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CRUS

Cirrus Logic

$65.30

-0.23 (-0.35%)

, AVGO

Broadcom

$249.02

-1.27 (-0.51%)

05:44
07/18/17
07/18
05:44
07/18/17
05:44

Cirrus Logic downgraded to Underweight from Equal Weight at Barclays

Barclays analyst Blayne Curtis downgraded Cirrus Logic (CRUS) to Underweight saying the company's content story "stalls" in fiscal year 2019. While estimates are achievable for this year, the Apple (AAPL) supply chain offers clearer iPhone 8 content stories like Broadcom (AVGO), Cutis tells investors in a research note. He keeps a $55 price target for Cirrus shares.

CRUS

Cirrus Logic

$65.30

-0.23 (-0.35%)

AVGO

Broadcom

$249.02

-1.27 (-0.51%)

AAPL

Apple

$149.56

0.52 (0.35%)

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    Aug

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    Aug

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    Aug

CRUS Cirrus Logic
$65.30

-0.23 (-0.35%)

06/20/17
OTRG
06/20/17
NO CHANGE
OTRG
iPhone content update at OTR Global
OTR global believes Cirrus Logic's (CRUS) new iPhone dollar content could be slightly down compared with the iPhone 7 and Cypress Semiconductor (CY) could gain a new design win for a fast charge controller chip.
06/05/17
KEYB
06/05/17
NO CHANGE
KEYB
Apple workaround positive for suppliers, says KeyBanc
KeyBanc analyst John Vinh says his checks with suppliers indicate that "Apple (AAPL) has developed a workaround for the fingerprint sensor issue for the virtual home button in the iPhone 8." He now expects the OLED version of iPhone 8 to "ramp" in October, and he continues to recommend buying iPhone suppliers Broadcom (AVGO), Cirrus Logic (CRUS), and Skyworks (SWKS). Vinh remains upbeat on those names despite his firm's downgrade of Apple today because they are trading well below their peak P/E valuations and have opportunities for content growth beyond the iPhone 8, according to the analyst.
06/01/17
NEED
06/01/17
NO CHANGE
Target $80
NEED
Buy
Cirrus Logic price target raised to $80 from $70 at Needham
Needham analyst Rajvindra Gill said that following meetings with Cirrus Logic (CRUS) management he has higher conviction of revenue growth drivers outside of Apple (AAPL) in 2018 and 2019, leading his to raise his price target to $80 from $70. Gill keeps a Buy rating on Cirrus shares.
05/03/17
OPCO
05/03/17
NO CHANGE
OPCO
Oppenheimer expects limited reaction in Apple supply chain
Following Apple's quarterly results, Oppenheimer analyst Rick Schafer expects a limited reaction in the company's supply chain, as several component suppliers have already reported results, and most investors are looking ahead to the upcoming fall iPhone "super-cycle." His top picks in the Apple supply chain are content-driven growth stories Broadcom (AVGO) and Skyworks (SWKS), while remaining sidelined on Cirrus Logic (CRUS) and Qorvo (QRVO) heading into their prints.
AVGO Broadcom
$249.02

-1.27 (-0.51%)

06/09/17
NOMU
06/09/17
NO CHANGE
NOMU
Micron has positive read through from Broadcom news, says Nomura Instinet
After meeting with Broadcom's (AVGO) CEO, Nomura analyst Romit Shah thinks that the company tried to buy Toshiba's (TOSBF) NAND flash business. The analyst says that Broadcom's effort should lead investors to question whether Micron (MU) is undervalued. He keeps a $40 price target and Buy rating on the shares.
06/15/17
RAJA
06/15/17
INITIATION
Target $300
RAJA
Strong Buy
Broadcom resumed with a Strong Buy, named a favorite idea at Raymond James
Raymond James analyst Chris Caso resumed coverage on Broadcom with an Outperform and a $300 price target calling it a favorite idea. The analyst does not believe consensus estimates reflect the full extent of iPhone content increases or cash flows from the Brocade acquisition.
07/03/17
CHLM
07/03/17
NO CHANGE
Target $48
CHLM
Buy
ITC decision should drive settlement talks for Xperi, says Craig-Hallum
Craig-Hallum analyst Richard Shannon said the ITC's ruling over a patent in the dispute between Xperi (XPER) and Broadcom (AVGO) "strongly suggests" an import restriction could eventually be implemented on a variety of Broadcom devices and he believes notice of a violation could spur settlement talks between the two. Shannon, who sees considerable upside potential for Xperi if both this patent fight and a re-licensing with Samsung are favorably resolved, reiterates his Buy rating on the stock.
07/17/17
MSCO
07/17/17
NO CHANGE
Target $290
MSCO
Overweight
Broadcom a Top Pick for second half at Morgan Stanley
Morgan Stanley analyst Craig Hettenbach said the Street appears to be under-modeling Broadcom's wireless business in the second half and said the company is picking up new content in custom applications, including wireless charging and touch. The analyst believes shares are poised to move sharply higher following a two-month consolidation and sees additional catalysts from the Broadcom deal closure and renewed focus on cash returns. Hettenbach raised Broadcom's price target to $290 from $280 and views shares as a Top Pick for second half 2017. Shares of Broadcom are Overweight rated.
AAPL Apple
$149.56

0.52 (0.35%)

07/17/17
MSCO
07/17/17
NO CHANGE
Target $182
MSCO
Overweight
Apple near-term iPhone estimates cut, target raised to $182 at Morgan Stanley
Morgan Stanley analyst Katy Huberty lowered her September quarter iPhone unit estimate to reflect a slightly later iPhone 8 launch, citing increasing evidence that the high-end OLED version of the device will not launch until October. However, she raised her forecast for FY18 to reflect better December and March quarter seasonality on par with the 4s cycle, which she views as the best guide for seasonality during the iPhone 8 supercycle. Huberty raised her price target on Apple shares to $182 from $177 and keeps an Overweight rating on the stock.
07/13/17
BERN
07/13/17
NO CHANGE
BERN
PayPal deal lowers comeptitive threat, says Bernstein
After PayPal (PYPL) announced a partnership deal with Apple (AAPL), Bernstein analyst Lisa Ellis says that the deal lowers the "wildcard" threat of competition for PayPal. The analyst adds that the deal could enable PayPal to access iPhones through NFC in the future or make a broader partnership deal with Apple Pay. Ellis keeps a $61 price target and an Outperform rating on PayPal.
07/13/17
MONN
07/13/17
NO CHANGE
MONN
PayPal price target raised to $70 from $54 at Monness Crespi
After conducting checks, Monness Crespi analyst James Cakmak raised his price target on PayPal (PYPL) . He says that the market is failing to appreciate the boost to PayPal's margins that its Pay with Venmo product will bring. The analyst also expects PayPal to make an international deal with Alphabet's (GOOG,GOOGL) Android and he thinks that its newly announced deal with Apple (AAPL) "diminishes competitive risks." Cakmak adds that the company can benefit meaningfully from a partnership with Facebook (FB), The analyst keeps a Buy rating on PayPal.
07/12/17
BOFA
07/12/17
NO CHANGE
Target $180
BOFA
Buy
Apple near-term estimates lowered on expected iPhone 8 delays at BofA/Merrill
BofA Merrill Lynch analyst Wamsi Mohan said the firm's supply chain checks suggest that the high-end OLED iPhone 8 will likely ship three to four weeks after the LCD models of the new device and that fingerprint and 3D sensors are also potential causes for delay. Given all of this, he is expecting a delayed launch for the iPhone 8 and cut his September quarter shipment estimate by about 11M units and lowered his December quarter iPhone estimates by 6M units. However, he keeps a Buy rating and $180 price target on Apple shares.

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STLD

Steel Dynamics

$37.78

1.34 (3.68%)

21:35
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21:35
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Steel Dynamics rating change  »

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RXDX

Ignyta

$16.65

0.4 (2.46%)

20:30
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20:30
Syndicate
Ignyta 10M share Secondary priced at $16.00 »

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PG

Procter & Gamble

$91.59

-0.4904 (-0.53%)

, GE

General Electric

$23.58

0.46 (1.99%)

20:25
10/19/17
10/19
20:25
10/19/17
20:25
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

PG

Procter & Gamble

$91.59

-0.4904 (-0.53%)

GE

General Electric

$23.58

0.46 (1.99%)

HON

Honeywell

$143.62

0.18 (0.13%)

SLB

Schlumberger

$64.50

-1.41 (-2.14%)

STI

SunTrust

$59.11

-0.18 (-0.30%)

SYF

Synchrony

$31.71

0.2 (0.63%)

CFG

Citizens Financial

$37.43

0.25 (0.67%)

KSU

Kansas City Southern

$103.78

0.97 (0.94%)

GNTX

Gentex

$20.66

0.2 (0.98%)

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WILC

G. Willi-Food

$5.85

-0.14 (-2.34%)

18:35
10/19/17
10/19
18:35
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18:35
Hot Stocks
G. Willi-Food receives notice from Arla Food ending distribution agreement »

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MIC

Macquarie Infrastructure

$71.26

-0.46 (-0.64%)

18:30
10/19/17
10/19
18:30
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18:30
Hot Stocks
Macquarie Infrastructure CEO to become CEO of Macquarie Atlas Roads in 2018 »

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  • 02

    Nov

BIDU

Baidu

$264.52

-4.45 (-1.65%)

18:30
10/19/17
10/19
18:30
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18:30
Hot Stocks
Baidu collaborating with China's BAIC Group and King Long for autonomous driving »

Baidu signed strategic…

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IBKC

Iberiabank

$80.15

0.05 (0.06%)

18:27
10/19/17
10/19
18:27
10/19/17
18:27
Hot Stocks
IBERIABANK to acquire Gibraltar Private Bank & Trust »

IBERIABANK Corporation…

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VBTX

Veritex

$27.04

-0.02 (-0.07%)

18:20
10/19/17
10/19
18:20
10/19/17
18:20
Hot Stocks
Veritex receives regulatory approval for Liberty Bancshares merger »

Veritex Holdings, the…

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  • 24

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BHP

BHP Billiton

$41.56

0.06 (0.14%)

18:03
10/19/17
10/19
18:03
10/19/17
18:03
Hot Stocks
BHP Billiton CEO sees challenges around geopolitical uncertainty remaining »

In annual shareholder…

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DRRX

Durect

$1.97

0.03 (1.55%)

17:59
10/19/17
10/19
17:59
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17:59
Hot Stocks
Durect: Phase 3 clinical trial for POSIMIR did not meet primary endpoint »

Durect reported that…

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TTNP

Titan Pharmaceuticals

$1.90

-0.1 (-5.00%)

17:49
10/19/17
10/19
17:49
10/19/17
17:49
Hot Stocks
Titan Pharmaceuticals presents non-clinical data from liothyronine implant »

Titan Pharmaceuticals is…

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MSA

MSA Safety

$82.20

1.37 (1.69%)

17:46
10/19/17
10/19
17:46
10/19/17
17:46
Earnings
MSA Safety reports Q3 EPS 92c, consensus 80c »

Reports Q3 revenue $296M,…

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  • 20

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SKX

Skechers

$24.03

-1.06 (-4.22%)

, CAI

CAI International

$31.38

-0.05 (-0.16%)

17:41
10/19/17
10/19
17:41
10/19/17
17:41
Hot Stocks
On The Fly: After Hours Movers »

UP AFTER EARNINGS:…

SKX

Skechers

$24.03

-1.06 (-4.22%)

CAI

CAI International

$31.38

-0.05 (-0.16%)

PYPL

PayPal

$67.25

-0.01 (-0.01%)

MXIM

Maxim Integrated

$50.09

0.24 (0.48%)

IMDZ

Immune Design

$5.50

-1.05 (-16.03%)

NCR

NCR Corp.

$37.05

-0.26 (-0.70%)

TACO

Del Taco

$15.39

-0.01 (-0.06%)

ATHN

athenahealth

$116.41

-4.37 (-3.62%)

ISRG

Intuitive Surgical

$357.46

3.09 (0.87%)

ETFC

E-Trade

$43.69

-0.23 (-0.52%)

CELG

Celgene

$135.96

-1.21 (-0.88%)

PBMD

Prima BioMed

$2.36

-0.02 (-0.84%)

AAXN

Axon

$24.62

-0.37 (-1.48%)

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DGX

Quest Diagnostics

$93.23

1.18 (1.28%)

17:37
10/19/17
10/19
17:37
10/19/17
17:37
Hot Stocks
Quest Diagnostics acquires Cleveland HeartLab, terms not disclosed »

Advantage Capital…

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AAXN

Axon

$24.62

-0.37 (-1.48%)

17:34
10/19/17
10/19
17:34
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17:34
Hot Stocks
Axon says now aware of comment letter over SEC's review of 10-K, 10-Q »

Axon Enterprise said in a…

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BPMX

BioPharmX

17:29
10/19/17
10/19
17:29
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17:29
Syndicate
Breaking Syndicate news story on BioPharmX »

BioPharmX files to sell…

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MBVX

MabVax Therapeutics

$0.74

0.0248 (3.47%)

17:29
10/19/17
10/19
17:29
10/19/17
17:29
Syndicate
Breaking Syndicate news story on MabVax Therapeutics »

MabVax Therapeutics files…

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IBKC

Iberiabank

$80.15

0.05 (0.06%)

17:28
10/19/17
10/19
17:28
10/19/17
17:28
Earnings
Iberiabank reports Q3 non-GAAP EPS $1.00, consensus $1.16 »

Reports Q3 core revenue…

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DRRX

Durect

$1.97

0.03 (1.55%)

17:28
10/19/17
10/19
17:28
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17:28
Hot Stocks
Breaking Hot Stocks news story on Durect »

Durect trading halted,…

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QCP

Quality Care Properties

$16.26

0.07 (0.43%)

17:26
10/19/17
10/19
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17:26
Hot Stocks
Quality Care Properties provides update on HCR ManorCare »

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FTR

Frontier Communications

$11.48

0.02 (0.17%)

, CHH

Choice Hotels

$68.45

0.25 (0.37%)

17:26
10/19/17
10/19
17:26
10/19/17
17:26
Hot Stocks
Frontier Communications named a Qualified Vendor with Choice Hotels Internationa »

Frontier Communications…

FTR

Frontier Communications

$11.48

0.02 (0.17%)

CHH

Choice Hotels

$68.45

0.25 (0.37%)

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  • 31

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DRIO

DarioHealth

$1.98

-0.2 (-9.17%)

17:16
10/19/17
10/19
17:16
10/19/17
17:16
Syndicate
Breaking Syndicate news story on DarioHealth  »

DarioHealth files to sell…

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CUBI

Customers Bancorp

$33.16

0.46 (1.41%)

17:11
10/19/17
10/19
17:11
10/19/17
17:11
Hot Stocks
Customers Bancorp to spin off BankMobile business »

Customers Bancorp plans…

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  • 06

    Nov

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    Nov

MVC

MVC Capital

$10.40

0.08 (0.78%)

17:07
10/19/17
10/19
17:07
10/19/17
17:07
Hot Stocks
MVC Capital: Glass Lewis, Egan-Jones against proposal to cease new investments »

MVC Capital announced…

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  • 31

    Oct

CELG

Celgene

$135.96

-1.21 (-0.88%)

17:05
10/19/17
10/19
17:05
10/19/17
17:05
Hot Stocks
Breaking Hot Stocks news story on Celgene »

Celgene down 6.6% after…

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