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SWKS

Skyworks

$96.74

1.93 (2.04%)

, AVGO

Broadcom

$214.77

3.84 (1.82%)

16:30
03/01/17
03/01
16:30
03/01/17
16:30

Apple supplier Cirrus Logic up 0.4%, Skyworks flat after Broadcom Q1 report

SWKS

Skyworks

$96.74

1.93 (2.04%)

AVGO

Broadcom

$214.77

3.84 (1.82%)

CRUS

Cirrus Logic

$54.26

0.18 (0.33%)

AAPL

Apple

$139.78

2.785 (2.03%)

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SWKS Skyworks
$96.74

1.93 (2.04%)

01/20/17
SPHN
01/20/17
NO CHANGE
Target $100
SPHN
Overweight
Skyworks price target raised to $100 from $90 at Stephens
Stephens analyst Harsh Kumar raised his price target for Skyworks to $100 from $90 following "solid" quarter results. The analyst believes the trends in the RF space remain favorable as the company is not seeing excess inventory at this time, and notes that the company expects a strong 2H17 as it continues to accelerate its design win traction and expand its product offering. He reiterates an Overweight rating on the shares given the "strong growth opportunity" mixed with margin expansion.
02/27/17
SBSH
02/27/17
NO CHANGE
Target $60
SBSH
Neutral
Qorvo added to Catalyst Watch list at Citi
Citi analyst Atif Malik added shares of Qorvo (QRVO) to his firm's Catalyst Watch list ahead of next week's Mobile World Congress in Barcelona. On average, Qorvo underperforms Skyworks (SWKS) heading into Mobile World and outperforms through the September iPhone launch, Malik tells investors in a research note. The analyst keeps a Neutral rating on Qorvo with a $60 price target.
02/01/17
02/01/17
NO CHANGE

Pacific Crest identifies chip names with positive read throughs from Apple
Pacific Crest says that the following semiconductor companies have "modest" positive read throughs from Apple's (AAPL) results: Analog Devices (ADI), Broadcom (AVGO), Cirrus Logic (CRUS), ON Semiconductor (ON), Qualcomm (QCOM), Qorvo (QRVO), Skyworks(SWKS), Synaptics (SYNA), TSMC (TSM) and Texas Instruments (TXN). The firm identifies Broadcom as its favorite name in the group and recommends buying the stock.
02/01/17
OPCO
02/01/17
NO CHANGE
OPCO
Apple guidance better than feared for supply chain, says Oppenheimer
Oppenheimer analyst Rick Schafer notes that Apple (AAPL) reported Q1 revenue above consensus but announced Q2 guidance slightly below the Street's forecast. However, the analyst believes the company's outlook may prove better than feared for the Apple supply chain. Schafer's top three picks in the Apple supply chain remain content-driven growth stories Broadcom (AVGO), Skyworks (SWKS) and Cirrus Logic (CRUS).
AVGO Broadcom
$214.77

3.84 (1.82%)

02/28/17
OPCO
02/28/17
NO CHANGE
Target $240
OPCO
Outperform
Broadcom price target raised to $240 from $215 at Oppenheimer
Oppenheimer analyst Rick Schafer raised his price target for Broadcom to $240 from $215 ahead of what he anticipates will be a beat and raise Q4. The analyst continues to like Broadcom's dominant/diversified semis portfolio and significant free cash flow potential. He reiterates an Outperform rating on the shares.
02/27/17
KEYB
02/27/17
NO CHANGE
KEYB
Broadcom should be bought ahead of Q1 results, says KeyBanc
KeyBanc expects Broadcom to report in-line Q1 revenue and slightly higher than expected EPS. The firm thinks that 2H17 iPhone content gains, along with the company's new Purley products and multiple expansion, can push the stock higher. He recommends buying the shares ahead of the Q1 results.
02/27/17
RBCM
02/27/17
NO CHANGE
RBCM
Broadcom results, guidance should beat expectations, says RBC Capital
RBC Capital analyst Amit Daryanani says that Broadcom's January quarter results and its April quarter guidance should beat expectations. The analyst expects the company's wireless communications business to be more stable than investors expect, driven by strong iPhone sales, and he thinks that the growth of the company's wired business will be in the mid single percentage digits in fiscal 2017, coming in above Street expectations. The analyst keeps a $230 price target and a Top Pick rating on the stock.
02/27/17
LOOP
02/27/17
NO CHANGE
Target $244
LOOP
Buy
Broadcom price target raised to $244 from $211 at Loop Capital
Loop Capital analyst Betsy Van Hees raised her price target for Broadcom to $244 ahead of the company's Q1 results on Wednesday, March 1. Strength in Enterprise Storage should drive another beat and raise quarter, Van Hees tells investors in a pre-earnings research note. She recommends investors continue to add to positions and keeps a Buy rating on Broadcom.
CRUS Cirrus Logic
$54.26

0.18 (0.33%)

02/02/17
OPCO
02/02/17
NO CHANGE
Target $70
OPCO
Outperform
Cirrus Logic price target raised to $70 from $65 at Oppenheimer
Oppenheimer analyst Rick Schafer raised his price target for Cirrus Logic (CRUS) to $70 from $65 after the company reported Q3 results easily ahead of the Street's estimates on well-documented, better than feared Apple's (AAPL) iPhone shipments. The analyst believes the softer topline near-term reflects Samsung's (SSNLF) decision to opt for a lower-end smart codec in the GS8. Additionally, Schafer notes that the March guide, while lower than consensus, still implies 38% year over year growth. He remains a buyer and reiterates an Outperform rating on Cirrus Logic's shares.
02/02/17
NEED
02/02/17
NO CHANGE
Target $70
NEED
Buy
Cirrus Logic price target raised to $70 from $65 at Needham
Needham analyst Rajvindra Gill raised his price target for Cirrus Logic (CRUS) to $70 from $65 after the company posted "solid results." The analyst says he does not expect dollar content gains at Apple (AAPL) this year, and hence expects the Apple business to be primarily be driven by higher sell through units, which could provide upside to the guidance range. Gill reiterates a Buy rating on Cirrus Logic's shares and says he would be a buyer on weakness.
02/21/17
MKMP
02/21/17
INITIATION
Target $65
MKMP
Buy
Cirrus Logic initiated with a Buy at MKM Partners
MKM Partners initiated Cirrus Logic with a Buy and a $65 price target.
03/01/17
OPCO
03/01/17
DOWNGRADE
OPCO
Perform
Cirrus Logic downgraded to Perform from Outperform at Oppenheimer
Oppenheimer analyst Rick Schafer downgraded Cirrus Logic (CRUS) to Perform saying he sees no obvious upside earnings catalysts to drive shares in the near-term. The analyst expects the company's "content story" with premium smartphone makers to take a pause in 2017 amid "stalling content" at Apple (AAPL).
AAPL Apple
$139.78

2.785 (2.03%)

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.
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.
03/01/17
BTIG
03/01/17
NO CHANGE
Target $165
BTIG
Buy
Apple price target raised to $165 from $133 at BTIG
BTIG analyst Walter Piecyk raised his price target for Apple shares to $165 from $133 after introducing his 2018 estimates for the company. The iPhone maker closed yesterday up 6c to $136.99. Apple's price-to-earnings multiple can "creep even" higher if management delivers on mid-single digit revenue growth, Piecyk tells investors in a research note. Outside of research notes on valuation concerns, the analyst sees no catalysts derailing the recent rally in the stock. His fiscal year 2018 revenue estimate of $241B implies 6.6% growth over 2017. Piecyk keeps a Buy rating on Apple.

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SPN

Superior Energy

$8.81

-0.14 (-1.56%)

21:18
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MDT

Medtronic

$78.90

-0.59 (-0.74%)

, LOW

Lowe's

$81.46

1.24 (1.55%)

20:25
11/20/17
11/20
20:25
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20:25
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

MDT

Medtronic

$78.90

-0.59 (-0.74%)

LOW

Lowe's

$81.46

1.24 (1.55%)

ADI

Analog Devices

$93.07

2.65 (2.93%)

DLTR

Dollar Tree

$97.11

2.5 (2.64%)

HRL

Hormel Foods

$33.40

0.28 (0.85%)

CPB

Campbell Soup

$49.93

0.21 (0.42%)

BURL

Burlington Stores

$106.55

1.82 (1.74%)

SIG

Signet Jewelers

$75.84

-0.74 (-0.97%)

DSW

DSW

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0.38 (1.72%)

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CCLP

CSI Compressco

$5.28

-0.16 (-2.94%)

19:32
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CSI Compressco names Owen Serjeant president »

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AMAT

Applied Materials

$57.62

1.13 (2.00%)

, AAPL

Apple

$169.98

-0.17 (-0.10%)

19:04
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19:04
Periodicals
Applied Materials expected to purchase former Apple complex, Mercury News says »

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Applied Materials

$57.62

1.13 (2.00%)

AAPL

Apple

$169.98

-0.17 (-0.10%)

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FOX

21st Century Fox

$29.90

-0.58 (-1.90%)

, FOXA

21st Century Fox

$30.66

-0.49 (-1.57%)

18:21
11/20/17
11/20
18:21
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18:21
Periodicals
Fox reaches $90M settlement over sexual harassment scandal, Reuters says »

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21st Century Fox

$29.90

-0.58 (-1.90%)

FOXA

21st Century Fox

$30.66

-0.49 (-1.57%)

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BABA

Alibaba

$188.00

2.87 (1.55%)

18:19
11/20/17
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18:19
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Muddy Waters says Alibaba numbers 'obviously fake' »

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PANW

Palo Alto Networks

$142.53

-0.19 (-0.13%)

, CHKP

Check Point

$102.98

0.83 (0.81%)

18:15
11/20/17
11/20
18:15
11/20/17
18:15
Recommendations
Palo Alto Networks, Check Point, Fortinet analyst commentary at JPMorgan »

Palo Alto quarter…

PANW

Palo Alto Networks

$142.53

-0.19 (-0.13%)

CHKP

Check Point

$102.98

0.83 (0.81%)

FTNT

Fortinet

$40.77

0.46 (1.14%)

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AMZN

Amazon.com

$1,126.31

-3.57 (-0.32%)

18:14
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Amazon announces cloud software for U.S spy agencies AWS Secret Region »

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BIVV

Bioverativ

$50.76

-5.35 (-9.53%)

, RHHBY

Roche

$30.82

1.72 (5.91%)

18:08
11/20/17
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18:08
Recommendations
Deutsche cuts Bioverativ target to $53 after positive Roche data »

Deutsche Bank analyst…

BIVV

Bioverativ

$50.76

-5.35 (-9.53%)

RHHBY

Roche

$30.82

1.72 (5.91%)

SHPG

Shire

$141.37

-6 (-4.07%)

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CUBI

Customers Bancorp

$27.04

0.28 (1.05%)

18:04
11/20/17
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Customers Bancorp: Flagship could raise capital in IPO transaction in 1H18 »

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T

AT&T

$34.64

0.13 (0.38%)

, TWX

Time Warner

$87.71

-1.01 (-1.14%)

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AT&T CEO says has offered DOJ solutions that were not accepted »

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NGD

New Gold

$3.21

-0.02 (-0.62%)

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New Gold announces sale of Peak Mines for $58M »

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IMI

Intermolecular

$1.31

0.1 (8.26%)

18:01
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Intermolecular partners with SITRI to develop MtM technologies »

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CMCSA

Comcast

$35.83

-0.33 (-0.91%)

18:00
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Initiation
Comcast initiated at Buckingham »

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MLNX

Mellanox

$51.05

1 (2.00%)

17:59
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Mellanox up nearly 6% after Starboard discloses a 9.8% stake in the company »

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PLNT

Planet Fitness

$30.15

0.07 (0.23%)

17:58
11/20/17
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17:58
Initiation
Planet Fitness initiated at DA Davidson »

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TER

Teradyne

$44.43

0.86 (1.97%)

17:57
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17:57
Downgrade
Teradyne rating change at Deutsche Bank »

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CBS

CBS

$55.93

-0.81 (-1.43%)

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Periodicals
CBS News suspends Charlie Rose following sexual harassment claims, AP says 

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CBS

CBS

$55.93

-0.81 (-1.43%)

17:55
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Eight women accuse Charlie Rose of sexual harassment, Washington Post says »

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MLNX

Mellanox

$51.05

1 (2.00%)

, MRVL

Marvell

$21.59

1.3 (6.41%)

17:53
11/20/17
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17:53
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17:53
Hot Stocks
Starboard Value reports 9.8% stake in Mellanox, may seek talks »

Peter A. Feld, a…

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Mellanox

$51.05

1 (2.00%)

MRVL

Marvell

$21.59

1.3 (6.41%)

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CDXS

Codexis

17:46
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Breaking Hot Stocks news story on Codexis »

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T

AT&T

$34.64

0.13 (0.38%)

, TWX

Time Warner

$87.71

-1.01 (-1.14%)

17:45
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11/20
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17:45
Hot Stocks
AT&T CEO says giving up control of CNN is a 'non-starter' »

Says plenty of solutions…

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$34.64

0.13 (0.38%)

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Time Warner

$87.71

-1.01 (-1.14%)

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  • 29

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BBY

Best Buy

$56.35

0.52 (0.93%)

17:45
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Conference/Events
Best Buy management to meet with SunTrust »

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T

AT&T

$34.64

0.13 (0.38%)

, TWX

Time Warner

$87.71

-1.01 (-1.14%)

17:43
11/20/17
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17:43
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17:43
Hot Stocks
AT&T CEO says DOJ suit 'defies logic' »

Says has offered…

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AT&T

$34.64

0.13 (0.38%)

TWX

Time Warner

$87.71

-1.01 (-1.14%)

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RELY

Real Industry

$0.52

0.1643 (45.92%)

17:38
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Real Industry, Real Alloy receive court approval of 'first day' motions »

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