCL

Carnival

$58.87

0.27 (0.46%)

MKC

McCormick

$101.36

0.35 (0.35%)

DRI

Darden

$75.58

-1.13 (-1.47%)

FDS

FactSet

$174.55

-2.18 (-1.23%)

03/08/13
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03/08/13
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03/06/13
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SYY

Sysco

$52.04

-0.77 (-1.46%)

20:17
03/27/17
03/27
20:17
03/27/17
20:17
Conference/Events
Sysco management to meet with Guggenheim »

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MNK

Mallinckrodt

$44.33

1.24 (2.88%)

20:13
03/27/17
03/27
20:13
03/27/17
20:13
Conference/Events
Mallinckrodt management to meet with Guggenheim »

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  • 27

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OGE

OGE Energy

$35.41

-0.28 (-0.78%)

20:10
03/27/17
03/27
20:10
03/27/17
20:10
Conference/Events
OGE Energy management to meet with Guggenheim »

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03/06/13
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  • 27

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CMCSA

Comcast

$37.11

-0.27 (-0.72%)

, CMCSK

Comcast

20:03
03/27/17
03/27
20:03
03/27/17
20:03
Periodicals
Comcast to expand streaming video service, Reuters says »

Comcast plans to rebrand…

CMCSA

Comcast

$37.11

-0.27 (-0.72%)

CMCSK

Comcast

03/08/13
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03/06/13
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03/06/13
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MAR

Marriott

$93.17

-0.33 (-0.35%)

20:02
03/27/17
03/27
20:02
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20:02
Conference/Events
Marriott management to meet with JPMorgan »

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  • 31

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FBR

Fibria Celulose

$8.67

-0.22 (-2.47%)

19:58
03/27/17
03/27
19:58
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19:58
Conference/Events
Fibria Celulose management to meet with JPMorgan »

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  • 31

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DXC

DXC Technology

, HPE

HP Enterprise

$22.72

-0.05 (-0.22%)

19:51
03/27/17
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19:51
Initiation
DXC Technology, HP Enterprise, CSC initiated at Goldman »

DXC Technology initiated…

DXC

DXC Technology

HPE

HP Enterprise

$22.72

-0.05 (-0.22%)

CSC

CSC

$68.05

0.35 (0.52%)

03/08/13
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TRI

Thomson Reuters

$43.56

-0.19 (-0.43%)

19:51
03/27/17
03/27
19:51
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19:51
Conference/Events
Thomson Reuters management to meet with JPMorgan »

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  • 30

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FIS

FIS

$80.41

0.29 (0.36%)

19:48
03/27/17
03/27
19:48
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19:48
Downgrade
FIS rating change at Goldman »

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COUP

Coupa Software

$24.00

0.12 (0.50%)

19:48
03/27/17
03/27
19:48
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19:48
Conference/Events
Coupa Software management to meet with JPMorgan »

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  • 30

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ALK

Alaska Air

$95.00

0.3 (0.32%)

19:44
03/27/17
03/27
19:44
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19:44
Conference/Events
Alaska Air management to meet with JPMorgan »

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  • 29

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  • 04

    May

TIVO

TiVo

19:40
03/27/17
03/27
19:40
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19:40
Conference/Events
TiVo management to meet with JPMorgan »

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  • 29

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TSN

Tyson Foods

$61.84

-0.73 (-1.17%)

, SAFM

Sanderson Farms

$102.76

2.41 (2.40%)

19:40
03/27/17
03/27
19:40
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19:40
Hot Stocks
Georgia finds 'low pathogenic' bird flu in commercial flock »

The Georgia Department of…

TSN

Tyson Foods

$61.84

-0.73 (-1.17%)

SAFM

Sanderson Farms

$102.76

2.41 (2.40%)

PPC

Pilgrim's Pride

$22.31

0.05 (0.22%)

03/08/13
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  • 28

    Apr

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KR

Kroger

$28.93

-0.17 (-0.58%)

19:37
03/27/17
03/27
19:37
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19:37
Conference/Events
Kroger management to meet with JPMorgan »

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  • 29

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VALE

Vale

$9.34

0.04 (0.43%)

19:30
03/27/17
03/27
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19:30
Hot Stocks
Vale says Fabio Schvartsman appointed as CEO »

Vale announced that,…

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NSM

Nationstar

$15.05

0.1 (0.67%)

19:21
03/27/17
03/27
19:21
03/27/17
19:21
Initiation
Nationstar initiated at Wedbush »

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LNVGY

Lenovo

$12.57

-0.03 (-0.24%)

19:14
03/27/17
03/27
19:14
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19:14
Periodicals
Lenovo, Fujitsu postpone PC tie-up, Nikkei says »

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  • 02

    May

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