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AMD

AMD

$13.49

-0.16 (-1.17%)

, INTC

Intel

$35.27

0.13 (0.37%)

10:49
03/20/17
03/20
10:49
03/20/17
10:49

AMD seen topping expectations as new processors take Intel share

AMD's (AMD) new processors will enable it to gain significant market share from Intel (INTC) in the desktop, notebook and server markets, predicted research firm Jefferies. The firm raised its estimates for AMD and expects the chip maker's 2017 results to beat expectations by a significant amount. AMD ZEN PROCESSORS: AMD's new Ryzen processors are 52% faster than the company's previous generation of processors, according to Jefferies analyst Mark Lipacis. Moreover, AMD's benchmarks show that its R7 1800X processor "performs better than Intel's Core i7 6900K at less than half the price," the analyst stated. Given these metrics, AMD's market share gains will accelerate. AMD is looking to eventually obtain market share of at least 10%, wrote Lipacis. ESTIMATES, TARGET: AMD will obtain 1% of the desktop, notebook and server markets this year and 4% of those markets in 2018, the analyst forecast. He thinks that the company's new higher margin processors will boost its gross margins by three percentage points this year, and he projects that AMD's 2017 earnings per share will beat expectations by 17c. Lipacis raised his price target on the shares to $16 from $13. PRICE ACTION: In morning trading, AMD jumped 6% to $14.34 per share. Over the last year, AMD shares have surged nearly 400%, as the stock was trading at $2.83 as of April 1, 2016.

AMD

AMD

$13.49

-0.16 (-1.17%)

INTC

Intel

$35.27

0.13 (0.37%)

  • 04

    Apr

  • 05

    Apr

AMD AMD
$13.49

-0.16 (-1.17%)

02/21/17
MKMP
02/21/17
INITIATION
Target $13
MKMP
Neutral
AMD assumed with a Neutral at MKM Partners
MKM Partners assumed coverage on AMD with a Neutral and a $13 price target.
02/22/17
RSBL
02/22/17
INITIATION
Target $16.5
RSBL
Buy
AMD initiated with a Buy at Rosenblatt
Rosenblatt analyst Hans Mosesmann initiated AMD with a Buy rating and $16.50 target.
03/09/17
ADAM
03/09/17
NO CHANGE
Target $17
ADAM
Buy
AMD price target raised to $17 from $14 at Canaccord
Canaccord analyst Matthew Ramsay raised his price target on AMD (AMD) to $17 from $14 following investor meetings with CEO Lisa Su. Ramsay said the company is re-emerging as a competitive second source to Intel (INTC), its gradual GPU unit share recovery should be supplemented by the Vega launch in higher value tier markets, and the company is focused on delivering a multi-generational roadmap with the customer backing and foundry partners to do so. Ramsay reiterated his Buy rating on AMD shares.
03/20/17
JEFF
03/20/17
NO CHANGE
Target $16
JEFF
Buy
Jefferies sees more share gains for AMD, ups target to $16
Jefferies analyst Mark Lipacis raised his price target for AMD (AMD) to $16 from $13 citing better visibility into the Ryzen 7 high-performance and Ryzen 5 power-performance desktop processor launch. The chipmaker closed Friday down 16c to $13.49. As AMD continues to roll out its Ryzen product offerings, incremental share gains will continue to expand in the near term, Lipacis tells investors in a research note. He believes the company's "ability to price between-the-seams" while achieving competitive performance will result in "meaningful" share gains from Intel (INTC) in the Desktop, Server, and Notebook markets starting in 2017. The analyst upped his estimates for AMD and keeps a Buy rating on the shares.
INTC Intel
$35.27

0.13 (0.37%)

03/15/17
FBCO
03/15/17
DOWNGRADE
Target $35
FBCO
Neutral
Intel downgraded to Neutral from Outperform at Credit Suisse
Credit Suisse analyst John Pitzer downgraded Intel to Neutral and lowered his price target for the shares to $35 from $45. Intel is a better company than a stock, Pitzer tells investors in a research note.
03/20/17
PIPR
03/20/17
DOWNGRADE
Target $63.54
PIPR
Neutral
Mobileye downgraded to Neutral from Overweight at Piper Jaffray
Piper Jaffray analyst Alexander Potter downgraded Mobileye (MBLY) to Neutral saying that while demanding a higher buyout price may be justified, he "begrudgingly" concluded that the price Intel (INTC) is paying for the company is fair. The analyst raised his price target for Mobileye shares to $63.54 from $60 to reflect Intel's offer.
03/20/17
03/20/17
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Pivotal Research analyst Brian Wieser downgraded Alphabet (GOOGL) to Hold from Buy citing brand safety concerns and valuation following the recent rally in the shares. News last week that Havas, the sixth largest global media network, is pulling its spending from Google's YouTube and Google Display Network in the U.K. because Google was "unable to provide specific reassurances, policy and guarantees that their video or display content is classified either quickly enough or with the correct filters" is a big deal, Wieser tells investors. 2. Canaccord analyst Lynne Collier downgraded Sonic (SONC) to Hold from Buy, citing challenging industry sales, the potential for Street estimates to be too high in the midst of soft sales, a lack of upcoming catalysts, and increasing competition from non-traditional venues such as convenience stores. 3. Piper Jaffray analyst Alexander Potter downgraded Mobileye (MBLY) to Neutral saying that while demanding a higher buyout price may be justified, he "begrudgingly" concluded that the price Intel (INTC) is paying for the company is fair. The analyst raised his price target for Mobileye shares to $63.54 from $60 to reflect Intel's offer. 4. Susquehanna analyst Sam Poser downgraded Caleres (CAL) citing the company's "disappointing" results and his belief that the company will not be able to overcome industry headwinds. 5. Goldman Sachs analyst Conor Fitzgerald downgraded Stifel Financial (SF) to Neutral from Buy while raising his price target for the shares to $59 from $58. The analyst believes LPL Financial (LPLA), a stock he upgraded this morning to Conviction Buy, offers more upside at current valuations. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

EVH

Evolent Health

$20.85

0.95 (4.77%)

, ABCO

The Advisory Board

20:41
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On The Fly: Top five weekend stock stories »

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Evolent Health

$20.85

0.95 (4.77%)

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The Advisory Board

MGI

MoneyGram

$16.66

0.03 (0.18%)

EEFT

Euronet

$83.54

0.15 (0.18%)

ZNH

China Southern Airlines

$35.13

0.99 (2.90%)

AAL

American Airlines

$41.73

0.32 (0.77%)

AMZN

Amazon.com

$845.61

-1.77 (-0.21%)

SLB

Schlumberger

$76.96

-0.71 (-0.91%)

WFT

Weatherford

$5.89

0.02 (0.34%)

DIS

Disney

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LGF.A

Lionsgate

$26.08

0.76 (3.00%)

LGF.B

Lionsgate

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0.6 (2.57%)

VIA

Viacom

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0.1 (0.23%)

VIAB

Viacom

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0.1 (0.23%)

SEDG

SolarEdge

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SIVB

SVB Financial

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YHOO

Yahoo

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GME

GameStop

$20.70

-3.26 (-13.61%)

SRG

Seritage Growth Properties

$43.51

1.25 (2.96%)

SPG

Simon Property

$167.95

0.39 (0.23%)

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SPWH

Sportsman's Warehouse

$4.64

-0.39 (-7.75%)

20:18
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GOOG

Alphabet

$814.43

-3.15 (-0.39%)

, GOOGL

Alphabet Class A

$835.14

-4.51 (-0.54%)

19:57
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GOOG

Alphabet

$814.43

-3.15 (-0.39%)

GOOGL

Alphabet Class A

$835.14

-4.51 (-0.54%)

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AMZN

Amazon.com

$845.61

-1.77 (-0.21%)

19:52
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Amazon to collect tax in Hawaii, Idaho, Maine, New Mexico, CNBC says »

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SNE

Sony

$32.21

0.43 (1.35%)

, TWX

Time Warner

$97.51

0.33 (0.34%)

19:38
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Sony 'casting wide net' in search of Lynton successor, NY Post says »

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SNE

Sony

$32.21

0.43 (1.35%)

TWX

Time Warner

$97.51

0.33 (0.34%)

FOX

21st Century Fox

$30.88

0.13 (0.42%)

FOXA

21st Century Fox

$31.52

0.19 (0.61%)

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TOSBF

Toshiba, also use TOSYY

$2.02

0.09 (4.66%)

, TOSYY

Toshiba, also use TOSBF

$12.07

0.4205 (3.61%)

19:31
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Westinghouse could seek bankruptcy filing this week, Nikkei says »

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TOSBF

Toshiba, also use TOSYY

$2.02

0.09 (4.66%)

TOSYY

Toshiba, also use TOSBF

$12.07

0.4205 (3.61%)

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RTN

Raytheon

$151.02

-2.14 (-1.40%)

, RMAX

RE/MAX Holdings

$56.75

-0.55 (-0.96%)

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Raytheon

$151.02

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RMAX

RE/MAX Holdings

$56.75

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OSK

Oshkosh

$67.85

-0.44 (-0.64%)

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GS

Goldman Sachs

$228.41

-3.49 (-1.51%)

18:35
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Goldman Sachs in early talks for Saudi equities license, Bloomberg says »

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AMZN

Amazon.com

$845.61

-1.77 (-0.21%)

18:34
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Emaar challenges Amazon pursuit of Souq.com, Bloomberg says »

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TSLA

Tesla

$263.16

8.38 (3.29%)

18:24
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FSLR

First Solar

$28.31

-0.27 (-0.94%)

18:04
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First Solar says reaches financial close for Manildra solar farm »

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FOX

21st Century Fox

$30.88

0.13 (0.42%)

, FOXA

21st Century Fox

$31.52

0.19 (0.61%)

17:59
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Hollywood studios, theater owners negotiate early release windows, WSJ says »

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FOX

21st Century Fox

$30.88

0.13 (0.42%)

FOXA

21st Century Fox

$31.52

0.19 (0.61%)

TWX

Time Warner

$97.51

0.33 (0.34%)

LGF.A

Lionsgate

$26.08

0.76 (3.00%)

LGF.B

Lionsgate

$23.93

0.6 (2.57%)

VIA

Viacom

$44.50

0.1 (0.23%)

VIAB

Viacom

$43.06

0.1 (0.23%)

SNE

Sony

$32.21

0.43 (1.35%)

DIS

Disney

$112.14

-0.1 (-0.09%)

CMCSA

Comcast

$37.38

0.16 (0.43%)

CMCSK

Comcast

AMC

AMC Entertainment

$30.85

0.65 (2.15%)

RGC

Regal Entertainment

$22.22

0.31 (1.41%)

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Trump reviews legislative agenda, Axios says »

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DIS

Disney

$112.14

-0.1 (-0.09%)

, LGF.A

Lionsgate

$26.08

0.76 (3.00%)

16:26
03/26/17
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Box Office Battle: 'Beauty And The Beast' fights off 'Power Rangers' »

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DIS

Disney

$112.14

-0.1 (-0.09%)

LGF.A

Lionsgate

$26.08

0.76 (3.00%)

LGF.B

Lionsgate

$23.93

0.6 (2.57%)

TWX

Time Warner

$97.51

0.33 (0.34%)

SNE

Sony

$32.21

0.43 (1.35%)

FOX

21st Century Fox

$30.88

0.13 (0.42%)

FOXA

21st Century Fox

$31.52

0.19 (0.61%)

CMCSA

Comcast

$37.38

0.16 (0.43%)

CMCSK

Comcast

VIA

Viacom

$44.50

0.1 (0.23%)

VIAB

Viacom

$43.06

0.1 (0.23%)

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TSLA

Tesla

$263.16

8.38 (3.29%)

15:52
03/26/17
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Tesla CEO: High performance Model 3 'probably a year from now' »

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TSLA

Tesla

$263.16

8.38 (3.29%)

15:47
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03/26
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Tesla CEO showcases 'release candidate version' of Model 3 »

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TSLA

Tesla

$263.16

8.38 (3.29%)

15:44
03/26/17
03/26
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15:44
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Tesla CEO: Minimizing configuration complexity for early Model 3 vehicles »

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TSLA

Tesla

$263.16

8.38 (3.29%)

15:42
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Tesla CEO: Next generation Roadster 'few years away' »

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AAL

American Airlines

$41.73

0.32 (0.77%)

, ZNH

China Southern Airlines

$35.13

0.99 (2.90%)

15:34
03/26/17
03/26
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15:34
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China Southern negotiating 'major strategic cooperation' with American Airlines »

China Southern Airlines…

AAL

American Airlines

$41.73

0.32 (0.77%)

ZNH

China Southern Airlines

$35.13

0.99 (2.90%)

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AMZN

Amazon.com

$845.61

-1.77 (-0.21%)

, AAPL

Apple

$140.64

-0.28 (-0.20%)

15:22
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03/26
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15:22
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Amazon explores 'ambitious collection' of retail concepts, NY Times says »

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AMZN

Amazon.com

$845.61

-1.77 (-0.21%)

AAPL

Apple

$140.64

-0.28 (-0.20%)

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MGI

MoneyGram

$16.66

0.03 (0.18%)

, EEFT

Euronet

$83.54

0.15 (0.18%)

14:39
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MoneyGram enters confidentiality agreement with Euronet »

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MoneyGram

$16.66

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EEFT

Euronet

$83.54

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BABA

Alibaba

$108.04

-0.21 (-0.19%)

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OMAM

OM Asset Management

$14.56

0.13 (0.90%)

, ODMTY

Old Mutual

14:33
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OM Asset Management says Old Mutual to sell 24.95% stake »

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OM Asset Management

$14.56

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ODMTY

Old Mutual

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CPRT

Copart

$61.32

-0.09 (-0.15%)

14:20
03/26/17
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Copart announces 2-for-1 stock split »

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BRFS

BRF S.A.

$11.41

0.03 (0.26%)

14:17
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03/26
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14:17
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BRF S.A. says takes action in response to Brazil meat scandal »

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MU

Micron

$28.43

1.96 (7.40%)

14:00
03/26/17
03/26
14:00
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14:00
Periodicals
Micron could move higher, CEO doesn't see supply glut, Barron's says »

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