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SYNA

Synaptics

$39.35

-1.01 (-2.50%)

, SSNLF

Samsung

07:21
08/22/17
08/22
07:21
08/22/17
07:21

Synaptics price target lowered to $35 from $45 at Oppenheimer

Oppenheimer analyst Andrew Uerkwitz lowered his price target for Synaptics (SYNA) to $35 from $45, citing his bearish outlook on the company's fingerprint and DDIC business. The analyst's model implies "significant" fingerprint revenue loss from Samsung (SSNLF) and ongoing decline of DDIC revenues from Apple (AAPL). Meanwhile, Uerkwitz believes its new products such as optical fingerprint sensor and OLED DDIC are unlikely to offset the decline until after FY19. He reiterates an Underperform rating on Synaptics' shares.

SYNA

Synaptics

$39.35

-1.01 (-2.50%)

SSNLF

Samsung

AAPL

Apple

$157.21

-0.29 (-0.18%)

  • 23

    Aug

SYNA Synaptics
$39.35

-1.01 (-2.50%)

08/04/17
08/04/17
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. GoPro (GPRO) was upgraded to Neutral from Underperform at Longbow and to Market Perform from Underperform at Raymond James. 2. Yelp (YELP) was upgraded to Buy from Neutral at MKM Partners and to Neutral from Sell at Roth Capital. 3. Synaptics (SYNA) upgraded to Buy from Hold at Craig-Hallum with analyst Anthony Stoss saying he expects to see substantial TDDI volume increases in fiscal 2018 and believes its optical fingerprint sensor should be a strong growth driver. 4. Activision Blizzard (ATVI) upgraded to Buy from Neutral at BofA/Merrill with analyst Justin Post citing the solid second quarter beat on strong digital content. 5. Arista Networks (ANET) was upgraded to Overweight from Neutral at JPMorgan and to Outperform from Market Perform at William Blair. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/04/17
CHLM
08/04/17
UPGRADE
Target $55
CHLM
Buy
Synaptics upgraded to Buy from Hold at Craig-Hallum
Craig-Hallum analyst Anthony Stoss upgraded Synaptics to Buy from Hold, as he expects to see substantial TDDI volume increases in FY18 and believes its optical fingerprint sensor should be a strong growth driver. The analyst, who also thinks acquisitions have positioned Synaptics to benefit from the IoT market, lowered his price target on the shares to $55 from $62 after the company reported in-line results and guided below consensus estimates.
08/02/17
COWN
08/02/17
NO CHANGE
Target $75
COWN
Outperform
Cowen keeps Outperform on Synaptics, says optical sensor logical for Galaxy S9
Cowen analyst Robert Stone attributes today's weakness in Synaptics (SYNA) shares to commentary claiming that Samsung (SSNLF) is likely to switch fingerprint sensor vendors for its upcoming Galaxy S9 while sticking with a capacitive sensor, which he believes would not be "a logical outcome." Given the phone's expected design, an optical sensor makes the most sense, said Stone, who expects Synaptics to provide an update on optical fingerprint sensor wins on its Thursday earnings call. He keeps an Outperform rating and $75 price target on Synaptics shares, which are down nearly 5% in morning trading.
08/02/17
LYON
08/02/17
NO CHANGE
LYON
Synaptics may lose out as fingerprint sensor supplier to Galaxy S9, says CLSA
CLSA analysts said their supply-chain checks suggest Samsung is likely to continue adopting capacitance fingerprint sensors in the rear of the Galaxy S9 over in-display optical technology, as on the S8 and Note8. They also see Egistec as likely to replace Synaptics as the supplier of the sensor.
SSNLF Samsung

04/05/17
CHLM
04/05/17
NO CHANGE
Target $18
CHLM
Buy
STMicroelectronics to benefit from content jump in iPhone 8, says Craig-Hallum
Craig-Hallum analyst Anthony Stoss raised his STMicroelectronics' (STM) March and June quarter estimates to account for content increases in Samsung's (SSNLF) Galaxy S8 and Apple's (AAPL) iPhone 8, coupled with continued strong demand for the Nintendo (NTDOY) Switch and strength in the company's connected car business. The analyst says STMicroelectronics remains one of his top names in 2017 and would be a buyer heading into both the S8 and iPhone 8 launches. He reiterates a Buy rating and $18 price target on STMicroelectronics' shares.
04/28/17
NEED
04/28/17
NO CHANGE
Target $108
NEED
Buy
Skyworks price target raised to $108 from $92 at Needham
Needham analyst N. Quinn Bolton raised his price target for Skyworks (SWKS) to $108 from $92 after the company delivered another beat and raise quarter driven by content gains at Huawei and Samsung (SSNLF) and issued a strong outlook for the rest of 2017. The analyst reiterates a Buy rating on the Skyworks' shares.
04/28/17
CHLM
04/28/17
NO CHANGE
Target $120
CHLM
Buy
Skyworks price target raised to $120 from $110 at Craig-Hallum
Craig-Hallum analyst Anthony Stoss raised his price target for Skyworks (SWKS) to $120 from $110 after the company reported results and guidance above estimates driven by content expansion in Samsung's (SSNLF) Galaxy S8 and at Huawei, and continued strength in its Internet of Things business. The analyst reiterates a Buy rating on the shares.
05/17/17
MSCO
05/17/17
NO CHANGE
Target $177
MSCO
Overweight
Apple target raised to $177 at Morgan Stanley after survey shows rising loyalty
Morgan Stanley analyst Katy Huberty reported that the firm's recent survey of 1,000 U.S. consumers shows a rising iPhone retention rate, with 92% of iPhone owners who see upgrading their phone in the next 12 months saying they plan to stick to an iPhone, up from the 86% retention rate in last year's survey. Apple's (AAPL) 92% loyalty rate "dwarfs" that of all other vendors, with its biggest competitor, Samsung (SSNLF), seeing a 77% retention rate, she noted. Huberty, who sees Apple being positioned to gain increasing U.S. smartphone share, raised her price target on Apple to $177 from $161 and keeps an Overweight rating on the stock.
AAPL Apple
$157.21

-0.29 (-0.18%)

08/21/17
RBCM
08/21/17
NO CHANGE
RBCM
Apple content investment positive, says RBC Capital
After The Wall Street Journal reported that Apple would spend over $1B on TV content, RBC Capital analyst Amit Daryanani says the investment could help Apple Music gain share from Spotify, and he thinks that Apple's profit on the investment from market share gains could be significant. Over the longer term ,the investment could help Apple in multiple other ways, including higher iTunes sales, and through the facilitation of the launch of a streaming service, according to the analyst. He keeps a $176 price target and an Outperform rating on the shares.
08/21/17
KEYB
08/21/17
NO CHANGE
KEYB
Broadcom should be bought opportunistically into earnings, says KeyBanc
KeyBanc analyst John Vinh recommends being "opportunistic buyers" ahead of Broadcom's (AVG) Q3 results. Vinh says that Broadcom is one of the companies that is best positioned to benefit from the launch of Apple's (AAPL) iPhone 8. The analyst adds that the close of Broadcom's acquisition of Brocade should also be a key catalyst for Broadcom in 2H17.
08/18/17
KEYB
08/18/17
NO CHANGE
KEYB
Apple OLED iPhone to be hurt by lack of fingerprint sensor, says KeyBanc
KeyBanc analyst Andy Hargreaves,says that supplier checks indicate that Apple (AAPL) has not been able to add an optical fingerprint solution to its new OLED iPhone and has decided to ship the device without such a sensor. Hargreaves believes that this development will negatively impact the upcoming iPhone cycle and cause more bullish Apple investors to be disappointed. However, he is upbeat on the stock's risk/reward ratio in the near-term, as he thinks that "initial demand" for the OLED iPhone 8 will be strong. However, he remains upbeat on iPhone suppliers Broadcom (AVGO), Cirrus Logic (CRUS), Cypress Semiconductor (CY), and Skyworks (SWKS).
08/17/17
KEYB
08/17/17
NO CHANGE
KEYB
Cypress Semiconductor outlook has improved, says KeyBanc
After meeting with Cypress' management, KeyBanc analyst John Vinh calls the company "one of his favorite names." The analyst says he is increasingly confident that the company's gross margin will reach 43% at the end of this year and is more confident in its ability to maintain its business with Apple (AAPL) "for multiple product cycles." He is also more confident in its ability to sell more of its chips for use in automobiles. Vinh keeps a $17 price target and an Overweight rating on Cypress.

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