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MS

Morgan Stanley

$45.17

-0.35 (-0.77%)

, AAOI

Applied Optoelectronics

$84.20

6.16 (7.89%)

16:16
07/14/17
07/14
16:16
07/14/17
16:16

Morgan Stanley reports 5.2% passive stake in Applied Optoelectronics

MS

Morgan Stanley

$45.17

-0.35 (-0.77%)

AAOI

Applied Optoelectronics

$84.20

6.16 (7.89%)

  • 19

    Jul

  • 03

    Aug

  • 05

    Sep

MS Morgan Stanley
$45.17

-0.35 (-0.77%)

06/28/17
FBCO
06/28/17
NO CHANGE
Target $47
FBCO
Neutral
Morgan Stanley estimates lowered at Credit Suisse
Credit Suisse analyst Susan Roth Katzke lowered her estimates for Morgan Stanley to reflect the current low volume/low volatility trading environment. She maintains a Neutral rating and $47 price target on the stock.
06/26/17
MACQ
06/26/17
NO CHANGE
Target $51
MACQ
Outperform
Macquarie says to buy Morgan Stanley at Macquarie
Morgan Stanley analyst David Konrad recommends buying Morgan Stanley today following DFAST results and recent share underperformance. The analyst believes results came in better than expected and sees additional room for buybacks of up to $5.5B from a previous estimate of $4.9B. Konrad rates shares an Outperform with a $51 price target.
06/09/17
RBCM
06/09/17
NO CHANGE
RBCM
House financial reform bill unlikely to advance in Senate, says RBC Capital
RBC Capital analyst Gerard Cassidy says that the financial regulation reform bill passed yesterday by the House would help the banking sector but probably won;t be passed by the Senate. Large publicly traded banks include Bank of America (BAC), Citi (C), Goldman Sachs (GS), JPMorgan (JPM), Morgan Stanley (MS), U.S. Bancorp (USB) and Wells Fargo (WFC).
06/02/17
NOMU
06/02/17
NO CHANGE
NOMU
Goldman Sachs, Morgan Stanley Q2 EPS estimates lowered at Nomura Instinet
Nomura Instinet analyst Steven Chubak cut his Q2 EPS estimate for Goldman Sachs (GS) to $3.50 from $4.04 and lowered his Q2 EPS estimate for Morgan Stanley (MS) to 77c from 86c. The consensus EPS estimates for Goldman and Morgan Stanley are $3.92 and 84c, respectively. Chubak says that Goldman has been hurt by "weaker trading and more pronounced (investment banking) declines," while Morgan Stanley is experiencing "softer" investment banking results and "more pronounced quarter-over-quarter" fixed income declines. He keeps a Neutral rating on Goldman and a Buy rating on Morgan stanley.
AAOI Applied Optoelectronics
$84.20

6.16 (7.89%)

07/14/17
NEED
07/14/17
NO CHANGE
Target $100
NEED
Strong Buy
Applied Optoelectronics price target raised to $100 from $85 at Needham
Needham analyst Alex Henderson said he was are not surprised by Applied Optoelectronics' positive pre-release, though he was surprised by the gross margin impact of the shift to more 100G that led to 45% gross margins being pre-announced. The analyst, who is increasing his estimates preliminarily pending the earnings call, raised his price target on Applied Optoelectronics shares to $100 from $85 and keeps a Strong Buy rating on the name.
07/14/17
CHLM
07/14/17
NO CHANGE
Target $95
CHLM
Buy
Applied Optoelectronics price target raised to $95 from $85 at Craig-Hallum
Craig-Hallum analyst Richard Shannon said Applied Optoelectronics' pre-announcement of another strong quarter of results is indicative of a strong demand data center environment and while he sees pricing becoming more competitive in the second half, he also believes the company will be able to compete effectively and maintain share. He raised his price target on Applied Optoelectronics to $95 from $85 and reiterates a Buy rating on the shares.
07/13/17
ROTH
07/13/17
NO CHANGE
Target $90
ROTH
Buy
Applied Optoelectronics price target raised to $90 from $70 at Roth Capital
Roth Capital analyst Brian Alger said Applied Optoelectronics' pre-announced gross margins of 45% were 300bps better than he had expected and he assumes most of the upside came from datacenter. Given the gross margin beat, Alger said his "entire model and outlook must be adjusted." He increased his target multiple on the stock and raised his price target on Applied Optoelectronics to $90 from $70 while keeping a Buy rating on the shares.
07/13/17
PIPR
07/13/17
NO CHANGE
Target $90
PIPR
Overweight
Applied Optoelectronics price target raised to $90 from $85 at Piper Jaffray
Piper Jaffray analyst Troy Jensen said margins like those pre-announced by Applied Optoelectronics for this quarter "have never been seen before in the optical component industry" and he expects the company's top line strength and industry leading gross and operating margin levels can continue. He raised his price target on Applied Optoelectronics to $90 from $85 and reiterates an Overweight rating on the shares.

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