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STX

Seagate

$37.97

0.08 (0.21%)

, WDC

Western Digital

$59.26

0.59 (1.01%)

06:12
10/11/16
10/11
06:12
10/11/16
06:12

Seagate upgraded to Neutral from Underweight at JPMorgan

JPMorgan analyst Rod Hall upgraded Seagate Technology (STX) to Neutral citing more stable trends in the PC market. The analyst now sees a slower decline of 10k RPM drives shipped with servers. He raised his price target for Seagate shares to $38 from $20. Hall also kept a Neutral rating on Western Digital (WDC) but raised his price target for the stock to $59 from $53.

STX

Seagate

$37.97

0.08 (0.21%)

WDC

Western Digital

$59.26

0.59 (1.01%)

  • 26

    Oct

STX Seagate
$37.97

0.08 (0.21%)

09/19/16
CHLM
09/19/16
NO CHANGE
CHLM
Craig-Hallum says to buy Western Digital, Seagate, Marvell and AMD
Craig-Hallum analyst Christian Schwab says to buy Western Digital (WDC), Seagate (STX), Marvell (MRVL), and AMD (AMD) following Intel's (INTC) raised Q3 guidance on PC strength. Schwab believes there is solid demand and a healthy pricing environment in both HDD and NAND.
09/26/16
CLVD
09/26/16
NO CHANGE
CLVD
Buy
Seagate at Cleveland Research
Cleveland Research said Seagate research remains positive with strong near-line HDD demand, stable mission critical demand, and improving mix. The firm's analyst is modeling CY17 earnings of $3.36, above consensus of $3.11, and sees near-term positive upside to revenues, margins, and earnings through at least CY16.
09/28/16
BMUR
09/28/16
NO CHANGE
Target $42
BMUR
Buy
Brean says surveillance a bigger, faster growing drive opportunity than realized
After meeting with executives from Seagate (STX) to discuss the video surveillance market, Brean Capital analyst Ananda Baruah acknowledged that he know believes the market is developing as potentially a much stronger revenue and margin opportunity for the company and peer Western Digital (WDC) than he'd realized. Video surveillance may account for at least 15%-20% of Seagate capacity shipped in 4-5 years and gross margin in the segment is currently about 200bp stronger than corporate average, said Baruah. The analyst, who estimates Seagate could ultimately generate $4.00-$6.00 in annual normalized EPS, keeps a Buy rating and $42 price target on the stock.
10/04/16
SBSH
10/04/16
NO CHANGE
Target $70
SBSH
Buy
Western Digital price target raised to $70 from $65 at Citi
Citi analyst Stanley Kovler raised his price target for Western Digital (WDC) to $70 saying he remains constructive on near-term hard-disk-drive and NAND trends heading into the Q3 earnings season. The analyst sees improved pricing in both sectors and believes the company is executing on its SanDisk integration. He keeps a Buy rating on the shares. Kovler also upped his price target for Neutral-rated Seagate (STX) to $37 from $29.
WDC Western Digital
$59.26

0.59 (1.01%)

09/29/16
LEHM
09/29/16
NO CHANGE
Target $61
LEHM
Overweight
Western Digital is a new Top Pick in IT Hardware at Barclays
Barclays analyst Mark Moskowitz recommends investors build positions in Western Digital (WDC) and named it his new Top Pick in IT Hardware, removing Apple (AAPL). Western Digital issued a positive September quarter financial update citing a favorable mix in both HDD and SSD, and particularly good pricing conditions in NAND flash, the analyst wrote. Moskowitz believes the company's commentary is positive for investor sentiment and added it to the top spot given improving end markets, reduced industry manufacturing capacity, and potential for further operational synergies. He recommends investors build or add positions in Western Digital as gross margins should trend upward in the near- to mid-term. Moskowitz rates Western Digital an Overweight with a $61 price target on shares.
10/03/16
RBCM
10/03/16
NO CHANGE
Target $65
RBCM
Outperform
Western Digital see upside to recent preannouncement at RBC Capital
RBC Capital analyst Amit Daryanani raised his September quarter and FY17 estimates ahead of Western Digital s already preannounced range and sees sustainable tailwinds across its HDD and NAND portfolio. Daryanani sees 5%-10% earnings upside versus the early positive preannouncement in early September and believes shares can continue to inflect higher through the end of CY16 from better PC + Hyperscale tailwinds driving core HDD, NAND demand uptick, acquisition cost take-out benefits, and tailwinds from lower interest expense and potential tax rate as well. The analyst rates Western Digital an Outperform and raised his price target to $65 from $60 on shares.
10/05/16
RBCM
10/05/16
NO CHANGE
RBCM
Micron report reads positively for Applied Materials, Lam, says RBC Capital
Following Micron's (MU) quarterly report and guidance, RBC Capital Amit Daryanani said he sees positive read-through from the report for Applied Materials (AMAT), Lam Research (LRCX), ASML (ASML), Western Digital (WDC) and Intel (INTC). Micron management expects capex spending of $4.8B-$5.2B for FY17, noted Daryanani, who believes continued 3D NAND spending will benefit Applied and Lam the most.

TODAY'S FREE FLY STORIES

QADB

QAD Inc

$31.80

0.05 (0.16%)

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ITIC

Investors Title Company

$199.00

3.26 (1.67%)

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09:45
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General news
Housing Market Index to be reported at 10:00 »

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CDK

CDK Global

$74.57

-1.2 (-1.58%)

09:40
01/17/18
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09:40
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09:40
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CDK Global rating change  »

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  • 30

    Jan

LQD

iShares iBoxx $ Investment Grade Corporate Bond

, FAST

Fastenal

$55.44

-0.15 (-0.27%)

09:40
01/17/18
01/17
09:40
01/17/18
09:40
Options
Unusually active option classes on open January 17th »

Unusual total active…

LQD

iShares iBoxx $ Investment Grade Corporate Bond

FAST

Fastenal

$55.44

-0.15 (-0.27%)

ROKU

Roku

$39.19

-4.19 (-9.66%)

SPX

S&P 500

BAC

Bank of America

GE

General Electric

GS

Goldman Sachs

AMAT

Applied Materials

$54.50

1.05 (1.96%)

DIA

Diamonds Fund ETF

CSX

CSX

$58.13

-1.12 (-1.89%)

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03/06/13
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  • 17

    Jan

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    Jan

  • 17

    Jan

  • 18

    Jan

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    Jan

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    Jan

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    Jan

  • 15

    Feb

  • 01

    Mar

CNTE

Contura Energy

$66.70

-0.74 (-1.10%)

09:39
01/17/18
01/17
09:39
01/17/18
09:39
Downgrade
Contura Energy rating change  »

Contura Energy downgraded…

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WEX

Wex

09:39
01/17/18
01/17
09:39
01/17/18
09:39
Recommendations
Wex analyst commentary  »

Wex price target raised…

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  • 21

    Feb

EAT

Brinker

09:38
01/17/18
01/17
09:38
01/17/18
09:38
Upgrade
Brinker rating change  »

Brinker upgraded to Mixed…

03/08/13
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03/06/13
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03/06/13
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SID

CSN

09:38
01/17/18
01/17
09:38
01/17/18
09:38
Upgrade
CSN rating change  »

CSN upgraded to Neutral…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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AMAT

Applied Materials

09:37
01/17/18
01/17
09:37
01/17/18
09:37
Technical Analysis
Technical Take: Applied Materials higher with peers »

The stock was last up…

03/08/13
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CWT

California Water Service

09:36
01/17/18
01/17
09:36
01/17/18
09:36
Downgrade
California Water Service rating change  »

Hilliard Lyons downgrades…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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TSS

TSYS

09:36
01/17/18
01/17
09:36
01/17/18
09:36
Recommendations
TSYS analyst commentary  »

TSYS price target raised…

03/08/13
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03/06/13
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  • 23

    Jan

NTRA

Natera

$9.87

-0.31 (-3.05%)

09:36
01/17/18
01/17
09:36
01/17/18
09:36
Initiation
Natera initiated  »

Natera initiated with a…

03/08/13
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BETR

Amplify Snack Brands

, HSY

Hershey

09:36
01/17/18
01/17
09:36
01/17/18
09:36
Recommendations
Amplify Snack Brands, Hershey analyst commentary  »

Amplify Snack Brands…

BETR

Amplify Snack Brands

HSY

Hershey

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09:35
01/17/18
01/17
09:35
01/17/18
09:35
General news
FX Action: The dollar »

FX Action: The dollar…

PYPL

PayPal

$80.42

-0.12 (-0.15%)

09:34
01/17/18
01/17
09:34
01/17/18
09:34
Recommendations
PayPal analyst commentary  »

PayPal price target…

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  • 08

    Mar

BBVA

Banco Bilbao

09:34
01/17/18
01/17
09:34
01/17/18
09:34
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Banco Bilbao rating change  »

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CMA

Comerica

09:33
01/17/18
01/17
09:33
01/17/18
09:33
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Comerica analyst commentary  »

Comerica price target…

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CWT

California Water Service

09:33
01/17/18
01/17
09:33
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09:33
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California Water Service rating change  »

California Water…

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ASML

ASML

$186.38

5.51 (3.05%)

09:32
01/17/18
01/17
09:32
01/17/18
09:32
Hot Stocks
ASML announces EUR 2.5B share buyback program, to boost dividend »

ASML will submit a…

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  • 17

    Jan

HAWK

Blackhawk

$45.05

8.55 (23.42%)

09:32
01/17/18
01/17
09:32
01/17/18
09:32
Recommendations
Blackhawk analyst commentary  »

Blackhawk price target…

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FCX

Freeport McMoRan

09:31
01/17/18
01/17
09:31
01/17/18
09:31
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Freeport McMoRan rating change  »

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  • 25

    Jan

ASML

ASML

$186.38

5.51 (3.05%)

09:31
01/17/18
01/17
09:31
01/17/18
09:31
Earnings
ASML sees Q1 net sales around EUR 2.2B »

For the first-quarter of…

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  • 17

    Jan

HALO

Halozyme

$19.74

-0.62 (-3.05%)

09:31
01/17/18
01/17
09:31
01/17/18
09:31
Recommendations
Halozyme analyst commentary  »

Halozyme may be pressured…

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  • 18

    Jan

FLT

FleetCor

09:30
01/17/18
01/17
09:30
01/17/18
09:30
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FleetCor analyst commentary  »

FleetCor price target…

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