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HIMX

Himax

$8.03

-0.11 (-1.35%)

, AMKR

Amkor Technology

$11.10

-0.31 (-2.72%)

04:55
06/13/17
06/13
04:55
06/13/17
04:55

Credit Suisse to hold a conference

Semiconductor Supply Chain Conference is being held in Boston on June 12-13.

HIMX

Himax

$8.03

-0.11 (-1.35%)

AMKR

Amkor Technology

$11.10

-0.31 (-2.72%)

MKSI

MKS Instruments

$76.60

-5.1 (-6.24%)

PDFS

PDF Solutions

$17.04

-0.06 (-0.35%)

NATI

National Instruments

$38.67

-1.03 (-2.59%)

BRKS

Brooks Automation

$26.51

-0.54 (-2.00%)

  • 14

    Jun

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    Jun

HIMX Himax
$8.03

-0.11 (-1.35%)

05/11/17
LSCM
05/11/17
DOWNGRADE
LSCM
Hold
Himax downgraded to Hold from Buy at Lake Street
04/17/17
MACQ
04/17/17
INITIATION
Target $40
MACQ
Outperform
Himax initiated with an Outperform at Macquarie
Macquarie analyst Lynn Luo initiated Himax with an Outperform and a $40 price target saying the company is well positioned to ride on the 3D sensing trend with capability in both components and total solutions. Luo forecasts Himax's revenue will grow 7%/26% in 2017/18, and with margin expansion in 3D sensing, she estimates Himax's earnings will grow 32%/55% in 2017/18.
04/17/17
04/17/17
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. ProPetro Holding (PUMP) initiated with a Buy at Tudor Pickering. 2. Canadian Solar (CSIQ) initiated with a Buy at Axiom. 3. Bright Horizons (BFAM) assumed with an Outperform at Credit Suisse. 4. Sientra (SIEN) initiated with a Buy at Lake Street. 5. Himax (HIMX) initiated with an Outperform at Macquarie. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
04/17/17
MACQ
04/17/17
INITIATION
Target $40
MACQ
Outperform
Himax initiated with an Outperform at Macquarie
Macquarie analyst Lynn Luo initiated Himax with an Outperform and a $40 price target saying the company is well positioned to ride on the 3D sensing trend with capability in both components and total solutions. Luo forecasts Himax's revenue will grow 7%/26% in 2017/18, and with margin expansion in 3D sensing, she estimates Himax's earnings will grow 32%/55% in 2017/18.
AMKR Amkor Technology
$11.10

-0.31 (-2.72%)

MKSI MKS Instruments
$76.60

-5.1 (-6.24%)

01/24/17
DOTC
01/24/17
UPGRADE
DOTC
Buy
MKS Instruments upgraded to Buy from Neutral at Dougherty
10/12/16
SBSH
10/12/16
INITIATION
Target $59
SBSH
Buy
MKS Instruments initiated with a Buy at Citi
Citi analyst Amanda Scarnati started MKS Instruments with a Buy rating and $59 price target. The analyst sees further share upside as MKS starts achieving targets related to the Newport acquisition.
10/12/16
PACS
10/12/16
NO CHANGE
Target $59
PACS
Overweight
MKS Instruments price target raised to $59 from $51 at Pacific Crest
Pacific Crest analyst Weston Twigg raised his price target for MKS Instruments (MKSI) to $59 saying the acquisition of Newport offers earnings leverage and growth potential beyond semiconductors. The company should grow faster than most semiconductor equipment companies if the semiconductor side slows down, Twigg tells investors in a research note. He sees "a lot to like here" and keeps an Overweight rating on the shares. Citi this morning initiated MKS with a Buy rating.
10/12/16
PACS
10/12/16
DOWNGRADE
PACS
Sector Weight
Nanometrics, Lam Research downgraded to Sector Weight at Pacific Crest
Pacific Crest analyst Weston Twigg downgraded both Nanometrics (NANO) and Lam Research (LRCX) to Sector Weight from Overweight saying 3D NAND equipment demand is likely to peak in 2017. The analyst expects order declines and limited demand growth for semiconductor equipment names, which he sees limiting share upside. Twigg keeps Overweight ratings on Applied Materials (AMAT), MKS Instruments (MKSI) and Entegris (ENTG) for their longer term potential.
PDFS PDF Solutions
$17.04

-0.06 (-0.35%)

04/28/17
NORL
04/28/17
DOWNGRADE
Target $22
NORL
Market Perform
PDF Solutions downgraded to Market Perform from Outperform at Northland
Northland downgraded PDF Solutions to Market Perform from Outperform saying the Q1 report was below expectations and guided Gainshare revenue lower. Analyst Tom Sepenzis lowered his price target to $22 from $28.
04/28/17
DADA
04/28/17
NO CHANGE
DADA
PDF Solutions should be bought on weakness, says DA Davidson
After PDF reported weaker than expected results, DA Davidson analyst Thomas Diffely says that the company's results have always been lumpy. The analyst continues to be upbeat about the company's longer term outlook ,citing what he sees as its strong outlook in China, its diversifying customer base and "a game changing move into the Design-for-Inspection e-beam tool market." The analyst recommends buying the stock on weakness.
10/13/16
DADA
10/13/16
NO CHANGE
DADA
PDF Solutions price target raised to $30 from $20 at DA Davidson
DA Davidson analyst Thomas Diffely says that several positive catalysts have emerged for PDF, including a modest recovery in its Gainshare business, increasing demand in China, "and accelerating interest in the company's new e-beam tool." Diffely expects the company to generate 50%-100% growth over the next few years. He reiterates a Buy rating on the shares.
01/03/17
DADA
01/03/17
NO CHANGE
DADA
PDF Solutions named top pick at DA Davidson
DA Davidson analyst Thomas Diffely expects PDF Solutions to benefit from the strong growth of the China chip market and the rapid expansion of the e-beam tool segment going forward. He reiterates a $30 price target and a Buy rating on the stock.
NATI National Instruments
$38.67

-1.03 (-2.59%)

05/16/17
DBAB
05/16/17
INITIATION
Target $34
DBAB
Hold
National Instruments initiated with a Hold at Deutsche Bank
Deutsche Bank analyst Vijay Bhagavath started National Instruments with a Hold rating and $34 price target.
12/22/16
12/22/16
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Micron (MU) was upgraded to Buy from Hold at Cross Research, to Buy from Underperform at Needham, and to Buy from Hold at Summit Redstone. 2. Sunoco (SUN) upgraded to Outperform from Market Perform at FBR Capital with analyst Robert Balsamo saying the credit facility amendments announced reduce the need for a distribution cut. The analyst has a $32 price target for the shares. 3. National Instruments (NATI) upgraded to Outperform from Neutral at Baird with analyst Richard Eastman saying he sees the potential for accelerating revenue growth over the next few years combined with more determined focus to deliver operating leverage. 4. Merus (MRUS) upgraded to Buy from Neutral at Citi with analyst Yigal Nochomovitz saying the Incyte (INCY) collaboration deal has "very favorable" terms. 5. Sucampo (SCMP) upgraded to Buy from Neutral at Mizuho with the firm citing the sell-off in shares post the $260M convertible raise. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
12/22/16
BARD
12/22/16
UPGRADE
Target $35
BARD
Outperform
National Instruments upgraded to Outperform at Baird
As previously reported, Baird analyst Richard Eastman upgraded National Instruments to Outperform from Neutral. The analyst sees the potential for accelerating revenue growth over the next few years combined with more determined focus to deliver operating leverage. Eastman raised his price target to $35 from $32 on National Instrument shares.
12/22/16
BARD
12/22/16
UPGRADE
BARD
Outperform
National Instruments upgraded to Outperform from Neutral at Baird
BRKS Brooks Automation
$26.51

-0.54 (-2.00%)

05/01/17
FBCO
05/01/17
NO CHANGE
Target $25.5
FBCO
Neutral
Brooks Automation price target raised to $25.50 from $19 at Credit Suisse
Credit Suisse analyst Farhan Ahmad raised his price target for Brooks Automation to $25.50 from $19 after the company reported Q2, and guided Q3 above estimates. The analyst reiterates a Neutral rating on the shares.
01/09/17
01/09/17
UPGRADE
Target $17

Neutral
Brooks Automation upgraded to Neutral on growth leverage at Credit Suisse
As previously reported, Credit Suisse upgraded Brooks Automation to Neutral from Underperform and increased its price target to $17 from $13. Analyst Farhan Ahmad said semiconductor capex is stronger than previously expected and the Lifesciences business is attracting interest from investors looking to play secular growth in Genomics.
01/09/17
FBCO
01/09/17
UPGRADE
FBCO
Neutral
Brooks Automation upgraded to Neutral from Underperform at Credit Suisse
01/09/17
FBCO
01/09/17
NO CHANGE
FBCO
Credit Suisse sees continued Semi upside, lays out top 2017 picks
Credit Suisse analyst John Pitzer says that despite outperforming in three of the last four years, shares of Semiconductor companies have more upside. Increasing barriers to entry coupled with slowing supply growth, further industry consolidation and diversifying demand drivers should allow Semis to outgrow global nominal gross domestic product for the first time since the late 1990s, Pitzer tells investors in a research note titled "2017 Outlook: Go Secular or Go Home." He views the Semi space as the "safest/cheapest vehicle with which to exploit Data Growth." Pitzer this morning upgraded Texas Instruments (TXN) to Outperform from Neutral and Brooks Automation (BRKS) to Neutral from Underperform. He also downgraded Rudolph Technologies (RTEC) to Neural. His top picks for 2017 in order of preference are Micron (MU), Texas Instruments, Marvell (MRVL) and Intel (INTC) in Semis and Applied Materials (AMAT), KLA-Tencor (KLAC), and Lam Research (LRCX) in the Semi Equipment space.

TODAY'S FREE FLY STORIES

C

Citi

$66.08

-0.5015 (-0.75%)

11:50
08/21/17
08/21
11:50
08/21/17
11:50
Options
Sizable call write in Citi »

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JPM

JPMorgan

$90.56

-0.18 (-0.20%)

, AAPL

Apple

$157.50

-0.36 (-0.23%)

11:43
08/21/17
08/21
11:43
08/21/17
11:43
Periodicals
JPMorgan pledges up to $2M to anti-hate groups, CNBC reports »

JPMorgan (JPM) is…

JPM

JPMorgan

$90.56

-0.18 (-0.20%)

AAPL

Apple

$157.50

-0.36 (-0.23%)

FOX

21st Century Fox

$26.79

-0.1 (-0.37%)

FOXA

21st Century Fox

$27.26

-0.09 (-0.33%)

03/08/13
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  • 12

    Oct

SNA

Snap-On

$142.41

-5.55 (-3.75%)

11:41
08/21/17
08/21
11:41
08/21/17
11:41
Technical Analysis
Technical View: Snap-On falls to session lows, analyst action »

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  • 22

    Aug

  • 06

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TV

Grupo Televisa

$25.75

0.31 (1.22%)

11:40
08/21/17
08/21
11:40
08/21/17
11:40
Options
Put seller opens a large position in Grupo Televisa »

Put seller opens a large…

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11:40
08/21/17
08/21
11:40
08/21/17
11:40
General news
Fed's inaugural SCE Labor Market Survey surprisingly dour: »

Fed's inaugural SCE…

CYH

Community Health

$7.63

0.595 (8.46%)

11:37
08/21/17
08/21
11:37
08/21/17
11:37
Hot Stocks
ASL Strategic Value Fund calls on Community Health board to replace CEO »

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11:37
08/21/17
08/21
11:37
08/21/17
11:37
Hot Stocks
Breaking Hot Stocks news story  »

Stellus Capital…

BRK.A

Berkshire Hathaway

$267,800.00

423 (0.16%)

, BRK.B

Berkshire Hathaway

$177.86

0.3 (0.17%)

11:36
08/21/17
08/21
11:36
08/21/17
11:36
Hot Stocks
Berkshire Hathaway Energy agreement to acquire Oncor terminated by EFH »

Berkshire Hathaway Energy…

BRK.A

Berkshire Hathaway

$267,800.00

423 (0.16%)

BRK.B

Berkshire Hathaway

$177.86

0.3 (0.17%)

03/08/13
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F

Ford

$10.62

0.06 (0.57%)

, AAPL

Apple

$157.50

-0.36 (-0.23%)

11:36
08/21/17
08/21
11:36
08/21/17
11:36
Periodicals
Ford CTO: Autonomous vehicles need more than just software, Axios reports »

Ford (F) CTO Ken…

F

Ford

$10.62

0.06 (0.57%)

AAPL

Apple

$157.50

-0.36 (-0.23%)

GOOG

Alphabet

$910.67

-0.31 (-0.03%)

GOOGL

Alphabet Class A

$926.18

-1.48 (-0.16%)

03/08/13
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03/06/13
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  • 23

    Aug

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    Aug

PNW

Pinnacle West

$89.26

-0.03 (-0.03%)

11:35
08/21/17
08/21
11:35
08/21/17
11:35
Hot Stocks
Pinnacle West says Commissioner Burns files petition to vacate ACC's order »

On August 18, the ACC…

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11:34
08/21/17
08/21
11:34
08/21/17
11:34
General news
3-Month Bill Auction Total Amount data reported »

3-Month Bill Auction…

11:34
08/21/17
08/21
11:34
08/21/17
11:34
General news
6-Month Bill Auction Total Amount data reported »

6-Month Bill Auction…

MCD

McDonald's

$158.46

0.7 (0.44%)

11:31
08/21/17
08/21
11:31
08/21/17
11:31
Periodicals
McDonald's to close 169 outlets in northern, eastern India, Reuters reports »

McDonald's is…

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  • 25

    Sep

AEO

American Eagle

$10.40

-0.715 (-6.44%)

11:30
08/21/17
08/21
11:30
08/21/17
11:30
Options
American Eagle puts active as shares touch 52-week lows »

American Eagle puts…

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  • 23

    Aug

PNW

Pinnacle West

$89.00

-0.2899 (-0.32%)

11:29
08/21/17
08/21
11:29
08/21/17
11:29
Earnings
Breaking Earnings news story on Pinnacle West »

Pinnacle West sees FY17…

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IYR

DJ US Real Estate Index Fund

$79.79

0.61 (0.77%)

, XLV

Health Care Select Sector SPDR

$78.27

0.27 (0.35%)

11:25
08/21/17
08/21
11:25
08/21/17
11:25
Technical Analysis
S&P 500 trades near top of range for the day as mid-session approaches »

The S&P 500 (SPX) is…

IYR

DJ US Real Estate Index Fund

$79.79

0.61 (0.77%)

XLV

Health Care Select Sector SPDR

$78.27

0.27 (0.35%)

XLP

Consumer Staples Sector SPDR

$55.35

0.145 (0.26%)

XLB

S&P Select Materials SPDR

$53.82

0.105 (0.20%)

XLU

Utilities SPDR

$54.56

0.06 (0.11%)

XLE

Energy Select Sector SPDR

$62.05

-0.27 (-0.43%)

XLF

Financial Select Sector

$24.49

-0.13 (-0.53%)

XLK

Technology Select Sector SPDR

$56.83

-0.245 (-0.43%)

SPY

SPDR S&P 500 ETF Trust

$242.46

-0.25 (-0.10%)

SPX

S&P 500

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AXDX

Accelerate Diagnostics

$21.70

-1.85 (-7.86%)

11:22
08/21/17
08/21
11:22
08/21/17
11:22
Recommendations
Accelerate Diagnostics analyst commentary  »

Piper sees several…

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ETE

Energy Transfer Equity

$16.54

-0.135 (-0.81%)

11:20
08/21/17
08/21
11:20
08/21/17
11:20
Options
Short-term call buyer in Energy Transfer Equity »

Short-term call buyer in…

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$NSD

NASDAQ Market Internals

11:17
08/21/17
08/21
11:17
08/21/17
11:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

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$NYE

NYSE Market Internals

11:16
08/21/17
08/21
11:16
08/21/17
11:16
Technical Analysis
NYSE market internals summary »

Volume is below average…

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11:15
08/21/17
08/21
11:15
08/21/17
11:15
General news
Treasury announced a $30 B 4-week bill sale for Tuesday »

Treasury announced a $30…

11:15
08/21/17
08/21
11:15
08/21/17
11:15
General news
Breaking General news story  »

3-Month Bill Auction to…

11:15
08/21/17
08/21
11:15
08/21/17
11:15
General news
Breaking General news story  »

6-Month Bill Auction to…

PAYX

Paychex

$54.99

0.01 (0.02%)

11:11
08/21/17
08/21
11:11
08/21/17
11:11
Hot Stocks
Paychex acquires HR Outsourcing Holdings; terms not disclosed »

Paychex announced the…

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AXDX

Accelerate Diagnostics

$21.70

-1.85 (-7.86%)

11:10
08/21/17
08/21
11:10
08/21/17
11:10
Hot Stocks
Accelerate Diagnostics CEO trades 223K shares for shares of exchange fund »

In a regulatory filing…

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