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MU

Micron

$27.49

-1.09 (-3.81%)

, WDC

Western Digital

$79.19

-1.8 (-2.22%)

09:50
08/11/17
08/11
09:50
08/11/17
09:50

DRAM, NAND outlooks unlikely to change into first half, says Cleveland Research

Cleveland Research sees the DRAM supply/demand situation seeing limited change throughout 2018, with price expected to climb further in the first half of the year. NAND supply is likely to remain constrained through at least the first quarter of 2018, added the firm, which keeps a Buy rating on Micron (MU) and a Neutral ratings on Seagate (STX) and Western Digital (WDC).

MU

Micron

$27.49

-1.09 (-3.81%)

WDC

Western Digital

$79.19

-1.8 (-2.22%)

STX

Seagate

$31.55

-1.05 (-3.22%)

  • 29

    Aug

  • 06

    Sep

MU Micron
$27.49

-1.09 (-3.81%)

08/01/17
SBSH
08/01/17
NO CHANGE
Target $45
SBSH
Buy
Micron recent pullback a buying opportunity, says Citi
Citi analyst Christopher Danely attributes the 12% pullback in shares of Micron over the past week to fears of memory overcapacity. Micron has traded down because of fears of a DRAM downturn driven by an increase in DRAM capital expenditures, Danely tells investors in a research note. DRAM capex in 2017 has increased from $8.9B to $9.9B year-over-year, but it is still not enough to cause a downturn, the analyst contends. He reiterates a Buy rating on Micron with a $45 price target.
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).
07/27/17
STFL
07/27/17
NO CHANGE
STFL
Micron has positive read through from Samsung comments, says Stifel
Stifel analyst Kevin E. Cassidy reports that Samsung indicated that conditions for memory suppliers would be favorable at least through the end of the year. Additionally, Cassidy thinks that the company's comments indicate that it is looking to maintain a supply/demand balance. He views Samsung's comments as positive for Micron and says they should alleviate the fears of the latter company's investors. The analyst keeps a Buy rating on Micron.
08/11/17
SBSH
08/11/17
NO CHANGE
Target $45
SBSH
Buy
Citi sees upside to Micron's August quarter guidance
PC datapoints remain strong as July Taiwan notebook shipments were in-line with expectations and DRAM spot prices continue to increase, Citi analyst Christopher Danely tells investors in a research note. As a result, the analyst sees upside to Micron's August quarter guidance. He reiterates a Buy rating on the shares with a $45 price target.
WDC Western Digital
$79.19

-1.8 (-2.22%)

07/25/17
COWN
07/25/17
NO CHANGE
Target $117
COWN
Outperform
Western Digital shares may be range-bound until court hearing, says Cowen
Cowen analyst Karl Ackerman noted Western Digital has already pre-announced its June quarter and he said he sees modest upside to Street numbers for the September quarter. The analyst said despite expectations for a beat, he sees the stock bridled until the resolution of a court hearing on July 28. Ackerman reiterated his Outperform rating and $117 price target on Western Digital shares.
07/25/17
COWN
07/25/17
NO CHANGE
COWN
Hynix challenges in 3D NAND could help Micron, Western Digital, says Cowen
Cowen analyst Timothy Arcuri noted Hynix reported record gross and operating margins on continued strength in average selling prices that offset lower bits. The analyst said 3D NAND challenges leaves room for both Micron (MU) and Western Digital (WDC) to gain market share.
07/28/17
LEHM
07/28/17
NO CHANGE
Target $131
LEHM
Overweight
Western Digital price target raised to $131 from $125 at Barclays
Barclays analyst Mark Moskowitz raised his price target for Western Digital to $131 saying he expects the shares to be upwardly biased in the near-term following last night's Q4 results. The results and outlook should gradually refocus investors on the long-term story, which is a good one, Moskowitz tells investors in a research note. He keeps an Overweight rating on the shares.
07/28/17
LOOP
07/28/17
NO CHANGE
Target $140
LOOP
Buy
Western Digital should be bought at these levels, says Loop Capital
Loop Capital analyst Ananda Baruah is "vigorously reiterating" his Buy rating and $140 price target on Western Digital shares after the company's Q4 report was even strong than its preannouncement. With the cloud market "literally ripping like never before," Western Digital could "potentially blow away" its calendar 2017 guidance, Baruah tells investors.
STX Seagate
$31.55

-1.05 (-3.22%)

07/25/17
LBOW
07/25/17
DOWNGRADE
LBOW
Neutral
Seagate downgraded to Neutral from Buy at Longbow
07/26/17
UBSW
07/26/17
NO CHANGE
Target $28
UBSW
Sell
Seagate fundamentals, guidance weak, says UBS
UBS analyst John Roy noted Seagate shares dropped following its Q2 results and said this time fundamentals and guidance are weak. He believes HDDs will continue to decline at an accelerating rate as NAND pricing returns to normal in the next six months, all while the CEO maintains his current strategy. Roy lowered his price target to $28 from $34 and reiterated his Sell rating on Seagate shares.
07/26/17
CHLM
07/26/17
DOWNGRADE
Target $37
CHLM
Hold
Seagate downgraded to Hold from Buy at Craig-Hallum
Craig-Hallum analyst Christian Schwab downgraded Seagate to Hold from Buy ad he now has increased concerns that flash could be disrupting the company's higher gross margin enterprise markets and was surprised to hear the company is seeing broad based weakness from nearline, mission critical, surveillance, and NAS customers. The analyst also lowered his price target on the shares to $37 from $56.
07/26/17
MAXM
07/26/17
NO CHANGE
Target $38
MAXM
Hold
Seagate Q1 guidance may not mark bottom of current cycle, says Maxim
Maxim analyst Nehal Chokshi noted that digestion periods often last longer than a quarter and he thinks Seagate's below consensus September quarter outlook may not represent the bottom of the current down-cycle. The analyst cut his price target on Seagate to $38 from $46 and keeps a Hold rating on the shares.

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RIC

Richmont Mines

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MGLN

Magellan Health

$83.65

0.35 (0.42%)

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  • 01

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SGMS

Scientific Games

$52.00

-0.2 (-0.38%)

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$NSD

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$NYE

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M

Macy's

$21.07

0.44 (2.13%)

, WMT

Wal-Mart

$96.62

0.21 (0.22%)

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Macy's

$21.07

0.44 (2.13%)

WMT

Wal-Mart

$96.62

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TGT

Target

$55.88

-1.61 (-2.80%)

BASFY

BASF

$27.39

-0.13 (-0.47%)

TEVA

Teva

$13.70

0.22 (1.63%)

CBS

CBS

$56.54

0.3 (0.53%)

DISH

Dish

$50.43

0.39 (0.78%)

ASX

Advanced Semiconductor

$7.07

0.76 (12.04%)

SPIL

Siliconware Precision

$7.94

-0.05 (-0.63%)

QD

Qudian

$12.22

-3.93 (-24.33%)

BABA

Alibaba

$191.19

1.35 (0.71%)

VIPS

Vipshop

$8.14

-0.3 (-3.55%)

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  • 24

    Nov

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AFL

Aflac

$85.00

-0.05 (-0.06%)

13:26
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  • 01

    Dec

GBL

GAMCO Investors

, WTS

Watts Water

$72.65

0.15 (0.21%)

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GBL

GAMCO Investors

WTS

Watts Water

$72.65

0.15 (0.21%)

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  • 04

    Dec

CC

Chemours

$53.31

0.45 (0.85%)

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  • 01

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AIMT

Aimmune

$35.74

0.16 (0.45%)

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  • 28

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Patriot National

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CMCM

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GM

General Motors

$44.47

0.1828 (0.41%)

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  • 30

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