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AAPL

Apple

$160.86

-0.64 (-0.40%)

, SWKS

Skyworks

$106.87

-0.32 (-0.30%)

09:15
09/13/17
09/13
09:15
09/13/17
09:15

Iphone increasing band count positive for RF suppliers, says Craig-Hallum

Craig-Hallum analyst Tony Stoss notes that there are two new bands in the Apple (AAPL) iPhone 8/8 Plus /X in comparison to the iPhone 7. The analyst believes this is a positive for RF suppliers as increasing band count requires additional RF content per phone and believes total RF content is closer to $28 in the upcoming phones up from estimate of $26 for the iPhone 7. Stoss also believes RF suppliers are set up to benefit longer term as increasing band count, new technologies such as MIMO and CA will drive increased RF content per smartphone. The analyst reiterates a Buy rating on Skyworks (SWKS), Qorvo (QRVO) and Broadcom (AVGO).

AAPL

Apple

$160.86

-0.64 (-0.40%)

SWKS

Skyworks

$106.87

-0.32 (-0.30%)

QRVO

Qorvo

$72.95

0.32 (0.44%)

AVGO

Broadcom

$247.14

-0.6 (-0.24%)

  • 05

    Oct

AAPL Apple
$160.86

-0.64 (-0.40%)

09/13/17
STFL
09/13/17
NO CHANGE
STFL
Buy
3D Sensing applications 'front and center' at Apple launch, says Stifel
Stifel analyst Patrick Newton noted that VCSEL enabled applications were "front and center" during Apple's (AAPL) iPhone X launch event. While there was no explicit mention that there are two VCSEL arrays in the front-facing camera, he remains confident this is the case, adding that the later than expected November 3 shipment date should not materially impact Lumentum's ability to meet its target of over $200M in VCSEL orders in 2017. Newton, who continues to model 80% share for Lumentum's in the initial VCSEL ramp, keeps a Buy rating on the stock.
09/13/17
CHLM
09/13/17
NO CHANGE
CHLM
Buy
STMicroelectronics may be supplying iPhone facial recognition, says Craig-Hallum
Craig-Hallum analyst Tony Stoss notes that as he expected, Apple (AAPL) highlighted the new facial recognition capabilities of the iPhone X as the key upgrade for the new phone, and believes that STMicroelectronics (STM) is supplying the majority of the hardware components to make Apple's facial recognition solution work and perform significantly better than current solutions from other smartphone OEMs. Stoss thinks the iPhone X model phone will be over 50% of new iPhone sales given the significant upgrades versus the iPhone 8/8 Plus, and argues that Apple's use of facial recognition will push other smartphone OEMs to adopt similar advanced facial recognition technology, with STMicroelectronics benefiting as a result. The analyst reiterates a Buy rating on STMicroelectronics shares.
09/13/17
COWN
09/13/17
NO CHANGE
COWN
Apple supply chain read-through indicates unit growth in Q4, says Cowen
Cowen analyst Karl Ackerman said Apple's (AAPL) presentation was largely in line with expectations, but his supply chain work indicates a significant increase in iPhone X units for the December quarter. Based on his checks, companies with the most "interesting" read-through include Micron (MU), Teradyne (TER), Broadcom (AVGO), Qorvo (QRVO), Skyworks, (SWKS), and Universal Display (OLED), he tells investors.
09/13/17
CHLM
09/13/17
NO CHANGE
CHLM
Buy
Integrated Device to benefit from iPhone wireless charging, says Craig-Hallum
Craig-Hallum analyst Tony Stoss believes Integrated Device (IDTI) is positioned to benefit as the new Apple (AAPL) iPhone 8/8 Plus/X now all include Qi-based Wireless Charging and will be using at the launch WC pads from both Belkin and Mophie. While Integrated Device's wireless charging chip is not in the next generation iPhones, the analyst thinks its chip is included in both the Belkin and Mophie wireless charging pads. Stoss reiterates a Buy rating on Integrated Device's shares.
SWKS Skyworks
$106.87

-0.32 (-0.30%)

09/12/17
JPMS
09/12/17
NO CHANGE
JPMS
JPMorgan lays out iPhone content winners and losers into launch event
JPMorgan analyst Harlan Sur believes Apple's (AAPL) launch event today will be positive for Broadcom (AVGO) and Qorvo (QRVO) as well as Micron (MU) and Intel (INTC). The analyst sees content gains by Broadcom in wireless charging, touch controller, Wi-Fi/Bluetooth and GPS connectivity, and by Qorvo in low band power amplifier duplexers share and antenna tuning. Other companies with significant Apple exposure that would benefit from increased unit sales and/or modest content gains include Intel, Skyworks (SWKS), Knowles (KN), Micron, Cypress Semiconductor (CY), NXP Semiconductors (NXPI) and Texas Instruments (TXN), Sur tells investors in a research note. The analyst sees Analog Devices' (ADI) blended content at Apple declining as he believes the company will not be the touch controller for the OLED-version of the iPhone.
09/06/17
NOMU
09/06/17
INITIATION
Target $115
NOMU
Buy
Skyworks initiated with a Buy at Nomura Instinet
Nomura Instinet analyst Krysten Sciacca started Skyworks with a Buy rating and $115 price target. The analyst views the iPhone 8 launch as a catalyst in the second half of 2017 and thinks the stock at current levels underappreciates the company's longer term growth prospects.
09/13/17
KEYB
09/13/17
NO CHANGE
KEYB
Apple new iPhone 8/X launch largely in-line with expectations, says KeyBanc
KeyBanc analyst John Vinh says that the incremental features and enhancements associated with the new Apple (AAPL) iPhones announced are largely in-line with expectations. The analyst points out that Apple announced three new phones, with key features including facial identification, removal of the home button on the iPhone X, wireless charging, and fast charging. Vihn sees the new phone launch as most positive for Broadcom (AVGO), Cypress Semiconductor (CY), Integrated Device (IDTI), and Skyworks (SWKS).
QRVO Qorvo
$72.95

0.32 (0.44%)

09/05/17
NOMU
09/05/17
INITIATION
Target $75
NOMU
Neutral
Qorvo initiated with a Neutral at Nomura Instinet
Krysten Sciacca initiated Qorvo with a Neutral and a $75 price target due to recent execution issues.
09/06/17
NOMU
09/06/17
INITIATION
Target $75
NOMU
Neutral
Qorvo initiated with a Neutral at Nomura Instinet
Nomura Instinet analyst Krysten Sciacca started Qorvo with a Neutral rating and $75 price target. The analyst says the company's "mixed" track record on execution keeps her on the sidelines.
AVGO Broadcom
$247.14

-0.6 (-0.24%)

09/13/17
FBCO
09/13/17
NO CHANGE
FBCO
Apple launch mostly as expected, says Credit Suisse
Credit Suisse analyst John Pitzer notes that Apple (AAPL) has announced four product updates largely in-line with expectations, and points out that semi companies in his coverage universe with exposure to Apple include Broadcom (AVGO), Micron (MU) and Texas Instruments (TXN).

TODAY'S FREE FLY STORIES

TGNA

Tegna

$12.38

0.14 (1.14%)

16:54
09/19/17
09/19
16:54
09/19/17
16:54
Hot Stocks
Tegna board authorizes new $300M share repurchase program »

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  • 27

    Sep

ADBE

Adobe

$156.60

0.83 (0.53%)

16:51
09/19/17
09/19
16:51
09/19/17
16:51
Technical Analysis
Technical View: Adobe slips after earnings and outlook »

In the extended session…

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  • 19

    Sep

  • 22

    Oct

BBBY

Bed Bath & Beyond

$27.03

-0.27 (-0.99%)

16:50
09/19/17
09/19
16:50
09/19/17
16:50
Technical Analysis
Technical View: Bed Bath & Beyond tumbles after earnings miss expectations »

The stock was last down…

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  • 19

    Sep

ADBE

Adobe

$156.60

0.83 (0.53%)

16:48
09/19/17
09/19
16:48
09/19/17
16:48
Earnings
Adobe sees Q4 adjusted EPS of about $1.15, consensus $1.10 »

Sees Q4 revenue about…

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  • 19

    Sep

  • 22

    Oct

VNO

Vornado

$73.37

-1.19 (-1.60%)

16:48
09/19/17
09/19
16:48
09/19/17
16:48
Hot Stocks
Vornado provides information regarding its investment in Toys 'R Us »

Vornado announced that…

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ORIG

Ocean Rig UDW

$0.16

-0.0083 (-4.90%)

16:47
09/19/17
09/19
16:47
09/19/17
16:47
Hot Stocks
Ocean Rig UDW announces 1-for-9,200 reverse stock split »

Ocean Rig UDW announced…

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AXAR

Axar Acquisition Corp

16:45
09/19/17
09/19
16:45
09/19/17
16:45
Hot Stocks
Axar Acquisition announces redemption of outstanding shares and dissolution »

Axar Acquisition…

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BBBY

Bed Bath & Beyond

$27.03

-0.27 (-0.99%)

16:44
09/19/17
09/19
16:44
09/19/17
16:44
Hot Stocks
Breaking Hot Stocks news story on Bed Bath & Beyond »

Bed Bath & Beyond…

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  • 19

    Sep

BBU

Brookfield Business Partners

$31.08

0.08 (0.26%)

, BAM

Brookfield

$40.14

0.02 (0.05%)

16:40
09/19/17
09/19
16:40
09/19/17
16:40
Syndicate
Brookfield Business Partners announces $600M equity offering »

Brookfield Business…

BBU

Brookfield Business Partners

$31.08

0.08 (0.26%)

BAM

Brookfield

$40.14

0.02 (0.05%)

03/08/13
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MXWL

Maxwell

$6.29

-0.24 (-3.68%)

16:40
09/19/17
09/19
16:40
09/19/17
16:40
Syndicate
Maxwell files to sell $50M of convertible senior notes due 2022 »

Maxwell Technologies…

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IOVA

Iovance Biotherapeutics

$8.55

0.3 (3.64%)

16:38
09/19/17
09/19
16:38
09/19/17
16:38
Syndicate
Iovance Biotherapeutics files to sell $50M of common stock »

Jefferies and Wells…

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  • 25

    Sep

FB

Facebook

$172.52

2.51 (1.48%)

16:37
09/19/17
09/19
16:37
09/19/17
16:37
Periodicals
Facebook public hearing will happen according to Senator Burr, Bloomberg says »

According to Bloomberg,…

03/08/13
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  • 22

    Oct

ELS

Equity Lifestyle

$87.87

-0.23 (-0.26%)

16:35
09/19/17
09/19
16:35
09/19/17
16:35
Hot Stocks
Equity Lifestyle provides update on Hurricane Irma impact, reaffirms guidance »

Equity LifeStyle…

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  • 17

    Oct

  • 30

    Jan

BBBY

Bed Bath & Beyond

$27.03

-0.27 (-0.99%)

16:35
09/19/17
09/19
16:35
09/19/17
16:35
Hot Stocks
Breaking Hot Stocks news story on Bed Bath & Beyond »

Bed Bath & Beyond…

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  • 19

    Sep

MXWL

Maxwell

$6.29

-0.24 (-3.68%)

16:34
09/19/17
09/19
16:34
09/19/17
16:34
Hot Stocks
Maxwell enters into Amended and Restated Agreement with Viex »

Maxwell Technologies…

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MRCY

Mercury Systems

$48.29

0.84 (1.77%)

16:33
09/19/17
09/19
16:33
09/19/17
16:33
Hot Stocks
Mercury Systems receives $3.8M order for advanced electronic warfare application »

Mercury Systems announced…

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HF

HFF Inc.

$37.12

0.12 (0.32%)

16:30
09/19/17
09/19
16:30
09/19/17
16:30
Hot Stocks
HFF Inc. announces sale of office in Raleigh-Durham, NC for $105.5M »

Holliday Fenoglio Fowler…

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16:30
09/19/17
09/19
16:30
09/19/17
16:30
Options
Preliminary option volume of 13.8M today »

Preliminary option volume…

RYAM

Rayonier Advanced Materials

16:30
09/19/17
09/19
16:30
09/19/17
16:30
Hot Stocks
Rayonier Advanced Materials estimates impact from Hurricane Irma »

Rayonier Advanced…

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ALOG

Analogic

$75.95

-1.35 (-1.75%)

16:28
09/19/17
09/19
16:28
09/19/17
16:28
Earnings
Analogic sees FY18 EPS $2.70 to $2.90, two estimates consensus $2.80 »

Sees FY18 revenue…

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  • 19

    Sep

AMZN

Amazon.com

$969.86

-4.33 (-0.44%)

, TMUS

T-Mobile

$65.42

3.62 (5.86%)

16:28
09/19/17
09/19
16:28
09/19/17
16:28
General news
On The Fly: Top stock stories for Tuesday »

Stocks searched for a…

AMZN

Amazon.com

$969.86

-4.33 (-0.44%)

TMUS

T-Mobile

$65.42

3.62 (5.86%)

S

Sprint

$8.20

0.52 (6.77%)

VZ

Verizon

$49.34

1.25 (2.60%)

SFTBF

SoftBank

$82.75

4.45 (5.68%)

DTEGY

Deutsche Telekom

$18.75

0.68 (3.76%)

BOBE

Bob Evans

$77.41

4.48 (6.14%)

POST

Post Holdings

$86.36

0.52 (0.61%)

RAD

Rite Aid

$2.40

-0.33 (-12.09%)

WBA

Walgreens Boots Alliance

$81.21

-1.39 (-1.68%)

KSS

Kohl's

$45.38

0.49 (1.09%)

AZO

AutoZone

$535.19

-28.21 (-5.01%)

SNCR

Synchronoss

$9.82

-6.93 (-41.37%)

REV

Revlon

$17.05

1.05 (6.56%)

BBY

Best Buy

$52.76

-4.59 (-8.00%)

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  • 19

    Sep

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  • 19

    Sep

  • 21

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    Sep

  • 27

    Sep

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    Sep

  • 02

    Oct

  • 19

    Oct

  • 22

    Oct

  • 30

    Oct

  • 09

    Nov

  • 16

    May

FDX

FedEx

$216.00

0.92 (0.43%)

16:26
09/19/17
09/19
16:26
09/19/17
16:26
Earnings
FedEx sees FY18 ex-items EPS $12.00-$12.80, consensus $13.38 »

The company is lowering…

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  • 19

    Sep

  • 21

    Sep

  • 25

    Sep

CSTM

Constellium

$10.00

0.4 (4.17%)

16:26
09/19/17
09/19
16:26
09/19/17
16:26
Hot Stocks
Constellium signs contract with Pilatus to support jet aircraft program »

Constellium announced…

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  • 19

    Sep

  • 02

    Oct

GEMP

Gemphire Therapeutics

$9.65

0.54 (5.93%)

16:25
09/19/17
09/19
16:25
09/19/17
16:25
Conference/Events
Gemphire Therapeutics to hold a conference call »

Management discusses…

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  • 19

    Sep

  • 25

    Sep

SERV

ServiceMaster

$47.06

0.1 (0.21%)

16:23
09/19/17
09/19
16:23
09/19/17
16:23
Initiation
ServiceMaster initiated  »

ServiceMaster initiated…

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