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CEVA

CEVA

$43.20

-0.45 (-1.03%)

, QCOM

Qualcomm

$52.29

-0.41 (-0.78%)

09:37
08/09/17
08/09
09:37
08/09/17
09:37

CEVA could be pressured by latest in Qualcomm-Apple fight, says Benchmark

Benchmark analyst Gary Mobley noted that Qualcomm (QCOM) announced that the ITC has commenced an investigation into Apple's (AAPL) use of certain mobile devices, radio frequency and processing components" as the companies continue their legal fight over disputed royalties. Intel (INTC) and Qualcomm currently split the iPhone 7 thin modem business and it is expected they'll also evenly split the iPhone 8 business, said Mobley, who noted that CEVA (CEVA) could lose $2M-$2.5M in annual royalties if the Intel-based phones are banned for U.S. import. He keeps a Buy rating on CEVA shares, which are down fractionally in early trading.

CEVA

CEVA

$43.20

-0.45 (-1.03%)

QCOM

Qualcomm

$52.29

-0.41 (-0.78%)

AAPL

Apple

$160.08

1.27 (0.80%)

INTC

Intel

$36.41

-0.02 (-0.05%)

  • 09

    Aug

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    Aug

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    Aug

CEVA CEVA
$43.20

-0.45 (-1.03%)

05/05/17
OPCO
05/05/17
NO CHANGE
Target $42
OPCO
Outperform
CEVA price target raised to $42 from $37 at Oppenheimer
Oppenheimer analyst Andrew Uerkwitz raised his price target for CEVA to $42 from $37 as he believes the diverse opportunities for revenue upside in his model combined with operating margin expansion continuing beyond 2018 warrant a premium multiple. The analyst reiterates an Outperform rating on the shares.
05/05/17
ROTH
05/05/17
NO CHANGE
Target $47
ROTH
Buy
CEVA price target raised to $47 from $40 at Roth Capital
Roth Capital analyst Suji Desilva raised his price target for CEVA to $47 from $40 as he is encouraged by the continued licensing strength and unchanged 2017 expectation for royalty growth. The analyst reiterates a Buy rating on the shares.
06/05/17
BNCH
06/05/17
NO CHANGE
Target $50
BNCH
Buy
CEVA price target raised to $50 from $42 at Benchmark
After meeting with CEVA management, Benchmark analyst Gary Mobley raised his price target on the stock to $50 from $42, stating that his talks confirmed "robust" growth trends for both royalties and license revenue. He keeps a Buy rating on CEVA shares.
07/31/17
ROTH
07/31/17
NO CHANGE
Target $53
ROTH
Buy
CEVA price target raised to $53 from $47 at Roth Capital
Roth Capital analyst Suji Desilva raised his price target for CEVA to $53 from $47 ahead of results as he believes it represents a differentiated investment opportunity in high-margin licensing and royalty revenue, levered to growth across communications and Internet of Things applications. The analyst reiterates a Buy rating on the shares.
QCOM Qualcomm
$52.29

-0.41 (-0.78%)

07/20/17
SBSH
07/20/17
NO CHANGE
Target $55
SBSH
Neutral
Qualcomm royalty rates will continue to decline, says Citi
Citi analyst Christopher Danely views Qualcomm's (QCOM) Q3 results as mixed and notes earnings guidance was reduced due to lower royalties and higher expenses. Qualcomm's royalty rates will continue to decline and the NXP Semiconductors (NXPI) deal "may be fraught with problems," Danely tells investors in a research note. He keeps a Neutral rating on the shares with a $55 price target.
08/07/17
MSCO
08/07/17
NO CHANGE
Target $117.5
MSCO
Equal Weight
NXP Semiconductors target raised above deal price to $117 at Morgan Stanley
Morgan Stanley analyst Craig Hettenbach believes NXP Semiconductors (NXPI) shareholders "have the upper hand" in seeking to push for a higher takeout price from Qualcomm (QCOM), while also thinking a higher bid would be "inconsequential" to Qualcomm's balance sheet and deal accretion. The analyst, who sees momentum building for a higher deal price and a "hard time believing" Qualcomm would walk away rather than raise the price and get a deal done, raised his price target on NXP to $117.50 from $110. He keeps an Equal Weight rating on NXP shares.
07/31/17
WELS
07/31/17
NO CHANGE
WELS
Wells Fargo downgrades Semiconductor sector to Market Weight
Wells Fargo analyst David Wong downgraded the Semiconductor sector to Market Weight from Overweight. Recent earnings reports from chip companies suggest that year-over-year growth will likely plateau or perhaps even decelerate over the next few months, Wong tells investors in a research note. He believes many chip stocks now have "elevated multiples" off calendar 2018 earnings estimates. Wong still sees good investment opportunities in some specific stocks, however, and reiterates Outperform ratings on Intel (INTC), Qualcomm (QCOM), Micron (MU), AMD (AMD), Skyworks (SWKS) and Microsemi (MSCC).
07/20/17
COWN
07/20/17
NO CHANGE
Target $70
COWN
Qualcomm customers unlikely to take business to Intel, says Cowen
Cowen analyst Timothy Arcuri said the June quarter for Qualcomm (QCOM) was okay while the September quarter outlook was bad because Samsung (SSNLF) now is withholding full royalties on top of Apple (AAPL). The analyst said there aren't many more levers these customers can pull short of taking their business to Intel (INTC), but he believes that is unlikely given the performance gap. Arcuri believes the risk/reward is still favorable and maintained his Outperform rating and $70 price target on Qualcomm shares.
AAPL Apple
$160.08

1.27 (0.80%)

08/04/17
FBCO
08/04/17
UPGRADE
Target $11.3
FBCO
Outperform
Himax upgraded to Outperform from Neutral at Credit Suisse
Credit Suisse analyst Jerry Su upgraded Himax to Outperform from Neutral and raised his 2018 and 2019 estimates for the company citing expectations for better DDI sales and his belief that its Diffractive Optical Element, or DOE, will be used in Apple's (AAPL) upcoming iPhone. He raised his price target on Himax shares to $11.30 from $8.70.
08/03/17
BMOC
08/03/17
NO CHANGE
BMOC
Criteo should be bought on weakness, says BMO Capital
BMO Capital analyst Daniel Salmon says Criteo's (CRTO) stock declined on the company's "cautious comments" about Apple's (AAPL) "intelligent tracking prevention" rollout in September. The analyst doesn't expect Apple's initiative to be a "material disruption" for Criteo and he believes that Criteo's "network effect continues to build." He keeps a $70 price target and an Outperform rating on the shares.
08/03/17
OPCO
08/03/17
NO CHANGE
OPCO
Perform
Cirrus Logic guidance suggests no major iPhone 8 content growth,says Oppenheimer
Oppenheimer analyst Rick Schafer notes that Cirrus Logic (CRUS) reported in-line Q1 and says he believes Q2 guidance confirms his view that significant gen/gen content growth in the Apple's (AAPL) iPhone 8 is unlikely. The analyst reiterates a Perform rating on Cirrus Logic's shares.
08/02/17
NEED
08/02/17
NO CHANGE
Target $175
NEED
Buy
Apple price target raised to $175 from $165 at Needham
Needham analyst Laura Martin raised her price target for Apple to $175 from $165 following Q3 results. The analyst reiterates a Buy rating on the shares and says Apple remains her top stock pick for 2017 owing to strategic position, EPS upside, falling risks, catalysts, and valuation.
INTC Intel
$36.41

-0.02 (-0.05%)

07/28/17
LOOP
07/28/17
NO CHANGE
Target $45
LOOP
Buy
Intel price target raised to $45 after guidance hike at Loop Capital
Loop Capital analyst Betsy Van Hees increased her price target on Intel shares to $45 from $43 after the company "once again" raised its full year revenue and pro forma EPS outlook. The analyst, who argues that Intel is "no longer just a PC company" and that its ongoing transformation will drive continued earnings and revenue growth, reiterates a Buy rating on the shares.
07/31/17
DADA
07/31/17
NO CHANGE
DADA
Super Micro has positive read through from Intel comments, says DA Davidson
DA Davidson analyst Mark Kelleher says that comments by Intel (INTC) indicate that its Skylake processor is "on track." The analyst says that there was previously a possibility that the processor would be delayed, and he views the company's latest comments as positive for Super Micro Computer (SMCI). He keeps a $33 price target and a Buy rating on the stock.
07/28/17
MACQ
07/28/17
NO CHANGE
Target $40
MACQ
Outperform
Intel long-term growth sustainable, says Macquarie
Macquarie analyst Srini Pajjuri said Intel (INTC) reported a solid quarter and raised its FY17 outlook. The analyst believes PC inventory risk is largely in guidance and DCG growth was better, and thinks the best is yet to come for Purley. The analyst believes 8-10% growth is sustainable longer term as any gains by AMD (AMD) should be limited to the low end and Purley's AI/ML workload performance should sustain Intel's lead in inferencing against Nvidia (NVDA). Pajjuri rates Intel an Outperform with a $40 price target.

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DE

Deere

$123.98

-2.65 (-2.09%)

, EL

Estee Lauder

$98.32

-2.75 (-2.72%)

20:25
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Earnings
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Estee Lauder

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Foot Locker

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HIBB

Hibbett Sports

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PCTY

Paylocity

$45.10

-1.06 (-2.30%)

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Paychex

$54.98

-1.26 (-2.24%)

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Paylocity announces Michael Haske's promotion to president & COO »

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Paylocity

$45.10

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Paychex

$54.98

-1.26 (-2.24%)

ADP

ADP

$104.68

-6.42 (-5.78%)

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SN

Sanchez Energy

$4.87

-0.145 (-2.89%)

18:04
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Hot Stocks
Sanchez Energy to sell Javelina asset in Eagle Ford shale for about $105M »

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BABA

Alibaba

$163.92

4.42 (2.77%)

17:50
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Recommendations
Alibaba analyst commentary at Baird »

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ASYS

Amtech Systems

$10.14

-0.51 (-4.79%)

17:48
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17:48
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17:48
Syndicate
Amtech Systems announces common stock offering, no amount given »

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CPCAY

Cathay Pacific

$7.47

0.15 (2.05%)

17:47
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17:47
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Upgrade
Cathay Pacific rating change at Goldman Sachs »

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RTN

Raytheon

$177.25

-0.83 (-0.47%)

17:32
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Hot Stocks
Raytheon awarded $104.8M government contract »

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SPWH

Sportsman's Warehouse

$3.46

-0.12 (-3.35%)

, GLOB

Globant

$42.26

-0.64 (-1.49%)

17:32
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Hot Stocks
On The Fly: After Hours Movers »

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SPWH

Sportsman's Warehouse

$3.46

-0.12 (-3.35%)

GLOB

Globant

$42.26

-0.64 (-1.49%)

ROST

Ross Stores

$53.33

-1.04 (-1.91%)

GPS

Gap

$22.68

0.11 (0.49%)

AMAT

Applied Materials

$43.12

-1.34 (-3.01%)

FLDM

Fluidigm

$3.60

-0.04 (-1.10%)

SENS

Senseonics

$2.44

0.02 (0.83%)

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LMT

Lockheed Martin

$301.42

-4.38 (-1.43%)

17:32
08/17/17
08/17
17:32
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17:32
Hot Stocks
Lockheed Martin, others awarded $499M government contract »

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  • 23

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CTRL

Control4

$22.27

-0.9 (-3.88%)

, AMRI

Albany Molecular

$21.74

-0.01 (-0.05%)

17:21
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Hot Stocks
Control4 to replace Albany Molecular in S&P 600 at open on 8/22 »

The Carlyle Group (CG)…

CTRL

Control4

$22.27

-0.9 (-3.88%)

AMRI

Albany Molecular

$21.74

-0.01 (-0.05%)

CG

Carlyle Group

$21.20

-0.2 (-0.93%)

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CI

Cigna

$178.03

-1.83 (-1.02%)

17:15
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Cigna's Bacus sells 2,236 common shares »

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General news
Sen. Corker: Trump has not demonstrated competence to be president »

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BTU

Peabody Energy

$27.94

-0.27 (-0.96%)

17:07
08/17/17
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17:07
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17:07
Syndicate
Peabody Energy files to sell 12.8M shares of common stock for holders »

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CEMI

Chembio Diagnostics

$6.05

-0.1 (-1.63%)

17:02
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Chembio Diagnostics CFO Richard Larkin to retire »

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CRMT

America's Car-Mart

$36.90

-0.65 (-1.73%)

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Earnings
America's Car-Mart reports Q1 EPS 90c, consensus 91c »

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GM

General Motors

$35.00

-0.75 (-2.10%)

16:59
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General Motors' Jacoby sells 20,000 common shares »

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CBI

CB&I

$9.78

-0.19 (-1.91%)

, FLR

Fluor

$37.77

-0.67 (-1.74%)

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President Donald Trump shelves plans to create infrastructure advisory council »

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CBI

CB&I

$9.78

-0.19 (-1.91%)

FLR

Fluor

$37.77

-0.67 (-1.74%)

ACM

Aecom

$31.09

-0.43 (-1.36%)

MTZ

MasTec

$39.20

0.45 (1.16%)

CCI

Crown Castle

$104.14

0.35 (0.34%)

JEC

Jacobs Engineering

$50.25

-0.8 (-1.57%)

MLM

Martin Marietta

$200.41

-4.7 (-2.29%)

USCR

U.S. Concrete

$77.20

-0.9 (-1.15%)

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  • 11

    Sep

CQP

Cheniere Energy Partners

$28.08

-0.08 (-0.28%)

16:53
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Breaking Syndicate news story on Cheniere Energy Partners »

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DDS

Dillard's

$54.83

-1.1 (-1.97%)

16:50
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Dillard's raises quarterly dividend to 10c from 7c per share »

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ABTL

Autobytel

$8.30

-0.12 (-1.43%)

16:46
08/17/17
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Autobytel announces purchases under stock repurchase authorization »

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GBL

GAMCO Investors

$29.41

-0.4 (-1.34%)

, CMT

Core Molding

$21.07

-0.36 (-1.68%)

16:43
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16:43
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Breaking Hot Stocks news story on GAMCO Investors, Core Molding »

Gabelli reports 10.94%…

GBL

GAMCO Investors

$29.41

-0.4 (-1.34%)

CMT

Core Molding

$21.07

-0.36 (-1.68%)

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  • 06

    Sep

GUID

Guidance Software

16:41
08/17/17
08/17
16:41
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16:41
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Breaking Hot Stocks news story on Guidance Software »

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GBL

GAMCO Investors

$29.41

-0.4 (-1.34%)

, MTRN

Materion

$37.00

-1.1 (-2.89%)

16:41
08/17/17
08/17
16:41
08/17/17
16:41
Hot Stocks
Breaking Hot Stocks news story on GAMCO Investors, Materion »

Gabelli reports 6.66%…

GBL

GAMCO Investors

$29.41

-0.4 (-1.34%)

MTRN

Materion

$37.00

-1.1 (-2.89%)

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  • 14

    Nov

FALC

FalconStor

$0.19

-0.004 (-2.12%)

16:41
08/17/17
08/17
16:41
08/17/17
16:41
Hot Stocks
FalconStor announces Todd Brooks as CEO and Patrick McClain as CFO »

FalconStor announced the…

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