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QCOM

Qualcomm

$51.98

0.06 (0.12%)

, TSM

TSMC

$35.98

0.12 (0.33%)

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

Qualcomm developing 3D depth sensing technology, DigiTimes says

Qualcomm (QCOM) is collaborating with its ecosystem partners to work on 3D depth sensing technology for Android smartphones powered the Snapdragon mobile chips, DigiTimes reports, citing the company. Taiwan Semiconductor Manufacturing Company (TSM) and Himax Technologies (HIMX) are included in the companies partnering with Qualcomm for the technology, which the company expects to be ready for volume production as early year end and shipped to the Android camp starting 2018. Reference Link

QCOM

Qualcomm

$51.98

0.06 (0.12%)

TSM

TSMC

$35.98

0.12 (0.33%)

HIMX

Himax

$8.37

0.16 (1.95%)

  • 23

    Aug

  • 05

    Sep

  • 06

    Sep

QCOM Qualcomm
$51.98

0.06 (0.12%)

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.
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.
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).
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.
TSM TSMC
$35.98

0.12 (0.33%)

06/22/17
06/22/17
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. CarMax (KMX) downgraded to Neutral from Positive at Susquehanna with analyst Ali Faghri saying "more challenging comparisons and moderating tailwinds" from online initiatives "will lead to a gradual slowdown in sales trends." 2. DuPont Fabros (DFT) was downgraded to Sector Weight from Overweight at KeyBanc and to Market Perform from Outperform at Raymond James. 3. TSMC (TSM) downgraded to Hold from Buy at HSBC with analyst Steven Pelayo citing valuation. 4. Sandstorm Gold (SAND) downgraded to Neutral from Outperformer at CIBC. 5. Dana Holding (DAN) downgraded to Hold from Buy at Deutsche Bank with analyst Rod Lache saying the stock has risen to within 5% of the firm's target. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
06/21/17
HSBC
06/21/17
DOWNGRADE
HSBC
Hold
TSMC downgraded to Hold from Buy at HSBC
HSBC analsyt Steven Pelayo downgraded TSMC to Hold citing valuation.
07/13/17
DAIW
07/13/17
DOWNGRADE
DAIW
Outperform
TSMC downgraded to Outperform from Buy at Daiwa
07/13/17
DAIW
07/13/17
DOWNGRADE
DAIW
Outperform
TSMC downgraded to Outperform after earnings at Daiwa
Daiwa analyst Rick Hsu downgraded TSMC downgraded to Outperform from Buy following the company's Q2 results. The analyst cites valuation for the downgrade and notes the company's Q3 business guidance missed expectations. Hsu expects TSMC to make up for the Q3 revenue shortfall in Q4, however, and continues to like the company's long-term fundamentals.
HIMX Himax
$8.37

0.16 (1.95%)

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.
08/04/17
BARD
08/04/17
UPGRADE
Target $10
BARD
Outperform
Himax upgraded to Outperform at Baird
As reported previously, Baird analyst Tristan Gerra upgraded Himax to Outperform form Neutral based on incremental revenue and mix opportunities from 3D sensors starting next year. He said the ramp remains solidly on track, but the stock's valuation does not seem to reflect the 3D camera module ramp opportunities. Gerra raised his price target to $10 from $6 on Himax shares.
08/04/17
BARD
08/04/17
UPGRADE
BARD
Outperform
Himax upgraded to Outperform from Neutral at Baird
07/21/17
RSBL
07/21/17
DOWNGRADE
RSBL
Sell
Himax downgraded to Sell from Neutral at Rosenblatt
Rosenblatt analyst Jun Zhang downgraded Himax to Sell and cut its price target to $6 saying a price war is shrinking the panel driver TAM and expectations are for the company's WLO/DOE business. Additionally, the analyst said TV inventory levels have increased recently and expects TV makers to start cutting fully ear shipment targets and expects Q3 year-over-year panel shipments will drop 8%-9%, which will also impact panel driver IC shipment volumes.

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AMZN

Amazon.com

$955.10

-9.55 (-0.99%)

11:20
09/25/17
09/25
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11:20
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Amazon acquires '4 Blocks', Deadline Hollywood reports »

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11:20
General news
FX Action: USD-JPY »

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AAPL

Apple

$151.89

-1.5 (-0.98%)

11:18
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11:18
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Apple analyst commentary  »

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$NSD

NASDAQ Market Internals

11:17
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Technical Analysis
NASDAQ market internals summary »

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AAPL

Apple

$151.89

-1.5 (-0.98%)

11:16
09/25/17
09/25
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11:16
Periodicals
Apple's iPhone 8 shows slower adoption than previous models, Localytics reports »

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$NYE

NYSE Market Internals

11:16
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Technical Analysis
NYSE market internals summary »

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General news
U.S. equities were dented by N. Korean remarks »

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UN

Unilever; also tag UL

$58.67

0.06 (0.10%)

, UL

Unilever; also tag UN

$57.57

0.13 (0.23%)

11:10
09/25/17
09/25
11:10
09/25/17
11:10
Hot Stocks
Unilever gets into hot South Korean beauty market with acquisition »

Shares of Unilever (UN,…

UN

Unilever; also tag UL

$58.67

0.06 (0.10%)

UL

Unilever; also tag UN

$57.57

0.13 (0.23%)

GS

Goldman Sachs

$230.42

-0.61 (-0.26%)

KHC

Kraft Heinz

$77.52

-1.49 (-1.89%)

EL

Estee Lauder

$107.95

0.365 (0.34%)

LVMUY

LVMH

$55.05

0.208 (0.38%)

03/08/13
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UPS

UPS

$117.51

-0.16 (-0.14%)

11:10
09/25/17
09/25
11:10
09/25/17
11:10
Options
Bullish longer-term play in UPS »

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DGX

Quest Diagnostics

$95.22

-6.895 (-6.75%)

, LH

LabCorp

$150.06

-5.01 (-3.23%)

11:09
09/25/17
09/25
11:09
09/25/17
11:09
Hot Stocks
Medical diagnostics names slide after CMS proposes cuts »

Following the news of the…

DGX

Quest Diagnostics

$95.22

-6.895 (-6.75%)

LH

LabCorp

$150.06

-5.01 (-3.23%)

EXAS

Exact Sciences

$45.96

0.96 (2.13%)

NEO

NeoGenomics

$11.01

0.09 (0.82%)

GHDX

Genomic Health

$30.98

0.13 (0.42%)

VCYT

Veracyte

$8.48

0.18 (2.17%)

VRML

Vermillion

$1.29

0.05 (4.03%)

GNMK

GenMark

$9.52

-0.04 (-0.42%)

03/08/13
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03/08/13
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03/06/13
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  • 25

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    Nov

SPY

SPDR S&P 500 ETF Trust

$248.97

-0.47 (-0.19%)

, SPX

S&P 500

11:05
09/25/17
09/25
11:05
09/25/17
11:05
Periodicals
North Korea says firing missiles at U.S 'inevitable,' Guardian says »

According to the…

SPY

SPDR S&P 500 ETF Trust

$248.97

-0.47 (-0.19%)

SPX

S&P 500

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CCL

Carnival

$64.24

-0.09 (-0.14%)

11:05
09/25/17
09/25
11:05
09/25/17
11:05
Options
Carnival call volume above normal and directionally bullish »

Bullish option flow…

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  • 25

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CCC

Calgon Carbon

$21.38

-0.025 (-0.12%)

11:04
09/25/17
09/25
11:04
09/25/17
11:04
Downgrade
Calgon Carbon rating change  »

Calgon Carbon downgraded…

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PFE

Pfizer

$35.91

-0.05 (-0.14%)

11:04
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SpringWorks launches with $103M in Series A funding, rights to 4 programs »

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  • 26

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SPX

S&P 500

11:04
09/25/17
09/25
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11:04
General news
North Korea says Trump's comments declaration of war, Bloomberg reports »

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PSMT

PriceSmart

$87.60

0.15 (0.17%)

11:04
09/25/17
09/25
11:04
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11:04
Initiation
PriceSmart initiated  »

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  • 27

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EBS

Emergent BioSolutions

$38.52

0.18 (0.47%)

11:02
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Emergent BioSolutions analyst commentary  »

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  • 25

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AIR

AAR Corp.

$37.17

0.23 (0.62%)

10:58
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09/25
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Hot Stocks
AAR Corp. to provide airframe maintenance for Air Canada fleet »

AAR and Air Canada…

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UBNT

Ubiquiti

$54.18

1.52 (2.89%)

10:57
09/25/17
09/25
10:57
09/25/17
10:57
Periodicals
Citron publishes new report on Ubiquiti Networks »

After Citron Research…

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  • 26

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WFC

Wells Fargo

$54.21

-0.0369 (-0.07%)

10:55
09/25/17
09/25
10:55
09/25/17
10:55
Options
Wells Fargo put volume heavy and directionally bearish »

Bearish flow noted in…

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  • 03

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    Jan

GPC

Genuine Parts

$93.73

5.745 (6.53%)

10:55
09/25/17
09/25
10:55
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10:55
Conference/Events
Genuine Parts to host conference call »

Conference call to…

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  • 25

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SSRM

SSR Mining

$10.26

0.16 (1.58%)

10:52
09/25/17
09/25
10:52
09/25/17
10:52
Upgrade
SSR Mining rating change  »

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NLSN

Nielsen

$41.13

0.24 (0.59%)

, SCOR

comScore

$29.10

0.25 (0.87%)

10:50
09/25/17
09/25
10:50
09/25/17
10:50
Periodicals
Nielsen sues comScore to prevent Extended TV service, Reuters reports »

Nielsen Holdings (NLSN)…

NLSN

Nielsen

$41.13

0.24 (0.59%)

SCOR

comScore

$29.10

0.25 (0.87%)

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