Breaking News Instant updates and real-time market news.

XLNX

Xilinx

$65.86

-0.39 (-0.59%)

, AMD

AMD

$13.80

-0.12 (-0.86%)

05:46
07/18/17
07/18
05:46
07/18/17
05:46

Xilinx upgraded to Equal Weight from Underweight at Barclays

Barclays analyst Blayne Curtis upgraded Xilinx (XLNX) to Equal Weight saying he sees more downside elsewhere in the U.S. Semiconductors space. The analyst raised his price target for the shares to $60 from $53. The analyst this morning downgraded both AMD (AMD) and Cirrus Logic (CRUS) to Underweight.

XLNX

Xilinx

$65.86

-0.39 (-0.59%)

AMD

AMD

$13.80

-0.12 (-0.86%)

CRUS

Cirrus Logic

$65.30

-0.23 (-0.35%)

  • 25

    Jul

  • 02

    Aug

  • 08

    Aug

  • 15

    Aug

  • 29

    Aug

XLNX Xilinx
$65.86

-0.39 (-0.59%)

07/10/17
JEFF
07/10/17
NO CHANGE
Target $180
JEFF
Buy
Nvidia price target raised to $180 from $140 at Jefferies
Jefferies analyst Mark Lipacis raised his price target for Nvidia (NVDA) shares to $180 from $140 and his three-year bull case earnings per share estimate to $8.00 from $6.50. The chipmaker closed Friday up $3.28 to $146.76. The company's decade long investment in its proprietary GPU-processing language has resulted in a multi-year competitive advantage that has yet to be fully appreciated by investors, Lipacis tells investors in a research note. He sees Nvidia as a key beneficiary as the industry undergoes a "tectonic shift towards a parallel computing model." The analyst keeps a Buy rating on the shares. Lipacis this morning also downgraded Intel (INTC) to Underperform and upgraded both Cavium (CAVM) and Xilinx (XLNX) to Buy.
07/10/17
JEFF
07/10/17
UPGRADE
Target $77
JEFF
Buy
Xilinx upgraded to Buy from Hold at Jefferies
Jefferies analyst Mark Lipacis upgraded Xilinx to Buy and raised his price target for the shares to $77 from $68. Xilinx's recent investment in software tools along with its programmable gate arrays positions it as a beneficiary as the industry undergoes a "tectonic shift towards a parallel computing model," Lipacis tells investors in a research note.
07/10/17
JEFF
07/10/17
DOWNGRADE
Target $29
JEFF
Underperform
Intel downgraded to Underperform from Hold at Jefferies
Jefferies analyst Mark Lipacis downgraded Intel (INTC) to Underperform, his firm's equivalent of a sell rating, and cut his price target for the shares to $29 from $38. Intel closed Friday up 25c to $33.88. The chipmaker's Xeon/Xeon PHI platform is disadvantaged versus Nvidia (NVDA) in emerging parallel workloads like deep neural networking, Lipacis tells investors in a research note. He believes Intel, as the incumbent with dominant share, has the most to lose as the industry undergoes a "tectonic shift in computing toward a parallel model." Intel is losing share in datacenter to Nvidia while chip competition from AMD (AMD), Cavium (CAVM) and Xilinx (XLNX) is increasing, the Lipacis argues.
06/15/17
RAJA
06/15/17
INITIATION
RAJA
Market Perform
Xilinx resumed with a Market Perform at Raymond James
Raymond James analyst Chris Caso resumed coverage on Xilinx with a Market Perform citing premium valuation.
AMD AMD
$13.80

-0.12 (-0.86%)

07/10/17
MZHO
07/10/17
NO CHANGE
Target $15
MZHO
Buy
AMD could see better than expected 2H revenues, says Mizuho
Mizuho analyst Vijay Rakesh said AMD could see better than expected second half 2017 revenues due to better PC demand, gaming console seasonality, new Ryzen/Vega product ramps, and Bitcoin related shortages in GPUs for mining. The analyst raised AMD's price target to $15 from $14 and reiterates his Buy rating.
07/18/17
LEHM
07/18/17
DOWNGRADE
Target $9
LEHM
Underweight
AMD downgraded to Underweight from Equal Weight at Barclays
Barclays analyst Blayne Curtis downgraded AMD (AMD) to Underweight with an unchanged price target of $9. The chipmaker closed yesterday down 12c to $13.80. The analyst is "unconvinced" that AMD products will gain enough traction to support the current valuation. He also has difficulty "getting anywhere near" the company's long-term earnings per share target of 75c. Curtis likes shares of Cavium (CAVM) and Cypress Semiconductor (CY) in the U.S. Semiconductors space heading into Q2 earnings.
07/10/17
JPMS
07/10/17
NO CHANGE
JPMS
JPMorgan raises semiconductor market forecasts after strong May
JPMorgan analyst Hisashi Moriyama attributes data center demand due to the spread of cloud computing and expanding applications for Internet of Things as driving better than expected May growth in the semiconductor market. The analyst, who also believes growth to the automobile market is accelerating, raised his semiconductor market forecasts given the strong May. Publicly traded companies in the semiconductor space include AMD (AMD), Intel (INTC), Marvell (MRVL), Microchip (MCHP), Micron (MU), Nvidia (NVDA), Qualcomm (QCOM) and Texas Instruments (TXN).
CRUS Cirrus Logic
$65.30

-0.23 (-0.35%)

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.
06/20/17
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.
07/18/17
LEHM
07/18/17
DOWNGRADE
Target $55
LEHM
Underweight
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.
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.

TODAY'S FREE FLY STORIES

TYPE

Monotype Imaging

$18.45

-0.35 (-1.86%)

07:03
07/28/17
07/28
07:03
07/28/17
07:03
Earnings
Monotype Imaging sees Q3 adjusted EPS 12c-16c, consensus 16c »

Sees Q3 revenue…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Jul

LAD

Lithia Motors

$100.05

-0.08 (-0.08%)

07:02
07/28/17
07/28
07:02
07/28/17
07:02
Earnings
Lithia Motors reports Q2 adjusted EPS $2.28, consensus $2.22 »

Reports Q2 revenue $2.5B,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Jul

CMS

CMS Energy

$46.89

0.36 (0.77%)

07:02
07/28/17
07/28
07:02
07/28/17
07:02
Earnings
Breaking Earnings news story on CMS Energy »

CMS Energy backs FY17…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Jul

AAN

Aaron's

$40.62

0.88 (2.21%)

07:02
07/28/17
07/28
07:02
07/28/17
07:02
Hot Stocks
Aaron's acquires SEI/Aaron's franchisee for $140M »

Aaron's has acquired…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Jul

HRC

Hill-Rom

$79.70

-2.88 (-3.49%)

07:02
07/28/17
07/28
07:02
07/28/17
07:02
Earnings
Hill-Rom sees Q4 adj. EPS $1.26-$1.30, consensus $1.33 »

Sees Q4 revenue up 3%-4%…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Jul

  • 06

    Aug

  • 10

    Aug

  • 15

    Aug

TYPE

Monotype Imaging

$18.45

-0.35 (-1.86%)

07:02
07/28/17
07/28
07:02
07/28/17
07:02
Earnings
Monotype Imaging reports Q2 adjusted EPS 8c, consensus 9c »

Reports Q2 revenue…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Jul

CMS

CMS Energy

$46.89

0.36 (0.77%)

07:01
07/28/17
07/28
07:01
07/28/17
07:01
Earnings
CMS Energy reports Q2 EPS 33c, consensus 39c »

Reports Q2 revenue…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Jul

HTBK

Heritage Commerce

$13.85

-0.14 (-1.00%)

07:01
07/28/17
07/28
07:01
07/28/17
07:01
Recommendations
Heritage Commerce analyst commentary  »

Heritage Commerce premium…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 01

    Aug

JPM

JPMorgan

$91.55

-0.38 (-0.41%)

07:00
07/28/17
07/28
07:00
07/28/17
07:00
Hot Stocks
JPMorgan says to be 100% reliant on renewable energy by 2020 »

JPMorgan Chase is…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 12

    Oct

  • 13

    Apr

  • 14

    Jul

  • 12

    Oct

HRC

Hill-Rom

$79.70

-2.88 (-3.49%)

07:00
07/28/17
07/28
07:00
07/28/17
07:00
Earnings
Hill-Rom reports Q3 adj. EPS 91c, consensus 91c »

Reports Q3 revenue $689M,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Jul

  • 06

    Aug

  • 10

    Aug

  • 15

    Aug

CFX

Colfax

$40.83

-0.12 (-0.29%)

07:00
07/28/17
07/28
07:00
07/28/17
07:00
Earnings
Colfax raises FY17 adjusted EPS view to $1.65-$1.75 from $1.60-$1.75 

Consensus $1.73.

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Jul

CFX

Colfax

$40.83

-0.12 (-0.29%)

07:00
07/28/17
07/28
07:00
07/28/17
07:00
Earnings
Colfax reports Q2 adjusted EPS 43c, consensus 43c »

Reports Q2 revenue…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Jul

DVAX

Dynavax

$9.25

-1.15 (-11.06%)

07:00
07/28/17
07/28
07:00
07/28/17
07:00
Hot Stocks
Breaking Hot Stocks news story on Dynavax »

Dynavax trading halted,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Jul

  • 31

    Jul

  • 10

    Aug

EA

Electronic Arts

$117.60

-0.4 (-0.34%)

07:00
07/28/17
07/28
07:00
07/28/17
07:00
Recommendations
Electronic Arts analyst commentary  »

Electronic Arts price…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 03

    Aug

UFS

Domtar

$38.49

0.06 (0.16%)

06:59
07/28/17
07/28
06:59
07/28/17
06:59
Earnings
Domtar reports Q2 EPS 61c, consensus 55c »

Reports Q2 revenue…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

FCAU

Fiat Chrysler

$11.83

-0.07 (-0.59%)

06:59
07/28/17
07/28
06:59
07/28/17
06:59
Periodicals
Fiat Chrysler's Maserati to launch electric model after 2019, WSJ reports »

Fiat Chrysler CEO Sergio…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

VLP

Valero Energy Partners

$45.16

-0.57 (-1.25%)

06:57
07/28/17
07/28
06:57
07/28/17
06:57
Earnings
Valero Energy Partners reports Q2 EPS 69c, consensus 75c »

Reports Q2 revenue $110M,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Jul

ZBH

Zimmer Biomet

$125.44

-3.26 (-2.53%)

06:56
07/28/17
07/28
06:56
07/28/17
06:56
Downgrade
Zimmer Biomet rating change  »

Zimmer Biomet downgraded…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 10

    Aug

JCI

Johnson Controls

$40.14

-3.18 (-7.34%)

06:56
07/28/17
07/28
06:56
07/28/17
06:56
Downgrade
Johnson Controls rating change  »

Johnson Controls…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 06

    Aug

  • 08

    Aug

X

U.S. Steel

$25.00

-1.2 (-4.58%)

06:56
07/28/17
07/28
06:56
07/28/17
06:56
Downgrade
U.S. Steel rating change  »

U.S. Steel downgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

MRK

Merck

$63.69

1.89 (3.06%)

06:53
07/28/17
07/28
06:53
07/28/17
06:53
Hot Stocks
Breaking Hot Stocks news story on Merck »

Merck reports Q2 KEYTRUDA…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Jul

  • 28

    Aug

  • 22

    Sep

VC

Visteon

$111.53

1.56 (1.42%)

06:53
07/28/17
07/28
06:53
07/28/17
06:53
Downgrade
Visteon rating change  »

Visteon downgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

QEP

QEP Resources

$7.93

-1.34 (-14.46%)

06:53
07/28/17
07/28
06:53
07/28/17
06:53
Downgrade
QEP Resources rating change  »

QEP Resources downgraded…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 14

    Aug

MRK

Merck

$63.69

1.89 (3.06%)

06:52
07/28/17
07/28
06:52
07/28/17
06:52
Hot Stocks
Merck CEO Q2 results driven by 'robust momentum for KEYTRUDA' »

"We continued to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Jul

  • 28

    Aug

  • 22

    Sep

PLT

Plantronics

$53.65

0.15 (0.28%)

06:51
07/28/17
07/28
06:51
07/28/17
06:51
Downgrade
Plantronics rating change  »

Plantronics downgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Sep

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.