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NVDA

Nvidia

$164.74

-7.37 (-4.28%)

, INTC

Intel

$36.14

-0.45 (-1.23%)

08:12
08/11/17
08/11
08:12
08/11/17
08:12

Roth says Nvidia 'stands alone' in semiconductors, valuation 'only question'

Roth Capital analyst Brian Alger said Nvidia's (NVDA) performance over the past several quarters has made it clear that neither Intel (INTC) nor AMD (AMD) have been able to slow the company's growth. Nvidia "stands alone" among semiconductor companies in terms of big volume and big dollar growth potential, but valuation of its stock remains the "only question," according to Alger. He raised his FY19 revenue estimate by roughly $1B and increased his price target on Nvidia shares to $150 from $120, but maintains a Neutral rating on the stock.

NVDA

Nvidia

$164.74

-7.37 (-4.28%)

INTC

Intel

$36.14

-0.45 (-1.23%)

AMD

AMD

$12.12

-0.71 (-5.53%)

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    Aug

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    Aug

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    Aug

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    Sep

NVDA Nvidia
$164.74

-7.37 (-4.28%)

08/11/17
NOMU
08/11/17
NO CHANGE
Target $110
NOMU
Reduce
Nvidia core gaming still slow, datacenter uncertain, says Nomura Instinet
Nomura Instinet analyst Romit Shah said Nvidia continues to see "subdued" trends in core PC gaming, minimal, gross margin leverage and decelerating revenue and earnings growth. Shah believes shares remain overvalued and reiterates his Reduce rating, but raises his price target to $110 from $90.
08/11/17
RHCO
08/11/17
NO CHANGE
RHCO
Nvidia shares should be bought on weakness, says SunTrust
SunTrust analyst William Stein says that Nvidia significantly beat Q2 expectations even excluding its cryptocurrency business, and he thinks the cryptocurrency business will be sustainable. Stein adds that analysts keep anticipating that the company's revenue growth will slow, but he says their estimate of when this will occur keeps getting delayed. He recommends buying the stock on weakness.
08/11/17
LOOP
08/11/17
NO CHANGE
Target $181
LOOP
Buy
Nvidia pullback presents 'compelling' entry point, says Loop Capital
With Nvidia shares "priced for perfection" into its Q2 report, Loop Capital analyst Betsy Van Hees attributes the post-earnings pullback in the stock to the company's "modest" 2% sequential growth in data center and the guidance for a large sequential step-up in operating expenses. However, she thinks investors' concerns that data center growth has topped out are unwarranted, noting that the quarter featured a transition to Volta, which is now ramped. The analyst, who also contends that Nvidia must continue to spend to maintain its leadership position, raised her price target on the stock to $181 from $137, keeps a Buy rating and view the pullback as a "compelling" entry point to the stock.
08/11/17
STFL
08/11/17
NO CHANGE
STFL
Nvidia data center outlook remains positive, says Stifel
After Nvidia delivered beat and raise results, Stifel analyst Kevin Xassidy calls the results "solid." The analyst, however, says that some investors could be disappointed that the top-line beat was driven by the volatile cryptocurrency market and not by the datacenter market. The analyst says that revenue from hyperscale datacenters is "notoriously lumpy," and he continues to expect the company's revenue from datacenters to jump 15%-20% annually over the longer term. Cassidy raised his price target on the shares to $110 from $93 but keeps a Hold rating on the stock based on valuation.
INTC Intel
$36.14

-0.45 (-1.23%)

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
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).
07/31/17
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.
08/09/17
BNCH
08/09/17
NO CHANGE
BNCH
Buy
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.
AMD AMD
$12.12

-0.71 (-5.53%)

08/08/17
WELS
08/08/17
NO CHANGE
WELS
AMD competitive position has improved, says Wells Fargo
Wells Fargo says that AMD's "smooth execution on important new product introductions has significantly improved" its "competitive position in microprocessors and graphics chips." The firm quotes a third party researcher as saying that the company has started to gain share in server processors.
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.
07/26/17
07/26/17
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. AMD (AMD) initiated with an Outperform at Baird. 2. Altice USA (ATUS) initiated with a Market Perform at Wells Fargo. 3. Callidus Software (CALD) initiated with a Buy at Jefferies. 4. Jones Lang LaSalle (JLL) initiated with a Neutral at UBS. 5. Ocular Therapeutix (OCUL) initiated with a Buy at H.C. Wainwright. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

AYTU

Aytu BioScience

$3.03

0.4301 (16.54%)

17:10
11/22/17
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17:10
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Breaking Syndicate news story on Aytu BioScience »

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EPIX

ESSA Pharma

$0.27

0.0059 (2.27%)

17:09
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17:09
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ESSA Pharma to begin trading on TSX Venture Exchange »

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MRDN

Meridian Waste Solutions

$1.69

0.0101 (0.60%)

16:55
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11/22
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16:55
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Breaking Syndicate news story on Meridian Waste Solutions »

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APD

Air Products

$161.62

-0.67 (-0.41%)

16:50
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16:50
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Breaking Syndicate news story on Air Products »

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BOOT

Boot Barn

$13.49

-0.23 (-1.68%)

16:49
11/22/17
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16:49
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16:49
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Breaking Syndicate news story on Boot Barn »

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SD

SandRidge Energy

$17.50

0.88 (5.29%)

, BCEI

Bonanza Creek

$32.14

0.46 (1.45%)

16:44
11/22/17
11/22
16:44
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16:44
Hot Stocks
Icahn reports 13.51% stake in SandRidge Energy, intends to vote against Bonanza »

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SD

SandRidge Energy

$17.50

0.88 (5.29%)

BCEI

Bonanza Creek

$32.14

0.46 (1.45%)

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SD

SandRidge Energy

$17.50

0.88 (5.29%)

16:35
11/22/17
11/22
16:35
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16:35
Hot Stocks
Icahn reports 13.51% stake in SandRidge Energy, intends to vote against Bonanza »

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SYMC

Symantec

$28.43

0.32 (1.14%)

, AMZN

Amazon.com

$1,156.16

16.67 (1.46%)

16:32
11/22/17
11/22
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16:32
Hot Stocks
Symantec selects Amazon Web Services to deliver cloud security »

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SYMC

Symantec

$28.43

0.32 (1.14%)

AMZN

Amazon.com

$1,156.16

16.67 (1.46%)

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16:30
11/22/17
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16:30
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16:30
Options
Preliminary option volume of 13.6M today »

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AMZN

Amazon.com

$1,156.16

16.67 (1.46%)

16:26
11/22/17
11/22
16:26
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16:26
Hot Stocks
Amazon Web Services announces Amazon ML Solutions Lab program »

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  • 18

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NRIM

Northrim BanCorp

$34.75

-0.25 (-0.71%)

16:22
11/22/17
11/22
16:22
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16:22
Hot Stocks
Northrim BanCorp announces CFO transition »

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AMZN

Amazon.com

$1,156.16

16.67 (1.46%)

, CERN

Cerner

$70.03

3.35 (5.02%)

16:21
11/22/17
11/22
16:21
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16:21
General news
On The Fly: Top stock stories for Wednesday »

Stocks opened in positive…

AMZN

Amazon.com

$1,156.16

16.67 (1.46%)

CERN

Cerner

$70.03

3.35 (5.02%)

HPE

HP Enterprise

$13.10

-1.02 (-7.22%)

HPQ

HP Inc.

$21.34

-1.12 (-4.99%)

DE

Deere

$145.25

6.02 (4.32%)

ROK

Rockwell Automation

$191.02

-2 (-1.04%)

EMR

Emerson

$61.88

1.53 (2.54%)

AKZOY

AkzoNobel

$31.04

0.475 (1.55%)

AXTA

Axalta Coating

$35.50

1.63 (4.81%)

GME

GameStop

$17.37

0.64 (3.83%)

GES

Guess

$15.62

-2.33 (-12.98%)

IRBT

iRobot

$68.50

-4.57 (-6.25%)

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CHMI

Cherry Hill Mortgage

$18.51

0.06 (0.33%)

16:21
11/22/17
11/22
16:21
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16:21
Syndicate
Breaking Syndicate news story on Cherry Hill Mortgage »

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NKTR

Nektar

$49.75

-0.23 (-0.46%)

16:20
11/22/17
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Nektar names new CRDO, CMO and CSO »

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VIX

Volatility Index S&P 500 Options

16:20
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Options
Closing CBOE SPX and VIX Index summary for November 22nd »

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VGZ

Vista Gold

$0.68

0.0069 (1.03%)

16:18
11/22/17
11/22
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16:18
Syndicate
Vista Gold enters $10M ATM agreement with H.C. Wainwright & Co. »

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GPX

GP Strategies

$23.50

-0.2 (-0.84%)

16:17
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16:17
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GP Strategies announces $10M share repurchase increase »

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$NSD

NASDAQ Market Internals

16:17
11/22/17
11/22
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16:17
Technical Analysis
NASDAQ market internals summary »

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GPX

GP Strategies

$23.50

-0.2 (-0.84%)

16:16
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16:16
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GP Strategies names Michael Dugan as new CFO »

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$NYE

NYSE Market Internals

16:16
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11/22
16:16
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16:16
Technical Analysis
NYSE market internals summary »

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FPP

FieldPoint Petroleum

$0.25

-0.015 (-5.77%)

16:13
11/22/17
11/22
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16:13
Hot Stocks
FieldPoint Petroleum to be suspended, pending delisting from NYSE American »

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AVA

Avista

$51.70

0.145 (0.28%)

16:12
11/22/17
11/22
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16:12
Hot Stocks
Avista names Kevin Christie CCO, Dennis Vermillion President »

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CWBR

CohBar, Inc.

16:11
11/22/17
11/22
16:11
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16:11
Syndicate
Breaking Syndicate news story on CohBar, Inc. »

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HTBX

Heat Biologics

$0.44

-0.0045 (-1.01%)

16:08
11/22/17
11/22
16:08
11/22/17
16:08
Syndicate
Heat Biologics requests withdrawal of registration statement »

The company is requesting…

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TMST

TimkenSteel

$14.65

0.16 (1.10%)

16:06
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11/22
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16:06
Hot Stocks
TimkenSteel and United Steelworkers reach tentative four-year agreement »

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